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
Collaboration, transparency, and independence drive BeachFleischman’s growth.
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
When most people picture a CPA firm CEO, they don’t envision a former marketing director in the big chair.
That’s exactly what makes Eric Majchrzak worth listening to.
Majchrzak, CEO and Principal of BeachFleischman—Arizona’s largest locally owned CPA firm ...
Use hope to shift stress, strengthen culture, and keep talent.
Know-How Korner
With Donny Shimamoto
Center for Accounting Transformation
Know How Korner, hosted by Donny Shimamoto, aims to translate peer-reviewed findings into practical actions for firms. In a recent episode, Shimamoto interviews Dr. Katelynn Hopson, assistant professor of accounting at Arkansas Tech University, whose dissertation quantifies a deceptivel...
The deduction's previous cap of $10K jumps to $2.5M.
Quick Tax Tip
With Art Werner
CPE Today
If you thought Section 179 was already generous, buckle up. Tax guru Art Werner is back with a Quick Tax Tip that dives into one of the most business-friendly changes proposed in the “Big, Beautiful Bill” — a massive, permanent expansion of the Section 179 expensing limit to $2.5 million.
Fieldguide’s AI rewrites the rules that have held audit back for decades.
The Disruptors
With Liz Farr
Like many auditors, Jin Chang didn’t enjoy the manual work. “Why did I get a four-year degree to do this matching exercise between evidence and samples being tested?” he recalls thinking. “Why aren’t machines doing this better and faster?”
So he founded Fieldguide, “the platform I wished I had, and the AI agents th...
The most dangerous day of retirement is a psychological challenge more than a financial one.
By Rory Henry CFP®, BFA™
For CPA Trendlines
When most people think about retirement planning, they picture spreadsheets and savings targets. But as Dan Haylett, author of The Retirement You Didn’t See Coming and host of the Humans vs. Retirement podcast, explains, the real challenge of retirement is not mathematical—it’s psyc...
Success depends on making deliberate choices.
It's Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines
Client Advisory Services (CAS) remain the strongest revenue driver for accounting firms. Yet, building a thriving CAS practice goes far beyond adding bookkeeping or management reporting to your services. Success depends on how you select clients, manage teams, communicate va...
Smarter, shorter, and more focused podcasts help firm leaders turn listening time into a competitive edge.
Accounting Influencers
With Rob Brown
In today’s crowded attention economy, time is the rarest currency. Every minute you spend consuming content needs to work for you. That’s why accounting leaders are turning to podcasts—not as entertainment, but as a professional advantage.
In this episode o...
When you're too tired to lead, step aside.
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
“Leaders who realize they’re too tired to keep managing change should recognize that it might be time to transition to somebody who has that energy,” says Carrie Steffen, CEO of the Iowa Society of CPAs, during her appearance on Gear Up for Growth, hosted by Jean Caragher of Capstone Marketing. “The longe...
Price discrimination segments customers by what they value most.
Accounting ARC - Student-Led Conversations
With Harshita Multani
Center for Accounting Transformation
On Accounting ARC – Student-Led Conversations, host Harshita Multani interviews Ron Baker—author, educator, and sought-after speaker—about price discrimination and the psychology behind everyday pricing. Across coffee shops, hotels, strea...
“We didn’t plan to build a 100-person firm. We just wanted to work for ourselves.”
Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines
What does it take to build one of Canada’s fastest-growing cloud accounting firms? In this episode of the Big 4 Transparency, host Dominic Piscopo sits down with Mike Pinkus, co-founder of ConnectCPA and host of the Growth Tales podcast, to unpack the bootstrapped...
Measuring impact—not hours—creates happier teams, better clients, and a stronger profession.
The Disruptors
With Liz Farr
What will it take to kill the billable hour? Chris Vanover, founder of CPAClub, believes it’s not only “outdated and archaic,” but that today’s age of AI and automation “is a recipe for the death of the billable hour.”
- MORE STREAMING: Kless: Profit Is a Result. Flourishin...
“A knee-jerk pullback can actually increase legal risk."
MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines
In a climate where diversity, equity, and inclusion (DEI) programs have become political flashpoints, employment attorney Aislinn Sroczynski of Royer Cooper Cohen Braunfeld joins host Bonnie Buol Ruszczyk on MOVE Like This to unpack the facts behind the fear. The result is a grounded, no-...
"If they’re consistently uncooperative, they’re not a good CAS client, no matter how much they pay.”
It's Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines
In the world of client accounting and advisory services (CAS), most firms focus on building internal teams, refining processes, and adopting the right technology. Yet, one crucial element often gets overlooked: the client.
In a recent...
Automation isn’t replacing accountants—it’s exposing who can’t evolve.
Accounting Influencers
With Rob Brown
Artificial intelligence isn’t a future disruptor—it’s already embedded in accounting. The profession’s survival depends on how quickly firms adapt.
“The robots are coming—scratch that—they’re already here,” says Accounting Influencers host Rob Brown. “AI literacy isn’t optional anymore. If yo...
Growth doesn’t always mean moving on—it can mean moving deeper.
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
“I love Smith + Howard, and I loved marketing, but I didn’t think I was the person for that role anymore,” says Julie Barnes, chief of staff of Smith + Howard, during her appearance on Gear Up for Growth, powered by CPA Trendlines, and hosted by Jean Caragher of Capstone Marketing. “I...
Leaders tie AI to real workflows, not wish lists, and adoption follows.
Accounting ARC
With Liz Mason, Byron Patrick, and Donny Shimamoto
Center for Accounting Transformation
Accounting leaders are accelerating AI deployment across tax, audit, and advisory—but three accounting veterans and hosts of Accounting ARC argue the difference between adoption and shelfware comes down to focus, guardrails, and r...
Key changes to Sections 168 and 179 offer fresh opportunities for strategic deductions.
Quick Tax Tip
With Art Werner
CPE Today
In the latest Quick Tax Tip episode, tax expert Art Werner dives into one of the most talked-about provisions in the new tax bill: the restoration of 100% bonus depreciation.
“Under the Tax Cuts and Jobs Act, bonus depreciation started to phase down from 100% to zero,” W...
In the age of AI, conversations, not calculations, will define the future of the profession.
The Disruptors
With Liz Farr
Ed Kless believes accountants can do much more than monitor the numbers. Together with Ron Baker, their latest venture, Threshold, is a community that aims to support professionals in facilitating transformations in their customers. As Kless explains, transformations occur when someone ...
A new generation of borrowers is emerging—and advisors need to be ready to serve them.
By Rory Henry CFP®, BFA™
For CPA Trendlines
Student loan debt is not just a problem for young professionals anymore. It is a challenge that increasingly touches families, near-retirees, and even retirees. With more than $1.8 trillion in federal student loan debt across 42.5 million borrowers, the issue is too significan...
"The classroom is no longer a pipeline for work-ready professionals."
Accounting Influencers
With Rob Brown
Today’s accounting leaders are facing an alarming truth: the next generation of recruits may be the least “work-ready” in decades.
They know their algebra, their Shakespeare, and their chemistry formulas—but not how to introduce themselves in a job interview, meet a deadline, or handle feedbac...
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