CPA Trendlines Podcasts

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Episodes

Steve Yoss, Tech Talk: A.I. Automation Tools for Tax, Accounting and Finance Professionals
3d ago
Steve Yoss, Tech Talk: A.I. Automation Tools for Tax, Accounting and Finance Professionals
Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by a Master of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University.Since 2017, Stephen has been at the helm of CPE Today's parent company, Devmatics LLC. He specializes in developing tailored software solutions, mobile apps, and sophisticated automation systems to solve complex, critical challenges for a variety of clients. His innovative approach to technology was first applied at his family’s firm, Yoss & Allen, where he revolutionized their technological infrastructure.As an authoritative speaker and prolific author, Stephen is a powerhouse in professional education, presenting at over 100 events annually and having authored more than 50 CPE courses. His sessions, packed with expertise and actionable insights, cover critical technology topics from cloud computing to preventing data breaches, artificial intelligence, automation, and empowering professionals across the globe.Stephen’s expertise in the realm of pyrotechnics is equally impressive. As a licensed pyrotechnician, he’s contributed to some of the nation’s most memorable fireworks displays, including the Macy’s July 4th Spectacular and the Golden Gate Bridge’s 75th Anniversary celebrations, the annual Burning Man event, and many other shows around the country. His precision and creativity illuminate the sky, showcasing his dedication to this explosive art form.When he’s not developing software, enlightening professionals, or lighting up the sky with fireworks, Stephen indulges in his passions for music, community service, and the great outdoors. His commitment to community and adventure is evident, whether he’s at Burning Man or volunteering in his hometown of Big Bear Lake, CA.Dive deeper into Stephen’s blend of technological innovation, educational contribution, and pyrotechnic artistry at https://yoss.io.
Steve Yoss, Tech Talk: The Power in Microsoft Power BI for Tax, Accounting and Finance Professionals
Jun 5 2024
Steve Yoss, Tech Talk: The Power in Microsoft Power BI for Tax, Accounting and Finance Professionals
Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by a Master of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University.Since 2017, Stephen has been at the helm of CPE Today's parent company, Devmatics LLC. He specializes in developing tailored software solutions, mobile apps, and sophisticated automation systems to solve complex, critical challenges for a variety of clients. His innovative approach to technology was first applied at his family’s firm, Yoss & Allen, where he revolutionized their technological infrastructure.As an authoritative speaker and prolific author, Stephen is a powerhouse in professional education, presenting at over 100 events annually and having authored more than 50 CPE courses. His sessions, packed with expertise and actionable insights, cover critical technology topics from cloud computing to preventing data breaches, artificial intelligence, automation, and empowering professionals across the globe.Stephen’s expertise in the realm of pyrotechnics is equally impressive. As a licensed pyrotechnician, he’s contributed to some of the nation’s most memorable fireworks displays, including the Macy’s July 4th Spectacular and the Golden Gate Bridge’s 75th Anniversary celebrations, the annual Burning Man event, and many other shows around the country. His precision and creativity illuminate the sky, showcasing his dedication to this explosive art form.When he’s not developing software, enlightening professionals, or lighting up the sky with fireworks, Stephen indulges in his passions for music, community service, and the great outdoors. His commitment to community and adventure is evident, whether he’s at Burning Man or volunteering in his hometown of Big Bear Lake, CA.Dive deeper into Stephen’s blend of technological innovation, educational contribution, and pyrotechnic artistry at https://yoss.io.
Steve Yoss, Tech Talk: Cloud Computing for Tax, Accounting and Finance Professionals
May 29 2024
Steve Yoss, Tech Talk: Cloud Computing for Tax, Accounting and Finance Professionals
Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by a Master of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University.Since 2017, Stephen has been at the helm of CPE Today's parent company, Devmatics LLC. He specializes in developing tailored software solutions, mobile apps, and sophisticated automation systems to solve complex, critical challenges for a variety of clients. His innovative approach to technology was first applied at his family’s firm, Yoss & Allen, where he revolutionized their technological infrastructure.As an authoritative speaker and prolific author, Stephen is a powerhouse in professional education, presenting at over 100 events annually and having authored more than 50 CPE courses. His sessions, packed with expertise and actionable insights, cover critical technology topics from cloud computing to preventing data breaches, artificial intelligence, automation, and empowering professionals across the globe.Stephen’s expertise in the realm of pyrotechnics is equally impressive. As a licensed pyrotechnician, he’s contributed to some of the nation’s most memorable fireworks displays, including the Macy’s July 4th Spectacular and the Golden Gate Bridge’s 75th Anniversary celebrations, the annual Burning Man event, and many other shows around the country. His precision and creativity illuminate the sky, showcasing his dedication to this explosive art form.When he’s not developing software, enlightening professionals, or lighting up the sky with fireworks, Stephen indulges in his passions for music, community service, and the great outdoors. His commitment to community and adventure is evident, whether he’s at Burning Man or volunteering in his hometown of Big Bear Lake, CA.Dive deeper into Stephen’s blend of technological innovation, educational contribution, and pyrotechnic artistry at https://yoss.io.
Top Ten Strategies for Effective Management and Organizational Growth - Accounting ARC, Ep. 4
May 28 2024
Top Ten Strategies for Effective Management and Organizational Growth - Accounting ARC, Ep. 4
The takeaways crucial to ensuring sustainability and growth.Accounting ARC With Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationWhen a CPA realizes his business-owner client has never paid sales tax, it can be a jaw-dropping moment. When a CPA realizes his business-owner client has never paid sales tax, it can be a jaw-dropping moment. When they realize the client has owned and operated a successful business for years and is nearing 100 years old, it could cause an aneurysm. Full episode notes here: https://cpatrendlines.com/2024/05/28/accounting-arc-with-liz-mason-byron-patrick-and-donny-shimamoto-center-for-accounting-transformation-strategies-for-effective-management-and-organizational-growtharc-4/ More: Accounting ARC: Exploring AI's Role in Modern Accounting | Accounting ARC: Unraveling the Collapse of Silicon Valley Bank | Accounting ARC: Introducing Accounting, Reaction, Comedy | Harper & Co. CPAs: The Perspective of a Non-Accountant is Imperative | Menlo Innovations: Improve Office Culture by Overhauling Internal Reviews | Dustin Wheeler: For Serious CAS Success, Hire Tech Teams | Chase Birky: Overcoming Paralysis By Analysis |  Exclusively for PRO Members. Log in here or upgrade to PRO today.Byron Patrick, CPA/CITP, CGMA, vice president of Client Success at the B3 Method Institute, kicks off the fourth episode of Accounting ARC by explaining how his experience in this real-world example illuminates the often-overlooked complexities of sales tax compliance. Patrick recounts how the scenario underscores the necessity of keeping accurate records and the potential disasters of neglect, emphasizing the long-term impact on business operations.
Quick Tech Talks with Steve Yoss: When A.I. Does the Heavy Lifting for Tax, Accounting and Finance Professionals
May 22 2024
Quick Tech Talks with Steve Yoss: When A.I. Does the Heavy Lifting for Tax, Accounting and Finance Professionals
With Steve YossCPE TodayBesides OpenAI, Microsoft, Google, Facebook and the others you know,there are a number of really interesting and useful niche AI applications that are popping up as well, says Steve Yoss in this Quick Tech Talk.Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yossThese AI tools can leverage large language models, generative AI, machine learning, and more. They can do the heavy lifting for you. So you're still in the position, in the driver's seat of interpreting that information, making it useful and meaningful for your client. But you've got these robot workers that can do the heavy lifting for you to hopefully save you a bunch of time.Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today.Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by a Master of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University.Since 2017, Stephen has been at the helm of CPE Today's parent company, Devmatics LLC. He specializes in developing tailored software solutions, mobile apps, and sophisticated automation systems to solve complex, critical challenges for a variety of clients. His innovative approach to technology was first applied at his family’s firm, Yoss & Allen, where he revolutionized their technological infrastructure.As an authoritative speaker and prolific author, Stephen is a powerhouse in professional education, presenting at over 100 events annually and having authored more than 50 CPE courses. His sessions, packed with expertise and actionable insights, cover critical technology topics from cloud computing to preventing data breaches, artificial intelligence, automation, and empowering professionals across the globe.Stephen’s expertise in the realm of pyrotechnics is equally impressive. As a licensed pyrotechnician, he’s contributed to some of the nation’s most memorable fireworks displays, including the Macy’s July 4th Spectacular and the Golden Gate Bridge’s 75th Anniversary celebrations, the annual Burning Man event, and many other shows around the country. His precision and creativity illuminate the sky, showcasing his dedication to this explosive art form.When he’s not developing software, enlightening professionals, or lighting up the sky with fireworks, Stephen indulges in his passions for music, community service, and the great outdoors. His commitment to community and adventure is evident, whether he’s at Burning Man or volunteering in his hometown of Big Bear Lake, CA.Dive deeper into Stephen’s blend of technological innovation, educational contribution, and pyrotechnic artistry at https://yoss.io.
Disruptors: Chase Birky Builds the Anti-CPA Firm
May 14 2024
Disruptors: Chase Birky Builds the Anti-CPA Firm
Don't reinvent the wheel. Join a better wheel. The DisruptorsWith Liz FarrIn the latest episode of "The Disruptors," host Liz Farr talks with Chase Birky, the trailblazing co-founder of Dark Horse, a firm designed to redefine the traditional CPA experience. Born from a vision of a more equitable and efficient CPA firm, Dark Horse provides sole practitioners and small firms access to the resources typically reserved for larger entities. This "anti-CPA firm" aims to support underserved small businesses, often neglected by larger accounting firms, by providing them with reliable and responsive accounting services. 13 MORE TAKEAWAYS: Chase Birky show notes here MORE: Disruptors MORE CPA TRENDLINES PODCASTS and VIDEOS: Jason Blumer & Julie Shipp: Move Leaders Out of Client Service | James Graham: Drop the Billable Hour and You'll Bill More | Karen Reyburn: Fix Your Marketing and Fix Your Business | Giles Pearson: Fix the Staffing Crisis by Swapping Experience for Education | Jina Etienne: Practice Fearless Inclusion | Bill Penczak: Stop Forcing Smart People to Do Stupid Work | Jason Deshayes: What We're Doing Isn't Working | Heather Satterley: You've Got To Meet People Where They Are | Bill Penczak: Stop Forcing Smart People to Do Stupid Work | Sandra Wiley: Staffing Problem? Check Your Culture | Chase explains how Dark Horse’s innovative Accelerator program aids accountants in building their business from scratch, ensuring financial stability with a guaranteed salary and succession planning. This structure allows CPAs to focus on client service, firm growth, and team development—key factors that contribute to long-term enterprise value.
Steve Yoss, Tech Talk: The New Regulatory Framework for Accounting and Finance Professionals
May 11 2024
Steve Yoss, Tech Talk: The New Regulatory Framework for Accounting and Finance Professionals
Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by a Master of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University.Since 2017, Stephen has been at the helm of CPE Today's parent company, Devmatics LLC. He specializes in developing tailored software solutions, mobile apps, and sophisticated automation systems to solve complex, critical challenges for a variety of clients. His innovative approach to technology was first applied at his family’s firm, Yoss & Allen, where he revolutionized their technological infrastructure.As an authoritative speaker and prolific author, Stephen is a powerhouse in professional education, presenting at over 100 events annually and having authored more than 50 CPE courses. His sessions, packed with expertise and actionable insights, cover critical technology topics from cloud computing to preventing data breaches, artificial intelligence, automation, and empowering professionals across the globe.Stephen’s expertise in the realm of pyrotechnics is equally impressive. As a licensed pyrotechnician, he’s contributed to some of the nation’s most memorable fireworks displays, including the Macy’s July 4th Spectacular and the Golden Gate Bridge’s 75th Anniversary celebrations, the annual Burning Man event, and many other shows around the country. His precision and creativity illuminate the sky, showcasing his dedication to this explosive art form.When he’s not developing software, enlightening professionals, or lighting up the sky with fireworks, Stephen indulges in his passions for music, community service, and the great outdoors. His commitment to community and adventure is evident, whether he’s at Burning Man or volunteering in his hometown of Big Bear Lake, CA.Dive deeper into Stephen’s blend of technological innovation, educational contribution, and pyrotechnic artistry at https://yoss.io.
Steve Yoss, Tech Talk: The Accountant Jobs A.I. Will Replace in Tax, Accounting and Finance
May 8 2024
Steve Yoss, Tech Talk: The Accountant Jobs A.I. Will Replace in Tax, Accounting and Finance
Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by a Master of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University.Since 2017, Stephen has been at the helm of CPE Today's parent company, Devmatics LLC. He specializes in developing tailored software solutions, mobile apps, and sophisticated automation systems to solve complex, critical challenges for a variety of clients. His innovative approach to technology was first applied at his family’s firm, Yoss & Allen, where he revolutionized their technological infrastructure.As an authoritative speaker and prolific author, Stephen is a powerhouse in professional education, presenting at over 100 events annually and having authored more than 50 CPE courses. His sessions, packed with expertise and actionable insights, cover critical technology topics from cloud computing to preventing data breaches, artificial intelligence, automation, and empowering professionals across the globe.Stephen’s expertise in the realm of pyrotechnics is equally impressive. As a licensed pyrotechnician, he’s contributed to some of the nation’s most memorable fireworks displays, including the Macy’s July 4th Spectacular and the Golden Gate Bridge’s 75th Anniversary celebrations, the annual Burning Man event, and many other shows around the country. His precision and creativity illuminate the sky, showcasing his dedication to this explosive art form.When he’s not developing software, enlightening professionals, or lighting up the sky with fireworks, Stephen indulges in his passions for music, community service, and the great outdoors. His commitment to community and adventure is evident, whether he’s at Burning Man or volunteering in his hometown of Big Bear Lake, CA.Dive deeper into Stephen’s blend of technological innovation, educational contribution, and pyrotechnic artistry at https://yoss.io.
Steve Yoss, Tech Talk: How to Rescue the Shrinking Tax, Accounting and Finance Profession
May 5 2024
Steve Yoss, Tech Talk: How to Rescue the Shrinking Tax, Accounting and Finance Profession
Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by a Master of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University.Since 2017, Stephen has been at the helm of CPE Today's parent company, Devmatics LLC. He specializes in developing tailored software solutions, mobile apps, and sophisticated automation systems to solve complex, critical challenges for a variety of clients. His innovative approach to technology was first applied at his family’s firm, Yoss & Allen, where he revolutionized their technological infrastructure.As an authoritative speaker and prolific author, Stephen is a powerhouse in professional education, presenting at over 100 events annually and having authored more than 50 CPE courses. His sessions, packed with expertise and actionable insights, cover critical technology topics from cloud computing to preventing data breaches, artificial intelligence, automation, and empowering professionals across the globe.Stephen’s expertise in the realm of pyrotechnics is equally impressive. As a licensed pyrotechnician, he’s contributed to some of the nation’s most memorable fireworks displays, including the Macy’s July 4th Spectacular and the Golden Gate Bridge’s 75th Anniversary celebrations, the annual Burning Man event, and many other shows around the country. His precision and creativity illuminate the sky, showcasing his dedication to this explosive art form.When he’s not developing software, enlightening professionals, or lighting up the sky with fireworks, Stephen indulges in his passions for music, community service, and the great outdoors. His commitment to community and adventure is evident, whether he’s at Burning Man or volunteering in his hometown of Big Bear Lake, CA.Dive deeper into Stephen’s blend of technological innovation, educational contribution, and pyrotechnic artistry at https://yoss.io.
TRAILER: Steve Yoss, Tech Talk: This Is  Steve Yoss. From cpatrendlines.com
May 3 2024
TRAILER: Steve Yoss, Tech Talk: This Is Steve Yoss. From cpatrendlines.com
Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by a Master of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University.Since 2017, Stephen has been at the helm of CPE Today's parent company, Devmatics LLC. He specializes in developing tailored software solutions, mobile apps, and sophisticated automation systems to solve complex, critical challenges for a variety of clients. His innovative approach to technology was first applied at his family’s firm, Yoss & Allen, where he revolutionized their technological infrastructure.As an authoritative speaker and prolific author, Stephen is a powerhouse in professional education, presenting at over 100 events annually and having authored more than 50 CPE courses. His sessions, packed with expertise and actionable insights, cover critical technology topics from cloud computing to preventing data breaches, artificial intelligence, automation, and empowering professionals across the globe.Stephen’s expertise in the realm of pyrotechnics is equally impressive. As a licensed pyrotechnician, he’s contributed to some of the nation’s most memorable fireworks displays, including the Macy’s July 4th Spectacular and the Golden Gate Bridge’s 75th Anniversary celebrations, the annual Burning Man event, and many other shows around the country. His precision and creativity illuminate the sky, showcasing his dedication to this explosive art form.When he’s not developing software, enlightening professionals, or lighting up the sky with fireworks, Stephen indulges in his passions for music, community service, and the great outdoors. His commitment to community and adventure is evident, whether he’s at Burning Man or volunteering in his hometown of Big Bear Lake, CA.Dive deeper into Stephen’s blend of technological innovation, educational contribution, and pyrotechnic artistry at https://yoss.io.
Blumer CPAs: Move Leaders Out of Client Service
Mar 7 2024
Blumer CPAs: Move Leaders Out of Client Service
Intentionality can bring freedom and joy.The DisruptorsWith Liz FarrWhen Jason Blumer and Julie Shipp joined forces to build Blumer CPAs more than a decade ago, they eschewed the traditional partnership structure, where decision-making power depends on ownership percentage. Instead, Blumer said, “We figured out the ownership is a legal reflection of the companies, but they do not reflect anything we do together in our roles.”  10 MORE TAKEAWAYS: Blumer CPAs show notes here MORE: Disruptors MORE CPA TRENDLINES PODCASTS and VIDEOS:  James Graham: Drop the Billable Hour and You'll Bill More | Karen Reyburn: Fix Your Marketing and Fix Your Business | Giles Pearson: Fix the Staffing Crisis by Swapping Experience for Education | Jina Etienne: Practice Fearless Inclusion | Bill Penczak: Stop Forcing Smart People to Do Stupid Work | Jason Deshayes: What We're Doing Isn't Working | Heather Satterley: You've Got To Meet People Where They Are | Bill Penczak: Stop Forcing Smart People to Do Stupid Work Together, they also formed Thriveal, a support community for accounting firm owners. Blumer is the CEO and visionary for the firm and Shipp is the COO and integrator. This separation of ownership from roles allows them to both to be, as Shipp said, “100% in my role and have 100% the authority of my role.”  In their first year of working together, Shipp said, “We were crossing in and out of each other's lanes,” as visionary and integrator, which, she explained, “diluted the work we could do together.” They found that becoming clear on their roles allows them both to leverage their best gifts and abilities.
Scharrell Jackson: Lead with Diversity of Thought
Mar 5 2024
Scharrell Jackson: Lead with Diversity of Thought
Transformation TalksWith Donny ShimamotoCenter for Accounting TransformationIn the latest episode of Transformation Talks, renowned international speaker, leadership coach, and business consultant Scharrell Jackson emphasizes the pivotal role of Diversity, Equity, and Inclusion (DEI) in ensuring the sustainability of businesses across diverse industries. Jackson delves into the profound benefits of DEI, extending beyond business culture to impact recruiting and the overall bottom line. MORE: Scharrell Jackson show notes here MORE CPA TRENDLINES PODCASTS and VIDEOS: Harper & Company CPAs: The Perspective of a Non-Accountant is Imperative | Jason Deshayes: What We're Doing Isn't Working | Heather Satterley: You've Got To Meet People Where They Are | Bill Penczak: Stop Forcing Smart People to Do Stupid Work | Sandra Wiley: Staffing Problem? Check Your Culture | Scott Scarano: First, Grow People. Then Firm Growth Can Follow | Jody Padar: Build a Practice that Works for You, Not Vice-Versa | Ira Rosenbloom: With M&A, Nobody Wants a Fixer-Upper | Peter Margaritis: The Power Skills Every Accountant Needs | Joe Montgomery: Find the Sweet Spot of the Right Clients, Right Services and Right Prices | Marie Green: Your Bad Apples Are Ruining You | Megan Genest Tarnow: Hire for Curiosity Rather Than Compliance | Clayton Oates: One Way to Keep Clients for Life | Randy Crabtree: Follow These Three Rules to Keep Employees Happy | Erik Solbakken: Yes, You Can Work Less and Make More | Donny Shimamoto: Future Firm Growth Requires a Mindshift "It's the living experience of what works and what doesn't, and also understanding the broad positive impact that it can have on businesses that choose to get comfortable being uncomfortable," Jackson explains.
Amber Setter: Coaching Helps Resolve the Tension Between Safety and Purpose
Feb 29 2024
Amber Setter: Coaching Helps Resolve the Tension Between Safety and Purpose
Safety's knowing you can pay the bills. Purpose is knowing there's something more.The DisruptorsWith Liz FarrAmber Setter, the chief enlightenment officer for Conscious Public Accountants, started out as a Type A overachiever CPA, but after a few busy seasons, she realized that she "didn’t want to be an accountant anymore.”Today she’s an executive leadership coach for accountants, helping them transform their lives and careers. 11 MORE TAKEAWAYS: Amber Setter show notes here MORE: Disruptors MORE CPA TRENDLINES PODCASTS and VIDEOS:  Blumer CPAs: Move Leaders Out of Client Service | James Graham: Drop the Billable Hour and You'll Bill More | Karen Reyburn: Fix Your Marketing and Fix Your Business | Giles Pearson: Fix the Staffing Crisis by Swapping Experience for Education | Jina Etienne: Practice Fearless Inclusion | Bill Penczak: Stop Forcing Smart People to Do Stupid Work | Jason Deshayes: What We're Doing Isn't Working | Heather Satterley: You've Got To Meet People Where They Are |  The premise behind Setter's coaching is that the coachee, whether it’s an individual, a team or an organization, is the expert in their domain.“The work of the coach is to pull that wisdom outside of them” Setter said, adding that next steps include reflection and talking about goals and challenges. Setter explained that coaches don’t tell people what to do, but instead ask open-ended questions to create a space for personal exploration of issues many are not giving thought to.