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43. Evolving with Client Expectations & The Growth of Client Accounting Services | with Hitendra Patil

Future-Proof

Release Date: 02/18/2019

71. Your Business Model is Not Your Why | with Will Hill show art 71. Your Business Model is Not Your Why | with Will Hill

Future-Proof

Summer’s over, October’s here, and things are changing. But that’s the state of our world today, isn’t it? And not just when it comes to the weather.    Change is the new normal, and that can be an uncomfortable thing, especially for  CPAs. But for those who are ready to embrace it — to adapt a more nimble and flexible mindset — there are a lot of opportunities just waiting to be taken advantage of.   The question is, then, how do we do that? How do we start embracing flexibility and fluidity as competitive advantages? How do we start thinking about transforming...

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70. The Culture Key: Bet on Talent | with Dee Ann Turner show art 70. The Culture Key: Bet on Talent | with Dee Ann Turner

Future-Proof

We’re jumping back on the culture train today. As you can probably tell, we’re big believers in getting your culture right. We’ve had conversations on the topic with Tom Peters, Karl Alrichs, Jamie Notter, Richard Silberstein, and David Barrett — and that’s because it’s a REALLY important conversation to be having!    Really, there might not be a bigger or more important differentiator in business today than your culture. If you get it right, you’re going to have a leg up in recruitment and retention, for one, but you’ll also just be doing business with really...

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69. Color Accounting: Teaching the Language of Business to Everyone | with Peter Frampton show art 69. Color Accounting: Teaching the Language of Business to Everyone | with Peter Frampton

Future-Proof

Today’s episode is all about Color Accounting — and if you’re not familiar with Color Accounting yet, you need to be!   So, we invited Peter Frampton, co-founder of Color Accounting, onto the show to teach us all about what Color Accounting is and why it’s so important to the future of our profession.   To learn more, and for the complete show notes, visit blionline.org/blog.   Resources: ColorAccounting.com LinkedIn: www.linkedin.com/in/peterframpton How Color Accounting works: https://youtu.be/QeoCoatHGsY Color Accounting’s books on accounting and finance:...

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68. Blunt Talk About 'Cannabiz' Issues | with Emily Burns show art 68. Blunt Talk About 'Cannabiz' Issues | with Emily Burns

Future-Proof

Today we’re going to talk about something you probably didn’t expect from this show: Cannabis.  But legalization for both medical and recreational cannabis products is growing at the state level. At this point, it seems like a hard trend. So it’s high time we talked about this stuff (pun intended)  if we want to future-proof this profession.   To help us come to a joint understanding, if you will, about how we can best serve our clients in this area, we are joined by Emily Burns, who provides customized legal and consulting solutions specifically for the rapidly evolving...

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67. Why you need a cloud strategy | with Blake Oliver show art 67. Why you need a cloud strategy | with Blake Oliver

Future-Proof

We’ve been talking about the cloud for so long now that it’s easy to assume that everyone already has it figured out – but that’s the wrong assumption to make with our profession.   There are exceptions, of course. There are some accounting and finance pros out there who take pride in getting ahead of new technologies early. But a sizeable part of the profession hasn’t made that leap yet.   So Blake Oliver, co-host of the Cloud Accounting Podcast, joins us to assess where we’re at in the profession when it comes to cloud adoption, as well as what’s next from here....

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66. Doing Digital Vs. Being Digital | with Matt Loeb show art 66. Doing Digital Vs. Being Digital | with Matt Loeb

Future-Proof

How do you transform your organization into a truly digital organization?    It’s not as simple as it sounds. You can’t just about employ some digital technologies and think that you’ve made it. Doing digital and being digital are not the same things. Not even close.   So, we’re joined by Matt Loeb, principal of Optimal Performance Seekers and acting CEO of SECURE, who is simply one of the deepest thinkers about what it means to be digital in an increasingly digital world. Quite frankly, too many people get this stuff wrong, and Matt is here to point us in the right...

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65. How Maryland saved Washington ... and the country | with Chris Formant show art 65. How Maryland saved Washington ... and the country | with Chris Formant

Future-Proof

To know where you’re going, you have to have an understanding of – and an appreciation for – where you’ve been.    Publisher and activist Marcus Garvey said, “A people without the knowledge of their past history, origin and culture is like a tree without roots.” And Michael Crichton, the bestselling author of Jurassic Park and Westworld, said, “If you don’t know history, then you don’t know anything. You are a leaf that doesn’t know it is part of a tree.”   Why are our two favorite quotes about history also about trees? Who knows. But these quotes...

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64. Regulation: A Hard Trend with a Big Impact | with Russ Golden show art 64. Regulation: A Hard Trend with a Big Impact | with Russ Golden

Future-Proof

We spend a lot of time on this show talking about future trends and technologies — things like artificial intelligence, blockchain, and automation – and, more importantly, what those things mean for the future of our profession.   But there are many other hard trends — a.k.a. future facts, a.k.a. things that we know are going to happen – that will have a huge impact on what we do. The topics aren’t always as sexy, sure, but they’re equally impactful, and if we want to get serious about becoming future-ready, we need to be talking about these things, too.   So, that...

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63. How to Win in a Winner-Take-All World | with Neil Irwin show art 63. How to Win in a Winner-Take-All World | with Neil Irwin

Future-Proof

Our guest today is Neil Irwin, who is the senior economic correspondent at the New York Times and the best-selling author of The Alchemists: Three Central Bankers and a World on Fire, about the global financial crisis and its aftermath.   And Irwin recently wrote a new book titled How to Win in a Winner-Take-All World: The Definitive Guide to Adapting and Succeeding in High-Performance Careers. It’s a fascinating and important book, given the changing and complex world we live in.   To learn more, and for the complete show notes, visit blionline.org/blog.   Resources: ...

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62. People Problems | with Paul McDonald show art 62. People Problems | with Paul McDonald

Future-Proof

Today, we’re talking about the elephant in the room, or what Tom Hood would call the dead moose in the room. That thing that’s stinking up the joint but that nobody wants to do anything about – or, more to the point, nobody knows what to do about it.   That dead moose is talent.    How do you find it? How do you keep it? How do you set your organization apart from all the others out there so people want to work for you?   It’s a HUGE problem, and here’s why in three short words: One point five.   That’s the unemployment rate for accountants and auditors....

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More Episodes

Are we evolving to meet our clients’ evolving expectations?

 

More and more of our clients don’t want to deal with accounting, finance, or payroll. They want to focus on what they do well and leave all of that other stuff to someone else – and that someone else could be you, if you’re set up to provide it.

 

That’s where this week’s guest comes in. Hitendra Patil is the Director of Customer Success at AccountantsWorld, the author of Accountaneur: The Entrepreneurial Accountant, and one of the 100 most influential people in accounting, according to Accounting Today. So, he’s kind of a rock star in the accounting and finance world, and he’s got his finger on the pulse of what’s driving public accounting into the future.

 

To learn more, and for the complete show notes, visit blionline.org/blog.

 

Resources:


Future-Proof is produced by Podcast Masters