CPA Trendlines Podcasts
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.
Episodes
Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.
Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn More
Poe Group Advisors is the premier accounting practice intermediar...
Five steps turn vision into execution.
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
On the latest episode of “Gear Up for Growth,” host Jean Caragher interviews Matt Rampe, partner at Rosenberg Associates and author of the forthcoming book, "CPA Firm Strategic Planning: Your Roadmap for Long-Term Success," about how accounting firms can move beyond ad-hoc retreats to a disciplined, accountab...
Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.
Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn More
Poe Group Advisors is the premier accounting practice intermediar...
A shutdown halts processing, piles up invoices, and leaves contractors and nonprofits fronting the float.
Accounting ARC
With Liz Mason, Byron Patrick, and Donny Shimamoto
Center for Accounting Transformation
When the federal government shuts down, headlines focus on politics. But behind every furlough and frozen budget lies a deeper story—one told through accounting cycles, payroll ledgers, and cash flow reports.
Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.
Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn More
Poe Group Advisors is the premier accounting practice intermediar...
Grunt work is no longer the rite of passage.
It's Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines
The accounting profession is undergoing a profound transformation. As artificial intelligence (AI) and outsourcing become central to firm operations, questions abound: Will there be enough meaningful work left for new accountants? Do I even need graduate accountants? Or, more optimistically,...
Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.
Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn More
Poe Group Advisors is the premier accounting practice intermediar...
RISE2040 challenges the accounting profession to stop reacting and start shaping its own future.
The Disruptors
With Liz Farr
What will the future of accounting be like? As listeners to The Disruptors know, I’ve been asking accountants about their predictions for the state of accounting in ten years. However, a new initiative from the AICPA and CIMA, RISE2040, is taking that further by asking accountants w...
Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.
Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn More
Poe Group Advisors is the premier accounting practice intermediar...
Keep people first, purpose clear, and culture intact.
MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines
In the latest MOVE Like This, host Bonnie Buol Ruszczyk sits down with?Stacie Kwaiser, CPA, CEO of Rehmann, to discuss her nearly 30-year journey with the firm and the values that continue to shape its culture. Kwaiser reflects on her start in public accounting at Coopers & Lybrand before jo...
Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.
Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn More
Poe Group Advisors is the premier accounting practice intermediar...
Is the next big opportunity across the street...or right where you already are?
Accounting Influencers
With Rob Brown
Post-pandemic, accounting professionals saw record pay increases just for changing employers.
However, as economic conditions tighten and median pay raises for job switchers fall from roughly 7% to just over 4%, the calculus is changing. The latest episode of the Accounting Influence...
Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.
Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn More
Poe Group Advisors is the premier accounting practice intermediar...
Great firms are built, not bought.
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
In this episode of Gear Up for Growth, host Jean Caragher sits down with Jeffrey Weiner, former CEO and Chairman of Marcum LLP and current Senior Advisor at CBIZ. Weiner shares candid insights from his 40-year leadership journey, explaining how a Long Island accounting firm with seven employees and $300,000 in revenue became a $...
Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.
Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn More
Poe Group Advisors is the premier accounting practice intermediar...
Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.
Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. View testimonials.
Poe Group Advisors is the premier accounting practice in...
CPAs translate fame into cash flow, contracts, and accountability.
Accounting ARC - Student-Led Conversations
With Harshita Multani
Center for Accounting Transformation
In a special episode of Accounting ARC: Student-Led Conversations, student host Harshita Multani interviews Jeff Frable, CPA, CGMA, a partner at CCK Strategies in Tulsa, Okla.; Aurmaudra Bradley, CPA, president of the NABA Indianapolis Chap...
Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.
Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. View testimonials.
Poe Group Advisors is the premier accounting practice int...
“Being efficient got me more work, not more money. So I left.”
Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines
When Mike Maksymiw, executive director of the Aprio Firm Alliance, walked away from a $500,000-a-year partner role without another job lined up, he wasn’t chasing a title - he was chasing alignment.
In this episode of the Big 4 Transparency, host Dominic Piscopo welcomes ...
Reward curiosity, encourage experimentation, and involve the team in every step of firm transformation.
The Disruptors
With Liz Farr
Like many guests on The Disruptors, Tony Proctor didn’t start out as an accountant. His firm, Proctor and Associates, started as a side hustle in 2007 when he was working in IT management. As a testament to the client service focus of his tech-forward firm, his very first pai...
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