Beyond Partnerships: Revolutionizing CPA Firms for the Modern Era

Earmark Podcast | Earn Free Accounting CPE

Το περιεχόμενο παρέχεται από το Earmark LLC, Blake Oliver, and CPA. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Earmark LLC, Blake Oliver, and CPA ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

9M ago 55:39

MP3•Αρχική οθόνη επεισοδίου

Join Ryan Spohn, CFO of Sikich, and host Blake Oliver to explore how modern CPA firms are revolutionizing the industry by abandoning the traditional partnership model. Discover innovative strategies for attracting and retaining top talent, including Sikich's alternative practice structure and novel performance metrics. Learn how firms shift from "total hours worked" to holistic evaluations of effectiveness, client satisfaction, and quality. We'll also discuss service diversification, internal mobility, and technology investments. Plus, get insights on Sikich's recent $250M Bain Capital investment. Don't miss this opportunity to understand the future of accounting firms!

(Originally recorded on September 26, 2024, on Earmark Webinars+)

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Chapters

(00:39) - Meet Ryan Spohn, CFO of Sikich
(01:46) - Sikich's Alternative Practice Structure
(02:58) - Private Equity Investment from Bain Capital
(03:57) - Strategies for Attracting and Retaining Top Talent
(08:46) - Employee Wellness and Work-Life Integration
(11:18) - Innovative Billing and Client Engagement
(21:20) - Modernizing ERP and Technology Stack
(27:08) - Ryan Non-Traditional Background
(29:28) - The Importance of Understanding the Work
(30:39) - Expertise and Team Composition
(31:02) - Transition to Public Accounting
(32:34) - Equity and Compensation Challenges
(34:00) - Innovative Equity Solutions at Sikich
(37:17) - Reinvesting in the Firm
(46:07) - Internal Mobility at Sikich
(48:40) - The Future of Accounting with AI
(54:41) - Conclusion and Final Thoughts

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Connect with Our Guest, Ryan Spohn

LinkedIn: https://www.linkedin.com/in/ryan-spohn-9b21431/

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/

97 επεισόδια

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