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Podcast Host

Byron Patrick

CPA, CITP

Byron Patrick, CPA.CITP is an innovator who thrives at the intersection of accounting and technology. Starting his career as a CPA, Byron quickly rejected traditional accounting roles to merge his passion for technology with the profession. He founded Simplified Innovations, an IT firm built specifically for CPAs, before expanding his impact at Botkeeper, where he led the adoption of AI to revolutionize bookkeeping. Later, through The B3 Method Institute, he supported leaders in achieving Business, Balance & Bliss.

As the CEO of VERIFYiQ, Byron has transformed how firms handle quality assurance through automated technology. He also co-founded TB Academy, where he equips accountants with generative AI skills to become future-ready, tech-enabled leaders. A nationally recognized speaker and writer, Byron regularly contributes to industry publications like the Journal of Accountancy and shares his expertise at major conferences, making advanced technology approachable and practical for finance professionals.

Byron is also one of the hosts of the Accounting ARC Podcast, alongside Liz Mason and Donny Shimamoto, where he explores the evolving profession and inspires conversations that connect purpose, innovation, and leadership. In addition, he is proud to be an Agent of Transformation with the Center for Accounting Transformation, advancing equity, innovation, and meaningful change across the profession.

Beyond the accounting-tech scene, Byron lives on a horse farm, balancing life with his family, dogs, and horses—all while continuing his mission to help accountants redefine the profession for a new generation.

Podcasts Hosted by Byron:

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May 19, 2025

Season 02

Episode 13


Accounting ARC

The Importance of Manners

In this episode of Accounting ARC, Donny, Liz, and Byron explain why kindness, gratitude, and strong professional etiquette remain powerful drivers of career success and healthy business culture.

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June 2, 2025

Season 02

Episode 14


Accounting ARC

Work-Life Whiplash? It’s Time to Draw the Line.

In this episode of Accounting ARC, Liz Mason, Donny Shimamoto, and Byron Patrick discuss how clear boundaries, self-awareness, and communication prevent burnout and create healthier, more sustainable professional lives.

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June 16, 2025

Season 02

Episode 15


Accounting ARC

Strip Clubs, Weed, and W-2s: CPAs Get Real About Sin Clients

In this episode of Accounting ARC, Liz Mason and Byron Patrick explore the ethical considerations of CPAs working with so-called “sin industries,” offering candid insights on where professional responsibility and personal boundaries intersect.

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July 14, 2025

Season 02

Episode 14


Accounting ARC

Where Are the Accountants? Unpacking the CFO Void in Public Education

In this special reaction episode of Accounting ARC, Donny Shimamoto and Byron Patrick analyze the accounting gaps behind the public school funding crisis and discuss how stronger financial accountability could help fix education systems.
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July 21, 2025

Season 02

Episode 17


Accounting ARC

The Grit Era: What It Really Takes to Thrive in Accounting

In this episode of Accounting ARC, Donny Shimamoto, Liz Mason, and Byron Patrick share candid stories of career setbacks and resilience, highlighting the lessons that come from pushing through the toughest moments.

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August 25, 2025

Season 02

Episode 20


Accounting ARC

Licensed But Silenced: The CPA Dilemma

In this episode of Accounting ARC, Liz Mason, Byron Patrick, and Donny Shimamoto debate whether CPA credentials should be freely displayed, examining ethics, regulation, and what visibility means for the future of the profession.

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September 22, 2025

Season 02

Episode 23


Accounting ARC

First Accounting Jobs Where Grit Meets Opportunity in the Profession

In this episode of Accounting ARC, Byron Patrick, Donny Shimamoto, and Liz Mason share unforgettable early-career stories—from cash-bag audits to paperless tech firsts and overnight casino counts—and the lessons those experiences still teach today.

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September 8, 2025

Season 02

Episode 22


Accounting ARC

Should the CPA be a license—or just a certification?

In this episode of Accounting ARC, Donny Shimamoto and Byron Patrick join Ron Baker to debate the future of CPA licensure, examining whether certification models could better serve accountants, clients, and the public.

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September 2, 2025

Season 02

Episode 21


Accounting ARC

Who Owns the CPA Firm of the Future?

In this episode of Accounting ARC, Liz Mason, Byron Patrick, and Donny Shimamoto examine who should own CPA firms, exploring the rise of private equity and what firm ownership means for ethics, education, and public trust in the profession.

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November 10, 2025

Season 02

Episode 29


Accounting ARC

Beyond the Bot - How Firms Operationalize AI

In this episode of Accounting ARC, Liz Mason, Byron Patrick, and Donny Shimamoto explain how firms can roll out AI strategically—by setting clear goals, building ethical guardrails, training teams, and turning automation into measurable value.

Our Hosts

Meet Our Hosts and Experts

Explore our thought leaders and knowledge experts across multiple accounting disciplines and industries.

Featured Podcasts

Expertly Curated Episodes

Insightful, unexpected, and always worth the listen these are hand-picked episodes you don't want to miss:
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Student-led Conversations

Trust but Verify: AI, Innovation & Accounting’s Next Generation

Accounting is rapidly transforming through AI, shifting from “trust but verify” to smarter guardrails, redefining innovation, and positioning the next generation as the profession’s strongest competitive edge.

March 2, 2026

Season 02

Episode 01

Play Episode
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Transformation Talks

Navigating Political Differences in Accounting

Can you talk politics without it blowing up? Top accounting leaders reveal how to have real, respectful conversations—even when you disagree—and why it actually strengthens teams and clients.

March 31, 2025

Season 01

Episode 11

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Stay Updated with our Latest Podcasts

Four unique podcast series. One mission: to inspire, challenge, and empower the accounting profession. Each show brings fresh perspectives and powerful stories you won’t hear anywhere else—new episodes drop regularly, so don’t miss a moment.