learning

Dustin Verity: Keep an Open Mind and Constantly Learn

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Tech allows small to mid-size firms to provide better CAS.

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Transformation Talks
With Bill Penczak
Center for Accounting Transformation

Center for Accounting Transformation
Center for Accounting Transformation

Dustin Verity admits to being cautious. He also admits to being a technophile.

In the latest episode of Transformation Talks, the CPA explained being conflicted between his obsession with playing with the latest technology and finding the right fit for his firm.

MORE: Secret to Success? A Growth and Abundance Mindset | O.D. Lanier: Stepping Into Advisory | From Tax to Transformation | Early Adopters Gain an Edge in Audit | Why the Future is in Risk Advisory | Four Strategies for a Future Ready Firm
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“I’ve always been interested in technology and, and you know, efficiencies,” Verity said, always wanting to know how his firm could produce more and work more efficiently. “That means less hours that we have to spend in the office ourselves.”  READ MORE →

Hector Garcia: Success Strategies of a QuickBooks YouTube Superstar

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The Disruptors: His secret recipe for attracting and retaining clients and employees.
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The Disruptors
With Liz Farr for CPA Trendlines

Any accountant who has ever met Hector Garcia will likely use the adjective “generous” to describe him. Since 2011, he’s been sharing his encyclopedic knowledge of QuickBooks on a YouTube channel that has generated millions of views.

MORE:  Why Doing Nothing Is Not an Option | 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 Partnership The 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

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Because of that YouTube channel, he hasn’t printed business cards for two years.

READ MORE →

CPE Survey: Large-Firm CPAs Dealing with Large-Sized Issues

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African Elephant DanceProblems CPE alone won’t solve.

By Rick Telberg
CPA Trendlines Research

While the rest of the profession is focusing on tax services, the largest firms are expanding capabilities in accounting, financial reporting, practice management, and new technologies, according to new results from a CPA Trendlines survey conducted in conjunction with the Ohio Society of CPAs and consultant Michael Ramos.

https://www.research.net/r/CPE16
Join the survey, get the results.

MORE CPE TRENDS:  CPE Study Finds Six Essential Success Factors for Accounting Firms |  Top Trending Specialty Niches  | Busy Season Ends but Not the Focus on Taxes  |  Why Some CPAs Are Focusing on Accounting & Financial Reporting This Year  |  Top CPE Trends: How Accountants Are Re-Tooling for 2017  |  Mike Ramos on The Training Mindset: Mapping Firm Attitudes to Performance  |  Ohio CPA Society Teams with CPA Trendlines to Improve CPE ROI  |  Mike Ramos on How to Build a Powerhouse Learning Team for Your CPA Firm  |

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The profession’s large firms also have large problems – problems that can’t be solved by CPE alone, according to remarks by survey respondents. Problems like survival.

The survey results show in detail where large firms are investing their valuable time and resources, and how the best of them manage their training budgets to align with strategy. Many large firms could be getting a better return on their training budgets.

The survey shows, for instance, where most large firms fall short in: READ MORE →

Soloists Shift CPE Priorities to Taxes

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Z_ CPE solo vs all other

By Rick Telberg
CPA Trendlines Research

The survey on CPE and practice improvement, conducted with the Ohio Society of CPAs and consultant Michael Ramos, suggests that taxes are taking up a bigger part of soloists’ practices – even though many say they’d like to diversify into other areas.

https://www.research.net/r/CPE16
Join the survey, get the results.

MORE CPE TRENDS:  CPE Study Finds Six Essential Success Factors for Accounting Firms |  Top Trending Specialty Niches  |  Busy Season Ends but Not the Focus on Taxes  |  Why Some CPAs Are Focusing on Accounting & Financial Reporting This Year  |  Top CPE Trends: How Accountants Are Re-Tooling for 2017  |  Mike Ramos on The Training Mindset: Mapping Firm Attitudes to Performance  |  Ohio CPA Society Teams with CPA Trendlines to Improve CPE ROI  |  Mike Ramos on How to Build a Powerhouse Learning Team for Your CPA Firm  |

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In Paradise, Calif., CPA Al Sperske, who’s been reading CPA Trendlines for more than 10 years, is among those stressed out by keeping up. “Taxes,” he says. “Nuts in Congress will not leave them alone.” READ MORE →

Are Accountants Learning the Wrong Lessons?

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https://www.research.net/r/CPE16
Tooling up for 2017: Join the survey, get the results.

CPE choices fail to address the real keys to success.

By Rick Telberg
CPA Trendlines Research

CPAs are saying one thing and doing another. And the discrepancy bodes ill for the profession’s economic health.

MORE CPE TRENDS:  CPE Study Finds Six Essential Success Factors for Accounting Firms  |  Top Trending Specialty Niches  |  Busy Season Ends but Not the Focus on Taxes  |  Why Some CPAs Are Focusing on Accounting & Financial Reporting This Year  |  Top CPE Trends: How Accountants Are Re-Tooling for 2017  |  Mike Ramos on The Training Mindset: Mapping Firm Attitudes to Performance  |  Ohio CPA Society Teams with CPA Trendlines to Improve CPE ROI  |   Ed Mendlowitz on How to Choose the Right CPE  |  Sandi Leyva on Three Ways to Make CPE Work for You  |   Ed Mendlowitz on The Six Rules To Get the Most Out of CPE  |   Mike Ramos on How to Build a Powerhouse Learning Team for Your CPA Firm  |  4 Steps to Get More from Your Training Budget  |  How to Manage CPE by the Numbers  |  Three Tips for Creating Training Metrics  |  High-Impact Learning: 4 Ways to Maximize CPE ROI  |  Four New CPA Opportunities for the New Economy

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The survey on professional skills and the goals of accounting firms, being conducted with the Ohio Society of CPAs and consultant Michael Ramos, is turning up a curious mismatch. It seems, at first blush, that CPAs are studying for certain skills while reporting that something else is essential to their success.

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