Podcast Episodes
Back to SearchRyan Lazanis: Build the Firm that Suits Your Lifestyle
Season 5
The Disruptors
With Liz Farr
for CPA Trendlines
Ryan Lazanis started his previous firm, Xen Accounting, a 100% online accounting firm because he thoug…
3 years, 3 months ago
Marie Greene: With Staffing, Lose Bad Apples Before Ruining the Bunch
Season 5
The Disruptors
With Liz Farr
Marie Greene founded Connected Accounting in 2019 out of a desire to create a new kind of accounting firm where firm cultu…
3 years, 4 months ago
Menlo Innovations: Improve Office Culture by Overhauling Internal Reviews
Season 5
Staff and employee annual reviews help assess where teams need additional help, guidance and development. If only they weren't so painful...
Enter Men…
3 years, 4 months ago
Megan Genest Tarnow: Hire for Curiosity Rather Than Compliance
Season 5
The Disruptors
With Liz Farr
for CPA Trendlines
Megan Genest Tarnow is well-known in accounting circles as the go-to expert in using QuickBooks for the…
3 years, 4 months ago
Twyla Verhelst: Firms Must Get Creative to Compete
Season 5
With Liz Farr
Creating the firm you want means you have to be intentional about it, said Twyla Verhelst, CPA. The head of Accountant Channel at FreshB…
3 years, 5 months ago
Donny Shimamoto: Future Firm Growth Requires a Mindshift
Season 5
Donny Shimamoto, CPA.CITP, CGMA, says that one of the COVID pandemic’s benefits is accelerating technology adoption.
With the ongoing talent crunch, t…
3 years, 5 months ago
Hitendra Patil: No New Tech. No New Growth.
Season 5
The silver lining of the pandemic is that it forced accountants to move to the cloud and to develop distributed labor models, changes that are here …
3 years, 5 months ago
Transformation Talks with Chase Birky: Firms waste time and money recreating the wheel.
Season 5
Produced by the Center for Accounting Transformation.
Presented by CPA Trendlines.
Entrepreneurs in the accounting profession are rare, according to …
3 years, 5 months ago
Transformation Talks with Dustin Wheeler: Tech advisors can revolutionize your team.
Season 5
Transformation Talks
With Donny Shimamoto
Center for Accounting Transformation
Many accounting graduates dream of joining large firms right out of colle…
3 years, 5 months ago
The Disruptors with Heather Smith: Try Not Growing Your Business
Season 5
The Disruptors
With Liz Farr
Heather Smith has loved accounting since she was 14 and loves the flexibility the profession offers. Since the mid-2000s s…
3 years, 5 months ago