Accountable Podcast: Creating the Firm of the Future with Samantha Bowling

| , ,

Are innovations threatening accounting, finance and business — or shoring them up?  Samantha Bowling, CPA, CFE, CGMA, joins host David Peters to offer her perspective. She tells the story of how she harnessed the power of technology and general innovative thinking to ascend from a public accounting staff person to a managing partner, all the while collecting a host of other accolades including chairing her state’s CPA society, winning the Innovative Practices Award and being named among Maryland’s Top 100 Women in Business.  Now, she is overseeing a series of tech and procedural innovations that stand to propel her firm far ahead of the competition.

Episode Highlights

Why do CPA firms generally fear innovation? (08:18)

How do you go about implementing value-based billing? (12:06)

Bringing clients along on business transformation journeys (17:01)

‘Fast Food’ tax prep (22:00)

How do we address the fear of innovation failure?(29:56)

Artificial Intelligence (35:35)

Open the Case File: Helping Business Owners Prepare for Life After Transition

Explore practical strategies for helping business owners navigate the financial and personal implications of a business exit, from taxes and wealth to legacy and purpose.
READ MORE

Open the Case File: Beyond the Balance Sheet: Protecting Your Energy, Focus, and Performance

Explore simple strategies to improve focus, reduce mental fatigue, establish healthier workday boundaries and develop a sustainable workday routine.
READ MORE

Open the Case File: SAS 149 and 150 – Practical Considerations

Explore key changes in SAS 149 for Group Audits and SAS 150 for External Confirmations, along with practical steps for implementation.
READ MORE