Lorrie A. B.’s Post

Accounting is the language of business…

In today's blog - Celebrating the Legacy of Don Scholl: A Pioneer in CPA Firm Management - Marc Rosenberg, CPA, reflects on Don's contributions to the profession. Read the blog at https://lnkd.in/ekiV8pjW. #cpa #cpafirm #practicemanagement

Meet Wendi Unger, CPA, a principal at Baker Tilly US, and our 2024 CPA in Public Accounting Award recipient. "To receive this award means that my contributions to my team and the firm — whether large or small — have not gone unrecognized," Wendi said. "The hard work and dedication, the always 'yes' mindset, and my willingness to do whatever needs to be done has led to the person I am today and, ultimately, to the success and growth of my team and our firm." Learn more about Wendi and her achievements in the YouTube video below. #WICPA #Wisconsin #CPA #excellence #recognition

Please watch this video from Board Member Christina Ho and Center for Audit Quality!

Listen up, future CPAs! Andrew Guerrero, CPA, Senior Manager at Adelfia LLC, recently shared with us the advice he wishes he'd heard as an aspiring CPA. Watch your feed for more advice as we continue our chats with young professionals in accounting and finance.

We were thrilled to reconnect with familiar faces and make new connections in the vibrant setting of San Diego at the Accounting Today Firm Growth Forum! Presentations our team facilitated: Building the Revenue per Professional Head (RPH) of a CPA Firm - Bob Lewis & Doug Lewis Key Takeaways: -Awareness of the hierarchy and interaction of key metrics. -Understanding how to determine the actions needed by metric to increase outcomes. -Creation of a process that will redefine how a firm operates and takes itself to market. -Learning the steps their firm can take to build their optimal enterprise value. Young Accountants Panel - Doug Lewis, Darin Essa, Brianna Smith, Melissa Wasylewski, CPA, and Matt Shea Who better to tell firm leaders why it’s so hard to recruit and retain young people in accounting than those young people themselves? In this panel, students and entry-level accountants will share what they love - and hate - about the profession, what they’re looking for in their careers, and the best ways to catch and keep their interest. Private Equity in Accounting - Bob Lewis, Nishaad Ruparel, Alex Goldberg, and Josh Funk PE is adding gas to the already hot accounting firm M&A landscape. This is your opportunity to understand PE’s plan, whether it is a fit for your firm, what you would need to do to be PE or M&A ready, and how PE is impacting traditional deals. Gain insight into an activity that is not stopping and is transforming the accounting world. As always, we're here to help you build your enterprise value. https://hubs.ly/Q02yVXT10 With Michael Horwitz, Brent L. Saunier, CPA, Hitendra Patil, Scott Reams, Chandrashekar (Chandu) Nagarajan, CPA, Varun Jain, CPA, CMA, Yuri Kapilovich, CPA, Daniel Hood #LeadtheWay #FirmGrowthForum #accounting

Next week's Warrington Business Exchange and Warrington Chamber of Commerce & Industry Member Meet Ups Monday 1st July with pastries and bacon butties at the newly refurbished Outset, Sankey Street, Warrington at 9.30am – Members Monday Meet Up with Kerry Lockyer 🟡🔴🟢/🔵 from Oomph Learning and Development Why is it so easy to connect with some people? Why do we sometimes struggle to connect with others? And what can YOU do to build even more effective relationships with literally everyone?! In this fascinating session, behavioural expert Kerry will introduce you to a simple model of human behaviour that will help you to answer just that! You’ll leave this session understanding more about your own personal preferences, plus that of others (customers, suppliers, colleagues, family and even friends!) and crucially some different approaches to try. Tuesday 2nd July at the Base at 9.30am – The Professional Forum with JS (Jackson Stephen) Accountants and Business Advisors Senior Tax Manager, Tom Larkin and Accounts & Audit Senior Manager, Jo Toner ACA, will be talking about “Business Exits” - An overview of how exits from a business can be structured in line with commercial, tax and accounting objectives These events, membership details and more can be seen at www.wbex.co.uk

Next week's Warrington Business Exchange and Warrington Chamber of Commerce & Industry Member Meet Ups Monday 1st July with pastries and bacon butties at the newly refurbished Outset, Sankey Street, Warrington at 9.30am – Members Monday Meet Up with Kerry Lockyer 🟡🔴🟢/🔵 from Oomph Learning and Development Why is it so easy to connect with some people? Why do we sometimes struggle to connect with others? And what can YOU do to build even more effective relationships with literally everyone?! In this fascinating session, behavioural expert Kerry will introduce you to a simple model of human behaviour that will help you to answer just that! You’ll leave this session understanding more about your own personal preferences, plus that of others (customers, suppliers, colleagues, family and even friends!) and crucially some different approaches to try. Tuesday 2nd July at the Base at 9.30am – The Professional Forum with JS (Jackson Stephen) Accountants and Business Advisors Senior Tax Manager, Tom Larkin and Accounts & Audit Senior Manager, Jo Toner ACA, will be talking about “Business Exits” - An overview of how exits from a business can be structured in line with commercial, tax and accounting objectives These events, membership details and more can be seen at www.wbex.co.uk

We all started our self employment journey in accountancy in different ways and under different circumstances. Here's a little snippet of how I started my accountancy practice whilst at the TaxCalc studios! How did you get into starting your own accountancy practice? 🧐

Great article in Accounting Today with CLA (CliftonLarsonAllen) CEO Jen Leary talking about our future, how we are attracting new talent and leaning in on AI!