Today's Features
ACCOUNTING ARC

William LeFew: The Best AI Professionals Think Like Humans | ARC

 Technology changes quickly, but critical thinking remains the most valuable skill accountants can develop. 

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Accounting ARC
With Donny Shimamoto
Center for Accounting Transformation

Artificial intelligence is changing accounting faster than almost anyone predicted. But according to William LeFew, Ph.D., the professionals who benefit most from AI are not necessarily the ones with the strongest technical skills—they are the ones who know how to think.

In this episode of Accounting ARC, Donny Shimamoto, CPA.CITP, CGMA, founder and managing director of IntrapriseTechKnowlogies LLC and founder and inspiration architect for the Center for Accounting Transformation, welcomes LeFew, chief technology officer at FirmPro, for a conversation that goes beyond software features and into the mindset required to succeed in an AI-enabled profession.

MORE Accounting ARC: The Feedback Mistake That Costs You Your Best People | 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

LeFew approaches accounting from an unusual perspective. Trained as an applied mathematician with experience at NASA and multiple technology startups, he intentionally looks for industries where technology can remove friction instead of creating it. Accounting, he says, stands out because of the people.

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ABOUT US

CPA Trendlines Webinar on Pricing Strategies

Weinstein

Led by Michelle Weinstein, founder of The Abundant Accountant

By CPA Trendlines

In partnership with CPA Trendlines, Canopy has scheduled a free webinar aimed at helping accounting and tax professionals overcome their reluctance to raise client fees.

FREE CPE WEBINAR

“How to Overcome the Fear of Raising Your Prices & Get Paid Your Worth”

with Michelle Weinstein

Tuesday, July 28, 1 pm ET

Register here | Learn more

The session, “How to Overcome the Fear of Raising Your Prices & Get Paid Your Worth,” will be led by Michelle Weinstein, founder of The Abundant Accountant. The webinar will focus on pricing strategies designed to help firms move beyond hourly billing, communicate value more effectively, and increase revenue without adding clients or hours worked.

Attendees will learn how to identify the beliefs that keep firms from charging appropriately, reframe services around client outcomes rather than hours worked, and evaluate the financial impact of strategic fee increases.

Weinstein, a sales strategist and business coach for accounting professionals, says clients of her consulting practice have collectively added more than $38 million in revenue by improving pricing and sales processes.

LEADERSHIP

Peter McCarroll: Rethink the Ladder | MOVE Like This

AI changes how pros gain experience, forcing teams to reinvent leadership development.

This is a preview. The complete 1-hour video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
Sponsored by Radical Pricing by Jody Padar, CPA | See Today’s Special Offer

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Optimize Profits, Delight Clients, & Build a Top-Value Firm!

MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines Research

Artificial intelligence has dominated conversations throughout the accounting profession, but much of the discussion remains focused on efficiency. In this episode of MOVE Like This, Bonnie Buol Ruszczyk sits down with Peter McCarroll, founder of The AI Accountant and partner at Fuel Accountants, to explore a much bigger question: How will AI reshape careers, leadership, and the future of accounting firms?

MORE MOVE Like This | MORE CPA Trendlines Streaming Network

McCarroll argues that many firms are looking at AI through too narrow a lens. While automating routine work will certainly improve productivity, efficiency alone will not be enough to remain competitive. Firms that thrive will use AI to strengthen strategic thinking, develop new services, deepen client relationships, and create additional value rather than simply reducing costs. Waiting for technology to stabilize or treating AI as just another software implementation may leave firms behind as change accelerates over the next few years. READ MORE →

PODCAST

Yoss: Spot–And Stop–Fraud Early | Quick Tech Talks

Don’t be the next victim. 

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Quick Tech Talk
With Steve Yoss
CPE Today

Occupational fraud remains one of the most pervasive and costly threats to organizations worldwide—and many companies may be underestimating the risk. A recent Quick Tech Talks episode delves into key findings from the Association of Certified Fraud Examiners’ (ACFE) 2024 Report to the Nations, uncovering the mechanics behind the world’s most common types of fraud and the staggering financial toll they exact.

MORE Steve Yoss here

The numbers are alarming: Occupational fraud is responsible for losses equaling up to 7% of global GDP, or more than $5 trillion annually, according to the ACFE. These crimes don’t just target large corporations—they impact businesses of all sizes and sectors. In this episode, listeners are guided through the three major categories of occupational fraud—asset misappropriation, financial statement fraud, and corruption—and shown how each can quietly undermine an organization’s integrity and profitability.

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ADVISORY & CONSULTING

David Cristello: Growth Breaks Things – and That’s Normal | The Disruptors

Build the firm you want by hiring only the best.

Sponsored by True Advisor: The Definitive Success Guide for Client Advisory Services by Hitendra Patil
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The Disruptors
With Liz Farr

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When David Cristello launched Jetpack Workflow in 2016, the market already had plenty of solutions. “Are we too late?” he wondered. But he launched anyway, “and the only reason we launched is because we interviewed so many firms.” These firms told him about the problems with other solutions, and with his founders’ group, he was able to co-create a product that worked.

MORE DISRUPTORS: Candy Bellau: The $350 Pricing Mistake that Nearly Broke this Boutique Firm | The Disruptors | Poe: What P.E. Really Wants from Firms | The Disruptors  | Blake Oliver: Build a Biz that Runs Without You | Daiber: Use Succession as a Growth Strategy | 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 |

MORE CPA Trendlines Streaming Network

Back then, firms were tracking work on spreadsheets, as many firms today still do, and things were falling through the cracks. However, today’s users have more sophisticated demands. “What used to be just checklists and task lists is now about, what’s the operating system for the firm?” says Cristello.

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