CPA Trendlines Podcasts
CPA Trendlines
Exclusive information. Extraordinary insight.See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support. You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed. Facts. Figures. Insights. Implications. Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends. We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities. We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives. Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour.
Episodes
Mentioned books
Mar 27, 2023 • 50min
The Disruptors with Heather Smith: Try Not Growing Your Business
The DisruptorsWith Liz FarrHeather Smith has loved accounting since she was 14 and loves the flexibility the profession offers. Since the mid-2000s she has been one of the original cloud accounting nomads, with an accounting business that she says fits in a lovely Italian handbag.More here: https://cpatrendlines.com/2023/03/27/heather-smith-try-not-growing-your-business/In 2022, the ANISE Consulting founder based in Brisbane, Australia, demonstrated that nomadic lifestyle by attending all three live Xerocon events: London, New Orleans and Sydney. Heather is a tireless advocate for her small business clients and a fan of technology to improve our lives, including staffing.
Mar 21, 2023 • 26min
Jackie Meyer: Be a problem solver, not a number cruncher.
Jackie Meyer is a fan of value pricing and niching your practice. Her favorite area is tax planning, which doesn’t require a huge investment of time to provide huge financial benefits for clients. Her own firm tripled revenues by focusing on tax planning. Firms that focus on low-volume, highly-niched areas solve several problems at once.
Mar 16, 2023 • 39min
Transformation Talks with Dustin Verity: Keep an Open Mind and Constantly Learn
Dustin Verity admits to being cautious. He also admits to being a technophile.In the latest episode of Transformation Talks, the CPA explained being conflicted between his obsession with playing with the latest technology and finding the right fit for his firm."I've always been interested in technology and, and you know, efficiencies," Verity said, always wanting to know how his firm could produce more and work more efficiently. "That means less hours that we have to spend in the office ourselves."
Feb 17, 2023 • 1h 17min
Clayton Oates: One Way to Keep Clients for Life
“We’re ultimately in the people business. We’re in the relationship-building business. We just happen to do accounting.”That's how Clayton Oates, the founder of QA Business, views the accounting profession.Oates also believes accountants can choose whether they are playing a finite, zero-sum game with clients or the infinite game, which continues forever and results in an abundance forever mindset with clients, who will then be your clients for life.
Feb 10, 2023 • 1h 7min
Ron Baker: Monetize the Relationship, Not the Transaction.
Ron Baker has been on a crusade to transform accounting firms for decades, first by pushing us to kill the billable hour and to implement value pricing. Today, he’s advising accountants to switch to a radically different business model. His new book, co-authored with Paul Dunn, "Time’s Up! The Subscription Business Model for Professional Firms," explains the subscription model and why moving to this model aligns the values of firm owners with those of their customers.
Feb 10, 2023 • 52min
Randy Crabtree: Follow These 3 Rules to Keep Employees Happy
Randy Crabtree: Follow These 3 Rules to Keep Employees Happy
Jan 26, 2023 • 54min
Kenji Kuramoto: Kill the 40-hr work week, online pricing and other archaic accounting etiquettes.
Kenji Kuramoto: Kill the 40-hr work week, online pricing and other archaic accounting etiquettes.
Jan 13, 2023 • 33min
Chad Davis: You have an infinite canvas of opportunities to add more joy to your firm.
Chad Davis: You have an infinite canvas of opportunities to add more joy to your firm.
Dec 21, 2022 • 48min
Aynsley Damery: Rethink the 80:20 rule, because the 80% are likely stealing from you.
"...Clients who have started their own businesses are looking for a combination of “money, time and freedom.” However, Damery said, we’re selling them dashboards, KPIs and cash flow forecasting without explaining why that’s important and what that’s going to do for them. "Clients are looking for an advisor who's going to listen to me, understand my hopes, my fears, my vision, what the challenges are, and be able to be there to support me,” Damery said..."
Dec 12, 2022 • 1h 4min
Work Less, Earn More: Build the Accounting Firm of Your Dreams
Erik Solbakken: Create a firm you'd love working in. The Disruptors With Liz Farr for CPA TrendlinesErik Solbakken, a.k.a. “The Heavy Metal CPA,” is on a mission to free accountants from an oppressive business model. Solbakken spent 18 years working his way up to be a partner in a firm in Canada, but when the partnership fell apart, he was liberated to create a new kind of firm, where he and his staff never worked overtime, and he made more money. Today, he acts as the guide he wishes he’d had when he started, empowering accountants to create firms they love working in. More here: https://cpatrendlines.com/?p=105849
