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EPISODE #517 PREVIEW: CRYPTO COMPLIANCE — CONVERSATION WITH JOE WOODARD AND PERRY WOODIN

In this episode, Ron and Ed welcome back Joe Woodard, now a TSOE Sponsor, and Perry Woodin, a leading expert in cryptocurrency compliance and reporting. They will dive into the critical challenges professionals face in navigating the evolving regulatory landscape of digital assets. The discussion will focus on actionable insights for accountants, lawyers, and other service providers on staying compliant with cryptocurrency regulations, best practices for accurate reporting, and the key trends shaping the future of digital asset compliance.

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EPISODE #516: INTERVIEW WITH ALAN WHITMAN, FORMER CEO OF BAKER TILLY US

In this episode of The Soul of Enterprise, Ron and Ed sit down with Alan Whitman, a prominent leader in the accounting field with a deep commitment to fostering dynamic, people-focused growth strategies. As CEO at Baker Tilly, Alan has championed innovative solutions and strengthened client relationships, all while focusing on the firm’s core values and sustainable growth. Join us as we dive into Alan’s insights on leadership, the future of professional services, and how Baker Tilly navigates a rapidly evolving industry landscape.

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EPISODE #515: ELECTION EXASPERATION AND MORE

In this special post-election episode, Ron and Ed dive into the highs, lows, and surprises from the 2024 U.S. election. They’ll explore the economic and business implications of the election results, unpack key possible policy shifts, and discuss what the outcome could mean for professionals and beyond. Tune in for insights, analysis, and a touch of humor as they make sense of the latest political landscape.

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EPISODE #514: IMPLEMENTATION INNOVATION — INTERVIEW WITH KURT AND REID BANGERT

In this episode of The Soul of Enterprise, hosts Ron and Ed sit down with Kurt and Reid Bangert of Bangert, Inc., innovators in construction technology solutions. The Bangerts will share insights into “The Bangert Way,” a transformative approach that eliminates traditional hourly billing in favor of a streamlined, transparent process tailored for construction businesses. Tune in to learn how Bangert, Inc. supports the industry with Sage Intacct, fostering expertise and effectiveness for Customers nationwide. Don’t miss this conversation on reshaping construction project management and accounting practices!

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EPISODE #513: INTERVIEW WITH SEC COMMISSIONER HESTER M. PEIRCE

In this insightful episode of The Soul of Enterprise, Ron and Ed are joined by SEC Commissioner Hester M. Peirce, famously dubbed “CryptoMom” for her forward-thinking views on cryptocurrency and blockchain regulation. They’ll dive into her perspectives on a range of pivotal topics currently reshaping the financial landscape including PCAOB (Public Company Accounting Oversight Board), particularly its oversight roles and evolving challenges in today’s regulatory environment, ESG (Environmental, Social, and Governance) reporting in financial markets and, of course, Bitcoin and other cryptocurrencies, with Commissioner Peirce offering her thoughts on how the regulatory framework should evolve to encourage innovation while protecting investors.

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EPISODE #512: OUTSTANDING OLIO

It has been a few months since Ron and Ed emptied their stacks of stuff that have accumulated regarding all things pricing, subscription, and business in general. To correct that, this week's episode will do just that. Featured will be some posts from the Subscribed Institute, a story about a Dallas wine club, Mozart, and more. Settle in with a nice glass of your favorite fall wine.

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EPISODE #511: TOP TEN (OR SO) PRICING PRINCIPLES

In this episode of The Soul of Enterprise, Ron and Ed dive into the transformative world of pricing strategies. Pricing is more than just setting a number—it’s about understanding and conveying the true value of outcomes. Together, they explore the common pitfalls of cost-based pricing, the importance of focusing on utility, and how consultants can command higher prices by focusing on transformations rather than time spent. They’ll discuss the need to apply the same creativity to pricing that consultants apply to solving business problems, and why having the courage to walk away from negotiations can actually increase your pricing power.

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EPISODE #510: AI POLICY AND INNOVATION — SECOND INTERVIEW WITH ADAM THIERER

Ron and Ed welcome Back Adam Thierer, now with the R Street Institute, to talk about government regulation and AI. Adam has written extensively about how government regulation potentially affects the progress of innovation, especially with regard to new technology. This episode promises to be a wide-ranging and timely conversation.

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EPISODE #509: THE GAP IN GAAP — ACCOUNTING’S DETERIORATING PARADIGM

Since Luca Pacioli’s 1494 invention of double-entry bookkeeping, accounting has seen little innovation. GAAP, designed for an industrial economy, is outdated in a world where intellectual capital drive business success. Dr. Margaret Blair’s research shows that by 1998, only 30% of a company’s value could be attributed to tangible assets, leaving 70% unaccounted for in GAAP financial statements. We’ll dive into the deteriorating paradigm of accounting and examine audit failures through the lens of a system that has become obsolete.

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EPISODE #508: TAMING TECHNOLOGY POLICY — INTERVIEW WITH JENNIFER HUDDLESTON

Ron and Ed welcome another CATO Institute scholar, Jennifer Huddleston, to the show to discuss the effects of technology policy on innovation and economic growth. Jennifer will also share her insights about the anti-trust case against Google as well and the effects of technology regulation at the state, federal, and even international level.

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Our Patreon members receive commercial-free episodes (otherwise known as “anti Greg Kyte” episodes), bonus content, and more. How much is knowledge worth? That’s a time honored question and we think it is definitely more than the cost of supporting our show as a Patreon member!

 

 

Ron Baker

Ronald J. Baker started his CPA career in 1984 with KPMG’s Private Business Advisory Services in San Francisco. Today, he is the founder of VeraSage Institute—the leading think tank dedicated to educating professionals internationally—and a radio talk-show host on the www.VoiceAmerica.com show: The Soul of Enterprise: Business in the Knowledge Economy, and the Chief Value Officer at Armanino LLP.

As a frequent speaker, writer, and educator, his work takes him around the world. He has been an instructor with the California CPA Education Foundation since 1995 and has authored over twenty courses for them, including: You Are What You Charge For: Success in Today’s Emerging Experience Economy (with Daniel Morris); Alternatives to the Federal Income Tax; Trashing the Timesheet: A Declaration of Independence; Everyday Economics; Everyday Ethics: Doing Well by Doing Good; and The Best Business Books You Should Read.

He is the author of seven best-selling books, including: Professional’s Guide to Value Pricing; The Firm of the Future: A Guide for Accountants, Lawyers, and Other Professional Services, co-authored with Paul Dunn; Pricing on Purpose: Creating and Capturing Value; Measure What Matters to Customers: Using Key Predictive Indicators; Mind Over Matter: Why Intellectual Capital is the Chief Source of Wealth; Implementing Value Pricing: A Radical Business Model for Professional Firms; and his latest book The Soul of Enterprise: Dialogues on Business in the Knowledge Economy, co-authored with Ed Kless.

Ron has toured the world, spreading his value-pricing message to over 220,000 professionals. He has been appointed to the American Institute of Certified Public Accountant’s Group of One Hundred, a think tank of leaders to address the future of the profession; named on Accounting Today’s 2001 to 2007, and 2011 to 2019, Top 100 Most Influential People in the profession; voted among the Top Ten Most Influential People in the profession in 2012—2019; selected as one of LinkedIn’s Influencer Bloggers; inducted into the CPA Practice Advisor Hall of Fame in 2018; and received the 2003 Award for Instructor Excellence from the California CPA Education Foundation. He graduated in 1984 from San Francisco State University, with a Bachelor of Science in accounting and a minor in economics. He is a graduate of Disney University and Cato University, and is a faculty member of the Professional Pricing Society. He presently resides in Petaluma, California.

 

Ed Kless

Ed Kless joined Sage in July of 2003 and is currently the senior director of partner development and strategy. He develops and delivers curriculum for Sage business partners on the art and practice of small business consulting including the Sage Consulting Academy, Business Strategy and Customer Experience Workshops.

Ed hosts the Sage Advice Podcast and co-hosts the VoiceAmerica TalkShow Network’s The Soul of Enterprise with Ron Baker, founder of the VeraSage Institute where Ed is also a senior fellow. They coauthored The Soul of Enterprise: Dialogues on Business in the Knowledge Economy, a compendium of a few of the episodes.

Prior to joining Sage, Ed worked with Tipping Point Advisors, an organization dedicated to the growth and development of software implementation partners. In 1996, he co- founded Third Wave Business Systems, a Microsoft Dynamics GP partner that grew to 20 team members and $5 million in revenue. At Third Wave, Ed developed the implementation methodology and led the CRM and ERP consulting teams.

Ed is a contributor to industry publications and has spoken at many conferences worldwide on project management, pricing, and knowledge workers. He is also active in the Information Technology Alliance (ITA) and has been named to Accounting Today’s list of the 100 Most Influential People in Accounting numerous times including 2019. Additionally, Ed is a faculty member of the Professional Pricing Society.

He lives north of Dallas with his wife and two children and ran for Texas State Senate in 2010 and 2012 as a Libertarian.

Follow him on his blog at www.edkless.com or on Twitter @edkless.

ed kless.png

 

 

Time’s Up NOW AVAILABLE

We have some great news!

In 2003, Ron Baker and Paul Dunn published The Firm of the Future: A Guide for Accountants, Lawyers, and Other Professional which revolutionized the business model of professional firms worldwide.

Now they are back with Time’s Up: The Subscription Business Model for Professional Firms which once again upends the business model.