CPA Trendlines Podcasts
CPA Trendlines Podcasts delivers exclusive information and extraordinary insight for tax, accounting, and finance professionals. The podcast features data-driven analysis, commentary on emerging trends, and actionable intelligence to help practitioners grow their practices and advance their careers. Episodes cover pressing issues and opportunities in the global digital environment, with concise executive briefings. The show is produced by CPA Trendlines, a research and advisory service focused on the accounting profession.
Episodes
William LeFew, Ph.D.: The Best AI Professionals Think Like Humans | ARC
Technology changes quickly, but critical thinking remains the most valuable skill accountants can develop. Accounting ARCWith Donny ShimamotoCenter for Accounting TransformationArtificial intelligence is changing accounting faster than almost anyone predicted. But according to William LeFew, Ph.D., the professionals who benefit most from AI are not necessarily the ones with the strongest
Peter McCarroll: Rethink the Ladder | MOVE Like This
AI changes how professionals gain experience, forcing teams to reinvent leadership development.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines ResearchArtificial intelligence has dominated conversations throughout the accounting profession, but much of the discussion remains focused on efficiency. In this episode of MOVE Like This, Bonnie Buol Ruszczyk sits down with Peter McCar
David Cristello: Growth Breaks Things – and That’s Normal | The Disruptors
Build the firm you want by hiring only the best.The DisruptorsWith Liz FarrShow notes hereWhen David Cristello launched Jetpack Workflow in 2016, the market already had plenty of solutions. “Are we too late?” he wondered. But he launched anyway, “and the only reason we launched is because we interviewed so many firms.” These firms told him about the problems with other solutions, and wit
The Feedback Mistake That Costs You Your Best People | ARC
Intent, tone and delivery matter just as much as the message itself. Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationOne poorly handled conversation can undo months—or years—of trust. In this episode of Accounting ARC, Donny Shimamoto, CPA.CITP, CGMA, Byron Patrick, CPA.CITP, and Liz Mason, CPA, unpack why difficult feedback often fails,
Blumer, Vacin: What Only 5% of Firms Get Right | Disruptors
It’s not just growth.Full show notes here.The DisruptorsWith Liz FarrFor CPA TrendlinesScaling a business successfully usually doesn’t happen automatically when top-line revenue grows, as Jason Blumer and Ian Vacin explain in their new book, “Scale with Purpose: The Service Entrepreneur’s Guide to Intentional Growth.”MORE Streaming NetworkVacin, co-founder of Karbon, had seen a peculiar p
What If the Best Accounting Job Isn't in Tax or Audit? | Accounting Conversations
The profession's fastest-growing opportunities help business owners make decisions—not just balance the books.Accounting ConversationsWith Chayton FarleeCenter for Accounting TransformationFor many accounting students, the profession appears to offer two primary destinations: tax or audit.But what if that's only part of the story?In the latest episode of Accounting Conversations, host Cha
The Most Expensive Promotion Your Firm Can Make | MOVE Like This
It may create costly leadership gaps that affect engagement, retention, and firm performance.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines ResearchPromotions are meant to strengthen an organization. But when firms elevate top performers without preparing them to lead, those promotions can become some of the most expensive decisions they make. The result is often disengaged emp
Is Your Boss Really the Problem? | ARC
The hardest workplace lesson isn't spotting a bad manager—it's recognizing when you're standing in your own way. Accounting ARCWith Liz Mason and Byron PatrickCenter for Accounting TransformationIn a candid, unfiltered episode of Accounting ARC, Liz Mason, CPA, CEO of High Rock Accounting, and Byron Patrick, CPA.CITP, senior product manager at Karbon and co-founder of TB Academy, confron
Denise Froemming | The CPA’s Secret Formula Hiding in Plain Sight | Holistic Guide
Modernizing the Profession Without Losing Its Core. Full show notes hereThe Holistic Guide to Wealth ManagementWith Rory Henry, CFP®, BFA™It’s no secret that the accounting profession is undergoing one of the most significant transitions in its history. Firms are more likely to sell to private equity than to other accounting firms. Technology is reshaping workflows. Worker shortages are f
Freeman, Dixon: AI Is Quietly Stealing Your Best Clients | Gear Up for Growth
Every client relationship is now up for renewal—and every partner has to learn how to compete. Full show notes hereGear Up for Growthwith Jean Caragherfor CPA Trendlines“The relationship gets you in the door, but it doesn't get you the work,” says Karen Freeman, chief product officer, DCM Insights, and co-author of Activator Advantage: What Today's Rainmakers Do Differently, in this epis
Art Werner: Five Rules for Trump Accounts | Quick Tax Tip
These accounts offer unique contribution opportunities, strict investment guidelines, and a pathway to future retirement savings. Full show notes hereQuick Tax TipWith Art WernerCPE TodayArt Werner outlines the five key rules advisors and families should understand when considering these accounts.MORE Art Werner | MORE CPA Trendlines Streaming NetworkDesigned as long-term savings vehicles
Most Accountants Are Missing This AI Shift | ARC
The profession is changing in ways that go far beyond automation.Accounting ARCWith Donny ShimamotoCenter for Accounting TransformationIn a profession often defined by structure, standards, and well-worn career paths, Donny Shimamoto, CPA.CITP, CGMA, opens a different kind of conversation in a recent Accounting ARC episode—one that challenges assumptions about what it means to build a car
Chelsea Sowers: From Bitcoin Barbie to AFWA President-Elect | MOVE Like This
A roller derby skater, crypto auditor, and accounting leader shares why belief, sponsorship, and community shape the future of the profession.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines ResearchIn this episode of MOVE Like This, Chelsea Sowers, incoming President of the Accounting and Financial Women’s Alliance (AFWA), audit manager specializing in cryptocurrency assurance w
Ira Rosenbloom: PE Forces Firms to Pick a Future | The Disruptors
PE makes CPA firms rethink strategy – even if they don't want to sell. Show notes hereThe DisruptorsWith Liz FarrFor CPA TrendlinesWith private equity becoming “a real player and a disruptor in the marketplace,” Ira Rosenbloom, CEO of Optimum Strategies, says, the dramatic influx of capital is intensifying competition for quality firms, especially those with strong client bases and growth
Allan Koltin: What Elite CPA Firms Do Differently | Gear Up for Growth
The best firm build accountability cultures, develop climbers, and make tough calls.Full show notes hereGear Up for GrowthWith Jean Caragherfor CPA Trendlines Research“Some firms dream of being great but only are willing to make the commitment to be good,” Allan Koltin, CEO of Koltin Consulting Group, says in the new episode of Gear Up for Growth with host Jean Caragher. “Leadership is th
What Happens to Your Firm If You Don't Come Back Monday? | ARC
After a near-fatal skiing accident, three accounting leaders confront the uncomfortable questions every firm owner should answer before a crisis strikes.Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationBusiness continuity planning often lives in the realm of “someday.”Until it doesn’t.In the latest episode of Accounting ARC, hosts Donny S
Doug Slaybaugh: How to Define "Values in Motion" | The Disruptors
Are your firm's stated values consistent with its behavior?Full show notes hereThe DisruptorsWith Liz FarrFor CPA TrendlinesHow does your firm define culture? Is your culture consistent with the values posted on the breakroom wall? Doug Slaybaugh, founder of CPA Coach, defines culture as “values in motion.” According to his definition, a firm’s stated values must be evident in the ways a
Art Werner: ‘Free Money’ for New Trump Accounts | Quick Tax Tip
Trump accounts for the benefit of children.Full show notes hereQuick Tax TipWith Art WernerCPE TodayTrump accounts offer a rare chance for a government-funded head start on a tax-advantaged education account.“The federal government will actually infuse these accounts with $1,000,” says Art Werner. “It’s free money. Just face it, it’s free money.”MORE Art Werner | MORE CPA Trendlines Strea
Nancy McClelland: Bookkeepers Need a Safe Space to Collaborate | The Disruptors
Bookkeepers often feel less empowered than tax professionals.Full show notes hereThe DisruptorsWith Liz FarrFor CPA TrendlinesNancy McClelland wants to do more than just run her firm, The Dancing Accountant. She has two big passion projects that are creating the conversations and collaborations this profession desperately needs. Her community, Ask a CPA, aims to bridge the gap between boo
The Skill That May Matter More Than Your CPA License | ARC
Connection, community, and trust create opportunities that credentials alone cannot. Accounting ARCWith Liz Mason and Byron PatrickCenter for Accounting TransformationIn the accounting profession, technical excellence is expected. However, according to the latest episode of Accounting ARC, relationships — not just work product — often determine who grows, who leads, and who thrives. In a
Guillaume Turmel: What Genuine Workplace Inclusion Feels Like Beyond Policies & Programs | MOVE Like This
"Inclusion often depends on whether people are willing to communicate, listen, and repair misunderstandings when they happen.”MOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines ResearchIn this episode of the MOVE Like This podcast, Bonnie Ruszczyk sits down with Guillaume Turmel, a PhD candidate at the University of Melbourne whose research focuses on how people experience genuine
Art Werner: Intro to Trump Accounts | Quick Tax Tip
Trump Accounts provide new opportunities for families, employees and closely held businesses.Full show notes hereQuick Tax TipWith Art WernerCPE TodayTax expert Art Werner is launching a series of tax tip videos focused on Trump accounts.MORE Art Werner | MORE CPA Trendlines Streaming NetworkIn the series, he provides a comprehensive overview of how these accounts work, how they compare t
Dominic Piscopo: Crowdsourced Salary Data Sparks Accounting Change | Accounting Conversations
Unpack how market gaps and transparency revise the recruiting game.Accounting ConversationsWith Chayton FarleeCenter for Accounting TransformationIn the latest episode of Accounting Conversations, host Chayton Farlee sits down with Dominic Piscopo, CPA, founder of The Big Four Transparency, to unpack compensation transparency and the accounting pipeline — two stubborn bottlenecks many fir
Jeff Seibert: Digits Software Moves Toward Real-Time Accounting | The Disrupters
Dovetailing finance and product engineering can transform accounting.Full show notes hereThe DisruptorsWith Liz FarrFor CPA TrendlinesWhen Jeff Seibert, CEO and founder of Digits, was at Twitter, he was astonished by the difference in data quality and timeliness between the product engineering and the finance sides of the business.On the product engineering side, testing tools, dashboards
Retention Isn’t About Perks or Paychecks Anymore | MOVE Like This
Adapt to changing workforce expectations without losing performance or accountability.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines ResearchIn this episode of MOVE Like This, host Bonnie Buol Ruszczyk talks with Kristi Epp, tax partner, and Amber Schrock, advisory partner and Las Vegas market leader at Frazier & Deeter, about one of the profession’s most urgent challenges:
Tyler Anderson: Audit Transformation Is a Mindset, Not a Destination | The Disruptors
"Audit" and "transformation" shouldn't contradict each other.Full show notes hereThe DisruptorsWith Liz FarrFor CPA TrendlinesThe words “audit” and “transformation” don’t often appear together. Some might say they contradict each other. But for Tyler Anderson, Director of A&A Innovation at Accountability Plus, audit transformation is something that has been needed for many years.MORE
Chase Damiano: Good Operations Means Defining How the Hand-Offs Happen | The Disruptors
When leaders neglect to delegate, chaos reigns.Sponsored by True Advisor: Buy now | Learn moreFull show notes here The DisruptersWith Liz FarrFor CPA TrendlinesChase Damiano, founder of Human at Scale, says that operations are the missing piece for many firms. “It’s sort of this bridge or glue that allows a business and a team to function well together,” he tells Liz Farr in this episode
The Google Playbook for Young Accountants | Accounting Conversations
Networking, timing, and intentional career planning help candidates stand out in competitive hiring processes.Accounting ConversationsWith Chayton FarleeCenter for Accounting TransformationFor many accounting students, the profession can seem narrowly defined by tax returns, audit rooms, and busy season deadlines. But according to Mike Manalac, CPA, accounting can also become a pathway in
Jason Blumer & Ian Vacin: What 95% of Firms Never Do | Gear Up for Growth
And why that’s not always a bad thing.Full show notes hereGear Up for GrowthWith Jean Caragher“Success doesn’t have to look like going up and to the right,” says Ian Vacin, co-founder and director of partnership relationships at Karbon, in this episode of Gear Up for Growth, hosted by Jean Caragher, president of Capstone Marketing. “You have to understand what you want as a firm owner, al
Jen Cryder: Why AI May Force CPA Firms to Be More Human | Gear Up for Growth
Relationships, Not Technology, Will Define Success.Full show notes hereGear Up for GrowthWith Jean Caragher“More than anything else, I think CPAs have this incredible opportunity right now to redefine our relevance in the future,” Jennifer Cryder, CEO of the Pennsylvania Institute of CPAs, says in the new episode of Gear Up for Growth with host Jean Caragher. “What CPA meant for the last
Robert Gauvreau: Why This CPA Firm Founder Refuses Equity Partners | Big 4 Transparency
Scaling an eight-figure accounting, tax, law and advisory firm by breaking all the rules.Full show notes hereBig 4 TransparencyWith Dominic Piscopo, CPARobert Gauvreau, FCPA, founder and CEO of Gauvreau Accounting, Tax Law and Advisory, joins Dominic Piscopo on the Big Four Transparency show to explain how he’s scaling an Ontario-based firm from a non-obvious location—Peterborough, not To
Sarah Flischel: The End of the SALY Audit | The Disruptors
Transformation in audit can help predict clients’ futures.Full show notes hereThe DisruptersWith Liz FarrFor CPA TrendlinesAudit has a reputation for being slow to change, but leaders like Sarah Flischel, Director of Audit Transformation and Training at AAFCPAs, are making it happen.“We’re fundamentally reimagining how audits are being conducted,” Flischel says. She’s pushing not merely f
Ellen Choi: It's 'Go Time' for AI | Gear Up for Growth
AI Readiness Gap Threatens CPA Firm Competitiveness.Full show notes hereGear Up for GrowthWith Jean CaragherSponsored by The True Adviser: Buy now | Learn more“This is a make-or-break year for AI in accounting,” says Ellen Choi, founder and CEO of Edgefield Group, in the new episode of Gear Up for Growth, hosted by Jean Caragher.“Firms that don’t move now will start to see a widening gap
AI Can Fix Your Workflow—or Break It in Seconds | ARC
Deliberate experimentation can unlock value—without creating costly mistakes. Accounting ARCWith Liz Mason and Byron PatrickCenter for Accounting TransformationArtificial intelligence is moving fast—fast enough that even the people experimenting with it daily admit they’re still figuring it out in real time. On the latest episode of Accounting ARC, Byron Patrick, CPA.CITP, and Liz Mason,
Trisha Daho: Building Growth Cultures, Rethinking Leadership, and What Firms Are Missing on Talent | MOVE Like This
“They are requiring us to be the leaders that we deserved and didn’t get.”MOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines ResearchIn this episode of MOVE Like This, Trisha Daho joins Bonnie Buol Ruszczyk to talk about what’s really happening inside accounting firms when it comes to talent, leadership, and growth. Drawing on her experience as a former Big Four partner turned frac
Seven Signs Your Firm Is About to Change | Accounting Voices
The smart move is learning which signals matter and how to prepare.Accounting VoicesWith Rob BrownFull show notes here.If you work in an accounting firm today, you can feel the tension in the air. Something is shifting. You sense it before anyone tells you. Leaders start speaking in strange new phrases. Workloads rise without explanation. New people appear in meetings while familiar faces
Lexy Kessler: Choose Wisely – Your Future Depends on These Three Questions | Gear Up for Growth
At stake: Growth, relevance and survival.Full show notes here.Gear Up for GrowthWith Jean CaragherSponsored by The True Adviser: Buy now | Learn moreCPA firm leaders must act decisively on technology, talent strategy and long-term identity or risk falling behind in a rapidly evolving marketplace, Lexy Kessler, Chair of the AICPA and a partner at Aprio, tells Jean Caragher in a new episode
Stewart Spiers: What SMBs Have that the Big 4 Don't | Big 4 Transparency
Faster, Leaner, Closer to the Client, and Two Hours to an Engagement Letter. Full show notes here. Sponsored by The True Adviser: Buy now | Learn more Big 4 TransparencyWith Dominic Piscopo, CPAFormer Deloitte colleague Stewart Spiers tells Dominic Piscopo about leaving the Big 4 partner path to help build a tax planning practice at TAAG – why SMB clients pulled him back, what changes in
Efficiency Is the Wrong Goal for AI | ARC
Value, quality, and effectiveness—not cost savings—should define success.Accounting ARCWith Liz Mason, Donny Shimamoto, and Byron PatrickCenter for Accounting TransformationDoes meaningful AI adoption require scale, budget, and the dedicated innovation teams embedded in large accounting groups? In this episode of Accounting ARC, Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP; an
Sarah Petrone: Responsible Growth Starts with People | MOVE Like This
"We’re growing in a way that is strategic, and that we’re preparing our people to meet the demands of that growth.”MOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines ResearchIn this episode of MOVE Like This, Bonnie Ruszczyk sits down with Sarah Petrone, chief human resources officer at Clark Nuber, for a conversation about responsible growth, leadership pipelines, belonging, and w
Joe Pine: Navigating the New Transformation Economy | Holistic Guide
From Experiences to Transformations: The Future of Value Creation. Full show notes here With Rory HenryThe Holistic Guide to Wealth ManagementWhen advisors talk about differentiating themselves from the pack, the conversation often centers on providing better service models, improved technology, or more personalized experiences. But according to Fortune 500 management advisor Joe Pine, th
Michelle River: The Hidden Data Behind CPA Firm Burnout and Profit Pressure | Gear Up for Growth
How savvy CPAs are unlocking powerful insights buried in their practice management systems. Plus: Download the slide deck. See all the show notes hereGear Up for GrowthWith Jean CaragherFor CPA Trendlines“What surprised me most isn’t what the data says,” says Michelle Golden River, CEO of Fore LLC, in a new episode of Gear Up for Growth, powered by CPA Trendlines. “It’s that almost every
Accounting’s Hidden Talent Risk: The Sandwich Generation | ARC
The 2026 MOVE Project aims to turn caregiving challenges into actionable insights for firms.Accounting ARCWith Liz Mason, Donny Shimamoto, and Byron PatrickCenter for Accounting TransformationAs accounting firms continue to grapple with talent shortages, retention challenges, and evolving workforce expectations, a growing segment of professionals is quietly carrying an additional burden —
Lisa Fitzgerald: Belonging's No Longer an Option in Accounting | MOVE Like This
Effective leaders create connection, recognizing that human-centered leadership is critical.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines ResearchIn this episode of MOVE Like This, Bonnie Ruszczyk is joined by Lisa Fitzgerald, Chief Human Resources Officer at Eide Bailly, for a conversation about talent, leadership, and what it takes to build workplaces where people actually w
Sharrinn Fuller: Build It Better, Then Let It Run Without You | The Disruptors
Freedom comes from systems.Full show notes hereThe DisruptersWith Liz FarrFor CPA TrendlinesSharrin Fuller isn’t your typical accountant. For one, she’s not a CPA. She doesn’t have an accounting degree. She didn’t even go to college. But despite lacking what most consider the usual credentials and following “the most unconventional and broken path possible,” she managed to build and sell
Basis Makes Its Move: Taps Kenji Kuramoto to Close AI’s Biggest Gap
What It Means for Next Phase of Artificial Intelligence in Accounting.Full show notes hereBy Seth FinebergFor CPA Trendlines Research“Managing partner-in-residence” is not a standard role in accounting, and that was the first point of friction when Kenji Kuramoto was asked to explain his new job at Basis, the accounting AI agent company. What does that actually mean?The answer goes beyond
Students Who Get Ahead Don’t Wait for Graduation | SLC
Internships, leadership roles, and networking accelerate success for accounting students...Plus 20 Key Takeaways!Student-Led ConversationsWith Chayton FarleeCenter for Accounting TransformationWhat if the difference between a “typical” accounting student and a standout future professional isn’t GPA, but initiative?That’s the underlying theme of this episode of Student-Led Conversations, w
Geof Brown: Rethink Everything | Gear Up for Growth
Illinois CPA Society CEO lays out the three big challenges.Full show notes hereGear Up for GrowthWith Jean CaragherFor CPA Trendlines“What got you to this point is not going to be what gets your firm to its next major milestone,” says Geoffrey Brown, president and CEO of the Illinois CPA Society.MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Fir
Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | ARC
MVP culture, investor pressure, and marketing—not product quality—often decide winners.Accounting ARCWith Liz Mason and Byron PatrickCenter for Accounting TransformationThe accounting technology market looks crowded from the outside. New tools launch every month. Conference expo halls overflow with promise. And artificial intelligence is accelerating everything. But beneath that surface,
Carl Richards: The Lie of “Enough” | Holistic Guide
Why chasing a number won’t solve clients’ financial anxiety—and what advisors should focus on instead.Full show notes hereWith Rory Henry CFP®, BFA™For CPA TrendlinesThe Holistic Guide to Wealth ManagementWhen advisors think about financial planning, numbers, projections, and optimization strategies are what typically come to mind. But in a recent podcast conversation with me, Carl Richar
Matt Tait: Why Franchising Is the Next Big Thing for CAS | Big 4 Transparency
Sponsored by The True Adviser: Buy now | Learn moreBig 4 TransparencyWith Dominic Piscopo, CPAFull show notes hereDecimal CEO Matt Tait joins Dominic Piscopo to explain why his CAS firm is franchising its playbook, how it drives 50%-plus margins with queue-based delivery and daily book maintenance, and why private equity may accelerate – not kill – entrepreneurship in accounting.MORE Domi
Why Accounting Firms Feel So Unstable Right Now | Accounting Voices
Accounting VoicesWith Rob BrownSponsored by The True Adviser: Buy now | Learn moreIf you feel like your accounting firm has become unpredictable, you are not imagining it. The ground is moving under your feet. People who spent years feeling stable and secure are suddenly unsettled. Partners are leaving. New leaders appear from nowhere. Titles change. Policies change. Strategies change. An
Alan Whitman: Why the Next Big CPA Firms Won’t Look Like CPA Firms | Gear Up for Growth
And why culture matters more than ever.Full show notes here Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesSponsored by The True Advisor: Buy now | Learn moreAlan Whitman isn’t trying to build a better CPA firm. He’s trying to replace it.At Nichols Cauley, the former Baker Tilly CEO is recasting the traditional accounting practice as a “financial services company”—a structure that
Oz Demirdoven: Why U.S. Firms Lag the World in Advisory | The Disruptors
Success breeds complacency – and obsolescence.Full show notesThe DisruptorsWith Liz FarrSuccess, long the defining strength of U.S. accounting firms, is fast becoming their most dangerous liability, according to Oz Demirdovan, a PKF executive with a global portfolio.Flush with steady profits, deep client rosters, and decades of compliance-driven demand, many firms see little reason to cha
Should I Leave Public Accounting? | Accounting Voices
How To Decide If Public Accounting Is Still Right For You.Full show notesAccounting VoicesWith Rob BrownYou know a profession is under pressure when strangers online ask the same question every week. And in accounting, right now, that question is this. Should I leave public accounting?MORE Accounting Voices with Rob Brown | MORE CPA Trendlines Streaming NetworkIt shows up constantly on ou
Kane Polakoff: What You’re Still Getting Wrong About CAS | Gear Up for Growth
Too many potential clients, not enough staff or capacity.Full show notes hereGear Up for GrowthWith Jean CaragherFor CPA Trendlines“CAS is kicking CASS right now,” says Kane Polakoff, principal and CAS practice leader at CohnReznick, in the new episode of Gear Up for Growth, hosted by Jean Caragher, president of Capstone Marketing. “It’s on fire, especially over the last five or six years
Will AI Make Students Better Learners — or Just Faster Workers? | SLC
Educators explore ethics, creativity, critical thinking and the future of learning in an AI-powered world.Student-Led ConversationsWith Harshita MultaniCenter for Accounting TransformationArtificial intelligence is no longer a future issue in education. It is already shaping how students study, how teachers prepare lessons, how universities think about access and admissions, and how emplo
Recognize When You Need to Recharge Before You Burn Out | ARC
Paying attention to personal stress signals can help professionals recharge before fatigue turns into burnout. Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationIn accounting, exhaustion does not always look dramatic. Sometimes it looks like irritability. Sometimes it looks like staring at a spreadsheet that suddenly makes no sense. Someti
Valuing More Than the Balance Sheet | ARC
Understanding a company’s history, leadership, and future matters as much as financial statements.Accounting ARCWith Donny ShimamotoCenter for Accounting TransformationDonny Shimamoto, CPA.CITP, CGMA, opens a recent episode of Accounting ARC with a simple question: How do you value a business when the numbers tell only part of the story?His guest, Baria Jaroudi, a Houston-based director i
Stephanie Otero: How to Build a Small Firm That Works for You | Gear Up for Growth
Small Firm Success Requires Intention, Focus, and CommunityFull show notes hereGear Up for GrowthWith Jean CaragherFor CPA Trendlines“Small firm practitioners need to remember that they are in the driver’s seat,” says Stephanie Otero, vice president, Small Firm Advocate at the AICPA, in this episode of Gear Up for Growth with Jean Caragher.MORE Jean Caragher here | Get her best-selling ha
Jody Padar: The New Playbook Is AI-Powered and Human-Centered | Big 4 Transparency
AI Won’t Replace Accountants. Instead, It Will Rewire the Business Model.FULL show notes hereBig 4 TransparencyWith Dominic Piscopo, CPAJody Padar, widely known as “The Radical CPA” and author of Radical Pricing, argues the future of accounting won’t be won by automation alone, but by a business model shift that elevates human judgment, advisory, and client relationships.MORE Dominic Pisc
Why the Next Generation May Be Accounting’s Greatest Competitive Advantage | SLC
Young professionals bring adaptability and media literacy that firms need in an AI-driven era.Student-Led ConversationsWith Arpan Grewal Center for Accounting TransformationStudent-Led Conversations opens its second season with a conversation that reflects a larger shift underway in the accounting profession: rapid technology change, accelerating adoption of artificial intelligence tools,
Rebecca Driscoll: A Millennial and a Boomer Build a Community | The Disruptors
The Collaboration Room turns online peer networks into practical tools for pricing strategy, tax planning, succession, and psychological safety.Sponsored by The Balanced Millionaire: The Advisor Edition by Dr. Jackie Meyer | See Today’s Special OfferFull show notes hereThe DisruptorsWith Liz FarrBefore they co-founded The Collaboration Room, Rebecca Driscoll and Mike Sylvester, CEO of SBS
Accounting’s “Untalked-About” Frontier | ARC
Rural communities offer meaningful work — and a chance to build a practice on purpose. Accounting ARCWith Donny ShimamotoCenter for Accounting TransformationIn an era when private equity rollups and “bigger is better” narratives dominate accounting headlines, Donny Shimamoto, CPA.CITP, CGMA, returns to a quieter question: What does it look like to build a firm — and a career — around serv
Joe Pine: The Transformation Economy Comes for Public Accounting | Gear Up for Growth
As AI automates compliance, value shifts to measurable outcomes and client aspirations.Full show notes hereGear Up for GrowthWith Jean CaragherFor CPA TrendlinesAuthor and strategist B. Joseph Pine II urges accounting firm leaders to confront a fundamental question: What business are you really in?MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA F
Candy Bellau: The $350 Pricing Mistake that Nearly Broke this Boutique Firm | The Disruptors
How to reset pricing, rebuild margins, and stop “helping” clients into bankruptcy.Full show notes hereThe DisruptorsWith Liz FarrCandy Bellau didn’t set out to build a firm that could operate without her. But her hand was forced when her mother became ill. “I kept dropping the ball at my own company and my team, the long-term members kept picking it up, and slowly but surely, they just ab
Alan Whitman: Breaking the Mold with PE Backing | Holistic Guide
Ex-Baker Tilly CEO takes helm at a new “category” of CPA firm.By Rory Henry CFP®, BFA™For CPA TrendlinesFull show notes hereWhen CPA firms talk about growth, the conversation often centers on acquisitions, headcount, or revenue targets.But Alan Whitman, the ex-Baker Tilly CEO and newly named CEO of a private-equity-backed hybrid, says sustainable growth requires something deeper: clarity
Why Happiness is Hard-Fought for High Achievers| ARC
Learn how easily pros tie well-being to success—and how fear of failure can distort self-worth. Accounting ARCWith Byron Patrick and Donny ShimamotoCenter for Accounting TransformationBusy season may still be a days out, but the stress response already starts to hum for a lot of accounting professionals — the calendar fills, the inbox tightens, and the margin for error feels like it shrin
AJ Johnson: New CPA Licensure Pathway Opens Doors to Talent | Gear Up for Growth
Expanding access while maintaining rigorous standards. Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesFull show notes here “This legislation has real consequences – positive consequences – for the health of firms, corporate accounting departments, and the broader economy,” says Aiysha “AJ” Johnson, CEO and executive director of the New Jersey Society of CPAs, during her appearance
Nick Pasquarosa: From Door-to-Door Bookkeeping to a 1,000-Client Cloud Firm | Holistic Guide
Advisory at Scale Requires Systems, Not Heroics. Plus 5 More Takeaways.Complete show notes hereWith Rory Henry CFP®, BFA™For CPA TrendlinesWhen firms talk about innovation in accounting, they often start with technology. But in my conversation with Nick Pasquarosa, founder and CEO of Bookkeeper360, it became clear that technology was never the starting point for his firm. It was the resul
Jeremy Dubow: Raising the Bar for Talent | Big 4 Transparency
Why equity is the new standard for talent retention.Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA TrendlinesFull show notes hereJeremy Dubow, CEO and co-founder of Chicago-based Prosperity Partners, explains how entrepreneurship in accounting has shifted from demand-driven to capacity-constrained, and why transparent equity programs are becoming the new standard for talent retention.MO
Post-Holiday Fatigue Isn’t a Failure; It’s a Signal. | ARC
Decode your energy signals, redesign your calendar, and stay sharp even when you're running low.Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationAs the calendar flips and the pace of work accelerates, many accounting professionals find themselves running on fumes. The holidays are over. Travel lingers in the body. Busy season looms. And y
Jen Cryder: From Membership Model to Market Maker | Big 4 Transparency
State societies can evolve into engines of innovation, education, and workforce resilience.Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA TrendlinesAt a time when the accounting profession is undergoing its most rapid transformation in decades, Jen Cryder, CEO of the Pennsylvania Institute of Certified Public Accountants (PICPA), is quietly redefining what a state CPA society can (and a
Brannon Poe: What Private Equity Really Wants From CPA Firms | The Disruptors
Beyond revenue and margins, buyers are scrutinizing teams, culture, and operational health.The DisruptorsWith Liz FarrBrannon Poe, founder of Poe Group Advisors, says the key to a successful firm transaction is fit. “I think having a good deal is really about having a good fit,” he says. Besides technical skills, “you have to have management styles that mesh well, you have to have client
Neil Gordon: The Most Powerful Sentence You'll Learn | The Concierge CPA
The silver bullet technique can transform messaging and persuasion.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesMost accounting professionals do extraordinary work—and still struggle to explain why it matters.That tension sits at the heart of a standout episode of The Concierge CPA, where host Dr. Jackie Meyer is joined by messaging strategist Neil Gordon for a wide-ranging convers
Art Werner: Avoid Tax Surprises for Clients | Quick Tax Tip
Unexpected tax bills erode trust fast. Most are preventable—if CPAs spot the warning signs early enough.Quick Tax TipWith Art WernerCPE TodaySurprise tax bills remain one of the most common—and avoidable—sources of client frustration. In most cases, the issue isn’t aggressive planning gone wrong, but passive assumptions left unchecked throughout the year.Tax attorney Art Werner, JD, point
Visibility Is the New Accounting Authority | Accounting Voices
Reputation now grows through clarity and communication, not tenure.Accounting VoicesWith Rob BrownAfter two episodes dissecting the Big Four’s AI arms race, the final chapter of the mini-series turns the lens inward. This episode of Accounting Voices makes the case that staying competitive in an automated profession has less to do with budgets and bots — and everything to do with judgment
Jan Lewis: Workforce Development Is the Next CPA Imperative | Gear Up For Growth
Training and growth—not just recruitment—will determine the profession’s future.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesWhen Jan Lewis, vice chair of the American Institute of CPAs (AICPA), says, “The world is a complicated place, and who better than a CPA to help cut through the noise?” she’s not offering a slogan. She’s issuing a call to action.
More Jean Caragher here |
OCR, Research Bots and Meeting Assistants: What Actually Helps This Year? | ARC
Firms use AI, planning, and “hope” to make tax season more manageable.Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationAs firms head into tax season, the hosts of Accounting ARC make a case for lowering the temperature — and the workload — with practical tech choices, proactive planning and a stronger focus on people.
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Blake Oliver: Build the Biz, Don't Run It | The Disruptors
"They get a check every month, and they don’t have to do any work.”The DisruptorsWith Liz FarrBlake Oliver noticed a consistent pattern with firm owners. “The hardest part for them, it seems, just based on my conversations, is getting started and then building that initial team, creating that firm from scratch, going from zero to something is really, really, really difficult,” he explains
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