Host: Rich Daisley Guest: Ane K. Ohm Ane Ohm, founder and CEO of LeaseCrunch, a leading lease accounting software company, joins Surgent’s Rich Daisley to discuss the current status of private companies’ ASC 842 implementation efforts. They discuss common challenges, best practices, and paths forward for these companies as they seek to complete their efforts ahead of the 2022 effective date of the new standard. Please feel free to connect with Rich and Ane on LinkedIn. Be sure to listen until the end of the episode for a discount off your next webinar purchase! Intro and Outro Music by Lakey Inspired ©2017 COPYRIGHT LAKEY INSPIRED. All Rights Reserved.

Host: Rich Daisley Guest: Steve Johnson While many CPAs start their careers in public accounting, most migrate over to some role in industry. Transitioning from a public accounting firm to a private industry position can be a bit jarring. Having to juggle such challenges like switching accounting positions during busy season, adjusting to a different work environment, managing work-life balance while assimilating into a new organization — all of these can make this career progression a little difficult. In this episode of The Surge, host Rich Daisley discusses this career move with KnowFully Learning Group’s CFO Steve Johnson. They discuss key considerations when contemplating the transition from public accounting to the private sector, tips for success and how to surmount the learning curve when working in a new environment, and ways to maximize your job satisfaction in your accounting career, irrespective of your specific role as an accounting professional. Please feel free to connect with Rich and Steve on LinkedIn. Be sure to listen until the end of the episode for a discount off your next webinar purchase! Intro and Outro Music by Lakey Inspired ©2017 COPYRIGHT LAKEY INSPIRED. All Rights Reserved.

Take a look into the CPA profession from the side that is the biggest advocate of CPAs, the societies of CPAs across the United States. This is a great discussion of how the CPA profession is so much more than numbers and how its members give back to the community at large. Amy has initiated, launched, and maintained many programs at the Oklahoma Society of CPAs that are both ahead of the times and at the forefront of what other societies are collectively doing. She has also implemented programs many societies are involved with as part of the American Institute of CPAs. Amy has a unique background comprised of experience, education, and certifications that allow her to serve the CPAs in Oklahoma extremely well in promoting not only the profession, but the value of the CPA. After listening to this episode of The Surge, you will walk away with some wonderful ideas on how you can promote the profession yourself, a sense of community, and maybe even a desire to get more involved with your own state's society.

The impacts of the COVID-19 pandemic are wide-ranging, with significant impact on accounting and financial reporting for all entities. Complicating the application of the relevant accounting guidance is the inherent uncertainty in which everyone is making decisions, including those with financial reporting implications. In this podcast, Surgent A&A content authors Rich Daisley and Marci Thomas will discuss the various financial accounting, disclosure, and reporting implications that all preparers of financial statements will be facing over the next few months. Our goal is to give you a thorough list of considerations, with links to the source of the relevant authoritative guidance which will allow entities and their accountants to apply the relevant standards when preparing financial statements in this challenging environment.

The impacts of the COVID-19 pandemic are wide-ranging, with significant impact on accounting and financial reporting for all entities. Complicating the application of the relevant accounting guidance is the inherent uncertainty in which everyone is making decisions, including those with financial reporting implications. In this podcast, Surgent A&A content authors Rich Daisley and Marci Thomas will discuss the various financial accounting, disclosure, and reporting implications that all preparers of financial statements will be facing over the next few months. Our goal is to give you a thorough list of considerations, with links to the source of the relevant authoritative guidance which will allow entities and their accountants to apply the relevant standards when preparing financial statements in this challenging environment.

Host: Joshua Jenson, CPA Guest: Amanda Brewer For CPAs, accounting firms, small businesses, and business owners — social media marketing may be the last thing you’re thinking about incorporating into your marketing strategy. There are a few things to consider when you’re thinking about whether a social media presence will be valuable to you, your brand, or your business. Questions may include: * Do I have time for this? * Will a social media presence benefit my bottom line? * Do I need to be on all of the social media platforms? * Is it hard to create a social media strategy? * Will potential clients be able to find me more easily on Google if I’m on social media? * ​How do I use hashtags? In this episode of The Surge, JJ the CPA and Amanda lay out a blueprint for CPAs and accounting professionals on their best practices using social networks and how they create engaging social media posts. They define “consistency” in social media terms, address when to post, and discuss the strategies and types of posts that would benefit CPAs and accountants. JJ and Amanda also take a deep dive into defining and clarifying what “engagement” means in the social media world and its importance when building a brand, base of clients, or business. This podcast is a step by step guide on how to go about your social media posts, should you decide having a social media presence is the right move for your business. For additional information on the relationships between financial advisors and CPAs, check out JJ the CPA’s previous episode. Please feel free to connect with JJ the CPA and Amanda on LinkedIn. You can also check out Amanda’s website or reach out to her at [email protected]. Be sure to listen until the end of the episode for a discount off your next webinar purchase! Intro and Outro Music by Lakey Inspired ©2017 COPYRIGHT LAKEY INSPIRED. All Rights Reserved.

Host: Rich Daisley Guest: Mike Rice, CPA Becoming a certified public accountant is a long journey that requires a significant amount of commitment, studying, and lifelong continuing education. Once you begin your accounting career, you may find that transitioning to the rigors of public accounting can be very challenging. Not to mention, many individuals must pass the CPA exam at the very start of their first accounting job. Whether you plan on working in a public accounting firm or one of the big four companies, want to provide accounting services to a non-profit organization, or hope to one day become a CFO – the work experience requirements combined with earning your CPA certification can be incredibly overwhelming. Navigating these time commitments takes dedication, effective time management skills, and focus. However, this career path can lead you to becoming a private accountant, owning your own small business, working in a government agency, or any one of the other many positions you can hold after earning your CPA license. Join Rich Daisley, who speaks from his years of experience, as he discusses these challenges with recent CPA Michael Rice. They share their secrets for successfully managing this critical time in a new accountant’s career. Please feel free to connect with Rich and Mike on LinkedIn, or to reach out to Mike at [email protected]. Be sure to listen until the end of the episode for a discount off your next webinar purchase! Intro and Outro Music by Lakey Inspired ©2017 COPYRIGHT LAKEY INSPIRED. All Rights Reserved.

Host: Joshua Jenson, CPA Guests: * Hector Hernandez, Independent Financial Advisor * Juan Garcia Financial advisors are responsible for a number of accounting practices within their organizations. Financial planning, estate planning, personal financial planning, tax planning, wealth management, advisory services — you name it! While all financial advisors are accounting professionals, that doesn’t mean they are also certified public accountants. In fact, these two professionals in accountancy must create a symbiotic relationship to coexist beneficially in their industry. In this episode of The Surge, Joshua and Hector discuss how financial advisors view the accounting profession and how they interact with certified public accountants. They address how a financial advisor successfully creates, builds, and maintains a relationship with a CPA. Then the two reverse engineer this process for CPAs to better understand how they are viewed by the financial industry, and how CPAs can have better working relationships with financial advisors. At the tail end, Juan Garcia, discusses how CPAs can better share their value to attract positive referrals from financial advisors. Whether you’re a financial advisor or a certified public accountant, this podcast will equip you with the tools to understanding both professions, and how financial planners, managers, and advisors can better work with CPAs, CPA firms, business owners, and more. No matter if its tax season, year-end accounting, or generally fostering a better relationship — CPAs and CFPs can work together to achieve organizational financial goals, help manage personal finance for clients, and generally benefit the accounting industry as a whole. Please feel free to connect with JJ and Juan on LinkedIn. Be sure to listen until the end of the episode for a discount off your next webinar purchase! Intro and Outro Music by Lakey Inspired ©2017 COPYRIGHT LAKEY INSPIRED. All Rights Reserved.

Host: Joshua Jenson, CPA Guest: Jose Zavala Artificial intelligence has impacted so many different facets of the accounting professional’s day-to-day routine. Accounting automation can include process automation, incorporate machine learning in data entry on a real-time basis, or simplify accounting tasks such as bookkeeping and other repetitive processes. Nowadays there’s a need for multi-talented CPAs to have skills such as knowledge of data analytics and have an adeptness to learning new technologies and accounting software. JJ and Jose discuss the concept of automation, what it means to automate accounting processes in the business world, and specifically what this means for accounting firms. Several examples are discussed to give ideas to those in accountancy on how to save time and actually improve clients’ experience with your services. Listen to this podcast and familiarize yourself with the concept of automation; you may find yourself ahead of the curve either ahead of the curve, or learn about new tools that will reduce the amount of manual work and tedious tasks required for your business to operate. Please feel free to connect with JJ and Jose on LinkedIn. Be sure to listen until the end of the episode for a discount off your next webinar purchase! Intro and Outro Music by Lakey Inspired ©2017 COPYRIGHT LAKEY INSPIRED. All Rights Reserved.

Host: Rich Daisley Guest: Jim Hallinan Internal auditors are integral members of the accounting field. A Certified Internal Auditor operates with a specific code of ethics that ensures they work up to a certain level of professional standards. Internal auditing is a career that can incorporate risk management, risk assessment, financial reporting, creating audit plans, performing operational audits, and ensuring processes are up to national and international standards. The internal audit function is an extremely valuable activity that entities can utilize to attain assurance about a company’s achievement of its objectives. In this podcast, Jim Hallinan – who has over 30 years of experience in various capacities in the internal auditing field – provides his definition of internal auditing, in relation to the various ways in which an effective internal audit group can provide value to an organization’s operations and effect control processes. Additionally, Jim shares various ways of structuring internal audit activity, and how internal audit departments can be proactive in supporting other departments and business processes, and the company’s operations. While no entity is too small to obtain the benefits from a well-tailored approach to internal audit provided assurance, Jim’s insights on how to achieve these benefits in organizations of all sizes will be very beneficial to all financial professionals. Follow-up with us by letting us know what other professions, information systems, industry trends, or advice you’d like to hear on The Surge! Please feel free to connect with Rich on LinkedIn. If you enjoyed this episode of The Surge or would like to learn more, consider Surgent’s Internal Audit Skills Training. Intro and Outro Music by Lakey Inspired ©2017 COPYRIGHT LAKEY INSPIRED. All Rights Reserved.