Art Werner: Just Don’t Call it a Trump Account | Quick Tax Tip
Trump Accounts can be “one of the best” long-term planning options, despite their name, says Werner.
Quick Tax Tip
With Art Werner
CPE Today
Video
Doug Slaybaugh: How to Define “Values in Motion” | The Disruptors
Are your firm’s stated values consistent with its behavior?
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The Disruptors
With Liz Farr
For CPA Trendlines
How does your firm define culture? Is your culture consistent with the values posted on the breakroom wall? Doug Slaybaugh, founder of CPA Coach, defines culture as “values in motion.” According to this definition, a firm’s stated values must be evident in the ways a firm actually behaves.
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A firm with the value of philanthropy, for example, should give team members the ability to volunteer or sponsor nonprofit events. “There should be evidence,” Slaybaugh explains. “Otherwise, there’s no evidence of that value. It’s really not your culture.”
Slaybaugh’s previous firm had the often-clichéd value of “people first,” but actually executed on that. Team members were offered the option to buy an additional month of PTO, prorated from their salaries, resulting in an 11-month year with nearly two months of vacation.
Art Werner: Trump Accounts Launch July 4 | Quick Tax Tip
Nancy McClelland: Bookkeepers Need a Safe Space to Collaborate | The Disruptors
Bookkeepers often feel less empowered than tax professionals.
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Sponsored by True Advisor
The Disruptors
With Liz Farr
For CPA Trendlines
Nancy McClelland wants to do more than just run her firm, The Dancing Accountant. She has two big passion projects that are creating the conversations and collaborations this profession desperately needs. Her community, Ask a CPA, aims to bridge the gap between bookkeepers and tax professionals. She also co-hosts a podcast with Questian Telka, She Counts, which provides a safe space for women in accounting to discuss real issues.
MORE STREAMING: Cannon: Busy Season is Self-Inflicted | Carroll: When One Person Can Break the Firm | Rampe: Build a Roadmap Even When the Road’s Not There | Chang: Killing SALY, One Agent at a Time | Vanover: 5-Star Firms Don’t Bill by the Hour | Kless: Profit Is a Result. Flourishing Is the Purpose | Whitman: Build Culture on ‘Progress,’ Not Change | Shein: No PE? No M&A? No Problem | Hood and Weber: Time to RISE | Proctor: Turn Dumb Ideas into Brilliant Solutions | Carter-Gray: How 1 Poor Review Strengthened the Firm | Hartman: Upwork to “40 Under 40” in 3 Years |
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McClelland started the Ask a CPA Community when she noticed “this big gap that wasn’t about technical knowledge. It was about permission, about permission to collaborate.” While “bookkeepers are often the closest person to the financial truth of a business,” historically, “they’ve been positioned as subordinate to tax preparers, just sort of expected to hand off things and hope that they did it right,” McClelland explains.
The Skill That May Matter More Than Your CPA License | ARC
Connection, community, and trust create opportunities that credentials alone cannot.
Sponsored by True Advisor: The Definitive Success Guide for Client Advisory Services by Hitendra Patil |
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Accounting ARC
With Liz Mason and Byron Patrick
Center for Accounting Transformation
In the accounting profession, technical excellence is expected. However, according to the latest episode of Accounting ARC, relationships — not just work product — often determine who grows, who leads, and who thrives.
In a candid and deeply personal conversation, Liz Mason, CPA, and Byron Patrick, CPA.CITP, explore how relationship-building shapes careers, creates opportunity, and provides stability in an unpredictable profession.
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Mason, CEO of High Rock Accounting, opens the discussion by reflecting on how little emphasis the profession places on teaching interpersonal skills. Patrick, senior product manager for Karbon and co-founder and part-time educator for TB Academy, agrees. “You don’t learn it in college,” he says. “There’s no course on building relationships.”
That gap, they argue, becomes especially obvious early in a professional’s career.