Every industry is impacted by the rise of technology and automation, and for many, that can be an overwhelming—possibly even scary—thought. So we set out to get to the bottom of how real accounting experts view this ongoing change to the industry. Our friend Jody Padar, The Radical CPA, conducted a series of interviews with accounting industry thought leaders and influencers, and we pulled together this collection of highlights as they relate to select questions.
20 min read
12 min read
Financial planning can be intimidating. But it doesn't have to be, and that's what the Radical CPA Jody Padar covered in her final CPA Insights interview at the AICPA Engage 2019. Her guest was Celeste Revelli, director of financial planning at eMoney Advisors, an online financial planning service.
Padar and Revelli chatted about all the different features eMoney Advisors has to offer accountants who are starting to dip their toes into financial planning. What lots of accountants don’t know is that you don’t need to be a certified Financial Advisor to start having those types of conversations with your clients. You need the right tools!
That's where eMoney steps in as a tool that helps CPAs see exactly where their clients are spending money so they can better advise them on saving and how to accomplish long-term goals. Padar even uses it in her firm to better serve her clients.
8 min read
Accounting today is not the same as it was ten years ago. And while many accountants have been in the industry long enough to be aware of the changes, not as many have stepped in to help inform other professionals. That’s not the case for Mark Koziel, who runs the AICPA Engage conference every year.
During that conference, Radical CPA Jody Padar talked to Koziel about the transformation of the accounting industry.
9 min read
Another installment in our CPA Insights series, the Radical CPA Jody Padar sat down with Bernie Lietz, COO of Topel Forman in Chicago, at the AICPA ENGAGE event. Among the hot topics covered were what it’s like to lead a firm while balancing lots of different voices and opinions, as well as this year’s NBA Finals.
Lietz also described his interesting journey implementing value pricing at CPA firms. One of his previous CPA firms was one of the first in the industry to implement it about 8 years ago, so he knows what it takes to move in the direction of focusing on value for the client.
8 min read
Back at the 2019 AICPA Engage Event, Botkeeper Partner and Radical CPA Jody Padar spoke with Ryan Lazanis, a CPA from Montreal about helping other firm owners adjust to new technology and changes in the profession.
Lazanis said he thinks we’re finished with the education phase—where firm owners are learning about all the new technology available to them and why it’s important—and we’ve moved onto the implementation phase in which firm owners are just trying to work out how exactly they can change their own processes. And he would know; he started an all-online CPA firm back in 2013 and found some pretty radical success through that adventure.
10 min read
As any mentor or leader can tell you, leadership isn’t easy. In fact, it involves having a great deal of self-awareness and a learner’s mindset in order to be effective. That’s what this interview is all about!
Continuing our series of CPA interviews conducted by the Radical CPA Jody Padar at the AICPA Engage event in Las Vegas, the following is a chat with Mike Maksymiw from Marcum LLP, which recently merged with Filomeno & Company. Padar and Maksymiw focused mostly on leadership, especially in the face of a company merger.
7 min read
Have you ever thought about how the accounting industry mirrors the complexities of our nation? Well, get ready for that suggestion because The Radical CPA sat down with CPA and trendmaster Rick Telberg to talk about the state of accounting today and next year.
Telberg is the founder of CPATrendlines.com, a data-driven research service for the accounting and finance community. He believes next year might be the best ever for the accounting profession, and the way he talks about it, it sounds like lots of accountants take his side!
9 min read
There’s no time like the present, especially when your career and industry depend on your ability to adopt new tech and take advantage of its benefits. That’s part of what Radical CPA Jody Padar and tech implementer and advisor Dustin Wheeler discussed at this year’s AICPA Engage event.
Padar and Wheeler met on social media and have been friends for over a decade. Padar even admits Wheeler was one of the first Radical CPAs!
Padar asked why he enjoys sharing technology with others in his firm, and Wheeler described how he jumps right into technology to learn it, rather than waiting for someone to explain it to him. He prefers to just mess around with the software and figure it out himself, which is great advice for CPAs who might be apprehensive about getting into technology.
Check out the interview recording below, or read on for an edited version of the transcript.
9 min read
The printing press. The steam engine. The assembly line. These technologies revolutionized the way we work and set humanity on a different course for productivity. And now Jasen Stine, training leader at Intuit, is drawing attention to what he calls the “fourth industrial revolution.”
9 min read
Adapt or deal with being left behind. There’s no shortage of internet articles about how companies and firms must learn to evolve if they don’t want to get left behind.
Radical CPA Jody Padar covered this exact topic at the AICPA Engage conference in Las Vegas when she sat down with Aaron Berson, CEO and cofounder of Fringe Accounting Company. The two also discussed the balance between being a CPA and a technologist, and what the most exciting new technology is.
10 min read
There’s that saying that we fear what we don’t understand, and for many experienced professionals—like CPAs who have been around since Intuit first hit the scene in the ’80s—technology is very intimidating.