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Contenido proporcionado por Earmark LLC, Blake Oliver, and CPA. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Earmark LLC, Blake Oliver, and CPA o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Beyond Partnerships: Revolutionizing CPA Firms for the Modern Era

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Manage episode 445794494 series 2991380
Contenido proporcionado por Earmark LLC, Blake Oliver, and CPA. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Earmark LLC, Blake Oliver, and CPA o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

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+)

Sponsor
ShareFile - https://earmarkcpe.promo/sharefile


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
Sign up to get free CPE for listening to this podcast

https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

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/

  continue reading

86 episodios

Artwork
iconCompartir
 
Manage episode 445794494 series 2991380
Contenido proporcionado por Earmark LLC, Blake Oliver, and CPA. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Earmark LLC, Blake Oliver, and CPA o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

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+)

Sponsor
ShareFile - https://earmarkcpe.promo/sharefile


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
Sign up to get free CPE for listening to this podcast

https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

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/

  continue reading

86 episodios

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