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  • Brolin: Blueprint for Empathetic Leadership | The Disruptors
    2025/11/24

    Embracing empathy helped build a healthier, more profitable firm with a smaller, stronger team.

    The Disruptors

    With Liz Farr


    After decades in public accounting, years emceeing national conferences, and a long stretch coaching college softball, Dawn Brolin has learned something most leadership books bury in footnotes: empathy drives performance.

    “Empathy is, to me, the number one characteristic that a leader should follow,” she told host Liz Farr in her return to The Disruptors. Her latest book, The Elevation of Empathy: Leading for the W.I.N., digs into why the accounting profession needs a different kind of leadership—one rooted in awareness, humanity, and intentional care.


    • MORE STREAMING: Chang: Killing SALY, One Agent at a Time | Vanover: 5-Star Firms Don't Bill by the Hour | Kless: Profit Is a Result. Flourishing Is the Purpose | Whitman: Build Culture on 'Progress,' Not Change | Shein: No PE? No M&A? No Problem | Hood and Weber: Time to RISE | Proctor: Turn Dumb Ideas into Brilliant Solutions | Carter-Gray: How 1 Poor Review Strengthened the Firm | Hartman: Upwork to “40 Under 40” in 3 Years

    Accounting firms often reward technical strength or revenue generation with leadership titles. But Brolin argues those metrics don’t create leaders; they create what she calls “appointed leaders.”

    “You could be appointed a leader because of a skill or the amount of revenue you bring in. That doesn’t mean you are one,” she says.

    Real leadership, in her view, has less to do with credentials and more to do with emotional intelligence, personal responsibility, and daily behaviors that elevate the people around you.

    *Originally published August 2025

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    57 分
  • Stacie Kwaiser: The Real Reason People Stay—or Leave | MOVE Like This
    2025/11/24

    Culture isn’t an initiative—it’s a strategy that drives retention and results.

    MOVE Like This
    With Bonnie Buol Ruszczyk
    For CPA Trendlines

    In this episode of MOVE Like This, host Bonnie Buol Ruszczyk talks with Stacie Kwaiser, CPA and CEO of Rehmann, about the firm’s nearly three-decade journey toward building a culture where people stay, grow, and lead.

    • MORE MOVE

    Kwaiser began her career in public accounting at Coopers & Lybrand before joining Rehmann, a firm that now employs more than 1,100 professionals across 22 offices. She rose through the audit practice and into firmwide leadership roles, ultimately becoming CEO in 2023. Along the way, she experienced—and helped shape—Rehmann’s evolution into one of the profession’s most recognized firms for women and equity leadership.

    Rehmann’s reputation didn’t happen by accident. Nearly 20 years ago, the firm launched its Women’s Career Advocacy Program to address attrition among rising female professionals. That effort has since expanded into a firmwide Career Advocacy Program that embeds mentorship, sponsorship, and structured development into daily culture.

    Kwaiser is clear that these supports aren’t optional. “You can’t treat talent development like an initiative that comes and goes,” she says. “It has to be part of how you operate.”

    Originally published October 2025.

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    26 分
  • Why Policies, Processes, and Procedures Make or Break CAS | It's Not Just the Numbers
    2025/11/23

    Get more value from the technology you already own.


    It's Not Just the Numbers
    With Penny Breslin and Damien Greathead
    For CPA Trendlines

    When accountants and bookkeepers talk about building a scalable, profitable firm, the conversation often jumps straight to technology. Which workflow app is best? Should we move payroll into a dedicated platform? Is our practice management system due for an upgrade?

    But as Penny Breslin and Damien Greathead emphasize in the latest episode of It’s Not Just the Numbers, software is only as good as the processes that support it. Without consistent policies and documented procedures, even the most advanced tech stack will fail to deliver efficiency or profitability.

    • MORE Penny Breslin and Damien Greathead | MORE Advisory & Consulting | BUY "It's Not Just the Numbers"

    This lesson is especially crucial for firms offering Client Advisory Services (CAS). Advisory work depends on reliable, timely data and standardized outputs. If every accountant on the team closes the books differently, it doesn’t just create inefficiency; it undermines the consistency and trust that clients rely on.

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    42 分
  • The Smart Accountant’s Guide to Choosing the Right Podcasts | Accounting Influencers
    2025/11/22

    Podcasts now serve every level of the profession, and intentional listening helps professionals grow faster.


    Accounting Influencers
    With Rob Brown

    The accounting podcast world is no longer a niche corner of the internet. It is a sprawling ecosystem of news briefings, exam prep guides, leadership conversations, and tech trend breakdowns. For today’s professionals—from students to senior partners—the shows they follow influence how they think, how they show up, and how they lead.

    In this episode of Accounting Influencers, host Rob Brown breaks down the types of accounting podcasts in the market today and explains why some help you grow while others simply drain your time.

    • MORE Accounting Influencers with Rob Brown

    Not all accounting podcasts are built for the same audience. Some exist to help students pass exams. Others help partners stay current on regulatory changes. Some deliver tech deep dives. Others humanize the profession with personal stories.

    Understanding these differences helps listeners choose wisely and avoid content that feels irrelevant or repetitive.

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    16 分
  • Eric Majchrzak: Marketer-Turned-CEO Redesigns the Modern CPA Firm | Gear Up For Growth
    2025/11/21

    Collaboration, transparency, and independence drive BeachFleischman’s growth.

    Gear Up for Growth
    With Jean Caragher
    For CPA Trendlines

    When most people picture a CPA firm CEO, they don’t envision a former marketing director in the big chair.

    That’s exactly what makes Eric Majchrzak worth listening to.

    Majchrzak, CEO and Principal of BeachFleischman—Arizona’s largest locally owned CPA firm and a Top 200 firm in the U.S.—has been named multiple times to Accounting Today’s “Top 100 Most Influential People in Accounting” and is an Association for Accounting Marketing Hall of Fame inductee.

    • More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More Gear Up for Growth
    • More CPA Trendlines videos and podcasts here
    On Gear Up for Growth, hosted by Capstone Marketing president Jean Caragher, Majchrzak pulls back the curtain on how his growth-minded, marketing-first lens is reshaping BeachFleischman’s strategy, culture, and business model—and what other firms can steal from that playbook.

    If you’re wrestling with growth, private equity pressure, talent shortages, or AI-driven disruption, this is a conversation you don’t want to miss.


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    38 分
  • Katelyn Hopson: Stop Turnover Before It Starts | Know-How Korner
    2025/11/20

    Use hope to shift stress, strengthen culture, and keep talent.

    Know-How Korner

    With Donny Shimamoto

    Center for Accounting Transformation


    Know How Korner, hosted by Donny Shimamoto, aims to translate peer-reviewed findings into practical actions for firms. In a recent episode, Shimamoto interviews Dr. Katelynn Hopson, assistant professor of accounting at Arkansas Tech University, whose dissertation quantifies a deceptively soft concept—hope—and links it to how public accountants experience stress and consider leaving their firms.


    • MORE Know-How Korner

    Hope, in the research literature, is not vague optimism. Psychologist C. R. Snyder frames it as goal-directed cognition comprising agency (“the will”) and pathways (“the ways”). Hopson studies state hope—how hopeful someone is about a specific time frame or event—rather than broad personality-level trait hope. State hope moves; it can be built or eroded by experience and context.


    “People who have higher levels of hope are more likely to want to stay and less likely to feel burned out,” Hopson explains.

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    34 分
  • Section 179 Supercharged | Quick Tax Tip
    2025/11/19

    The deduction's previous cap of $10K jumps to $2.5M.

    Quick Tax Tip
    With Art Werner
    CPE Today

    If you thought Section 179 was already generous, buckle up. Tax guru Art Werner is back with a Quick Tax Tip that dives into one of the most business-friendly changes proposed in the “Big, Beautiful Bill” — a massive, permanent expansion of the Section 179 expensing limit to $2.5 million.

    • Click here for more Art Werner

    That’s right. The deduction, which once topped out at a modest $10,000 (yes, really), could soon allow businesses to expense up to $2.5 million of qualifying property immediately. According to Werner, this is not just another routine adjustment — this is a seismic change in year-one expensing power.

    And for the right business? It could be a game-changer.

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    2 分
  • Jin Chang: Killing SALY, One Agent at a Time | The Disruptors
    2025/11/18

    Fieldguide’s AI rewrites the rules that have held audit back for decades.


    The Disruptors

    With Liz Farr


    Like many auditors, Jin Chang didn’t enjoy the manual work. “Why did I get a four-year degree to do this matching exercise between evidence and samples being tested?” he recalls thinking. “Why aren’t machines doing this better and faster?”

    So he founded Fieldguide, “the platform I wished I had, and the AI agents that we're building are the AI team members I wish I had to collaborate with.” His mission with FieldGuide is to automate the tedious work that drives talented people away from audit, allowing human practitioners to focus on judgment, strategy, and client relationships so “they have a promising career that I didn't see as attractive back then.”


    • MORE STREAMING: Vanover: 5-Star Firms Don't Bill by the Hour | Kless: Profit Is a Result. Flourishing Is the Purpose | Whitman: Build Culture on 'Progress,' Not Change | Shein: No PE? No M&A? No Problem | Hood and Weber: Time to RISE | Proctor: Turn Dumb Ideas into Brilliant Solutions | Carter-Gray: How 1 Poor Review Strengthened the Firm |


    As Chang explains, with audit and assurance, “there's this rising set of client demands and expectations.” Clients demand quality assurance at reasonable fees. However, “quality assurance and reasonable fees don't often go hand in hand. They're often opposite levers.” This tension creates what he calls “a downward spiral of burnout,” where junior auditors struggle to deliver quality work within tight budgets. This results in auditors questioning their career choices.


    Adding to these pressures are uncompetitive salaries and unclear promotion paths. However, Chang views generative and agentic AI as a transformational technology that simultaneously enhances both quality and efficiency.

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    1 時間 2 分