CPAacademy.org | DISMANTLING THE PYRAMID SCHEME

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Dismantling the Pyramid Scheme

Business Management and Organization

DISMANTLING THE PYRAMID SCHEME

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Business Management and Organization

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend Bookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm

Series: AI Unchained 2024

Course Description

Technological advancements, changing client expectations, and market dynamics are reshaping the accounting profession, resulting in an environment rife with change and challenge. In these times of upheaval, Chase Birky, CPA at Dark Horse CPAs; Kenji Kuramoto, Acuity; and Tim Petrey, CPA, CGMA at HD Growth Partners have each built a firm model that is not like the other.

Disrupting the traditional accounting firm partnership business model, Chase, Kenji, and Tim will describe how they developed and are growing their respective firms. A surprise twist comes from Tim Petrey with his private equity-backed approach that is differentiated from the Top 100 M&A frenzy that people associate with PE.

Learn and understand the reasons behind the need for firm disruption through case studies, discussions, and practical examples, as you gain insights into innovative approaches for restructuring accounting firms.

Learning Objectives:

Explore the evolution of the traditional partnership business model

Examine disruptive strategies employed by innovative accounting firms to break away from the traditional partnership model. This includes adopting alternative ownership structures, embracing cloud-based technologies for collaboration and data analysis, and redefining client relationships through advisory services

Discuss practical skills required to thrive in the evolving accounting landscape. This includes honing communication and relationship-building skills to effectively engage with clients, mastering new technologies for data analysis and reporting, and cultivating a proactive mindset to anticipate and address client needs

Kenji Kuramoto

Acuity
CEO & Founder
[email protected]
(770) 242-3543

Kenji is the Founder and CEO of Acuity which builds and maintains financial functions for innovative entrepreneurs. Through Acuity, he's provided thousands of companies with a full range of financial solutions from high-level strategic financial counsel through its fractional CFO practice all the way to virtualized bookkeeping and tax services. Acuity has been named one of Accounting Today's Top Firms For Technology and Top Firms To Work For. Kenji is also the co-founder of Acuity Invests which makes seed-level investments in Accounting Technology, SaaS, FinTech, and Crypto companies. Prior to Acuity, Kenji was the CFO of an Inc 5000 tech company and worked in the assurance practice at Arthur Andersen. Kenji has served as a board member or advisor for The Entrepreneurs Organization, Staplehouse Restaurant (a subsidiary of The Giving Kitchen), Refuge Coffee, the Xero Partner Advisory Counsel, the Gusto Partner Advisory Counsel, the FreshBooks Partner Advisory Counsel, and Expensify's Steering Committee. He has an accounting degree from Wake Forest University and was The Atlanta Business Chronicle's 40 Under 40, a TIE Top Entrepreneur, and a Hubdoc Top 50 Cloud Accountant.

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