CPA Trendlines Podcasts

By CPA Trendlines

Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.

Image by CPA Trendlines

Category: Business News

Open in Apple Podcasts


Open RSS feed


Open Website


Rate for this podcast

Subscribers: 1
Reviews: 0
Episodes: 131

Description

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
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
Chris Vanover: Question the Why, or Stay with the Status Quo
Oct 05, 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] Alex Glueckler, Silver Leaf CBC
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