Yasso: From Wall Street to Main Street | The Disruptors

Your real ROI comes from relationships, not spreadsheets.

 

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The Disruptors
With Liz Farr

Martha Yasso didn’t just balance billion-dollar books — she watched businesses crumble under them.

CPA TRENDLINES CELEBRATES: The 100th Episode of The Disruptors

MORE STREAMING: Jackie Meyer: Tax Plans in 90 Seconds? Believe It Erica Goode: Build a $200K Firm in 15hrs/WeekRandy Crabtree: Live at the Intersection of Passion & Skill |McClelland and Telka: Women Ready to Rewrite the Rules of Accounting | Jacob Schroeder: AI Won’t Replace Accountants—But It Will Reveal Who’s ReplaceableDitching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | Jean Zick: Happy Team = Happy Clients | Breslin & Greathead: Be a Client AdvocateDominic Piscopo: Clear Pay=Bargaining PowerDebbie Kilsheimer: Stop Thinking Small |

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She began her career in the high-octane world of junk bonds on Wall Street, where she relished the analytical challenges of cash flow modeling. But what initially felt like powerful work soon turned emotionally draining. “I was ripping apart companies and watching it happen in real time,” she says. “It was exhausting and depressing.”

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Meyer: Tax Plans in 90 Seconds? Believe It | The Disruptors

Boundaries, balance, and tech-powered efficiency are key to more fulfilling work.

This is a preview. The complete 1-hour video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
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The Disruptors
With Liz Farr

Jackie Meyer envisions a future where every taxpayer “has some kind of democratized access to tax-saving ideas.”

CPA TRENDLINES CELEBRATES: The 100th Episode of The Disruptors

MORE Jackie Meyer and The Concierge CPA

MORE STREAMING: Erica Goode: Build a $200K Firm in 15hrs/WeekRandy Crabtree: Live at the Intersection of Passion & Skill |McClelland and Telka: Women Ready to Rewrite the Rules of Accounting | Jacob Schroeder: AI Won’t Replace Accountants—But It Will Reveal Who’s ReplaceableDitching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | Jean Zick: Happy Team = Happy Clients | Breslin & Greathead: Be a Client AdvocateDominic Piscopo: Clear Pay=Bargaining PowerDebbie Kilsheimer: Stop Thinking Small |

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Those on the lower end of the income spectrum might be able to upload their 1040s for an instant readout of missed tax saving opportunities and connection to an advisor.

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Chris Vanover: Audit, Now with 100% Less Misery | The Disruptors

CPAClub is doing what few dared: killing the billable hour, shrinking the workweek, and proving that audit doesn’t have to suck.

Originally published Oct. 4, 2023.

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See The Disruptors

The Disruptors
With Liz Farr

Public accounting has long had a reputation for being slow to change, but in the world of audit, that pace has been glacial. Chris Vanover, CPA, founder and president of CPAClub (formerly AuditClub), is here to challenge that status quo. In this episode of The Disruptors, Vanover shares how he’s rebuilding audit from the ground up—ditching billable hours, crushing burnout, and making accounting cool (and flexible) again.

CPA TRENDLINES CELEBRATES: The 100th Episode of The Disruptors

MORE STREAMING: Erica Goode: Build a $200K Firm in 15 Hours a WeekRandy Crabtree: Live at the Intersection of Passion & SkillMcClelland and Telka: Women Ready to Rewrite the Rules of Accounting | Jacob Schroeder: AI Won’t Replace Accountants—But It Will Reveal Who’s ReplaceableDitching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | Jean Zick: Happy Team = Happy Clients | Breslin & Greathead: Be a Client AdvocateDominic Piscopo: Clear Pay=Bargaining PowerDebbie Kilsheimer: Stop Thinking Small |

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And the transformation doesn’t stop with audit. CPAClub has expanded into tax and advisory, now offering a broader array of subscription-based solutions for CPA firms.

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Erica Goode: Build a $200K Firm in 15hrs/Week | The Disruptors

Thrive with a lean schedule, happy clients, and a calm home life.

This is a preview. The complete 1-hour video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
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The Disruptors
With Liz Farr

Erica Goode was exhausted and burned out as a corporate accountant and mom of two young children. “I could not figure out a sane way to operate a 50-hour work week and raise two kids and have a spouse who worked a 50-hour work week,” Goode explains. “I don’t think there is a great way to do it. It does not leave a lot of margin to be a full-time working parent.”

CPA TRENDLINES CELEBRATES: The 100th Episode of The Disruptors
The Disruptors

MORE STREAMING: Randy Crabtree: Live at the Intersection of Passion & SkillMcClelland and Telka: Women Ready to Rewrite the Rules of Accounting | Jacob Schroeder: AI Won’t Replace Accountants—But It Will Reveal Who’s ReplaceableDitching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | Jean Zick: Happy Team = Happy Clients | Breslin & Greathead: Be a Client AdvocateDominic Piscopo: Clear Pay=Bargaining PowerDebbie Kilsheimer: Stop Thinking Small |

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So she quit to become a full-time mom. However, she missed accounting.  So when the owner of the fitness studio where one of her children took Tae Kwon Do classes asked for help, she said yes, even though she had never touched QuickBooks before.

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23 Insights from 100 Episodes of The Disruptors

23 Insights from 100 Episodes of The Disruptors

Editor’s note: CPA Trendlines Research is celebrating the 100th episode of The Disruptors, hosted by Liz Farr. Here, Liz reflects on the lessons learned and what they portend for the profession.

The Disruptors
By Liz Farr

For CPA Trendlines

When this show began, the goal was to disseminate ideas that would improve accounting. We wanted the world to know more about people doing things differently than their parents’ or grandparents’ accountants. Maybe a firm owner would hear something they could experiment with. Or a manager would hear something that the ownership group might be willing to implement. Someone with just a few years of experience – or even no experience – would learn about firms that are great places to work. Or someone at any level would be inspired to hang out their shingle because of the many examples of people just like them who have done just that.

CPA TRENDLINES CELEBRATES: The 100th Episode of The Disruptors

MORE STREAMING: Paul Dunn: From Standard, to Stand Out, to Stand ForJacob Schroeder: AI Won’t Replace Accountants—But It Will Reveal Who’s ReplaceableDitching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | Jean Zick: Happy Team = Happy Clients | Breslin & Greathead: Be a Client AdvocateDominic Piscopo: Clear Pay=Bargaining PowerDebbie Kilsheimer: Stop Thinking Small | Dave Kersting: Collaborate with Co-Firming | Ashley Francis: AI’s a Partner, Not a Replacement | Richard Roppa-Roberts: Collaboration Over CompetitionIra Rosenbloom: M&A Numbers Are Easy – Culture Fit Is HardRoman Villard: Ditch the Suit & ShineMonique Swansen: Align Firm Values with ServicesTina McGill: How to Create Lasting Client ImpactStefan van Duyvendijk: Develop Operational MindsetSteve Evans: Why Traditional Hiring Methods Fail | Roger Knecht: Can You Be an Accountrepreneur?Beth Whitworth: Focus on Outcomes Not Hours |Mike Sylvester: Learn to Say NoSalim Omar: Identify Your Client’s $100,000 Problem | Jackie Meyer: Earn More with Fewer Clients

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Accounting is changing, thanks to the willingness of firm owners, consultants, coaches, innovators, and thought leaders who have generously shared their intellectual capital. Over the last several years, it’s been a privilege to tap into the collective wisdom of The Disruptors of this profession.

These conversations provide hope and guidance for the profession. While far too many firms still operate the way they have for decades, with long hours, nonexistent work-life balance, toxic culture, terrible clients, difficult co-workers, and micro-managing bosses, there are many, many firms out there that do not operate that way. We’ve heard through the grapevine that being a guest on this show is a badge of honor. However, we feel even more honored by all the amazing guests and their willingness to openly share their struggles, hopes, and ideas for making accounting better for future generations.

Here are 23 of the most important insights from 100 conversations with Disruptors.

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