Giles Pearson: Fix the Staffing Crisis by Swapping Experience for Education
Promote CAS services to students to recruit to the accounting profession.
The Disruptors
with Liz Farr
Promote CAS services to students to recruit to the accounting profession.
The Disruptors
with Liz Farr
“The perspective of a non-accountant is imperative.”
Transformation Talks
With Donny Shimamoto
Center for Accounting Transformation
Glen Harper, CPA, says businesses should be willing to reinvent themselves and that diverse perspectives can be a valuable asset. The owner of Harper & Company CPAs should know: He’s had to embrace both philosophies to become successful.
MORE TRANSFORMATION TALKS: Menlo Innovations: Improve Office Culture by Overhauling Internal Reviews | Dustin Wheeler: For Serious CAS Success, Hire Tech Teams | Chase Birky: Overcoming Paralysis By Analysis | Dustin Verity: Keep an Open Mind and Constantly Learn | James Ross: CSR for CPAs: The Missing Ingredient | O.D. Lanier: Stepping Into Advisory | Mike Maksymiw: The Secret to Success? A Growth and Abundance Mindset | Paul Mueller: From Tax to Transformation
MORE PODCASTS & VIDEOS: CAS or CAAS? Getting Clarity | The Seller’s Guide to Getting the Best Price for Your Firm | Doing Nothing Is Not an Option | Why the Future Is in Risk Advisory | Fine-Tuning the Subscription Fee Model | Thinking Smart about New Tech: Byron Patrick | Blake Oliver: Why Tax Work Yearns To Be Free | Private Equity Explodes in U.K. | Brannon Poe: The Status Quo Must Go | Accounting Nerds, Unlock Your Super Powers | Private Equity vs. the CPA Firm PartnershipThe FinTech Flood: Accounting Will Never Be the Same | Think Small to Think Big with Matt Wilkinson | Your Sales Tax Headaches Are Only Just Beginning | When Financial Statements Go Extinct with Corey Schmidt | Can Geraldine Carter Save Accountants from Themselves? | Re-Inventing Accounting with Tyler Anderson | Turning Client Service into New Revenue | See all podcasts and videos here
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In a recent episode of Transformation Talks, Harper tells host Donny Shimamoto, CPA, CITP, CGMA, who is also the founder and managing director of Intraprise TechKnowlogies LLC and the founder of the Center for Accounting Transformation, that a good advisor can help you see your business from a different perspective and identify opportunities that you may have missed. He said after some self-reflection, he needed what his successful clients already had–a CEO.
Enter Julie Smith.
Accounting is what we do. It is not who we are.
The Disruptors
with Liz Farr
Audit is on a self-destructive pathway if we don’t take action.
The Disruptors
with Liz Farr
What if pipeline issues aren’t related to education or experience but rather just image?
With Steven Sacks
The NEW Fundamentals: Thriving in Disruption
While firms and accountants continue to lament staffing challenges and research continues into finding workable solutions for firms and finance teams of all sizes, one idea that is beginning to gain more traction has less to do with education versus experience and more to do with marketing.
David Bergstein, CPA, CITP, CGMA, discussed the future of the profession, specifically the ongoing discourse surrounding the perceived necessity of a fifth year in accounting education.
MORE STEVE SACKS: How Do You Value Your Most Important Asset? | Which is Better: A Year of Education or A Year of Experience? | Sell Service, Not Hours | Private Equity vs. the CPA Firm Partnership | CAS or CAAS? Getting Clarity | Fine-Tuning the Subscription Fee Model | When Cyber-Crime Hits Close to Home | How to Build a Winning Proposal | Six Ways to Fix Your Firm Agreement | The Great Resignation or a Reshuffling? | Listen to Learn | Build the Framework to a Solution with Five Answers | Try for Success, Not a Win
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Bergstein challenged the conventional wisdom surrounding the 150-hour requirement for CPA eligibility, suggesting that the industry’s primary challenge lay not in the academic threshold but in the misperception of accounting as a lackluster career. “We’re beating a horse that’s almost dead,” he remarked, questioning the emphasis on extending education rather than redefining the profession’s image.
Create opportunities for others by getting out of the way.
The Disruptors
With Liz Farr
Stop saying yes to everything and start saying yes to yourself.
The Disruptors
With Liz Farr
Heather Satterley is well-known for being an accounting tech expert. But tech isn’t the only skill accountants need today and for the future. “You can have great technology skills, but if you don’t have people skills and those softer skills, that’s going to be a problem,” she said.
MORE PODCASTS and VIDEOS: Bill Penczak: Stop Forcing Smart People to Do Stupid Work | Sandra Wiley: Staffing Problem? Check Your Culture | Scott Scarano: First, Grow People. Then Firm Growth Can Follow | Jody Padar: Build a Practice that Works for You, Not Vice-Versa | Ira Rosenbloom: With M&A, Nobody Wants a Fixer-Upper | Peter Margaritis: The Power Skills Every Accountant Needs | Joe Montgomery: Find the Sweet Spot of the Right Clients, Right Services and Right Prices | Marie Green: Your Bad Apples Are Ruining You | Megan Genest Tarnow: Hire for Curiosity Rather Than Compliance | Clayton Oates: One Way to Keep Clients for Life | Randy Crabtree: Follow These Three Rules to Keep Employees Happy | Erik Solbakken: Yes, You Can Work Less and Make More | Donny Shimamoto: Future Firm Growth Requires a Mindshift | Jennifer Wilson: Empower Young Workers to Build the Firm Everyone Loves | Mike Whitmire: Re-Think Your Hiring and Training Practices | Hector Garcia: Success Strategies of a Quickbooks YouTube Superstar | Blake Oliver: Why Tax Work Yearns To Be Free| Private Equity Explodes in U.K. | Brannon Poe: The Status Quo Must Go | Accounting Nerds, Unlock Your Super Powers | Disruptor: Jason Statts Shakes Up the Status Quo | Think Small to Think Big with Matt Wilkinson | When Financial Statements Go Extinct with Corey Schmidt | Can Geraldine Carter Save Accountants from Themselves? | Re-Inventing Accounting with Tyler Anderson
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One of those softer skills that will be a key skill for the future is problem-solving, which requires keeping an open mind to “look at not just facts and figures, but look at tools, resources, people and pull them all together,” she explained. No one can be an expert at everything, so having “a wide network of really awesome professionals” is vital for filling in any gaps “to get the job done.”
Innovation Insights: Trial by fire may not be fun, but it can make you a pro.
Innovation Insights
With Donny Shimamoto
Center for Accounting Transformation
Adrian Hong’s journey into the realm of environmental, social, and governmental (ESG) reporting has been nothing short of inspiring. As the founder of Hong Consulting, LLC, his dedication to assisting companies with ESG reporting stems from a rich tapestry of experiences, all pointing to one common thread – the desire to help.
MORE: Blake Oliver: Why Tax Work Yearns To Be Free |Private Equity Explodes in U.K. | Brannon Poe: The Status Quo Must Go | Accounting Nerds, Unlock Your Super Powers | Private Equity vs. the CPA Firm PartnershipThe FinTech Flood: Accounting Will Never Be the Same | Think Small to Think Big with Matt Wilkinson | Your Sales Tax Headaches Are Only Just Beginning | When Financial Statements Go Extinct with Corey Schmidt | Can Geraldine Carter Save Accountants from Themselves? | Re-Inventing Accounting with Tyler Anderson | Turning Client Service into New Revenue
SEE ALSO: Deloitte Develops Audit Technology for Smaller Firms
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After building a formidable reputation in auditing within public accounting and lending his skills to the Financial Accounting Standards Board for refining external taxonomy, life had other plans. Hong returned to his roots in Hawaii to steer the helm of his family’s venture, Island Plastic Bags.