BBR Consults

I love seeing my clients get recognized for the great work they are doing. In this case, Account Sense PLLC turned tax season on its head and now spreads out tax planning and preparation over the year rather than working their people to near death in the spring. We put together a communication plan around this last fall, and it has gone incredibly well. Hats off to Jennifer Stanley Mitchell for facing a challenge and creating a unique way to deal with it while still taking great care of clients and employees.

Choosing the scheduled tax season After my last column about spreading out the tax season, several readers contacted me to share their experiences about making busy season more sane.

I had such a great time talking to Liz Barentzen from Accounting+! We discussed how and why young people choose (or don't choose) accounting as their major, why the profession is facing such a talent shortage, and about all the resources that are available through the organization. We even touch on advice for firm leaders to truly stand out as an employer. Check it out!

https://podcasts.apple.com/us/podcast/move-like-this/id1677414189?i=1000663163259

My client, Edwards & Associates, PC recently wrote this article for INSIDE Public Accounting on what they are doing as a smaller firm to remain competitive during this talent crunch. Lynn did a great job!

Perspectives from the Profession – Ideas for Smaller Firms to Remain Competitive and Address the Concerns of the Next Generation - Inside Public Accounting By Lynn Ledbetter, Executive Director, Edwards & Associates Public accounting, traditionally a stable and often rewarding profession, faces a significant challenge: attracting and retaining young talent. This is not a new issue, but one that seems to be getting worse rather than better over time. Sm...

Are you familiar with "mental load"? Learn all about it on the latest episode of the MOVE Like This podcast with special guest Tricia Bencich from Moss Adams.

https://podcasts.apple.com/us/podcast/move-like-this/id1677414189?i=1000661738061

Have you listened to/watched my latest podcast episode? On this one I talk to Rob Lucas from the Alzheimer's Association about their Accounting Industry Leadership Council (which I was honored to join), the fact that we now have medications that can slow the progression of Alzheimer's, the barriers medical professionals face when it comes to diagnosing and treating it, and the important role advisors like accountants and attorneys can play in planning for the future.

https://accountingmoveproject.com/move-like-this-video-rob-lucas-with-the-alzheimers-association/

Check out our latest podcast episode with Carol Ann Nash from Armanino LLP talking about the Future of Work.

https://podcasts.apple.com/us/podcast/move-like-this/id1677414189?i=1000657883053

A new MOVE Like This podcast is up. Strap in for a deep conversation with Jen Wilson, Co-Founder & Partner with ConvergenceCoaching, LLC, and a fellow member of the CPA Consultants' Alliance. We talk about some of the biggest challenges facing the accounting profession, the work of the National Pipeline Advisory Group, the importance of inclusion and diversity for firms' longevity, and how fiercely independent firms can compete and win in today's landscape.

https://podcasts.apple.com/us/podcast/move-like-this/id1677414189?i=1000656351229

I was honored to be a part of the Ask the Experts panel at the Accounting Today Firm Growth Forum alongside Daniel Hood, Seth Fineberg, Michael Horwitz and Randy Johnston. The future is bright, but there will be uncomfortable moments to embrace too.

Presenting yesterday on what we learned about accounting career and firm sustainability from the 2023 Accounting MOVE Project. I'm honored by the opportunity and encourage firms to sign up for 2024.

My latest podcast episode dropped. This time I talk to Trevor W. Williams, CPA (he/him) with GRF CPAs & Advisors about the firm's recent DEI transparency report, get his thoughts on current DEI skepticism, and learn the cool place he'd travel if there were no restrictions.

https://podcasts.apple.com/us/podcast/move-like-this/id1677414189?i=1000654883637

Last chance to sign up for this very popular session delivered by Carol Ann Nash from Armanino LLP. Register and join us at 10 a.m. EDT tomorrow (Thursday, May 9) for this great information.



https://www.cpaacademy.org/webinars/a0DQh000008sP87MAE

Last chance to sign up for this very popular session delivered by Tricia Bencich from Moss Adams Careers. Register and join. us at 10 a.m. EDT for this great information.

https://www.cpaacademy.org/webinars/a0DQh000009agQ9MAI

LAST CHANCE to sign up for TODAY'S MOVE Mini Summit session led by the incomparable Avani Desai with Schellman. It starts at 10am EDT!



https://www.cpaacademy.org/webinars/a0DQh000008ciJhMAI

The Accounting MOVE Project Mini Summit starts Monday! Use this link to see all four sessions and register for the ones you want to attend. This is FREE, so share with your friends and colleagues too. We are excited to kick it off with Schellman CEO Avani Desai's session on Empowering Women of Color to Navigate Success in Accounting Monday at 10am EDT.



https://www.cpaacademy.org/webinars/a0DQh00000Cic4OMAR

Make plans to attend the MOVE Mini Summit next week. Sessions are at 10 a.m. EDT on Monday, Tuesday, Thursday & Friday. Great content, excellent speakers, actionable insights.


Content by leaders from Moss Adams Careers, Schellman, Armanino LLP & BerryDunn

https://www.cpapracticeadvisor.com/2024/04/25/accounting-move-project-mini-summit-promises-compelling-speakers-and-timely-topics/104492/

Our fourth, and final, Mini Summit session will be delivered by the fabulous Priscilla Hammonds from BerryDunn on May 10 at 10 a.m. EDT. As a decades-long leader, she has great insight into how to go the distance by taking many small steps. It will be a great session, and it is FREE to register and attend. Share with your friends and colleagues.



https://www.cpaacademy.org/webinars/a0DQh000008sQFZMA2

On Day 3 of the MOVE Mini Summit, we'll hear from Carol Ann Nash from Armanino LLP on The Future of Work. She will discuss how the global pandemic, the challenges of finding talent, the changing expectations of how and where employees work, and the impact of artificial intelligence in the workplace has caused firms to reevaluate many aspects of work.

It is free to attend, so share with your colleagues and friends too. Register here for the session on May 9 at 10 a.m. EDT: https://www.cpaacademy.org/webinars/a0DQh000008sP87MAE

The MOVE Mini Summit is going to be informative and fantastic. Our second session will be delivered by the incredibly smart Tricia Bencich from Moss Adams Careers on May 7 at 10 a.m. EDT.

It is free to attend so register today and share with your friends and colleagues!

https://www.cpaacademy.org/webinars/a0DQh000009agQ9MAI

Make plans to attend the MOVE Mini Summit. Our first session will be delivered by the amazing Avani Desai, CEO of Schellman. It is free to attend so register today and share with your friends and colleagues!
CPAacademy.org
https://www.cpaacademy.org/webinars/a0DQh000008ciJhMAI

On this episode of my podcast, we take a break from accounting and talk about something that impacts all of us: healthcare. My guest is the CEO of Magee-Womens Research Institute & Foundation, Michael Annichine, and he has a front row seat to what is going on in women's healthcare and is one of the strongest advocates in the area. We take about the appalling lack of research, how to advocate for your own healthcare, and much more. Listen and share!

‎MOVE Like This!: Michael Annichine with the Magee-Womens Research Institute & Foundation Joins the MOVE Conversation on Apple Podcasts ‎Show MOVE Like This!, Ep Michael Annichine with the Magee-Womens Research Institute & Foundation Joins the MOVE Conversation - Apr 23, 2024

I am honored to have been interviewed for this Inside Public Accounting article entitled DEI Initiatives in Accounting Firms: Progress, Pushbacks & Perspectives written by the talented Chris Camera. It is also extra special to be quoted alongside my friend, Sarah Elliott, CPA, PCC (she/her). It is well worth a read, and I'd love to hear your thoughts.
https://mcusercontent.com/b77c44b537e3def5c4562eb91/files/fdb1f301-30e9-60e4-3c1d-b9eb696be918/IPA_Newsletter_Volume_38_Issue_04_DEI_Initiatives_in_Accounting_Firms.pdf

My latest MOVE Like This podcast episode is now live. On this one I talk to the wonderful Jessica Hekmatjah with BPM about the firm's substantial increase in women partners between 2022 and 2023, how leadership support is important to any DEI initiative and much more!

https://lnkd.in/eeqE6exZ

My latest episode of MOVE Like This is out today. On this episode, we are joined by two women from the Accounting and Financial Women's Alliance (AFWA), Cindy Stanley, Executive Director and Shane Schaefer, Events & Education Director. We learn about AFWA's 86-year-history and how the organization and the Accounting MOVE Project started working together 15 years ago. Cindy shares her observations about the role of women in the accounting profession, including some advances and remaining frustrations, and Shane tells us all about AFWA's upcoming events.

https://podcasts.apple.com/us/podcast/move-like-this/id1677414189?i=1000649006609

I was interviewed for this article a while ago, but it still rings true. I love that firms are taking employee onboarding more seriously and focusing on creating inclusive cultures from the start. Any additional onboarding tips to share?

Why Firms Should Rethink Their Onboarding Strategies to Keep New Hires Engaged - Inside Public Accounting Want more great content like this? Subscribe to the IPA Monthly. Turnover among new hires is always high – HR industry studies suggest up to 20% occurs within the first 45 days – but in accounting, onboarding is too often neglected, even at a time when firms can ill afford to lose anyone. To be ...

My new podcast episode is now out. On this one, I talk to Priscilla Hammonds, DEI Director at BerryDunn. She shares her unique perspective as someone who has worked in the DEI space for 20+ years and talks about the great things going on at BerryDunn too.

‎MOVE Like This! on Apple Podcasts ‎Business · 2024

Join me at the 2024 AAM Summit, where I'll be presenting on Navigating DEI Skepticism in Orlando on May 15. It's the ultimate opportunity for CPA firms to gain invaluable insights on staying competitive in today's dynamic industry. Register now to secure your spot: https://ow.ly/RULz50QFzYH

My latest podcast episode dropped yesterday! On this one I talk to Reema Patel with Councilor, Buchanan & Mitchell, PC about how the firm outpaces the profession on women in leadership and how she is addressing skepticism.

‎MOVE Like This!: Reema Patel with CBM Joins the MOVE Conversation on Apple Podcasts ‎Show MOVE Like This!, Ep Reema Patel with CBM Joins the MOVE Conversation - Feb 13, 2024

I gave a short presentation on this topic, then was asked to write a blog post as well. I'd love to hear your thoughts and any other ways you think AI will impact efforts too.

How AI Will Impact DEI Efforts

How AI Will Impact DEI Efforts | The Association for Accounting Marketing DEI initiatives aim at ensuring equity and opportunity, while AI is revolutionizing processes. We talk about how AI will impact DEI efforts, or how it could.

My latest podcast episode is out. On this one I get to talk to the amazing Angie Grissom from The Rainmaker Companies all about the importance of in the profession.

‎MOVE Like This!: Angie Grissom with The Rainmaker Companies Joins the MOVE Conversation on Apple Podcasts ‎Show MOVE Like This!, Ep Angie Grissom with The Rainmaker Companies Joins the MOVE Conversation - Jan 30, 2024

My latest episode of MOVE Like This is out! On this one I talk to Amanda Pontow & Megan Geissinger from Bland & Associates about some of the wonderful things their firm is doing, including working with local high schools to educate student about careers in .
Accounting MOVE Project

‎MOVE Like This!: Amanda Pontow & Megan Geissinger from Bland & Associates Join the MOVE Conversation on Apple Podcasts ‎Show MOVE Like This!, Ep Amanda Pontow & Megan Geissinger from Bland & Associates Join the MOVE Conversation - Jan 16, 2024