Show cover of CPA Trendlines Podcasts

CPA Trendlines Podcasts

Exclusive information. Extraordinary insight.See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support. You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed. Facts. Figures. Insights. Implications. Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends. We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities. We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives. Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour. 

Tracks

Steve Yoss, Quick Tech Talk: Digging into Statistical Analytics with Microsoft Excel
Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today.Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yossStarting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by a Master of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University.Since 2017, Stephen has been at the helm of CPE Today's parent company, Devmatics LLC. He specializes in developing tailored software solutions, mobile apps, and sophisticated automation systems to solve complex, critical challenges for a variety of clients. His innovative approach to technology was first applied at his family’s firm, Yoss & Allen, where he revolutionized their technological infrastructure.As an authoritative speaker and prolific author, Stephen is a powerhouse in professional education, presenting at over 100 events annually and having authored more than 50 CPE courses. His sessions, packed with expertise and actionable insights, cover critical technology topics from cloud computing to preventing data breaches, artificial intelligence, automation, and empowering professionals across the globe.Stephen’s expertise in the realm of pyrotechnics is equally impressive. As a licensed pyrotechnician, he’s contributed to some of the nation’s most memorable fireworks displays, including the Macy’s July 4th Spectacular and the Golden Gate Bridge’s 75th Anniversary celebrations, the annual Burning Man event, and many other shows around the country. His precision and creativity illuminate the sky, showcasing his dedication to this explosive art form.When he’s not developing software, enlightening professionals, or lighting up the sky with fireworks, Stephen indulges in his passions for music, community service, and the great outdoors. His commitment to community and adventure is evident, whether he’s at Burning Man or volunteering in his hometown of Big Bear Lake, CA.Dive deeper into Stephen’s blend of technological innovation, educational contribution, and pyrotechnic artistry at https://yoss.io.CPA Trendlines - Quick Tech Talk wSteve Yoss - Ep 16 - Statistical Analytics-Microsoft Excel 
01:50 7/25/24
Steve Yoss, Quick Tech Talk: Creating Powerful and Effective Presentations Using Microsoft PowerPoint
Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by a Master of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University.Since 2017, Stephen has been at the helm of CPE Today's parent company, Devmatics LLC. He specializes in developing tailored software solutions, mobile apps, and sophisticated automation systems to solve complex, critical challenges for a variety of clients. His innovative approach to technology was first applied at his family’s firm, Yoss & Allen, where he revolutionized their technological infrastructure.As an authoritative speaker and prolific author, Stephen is a powerhouse in professional education, presenting at over 100 events annually and having authored more than 50 CPE courses. His sessions, packed with expertise and actionable insights, cover critical technology topics from cloud computing to preventing data breaches, artificial intelligence, automation, and empowering professionals across the globe.Stephen’s expertise in the realm of pyrotechnics is equally impressive. As a licensed pyrotechnician, he’s contributed to some of the nation’s most memorable fireworks displays, including the Macy’s July 4th Spectacular and the Golden Gate Bridge’s 75th Anniversary celebrations, the annual Burning Man event, and many other shows around the country. His precision and creativity illuminate the sky, showcasing his dedication to this explosive art form.When he’s not developing software, enlightening professionals, or lighting up the sky with fireworks, Stephen indulges in his passions for music, community service, and the great outdoors. His commitment to community and adventure is evident, whether he’s at Burning Man or volunteering in his hometown of Big Bear Lake, CA.Dive deeper into Stephen’s blend of technological innovation, educational contribution, and pyrotechnic artistry at https://yoss.io.
01:45 7/23/24
Adam Lean: Get Out of the Accountant’s Trap
Be unstoppable without sacrificing your soul.The DisruptorsWith Liz FarrLike many of today’s younger accountants, Adam Lean didn’t want to be relegated to the back office recording history and focused on compliance but wanted to have an impact by helping businesses grow. “I didn't want to just be that person that just recorded the fact that the Titanic was sinking. I wanted to help the Titanic not sink.” Younger people “want to make waves,” Lean says. “They want to make more money without having to sacrifice their soul.”  13 MORE TAKEAWAYS: More Adam Lean Disruptor Notes  MORE: Disruptors MORE CPA TRENDLINES PODCASTS and VIDEOS: Geraldine Carter: Charging More is Better for Your Clients | Vimal Bava: When Working Smarter, Not Harder, Is the Only Option | Dawn Brolin Says Grow Your Firm by Shrinking It | Jason Blumer & Julie Shipp: Move Leaders Out of Client Service | SEE THEM ALL here.
64:53 7/23/24
Vimal Bava: Grow in Your Journey; Don’t Just Go Through It
Humans are the most advanced supercomputers, but there’s no user manual.The DisruptorsFrom the CPA Trendlines networkWith Liz Farr Like many who start out in public accounting, Vimal Bava didn’t initially question the status quo of our high-stress profession where long hours and little time for self-care are the norm. Part of that stress was a partner who would “chew us out” for mistakes on returns. But when Vimal’s doctor told him he needed to find ways to reduce his stress, he started his own firm. Another wake-up call for Vimal came in 2017 when one of his accountant friends suddenly passed away. Program Notes: Dive deeper into this episode and browse the complete network of CPA Trendlines podcasts, webinars, and programs here.
37:26 7/23/24
Randy Crabtree: Stress Management for Overworked Accountants
With Seth Finebergfor CPA TrendlinesRandy Crabtree, perhaps best known as the host of The Unique CPA Podcast, tells Seth Fineberg in this episode of Tax Chat '24 that tax practitioners can avoid tax-season burnout with just a few simple shifts in their workflows.MORE CRABTREE: Follow These 3 Rules to Keep Employees HappyMore takeaways:– Practical steps you can take immediately to pause, recharge and focus during the busiest time.– The warning signs befre you go off track and hit the 'wall.'– How to reset, get organized and finish the day and week strong.– Why connecting with a community for support can be the best answer.Mentioned:Download the free Tri-Merit Specialty Tax Reference Card here
60:29 7/22/24
Art Werner: Maximizing Fringe Benefits
Quick Tax TipWith Art WernerWhat are we really trying to accomplish in the area of fringe benefits? We're really trying to find a way to create what I call pseudo-compensation.CPE Webinar: Maximizing Fringe Benefits Strategies for Business and Personal Needs in 2024 and BeyondWednesday, July 319 AM ET / 6 AM PT8 CreditsWith Art Werner, J.D. M.S.Register Today | Learn More
01:53 7/20/24
Tax Chat: Eric Green Reveals The Tax Rep Guide to Tax Season
Seth FinebergWith Eric GreenRenowned tax attorney Eric L. Green delivers a roadmap for seizing tax resolution opportunities this tax season in the new video from last week's first Tax Chat of the year, hosted by Seth Fineberg.MORE TAX SEASON: FTC Nails TurboTax for ‘Free Filing’ Scam | Offer Your Tax Clients Other Services |  Higher Fees to Start: Ten Ways to Make Your Tax Season Better | Tax Pros Handle 37.7% of E-filings | If Only the IRS’s Tax Pro Were Useful | Can Your Tax Reviewers Answer These 10 Questions? | Tax Pros File 33% of Early Returns | Can’t IRS Online Accounts Be More Useful?In this live webinar, attendees – and now you – get the fundamentals for catching lucrative tax rep engagements without adding to busy season workloads. With live, real-time Q&A, everyone's questions got answered.
59:14 7/20/24
Steve Yoss, Tech Talk: Data Integrity for a Digital World
Quick Tech TalkWith Steve YossCPE TodayToday, most companies leverage six to 12 main systems inside their companies, including operations such as accounting, inventory, HR, payroll, and more. That's why it's critical to have a digital source of truth or a central system that can be trusted to deliver accurate information.Click here for more Steve YossSetting up your system correctly from the start is critical. Most enterprise deployments fail 40% of the time, which is an incredible amount. Ultimately, it comes from a lack of understanding of what an organization is trying to do, that problem that they're trying to solve, and not properly setting up their systems and building them out effectively. Don't fall into that trap. By building good systems, you're building good information, and you're building integrity in your company.
02:53 7/20/24
Art Werner: Strategies in Charitable Giving: Unveiling Financial and Estate Planning Techniques
Arthur Joseph Werner, JD, MS (Taxation), is the president and founder of Werner-Rocca Seminars Ltd., a professional education firm. Get more Art Werner at cpatrendlines.com here: https://cpatrendlines.com/author/art-werner/ Werner’s lecture topics and specialties include business, tax, financial, and estate planning for high-net-worth individuals.Werner lectures extensively in Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners. He has presented over 3000 eight-hour seminars over the past 25 years, as well as numerous webinars and video presentations. He has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of CPAs, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.In addition, he is a former adjunct professor of taxation in the Master of Science in Taxation program at Philadelphia University. Werner received his B.S. in Accounting and M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.
01:32 7/15/24
Geraldine Carter: Why Charging More Is Better for Your Clients
Do the work you love for clients who value your expertise.The DisruptorsWith Liz FarrGeraldine Carter wants accountants to get off the treadmill of working too many hours for too little pay. Her new book – Down to 40 Hours – will help accountants achieve the “utterly reasonable” goal of working only 40 hours a week. 13 MORE TAKEAWAYS: More Geraldine Carter Disruptor Notes  MORE PODCASTS and VIDEOS from CPA Trendlines here.
53:56 7/13/24
Accounting ARC: Decoupling DEIB - A Nuanced Approach with Jina Etienne
Accounting ARCWith Donny ShimamotoCenter for Accounting TransformationJOIN: July 16 free webinar, “The DEI Journey of Accounting Professionals – A Research Study Analysis.”Jina Etienne, CPA, CGMA, CDE, stands out as a beacon of change in the constantly evolving landscape of the accounting profession. As a CPA and Certified Diversity Executive, Etienne has dedicated her career to fostering inclusive cultures within accounting firms. In this Accounting episode, Etienne shares her journey and insights into the critical importance of diversity, equity, inclusion, and belonging (DEIB) in the workplace. MORE HERE:  https://cpatrendlines.com/2024/07/09/accounting-arc-decoupling-deib-a-nuanced-approach-with-jina-etienne/
36:26 7/9/24
Jody Grunden Says Subscription Pricing Plays a Game Changer
 Get rid of the noise of hourly billing and create value.The DisruptorsWith Liz FarrFor over a decade, Jody Grunden, CPA, has been doing things that many firms are just now discovering. Summit Virtual CFO (now part of Anders) offers weekly subscription-based pricing as a fully remote firm, and their main offering is virtual CFO services or, in today’s parlance, CAS 2.0 services. He’s also the one you might spot at accounting conferences in his signature Tommy Bahama shirts instead of a suit and tie, not quite what you might expect from the leader of a $10 million firm.  13 MORE TAKEAWAYS: More Jody Grunden Disruptor Notes  MORE: Disruptors MORE CPA TRENDLINES PODCASTS and VIDEOS: Jason Blumer & Julie Shipp: Move Leaders Out of Client Service | James Graham: Drop the Billable Hour and You'll Bill More | Karen Reyburn: Fix Your Marketing and Fix Your Business | Giles Pearson: Fix the Staffing Crisis by Swapping Experience for Education | Jina Etienne: Practice Fearless Inclusion | Bill Penczak: Stop Forcing Smart People to Do Stupid Work | Jason Deshayes: What We're Doing Isn't Working | Heather Satterley: You've Got To Meet People Where They Are | Bill Penczak: Stop Forcing Smart People to Do Stupid Work | Sandra Wiley: Staffing Problem? Check Your Culture |  Grunden, the partner and co-founder of Summit Virtual CFO, got his start as a thought leader and virtual CFO (as well as his signature wardrobe) when he was invited to speak at a conference in New Orleans. At the conference, he used an easel and pad of paper to walk a roomful of successful creative agency owners through the way they made money and how their decisions impacted the bottom line. 
75:26 6/27/24
Accounting ARC: Breaking Barriers - How Becky DuPree's Love for Data Analytics and Her Identity Shaped Her Professional Path
"Coming out was not an option at that time in public accounting." Accounting ARC With Donny ShimamotoCenter for Accounting TransformationRebecca "Becky" DuPree, an experienced accountant and auditor, shares her compelling journey on the latest Accounting ARC, hosted by Donny Shimamoto, CPA.CITP, CGMA. With 17 years in public accounting and internal audit, DuPree’s story highlights the diverse career paths in accounting and the importance of resilience and authenticity in navigating professional challenges.More here: https://cpatrendlines.com/?p=126533
19:28 6/22/24
Steve Yoss, Tech Talk: Blockchain and Regulatory Compliance for Tax, Accounting and Finance Professionals
Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by a Master of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University.Since 2017, Stephen has been at the helm of CPE Today's parent company, Devmatics LLC. He specializes in developing tailored software solutions, mobile apps, and sophisticated automation systems to solve complex, critical challenges for a variety of clients. His innovative approach to technology was first applied at his family’s firm, Yoss & Allen, where he revolutionized their technological infrastructure.As an authoritative speaker and prolific author, Stephen is a powerhouse in professional education, presenting at over 100 events annually and having authored more than 50 CPE courses. His sessions, packed with expertise and actionable insights, cover critical technology topics from cloud computing to preventing data breaches, artificial intelligence, automation, and empowering professionals across the globe.Stephen’s expertise in the realm of pyrotechnics is equally impressive. As a licensed pyrotechnician, he’s contributed to some of the nation’s most memorable fireworks displays, including the Macy’s July 4th Spectacular and the Golden Gate Bridge’s 75th Anniversary celebrations, the annual Burning Man event, and many other shows around the country. His precision and creativity illuminate the sky, showcasing his dedication to this explosive art form.When he’s not developing software, enlightening professionals, or lighting up the sky with fireworks, Stephen indulges in his passions for music, community service, and the great outdoors. His commitment to community and adventure is evident, whether he’s at Burning Man or volunteering in his hometown of Big Bear Lake, CA.Dive deeper into Stephen’s blend of technological innovation, educational contribution, and pyrotechnic artistry at https://yoss.io.
02:47 6/19/24
Accounting ARC: Forecasting Finance & the 2034 Accounting Landscape
Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationIn this episode of the Accounting ARC podcast, hosts Byron Patrick, Liz Mason, and Donny Shimamoto explore predictions for the accounting profession over the next decade. They discuss the accelerating pace of technological change, the rise of niche firms, the impact of AI and blockchain, and the evolving landscape of tax software. Program Notes: Dive deeper into this episode and browse the complete network of CPA Trendlines podcasts, webinars and programs here.
50:26 6/16/24
Fogelman: Stop Undercharging and Be Client-Centered
Stop letting your business and career "suck the life out of you."The DisruptorsFrom the CPA Trendlines networkWith Liz Farr Loren Fogelman is on a mission to help accountants and bookkeepers build businesses that “don’t suck the life out of you.” As Fogelman says, “How much can you actually give up your personal life before it's not sustainable any longer?” Program Notes: Dive deeper into this episode and browse the complete network of CPA Trendlines podcasts, webinars and programs here.
49:25 6/15/24
Steve Yoss, Tech Talk: A.I. Automation Tools for Tax, Accounting and Finance Professionals
Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by a Master of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University.Since 2017, Stephen has been at the helm of CPE Today's parent company, Devmatics LLC. He specializes in developing tailored software solutions, mobile apps, and sophisticated automation systems to solve complex, critical challenges for a variety of clients. His innovative approach to technology was first applied at his family’s firm, Yoss & Allen, where he revolutionized their technological infrastructure.As an authoritative speaker and prolific author, Stephen is a powerhouse in professional education, presenting at over 100 events annually and having authored more than 50 CPE courses. His sessions, packed with expertise and actionable insights, cover critical technology topics from cloud computing to preventing data breaches, artificial intelligence, automation, and empowering professionals across the globe.Stephen’s expertise in the realm of pyrotechnics is equally impressive. As a licensed pyrotechnician, he’s contributed to some of the nation’s most memorable fireworks displays, including the Macy’s July 4th Spectacular and the Golden Gate Bridge’s 75th Anniversary celebrations, the annual Burning Man event, and many other shows around the country. His precision and creativity illuminate the sky, showcasing his dedication to this explosive art form.When he’s not developing software, enlightening professionals, or lighting up the sky with fireworks, Stephen indulges in his passions for music, community service, and the great outdoors. His commitment to community and adventure is evident, whether he’s at Burning Man or volunteering in his hometown of Big Bear Lake, CA.Dive deeper into Stephen’s blend of technological innovation, educational contribution, and pyrotechnic artistry at https://yoss.io.
02:02 6/12/24
Accounting ARC: Busting the Big 4 Myth
The realities and opportunities beyond Big 4 firms.With Donny Shimamoto, Liz Mason, and Byron PatrickCenter for Accounting TransformationThe new episode of Accounting ARC, "Busting the Big 4 Myth," offers various perspectives on accounting careers.  Hosts Donny Shimamoto, CPA, CITP, CGMA; Byron Patrick, CPA, CITP, CGMA; and Liz Mason, CPA, share their unique experiences, challenging the notion that success in accounting is synonymous with working for one of the Big Four firms. Program Notes: Dive deeper into this episode and browse the complete network of CPA Trendlines podcasts, webinars and programs here.
48:33 6/11/24
Brannon Poe: Grow Your Business by Preparing to Let it Go
The less you do, the more someone will want your firm.The DisruptorsFrom the CPA Trendlines networkWith Liz Farr After helping people buy and sell accounting firms for years, Brannon Poe realized he had a treasure trove of valuable information that could help firm owners who were “motivated to change their practices for the better.” He’s leveraged those insights into a coaching program for accountants and several books. Program Notes: Dive deeper into this episode and browse the complete network of CPA Trendlines podcasts, webinars and programs here.
51:04 6/6/24
Geni Whitehouse: Conquering Client Chaos
With Seth Finebergfor CPA TrendlinesGenie Whitehouse, CPA.CITP, the "Countess of Communication" for Brotemarkle, Davis & Co., LLP (BDCo), says you must meet your clients where they are and understand their personalities to better communicate with them. Doing so, she says, will provide the ultimate value for your clients.In this episode, Whitehouse discusses strategies for improving client communication and efficiency in tax preparation, emphasizing the importance of productivity tools, workflows, and shared files. Whitehouse highlights the need to tailor communication methods to meet client preferences and leverage new tools and technologies to provide interactive and insightful financial information. She also explores the crucial role of communication in tax consulting and accounting, emphasizing the need for empathy, understanding, and adaptability in addressing clients' needs.See Six More Takeaways here
55:42 6/5/24
Steve Yoss, Tech Talk: The Power in Microsoft Power BI for Tax, Accounting and Finance Professionals
Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by a Master of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University.Since 2017, Stephen has been at the helm of CPE Today's parent company, Devmatics LLC. He specializes in developing tailored software solutions, mobile apps, and sophisticated automation systems to solve complex, critical challenges for a variety of clients. His innovative approach to technology was first applied at his family’s firm, Yoss & Allen, where he revolutionized their technological infrastructure.As an authoritative speaker and prolific author, Stephen is a powerhouse in professional education, presenting at over 100 events annually and having authored more than 50 CPE courses. His sessions, packed with expertise and actionable insights, cover critical technology topics from cloud computing to preventing data breaches, artificial intelligence, automation, and empowering professionals across the globe.Stephen’s expertise in the realm of pyrotechnics is equally impressive. As a licensed pyrotechnician, he’s contributed to some of the nation’s most memorable fireworks displays, including the Macy’s July 4th Spectacular and the Golden Gate Bridge’s 75th Anniversary celebrations, the annual Burning Man event, and many other shows around the country. His precision and creativity illuminate the sky, showcasing his dedication to this explosive art form.When he’s not developing software, enlightening professionals, or lighting up the sky with fireworks, Stephen indulges in his passions for music, community service, and the great outdoors. His commitment to community and adventure is evident, whether he’s at Burning Man or volunteering in his hometown of Big Bear Lake, CA.Dive deeper into Stephen’s blend of technological innovation, educational contribution, and pyrotechnic artistry at https://yoss.io.
02:40 6/5/24
Steve Yoss, Tech Talk: Cloud Computing for Tax, Accounting and Finance Professionals
Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by a Master of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University.Since 2017, Stephen has been at the helm of CPE Today's parent company, Devmatics LLC. He specializes in developing tailored software solutions, mobile apps, and sophisticated automation systems to solve complex, critical challenges for a variety of clients. His innovative approach to technology was first applied at his family’s firm, Yoss & Allen, where he revolutionized their technological infrastructure.As an authoritative speaker and prolific author, Stephen is a powerhouse in professional education, presenting at over 100 events annually and having authored more than 50 CPE courses. His sessions, packed with expertise and actionable insights, cover critical technology topics from cloud computing to preventing data breaches, artificial intelligence, automation, and empowering professionals across the globe.Stephen’s expertise in the realm of pyrotechnics is equally impressive. As a licensed pyrotechnician, he’s contributed to some of the nation’s most memorable fireworks displays, including the Macy’s July 4th Spectacular and the Golden Gate Bridge’s 75th Anniversary celebrations, the annual Burning Man event, and many other shows around the country. His precision and creativity illuminate the sky, showcasing his dedication to this explosive art form.When he’s not developing software, enlightening professionals, or lighting up the sky with fireworks, Stephen indulges in his passions for music, community service, and the great outdoors. His commitment to community and adventure is evident, whether he’s at Burning Man or volunteering in his hometown of Big Bear Lake, CA.Dive deeper into Stephen’s blend of technological innovation, educational contribution, and pyrotechnic artistry at https://yoss.io.
02:47 5/29/24
Top Ten Strategies for Effective Management and Organizational Growth - Accounting ARC, Ep. 4
 The takeaways crucial to ensuring sustainability and growth.Accounting ARC With Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationWhen a CPA realizes his business-owner client has never paid sales tax, it can be a jaw-dropping moment. When a CPA realizes his business-owner client has never paid sales tax, it can be a jaw-dropping moment. When they realize the client has owned and operated a successful business for years and is nearing 100 years old, it could cause an aneurysm. Full episode notes here: https://cpatrendlines.com/2024/05/28/accounting-arc-with-liz-mason-byron-patrick-and-donny-shimamoto-center-for-accounting-transformation-strategies-for-effective-management-and-organizational-growtharc-4/ More: Accounting ARC: Exploring AI's Role in Modern Accounting | Accounting ARC: Unraveling the Collapse of Silicon Valley Bank | Accounting ARC: Introducing Accounting, Reaction, Comedy | Harper & Co. CPAs: The Perspective of a Non-Accountant is Imperative | Menlo Innovations: Improve Office Culture by Overhauling Internal Reviews | Dustin Wheeler: For Serious CAS Success, Hire Tech Teams | Chase Birky: Overcoming Paralysis By Analysis |  Exclusively for PRO Members. Log in here or upgrade to PRO today. Byron Patrick, CPA/CITP, CGMA, vice president of Client Success at the B3 Method Institute, kicks off the fourth episode of Accounting ARC by explaining how his experience in this real-world example illuminates the often-overlooked complexities of sales tax compliance. Patrick recounts how the scenario underscores the necessity of keeping accurate records and the potential disasters of neglect, emphasizing the long-term impact on business operations. 
30:45 5/28/24
Quick Tech Talks with Steve Yoss: When A.I. Does the Heavy Lifting for Tax, Accounting and Finance Professionals
With Steve YossCPE TodayBesides OpenAI, Microsoft, Google, Facebook and the others you know,there are a number of really interesting and useful niche AI applications that are popping up as well, says Steve Yoss in this Quick Tech Talk.Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yossThese AI tools can leverage large language models, generative AI, machine learning, and more. They can do the heavy lifting for you. So you're still in the position, in the driver's seat of interpreting that information, making it useful and meaningful for your client. But you've got these robot workers that can do the heavy lifting for you to hopefully save you a bunch of time.Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today.Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by a Master of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University.Since 2017, Stephen has been at the helm of CPE Today's parent company, Devmatics LLC. He specializes in developing tailored software solutions, mobile apps, and sophisticated automation systems to solve complex, critical challenges for a variety of clients. His innovative approach to technology was first applied at his family’s firm, Yoss & Allen, where he revolutionized their technological infrastructure.As an authoritative speaker and prolific author, Stephen is a powerhouse in professional education, presenting at over 100 events annually and having authored more than 50 CPE courses. His sessions, packed with expertise and actionable insights, cover critical technology topics from cloud computing to preventing data breaches, artificial intelligence, automation, and empowering professionals across the globe.Stephen’s expertise in the realm of pyrotechnics is equally impressive. As a licensed pyrotechnician, he’s contributed to some of the nation’s most memorable fireworks displays, including the Macy’s July 4th Spectacular and the Golden Gate Bridge’s 75th Anniversary celebrations, the annual Burning Man event, and many other shows around the country. His precision and creativity illuminate the sky, showcasing his dedication to this explosive art form.When he’s not developing software, enlightening professionals, or lighting up the sky with fireworks, Stephen indulges in his passions for music, community service, and the great outdoors. His commitment to community and adventure is evident, whether he’s at Burning Man or volunteering in his hometown of Big Bear Lake, CA.Dive deeper into Stephen’s blend of technological innovation, educational contribution, and pyrotechnic artistry at https://yoss.io.
02:13 5/22/24
Disruptors: Chase Birky Builds the Anti-CPA Firm
Don't reinvent the wheel. Join a better wheel. The DisruptorsWith Liz FarrIn the latest episode of "The Disruptors," host Liz Farr talks with Chase Birky, the trailblazing co-founder of Dark Horse, a firm designed to redefine the traditional CPA experience. Born from a vision of a more equitable and efficient CPA firm, Dark Horse provides sole practitioners and small firms access to the resources typically reserved for larger entities. This "anti-CPA firm" aims to support underserved small businesses, often neglected by larger accounting firms, by providing them with reliable and responsive accounting services. 13 MORE TAKEAWAYS: Chase Birky show notes here MORE: Disruptors MORE CPA TRENDLINES PODCASTS and VIDEOS: Jason Blumer & Julie Shipp: Move Leaders Out of Client Service | James Graham: Drop the Billable Hour and You'll Bill More | Karen Reyburn: Fix Your Marketing and Fix Your Business | Giles Pearson: Fix the Staffing Crisis by Swapping Experience for Education | Jina Etienne: Practice Fearless Inclusion | Bill Penczak: Stop Forcing Smart People to Do Stupid Work | Jason Deshayes: What We're Doing Isn't Working | Heather Satterley: You've Got To Meet People Where They Are | Bill Penczak: Stop Forcing Smart People to Do Stupid Work | Sandra Wiley: Staffing Problem? Check Your Culture |  Chase explains how Dark Horse’s innovative Accelerator program aids accountants in building their business from scratch, ensuring financial stability with a guaranteed salary and succession planning. This structure allows CPAs to focus on client service, firm growth, and team development—key factors that contribute to long-term enterprise value.
69:29 5/14/24
Steve Yoss, Tech Talk: The New Regulatory Framework for Accounting and Finance Professionals
Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by a Master of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University.Since 2017, Stephen has been at the helm of CPE Today's parent company, Devmatics LLC. He specializes in developing tailored software solutions, mobile apps, and sophisticated automation systems to solve complex, critical challenges for a variety of clients. His innovative approach to technology was first applied at his family’s firm, Yoss & Allen, where he revolutionized their technological infrastructure.As an authoritative speaker and prolific author, Stephen is a powerhouse in professional education, presenting at over 100 events annually and having authored more than 50 CPE courses. His sessions, packed with expertise and actionable insights, cover critical technology topics from cloud computing to preventing data breaches, artificial intelligence, automation, and empowering professionals across the globe.Stephen’s expertise in the realm of pyrotechnics is equally impressive. As a licensed pyrotechnician, he’s contributed to some of the nation’s most memorable fireworks displays, including the Macy’s July 4th Spectacular and the Golden Gate Bridge’s 75th Anniversary celebrations, the annual Burning Man event, and many other shows around the country. His precision and creativity illuminate the sky, showcasing his dedication to this explosive art form.When he’s not developing software, enlightening professionals, or lighting up the sky with fireworks, Stephen indulges in his passions for music, community service, and the great outdoors. His commitment to community and adventure is evident, whether he’s at Burning Man or volunteering in his hometown of Big Bear Lake, CA.Dive deeper into Stephen’s blend of technological innovation, educational contribution, and pyrotechnic artistry at https://yoss.io.
02:31 5/11/24
Steve Yoss, Tech Talk: The Accountant Jobs A.I. Will Replace in Tax, Accounting and Finance
Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by a Master of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University.Since 2017, Stephen has been at the helm of CPE Today's parent company, Devmatics LLC. He specializes in developing tailored software solutions, mobile apps, and sophisticated automation systems to solve complex, critical challenges for a variety of clients. His innovative approach to technology was first applied at his family’s firm, Yoss & Allen, where he revolutionized their technological infrastructure.As an authoritative speaker and prolific author, Stephen is a powerhouse in professional education, presenting at over 100 events annually and having authored more than 50 CPE courses. His sessions, packed with expertise and actionable insights, cover critical technology topics from cloud computing to preventing data breaches, artificial intelligence, automation, and empowering professionals across the globe.Stephen’s expertise in the realm of pyrotechnics is equally impressive. As a licensed pyrotechnician, he’s contributed to some of the nation’s most memorable fireworks displays, including the Macy’s July 4th Spectacular and the Golden Gate Bridge’s 75th Anniversary celebrations, the annual Burning Man event, and many other shows around the country. His precision and creativity illuminate the sky, showcasing his dedication to this explosive art form.When he’s not developing software, enlightening professionals, or lighting up the sky with fireworks, Stephen indulges in his passions for music, community service, and the great outdoors. His commitment to community and adventure is evident, whether he’s at Burning Man or volunteering in his hometown of Big Bear Lake, CA.Dive deeper into Stephen’s blend of technological innovation, educational contribution, and pyrotechnic artistry at https://yoss.io.
02:44 5/8/24
Accounting ARC: Unraveling the Collapse of Silicon Valley Bank
Accounting ARC: Unraveling the Collapse of Silicon Valley BankWith Donny Shimamoto, Liz Mason, and Byron PatrickCenter for Accounting TransformationIn the labyrinth of financial intricacies, the collapse of a bank sends shockwaves through the economic landscape, leaving stakeholders scrambling for answers. The podcast "Accounting ARC: Unraveling the Collapse of Silicon Valley Bank" embarks on a compelling journey, dissecting the demise of Silicon Valley Bank (SVB) and unraveling the intricate web of factors that precipitated its downfall. MORE: Accounting Arc show notes here MORE: Harper & Co. CPAs: The Perspective of a Non-Accountant is Imperative | Menlo Innovations: Improve Office Culture by Overhauling Internal Reviews | Dustin Wheeler: For Serious CAS Success, Hire Tech Teams | Chase Birky: Overcoming Paralysis By Analysis | Hosted by seasoned financial experts, the podcast dives deep into the underlying causes of bank collapses while offering invaluable insights for CPAs, auditors, and financial professionals to fortify against such catastrophes.
50:18 5/6/24
Steve Yoss, Tech Talk: How to Rescue the Shrinking Tax, Accounting and Finance Profession
Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by a Master of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University.Since 2017, Stephen has been at the helm of CPE Today's parent company, Devmatics LLC. He specializes in developing tailored software solutions, mobile apps, and sophisticated automation systems to solve complex, critical challenges for a variety of clients. His innovative approach to technology was first applied at his family’s firm, Yoss & Allen, where he revolutionized their technological infrastructure.As an authoritative speaker and prolific author, Stephen is a powerhouse in professional education, presenting at over 100 events annually and having authored more than 50 CPE courses. His sessions, packed with expertise and actionable insights, cover critical technology topics from cloud computing to preventing data breaches, artificial intelligence, automation, and empowering professionals across the globe.Stephen’s expertise in the realm of pyrotechnics is equally impressive. As a licensed pyrotechnician, he’s contributed to some of the nation’s most memorable fireworks displays, including the Macy’s July 4th Spectacular and the Golden Gate Bridge’s 75th Anniversary celebrations, the annual Burning Man event, and many other shows around the country. His precision and creativity illuminate the sky, showcasing his dedication to this explosive art form.When he’s not developing software, enlightening professionals, or lighting up the sky with fireworks, Stephen indulges in his passions for music, community service, and the great outdoors. His commitment to community and adventure is evident, whether he’s at Burning Man or volunteering in his hometown of Big Bear Lake, CA.Dive deeper into Stephen’s blend of technological innovation, educational contribution, and pyrotechnic artistry at https://yoss.io.
02:00 5/5/24
TRAILER: Steve Yoss, Tech Talk: This Is Steve Yoss. From cpatrendlines.com
Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by a Master of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University.Since 2017, Stephen has been at the helm of CPE Today's parent company, Devmatics LLC. He specializes in developing tailored software solutions, mobile apps, and sophisticated automation systems to solve complex, critical challenges for a variety of clients. His innovative approach to technology was first applied at his family’s firm, Yoss & Allen, where he revolutionized their technological infrastructure.As an authoritative speaker and prolific author, Stephen is a powerhouse in professional education, presenting at over 100 events annually and having authored more than 50 CPE courses. His sessions, packed with expertise and actionable insights, cover critical technology topics from cloud computing to preventing data breaches, artificial intelligence, automation, and empowering professionals across the globe.Stephen’s expertise in the realm of pyrotechnics is equally impressive. As a licensed pyrotechnician, he’s contributed to some of the nation’s most memorable fireworks displays, including the Macy’s July 4th Spectacular and the Golden Gate Bridge’s 75th Anniversary celebrations, the annual Burning Man event, and many other shows around the country. His precision and creativity illuminate the sky, showcasing his dedication to this explosive art form.When he’s not developing software, enlightening professionals, or lighting up the sky with fireworks, Stephen indulges in his passions for music, community service, and the great outdoors. His commitment to community and adventure is evident, whether he’s at Burning Man or volunteering in his hometown of Big Bear Lake, CA.Dive deeper into Stephen’s blend of technological innovation, educational contribution, and pyrotechnic artistry at https://yoss.io.
02:43 5/3/24