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Accounting Today Podcast

English, News, 1 season, 158 episodes, 2 days, 18 hours, 48 minutes
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Accounting Today’s editors talk with thought leaders and changemakers from across the public accounting profession.
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Keeping them down on the firm

What keeps employees engaged is changing rapidly, and accounting firms can't afford to fall behind, according to Tina Wang, division vice president of HR at payroll and HR giant ADP, and Darren Root, a major thought leader in the profession and Co-founder of Better Every Day.
10/14/202427 minutes, 3 seconds
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Crunching the right numbers 

Too many accounting firms are relying on outdated or inappropriate data to measure their success, and Sarah Dobek of Inovautus Consulting lays out a much more forward-looking set of data for them to work with.
10/7/202422 minutes, 34 seconds
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The growing opportunity in the Hispanic community

Melanie Lauridsen, vice president of tax policy and advocacy at the AICPA, and Cynthia Rijo Sanchez, president of the Puerto Rico CPA Society, discuss the boom in demand for tax and accounting services, and what it takes to successfully serve this market.
9/30/202422 minutes, 10 seconds
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The Golden AGE of feedback

Terrell Turner of the TLTurner Group explains his firm's unique process for upgrading employee reviews and keeping staff performing at the levels they need.
9/23/202431 minutes, 31 seconds
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Figuring out alternative investments

John Napolitano of Napier Financial takes a long look at the host of unusual investment opportunities available to your wealthier clients, and how to tell what will work from what won't.  
9/16/202425 minutes, 57 seconds
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All about ESOPs

Michael Bannon of ESOP investment banking advisors CSG Partners explains which accounting firms might want to look into employee stock ownership plans -- and why.
9/9/202419 minutes, 47 seconds
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Building the profession together

AICPA chair Carla McCall talks about the opportunities and challenges facing the profession, and how accounting firms need to work together so they can all thrive separately. 
8/26/202425 minutes, 37 seconds
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Managing partners should only have one client

And that should be their firm, says David Wurtzbacher of PE-backed accounting firm platform Ascend, so they can spend the vast majority of their time working on the business, rather than in the business.
8/5/202427 minutes, 14 seconds
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The practice leader's role in growth

Service line and practice offering leaders stand at the point where a firm's overall strategy meets the delivery of its actual services, and they have a unique role and set of responsibilities, says Sarah Dobek of Inovautus Consulting.
7/22/20240
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The practice leader's role in growth

Service line and practice offering leaders stand at the point where a firm's overall strategy meets the delivery of its actual services, and they have a unique role and set of responsibilities, says Sarah Dobek of Inovautus Consulting.
7/22/202424 minutes, 16 seconds
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What's next in CAS

Client advisory services Kane Polakoff of CohnReznick looks into the future of this fast-growing service area, and outlines the steps firms need to take to succeed in CAS's next iteration.
7/15/202424 minutes, 48 seconds
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Your client's retired. What now?

Many retirement plans are geared toward the specific date a person retires -- but clients will hopefully live long beyond that, and there are a lot of issues they'll need to consider, says John Napolitano, founder of Napier Financial.  
6/24/202426 minutes, 16 seconds
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Fixing the pipeline problem

The National Pipeline Advisory Group's recommendations cover a wide range of ways to attract more people to the profession, and NPAG facilitator and ConvergenceCoaching co-founder Jennifer Wilson walks us through what everyone can do to bring in the next generation. If you're interested in helping, you can take the Pipeline Pledge here.
6/17/202441 minutes, 40 seconds
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 Taking her firm forward

Laura Sprouse, the new CEO of Top 100 Firm Brown Edwards, shares her path to leadership, and where she's taking her firm in the future.
6/3/202425 minutes, 1 second
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Is there a fiscal doctor in the house?

What it means to be an accountant is changing -- and that may be an important part of attracting more young people too the profession, says David Bergstein.
5/20/202430 minutes, 37 seconds
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Your clients don't value what you do

What clients value and what accountants think they value are rarely the same thing, and Joe Woodard makes the case that it's accountants who need to change their ideas around value, not clients.
5/13/202427 minutes, 34 seconds
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Work less, do more

Why work 80 hours a week when you can work 40? Why work 40 when you can work 25? Consultant Geraldine Carter explains why it's not the hours you work that matter, but what you and your clients get out of them, and shares strategies from her new book to help build accounting practices that take less of your time but deliver just as much value -- if not more.
4/22/202426 minutes, 41 seconds
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Accounting's past — and future

The co-leaders of the Rosenberg Group, Marc Rosenberg and Kristen Rampe look back at three decades of change in the accounting profession — and what lies ahead.
4/8/202438 minutes, 17 seconds
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AI and the firm of the future

Kelly Fisher, chief practice officer at Top 100 Firm Wipfli, offers a practical look at artificial intelligence, current use cases, and how accounting firms should be thinking about it.
4/1/202427 minutes, 8 seconds
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The changing of the guard

The profession is seeing wholesale shifts in generational approaches across a range of areas, say Bob Lewis and Doug Lewis of the Visionary Group, as they dive into how best to navigate all those changes.
3/25/202430 minutes, 2 seconds
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Building a more attractive profession 

Accounting hought leader Seth Fineberg shares the three areas that public accounting needs to address: life-work balance, DEI and salaries.
3/18/202430 minutes, 24 seconds
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No retreat from DEI

The AICPA's Crystal Cooke talks about why the perception that companies are scaling back their diversity efforts is wrong, and how accounting can move forward in its pursuit of diversity, equity and inclusion.
3/11/202433 minutes, 31 seconds
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Growth factors for accounting firms

What goes into the recipe for accounting firm success? Randy Crabtree of TriMerit Specialty Taxes goes over the ingredients, and how best to combine them.
3/4/202443 minutes, 26 seconds
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Making mentoring work

Okorie Ramsey, the chair of the AICPA and vice president of SOX at Kaiser Permanente, dives into how accounting firms can make the most of this important recruiting and career development tool, and the benefits it offers for both mentee and mentor.
2/26/202432 minutes, 16 seconds
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The accountant's economic outlook for 2024

Nela Richardson, chief economist of ADP, shares her thoughts on what's in store economically for the year ahead, what accountants should be worried about, and why the new normal will be anything but normal.
2/19/202430 minutes, 59 seconds
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What makes an accounting firm succeed?

The first step is defining 'success,' says Nerd Enterprises' Seth David, before diving into how modern accounting firms can thrive.
1/29/202431 minutes, 53 seconds
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Everything accountants need to know about PEOs

It's not just hiring staff that's difficult -- managing them can be a major roadblock for growing businesses. One solution for that is the professional employer organization, and Kristen Appleman, senior vice president and general manager of ADP TotalSource, explains how they work and when they might be a good fit.
1/22/202425 minutes, 50 seconds
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Get ready for tax season! 

Frank Sands, president of the National Conference of CPA Practitioners, shares the major issues that tax pros should be paying attention to in the run up to April 15, as well as expectations around IRS responsiveness, and the latest small-business trends.
1/8/202440 minutes, 4 seconds
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The new shape of the CPA exam

With a radically new version of the test launching in 2024, the American Institute of CPAs' vice president of CPA examination and pipeline, Mike Decker, details the major changes, and shares valuable insights for how candidates can approach it.
12/19/202322 minutes, 5 seconds
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What should be in your tech stack?

Technology thought leader Randy Johnston of K2 Enterprises shares how firms should be building and thinking about their arsenal of tech tools.
12/11/202329 minutes, 4 seconds
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A pipeline progress report

As the flow of young people into the profession slows, and more and more old accountants are leaking away, Sue Coffey, the CEO of public accounting at the AICPA, and Lexy Kessler, chair of the National Pipeline Advisory Group, share what's being done in the short term and the long term to address this major problem.
11/27/202321 minutes
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Is CRM worth it?

Customer and client relationship management systems have come a long way, says Sarah Dobek of Inovautus Consulting – and it's time for firms to give them a second look.
11/20/202319 minutes, 45 seconds
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Construction for accountants

Construction companies love their accountants – and well they should, given the help they need on a range of compliance issues. Kit Dickinson of ADP shares the latest issues in the construction industry, and what they need from their CPAs.
11/13/202317 minutes, 15 seconds
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The ERC nightmare

Lots of businesses have claimed the Employee Retention Credit who don't actually qualify for it — and in many cases it's going to be up to their accountants to set them right. Randy Crabtree of Tri-Merit Tax Specialty Tax Professionals and the Unique CPA podcast dives into how you can know if a client qualifies, as well as the intricacies of some other major tax credits.
11/6/202334 minutes, 3 seconds
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What's holding the profession back?

AJ Johnson, Geoff Brown and Calvin Harris share their unique perspectives as African-Americans who lead three of the biggest state CPA societies (respectively, the New Jersey Society of CPAs, the Illinois CPA Society, and the New York State Society of CPAs) on the major challenges facing their members, the primacy of the pipeline problem as an issue, and the role diversity can play in alleviating it -- if the profession can find a way to diversify itself.
10/30/202346 minutes, 56 seconds
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PE makes a big splash

The entry of private equity into public accounting has raised a lot of hopes and expectations and concerns – not all of which can pan out. Bob Lewis of the Visionary Group examines the opportunities, what it will mean for your firm, and how it will play out in the future.
10/23/202335 minutes, 39 seconds
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Emerging risks for accountants

Stephen Vono and John Raspante of insurance provider McGowan Pro look at the new areas that are sparking claims against firms – and the tools they can use to protect themselves.
10/16/202329 minutes, 47 seconds
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Renovating your back office Description: For accounting firms to scale, they need to build a stronger infrastructure of professional HR, marketing, IT and other support systems, says Rachel Anevski, the founder of Matters of Management.

Renovating your back office Description:  For accounting firms to scale, they need to build a stronger infrastructure of professional HR, marketing, IT and other support systems, says Rachel Anevski, the founder of Matters of Management.
10/2/202335 minutes, 50 seconds
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The state of accounting technology

Technology expert Randy Johnston, executive vice president at K2 Enterprises, shines a spotlight on what accounting tech can do for you now — and what it's going to do for you in the future.
9/25/202324 minutes, 41 seconds
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Building a better client experience

It's not about answering their calls and doing what you promised you would: Sarah Dobek of Inovautus Consulting explains why firms should elevate their clients experience.
9/18/202323 minutes, 36 seconds
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The perils of promotions

Promoting a top performer doesn't always guarantee they'll stay -- in fact, it's often their ticket out. ADP chief economist Nela Richardson shares the surprising data, and how to navigate these transitions better.
9/11/202327 minutes, 38 seconds
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Meet the Tax Crime Junkies

Dominique Molina and Tom Gorczynski of the "Tax Crime Junkies" podcast share some of their favorite tax crimes and how they created their podcast. 
8/21/202321 minutes, 28 seconds
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Demystifying AI

There is going to be a big gap between accountants who use artificial intelligence and those who don't, says Randy Johnston, executive vice president at K2 Enterprises, who shares ideas for leveraging this transformative technology.
8/14/202332 minutes, 28 seconds
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Transforming international tax rules

Marna Ricker, global vice chair of tax at EY, discusses the latest developments on the global minimum tax and digital service taxes at the Organization for Economic Cooperation and Development, and how they will affect the U.S.
8/7/202321 minutes, 13 seconds
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Why your advisory practice isn't growing

Many firms find they're hitting a major hurdle when it comes to taking advisory services to the next level; Sarah Dobek of Inovautus Consulting shares why, and what to do about it.
7/31/202321 minutes, 58 seconds
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The value of disruption

With so much disruption being thrust upon them, you'd think the last thing accounting firms would want to do is to disrupt themselves — yet that may be exactly what they need to do, says Bob Lewis of The Visionary Group.
7/24/202329 minutes, 11 seconds
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Inside the SBA's new rules

Small Business Administration loan expert Shannon Hay talks about the changes to the SBA's new SOP around lending, and what they mean for accounting firms and their clients.
7/17/202317 minutes, 17 seconds
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Priming the pipeline in Pennsylvania

Jen Cryder, CEO of the Pennsylvania Institute of CPAs, shares the innovative ways the profession in her state is dealing with the pipeline problem.  
7/10/202316 minutes, 40 seconds
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Stepping up SOC reports

Angela Appleby, a partner and lead auditor from Plante Moran who also sits on the AICPA Assurance Services Executive Committee, dives into the world of SOC reporting, and particularly the risks companies are facing there and the opportunities for accountants.
6/26/202321 minutes, 35 seconds
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Innovation beyond technology

There's plenty of room for accountants to innovate in ways that don't involve IT, says metaconsultant Ed Kless, senior director of partner development and strategy at Sage, the host of the Sage Advice podcast, and co-host of "The Soul of Enterprise" radio show.
6/19/202319 minutes, 4 seconds
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The future of CAAS

The accounting profession is going to have to move beyond the financial statement and the P&L to become holistic advisors, says Joe Woodard, a consultant and coach to accountants, founder of the Woodard Group, and the impresario behind Scaling New Heights.
6/12/202313 minutes, 33 seconds
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Culling versus keeping

Jean Marie Caragher, the president of Capstone Marketing, talks about why getting rid of bad clients can make a difference when it comes to keeping good staff, and much more.
6/5/202313 minutes, 40 seconds
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Managing change, bolstering innovation

Accountants need to create space for innovation in their firms, and then build up the change management processes they need to implement the innovations they come up with, explains Heather Satterley, the director of education and media at Woodard and cohost of The Appy Hour webinar series.
5/22/202313 minutes, 13 seconds
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The secret sauce of growth

Leading consultant Allan Koltin of the Koltin Consulting Group discusses the key planks of a strong platform for firm growth.
5/15/202313 minutes, 32 seconds
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Building a better vendor relationship

Accountants don't realize that they have more power in their dealings with software providers than they may think; accounting technology thought leader and journalist Seth Fineberg wants to see accountants taking a more proactive approach to the relationship -- to the benefit of both sides.  
5/8/202325 minutes, 33 seconds
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Inside outsourcing

Kristen Keats of Breakaway Bookkeeping and Sherwood Tax & Accounting shares the best practices she's learned from using outsourcing in her own practice.
5/1/202315 minutes, 13 seconds
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Better people = better leaders

Accounting thought leader Amy Vetter talks about the need to understand your own story -- so that you can then rewrite it. Drawing on her new book, "Disconnect to Connect," she dives into how self-knowledge, vulnerability and authenticity can make you a better leader, and a better person. 
4/24/202329 minutes, 13 seconds
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Innovations in staffing

The war for talent goes on, but there are creative solutions available for bold firms, according to Jeff Phillips, CEO of Padgett Business Services and co-founder of remote job platform Accountingfly.
4/17/202328 minutes, 3 seconds
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You heard it here!

Accounting podcasters Randy Crabtree (of The Unique CPA podcast), and David Bergstein and Jasen Stine (of the Accountrends podcast) share the most interesting things they've learned from guests, as well as the big ideas they think accountants should be focusing on.
4/10/202344 minutes, 38 seconds
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Filling the pipeline

The shortage of people entering the accounting profession and pursuing CPA licensure has reached the proportions of a crisis, and Sue Coffey, CEO for public accounting at the Association of International Certified Professional Accountants dives into why -- and what accountants and firms can do about it.
3/27/202326 minutes, 6 seconds
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New sources of risk for internal auditors

Anthony Pugliese of the Institute of Internal Auditors discusses how changes in the business landscape are changing the risks that internal auditors need to pay attention to, and how the IIA is revamping its practice framework.
3/20/202324 minutes, 8 seconds
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Battling burnout

Randy Crabtree, CPA, the co-founder of Tri-Merit Specialty Tax Professionals and host of “The Unique CPA” podcast spotlights the mental health issues facing the accounting profession.
3/13/202328 minutes, 42 seconds
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Digital tax strategy leverages advanced technology

Daren Campbell, EY Americas tax tax technology and transformation leader, discusses the use of big data, robotic process automation, AI and other technology, in corporate tax strategy and compliance.
3/6/202331 minutes, 15 seconds
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Is growth really essential?

A desire for growth is often taken for granted at accounting firms -- but should it be? Consultant and accounting journalist Seth Fineberg examines what growth both can and should look like at different firms, and why it may be time to revisit your growth mindset.
2/27/202330 minutes, 34 seconds
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When IRS CI comes knocking

Former IRS special agent Robert Nordlander dives into the difference between a Criminal Investigations investigation and a civil tax audit.
2/20/202327 minutes, 15 seconds
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Strategic planning for accountants

The leader of The Rainmaker Companies, Angie Grissom, shares lessons she's learned from working with accounting firms on their strategic plans.  
2/13/202320 minutes, 15 seconds
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The past and future of accounting

As he approaches his retirement, IMA chief Jeff Thomson reflects on the changes in the profession over the past decades, and what he sees ahead.
2/6/202323 minutes, 25 seconds
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Working from anywhere in 2023

Renee Moelders and Jennifer Wilson of ConvergenceCoaching discuss the rising trend to remote work through the lens of the results of their 2022 Anytime, Anywhere Work Survey.
1/30/202333 minutes, 53 seconds
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No easy answers: A look back and ahead at accounting 

After a decade at the helm of the Illinois CPA Society and as a major voice shaping the profession, Todd Shapiro shares valuable insights into the current and future state of the accounting profession on the verge of his retirement.
1/23/202337 minutes, 56 seconds
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The hallmarks of a top-performing CAS practice

Amy Bridges of CPA.com dives into what it takes to build a successful client advisory services practice, based on the results of the latest CAS Benchmarking Survey. 
1/9/202333 minutes, 17 seconds
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The economic forecast for accountants

The chief economist of RSM US, Joe Brusuelas examines the prospects for recession, and what accountants should be paying attention to on behalf of their clients. 
1/2/202332 minutes, 14 seconds
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Your to-do list for 2023

Our annual selection of a dozen tasks you can take on over the next 12 months to advance your firm.
12/26/202224 minutes, 21 seconds
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EY's $1B bet on audit technology

Marc Jeschonneck, global assurance digital leader at Ernst & Young, and Paul Goodhew, EY’s global assurance innovation and emerging technology leader, discuss the firm's $1 billion investment in AI and other advanced technologies for auditing, as the firm contemplates spinning off its consulting side.
12/19/202221 minutes, 8 seconds
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A 21st century talent strategy

Ty Beasley, the new chief talent officer at RSM US, describes the approach modern accounting firms need to take to recruiting and retention, starting with the "talent experience."
12/12/202220 minutes, 4 seconds
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What's in a firm's brand?

Sarah Acton, CMO of Bill — which recently rebranded from Bill.com — talks about how accountants need to think about their brand in the 21st century, and why it may be time for a change.
12/5/202224 minutes, 15 seconds
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Are you ready for tax season?

Withum's Ed Mendlowitz offers a host of tips and strategies you can implement now for a better busy season.
11/28/202223 minutes, 51 seconds
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Should you be talking to PE?

Allinial Global's Mark Koziel looks at the pros and cons of engaging with private equity firms, what firms can expect if they do – and how they can stand independent, if they want to.
11/21/202231 minutes, 6 seconds
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The 'Smart Client Management' model

Darren Root, chief strategist at Right Networks, offers a new framework for executing on your firm's business model — if you have one.
11/14/202219 minutes, 30 seconds
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Bridging the gap between accounting and management

Graham Stanton and Edgar Thomas — the founders of Avise, a provider of cloud-based accounting and finance software aimed at startups — look at how the information business leaders need from their accountants changes as a business grows — and why accountants and management aren't always speaking the same language. 
11/7/202223 minutes, 57 seconds
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The IRS's $80 billion

Bill Smith, national director of tax technical services at the National Tax Office of Top 10 Firm CBIZ MHM, discusses what the new funding for the Internal Revenue Service in the Inflation Reduction Act means in terms of enforcement and greater audit activity, as well as how it will impact tax professionals.
10/31/202225 minutes, 51 seconds
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Making DEI work in accounting

Crystal Cooke, the director of diversity and inclusion at the AICPA and CIMA, discusses what the profession needs to do to move the dial on diversity in accounting.
10/24/202222 minutes, 55 seconds
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10 top tips for employee retention

Drawing on the best practices of Accounting Today's 2022 Best Firms to Work For list, here's a double-handful of the most effective, innovative ways to boost employee engagement and lower turnover.
10/17/202216 minutes, 46 seconds
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Fire your clients!

ConvergenceCoaching has declared Oct. 21 "National Fire Some Clients Day," and partners Tamera Loerzel and Jennifer Wilson make the case for culling your client roster both strategically -- and ruthlessly.
10/3/202229 minutes, 17 seconds
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Building a profitable firm

Looking for profitability? First you need to define what it means for you and your partners, and then you need to get past some all-too-common misconceptions, say Marc Rosenberg and Kristen Rampe, co-managing partners of CPA firm consultants Rosenberg Associates and co-authors of the new book "What Really Makes CPA Firms Profitable."  
9/26/202234 minutes, 5 seconds
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20 years of SOX

Ernst & Young Americas vice chair of assurance John King discusses the impact and history of one of the most influential pieces of financial legislation of the past 50 years. 
9/19/202220 minutes, 56 seconds
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Accountants and the fight against corruption

Scott Hanson, director of public policy and regulation at IFAC talks about accountants' role in fighting economic crime worldwide, and the federation's new anti-corruption action plan.  
9/12/202224 minutes, 27 seconds
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The next business model for accounting firms

The incoming CEO of RSM, Brian Becker, shares his thoughts on the challenges and opportunities facing the accounting profession, and where he's taking his firm in particular.
8/29/202220 minutes, 23 seconds
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Inside Armanino's success

Leaders from the Top 20 Firm talk about how its entrepreneurial, innovative culture drove it from humble beginnings to its current position as one of the most highly regarded in the profession. Current and past CEOs Matt Armanino and Andy Armanino, and the executive director emeritus of the Armanino Foundation, Mary Tressel share some of the elements of the firm's "secret sauce," as detailed in their recent book, "Empowered."
8/22/202228 minutes, 13 seconds
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What should your marketing team look like?

Rhonda Clark, executive director of the Association for Accounting Marketing, and Christine Nelson, lead communications consultant of Ingenuity Marketing, lay out how firms should be structuring their marketing functions throughout their life cycle.
8/15/202227 minutes, 58 seconds
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Get ready for DAS

Ericka Racca, director of audit professional services at CPA.com, and Karl Busch, senior director of product management at the AICPA, describe the capabilities of the upcoming Dynamic Audit Solution.  
8/8/202224 minutes, 14 seconds
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The CAS/bookkeeping opportunity

Joe Woodard of Woodard Events lays out the potential size of the market for deeper client accounting/advisory services and bookkeeping – and what firms need to do make the most of it.
8/1/202229 minutes, 47 seconds
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Inside CAS 2.0

Client accounting services has been hugely successful as a service offering, but CPA.com president and CEO Erik Asgeirsson and vice president of growth and professional services Kalil Merhib say firms need to evolve toward the next stage: client advisory services.
7/25/202231 minutes, 55 seconds
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The future of audit

Sue Coffey, CEO of public accounting at the AICPA, shares the latest trends and newest developments in this fast-changing corner of the profession, and looks ahead to what's next.
7/18/202223 minutes, 20 seconds
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Getting progressive with technology

Twyla Verhelst, the leader of the FreshBooks Accounting Partner Program talks about how firms can leverage new technologies to improve their client experience.
7/11/202224 minutes, 20 seconds
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Succession planning for small firms

AICPA vice president of small firm interests Carl Peterson dives into the details of finding an exit plan for smaller practices, which can be even more fraught and complex than for larger firms.
6/27/202221 minutes, 10 seconds
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The chief future officer

CFOs and corporate accountants face a future full of challenges and opportunities, according to Tom Hood, the executive vice president of business growth and engagement at the AICPA.
6/20/202221 minutes, 45 seconds
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Moving from hours to value

Professional services consultant Loren Fogelman of Business Success Solution dives into how accountants can find and communicate value without being dragged down by the anchor of the billable hour. 
6/13/202222 minutes, 59 seconds
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New tools for DEI

Tenaya Taylor, the diversity, equity & inclusion director at Top 100 Firm EisnerAmper, discusses a new incentive program to get staff involved in DEI efforts, as well as the accounting profession's progress in this area.
6/6/202217 minutes, 24 seconds
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Accounting in an age of uncertainty

The new CEO of Top 15 Firm Moss Adams, Eric Miles, shares his thoughts on the major challenges and opportunities facing accounting firms and the profession as a whole.
5/16/202221 minutes, 12 seconds
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Private equity in accounting

Phil Whitman of Whitman Business Advisors offers a primer on what the entry of PE money into the accounting profession means for firms.
5/9/202233 minutes, 22 seconds
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Why the Metaverse matters to you

Jerry Eitel, the newly appointed chief Metaverse officer at Prager Metis, explains why his firm is pioneering this new digital space, and what it can offer accountants.
5/2/202223 minutes, 59 seconds
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A turning point in ESG reporting?

EY Americas corporate and ESG reporting thought leader Marc Siegel dives into the recent SEC proposals around climate disclosures amid the broader context of the rise of ESG reporting.
4/25/202221 minutes, 25 seconds
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A major inflection point in the firm life cycle

NxtStep Consulting founder Sean Boyce identifies the key point at which growing firms need to change how they operate, or risk stagnating, and shares what the key issues they need to deal with.
4/18/202221 minutes, 49 seconds
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Accounting's 'Mom' problem

CPA Moms founder Mayumi Young talks about the issues facing women and mothers in accounting, and why innovative approaches like her unique franchise model can help.
4/11/202226 minutes, 10 seconds
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Issues in cannabis accounting

NACATPros' Naomi Granger discusses the latest developments in the industry, and what accountants and tax pros who serve it need to know.
4/4/202223 minutes, 33 seconds
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'Sunny Gets Money' and the value of financial literacy

CPA and accounting educator Bee Nance talks about the importance of financial literacy, her new book of finance advice for kids, and her role as an accounting educator.
3/28/202217 minutes, 36 seconds
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Innovations in employee benefits

Lou Ann Hutchison of Grant Thornton details a unique new way firms can offer benefits to staff: the lifestyle spending account.
2/28/202221 minutes, 50 seconds
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Taking partner comp to the next level

Partner compensation systems should be about much more than just divvying up the money, says Mark Masson of Axiom Consulting Partners — they should also be about achieving the firm's strategic goals.
2/14/202229 minutes, 27 seconds
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Surviving tax season

Marty Davidoff of Top 100 Firm Prager Metis discusses the major issues practitioners should be aware of for the rest of tax season.
2/7/202223 minutes, 19 seconds
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Auditing ESG reports on climate change and sustainability

Marie-Laure Delarue, global assurance vice chair at EY, discusses how accounting firms can provide audit and assurance services to help companies with their ESG reporting and the formation of the new International Sustainability Standards Board.
1/31/202217 minutes, 18 seconds
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A tax prep revolution?

Mark Steber, chief tax information officer of Jackson Hewitt, discusses the tax prep chain's flat-fee offering, what tax season's going to look like, and the future of tax prep.
1/24/202231 minutes, 21 seconds
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Creating entertainment for accountants

Mike Whitmire of FloQast and Drew Carrick of FloQast Studios take us behind the scenes of creating the first comedy series for accountants, "PBC," and share why the company is building its own content studio.
1/17/202225 minutes, 39 seconds
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Staffing trends for 2022

Frances Moreno of Vaco discusses the obstacles and opportunities facing those looking to hire accountants in the New Year.
1/10/202218 minutes, 54 seconds
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Brace yourselves for 2022

Industry expert Allan Koltin shares his expectations for the next 12 months in accounting
1/3/202230 minutes, 59 seconds
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Fighting climate change through taxes

Kate Barton, global vice chair of tax at Big Four firm EY discusses tax-related trends highlighted by the recent COP 26 gathering, from carbon taxes to the tax incentives in recent and planned legislation around the world.
12/20/202115 minutes, 22 seconds
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Sales tax issues for 2022

Scott Peterson of Avalara shares the top issues sales and use tax issues for the coming year, starting with the unexpected large amount of money in state coffers.
12/13/202122 minutes, 13 seconds
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It's time to prune your client base

Growth expert Gale Crosley explains why it's critical to jettison your worst clients — and how to do it.
12/6/202125 minutes, 12 seconds
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The best benefits for accountants

Mike Monahan and Lou Ann Hutchison of Grant Thornton discuss how the pandemic is changing the benefits accounting firms offer staff, and which benefits they have to have to keep staff engaged and on board.
11/29/202124 minutes, 32 seconds
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New blueprints for careers in accounting

With career paths in the profession multiplying and growing more complex, former KPMG office managing partner and author of "Advice for a Successful Career in the Accounting Profession" Jerry Maginnis shares top tips for helping young accountants optimize their careers.
11/15/202125 minutes, 26 seconds
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Blockchain and the future of audit

Heather Paquette, KPMG's national technology assurance leader - audit, talks about how digital ledger technologies are impacting business in general and the auditing profession in particular.
11/8/202120 minutes, 31 seconds
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New directions in CAS

Erik Asgeirsson of CPA.com and Jennifer Wilson from ConvergenceCoaching discuss what firms need to do to make the most of Client Accounting Services, and to share insights from CPA.com's latest CAS benchmarking study.
11/1/202126 minutes, 28 seconds
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Where does the value of a firm come from?

As more and more firm owners look to transition, it's crucial that they understand what, exactly, is valuable about their practice. The Visionary Group's Bob Lewis and Doug Lewis dive into what makes a practice saleable — and what doesn't.
10/25/202130 minutes, 6 seconds
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Overseeing international ethics for accountants

Stavros Thomadakis, chair of the International Ethics Standards Board for Accountants, discusses accounting ethics and the changes he has seen in the standards during his tenure as Global Ethics Day approaches.
10/18/202123 minutes, 46 seconds
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100 years of Black CPAs

Crystal Cooke of the AICPA and Todd Shapiro of the ICPAS discuss the centennial of the first Black CPA, what we can learn from pioneering Black accountants, and the work the profession needs to do on diversity.  
10/4/202127 minutes, 37 seconds
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The fight against fraud

Forensic accounting champion Dawn Brolin on what accountants can do to help clients detect and prevent scams.
9/27/202126 minutes, 11 seconds
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Problems in the CPA pipeline

Todd Shapiro and Kari Natale of the Illinois CPA Society discuss the dearth of CPA candidates, and the profession can do about it.
9/20/202132 minutes, 18 seconds
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Accountants and ESG

Becker's Tim Gearty shares insights on why and how accountants are getting involved in sustainability and environmntal, social and governance disclosures.
9/13/202122 minutes, 32 seconds
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Getting through a PCAOB inspection

Jackson Johnson of Johnson Global Accountancy shares best practices for auditors facing their overseer -- and for making audits better in general.
8/30/202127 minutes, 30 seconds
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Top lessons for small practices

Small and midsized accountants were crucial to their clients around the world over the past year, say IFAC experts Chris Arnold and Monica Foerster, but they had to change their own practices to keep up.
8/23/202116 minutes, 40 seconds
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Misconceptions about CAS

Carrie Steffen of the Whetstone Group on how accountants need to think differently — but not that differently — when they offer client accounting services.
8/16/202129 minutes, 44 seconds
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A call for 'Designated Motivators'

With accounting firms facing high levels of burnout, thought leader and modern firm pioneer Dawn Brolin talks about her new book, "The Designated Motivator," and explores how firms can keep staff engaged and inspired.
8/9/202123 minutes, 4 seconds
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Innovation in accounting

Grant Thornton's Chris Stephenson and Joe Brown talk about why firms need to embrace being more creative with services, products and technology.
8/2/202139 minutes, 50 seconds
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Thinking differently about firm models

Major elements of the accounting firm model are changing, and Tamera Loerzel and Jennifer Wilson of ConvergenceCoaching identify some of the most important changes that firm leaders need to keep up with.
7/26/202129 minutes, 11 seconds
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'Dear Accountant:' Lessons from the profession

Author and CPA CeCe Leung shares what she learned from telling the stories of pioneering accountants in her book, "Dear Accountant."
7/19/202119 minutes, 10 seconds
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Leveraging data analytics for the recovery

As companies look to come back from the pandemic, data analysis can help them drive re-engineering processes, enhance risk controls and otherwise bounce back stronger, according to RSM International global chief innovation officer Paul Herring.
7/12/202131 minutes, 4 seconds
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The roadblocks to diversity in accounting

Lara Abrash, the CEO of the U.S. audit and assurance business of Deloitte, and Deloitte partner Thalia Smith discuss why so many of the accounting profession's diversity, equity and inclusion efforts have met with little success, and what needs to happen going forward, as the Big Four firm rolls out a major initiative.
6/28/202118 minutes, 49 seconds
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Closing the skills gap in accounting

Sue Coffey and Carl Mayes of the AICPA addresses what needs to change in accounting education and training to prepare accountants for the future.
6/21/202119 minutes, 22 seconds
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Getting ready for the recovery

The pandemic has been going on so long that it can be hard to imagine what things will look like afterward -- but businesses need to start preparing now for their eventual emergence, according to Cynthia Romano and Kevin Clancy of CohnReznick.
6/14/202123 minutes, 5 seconds
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The PPP and the future beyond the pandemic

Barry Melancon of the AICPA and Erik Asgeirsson of CPA.com review the successes of the Paycheck Protection Program, and how accountants should be thinking about the future to guide their clients out of the pandemic.
6/7/202126 minutes, 34 seconds
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Building a CAS practice

Veteran accounting technologist David Bergstein talks about creating a playbook for client accounting services, and building a technology stack to support it.
5/17/202122 minutes, 59 seconds
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The downside of auditor rotation

Recent research from University of Kansas business professor Amanda Winn suggests that partner rotation and PCAOB inspections may have some unintended effects.    
5/10/202118 minutes, 58 seconds
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Accounting makes a better career than ever

The pandemic has actually highlighted -- and in some cases improved -- the accounting profession's attractiveness, according to Jennifer Wilson and Tamera Loerzel of ConvergenceCoaching.
5/3/202127 minutes, 47 seconds
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The 'Unstoppable Practice'

Joe Woodard lays out a blueprint for the idea accounting firm of the future.  
4/26/202133 minutes, 54 seconds
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Red flags of fraud during COVID

John Hanson, managing director of BDO's Forensic Investigation and Litigation Services practice, discusses the tell-tale signs to look out for in businesses during the pandemic.
4/19/202124 minutes, 32 seconds
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Diversity in a virtual world

GHJ's Derrick Coleman explains why the pandemic and the move to remote work can help the accounting profession move the needle on diversity. 
4/12/202120 minutes, 10 seconds
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New directions in audit

KPMG's Scott Flynn dives deep into the future of auditing, and what it will mean in terms of technology, staffing and more.
4/5/202122 minutes, 44 seconds
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Becoming a workplace of choice

The staff crunch continues its relentless pressure on accounting firms, making it all the more important for them to become employers of choice. Peter Burke of Best Companies Group details the latest trends in creating employee-friendly workplaces.
3/29/202118 minutes, 47 seconds
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First steps in the move to advisory

Growth consultant Gale Crosley shares crucial guidance for firms looking to focus on consulting and advisory services.
3/22/202119 minutes, 19 seconds
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Inside the Top 100 Firms

The performance and experiences of the biggest practices in accounting in 2020 offer six lessons for the profession.
3/15/202110 minutes, 46 seconds
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New ways to be an accountant

Marjorie Adams of Fourlane discusses nontraditional careers in accounting, and why she's setting up a scholarship fund to encourage students to explore them.
3/8/202119 minutes, 56 seconds
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Myth-busting: The move to advisory

Will Hill and Paul Miller of "The Pulse of the Practice" podcast correct some of the accounting profession's biggest misconceptions around the shift to value-added services.
3/1/202132 minutes, 23 seconds
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Building an exit ramp

No one likes to contemplate their own mortality, but John Napolitano of U.S. Wealth Management makes it clear why accountants need to get their business-owner clients thinking about exit planning.
2/22/202121 minutes, 20 seconds
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Accounting without borders

Growth consultant Gale Crosley talks about taking a practice across the country and around the world.
2/16/202122 minutes, 58 seconds
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The current state of valuations

Determining the value of a CPA firm or other business is as much art as science, according to Nainesh Shah and Evan Levine of Complete Advisors LLC.
2/8/202120 minutes, 13 seconds
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A year of disruption in sales tax

The changes wrought by the pandemic in ecommerce and much more will play out in the sales tax arena across 2021, according to Avalara's Liz Armbruester.
2/1/202119 minutes, 35 seconds
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Rethinking your firm in 2021

With the pandemic shaking things up, now is a great time to reexamine your practice, and Amanda Aguillard of Elefant Training and Accounting Salon offers a guide to what the firm of the future can look like.
1/25/202129 minutes, 24 seconds
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The new Form 1099-NEC

Companies and their advisors will want to make sure they're up on what's reported on the form, how it's changing the 1099-MISC, and the state-reporting wrinkles that go along with it, says Janice Krueger of Greatland.
1/19/202115 minutes, 4 seconds
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The future is remote

The changes of the past year around how and where staff can work are irreversible, and accounting firms need to adjust and find ways to make the most of the tremendous opportunities afforded by "boundaryless" work, say Jennifer Wilson and Renee Moelders of ConvergenceCoaching.
1/11/202131 minutes, 17 seconds