CPA Trendlines Podcasts

Firms that treat communication as strategy—not admin—move faster, scale smarter, and keep trust intact.

MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines

On this episode of MOVE Like This, host Bonnie Buol Ruszczyk explores a deceptively simple question with Alice Grey Harrison, founder of AGH Consulting: Why do so many firm transformations stall—not because of strategy, but because of communi...

SALY isn’t useless—but it shouldn’t be lazy.

The Disruptors

With Liz Farr

Audit has spent decades digitizing the past—paper binders moved to the cloud, workflows wrapped in prettier software, and manual testing dressed up as “innovation.” According to Jin Chang, that’s not transformation. It’s inertia.

Chang knows because he lived it.

Early in his career as an auditor, he found himself doing exactly what...

New repayment rules and borrowing caps are forcing a rethink of long-term planning.

By Rory Henry CFP®, BFA™
For CPA Trendlines

Student loan debt has quietly outgrown its stereotype.

What was once viewed as a challenge for early-career professionals is now showing up in family balance sheets, tax returns, and retirement plans. Parents nearing retirement—and retirees themselves—are increasingly carry...

CAS success isn’t accidental. It’s engineered.

It's Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines

Client Advisory Services (CAS) continue to outperform every other service line in accounting. But firms that treat CAS as “enhanced bookkeeping” quickly hit a ceiling. The firms that scale profitably make harder—and smarter—choices: who they serve, how they staff, how they ...

Automation deletes tasks, then dares accountants to create new value on purpose.

Accounting Voices
With Rob Brown

Artificial intelligence is no longer a concept that accountants debate in panels or pilot projects. It is actively reshaping how firms hire, train, and define value.

In this episode of Accounting Voices, host Rob Brown delivers a blunt assessment of what many professionals are already se...

Stop billing. Start thrilling.

Gear Up for Growth
With Jean Caragher
For CPA Trendlines

 In a re-energizing episode of Gear Up for Growth, Paul Dunn makes the case that the billable hour isn’t just outdated—it’s holding firms back. The four-time TEDx speaker and cofounder of B1G1 challenges accounting leaders to rethink how success is measured and to lead with purpose, not punch clocks. 

• Ge...

Break down the new law, the unanswered questions, and why waiting for certainty is a strategic mistake.

Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines

What does it take to turn dense tax law into business wins? In this episode of the Big 4 Transparency, host Dominic Piscopo sits down with Mark Gallegos, tax partner at Porte Brown, to explore how a self-described “tax geek” became an emine...

Exhaustion, chaos, and missed lives are the result of design choices—not destiny.

The Disruptors
With Liz Farr

Brenda Cannon, co-founder of Cannon and Associates, has been pioneering a creative approach for taming tax season madness: every return is scheduled like an appointment. “We know how long it takes us to prepare a tax return. Why could we not control each week and the number of tax returns we prepare e...

Charitable gift financing has been IRS-validated for decades, yet many still avoid it.

The Concierge CPA
With Jackie Meyer
For CPA Trendlines

In this episode of the Concierge CPA podcast, host Dr. Jackie Meyer, CPA, puts a spotlight on a charitable tax strategy that sounds suspiciously modern — yet has been sitting in the tax code since 1978.

The strategy is called charitable gift financing, and,...

...And accounting careers are better for it.

It's Not Just the Numbers

With Penny Breslin and Damien Greathead

For CPA Trendlines

For decades, accounting careers followed a familiar script: grind through repetitive work, earn your stripes, and maybe—eventually—get to the interesting stuff.

That script is officially broken.

In this episode of It’s Not Just the Numbers, hosts Penny Breslin and Damien Greath...

Trust remains the profession’s currency, even in an automated future.

Accounting Voices
With Rob Brown

Artificial intelligence is transforming accounting at breakneck speed. It writes reports, summarizes research, drafts client communications, and accelerates analysis. But when AI gets it wrong, it does not whisper. It declares falsehoods with confidence.

That is the warning at the center of a new e...

The question is: Do you know what it’s doing?

It's Not Just the Numbers

With Penny Breslin and Damien Greathead

For CPA Trendlines

Artificial intelligence has arrived in accounting, but not in the way many expected. It’s not a single app or a single process. It’s everywhere, embedded in workflows, changing how firms scope engagements, price cleanup work, and train their people. 

• MORE Penny Breslin and Damien G...

Here's what it takes to grow a CPA firm from zero to the Top 100—without losing your soul.

Gear Up for Growth
With Jean Caragher
For CPA Trendlines

When Lou Grassi started his firm at age 24, he couldn’t afford to pay himself. There was no client base, no safety net, and no guarantee it would work.

More than four decades later, Grassi is the 56th largest accounting firm in the U.S., with $146.5 m...

...And it has less to do with technical skills than firms expect.

Accounting ARC - Student-Led Conversations
With Arpan Grewal and Harshita Multani
Center for Accounting Transformation

As the accounting profession continues to grapple with talent shortages, shifting expectations, and generational change, one podcast is addressing those challenges from a rarely centered perspective: students themselves.<...

Real employee stories, not polished slogans, are winning the war for talent.

MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines

In this episode of MOVE Like This, host Bonnie Ruszczyk sits down with Rob Brown, founder and host of the Accounting Voices podcast, to talk about what’s really driving change in the accounting profession. 

Speaking from the UK with deep experience across the U....

Firms built on heroics instead of systems eventually crack.

The Disruptors
With Liz Farr

Ashley Carroll thinks burnout is a design flaw, not a personal failing. 

“I’m a big believer that burnout is a business model flaw,” she says. In response, Carroll created Operations House to help founders reduce burnout and “step out of that role as the provider, the doer, the practitioner, and into an ownership le...

Firms that prioritize, listen, and align position themselves for better long-term outcomes.

By Rory Henry CFP®, BFA™
For CPA Trendlines

Phil Whitman, President and CEO of Whitman Advisory, works with hundreds of CPA firms and more than 230 strategic investors across private equity, family offices, wealth management aggregators, and publicly traded consolidators. He sees a profession undergoing unprecedent...

Influence is becoming career insurance for professionals.

Accounting Voices
With Rob Brown

The accounting profession does not suffer from a lack of technical expertise. What it faces instead is a growing relevance gap.

• MORE Accounting Influencers with Rob Brown

That tension sits at the center of Accounting Voices, the newly launched show formerly known as Accounting Influencers. Episode 1 ...

Here's how to label, package, and price the value you already provide

Gear Up for Growth
With Jean Caragher
For CPA Trendlines

“With AI, we finally have the tools to free up time for advisory, and clients are asking for it,” says Megan Leesley, director of tax at Dark Horse CPAs, during her appearance on Gear Up for Growth, hosted by Jean Caragher of Capstone Marketing. 

“They want more than a ta...