Staffing Strategies: Uncovering Solutions for the Accounting Talent Gap

Donny Shimamoto

The Center for Accounting Transformation and CPA Trendlines have come together as advocates for the profession to research an important issue impacting the profession: staffing. Join us for this key webinar hosted by thought leaders Donny Shimamoto, CPA, CITP, CGMA, with the Center for Accounting Transformation, and CPA Trendline’s Founder & CEO Rick Telberg as they take a deeper look at the Staffing Strategies Research Survey data and discuss key findings that may help identify leading practices and innovative approaches to address staffing shortages moving forward.

The DEI Journey of Accounting Professionals – A Research Study Analysis

Donny Shimamoto

The results are in. Join us for this FREE CPE WEBINAR where we will be sharing the complete results of the Diversity, Equity, and Inclusion Journeys Research Study conducted by the Center for Accounting Transformation. Hear from academic researchers and DEI experts as they take a dive in to what the research told us and discuss the current state of DEI.

Non-Techie Cybersecurity Update for Tax Practitioners

Donny Shimamoto

It’s hard to stay abreast of all the things going on in the cybersecurity realm, so this update is for non-techie tax practitioners who want to understand current compliance requirements, cybersecurity program best practices, cyber liability insurance trends, and cost-effective options for mitigating their risks.

Vitalities and Strengths to Equip You for Busy Season 

Donny Shimamoto

Stress is synonymous with the accounting profession, and anxiety is a common mental health issue experienced by many. Coupled together, excessive stress and anxiety in the workplace can cause a drop in performance, missed workdays, poor productivity, disengagement, and physical and mental health issues. It’s an uncontrollable spiral. Stop the cycle, take back control of your mental health, and return to the person and work you love.

Business and Boundaries for Better Time Prioritization and Work-Life Balance

Kiera Speed

Let’s face it, intent matters, and if you don’t have a good business culture or are taking care of your team, it’s not just your people feeling the impact, it’s also your organization’s overall performance that takes the hit. Personal sustainability is important not only for the business professional, but for the organization as well. Come learn the impact positive leadership styles can have on an organization from its people to the bottom line and how to establish clearer boundaries for better time prioritization and work-life balance.

Critical Steps to Raise Your Rates Without Losing Clients​

Loren Fogelman

Be prepared to roll up your sleeves and apply your brainpower to some new, more effective ways of thinking about how your business creates value for your clients and dive into the many different ways to set new rates which reflect your value.

Boost Your Accounting Firm’s Revenues with Advisory Services

Loren Fogelman

Maybe you’ve considered advisory services but are unsure how to shift from compliance services. Even if you realize the value of advisory services, you’re busy with day-to-day tasks. Lack of time prevents you from moving in this direction. We’ll share proven tips to lighten your workload. Imagine increasing your monthly client revenues by 50% with minimal extra effort. If that interests you, consider adding advisory services to your list of client services.

Cybersecurity for the Small Tax Firm​

Donny Shimamoto

The growing risk of tax identity theft and increase in hackers targeting firms offering tax services makes it even more important for tax practitioners to revisit their cybersecurity/information security policies and procedures.

ChatGPT: Accountant’s Friend or Foe

Center For Accounting Transformation

Artificial Intelligent (AI) Chatbots like ChatGPT have taken the world by storm. With over 100 million users in less than two months, it is the fastest-growing computer application to hit the world, EVER! It continues to grow exponentially not only in number of users, but in its power and flexibility.

Leveraging ChatGPT: Unleash the Power

Center For Accounting Transformation

You’ve heard about it. You, your staff, and your clients have started to use it, but how do you apply this powerful to serve you in the daily operations of your business. I hear it saves time, it amplifies effectiveness, and it can be a springboard for inspiring amazing ideas, IF you learn to ask it questions (prompts) that take advantage of its potential.