Don’t skip the notes.
By Ed Mendlowitz
77 Ways to Wow!
How do you start reviewing a financial statement? Like any good book, you must start at the beginning.
Exclusively for PRO Members. Log in here or upgrade to PRO today.But where is the beginning? And how can you do it in only seven minutes? Here is how …
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Productivity and profitability will benefit.
By August Aquila
MAX: Maximize Productivity, Profitability and Client Retention
If you understand your client base you can better allocate resources and effectively manage your human, financial, technological and other assets to maximize efficiency, productivity and profitability. Here are steps you can take to allocate resources effectively:
Exclusively for PRO Members. Log in here or upgrade to PRO today.
Three business development tasks to help prepare them.
By Martin Bissett
Business Development On a Budget
If you are a partner in your firm, you may already have asked yourself the all-important question: how can I successfully retire and have someone else take over the firm?
Exclusively for PRO Members. Log in here or upgrade to PRO today.The partner who has a satisfactory answer to that question is the one who is committed not only to developing business and building the firm on a regular basis, but also to developing and preparing the next generation of professionals in the firm.
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Accounting must abandon toxic traditions, prioritize people over profits, and rebuild its mentoring culture—or risk losing the next generation entirely.
The Disruptors
With Liz Farr
Yuri Kapilovich didn’t set out to become #TheFunCPA. It started as a casual hashtag when he shared photos from buses and bikes, but it stuck—especially after a networking event where attendees misread his booth sign and started calling him “The Funk PA.” The nickname became a brand, but it also reflects his deeper mission: bringing humanity and humor back to a profession that’s burning out its best talent.
CPA TRENDLINES CELEBRATES: The 100th Episode of The Disruptors
MORE STREAMING: Martha Yasso: From Wall Street to Main Street | Jackie Meyer: Tax Plans in 90 Seconds? Believe It | Erica Goode: Build a $200K Firm in 15hrs/Week | Randy 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 Replaceable | Ditching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | Jean Zick: Happy Team = Happy Clients | Breslin & Greathead: Be a Client Advocate | Dominic Piscopo: Clear Pay=Bargaining Power | Debbie Kilsheimer: Stop Thinking Small |
Kapilovich, founder of Kapilovich & Associates, believes the root of accounting’s talent shortage is simple: misplaced priorities. “We, as a profession—especially in the larger firms—have lost sight of the fact that the number one asset we have is our people,” he says. “It’s not the clients.”
CPAClub is doing what few dared: killing the billable hour, shrinking the workweek, and proving that audit doesn’t have to suck.
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 Week | Randy 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 Replaceable | Ditching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | Jean Zick: Happy Team = Happy Clients | Breslin & Greathead: Be a Client Advocate | Dominic Piscopo: Clear Pay=Bargaining Power | Debbie Kilsheimer: Stop Thinking Small |
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.