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
Kassi Rushing: Your Culture Is What You Reward | The Disruptors
Leaders must align everyday decisions with the flexibility, innovation, and growth they promise employees.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines ResearchIn this episode of MOVE Like This, Bonnie Buol Ruszczyk sits down with Kassi Rushing, strategist and speaker with Kassi Rushing Consulting, to explore what future-ready accounting firms need from their people strategies
David Marquis: AI Can Do More Work But Auditors Still Make the Call | The Disruptors
A five-layer “AI trust stack” helps auditors put AI to work while keeping professional judgment at the center.The DisruptorsWith Liz FarrFor CPA TrendlinesAs AI takes on more audit work, David Marquis sees professional judgment becoming more valuable.The Caseware CEO argues that the opportunity extends beyond faster document reviews and automated analysis. Firms can rethink how audits wor
The Quiet Fear Behind Accounting’s Growing Divide | Accounting Voices
Leaders face growing questions about influence, identity, and professional relevance.Accounting VoicesWith Rob BrownAn accounting firm can keep its clients, meet its deadlines, and remain profitable while the people inside it quietly wonder whether they still belong in its future.As technology, ownership models, and expectations reshape the profession, Accounting Voices examines the quest
Your Next Hire Might Not Be an Accountant | It's Not Just the Numbers
An AI engineer can help accounting teams tackle bottlenecks, streamline workflows, and build capacity.It's Not Just the NumbersWith Penny Breslin and Damien GreatheadFor CPA TrendlinesFor years, accounting firm owners have treated the "next hire" question as a simple one: bring on another accountant. However, that assumption is starting to cost firms real time and money.In this recent cas
Hannah Hood and Joey Kinney: Your Accounting Career Starts Before Your First Job Offer | Accounting Conversations
Practical experience, thoughtful questions, and strong communication help students build careers that reach beyond the classroom.Accounting ConversationsWith Chayton FarleeCenter for Accounting TransformationA perfect GPA can open a door. It cannot explain a client’s financial story, replace practical experience, or demonstrate how someone responds when there is no answer key.For accounti
Loyalty Tax: Accounting's Lose-Lose Incentive System | Big 4 Transparency
Employees lose stability and firms lose money through churnBig 4 TransparencyBy Dominic Piscopo, CPAFor CPA TrendlinesA growing body of compensation data suggests that accounting firms may be unintentionally penalizing their most loyal employees.In a recent solo episode of the Big 4 Transparency, founder Dominic Piscopo unpacks what he calls the “loyalty tax” — the pay gap between interna
Karen Reyburn: Use Your Creativity as a Competitive Advantage | The Disruptors
Curiosity, problem-solving, and creative habits help strengthen marketing, improve client experiences, and bring more humanity to an AI-driven profession.The DisruptorsWith Liz FarrFor CPA TrendlinesKaren Reyburn, managing director of We Are PF and author of the new book Accountants, You Are Creative, wants accountants to embrace their innate creativity.Reyburn's first book, The Accountan
Would You Fire Your Firm as a Client? | Accounting Voices
Technology, consolidation, and changing expectations expose weaknesses in business strategies.Accounting VoicesWith Rob BrownAccountants help clients plan for growth, manage risk, and prepare for uncertainty. But what happens when they turn that same scrutiny on their own firms?The answers may be uncomfortable.In this episode of Accounting Voices, reflections from 48 interviews conducted
How to Survive Tax Season Without Burning Out Your Teams | It's Not Just the Numbers
The expectation that tax preparation can happen instantly is creating real pressure.It's Not Just the NumbersWith Penny Breslin and Damien GreatheadFor CPA TrendlinesTax season is supposed to be predictable. The work comes in, the work goes out, the deadlines hold. But this year, something broke for accounting firms across the board — and it wasn't the tax code.The culprit wasn't client v
Who's Qualified to Advise? | ARC
ARC hosts debate credentials, accountability, and the risks of advice that exceeds a provider’s expertise.Accounting ARCWith Liz Mason, Donny Shimamoto, and Byron PatrickCenter for Accounting TransformationA business owner asks for financial reports. A bookkeeper delivers them. For years, the arrangement appears to work — until another accountant examines the numbers and discovers that th
Randy Crabtree: What if Vulnerability's What Leaders Need Most? | MOVE Like This
When leaders admit they don’t have all the answers, they create room for others to contribute.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines ResearchRandy Crabtree founded an accounting firm, then came to a difficult realization: Being its founder didn’t make him the right person to lead it. His decision to step aside as managing partner of Tri-Merit opens a bigger conversation
Logan Graf: Build a Modern Accounting Business, Not a Job | The Disruptors
"People don't want to work themselves to death for a third of the year."The DisruptorsWith Liz FarrFor CPA TrendlinesLogan Graf, owner of The Graf Tax Co and founder of the Counter community, is proof that there’s a better way to run a tax firm. Last tax season, after restructuring, hiring a manager, and implementing a tax scheduling system, neither he nor his manager worked more than 40
Jaimie Nichols: She Left Firm Life. Two Years Later, She Works Less Than 20 Hours a Week. | Big 4 Transparency
"I make more money now, but more importantly, I'm not miserable."Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA TrendlinesJaimie Nichols expected her accounting practice to grow faster. Two years after leaving firm life, she is glad it didn’t.Nichols started the practice around the time she learned she was going to become a mother. Now, she tells host Dominic Piscopo on The Big 4 Transp
“Set It and Forget It” Is Not an AI Strategy | It's Not Just the Numbers
Accounting teams must ensure their people can recognize anomalies, challenge outputs, and apply sound judgment.It's Not Just the NumbersWith Penny Breslin and Damien GreatheadFor CPA TrendlinesAI is everywhere in accounting right now.It's in your inbox, on the Super Bowl, and probably inside at least one tool your firm uses for tax prep. But there's a conversation happening inside serious
When Accounting Changes Faster Than Your Career Plan | Accounting Voices
The profession isn't slowing down, but accountants can build clarity, visibility, and career capital to move forward with greater control.Accounting VoicesWith Rob BrownAccountants have spent years preparing for demanding work. Far fewer are prepared for what happens when the nature of that work changes almost overnight.Artificial intelligence, private equity, mergers, leadership changes,
Kassi Rushing: Firms that Move First Will Shape Accounting’s Future | Gear Up for Growth
AI, talent development, pricing, and advisory services demand action now — even when leaders do not have all the answers.Gear Up for Growthwith Jean Caragherfor CPA TrendlinesThe accounting profession has no shortage of predictions about its future. But RISE2040 is designed to be something different: a future shaped by the profession itself and a practical framework for deciding what to d
Stop Waiting for the Perfect Time to Get Involved | ARC
Even a small volunteer commitment can deliver lasting professional and personal returns.Accounting ARCWith Donny Shimamoto and Byron PatrickCenter for Accounting TransformationA single meeting changed the trajectory of Byron Patrick’s career.Early in his career, the owner of Patrick’s firm, who was serving as chair of the Maryland Association of CPAs, invited him to come along to a meetin
Blake Christian: Why CPAs, Family Offices, & Investors Are Paying Attention to OZ 2.0 | Holistic Guide
Proper entity structure, timing, and compliance are critical to maximizing the next phase of Opportunity Zone benefits.The Holistic Guide to Wealth ManagementWith Rory Henry, CFP®, BFA™A decade ago, federal Opportunity Zones (OZ) were introduced as part of the 2017 Tax Cuts & Jobs act to encourage long-term investment into economically distressed communities through tax incentives. Th
Rachel Anevski: Your Next Leader Will Not Develop by Accident | The Disruptors
Replace informal succession practices with trained mentors and measurable opportunities for growth.The DisruptorsWith Liz FarrFor CPA TrendlinesFor decades, accounting teams have assumed future leaders would emerge through the normal progression of the ranks. The best seniors would become managers, and the best managers would become partners, ready to step into the shoes of retiring leade
Michael Hoover: Growth Without Discipline Comes at a Cost | Big 4 Transparency
Disciplined choices, talent investment, and cultural alignment matter more than chasing every opportunity.Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA TrendlinesAs private equity reshapes the accounting profession, Bennett Thrasher is making a different kind of bet. The top 100 firm intends to remain independent.Michael Hoover, Bennett Thrasher’s chief growth and strategy officer, joi
Your Org Just Announced a Major Change. Now What? | Accounting Voices
Protect your credibility and career options by responding with calm, connection, and purpose.Accounting VoicesWith Rob BrownAn email arrives. A town hall appears on the calendar. Leaders begin using words such as “merger,” “sale,” “new ownership,” “restructuring,” or “strategic reset.”Suddenly, the change that once felt theoretical becomes personal.For accounting professionals, these anno
Calvin Harris: The Future of Accounting Belongs to Those Willing to Rethink Everything | Gear Up for Growth
Accounting teams should be intentionally designed around technology, outsourcing, and evolving organizational structures Gear Up for Growthwith Jean Caragherfor CPA Trendlines“We're at a time where we have multiple generational changes happening all at the same time," says Calvin Harris Jr., CEO of the New York State Society of CPAs, during a recent episode of Gear Up for Growth, hosted b
Tony Wilson: Career Options CPAs May Be Overlooking | Accounting Conversations
Extraordinary opportunities lie ahead for those who combine accounting knowledge with curiosity, judgment, and business insight.Accounting ConversationsWith Chayton FarleeCenter for Accounting TransformationAccounting students often feel pressure to choose the perfect career path before they have taken their first professional step. Tony Wilson, CPA, CMA, offers a more forgiving — and pra
Donny Shimamoto: Build Careers That Bend, Not Break | MOVE Like This
Flexible systems help accounting professionals remain, contribute, and advance when life’s responsibilities change.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines ResearchWhen caregiving responsibilities collide with work, even the most committed professionals can find themselves questioning whether their careers are still sustainable.In this episode of MOVE Like This, Donny Shi
Kenji Kuramoto: AI Agents Are Coming for SALY — and the Billable Hour | The Disruptors
Intelligent agents will reshape accounting workflows, pricing models, employee development, and the value firms deliver to clients.The DisruptorsWith Liz FarrFor CPA TrendlinesKenji Kuramoto says accounting firms will be changing how they work — and even who does the work.“The future of accounting firms,” Kuramoto says, “is going to be made up of a workforce that has two components. It’ll
Jason Ackerman: The Roth IRA Mistakes That Can Cost Clients | The Concierge CPA
The strategy may be simple, but the execution is not.The Concierge CPAWith Jackie MeyerIn this episode, Dr. Jackie Meyer, CPA, welcomes Jason Ackerman, CPA, CFP, CGMA, chief financial officer and co-founder of WealthRabbit, to separate practical Roth IRA guidance from the oversimplified advice circulating online.
MORE Jackie Meyer | MORE CPA Trendlines Streaming Network
Roth IRAs can pro
Can AI Finally Tame the K-1?
K1x Is Betting $175 Million on It.Full show notes hereBy Seth FinebergFor CPA TrendlinesK1x is putting $175 million in new investment behind an expansion of its K-1 technology platform, with plans to accelerate product development, broaden its offerings and build a more standardized system for managing partnership tax data.MORE K1x: K1x Secures $175 Million for Private Markets AI Tax Tech
Agentic AI Needs Guardrails, Not Hype | ARC
Accountants should demand systems that reveal the work, respect boundaries, and produce results humans can verify.Accounting ARCWith Donny Shimamoto, Liz Mason, and Byron PatrickCenter for Accounting TransformationAgentic AI does not have to replace an accountant to transform accounting. Its more practical role may be far less dramatic — and far more useful.In this episode of the Accounti
AI Isn’t Erasing Tax Careers. It’s Rewriting Them | ARC
Firms must build new pathways that develop reviewers, judgment and client-facing skills.Accounting ARCWith Donny Shimamoto, Liz Mason, and Byron PatrickCenter for Accounting TransformationArtificial intelligence may not eliminate the entry-level tax professional. But it is dismantling the job that many firms still use to train one.That's the conversation driving a new episode of the Accou
Leah Yoneda: Stop Mistaking Networking for Business Development | MOVE Like This
Sustainable growth comes from cultivating trust over time—not collecting contacts, memorizing sales scripts or forcing professionals into uncomfortable networking routines.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines ResearchIn this episode of MOVE Like This, Bonnie Buol Ruszczyk sits down with Lea Yoneda, founder and CEO of Golden Ginkgo Group, to explore why so many talente
Erin Pohan: How to Help Your Clients Understand Accounting | The Disruptors
Connect with your clients: "You're an entrepreneur, I'm an entrepreneur."Full show notes hereThe DisruptorsWith Liz FarrErin Pohan’s firm, Upkeeping, is on a mission “to make accounting relevant and understandable” to all its clients. Pohan describes Upkeeping as “a tax-ready firm” that does everything but tax prep, which they hand off to the clients’ tax professionals. But their hand-off
Shelly Weir: Florida CPAs Save Their Licenses. For Now | Gear Up for Growth
FICPA CEO Shelly Weir says the profession survived its most serious deregulation fight yet. The threat isn’t confined to Florida. Full show notes hereGear Up for GrowthWith Jean CaragherFor CPA TrendlinesFlorida CPAs came closer than many realized to losing the regulatory structure behind the CPA license, as a sweeping deregulation drive threatened the state Board of Accountancy and raise
Blake Carroll: The CPA Exam Isn’t Testing How Smart You Are | Accounting Conversations
PwC consultant and CPA exam coach says success depends less on being the smartest person in the room and more on managing time, building effective habits, and continuing after setbacks.Accounting ConversationsWith Chayton FarleeCenter for Accounting TransformationThe greatest obstacle standing between most CPA candidates and their licenses is not intelligence. It is time. That distinction
David Podell: The Retirement Plan Provision Most Tax Advisers Overlook | The Concierge CPA
Solo 401(k)s let you think beyond retirement.Full show notes here.The Concierge CPAWith Jackie MeyerIn this episode of The Concierge CPA, Dr. Jackie Meyer welcomes back David Podell, founder of Business Benefits Consultants, to unravel the evolving world of retirement planning and its strategic value for business owners.MORE Jackie Meyer and The Concierge CPA | MORE CPA Trendlines Streami
Jim Metzler: The Profession’s Best Are Walking Away from Partnership | Gear Up for Growth
Firms, not candidates, are to blame for a generation of superstars declining the summons.Show notes hereGear Up for Growthwith Jean Caragherfor CPA TrendlinesFew voices carry more weight on the question of who becomes a partner, and why, than Jim Metzler’s.So when the former AICPA vice president and longtime mentor to emerging firm leaders says the profession’s top performers are hesitati
Can Gen Z and Boomers Speak the Same Business Language? | ARC
As workplace language evolves, effective professionals know their audience and adapt their message.Accounting ARCWith Byron Patrick, Donny Shimamoto and Liz MasonCenter for Accounting TransformationEvery generation enters the workplace speaking a slightly different language.For Generation Z, that language may include phrases such as “delulu,” “mid” and “fire.” For earlier generations, the
Shannon Stone-Winding: The Workforce Was Built for a Life That No Longer Exists | MOVE Like This
As caregiving responsibilities expand across generations and definitions of family, employers have an opportunity to rethink how work gets done — and keep valuable people in the process.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines ResearchIn this episode of MOVE Like This, Shannon Stone-Winding, President and CEO of the Business Alliance of Colleges and Employers (BACE), join
Randy Johnston: Accounting’s Brave New World of MCPs | The Disruptors
If MCPs are the infrastructure, agentic AI is the workforce.Full show notes hereThe DisruptorsWith Liz FarrRandy Johnston has been in accounting technology longer than many of today’s practitioners have been alive. With more than 50 years in the field, and a hand in designing everything from IBM ThinkPads to Excel’s PivotTables, he has seen more technological revolutions than he can easil
Mark Koziel: The End of Accounting as We Know It | Gear Up for Growth
Koziel Calls for a New CPA Firm Model. Show notes hereGear Up for Growthwith Jean Caragherfor CPA TrendlinesMark Koziel is putting the accounting profession on notice: The business model that sustained CPA firms for generations is running out of time.“The hours-times-rate model is a death knell for the profession,” says Koziel, CPA, CGMA, president and CEO of the AICPA and the Association
Accounting Internships Need an Upgrade | ARC
As AI handles more routine work, how do young accountants develop judgment, communication and leadership?Accounting ARCWith Donny Shimamoto and Liz MasonCenter for Accounting TransformationThe accounting internship is due for an upgrade.For decades, internships often give aspiring accountants their first real taste of the profession by dropping them into the work: Learn the process, compl
Rachel Farris: The CPA Career Nobody Talks About | ARC
The next generation is blending entrepreneurship, AI, and advisory into careers that barely existed a few years ago.Accounting ARCWith Donny ShimamotoCenter for Accounting TransformationFor decades, the accounting profession has followed a familiar script: earn a CPA license, join a firm, climb the ladder and perhaps become a partner.Rachel Farris, CPA, MBA, is proving there is another wa
Caregiving Isn’t a Side Issue - It’s a Workforce Issue | MOVE Like This
“Flexibility should be used as a tool for success. It shouldn't be the exception.” MOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines ResearchIn this episode of MOVE Like This, Mandy Gallagher, lead manager of Women’s Initiatives at the AICPA, joins Bonnie Buol Ruszczyk to discuss why caregiving has become such an important conversation in accounting, what firms may misunderstand a
Conference Season Exposes Accounting's Knowledge Gap | ARC
From vendor demonstrations to hallway conversations, this year's conference season highlights both excitement and uncertainty across the profession.Accounting ARCWith Donny ShimamotoCenter for Accounting TransformationEvery summer, accounting professionals pack conference centers looking for the next big idea. They attend breakout sessions, visit vendor booths, compare notes with peers an
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
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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
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Lexy Kessler: Choose Wisely – Your Future Depends on These Three Questions | Gear Up for Growth
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