Center for Accounting Transformation

Recent research from Center for Accounting Transformation and Donny Shimamoto, CPA, CITP, CGMA has given some great insights for firms. What strategies are firms using to close their talent gaps? What is working and what isn’t. Our blog this week digs in.

AI and accounting: What changed in Q1? ?? From automation breakthroughs to new risks, this webinar covers everything CPA firms must know to stay competitive. Register now! ?? https://lnkd.in/g5SqJBQR #AI #CPAs #AIinAccounting #accelerateinnovation #transformaccounting #managerisk

?? "Kindness, adaptability, and simplification have been my greatest tools in transforming the accounting profession." – ?? Byron Patrick, CPA.CITP From tech innovations to inspiring the next generation, Byron is leading by example as an #AgentOfTransformation.? https://lnkd.in/gS9FmhMt ?? Let’s empower future leaders to embrace change, drive impact, and shape the future of accounting and finance.? ?? Share YOUR story today: https://lnkd.in/gCyqzKwS? #TransformAccounting #AgentsOfTransformation #ImprovetheWorld?

Accountants are at the forefront of driving change and can #accelerateinnovation by leveraging technology, data, and strategic insights to transform businesses. This week, we look at key weaknesses found in AI’s reasoning – and why we might take comfort in it. Plus, find out how one U.S. city is leveling up its issue exploration process with the help of Google and Polis and learn more about the multiplicative impact of Agentic AI and how it could help determine the best courses of action. All this and more in this week’s Transformation Highlights! Don’t miss an issue – Subscribe today: https://lnkd.in/eKPw8SRJ. #transformfinance #transformaudit #betterbizculture #transformtax #improvetheworld #enabletransformation #personalresilience #managerisk

?? 3 Reasons Why Your Brand Should Partner with Us 1?? Direct Access to decision-makers in accounting and finance. 2?? High-Impact Visibility through podcasts, events, newsletters, and more. 3?? Strategic Positioning to showcase your expertise to a targeted, engaged audience. ?? Let’s put YOUR brand in front of the right people. Let’s talk. ?? Message us or visit: https://lnkd.in/gCGKuQWM ?? Explore the marketing kit: https://lnkd.in/gAZx-Nx5

Meet Trisha Nomura: CPA, CGMA, firm owner, and Agent of Transformation. ?? Trisha believes that accounting is more than just balancing books—it’s about understanding people, building emotional intelligence, and leading with gratitude. She’s reshaping the profession and inspiring others to do the same.? https://lnkd.in/gc8QZejz? ?? Ready to lead with heart? ?? Join Trisha and other Agents of Transformation. Share YOUR story here: we.improvetheworld.net #TransformAccounting #AgentsOfTransformation #ImprovetheWorld?

?? In this episode of Know-How Korner, Donny Shimamoto, CPA, CITP, CGMA sits down with Amy Cooper, DBA, an accounting professor and researcher, to explore her study on job embeddedness, job engagement, and turnover intentions in public accounting firms. They unpack surprising insights on how firm size impacts retention, why job engagement might not predict turnover, and what firms can do to build stronger employee commitment. #JobEmbeddedness #JobEngagement #TurnoverIntentions #PublicAccounting #AccountingTalent #AccountingIndustry

?? Are you ready for the wave of change sweeping the accounting industry? Private equity is transforming the landscape for CPA firms, while mergers, acquisitions, and succession planning remain pivotal strategies for growth—or survival. ?? Join the Center for Accounting Transformation on April 29, 2025, 3:00 pm - 5:00 pm ET, for "M&A, PE, or Independence? Chart Your CPA Firm’s Future in 2025" This interactive webinar is designed specifically for accounting firm owners who want to understand their options, the financial implications of each path, and the strategies needed to thrive. Donny Shimamoto, CPA, CITP, CGMA will be joined by Bob Lewis and Doug Lewis, two of today’s top deal-makers, for this valuable webinar! As industry insiders and experts, Bob and Doug will unravel the impact of private equity, explore the myths and realities of M&A, and provide actionable strategies for firms determined to remain independent or take the next big leap. ?? Objectives: ? Describe how to calculate your firm’s potential valuation to a PE investor. ? Identify key metrics to evaluate and structure deals. ? Define the strategies to compete with PE-backed and merged firms. ?? Intended Audience: Owners, partners, and decision-makers in accounting firms navigating growth, succession, or strategic transformation. NOTE: This session is not designed for accountants who are in the private sector. ?? 2 Hour(s) - CPE Credit(s) ?? Early bird pricing (through April 22) – $149 | Regular course price after April 22 – $299 #PrivateEquity #CPAfirms #MergersAcquisitions #SuccessionPlanning #AccountingTransformation

You Don’t Have to Be an Accountant to Transform the Profession! ?? ?? Meet Alisa Nishimoto, PMP, DASM! ?? She may not be an accountant—but that doesn’t stop her from making a huge impact in the accounting profession! As the Director of Small Business Transformation Services at IntrapriseTechKnowlogies LLC, Alisa helps firms streamline operations, embrace innovation, and navigate change with confidence. Her superpowers? Organization, Gentle Leadership, and Inspiring Transformation. Alisa is an Agent of Transformation, proving that accounting isn’t just about numbers—it’s about problem-solving, leadership, and driving meaningful change.? https://lnkd.in/gvY9XvxC? ?? Join Alisa and other Agents of Transformation in shaping the future of accounting—whether you’re a CPA or not! Share your story: https://lnkd.in/gCyqzKwS #AgentsOfTransformation #InnovationInAccounting #BeyondTheNumbers?

AI adoption in accounting is accelerating faster than ever. From new AI-powered tools to regulatory implications, Q1 was packed with changes. Stay informed—sign up today! ?? https://lnkd.in/g5SqJBQR #AI #CPAs #AIinAccounting #accelerateinnovation #transformaccounting #managerisk