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