ACCOUNTING ARC

Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | ARC

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MVP culture, investor pressure, and marketing—not product quality—often decide winners. 

Sponsored by True Advisor: The Definitive Success Guide for Client Advisory Services by Hitendra Patil |
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The step-by-step operating guide for firms building, pricing, and scaling advisory services that clients value—and pay for.

Accounting ARC
With Liz Mason and Byron Patrick
Center for Accounting Transformation

The accounting technology market looks crowded from the outside. New tools launch every month. Conference expo halls overflow with promise. And artificial intelligence is accelerating everything. 

But beneath that surface, the economics of building accounting technology tell a more complicated story—one shaped as much by venture capital and sales pressure as by innovation itself. 

MORE Accounting ARC: Recognize When You Need to Recharge Before You Burn Out | Valuing More Than the Balance Sheet | Accounting’s “Untalked-About” Frontier | Why Happiness is Hard-Fought for High Achievers | The Fastest Way to Lose Talent Is “Dick Leadership” | Post-Holiday Fatigue Isn’t a Failure; It’s a Signal | OCR, Research Bots & Meeting Assistants: What Actually Helps Now | Return Season is the New Stress Test | Small Firms May Have the Biggest Advantage in 2026 | Downgraded: What the DOE Said About Accounting | Savage: Using Your License as a Megaphone |  Baker: Interpreting Pricing Psychology | Don’t Get Fired by Your Own Automation | What Amazon Doesn’t Tell You | Royalties, Residuals, and Reality Checks | ARC-SLC 

In the latest episode of Accounting ARC, Byron Patrick, CPA.CITP, and Liz Mason, CPA, step back to examine how the industry got here—and where it is likely headed next. 

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When “What If” Becomes Reality | ARC

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A near-tragedy sparks a critical conversation on business continuity, risk, and responsibility in accounting firms.

Sponsored by True Advisor: The Definitive Success Guide for Client Advisory Services by Hitendra Patil |
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Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.
The step-by-step operating guide for firms building, pricing, and scaling advisory services that clients value—and pay for.

Accounting ARC
With Liz Mason, Byron Patrick, and Donny Shimamoto
Center for Accounting Transformation

Business continuity planning often lives in the realm of “someday.”

Until it doesn’t.

In the latest episode of Accounting ARC, hosts Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP; and Liz Mason, CPA, tackle a topic many professionals avoid: what happens when the unexpected actually happens.

The conversation opens not with theory, but with a moment that makes the stakes unmistakably real.

MORE Accounting ARC: Recognize When You Need to Recharge Before You Burn Out | Valuing More Than the Balance Sheet | Accounting’s “Untalked-About” Frontier | Why Happiness is Hard-Fought for High Achievers | The Fastest Way to Lose Talent Is “Dick Leadership” | Post-Holiday Fatigue Isn’t a Failure; It’s a Signal | OCR, Research Bots & Meeting Assistants: What Actually Helps Now | Return Season is the New Stress Test | Small Firms May Have the Biggest Advantage in 2026 | Downgraded: What the DOE Said About Accounting | Savage: Using Your License as a Megaphone |  Baker: Interpreting Pricing Psychology | Don’t Get Fired by Your Own Automation | What Amazon Doesn’t Tell You | Royalties, Residuals, and Reality Checks | ARC-SLC 

Mason, CEO of High Rock Accounting, recounts a recent skiing accident in which she fell roughly 200 yards and collided with a tree at high speed. She survived with a broken leg—but the incident forced a sobering question: What would have happened to her firm if she hadn’t?

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Will AI Make Students Better Learners — or Just Faster Workers? | SLC

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Educators explore ethics, creativity, critical thinking and the future of learning in an AI-powered world.

Sponsored by True Advisor: The Definitive Success Guide for Client Advisory Services by Hitendra Patil |
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Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.
The step-by-step operating guide for firms building, pricing, and scaling advisory services that clients value—and pay for.

Student-Led Conversations
With Harshita Multani
Center for Accounting Transformation

Artificial intelligence is no longer a future issue in education. It is already shaping how students study, how teachers prepare lessons, how universities think about access and admissions, and how employers evaluate readiness for the workforce.

MORE SLC: Why the Next Generation May Be Accounting’s Greatest Competitive Advantage | Students Redefine Career Readiness | Savage: Using Your License as a Megaphone |  Baker: Interpreting Pricing Psychology | Royalties, Residuals, and Reality Checks | ARC-SLC 

In this episode, host Harshita Multani, a Center for Accounting Transformation intern and Indiana high school business student, leads a thoughtful discussion on AI in education with Markus Ahrens, Ph.D., CPA, CGMA, FMAA, of the American Accounting Association, and David Wood of Brigham Young University.

What makes this conversation stand out is not just the topic. It is the perspective.

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Recognize When You Need to Recharge Before You Burn Out | ARC

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Paying attention to personal stress signals can help professionals recharge before fatigue turns into burnout.

Sponsored by True Advisor: The Definitive Success Guide for Client Advisory Services by Hitendra Patil |
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Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.
The step-by-step operating guide for firms building, pricing, and scaling advisory services that clients value—and pay for.

Accounting ARC
With Liz Mason, Byron Patrick, and Donny Shimamoto
Center for Accounting Transformation

In accounting, exhaustion does not always look dramatic. 

Sometimes it looks like irritability. Sometimes it looks like staring at a spreadsheet that suddenly makes no sense. Sometimes it looks like mental fog, poor focus, a mild headache, or the sense that even small decisions take too much effort. 

MORE Accounting ARC: Valuing More Than the Balance Sheet | Accounting’s “Untalked-About” Frontier | Why Happiness is Hard-Fought for High Achievers | The Fastest Way to Lose Talent Is “Dick Leadership” | Post-Holiday Fatigue Isn’t a Failure; It’s a Signal | OCR, Research Bots & Meeting Assistants: What Actually Helps Now | Return Season is the New Stress Test | Small Firms May Have the Biggest Advantage in 2026 | Downgraded: What the DOE Said About Accounting | Savage: Using Your License as a Megaphone |  Baker: Interpreting Pricing Psychology | Don’t Get Fired by Your Own Automation | What Amazon Doesn’t Tell You | Royalties, Residuals, and Reality Checks | ARC-SLC 

In the latest episode of Accounting ARC, hosts Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP; and Liz Mason, CPA, take on a subject that lands close to home for many professionals, especially during demanding stretches of work: how to recharge when the pace is relentless and the pressure does not let up.

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Valuing More Than the Balance Sheet | ARC

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Understanding a company’s history, leadership, and future matters as much as financial statements.

 

Sponsored by The Balanced Millionaire: The Advisor Edition by Dr. Jackie Meyer | See Today’s Special Offer

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Accounting ARC
With Donny Shimamoto
Center for Accounting Transformation

Build a 7-figure firm in just 4 hours a week!

Donny Shimamoto, CPA.CITP, CGMA, opens a recent episode of Accounting ARC with a simple question: How do you value a business when the numbers tell only part of the story?

His guest, Baria Jaroudi, a Houston-based director in BDO’s business valuation and advisory practice, says valuation work requires more than reviewing financial statements. It requires understanding how owners built the business, where cash flow comes from, and what risks and assumptions shape a credible and defensible value — especially in family law and divorce matters, where the stakes can run high.

MORE Accounting ARC: Accounting’s “Untalked-About” Frontier | Why Happiness is Hard-Fought for High Achievers | The Fastest Way to Lose Talent Is “Dick Leadership” | Post-Holiday Fatigue Isn’t a Failure; It’s a Signal | OCR, Research Bots & Meeting Assistants: What Actually Helps Now | Return Season is the New Stress Test | Small Firms May Have the Biggest Advantage in 2026 | Downgraded: What the DOE Said About Accounting | Savage: Using Your License as a Megaphone |  Baker: Interpreting Pricing Psychology | Don’t Get Fired by Your Own Automation | What Amazon Doesn’t Tell You | Royalties, Residuals, and Reality Checks | ARC-SLC 

“I like to think of myself as someone who brings clarity and calm in moments that can otherwise feel overwhelming,” Jaroudi says.

Shimamoto, founder and managing director of IntrapriseTechKnowlogies LLC and founder and inspiration architect for the Center for Accounting Transformation, says that role reflects a core purpose of the profession: accountants deliver peace of mind. In Jaroudi’s work, that means translating complex analysis into conclusions clients can understand — and conclusions that can withstand scrutiny.

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