AccounTrends: The tax and accounting thought leadership podcast

Kacee Johnson, VP of Strategy and Innovation at CPA.com, an AICPA Company, joins the show to walk us through the 2023 Accounting and Finance Hype Cycle. Learn about the methodology, why certain trends move forward vs. back, and more.

Join us as we chat with Bob Lewis from the Visionary Group, an industry veteran with 27 years of experience and plenty of fascinating insights to share. Surprisingly, pickleball and Cornhole aren't the only games picking up pace; accounting is too, with earnings even surpassing some medical professions!
The staffing shortage and the capacity problems in the accounting sector are real, but what if we told you there's a silver lining? A crisis can often be the birthplace of innovation. In this episode, we dissect the impact of limited personnel on capacity mix and how firms are getting creative. The old guard is gradually passing the baton with over 50% of CPAs being over 50, and the dynamic field of mergers and acquisitions is stepping into the spotlight. Brace for a deep dive into strategies firms are employing to navigate these changes and harness the potential of our evolving industry.
Lastly, it's time to gear up for the future of advisory services. With the accounting industry landscape shifting, we explore the impact of private equity investments, the rise of outsourcing, and the transformation to more profitable service lines. We also discuss how firms are responding to the varying needs of clients, the comparison between corporation and partnership models, and the disruption in the M&A market. Tune in for an episode jam-packed with insights, trends, and opportunities that will reshape your perspective on the accounting industry.

What if you could gain the confidence to embark on an advisory journey and transition your business smoothly into this new venture? In our latest episode, we get to chat with Geni Whitehouse, the founder of Impactful Advisor, who generously shares her knowledge on consulting and advisory services. Geni, with her unique experiences and innovative approach, affirms the significance of operational and customer service elements in any successful advisory firm.
Geni Whitehouse's step-by-step training course equips you with the right questions to ask your clients and the tools to navigate the intricacies of consulting and advisory services. She elaborates on the benefits of her subscription-based online training, a treasure trove of recorded videos, downloadable tools, and PowerPoints. This comprehensive training fosters insightful client conversations and improved service delivery. Moreover, Geni reveals how to construct data dashboards atop operational systems to make data more meaningful, helping you to align better with your client’s business tracking mechanisms.
Geni meticulously explains her framework for consulting, emphasizing evaluating what's working and what needs improvement, understanding the client's ideal outcome, and identifying levers to help them reach their goals. If you are seeking insights on how to improve business performance, creating engagement, and effectively selling advisory services, this episode is a must-listen!

Sonia Dumas, CEO of Curio Haus and Web3 Educator, specializes on educating tax professionals on cryptocurrency. Hear her expert advice for tax professionals on what questions they need to ask, tools they need to utilize, and how to advise their clients on everything revolving around cryptocurrency.
Check out Intuit Accountants Cryptocurrency Tax Guide whitepaper for more helpful information about this topic.

Mark Wickersham, sought after profit improvement expert, value pricing expert, professional speaker and author, joins us as we answer burning questions about value pricing and how to avoid common pitfalls. You don't want to miss this one!