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The Surge

Welcome to The Surge, an informative bi weekly podcast from Surgent CPE. The Surge brings you conversations, insights, and observations about a wide-range of subjects that matter to accounting and tax professionals. Hosted by Rich Daisley and Josh Jenson aka JJ The CPA.

Weekly hand curated podcast episodes for learning

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Why and How Should CPA’s be on Social Media

Host: Joshua “JJ the CPA” Jenson Guest: Juan Garcia LinkedIn, Facebook, Instagram, Twitter – the “Big Four” of the social media platforms (so to speak) – have the potential to be useful tools for accounting firms to attract potential clients, promote your small business, and for business owners to incorporate in their overall marketing strategy. However, there’s a certain amount of necessary know-how that goes into creating a social media strategy. You might have an idea of what you want to accomplish (attract 3 new clients directed from social media ads, attain 100 followers per platform, etc.), but perhaps you don’t know where to start (how to use hashtags to your benefit, how to reach your target audience, how many tweets should be tweeted per day, etc.) or if promoting your business on the major social networks is even the right move for you. In this episode of The Surge, JJ the CPA and Juan Garcia, CPA address concretely why they believe CPAs and accountants need to be on social media and ideas on how to go about being active, including creating content for social media posts. They will discuss the concerns certified public accountants have with posting on their social media accounts as they deal with technical, ever-changing information. Juan is a CPA marketer with plenty of thought leadership pertaining to social media best practices. He talks through how social media management is a completely different ball game compared to traditional marketing. Social media can be a great fit for CPAs because it’s free, and this episode will explain and encourage you on how to take full advantage of that! Please feel free to connect with Juan on LinkedIn! Thanks for listening! Intro and Outro Music by Lakey Inspired ©2017 COPYRIGHT LAKEY INSPIRED. All Rights Reserved. The post Why and How Should CPAs be on Social Media appeared first on Surgent.

31mins

23 Dec 2019

Rank #1

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Getting Ready for 606: Best Practices for Successful Implementation

Most private companies will shortly be preparing their first set of financials under the provisions of ASC Topic 606, Revenue from Contracts with Customers. Whether you are well-prepared for 606 or still have a while to go, you can always gain valuable insights from somebody who has already gone through it. Join Surgent’s Rich Daisley as he discusses all things related to 606 with Adrian Rickard, who has successfully adopted ASC 606 for a publicly-traded software company. Adrian discusses the challenges, lessons learned, and best practices related to 606 adoption, as well as those steps that companies should be taking to sustain their revenue recognition efforts under 606 in year 2 of implementation and beyond. Thanks for listening! Intro and Outro Music by Lakey Inspired ©2017 COPYRIGHT LAKEY INSPIRED. All Rights Reserved. The post Getting Ready for 606: Best Practices for Successful Implementation appeared first on Surgent.

33mins

9 Dec 2019

Rank #2

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Excellence in Internal Auditing

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. The post Excellence in Internal Auditing appeared first on Surgent.

39mins

9 Jan 2020

Rank #3

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What is Automation in the Accounting Industry and Why Should We Care?

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. The post What is Automation in the Accounting Industry and Why Should We Care? appeared first on Surgent.

32mins

23 Jan 2020

Rank #4

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Transitioning from Public Accounting to Industry

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. The post Perspectives on Transitioning from Public Accounting to Industry appeared first on Surgent.

36mins

6 Feb 2020

Rank #5