LEADERSHIP

The Feedback Mistake That Costs You Your Best People | ARC

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Intent, tone and delivery matter just as much as the message itself. 

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Originally published Feb. 5, 2026
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Accounting ARC
With Liz Mason, Byron Patrick, and Donny Shimamoto
Center for Accounting Transformation

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

One poorly handled conversation can undo months—or years—of trust. In this episode of Accounting ARC, Donny Shimamoto, CPA.CITP, CGMA, Byron Patrick, CPA.CITP, and Liz Mason, CPA, unpack why difficult feedback often fails, how leaders can communicate with greater intention, and what separates constructive coaching from conversations that send employees looking for another job.

The conversation starts with a story familiar to anyone who has ever hovered over the “Send” button on a difficult message.

MORE Accounting ARC: Is Your Boss Really the Problem? | Most Accountants Are Missing This AI Shift | AI Can Fix Your Workflow—or Break It in Seconds | Efficiency Is the Wrong Goal for AI | Accounting’s Hidden Talent Risk: The Sandwich Generation | Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | 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 |

Mason, founder and CEO of High Rock Accounting, recalls proposing a conference talk with a deliberately provocative title — a reminder that most professionals feel the tension between holding the line and keeping the peace. The point, she says, is not to sanitize reality. It is to learn how to hold people accountable without turning it into a personal attack.

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Blumer, Vacin: What Only 5% of Firms Get Right | Disruptors

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It’s not just growth.

 

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The Disruptors
With Liz Farr
For CPA Trendlines

Scaling a business successfully usually doesn’t happen automatically when top-line revenue grows, as Jason Blumer and Ian Vacin explain in their new book, “Scale with Purpose: The Service Entrepreneur’s Guide to Intentional Growth.”

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Vacin, co-founder of Karbon, had seen a peculiar pattern across Karbon’s Practice Excellence survey over the last eight years. Instead of smooth growth curves, firm data showed distinct scaling plateaus at specific headcounts. “Ninety-five percent of firms had this going up motion. Generally, we get to 12 to 16 employees, and then go backward, and they would tell us, ‘Yeah, it grew too fast. It didn’t feel like the company that I wanted,’ ” he explains.

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The Most Expensive Promotion Your Firm Can Make | MOVE Like This

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It may create costly leadership gaps that affect engagement, retention, and firm performance.

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Originally published May 13, 2026
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MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines Research

Promotions are meant to strengthen an organization. But when firms elevate top performers without preparing them to lead, those promotions can become some of the most expensive decisions they make. The result is often disengaged employees, overwhelmed managers, and avoidable turnover.

MORE MOVE Like This | MORE CPA Trendlines Streaming Network

In this episode of MOVE Like This, Bonnie Buol Ruszczyk talks with Megan Robinson, founder and CEO of E Leader Experience, about why leadership isn’t a natural next step for every high performer—and what firms can do to build leaders intentionally instead of hoping they’ll figure it out.
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Is Your Boss Really the Problem? | ARC

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The hardest workplace lesson isn’t spotting a bad manager—it’s recognizing when you’re standing in your own way.

 

Sponsored by True Advisor: The Definitive Success Guide for Client Advisory Services by Hitendra Patil |
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Originally Published May 28, 2026.
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

In a candid, unfiltered episode of Accounting ARC, Liz Mason, CPA, CEO of High Rock Accounting, and Byron Patrick, CPA.CITP, senior product manager at Karbon and co-founder of TB Academy, confront one of the profession’s most relatable—and uncomfortable—topics: bad bosses. 

But the conversation goes further than workplace horror stories. Mason and Patrick explore a more nuanced reality: sometimes the boss is the problem—and sometimes it’s the employee. 

MORE Accounting ARC: Most Accountants Are Missing This AI Shift | AI Can Fix Your Workflow—or Break It in Seconds | Efficiency Is the Wrong Goal for AI | Accounting’s Hidden Talent Risk: The Sandwich Generation | Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | 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 |

“We wanted to talk about this topic because it’s really important to understand when you’re the problem, when your boss is the problem, and what acceptable boundaries are,” Mason says early in the episode.

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The Post-Audit Debrief Most Teams Get Wrong

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Here’s why most debriefs fail to change the next audit—and how to turn them into real design inputs.

By William Englehaupt

As one audit cycle closes and the next begins, most teams go through some form of debrief. In theory, this is where learning happens, where teams step back, reflect on what worked, what didn’t, and carry those insights forward.

In practice, it rarely works that way.

Debriefs are often rushed or treated as closure rather than input. The questions are familiar—what went well, what didn’t—but the discussion stays at the surface. Late nights, difficult clients, tight deadlines. The symptoms are easy to identify. The underlying causes are not. READ MORE →