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Exclusive information. Extraordinary insight. 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 d ...
 
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In this interview, Richard Rothstein (Founder of Rothstein Consulting) speaks with Dan Tyer (Author of Inbound Organization, Hubspot) about what recruiting looks like for accounting firms in 2021, and how Covid has affected things. This is a little different episode in that we are talking to a marketing professional about organizational trends and …
 
With Sarah Johnson Dobek and Ty Hendrickson Inovautus Consulting Sales is sometimes presented as this abstract notion of convincing someone to buy your product, but it actually follows a simple framework. It may seem like an obvious answer, but there’s some science behind the why. Key Takeaways: What makes a good business developer. The skills prof…
 
In this interview, Ronald Kranzler, Managing Partner of HKMP, talks about what recruiting looks like for accounting firms these days, and how Covid has affected things. Ronald talks about retention is at a boutique blue-chip tech-forward firm like HKMP, that has a focus on companies worth over a billion dollars and works hand in hand with Big Four …
 
EisnerAmper CEO Charly Weinstein calls the firm’s deal to take on private equity a new wrinkle in the profession’s decades-old struggle to secure fresh capital for expansion in an increasingly competitive marketplace. More here: http://cpa.click/WeinsteinPE Pictured: Charly Weinstein
 
With Dom Esposito and Anthony Zecca EisnerAmper’s deal to take on private equity and spin off its attest firm represents a new path forward for firms seeking capital to remain competitive in talent and in technology, according to Dom Esposito and Anthony Zecca, two veteran big-firm leaders, in this exclusive CPA Trendlines Flash Briefing webinar. S…
 
Here's how to stand out online and attract new clients -- the right kind of clients -- to your tax and accounting practice. Let Becky Livingston be your guide. She's a seasoned digital marketer for accounting firms and the author of The Accountant's Social Media Handbook and SEO for CPAs: The Accountant's Handbook, both published by CPA trendlines …
 
The “Uncle Billy” Problem with the ERC With Bradley Burnett, JD LLM With 18 months of water under the bridge, we’re three-fourths of the way through the Employee Retention Program, the IRS changed their mind on an extremely important issue that changes many, many tax situations. Catch Bradley’s next webinar on the ERC here See the video The questio…
 
Bradley Burnett, JD LLM, delivers a first-read on the new IRS notice, which adds 34 pages of additional guidance on the Employee Retention Credit. What does it clarify? And will it help accountants help small business clients claim up to $330,000 in COVID relief?
 
Kill the billable hour, embrace remote work, stay flexible, get social, says Pasha Malik of Thyor. Twitter and Linkedin are the go-to resources for finding new talent at the McLean, Va.-based Thyor group of companies, founder and CEO Pasha Malik tells Richard Rothstein for CPA Trendlines. But he has much more to say about fixing the accounting busi…
 
In this interview for CPA Trendlines, Richard Rothstein speaks with Manny Cosme, President of CFO Services Group, about recruiting new talent in the age of COVID. Manny makes some great points about working for a small nimble firm like CFO Services Group and the challenges of retaining great talent in the face of competition from bigger firms for h…
 
With Richard Rothstein In this interview for CPA Trendlines, Ed Gattis, founder of Parabellum Systems, talks to Richard Rothstein, founder of Rothstein Consulting, about the global recruiting trends and how that is affecting hiring in the accounting world. Here Gattis talks about his experience in recruiting and recruiting for the accounting commun…
 
With Steven Sacks The NEW Fundamentals The main problem with the annual budget process as a fiscal exercise done by the accountants is that it is disconnected from the executive team strategy. Corporate finance expert Gary Cokins says that allows too much room for bad habits, such as the use-it-or-lose-it mindset of allocated resources, as well as …
 
How to overcome the mind-blocks holding you back from total success. With Steven Sacks, author of "The NEW Fundamentals: Thriving in Disruption" Professionals need to use a blend of psychology and strategy to guide them with both mental fitness and tactics to produce career breakthroughs, executive coach Nancy Fox tells Steven Sacks. In business, t…
 
Profitability Analysis & Reporting Management finance expert Gary Cokins says there's nothing wrong with activity-based costing, in this conversation with Steven Sacks for CPA Trendlines. Except that you're probably doing it all wrong. Takeaways: – The deficiencies with product and service line costing have to do with overhead allocations. The prob…
 
With cyber-crime growing by leaps and bounds, accountants are caught in the cross-hairs, cyber-security professional Jill Cagliostro tells Steven Sacks for CPA Trendlines. Cagliostro, senior product manager with Splunk, a data management and security company, says “cybercriminals are getting more advanced. They’re finding new avenues and new ways t…
 
With Steven Sacks for CPA Trendlines. The accounting profession is "stuck in a rut," says James N. Lopiccolo, founder and managing member of Capocore Professional Advisors, in Lake Orion, Mich. He says CPAs can't see "the challenges that are coming by from other non-CPA firms." Lopiccolo's answer is offering service agreements, instead of billing b…
 
With Steven Sacks To be more competitive, CPAs need to shift their focus from compliance service to process-oriented, value-added work, veteran CPA David Bergstein tells CPA Trendlines. This means working with clients to understand their business operations, competition, and financial challenges, such as liquidity, solvency, and profitability. The …
 
Staffing, Recruiting and Retention for the COVID Age. With Richard Rothstein Click here for more by Richard Rothstein Steven Braunstein, managing partner of Snyder Cohn in North Bethesda, Md., talks about the impact of COVID on staff recruiting and retention -- including virtual "Lunch with Steve" sessions. Braunstein describes the culture at the 1…
 
CPAs and finance leaders have to start asking some really painful questions like, according to Gary Cokins, an internationally recognized expert in performance management, in this interview with Steven Sacks for CPA Trendlines. Questions like: • Do we know where we make or lose money, reasonably accurately? • Do our managers understand the strategy…
 
Richard Rothstein and Frank Stitely discuss How COVID Changes Recruiting, for CPA Trendlines. In this video, Richard Rothstein (Founder of Rothstein Consulting, CMO of Clarity Practice Management) interviews Frank Stitely (Managing Partner of Stitely & Karstetter, CEO of Clarity Practice Management) about how Frank’s firm has handled recruiting acc…
 
With Matt Solomon for CPA Trendlines Bill Carroll, CEO of Hoops HR, reveals the three keys to smart hiring for accounting firms, in this conversation with Matt Solomon. "We look at retention in really three key areas," Carroll says. "It's security for that person. A lot of that has to do with income, but a lot of that has to do with how they're tre…
 
Steve Sacks interviews Jack Shaw about the 101 of Blockchain for Business for CPA Trendlines. The Blockchain Basics for Business podcast discusses the elements of the technology, its early beginnings, the industries impacted, and the practical business applications. It is part one of a two-part series. The second part will cover the applicability o…
 
David Bergstein, CPA, CITP, CGMA, is a leader in tax and accounting technology issues, and a sought-after speaker, writer, and practitioner. David has been in the accounting industry for many years and has been a practicing accountant since 1966. While at the IRS he held various positions, including agent, trainer, speaker and technical chief. He r…
 
COVID-19 is putting new pressure on CPA firms to close merger deals, even if it means taking a haircut in the selling price, says Robert Fligel, the legendary New York-based CPA firm mergers-and-acquisitions dealmaker, in a new CPA Trendlines Flash Briefing. In this replay of the live web event, a fast-paced 30-minute webinar update, Fligel covers:…
 
Steven Sacks, author of The NEW Fundamentals, interviews David Bergstein, who says a perfect storm of emerging technologies, a competitive shakeout in accounting, and COVID-fueled change is creating a new range of challenges for accounting firms. The good news is: There are more opportunities than challenges. But You need to move fast. The window o…
 
Creating Customized Client Experiences in the Covid Age, with Eileen Kennedy [in only 30-minutes] Eileen J. Kennedy, CEO of The Kennedy Factor, demonstrates how to create a consistent, exceptional, customized, and memorable client experience in the Age of the Coronavirus. You can thrive for years to come – if you take the Covid Crisis as a call to …
 
And you only have one chance to get it right. Rick Telberg: Hi, I'm here today with Steve Nelson, CPA of Nelson CPA, managing member. You probably know him best because he's sold five million or more copies of QuickBooks For Dummies. Steve, thanks for joining us today. Steve Nelson: Thanks, Rick. Rick Telberg: The first question is, let's talk abou…
 
With Steven Sacks The NEW Fundamentals Armed with the latest technologies, accountants can do more than ever – faster, better, and cheaper. But too many accountants are missing the biggest opportunity that technology creates, according to Judy Trepeck, long a leading figure in the profession. In her conversation with Steven Sacks, Trepeck, currentl…
 
CPA firms are ill-prepared for the new era of virtual, work-from-home partners and staff, according to Bill Reeb, a leading CPA firm practice consultant, in this conversation with CPA Trendlines contributor Steven Sacks. Management at all levels will need to adapt, Reeb says, requiring new processes and procedures. But more than anything, it requir…
 
Tax season turns into 'advisory season,' and a whole new niche is born. By CPA Trendlines Research Gabrielle Luoma, long one of the profession's leading innovators, says the future under COVID-19 belongs to the quick and the smart, in this exclusive video interview with CPA Trendlines. Firms will need to deploy new services to attract new clients w…
 
By Liz Gold CannaBizCPA.PRO A strong network in cannabis, staying up-to-date on all the moving parts of legislation and reading constantly keeps Zach Gordon, CPA well-informed as co-practice leader of Janover LLC’s Cannabis Industry Practice Group. He’s also the chair of the New York State Society of CPAs’ Cannabis Industry Committee and planning t…
 
Green Bits: Helping Cannabis Retailers Stay Compliant With Liz Gold cannabizcpa.pro at cpatrendlines.com After selling his former company, Outright, to GoDaddy in 2012, Ben Curren stayed at the company for a year and then started considering what he would do next. After listening to cannabis-related news and realizing the inventory problems that we…
 
Robinson targets fast-growing business sectors facing common problems. With Liz Gold http://www.CannaBizCPA.Pro at https//cpatrendlines.com For Sean Robinson, CPA, MBA, and founder of Tebaja Consulting LLC, his company is helping him answer a calling. Robinson spent a decade at Citigroup in various roles. During that time, he always had a fondness …
 
Keeping Cannabiz Clients in Compliance. New accounting technology is part of the package. With Liz Gold http://CannaBizCPA.Pro at https://cpatrendlines.com When Cristina Garza launched her cannabis accounting and payroll company, CannaComply, back in 2014, she wanted to make sure she understood the nuances and complexities of the industry. She did …
 
In a tsunami of institutional investors flooding the market, Karnes sees opportunity. By 2022, Matthew Karnes, CPA, said he expects every state in the country will have implemented either a medical-only or a fully legal cannabis market to reach $35 billion in retail sales. Karnes is founder of GreenWave Consultants, one of the industry's leading Wa…
 
Required of clients: a legal bank account or detailed cash logs. With Liz Gold http://cannabizcpa.pro | https://cpatrendlines.com A proponent of marijuana since college, Laura Durham, CPA, went into private industry after a stint at Arthur Andersen. She worked at a beef company, a software company and later at a manufacturing company. It was during…
 
Startup ERP platform for cannabis companies offers six 6 modules on a Microsoft backbone. With Liz Gold http://CannaBizCPA.Pro at https://CPATrendlines.com Alex Glueckler began his career as an accountant at CliftonLarsonAllen. After years in financial leadership positions with large cannabis companies, today he works with Silver Leaf CBC (Cannabis…
 
Rich Wortmann is proud of his cannabis clients. And he's leading the way in Pennsylvania, helping clients navigate tax, banking, and other complicated business issues. His word of advice for them? Hire a CPA at the beginning. Liz Gold caught up with Rich at MJBizCon Next in New Orleans to talk about his growing cannabis practice.…
 
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