CPA Trendlines Podcasts

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Episodes: 652

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Exclusive information. Extraordinary insight.

See all podcast episodes here: https://cpatrendlines.com/category/podcast/

CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions.

We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients.

Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support.

You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed.

Facts. Figures. Insights. Implications.

Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends. 

We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities. 

We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives. 

Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour. 


Episode Date
Basis Makes Its Move: Taps Kenji Kuramoto to Close AI’s Biggest Gap
Apr 10, 2026
Students Who Get Ahead Don’t Wait for Graduation | SLC
Apr 09, 2026
Geof Brown: Rethink Everything | Gear Up for Growth
Apr 06, 2026
Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | ARC
Apr 02, 2026
Carl Richards: The Lie of “Enough” | Holistic Guide
Mar 31, 2026
Matt Tait: Why Franchising Is the Next Big Thing for CAS | Big 4 Transparency
Mar 29, 2026
Why Accounting Firms Feel So Unstable Right Now | Accounting Voices
Mar 29, 2026
Alan Whitman: Why the Next Big CPA Firms Won’t Look Like CPA Firms | Gear Up for Growth
Mar 28, 2026
When "What If" Becomes Reality | ARC
Mar 26, 2026
Oz Demirdoven: Why U.S. Firms Lag the World in Advisory | The Disruptors
Mar 26, 2026
Should I Leave Public Accounting? | Accounting Voices
Mar 24, 2026
Kane Polakoff: What You’re Still Getting Wrong About CAS | Gear Up for Growth
Mar 23, 2026
Will AI Make Students Better Learners — or Just Faster Workers? | SLC
Mar 19, 2026
Recognize When You Need to Recharge Before You Burn Out | ARC
Mar 12, 2026
Valuing More Than the Balance Sheet | ARC
Mar 05, 2026
Stephanie Otero: How to Build a Small Firm That Works for You | Gear Up for Growth
Mar 04, 2026
Jody Padar: The New Playbook Is AI-Powered and Human-Centered | Big 4 Transparency
Mar 02, 2026
Why the Next Generation May Be Accounting’s Greatest Competitive Advantage | SLC
Feb 26, 2026
Rebecca Driscoll: A Millennial and a Boomer Build a Community | The Disruptors
Feb 24, 2026
Accounting’s “Untalked-About” Frontier | ARC
Feb 20, 2026
Joe Pine: The Transformation Economy Comes for Public Accounting | Gear Up for Growth
Feb 19, 2026
Candy Bellau: The $350 Pricing Mistake that Nearly Broke this Boutique Firm | The Disruptors
Feb 18, 2026
Alan Whitman: Breaking the Mold with PE Backing | Holistic Guide
Feb 16, 2026
Why Happiness is Hard-Fought for High Achievers| ARC
Feb 12, 2026
AJ Johnson: New CPA Licensure Pathway Opens Doors to Talent | Gear Up for Growth
Feb 07, 2026
The Fastest Way to Lose Talent Is “Dick Leadership” | ARC
Feb 05, 2026
Nick Pasquarosa: From Door-to-Door Bookkeeping to a 1,000-Client Cloud Firm | Holistic Guide
Feb 02, 2026
Jeremy Dubow: Raising the Bar for Talent | Big 4 Transparency
Jan 29, 2026
Post-Holiday Fatigue Isn’t a Failure; It’s a Signal. | ARC
Jan 22, 2026
Jen Cryder: From Membership Model to Market Maker | Big 4 Transparency
Jan 21, 2026
Brannon Poe: What Private Equity Really Wants From CPA Firms | The Disruptors
Jan 20, 2026
Neil Gordon: The Most Powerful Sentence You'll Learn | The Concierge CPA
Jan 19, 2026
Art Werner: Avoid Tax Surprises for Clients | Quick Tax Tip
Jan 18, 2026
Visibility Is the New Accounting Authority | Accounting Voices
Jan 17, 2026
Jan Lewis: Workforce Development Is the Next CPA Imperative | Gear Up For Growth
Jan 16, 2026
OCR, Research Bots and Meeting Assistants: What Actually Helps This Year? | ARC
Jan 15, 2026
Kristi Epp and Amber Schrock: Firms that Listen Keep Their People | MOVE Like This
Jan 14, 2026
Blake Oliver: Build the Biz, Don't Run It | The Disruptors
Jan 13, 2026
Erika Wasserman: How to Have Better Conversations Around Money | Holistic Guide to Wealth Management
Jan 12, 2026
How Smaller Firms Can Outsmart the Big Four on AI | Accounting Voices
Jan 10, 2026
Roman Kepczyk: Technology IS the New Business Model | Gear Up For Growth
Jan 09, 2026
Return Season is the New Stress Test | ARC
Jan 08, 2026
Steve Blake and Owen Pryor: From a $550,000 Tax Bill to Near Zero | Big 4 Transparency
Jan 07, 2026
Erin Daiber: Succession Isn’t an Exit Plan—It’s a Growth Strategy | The Disruptors
Jan 06, 2026
Vardan Pogosian: The 831(b) Wake-Up Call: What Advisors Are Missing in Risk Management | The Concierge CPA
Jan 05, 2026
Why Most CAS Practices Stall—and What the Successful Ones Do Differently | It's Not Just the Numbers
Jan 04, 2026
AI Reveals Weak Firms Faster than it Helps Strong Ones | Accounting Voices
Jan 03, 2026
AI Exposes Weak Business Models | Gear Up For Growth
Jan 02, 2026
Small Firms May Have the Biggest Advantage in 2026 | ARC
Jan 01, 2026
Change Fails in Silence | MOVE Like This
Dec 31, 2025
Why Repeat Last Year’s Questions? | The Disruptors
Dec 30, 2025
Student Loans After OBBBA: What Advisors Need to Know Now | Holistic Guide to Wealth Management
Dec 29, 2025
The Hidden Friction Killing CAS Profitability | It's Not Just the Numbers
Dec 28, 2025
The Job Crisis Is a Myth; the Job Remix Is Not | Accounting Voices
Dec 27, 2025
Dunn: Time's the Wrong Growth Metric | Gear Up For Growth
Dec 26, 2025
Mark Gallegos: HR1 Is Signed; the Advisory Clock Is Ticking | Big 4 Transparency
Dec 24, 2025
Brenda Cannon: Busy Season is Self-Inflicted | The Disruptors
Dec 23, 2025
Aleksander Dyo: It's Not a Loophole; It's a Missed Opportunity | The Concierge CPA
Dec 22, 2025
Grunt Work Is Dead | It's Not Just the Numbers
Dec 21, 2025
The Dark Side of AI No Firm Can Ignore | Accounting Voices
Dec 20, 2025
AI's Already in Your Workflow...| It's Not Just the Numbers
Dec 19, 2025
Lou Grassi: "How the Hell Did This All Happen?" | Gear Up For Growth
Dec 19, 2025
Students Redefine "Career Readiness" | ARC - SLC
Dec 18, 2025
Rob Brown: Your Employer Brand is Talking Even if You Aren't | MOVE Like This
Dec 17, 2025
Ashley Carroll: When One Person Can Break the Firm | The Disruptors
Dec 16, 2025
Phil Whitman: The New Era of CPA Firm Deals: Flexibility, Culture, and the Rise of “31 Flavors” | Holistic Guide to Wealth Management
Dec 15, 2025
Being Good at the Job Is No Longer Enough | Accounting Voices
Dec 13, 2025
Megan Leesley: Think Your Clients Won't Pay More? Think Again | Gear Up For Growth
Dec 12, 2025
Downgraded: What the DOE Just Said About Accounting | ARC
Dec 11, 2025
Kimi Green: Why Clients Quit You | Big 4 Transparency
Dec 10, 2025
Matt Rampe: Building a Roadmap when the Road Doesn't Exist | The Disruptors
Dec 09, 2025
Acen Hansen: You’re Not Too Rich for a Backdoor Roth | The Concierge CPA
Dec 08, 2025
The "LBD" of Tech Stacks: Why Simplicity & Standardization Still Win | It's Not Just the Numbers
Dec 07, 2025
5 Ways Accounting Pros Turn Events into Real ROI | Accounting Influencers
Dec 06, 2025
Ron Baker: Transformation Economy Will Redefine Accounting | Gear Up For Growth
Dec 05, 2025
ZeNai Savage: Using Your License as a Megaphone | ARC - SLC
Dec 04, 2025
1099 Chaos Averted? | Quick Tax Tip
Dec 03, 2025
Kathryn Horton: Burnout Isn’t Inevitable in Audit | The Disruptors
Dec 02, 2025
Dr. Sean Stein Smith: Blockchain, AI, and the Future of Advisory | Holistic Guide to Wealth Management
Dec 01, 2025
The CAS Bottleneck No One Talks About | It's Not Just the Numbers
Nov 30, 2025
PE Pushes Partners Toward Digital Extinction | Accounting Influencers
Nov 29, 2025
Meihaus: The Courage to Say "Enough" at the Top | Gear Up For Growth
Nov 28, 2025
Mike Maksymiw: Kick the "Should" Out of Your Career| Big 4 Transparency
Nov 26, 2025
Brolin: Blueprint for Empathetic Leadership | The Disruptors
Nov 24, 2025
Stacie Kwaiser: The Real Reason People Stay—or Leave | MOVE Like This
Nov 24, 2025
Why Policies, Processes, and Procedures Make or Break CAS | It's Not Just the Numbers
Nov 23, 2025
The Smart Accountant’s Guide to Choosing the Right Podcasts | Accounting Influencers
Nov 22, 2025
Eric Majchrzak: Marketer-Turned-CEO Redesigns the Modern CPA Firm | Gear Up For Growth
Nov 21, 2025
Katelyn Hopson: Stop Turnover Before It Starts | Know-How Korner
Nov 20, 2025
Section 179 Supercharged | Quick Tax Tip
Nov 19, 2025
Dan Haylett: Redefining Success in Retirement | Holistic Guide to Wealth Management
Nov 17, 2025
How Smart Listening Builds Clout | Accounting Influencers
Nov 15, 2025
Carrie Steffen: Leadership Is About Energy, Not Tenure | Gear Up For Growth
Nov 14, 2025
Coupons, Tiers, and “Student Discounts” - Interpreting Pricing Psychology | ARC - SLC
Nov 13, 2025
Mike Pinkus: How to Scale a Remote Powerhouse Without Chasing the Spotlight | Big 4 Transparency
Nov 12, 2025
Chris Vanover: 5-Star Firms Don't Bill by the Hour | The Disruptors
Nov 11, 2025
Aislinn Sroczynski: Fact, Fear, and Fairness - What Every Employer Should Know About DEI Law | MOVE Like This
Nov 10, 2025
Why Clients Must Become Part of Your CAS Team | It's Not Just the Numbers
Nov 09, 2025
5 Ways to Stay Ahead of the AI Curve | Accounting Influencers
Nov 08, 2025
Julie Barnes: Redefine Your Career from Within | Gear Up For Growth
Nov 07, 2025
Strategic AI, Not Shiny Objects | ARC
Nov 06, 2025
Bonus Depreciation Is Back | Quick Tax Tip
Nov 05, 2025
Ed Kless: Profit Is a Result. Flourishing Is the Purpose | The Disruptors
Nov 04, 2025
Education Is Broken, but Accounting Leaders Can Fix the Pipeline | Accounting Influencers
Nov 01, 2025
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Oct 31, 2025
Bill Pirolli: You Can’t “Declare” Independence — You Have to Earn It | Gear Up For Growth
Oct 31, 2025
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Oct 30, 2025
Don’t Get Fired by Your Own Automation | ARC
Oct 30, 2025
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Oct 29, 2025
Katherine Studley: Navigating the Niche of Adult Industry Accounting | Big 4 Transparency
Oct 29, 2025
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Oct 28, 2025
Alan Whitman: From Silos to Synergy - Rebuild Culture on 'Progress,' Not Change | The Disruptors
Oct 28, 2025
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Oct 27, 2025
Sarah Elliott: Embrace the 'Dimension of Possible' | MOVE Like This
Oct 27, 2025
Toxic Partners Kill Your Firm’s Future | Accounting Influencers
Oct 25, 2025
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Oct 25, 2025
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Oct 24, 2025
Jeff Call and John Geraci: Future-Proofing Without P.E. | Gear Up For Growth
Oct 24, 2025
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Oct 23, 2025
Returns Don't Disappear; They Compound - What Amazon Doesn't Tell You | ARC
Oct 23, 2025
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Oct 22, 2025
Permanent Relief for Pass-Throughs? | Quick Tax Tip
Oct 22, 2025
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Oct 21, 2025
Steve Shein: The Alternative Small Firms Have Been Waiting For | The Disruptors
Oct 21, 2025
Keith Friedman: Use Insurance as a Wealth Preservation and Financial Planning Tool | Holistic Guide to Wealth Management
Oct 20, 2025
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Oct 20, 2025
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Oct 18, 2025
Don’t Let AI Sound Smarter Than You | Accounting Influencers
Oct 18, 2025
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Oct 17, 2025
Matt Rampe: Make Strategy Stick | Gear Up For Growth
Oct 17, 2025
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Oct 16, 2025
From Capitol Gridlock to Client Backlog | ARC
Oct 16, 2025
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Oct 15, 2025
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Oct 14, 2025
Tom Hood and Lexi Weber: Disrupt Yourself Before Someone Else Does | The Disruptors
Oct 14, 2025
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Oct 13, 2025
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Oct 11, 2025
Stay or Go? Why Accountants Are Rethinking Job Hopping | Accounting Influencers
Oct 11, 2025
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Oct 10, 2025
Jeffrey Weiner: Leadership Lessons from a Billion-Dollar Firm Builder | Gear Up For Growth
Oct 10, 2025
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Oct 09, 2025
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Oct 09, 2025
Royalties, Residuals, and Reality Checks | ARC-SLC
Oct 09, 2025
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Oct 08, 2025
Tony Proctor: Turn Dumb Ideas into Brilliant Solutions | The Disruptors
Oct 07, 2025
Dr. Meghaan Lurtz: Financial Psychology Transforms Client Conversations | Holistic Guide to Wealth Management
Oct 06, 2025
Big 4 Layoffs Reveal New Jobs Reality | Accounting Influencers
Oct 04, 2025
Melancon: Private Equity and the Partnership | Gear Up For Growth
Oct 03, 2025
Free Speech Is a Right; Respect Is a Responsibility | ARC
Oct 02, 2025
Werner: Forget the Politics—M.A.G.A. Accounts Could Pay Off Big | Quick Tax Tip
Oct 01, 2025
K.C. Eames: Innovation Can't Survive the Status Quo | The Disruptors
Sep 30, 2025
Dan Hood on Forces Shaping Accounting | MOVE Like This
Sep 29, 2025
DEI Pullback Puts Accounting Talent Pipeline at Risk | Accounting Influencers
Sep 27, 2025
Debra Helwig: How Strategic Internal Communications Power Growth & Retention | Gear Up For Growth
Sep 26, 2025
Rory Henry: Why Nontraditional Accountants May Hold the Future of Finance| ARC
Sep 25, 2025
Doug Gocke: Operations Overhaul Doubles Firm Revenue Without Adding Staff | It's Not Just the Numbers
Sep 24, 2025
Nayo Carter-Gray: How a Poor Review Made the Firm Stronger | The Disruptors
Sep 23, 2025
John Fenton and Will Hill: Build Stronger Firms from the Inside Out | Holistic Guide to Wealth Management
Sep 22, 2025
Pushing into Law? A Seismic Shift for Firms | Accounting Influencers
Sep 20, 2025
John Garrett: Embrace Your And; Transform Firms | Gear Up For Growth
Sep 19, 2025
From Cash Bags to Casinos to Audits: Recounting How First Jobs Shape Us | ARC
Sep 18, 2025
Erica Goode: The $180K, 15-Hour Workweek | Big 4 Transparency
Sep 17, 2025
Tailor Hartman: Upwork to “40 Under 40” in Just 3 Years | The Disruptors
Sep 16, 2025
Christine Simone: The Too-Often Overlooked Piece of Financial Planning | Holistic Guide to Wealth Management
Sep 15, 2025
The Big DEI Split-What Smart Accounting Firms Are Doing | Accounting Influencers
Sep 13, 2025
Josh Tyree: Cracking the Code for Successful Merger Integration and Growth | Gear Up For Growth
Sep 12, 2025
Gen Z Takes the Mic: Networking & Transparency Redefine Accounting Careers | ARC-SLC
Sep 11, 2025
4ImpactData: 10X Your Advisory. Not Your Headcount.
Sep 10, 2025
Disguised Tax Hikes Are Back on the Table | Quick Tax Tip
Sep 10, 2025
Questian Telka: Transform Fear into Fuel | The Disruptors
Sep 09, 2025
4ImpactData: 10X Your Advisory. Not Your Headcount.
Sep 09, 2025
4ImpactData: 10X Your Advisory. Not Your Headcount.
Sep 08, 2025
George Kinder: Here’s Why You Want to Put Vision Before Numbers | Holistic Guide to Wealth Management
Sep 08, 2025
Meet Your New Boss: Gen Z Is Already Reshaping Accounting Firms | Accounting Influencers
Sep 06, 2025
4ImpactData: 10X Your Advisory. Not Your Headcount.
Sep 06, 2025
Steven Ladd: Advisory Starts with Empathy, Not Expertise | It's Not Just the Numbers
Sep 05, 2025
4ImpactData: 10X Your Advisory. Not Your Headcount.
Sep 05, 2025
Jay Schwedelson: Stop Playing It Safe | Gear Up For Growth
Sep 05, 2025
Bootleggers, Baptists, and CPAs: Rethinking Licensure in the Profession | ARC
Sep 04, 2025
Werner: Tax-Free Tips? Not So Fast | Quick Tax Tip
Sep 03, 2025
4ImpactData: 10X Your Advisory. Not Your Headcount.
Sep 03, 2025
4ImpactData: 10X Your Advisory. Not Your Headcount.
Sep 02, 2025
Yoss: Cut Costs Without Cutting Corners | Quick Tech Talk
Sep 02, 2025
Joe Woodard: Move Beyond Reports--Deliver Results | The Disruptors
Sep 02, 2025
Werner: Reward Loyalty, Retain Talent, and Reduce Taxes | Quick Tax Tip
Aug 30, 2025
Go PRO: Get full sitewide access with today's best offer
Aug 28, 2025
CPA Firm Ownership Under Fire | ARC
Aug 28, 2025
Werner: The Hidden Tax Traps of OBBBA—and How to Avoid Them | Quick Tax Tip
Aug 27, 2025
Tim Petrey: Forget the Pyramid - Ditch Old Models for Good | Big 4 Transparency
Aug 27, 2025
Yoss: From Invoice Reminders to Approvals—QBO Does It All | Quick Tech Talk
Aug 26, 2025
Go PRO: Get full sitewide access with today's best offer
Aug 26, 2025
Ron Baker: Burnout Ends When Accounting Finds Its True Purpose | The Disruptors
Aug 26, 2025
Fogelman, Maksymiw: Raise Rates, Lead with Vulnerability, and Harness AI | Holistic Guide to Wealth Management
Aug 25, 2025
Werner: Parking Perks That Pack a Tax Punch | Quick Tax Tip
Aug 23, 2025
The Real Story Behind Accounting’s Return-to-Office Push | Accounting Influencers
Aug 23, 2025
Brian Lang: The Right Clients Matter More Than Revenue | It's Not Just the Numbers
Aug 22, 2025
Kassi Rushing: Leadership Gaps, Not Motivation Gaps, Hold Firms Back | Gear Up For Growth
Aug 22, 2025
Jeremy Vokt: Why Bland & Associates Said “No” to Private Equity and “Yes” to ESOPs | MOVE Like This
Aug 21, 2025
Walking Violation: When Showing Your CPA Gets You in Trouble | ARC
Aug 21, 2025
Werner: When Ethics Trump Client Loyalty | Quick Tax Tip
Aug 20, 2025
Nishaad Ruparel: PE With Purpose | Big 4 Transparency
Aug 20, 2025
Yoss: Lock PDFs Like a Pro | Quick Tech Talk
Aug 19, 2025
870 Pages, Simplified: Unpacking the Most Impactful OBBB Provisions | The Concierge CPA
Aug 18, 2025
Karen Waga: Why Storytelling Drives Recruiting | Gear Up for Growth
Aug 15, 2025
From Audit Bags to TikTok Tags, Gen Z Talks Success | ARC
Aug 14, 2025
Werner: Private Foundations Under the Microscope | Quick Tax Tip
Aug 13, 2025
Dillon: A Sustainable, No-Debt Path to Firm Expansion | Big 4 Transparency
Aug 13, 2025
Yoss: PDF Freedom; No Subscription Required | Quick Tech Talk
Aug 12, 2025
How EOS and “Unreasonable Hospitality” Reshaped GrowthLab | The Disruptors
Aug 12, 2025
Adjei: Stop Avoiding IRS Representation—and Start Profiting From It | The Concierge CPA
Aug 11, 2025
Why P.E. Is Winning the Talent Wars | Accounting Influencers
Aug 09, 2025
From Zero to Auditor in 3 Days | Gear Up For Growth
Aug 08, 2025
Reza Hooda: Model a 7-Figure Firm in 10Hrs/Week | The Concierge CPA
Aug 07, 2025
AI Is Already in Your Systems—Here’s How to Govern It | Innovation Insights
Aug 07, 2025
Werner: Why that eBay Sale May Be Reportable | Quick Tax Tip
Aug 06, 2025
Costin, Mason: Next Gen Won’t Compromise on Belonging| MOVE Like This
Aug 06, 2025
May: From Negative K-1s to National Platform | Big 4 Transparency
Aug 06, 2025
Yoss: Stronger Cybersecurity Starts with Stronger Internal Controls
Aug 05, 2025
Vilms: Proving the Power of People in a Tech‑Driven World | The Disruptors
Aug 05, 2025
Johnson, Lohrfink: Why Estate Planning Is the CPA’s Next Frontier | Holistic Guide to Wealth Management
Aug 04, 2025
Change Is Hard. Obsolescence Is Worse. | Accounting Influencers
Aug 02, 2025
Forget Buzzwords. Build a CAS Practice That Works. | It's Not Just the Numbers
Aug 01, 2025
Speak. Fly. Repeat: The Jet-Set Life of Today’s Accounting Leaders | ARC
Jul 31, 2025
Werner: No Tax on Overtime from 2025-2028? | Quick Tax Tip
Jul 30, 2025
Longobardi: Governance, Growth, and the PE Playbook | Big 4 Transparency
Jul 30, 2025
Yoss: Fraud Costs Big—Here’s How Financial Professionals Can Prevent It | Quick Tech Talk
Jul 29, 2025
Dickerson: From Diagnosis to Disruption: How a Health Challenge Inspired a New Firm Model | The Disruptors
Jul 29, 2025
Bryant, Crabtree: Building Your Best Firm: Why Ownership, Flexibility, and Empathy Matter More Than Ever | Holistic Guide to Wealth Management
Jul 28, 2025
Half of Accounting Leaders Will Be Irrelevant in 3 Years | Accounting Influencers
Jul 26, 2025
Go PRO!
Jul 25, 2025
Ruszczyk: Listen to Your Marketers and Let Them Lead | Capstone Conversations
Jul 25, 2025
Students Challenge Accounting's Traditional Career Path | ARC
Jul 24, 2025
Werner: What the "Big Beautiful Bill" Really Means for SALT Deductions | Quick Tax Tip
Jul 23, 2025
Bailey: From Values to Vision: Communicating Culture with Clarity| MOVE Like This
Jul 23, 2025
Yoss: Kickbacks, Embezzlement, and Lies: What Every Business Leader Needs to Know | Quick Tech Talks
Jul 22, 2025
Kapilovich: A Radical Fix for Accounting’s Talent Crisis? Treat People Like People | The Disruptors
Jul 22, 2025
Nicholson, Fox: Exit Planning and the Psychology of Letting Go | Holistic Guide to Wealth Management
Jul 21, 2025
How Accounting Leaders Build Influence Without a Big Four Resume | Accounting Influencers
Jul 19, 2025
Alex Miller: Marketing Success Depends on Curiosity, Collaboration, and Client Experience | Capstone Conversations
Jul 18, 2025
True Grit: Recognizing Struggles That Shape Our Successes | ARC
Jul 17, 2025
Art Werner: The Hidden Tax Hike for Accountants in Trump’s “Big Beautiful Bill” | Quick Tax Tip
Jul 16, 2025
Stay Employable in the Age of AI | Accounting Influencers
Jul 16, 2025
Yoss: Don't Let a Crash Wreck You| Quick Tech Talks
Jul 15, 2025
Martha Yasso: From Wall Street Warrior to Main Street Ally | The Disruptors
Jul 15, 2025
Crosby, Johnston: A Human-First, Tech-Forward Future | Holistic Guide to Wealth Management
Jul 14, 2025
Deal or No Deal? The P.E. Dilemma for Firms | Accounting Influencers
Jul 12, 2025
Kristen Lewis: Growth Strategy that Actually Works | Capstone Conversations
Jul 11, 2025
More Admins, Fewer Students, No Plan | ARC
Jul 10, 2025
Art Werner: Use This Window Wisely | Quick Tax Tip
Jul 09, 2025
BPM CEO Jim Wallace: Cracking the Code on Inclusion | MOVE Like This
Jul 09, 2025
Yoss: You Need a REAL Data Backup Plan - Right Now | Quick Tech Talks
Jul 08, 2025
Jackie Meyer: Tax Planning in 90 Seconds? Believe It | The Disruptors
Jul 08, 2025
DiJoseph and Mazabel: Estate Planning Is the New Advisory Service Power Play | Holistic Guide to Wealth Management
Jul 07, 2025
Chris Papin: A Bold Blueprint for the Modern Firm | The Concierge CPA
Jul 07, 2025
Nick Huber: From Noise to Noteworthy | Accounting Influencers
Jul 05, 2025
Kimberly Ellison-Taylor: Why Small Firms Hold the Key to Accounting’s Talent Crisis | Gear Up For Growth
Jul 04, 2025
The Hidden Reason You're Exhausted | ARC
Jul 03, 2025
Hannah Munro: Real Reasons Change Fails | Accounting Influencers
Jul 02, 2025
Chris Vanover: Audit, Rebranded: Now with 100% Less Misery | The Disruptors
Jul 01, 2025
Johnston: Private Equity, Shady Vendors, and Broken Software | Accounting Influencers
Jun 28, 2025
Anshul Agrawal: Gain a Competitive Edge Through Direct Ownership Offshoring | Gear Up For Growth
Jun 27, 2025
What Career Advice Gets Wrong for Gen Z—and How to Fix It | ARC
Jun 26, 2025
Embrace the Machines | Accounting Influencers
Jun 25, 2025
Angela Oakley: Strengths-Based Coaching Fuels Engagement | MOVE Like This
Jun 25, 2025
Erica Goode: Build a $200K Firm in 15 Hours a Week | The Disruptors
Jun 24, 2025
Fineberg, Hecker: How CPAs Are Filling the 100,000-Wealth Advisor Gap | Holistic Guide to Wealth Management
Jun 23, 2025
Guess Who’s in Ideal Position to Fill the Coming Shortage of Financial Advisors? | Holistic Guide to Wealth Management
Jun 23, 2025
Experts Call for Industry Overhaul | Accounting Influencers
Jun 21, 2025
Carl Peterson: Succession or Stagnation? | Gear Up For Growth
Jun 20, 2025
Your Identity Is Not a Liability | Accounting ARC
Jun 19, 2025
Will the "Big, Beautiful Bill" Pass? Why 80% Might Become Law—and What Accountants Need to Watch | Quick Tax Tip
Jun 18, 2025
Write Your Way to the Top: The Career Move Most Overlook | Accounting Influencers
Jun 18, 2025
Randy Crabtree: Live at the Intersection of Passion and Skill | The Disruptors
Jun 17, 2025
How to Save $8 Million in Estate Taxes with One Strategic Move (Before 2026) | The Concierge CPA
Jun 16, 2025
Brannon Poe: PE Drives Demand--And Change | Accounting Influencers
Jun 14, 2025
Phil Whitman: No PE? No Problem. How CPA Firms Can Stay Fiercely Independent | Gear Up For Growth
Jun 13, 2025
What Happens in Vegas… Gets Reported on a Tax Return | ARC
Jun 12, 2025
Turn Conference Season Into Career Gold | Accounting Influencers
Jun 11, 2025
Jennifer Harrity: The Business Case for Doing Good: ESG, B Corp & Real Returns | MOVE Like This
Jun 11, 2025
McClelland and Telka: Women Ready to Rewrite the Rules of Accounting | The Disruptors
Jun 10, 2025
Matt Tait: The Monthly Close Should Be History | The Concierge CPA
Jun 09, 2025
Terrell Turner: Every CPA Should Think Like an Entrepreneur | Accounting Influencers
Jun 07, 2025
Carla McCall: Create Leaders from Within | Gear Up For Growth
Jun 06, 2025
Bonnie Buol Ruszczyk: The Quiet Crisis in Accounting - Losing the People We Need Most | Know-How Korner
Jun 05, 2025
Art Werner: Tax-Savvy Compensation with Smart Fringe Benefits | Quick Tax Tip
Jun 04, 2025
Burn the Boats: The Partnership Model Is Dead | Accounting Influencers
Jun 04, 2025
Celebrating 100 Episodes of The Disruptors: Paul Dunn - From Standard to Stand Out to Stand For | The Disruptors
Jun 03, 2025
Bold Action Urged on Talent, Tech, and Culture| Accounting Influencers
May 31, 2025
Mitchell Reno: Client Experience as a Growth Driver | Gear Up For Growth
May 30, 2025
Art Werner: Wealth Transfer Strategies in a Time of Uncertainty | Quick Tax Tip
May 28, 2025
Sandra Wiley: Culture, DEI, and the Future of the Accounting Profession | MOVE Like This
May 28, 2025
Jacob Schroeder: AI Won’t Replace Accountants—But It Will Reveal Who’s Replaceable | The Disruptors
May 27, 2025
Jen Cryder: Rewrite the Rules | Accounting Influencers
May 24, 2025
Cancel Culture or Curious Culture? You Choose. | Transformation Talks
May 22, 2025
Art Werner: The Hidden Retirement Perk Most Taxpayers Miss | Quick Tax Tip
May 21, 2025
Ditching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | The Disruptors
May 20, 2025
Amy Vetter: How Professionals Can Reclaim Their Time, Energy, and Purpose | The Concierge CPA
May 19, 2025
Adam Lean: Why Accountants Are Stuck—and How to Escape the Trap | Accounting Influencers
May 17, 2025
Aprio CEO: Culture and Capital Fuel Firm’s Rapid Growth | Gear Up For Growth
May 16, 2025
The Ultimate Business Hack You’re Probably Ignoring | ARC
May 15, 2025
Crypto Caution: Be Wary of Digital Assets | Quick Tax Tip
May 14, 2025
Donny Shimamoto: Reimagining Diversity and Belonging in the Accounting Profession | MOVE Like This
May 14, 2025
Jean Zick: Happy Team Members Lead to Happy Clients | The Disruptors
May 13, 2025
David Podell: Use Strategic Retirement Planning to Build Net Worth | The Concierge CPA
May 12, 2025
The Profession’s Future Amid Talent Gaps, Tech Disruption, and Evolving Business Models | Accounting Influencers
May 10, 2025
Matt Criss: Forget the Grind; Grow Intentionally | Gear Up For Growth
May 09, 2025
Resilience, Real Talk, and the Road to Mental Wellness | ARC
May 08, 2025
SMBs Are Overwhelmed by Tax Complexity — Here’s What They Need Most | Quick Tax Tip
May 07, 2025
Beyond the Numbers: Be Your Client's Advocate | The Disruptors
May 06, 2025
Van Carlson: Why 831(b) Risk Management Strategies Are Gaining Ground | The Concierge CPA
May 05, 2025
Okorie Ramsey: Diversity's About Building Bigger Tables | Accounting Influencers
May 03, 2025
Marketers to CEOs: The Expanding Role of Growth Leaders in Accounting | Gear Up For Growth
May 02, 2025
How Blockchain Could Still Reshape Business and Accounting | ARC 
May 01, 2025
Tricia Bencich: How Mental Load Silently Undermines Career Progress | MOVE Like This
Apr 30, 2025
Art Werner: Lead with Optimism - Even in this Economy | Quick Tax Tip
Apr 30, 2025
Dominic Piscopo: Use Salary Transparency for Bargaining Power | The Disruptors
Apr 29, 2025
Heidi Henderson: High Impact Tax Strategies Revealed | The Concierge CPA
Apr 28, 2025
The Year of the Advisor is Here | Accounting Influencers
Apr 26, 2025
Wade Clark: Stop Selling; Start Catalyzing | Gear Up For Growth
Apr 25, 2025
What Gen Z Wants from Business | ARC
Apr 24, 2025
Art Werner: Shift Gears Post-Tax Season | Quick Tax Tip
Apr 23, 2025
Debbie Kilsheimer: Stop Thinking Small | The Disruptors
Apr 22, 2025
Chris Farrell: The Hidden Bottleneck in Accounting? It’s Not Your Back Office | The Concierge CPA
Apr 21, 2025
Ashley Kostos: How Skills Testing Could Be the Secret Weapon for Accounting Firms | MOVE Like This
Apr 18, 2025
Firm Differentiation Depends Upon Client Service | Accounting ARC
Apr 17, 2025
Art Werner: Are Your Clients Throwing Money Away? | Quick Tax Tip
Apr 16, 2025
Dave Kersting: Collaborate with Co-Firming | The Disruptors
Apr 15, 2025
David Spence: Create a Tax-Free Retirement in Economic Uncertainty | The Concierge CPA
Apr 14, 2025
Hannah Munro: Leading Change in Our New VUCA Environment | Accounting Influencers
Apr 12, 2025
Secrets to Staying Relevant Revealed | Gear Up For Growth
Apr 11, 2025
Surviving Tariff Turbulence | ARC
Apr 10, 2025
Art Werner: How Donor-Advised Funds Empower Strategic Giving | Quick Tax Tip
Apr 09, 2025
Liz Scott: Why Bookkeepers May Beat CPAs in the Race to Advisory Work | The Disruptors
Apr 08, 2025
Divakar Vijayasarathy: Breaking Barriers and Scaling Success | The Concierge CPA
Apr 07, 2025
John Fenton: Unlock Your Leadership Mastery | Accounting Influencers
Apr 06, 2025
Kimberly Ellison-Taylor: The Future of Inclusion in Accounting | MOVE Like This
Apr 04, 2025
Crypto, Cash, or Chaos? The Fallout of an IRS-Free America | ARC
Apr 03, 2025
Art Werner: Why Tax Loss Harvesting Deserves a Fresh Look | Quick Tax Tip
Apr 02, 2025
Ashley Francis: AI's a Partner, Not a Replacement: The Disruptors
Apr 01, 2025
Steve Yoss, Quick Tech Talk: Master Financial Forecasting with ETS
Mar 31, 2025
Adopt a Continuous Improvement Mindset to Stay Competitive | Accounting Influencers
Mar 29, 2025
How Top Rainmakers Win Clients | Gear Up For Growth
Mar 28, 2025
Why Accountants Must Master Tough Conversations | Transformation Talks
Mar 27, 2025
Tax Turmoil and Opportunity: Breaking Down the Q1 2025 Tax Landscape| Quick Tax Tip
Mar 26, 2025
Richard Roppa-Roberts: Collaboration Over Competition | The Disruptors
Mar 25, 2025
Steve Yoss: Unlock the Power of Data Visualization | Quick Tech Talk
Mar 24, 2025
Becky Livingston: How AI Boosts Firm Marketing and Client Engagement | Gear Up For Growth
Mar 21, 2025
Is Agentic AI an Accounting Game Changer or Game Ender? | ARC
Mar 20, 2025
Art Werner: Maximize Retirement Contributions for 2025 | Quick Tax Tip
Mar 19, 2025
Luke Templin: Lose Your Perfectionist Gene | The Disruptors
Mar 18, 2025
Why Accounting Qualifications Matter More Than Ever | Accounting Influencers
Mar 17, 2025
Steve Yoss: Transform Financial Data into Actionable Insights with Power BI | Quick Tech Talk
Mar 17, 2025
AICPA Leader Outlines the Future of the Profession | Gear Up for Growth
Mar 14, 2025
What Keeps Accountants in Public Accounting? Research Unpacks Key Retention Factors | Know-How Korner
Mar 13, 2025
Ira Rosenbloom: M&A Numbers Are Easy - Culture Fit Is Hard | The Disruptors
Mar 11, 2025
Steve Yoss: Why CPAs Should Up Their Skills with AI | Quick Tech Talks
Mar 10, 2025
Sarah Elliott: How Conscious Leadership Secures Independence
Mar 07, 2025
Building a Thriving Company Against All Odds | ARC
Mar 06, 2025
Roman Villard: Ditch the Suit & Create a Firm Where Authenticity Thrives | The Disruptors
Mar 04, 2025
Randy Johnston Unpacks the Opportunities and Risks with AI | Accounting Influencers
Mar 03, 2025
Steve Yoss: Cybersecurity Essentials for Modern Accounting Firms | Quick Tech Talks
Mar 03, 2025
Embrace Change or Risk Obsolescence | Accounting Influencers
Mar 01, 2025
Bill Sheridan: Why Firms Must Adapt or Be Left Behind | Gear Up For Growth
Feb 28, 2025
Are We Ready for the Hidden Risks of AI in Accounting? | ARC
Feb 27, 2025
Art Werner: Unlock Smart Giving Strategies | Quick Tax Tip
Feb 26, 2025
Monique Swansen: Align Firm Values with Services | The Disruptors
Feb 25, 2025
Steve Yoss: Training Staff to Recognize Fraud Indicators | Quick Tech Talks
Feb 24, 2025
Amy Vetter: Strategies for Transforming Workplace Culture in Accounting Firms | Gear Up For Growth
Feb 21, 2025
The Research Imperative: Why Data Drives Accounting Success| ARC
Feb 20, 2025
Art Werner: It’s Not Too Late to Help Clients Reduce Their Tax Burden | Quick Tax Tip
Feb 19, 2025
Tina McGill: How to Create Lasting Client Impact | The Disruptors
Feb 18, 2025
Steve Yoss: Mastering Excel Integration and Enhanced Productivity | Quick Tech Talks
Feb 17, 2025
Mark Fritz: Leadership Lessons for Today's World | Accounting Influencers
Feb 15, 2025
Tim Allen: How Serendipitous Specialization Led to Success | Gear Up for Growth
Feb 14, 2025
Student Turns Tables on Thought Leaders | ARC
Feb 13, 2025
Alan Anderson: Applying JIT Concepts to the Audit Process
Feb 12, 2025
Stefan van Duyvendijk: Develop Operational Mindset | The Disruptors
Feb 11, 2025
Steve Yoss: Unlocking Business Insight with Power BIs | Quick Tax Tip
Feb 10, 2025
Jean Caragher: Fire Clients Who Don't Tick Your Boxes | Accounting Influencers
Feb 08, 2025
Breaking the Billable Hour | Gear Up For Growth
Feb 07, 2025
How Coaching Can Unlock Professional Success| ARC
Feb 06, 2025
Steve Evans: Why Traditional Hiring Methods Fail | The Disruptors
Feb 04, 2025
Steve Yoss: How Powered BI Connects with Data Sources | Quick Tech Talks
Feb 03, 2025
Diversity and Technology Take Center Stage in Accounting Debate | Accounting Influencers
Feb 01, 2025
Kristen Rampe: Accountability and Simplicity in Partner Compensation Drive CPA Firm Growth | Gear Up For Growth
Jan 31, 2025
Demystifying Accounting Governance | ARC
Jan 30, 2025
Art Werner: Beneficial Ownership and Control | Quick Tax Tip
Jan 29, 2025
Roger Knecht: Can You Be an Accountrepreneur? | The Disruptors
Jan 28, 2025
Katie Tolin: Listen to What the Market's Telling Us | Capstone Conversations
Jan 27, 2025
Jennifer Harrity: ESG Unlocks Accounting Opportunities | Gear Up For Growth
Jan 24, 2025
Top 10 Red Flags to Watch for in Accounting Offices | ARC
Jan 23, 2025
Art Werner: Corporate Transparency Act and FinCEN Reporting | Quick Tax Tip
Jan 22, 2025
Beth Whitworth: Focus on Outcomes Not Hours | The Disruptors
Jan 21, 2025
Steve Yoss: Boost Security with MFA | Quick Tech Talks
Jan 20, 2025
Jason Blumer: Serving Your Team Is the Ultimate Leadership Strategy | Gear Up For Growth
Jan 17, 2025
Private Equity as a Catalyst for Growth | ARC
Jan 16, 2025
Art Werner: Due Diligence and the IRS Enforcement | Quick Tax Tip
Jan 15, 2025
Mike Sylvester: Learn to Say No | The Disruptors
Jan 14, 2025
Jason Staats: It's Time for a Re-Think | Accounting Influencers
Jan 11, 2025
Steve Yoss: AI's Power in Assurance Services | Quick Tech Talks
Jan 09, 2025
Breaking the Burnout Cycle in Accounting | ARC
Jan 08, 2025
Salim Omar: Identify Your Client's $100,000 Problem | The Disruptors
Jan 07, 2025
From Strategy to Leadership: How Marketing Is Reshaping the Accounting Profession | Capstone Conversations
Jan 06, 2025
Art Werner: Busy Season Predictions for 25-26 | Quick Tax Tip
Jan 02, 2025
Accounting in Transition: Reflections on 2024 and the Road Ahead | ARC
Dec 29, 2024
Katie Lyles: Marketing Triumphs Amid Chaos | Capstone Conversations
Dec 23, 2024
Michael King: The Rise of Fractional CFOs Provides Challenges and Opportunities | Accounting Influencers
Dec 20, 2024
Steve Yoss: Automating Data Entry Reconciliations with AI | Quick Tech Talks
Dec 19, 2024
Ron Baker: Transformative Visions for the Accounting Profession | ARC
Dec 18, 2024
Jackie Meyer: Earn More with Fewer Clients | The Disruptors
Dec 17, 2024
Lauren Clemmer: Confidence, Collaboration, and the Future of Accounting Marketing | Capstone Conversations
Dec 16, 2024
Susan Bryant: Set Boundaries and Elevate Client Services for Better Results | Accounting Influencers
Dec 14, 2024
Angie Grissom: Inspiration for the Next Generation of Accountants – From a Non-Accountant | ARC
Dec 11, 2024
Jack Flaherty: Don't Be a 'Yes' Person | The Disruptors
Dec 10, 2024
Sarah Dobek: How Curiosity and Problem-Solving Propel Success in Accounting Marketing | Capstone Conversations
Dec 09, 2024
Art Werner: How to Turn Tax Prep into Tax Advisory | Quick Tax Tip
Dec 08, 2024
Ed Kless: Accounting Must Innovate Beyond Technology | Accounting Influencers
Dec 07, 2024
August Aquila: Getting Profits from Marketing | Gear Up for Growth
Dec 06, 2024
Art Werner: Navigating Business Structure Decisions Amid Tax Law Changes | Quick Tax Tip
Dec 05, 2024
CPA Trendlines - The Center for Accounting Transformation - Accounting ARC - Ep 24_Is Accounting Really STEM?
Dec 04, 2024
Tom Wheelwright: If It's Not Fun, Rethink Client Service | Accounting Influencers
Nov 30, 2024
Gary Shamis: Strategy Is Easy. Execution Is Key | Gear Up for Growth
Nov 29, 2024
Rose Wang: Where Numbers Meet Strategy and Creativity | Accounting ARC
Nov 27, 2024
Greg Adams: From Finance to Storytelling | The Disruptors
Nov 26, 2024
Glen Carmichael: Leadership Sets the Tone for Marketing Success | Capstone Conversations
Nov 25, 2024
Gary Shamis: When It Comes to PE, Young Partners Should Proceed Cautiously | Accounting Influencers
Nov 23, 2024
Unlocking the Secrets to Smart Growth with Alan Whitman | Gear Up For Growth
Nov 22, 2024
TikTok Fraud Exposes Gaps in Financial Literacy | Accounting ARC
Nov 20, 2024
Jody Padar: Make Radical Changes Now If You Want to Be Relevant in 2030 | The Disruptors
Nov 19, 2024
Stacy Dreher: Scaling Marketing Excellence for CPA Firms | Capstone Conversations
Nov 18, 2024
Bailey Parnell: Why Accountants Must Master Soft Skills in a VUCA World | Accounting Influencers
Nov 16, 2024
Art Werner: Preparing for the Tax Cuts and Jobs Act to Expire | Quick Tax Tip
Nov 14, 2024
How Accounting Pros Own the Stage in Public Speaking | Accounting ARC
Nov 13, 2024
Greg Kyte: Being a CPA is Like Being the Marie Kondo of Numbers | Accounting ARC
Nov 12, 2024
Rebecca Driscoll: Amplify Reach by Helping Other Firm Owners | The Disruptors
Nov 12, 2024
Becca Johns: How Rea CPAs Is Pushing into Advisory | Capstone Conversations
Nov 11, 2024
Ed Warren: Have Difficult Conversations to Grow Your Business | Accounting Influencers
Nov 09, 2024
Rory Henry: Create the Return on Relationship | The Disruptors
Nov 05, 2024
Lucas LaChance: Revenue Generation through Digital Marketing | Capstone Conversations
Nov 04, 2024
Reinventing Accounting: A Lawyer’s Perspective on Industry Disruption | Accounting ARC
Nov 03, 2024
Kate Johnson: How Accountants Can Grow with Video | Accounting Influencers
Nov 02, 2024
Revolutionizing Ethics Education in Accounting: Expanding Beyond the Basics | Accounting ARC
Oct 30, 2024
Mike Maksymiw: Be the Leader You Wish You Had | The Disruptors
Oct 29, 2024
Alex Drost: Firms Must Be Scrappy to Compete with PE-Backed Competitors | Gear Up For Growth
Oct 27, 2024
Donny Shimamoto: Defining Accounting Transformation | Accounting Influencers
Oct 27, 2024
Bailey Lenart: From Ledger Sheets to Transformational Change | Accounting ARC
Oct 23, 2024
Terrell Turner: Build a Solid Business Showing Up as Yourself | The Disruptors
Oct 22, 2024
Kristen Lewis: The Biggest Challenge Marketing Accounting Firms | Capstone Conversations (Jean Caragher)
Oct 21, 2024
Tim Brackney: Don't Blame Private Equity. Blame the Accountants | Accounting Influencers
Oct 19, 2024
Sarah Cirelli: Launching the 'SWAT' Plan at Grassi CPAs | Capstone Conversations
Oct 15, 2024
Richard Kopelman: Aprio's Plans for Global Conquest | Accounting Influencers | Part 2 of 2
Oct 12, 2024
Richard Kopelman: Inside Aprio's Bold Makeover | Accounting Influencers | Part 1 of 2
Oct 12, 2024
Katie Thomas: How to Recruit the Best, Organically | Gear Up For Growth
Oct 12, 2024
Election Politics: What CPAs Need to Know about Tax Policies | Accounting ARC
Oct 09, 2024
How CSR Drives Consumer Behavior with Jeff Joireman | Know-How Korner
Oct 03, 2024
Kelly Mann: Be the Bull in the China Shop | The Disruptors
Oct 01, 2024
Korby Boswell: Three Pieces of Advice for CPA Firm Managing Partners | Capstone Conversations
Sep 30, 2024
Kristin Murray & Jennifer Wilson: Best People Practices for Smail Firms | Gear Up For Growth
Sep 27, 2024
Leadership for the Future: Stakeholders, Sustainability, and Strategic Vision | Accounting ARC
Sep 25, 2024
Alicia Katz Pollock: Create a Human-Centric Business | The Disruptors
Sep 24, 2024
Joe Kovacs: Why the Digital Brand Experience is Essential | Capstone Conversations
Sep 23, 2024
Mike Sylvester, Ryan Pulice: The Joys of Firing Bad Clients | Gear Up For Growth
Sep 20, 2024
BYU Students Launch TechHub Accounting Ed Platform | Know How Korner
Sep 19, 2024
Nancy McClelland: Be the One Your Clients Ask First | The Disruptors
Sep 17, 2024
Carrie Steffen: The Two New Superpowers Leaders in Accounting Didn't Know They Needed | Capstone Conversations
Sep 16, 2024
Brenda Sleeper: The Journey to the Hall of Fame | Capstone Conversations
Sep 16, 2024
How to Future-Proof the Accounting Profession | Accounting Influencers
Sep 15, 2024
Tom Hood: When Your Mindset Is Your Biggest Problem | Gear Up for Growth
Sep 13, 2024
In-Person Conferences Still Crucial for Accounting Professionals | ARC
Sep 12, 2024
Alan Whitman: Stop Accepting the Status Quo | The Disruptors
Sep 10, 2024
Bethany Silvis: Success begins with Trust | Capstone Conversations
Sep 09, 2024
Joey Havens: The Role Culture Plays in Firm Growth | Gear Up for Growth
Sep 06, 2024
Art Werner: Post-Mortem Estate Planning | Quick Tax Tip
Sep 05, 2024
Steve Yoss: An Accountant's Detailed Guide on Databases, Integration, and Data Sharing | Quick Tech Talk
Sep 05, 2024
Non-Accountants in Accounting: A Game-Changer for the Profession | ARC
Sep 04, 2024
Sean Duncan: Discover Your Own Genius | The Disruptors
Sep 03, 2024
Rubik Yeriazarian: Small Firms, Big Opportunities in Forensics | Accounting ARC
Aug 29, 2024
Allison Schlegelmilch: Leadership Lessons from Firm Mergers | Capstone Conversations
Aug 26, 2024
Allan Koltin: How Small Firms Battle PE-Powered Competitors | Gear Up for Growth
Aug 23, 2024
Art Werner: Estate Planning For Non-Traditional Clients | Quick Tax Tip
Aug 22, 2024
Steve Yoss: Charting, Graphing, and Mapping Data Made Easy | Quick Tech Talk
Aug 22, 2024
Ingrid Edstrom: True Wealth is Not Financial | The Disruptors
Aug 22, 2024
AI Will Steal Your Job. And That's a Good Thing | Accounting ARC
Aug 21, 2024
Caleb Jenkins: Firm Growth Requires Owners to Shift Roles
Aug 15, 2024
Steve Yoss, Quick Tech Talk: Connect, Transform, and Analyze Data Like a Pro with Power Query Basic
Aug 15, 2024
The Right Kind of Lazy: Innovative Approaches to Streamlining Workflows | Accounting ARC
Aug 14, 2024
Accountants in Pop Culture: Myths, Realities, and Stereotypes - Accounting ARC
Aug 08, 2024
Jody Grunden: Be Different. Make More Money.
Aug 03, 2024
Dawn Brolin: Grow Your Firm By Shrinking It
Aug 02, 2024
Chris Hervochon: Be the Leader You Want to Work For
Aug 02, 2024
Accounting ARC: Exploring AI's Role in Modern Accounting
Aug 01, 2024
Archos Advisors: A Structured Approach to Change Management
Aug 01, 2024
Rosenbloom: Don't Merge for the Money
Jul 30, 2024
Quick Tech Talks with Steve Yoss: Automation for Accountants
Jul 29, 2024
150 Hours Revisited: The Profession Needs a Facelift
Jul 28, 2024
Accounting ARC: Where in the World Are You Seeing This?
Jul 27, 2024
Adam Lean: Get Out of the Accountant’s Trap
Jul 23, 2024
Vimal Bava: Grow in Your Journey; Don’t Just Go Through It
Jul 23, 2024
Randy Crabtree: Stress Management for Overworked Accountants
Jul 22, 2024
Tax Chat: Eric Green Reveals The Tax Rep Guide to Tax Season
Jul 20, 2024
Steve Yoss, Tech Talk: Data Integrity for a Digital World
Jul 20, 2024
Geraldine Carter: Why Charging More Is Better for Your Clients
Jul 13, 2024
Accounting ARC: Decoupling DEIB - A Nuanced Approach with Jina Etienne
Jul 09, 2024
Jody Grunden Says Subscription Pricing Plays a Game Changer
Jun 27, 2024
Accounting ARC: Breaking Barriers - How Becky DuPree's Love for Data Analytics and Her Identity Shaped Her Professional Path
Jun 22, 2024
Steve Yoss, Tech Talk: Blockchain and Regulatory Compliance for Tax, Accounting and Finance Professionals
Jun 19, 2024
Accounting ARC: Forecasting Finance & the 2034 Accounting Landscape
Jun 16, 2024
Fogelman: Stop Undercharging and Be Client-Centered
Jun 15, 2024
Steve Yoss, Tech Talk: A.I. Automation Tools for Tax, Accounting and Finance Professionals
Jun 12, 2024
Accounting ARC: Busting the Big 4 Myth
Jun 11, 2024
Brannon Poe: Grow Your Business by Preparing to Let it Go
Jun 06, 2024
Geni Whitehouse: Conquering Client Chaos
Jun 05, 2024
Steve Yoss, Tech Talk: The Power in Microsoft Power BI for Tax, Accounting and Finance Professionals
Jun 05, 2024
Steve Yoss, Tech Talk: Cloud Computing for Tax, Accounting and Finance Professionals
May 29, 2024
Top Ten Strategies for Effective Management and Organizational Growth - Accounting ARC, Ep. 4
May 28, 2024
Quick Tech Talks with Steve Yoss: When A.I. Does the Heavy Lifting for Tax, Accounting and Finance Professionals
May 22, 2024
Disruptors: Chase Birky Builds the Anti-CPA Firm
May 14, 2024
Steve Yoss, Tech Talk: The New Regulatory Framework for Accounting and Finance Professionals
May 11, 2024
Steve Yoss, Tech Talk: The Accountant Jobs A.I. Will Replace in Tax, Accounting and Finance
May 08, 2024
Accounting ARC: Unraveling the Collapse of Silicon Valley Bank
May 06, 2024
Steve Yoss, Tech Talk: How to Rescue the Shrinking Tax, Accounting and Finance Profession
May 05, 2024
TRAILER: Steve Yoss, Tech Talk: This Is Steve Yoss. From cpatrendlines.com
May 03, 2024
On a Mission: Introducing Accounting, Reaction, Comedy
Apr 29, 2024
Blumer CPAs: Move Leaders Out of Client Service
Mar 07, 2024
Scharrell Jackson: Lead with Diversity of Thought
Mar 05, 2024
Brandon Hall: Firms Try to Make Too Much on Tax Prep
Mar 03, 2024
Amber Setter: Coaching Helps Resolve the Tension Between Safety and Purpose
Feb 29, 2024
James Graham: Doubling the Firm with CFO Services
Nov 02, 2023
Karen Reyburn: Not MORE Clients, BETTER Clients
Oct 30, 2023
Giles Pearson: Swap Experience for Education
Oct 23, 2023
Is This When Accountants Start Taking Freshbooks Seriously?
Oct 19, 2023
Harper & Company CPAs: You help clients build their ideal business. Why can’t you do it for yourself?
Oct 16, 2023
Jina Etienne: Practice Fearless Inclusion
Oct 06, 2023
Jason Deshayes: What We're Doing Isn't Working
Sep 11, 2023
Heather Satterley: You've Got to Meet People Where They Are
Sep 04, 2023
Adrian Hong: Necessity Can Make You an Expert
Aug 29, 2023
Bill Penczak: Stop Forcing Smart People to Do Stupid Work
Aug 28, 2023
Sandra Wiley: If you have the right culture, you'll find the right people.
Aug 21, 2023
Which is Better: A Year of Education or A Year of Experience? Featuring David Bergstein and Steven Sacks
Aug 13, 2023
Getting Real: Accounting Tech Decisions You Need to Make Today
Aug 08, 2023
The Disruptors: Al Anderson on The New Manifesto for Audit
Jul 23, 2023
Scott Scarano: First, Grow People. Then Firm Growth Can Follow
Jul 17, 2023
Ira Rosenbloom: With M&A, Nobody Wants a Fixer-Upper
Jul 13, 2023
Jody Padar: Build a Practice that Works for You, Not Vice-Versa.
Jul 10, 2023
Peter Margaritis: Communication is key but can be harder to teach.
Jun 19, 2023
BONUS EPISODE: Robert Fligel Explains How Private Equity Is Impacting the Profession
Jun 05, 2023
Joe Montgomery: Find the Sweet Spot of the Right Clients, Right Services and Right Prices
May 31, 2023
Ryan Lazanis: Build the Firm that Suits Your Lifestyle
May 22, 2023
Marie Greene: With Staffing, Lose Bad Apples Before Ruining the Bunch
May 16, 2023
Menlo Innovations: Improve Office Culture by Overhauling Internal Reviews
May 08, 2023
Megan Genest Tarnow: Hire for Curiosity Rather Than Compliance
May 01, 2023
Twyla Verhelst: Firms Must Get Creative to Compete
Apr 18, 2023
Donny Shimamoto: Future Firm Growth Requires a Mindshift
Apr 17, 2023
Hitendra Patil: No New Tech. No New Growth.
Apr 17, 2023
Transformation Talks with Chase Birky: Firms waste time and money recreating the wheel.
Apr 10, 2023
Transformation Talks with Dustin Wheeler: Tech advisors can revolutionize your team.
Mar 28, 2023
The Disruptors with Heather Smith: Try Not Growing Your Business
Mar 27, 2023
Jackie Meyer: Be a problem solver, not a number cruncher.
Mar 21, 2023
Transformation Talks with Dustin Verity: Keep an Open Mind and Constantly Learn
Mar 16, 2023
Clayton Oates: One Way to Keep Clients for Life
Feb 17, 2023
Ron Baker: Monetize the Relationship, Not the Transaction.
Feb 10, 2023
Randy Crabtree: Follow These 3 Rules to Keep Employees Happy
Feb 10, 2023
Kenji Kuramoto: Kill the 40-hr work week, online pricing and other archaic accounting etiquettes.
Jan 26, 2023
Chad Davis: You have an infinite canvas of opportunities to add more joy to your firm.
Jan 13, 2023
Aynsley Damery: Rethink the 80:20 rule, because the 80% are likely stealing from you.
Dec 21, 2022
Work Less, Earn More: Build the Accounting Firm of Your Dreams
Dec 12, 2022
Donny Shimamoto: Future Firm Growth Requires a Mindset Shift
Dec 01, 2022
Jennifer Wilson: Empower Young Workers to Build the Firm Everyone Loves
Nov 28, 2022
Mike Whitmire: Re-Think Your Hiring and Training Practices
Nov 23, 2022
Ed Kless: Clients Don’t Want Outputs. They Want Outcomes!
Nov 13, 2022
Seth Fineberg: Your Classic Business Model Won’t Allow Growth
Oct 26, 2022
The Six Pillars for Finance Transformation with Chris Ortega
Oct 14, 2022
CSR for CPAs: The Missing Ingredient
Oct 06, 2022
O.D. Lanier: The Four – or Five – Steps for Moving into Consulting
Sep 28, 2022
Hector Garcia: How Niche Knowledge Drives Success
Sep 21, 2022
Career Advice and Success Planning for Accountants from Mike Maksymiw
Sep 13, 2022
Disruptor: Jason Staats Shakes Up the Status Quo
Sep 09, 2022
Innovation Insights: Early Adopters Gain the Edge in Audit
Sep 03, 2022
From Tax to Transformation
Aug 26, 2022
The Disruptors: Penny Breslin on Facing Your Staffing Challenges Head-On
Aug 15, 2022
Episode 421: Thinking Smart about New Tech: Byron Patrick
Aug 03, 2022
Episode 420: The New Role of Artificial Intelligence in Rev Rec and Lease Accounting
Jul 28, 2022
Episode 419: Why the Future of Audit Is in Risk Advisory
Jul 15, 2022
Episode 418: How Auditors Can Improve Efficiency and the Budget
Jul 15, 2022
Episode 417: CPA Subscription Services: Is This Approach Here to Stay?
May 08, 2022
Episode 416: The Disruptors: Why Doing Nothing Is Not an Option, with Rob Brown
May 06, 2022
Episode 415: The Seller's Guide to Getting the Best Price for Your Firm
Apr 29, 2022
Episode 413: The Disruptors: Blake Oliver Sees a Ponzi Scheme Ready for Collapse
Apr 19, 2022
Episode 412: The Disruptors: Martin Bissett Argues for the "Commercialization" of the Tax and Accounting Profession
Apr 08, 2022
Episode 411: The Disruptors: Brannon Poe Rejects the Status Quo
Apr 01, 2022
Episode 410: Disruptors: Accounting Nerds, Tap into Your Secret Super Powers
Mar 28, 2022
Episode 408: How Private Equity Changes Everything
Mar 19, 2022
Episode 407: How FinTech Billions Are Re-Making the Accounting Business, with Rick Telberg for CPA Trendlines
Mar 12, 2022
Episode 406: Matt Wilkinson: Think Small to Think Big – The Disruptors with Liz Farr for CPA Trendlines
Mar 09, 2022
Episode 409: Your Sales Tax Compliance Headaches Are Only Just Beginning
Mar 08, 2022
Episode 405: Corey Schmidt on Re-Inventing Your Firm – The Disruptors with Liz Farr for CPA Trendlines
Mar 05, 2022
Episode 404: Geraldine Carter: Saving Accountants from Themselves – The Disruptors with Liz Farr for CPA Trendlines
Feb 14, 2022
Episode 403: Re-Inventing the Accounting Firm with Tyler Anderson – The Disruptors with Liz Farr for CPA Trendlines
Jan 28, 2022
Episode 402: Closing the Sale, with Sarah Dobek and Ty Hendrickson
Jan 19, 2022
Episode 401: The Disruptors: New Padgett COO Amanda Aguillard Explains How to Scale
Jan 13, 2022
Episode 51: Offshoring and Outsourcing, with Shawn Parikh
Dec 27, 2021
Episode 50: Diving for Dollars with Data, with Brian Suthoff
Dec 24, 2021
Episode 49: Blockchain 101: Implications for Accounting Firms, with John Shaw
Dec 21, 2021
Episode 48: The Keys to Better Client Relations, with Jeff Pawlow
Dec 18, 2021
Episode 47: How to Hire the Best, with Josh Fisher
Dec 15, 2021
Episode 46: Staffing in the Age of COVID, with Pasha Malick
Dec 12, 2021
Episode 45: Fighting the Staffing Crisis in Accounting, with Lee Cohen
Dec 09, 2021
Episode 45: What Works in Staffing Today, with Todd Hockenberry
Dec 06, 2021
Episode 44: How Covid Impacts Global Recruiting, with Dan Tyer, Author of Inbound Organization
Dec 03, 2021
Episode 44: Growing Revenue Through Client Service, with Sarah Dobek and Ty Hendrickson
Nov 30, 2021
Episode 43: How Covid Changes Recruiting, with Ronald Kranzler
Nov 26, 2021
Episode 42: Lease Accounting Gets Real, with Ane Ohm, LeaseCrunch
Nov 25, 2021
Episode 41: EisnerAmper CEO Explains the Firm's Private Equity Deal
Nov 22, 2021
Episode 2: Flash Briefing: A “Call to Arms” after Private Equity Deal
Nov 14, 2021
Episode 1: Google Ad Tips for Accountants with Becky Livingston
Oct 07, 2021
Episode 4: IRS Notice 2021-29 “drops a bomb” on the Employee Retention Credit.
Aug 27, 2021
Episode 3: Bradley Burnett: "Brand spanking new!" IRS Notice N-2021-49 on the Employee Retention Credit, with Rick Telberg for CPA Trendlines
Aug 05, 2021
Episode 2: Pasha Mailk: Four Ways to Beat the Staffing Shortage, with Richard Rothstein for CPA Trendlines
Aug 03, 2021
Episode 35: Many Cosme: Hiring for Small Accounting Firms in the COVID Age
Jul 31, 2021
Episode 33: Staffing: Ed Gattis from Parabellum System talks to Richard Rothstein for CPA Trendlines
Jul 26, 2021
Episode 1: Gary Cokins on Predictive Accounting with Steven Sacks
Jul 02, 2021
Nancy Fox: Winning the Mind Game of Success
Apr 29, 2021
Gary Cokins on The Truth about Activity-Based Costing with Steven Sacks for CPA Trendlines
Apr 19, 2021
Episode 29: Jill Cagliostro on When Cyber-Crime Hits Close to Home, with Steven Sacks
Apr 12, 2021
Episode 28: James Lopiccolo on Selling Service, Not Hours, with Steven Sacks
Apr 06, 2021
Episode 27: David Bergstein on Leveraging Knowledsge, Not Just Process
Mar 28, 2021
Steven Braunstein: Learning How to Lunch Online
Mar 12, 2021
Episode 25: Gary Cokins: Mythbusting Performance Management
Feb 01, 2021
Frank Stitely on How COVID Changes Recruitment, with Richard Rothstein
Jan 05, 2021
Rethinking Workflows in a Work-from-Home World with Ian Vacin of Karbon and Matt Solomon of
Dec 18, 2020
Bill Carroll on The Art & Science of Hiring, with Matt Solomon for CPA Trendlines
Dec 18, 2020
Blockchain 101 for Business, featuring Jack Shaw
Dec 04, 2020
David Bergstein - What's a Bot?
Nov 13, 2020
Adam Batchelor & John Higgins - PICPA acquires CPA Crossings, LLC
Oct 18, 2020
Hitendra Patil - Success Factors in the Age of Covid (CAS Webinar)
Oct 09, 2020
Robert Fligel: COVID Infects CPA Firm M&A Deals
Oct 05, 2020
David Bergstein: Your Competition Isn't Who You think It Is
Oct 02, 2020
Eileen Kennedy on Managing Client Experience in the Covid Age
Aug 16, 2020
Stephen Nelson on Three Hidden Surprises in PPP Loan Forgiveness
Aug 16, 2020
Judy Trepeck on How to Think Beyond Accounting
Aug 13, 2020
Bill Reeb talks with Steven Sacks on Management in the COVID Era
Jul 27, 2020
Gabby Luoma on the Covid Crisis
Jul 19, 2020
Katye Maxson-Landis [Cannabis CPA]
Sep 12, 2019
Zach Gordon, NYSSCPA Cannabis
Sep 12, 2019
[The Cannabis CPA] Ben Curren of Green Bits
Jun 24, 2019
[The Cannabis CPA] Sean Robinson, Tebaja Consulting
Jun 22, 2019
[The Cannabis CPA] Cristina Garza, CannaComply
Jun 22, 2019
[The Cannabis CPA] Matt Karnes, Greenwave Consultants
Jun 22, 2019
[The Cannabis CPA] Laura Durham, Kind Accounting
Jun 21, 2019
[The Cannabis CPA] Rich Wortmann, Leading the Way in Pa.
May 21, 2018
[The Cannabis CPA] John Repetti and Mitzi Hollenbeck of Citrin Cooperman
May 21, 2018
[The Cannabis CPA] Jim Marty and Cory Parnell of Bridge West CPAs
May 21, 2018