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
PE-backed firms are luring top performers with faster promotions, equity stakes, and career paths that traditional firms rarely offer.
Accounting Influencers
With Rob Brown
Private equity’s influence on the accounting profession is shaking up more than firm valuations — it is rewriting the rules for attracting and retaining talent. A staggering 70% of top performers at traditional firms say they would move...
In CAS, winning the client is just the first step—success depends on what happens next.
It's Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines
For many accounting firm owners, winning a new client is a victory. But according to It’s Not Just the Numbers podcast hosts Penny Breslin and Damien Greathead, that’s only the beginning. The real success lies in what happens next: t...
The immersive experience transforms recruiting from a guessing game into a hands-on, culture-rich audition.
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
In the latest episode of Gear Up for Growth, powered by CPA Trendlines, Jean Caragher, president of Capstone Marketing, spoke with co-creators of JLK Rosenberger LLP’s innovative student recruitment program, Audit 500, which combines real-w...
Building a firm should provide time, money, and freedom.
The Concierge CPA
With Jackie Meyer
For CPA Trendlines
In this conversation, Dr. Jackie Meyer, CPA and Reza Hooda, Coach & Mentor to Accountants with The Profitable Accountants Community, discuss the transformative journey of Hooda from a traditional accounting background to modernizing his practice through value pricing and effective client engagement strat...
Experts outline the flexible framework that works for a three‑person shop or a 30,000‑employee enterprise.
Innovation Insights
With Donny Shimamoto
Center for Accounting Transformation
Artificial intelligence is advancing too quickly for organizations to adopt a “wait-and-see” approach, according to experts on the latest episode of Innovation Insights.
Host Donny Shimamoto, CPA.CITP, CGMA, speaks...
New 1099-K reporting rules mean your eBay, Etsy, or other online sales could land on the IRS’s radar—even if you’re just cleaning out your garage.
Quick Tax Tip
With Art Werner
CPE Today
If you’ve been selling old collectibles, furniture, or other personal items on eBay, you might think of it as a quick way to make cash, not something that belongs on your tax return. But according to tax guru Art Werner...
Prioritize belonging over optics.
MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines
In this episode of MOVE Like This, Bonnie Buol Ruszczyk speaks with Dr. Claire Costin, CPA (University of Portland), and Dr. Stephani Mason, CPA (DePaul University), two professors who are shaping the future of accounting education and research through their commitment to diversity, equity, and inclusion (DEI)....
“CAS gets stronger as tech gets better. The market’s expanding, not shrinking.”
Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines
In this episode of Big 4 Transparency, Matthew May, former co-founder of Acuity and now CAS Leader at Sorren, pulls back the curtain on one of the most significant private equity-driven rollups in the accounting profession. Speaking with host Dominic Piscopo, May details how Acu...
A proactive framework that includes these four steps can help keep your organization safe.
Quick Tech Talk
With Steve Yoss
CPE Today
Whether your organization operates out of a small-town office or a global headquarters, cybersecurity threats are a daily reality. Distributed denial-of-service (DDoS) attacks, malware, ransomware, and even simple human error can have devastating consequences. One misdirec...
Listening, translating, and meeting clients where they are is just as important as adopting the latest tech.
The Disruptors
With Liz Farr
Michelle Vilms has a perspective that most small business accountants don’t have: she had a front-row seat to the explosive growth of Staples as it grew from 100 stores to a $15 billion corporation. Today, she brings her mastery of operational accounting to her own firm, Vil...
Technology streamlines the process, but strong communication builds the needed relationships.
By Rory Henry CFP®, BFA™
For CPA Trendlines
Research shows that 93% of people want estate planning services from their financial advisor but only 22% are actually getting that advice. As detailed in my new book Holistic Guide to Wealth Management for CPAs, estate planning offers practitioners the ability to provide a ...
Turn disruption into opportunity and lead with confidence.
Accounting Influencers
With Rob Brown
As disruption reshapes the accounting profession, a harsh reality is emerging: the vast majority of firms are not keeping pace. In this episode of Accounting Influencers, host Rob Brown warns that more than 70% of accountants globally are unprepared for the seismic changes sweeping through the industry, from AI...
The debut episode of It’s Not Just the Numbers reveals why half-built CAS divisions fail—and what to do instead.
It's Not Just the Numbers
With Penny Breslin and Damien Greathead
In the inaugural episode of It’s Not Just the Numbers, hosts Penny Breslin and Damien Greathead deliver a candid, experience-driven conversation aimed at accounting and bookkeeping firm owners seeking to move beyond compliance wor...
The longtime leader of Marcum LLP, now Senior Advisor at CBIZ, says the future belongs to those who build, evolve—and admit their mistakes.
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 jo...
The path to influence in accounting starts with finding your voice—and sharing it on stage.
Accounting ARC
With Liz Mason and Donny Shimamoto
Center for Accounting Transformation
Forget the clichés of accountants buried in spreadsheets. Today’s most innovative CPAs are more likely to be found keynoting tech conferences, moderating panels on firm transformation, or networking at rooftop receptions in Toron...
New tax proposal offers four years of relief for qualified workers, starting retroactively in 2025.
Quick Tax Tip
With Art Werner
CPE Today
During his campaign rallies, Donald Trump made repeated promises to eliminate taxes on overtime pay, and that promise has now been incorporated into legislative language. According to tax expert Art Werner, the proposed tax break is indeed included in the new tax bill, ...
"I had to learn to be a political animal."
Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines
In a candid conversation on the Big 4 Transparency show, former CohnReznick CEO Frank Longobardi offers a sweeping view of the accounting industry's transformation, advocating for private equity investment as a necessary catalyst for modernization. Speaking with host Dominic Piscopo, Longobardi explains how traditio...
Even small improvements to internal controls can reduce the average $700,000 loss from financial statement fraud.
Quick Tech Talk
With Steve Yoss
Fraud isn’t just a nuisance—it’s a multimillion-dollar drain on businesses every year. According to the Association of Certified Fraud Examiners (ACFE), organizations lose an estimated 5% of their annual revenue to fraud. That amounts to a staggering $4.7 trilli...
Legacy firms may value tenure, but firms of the future prioritize impact, innovation, and client fit.
The Disruptors
With Liz Farr
For most CPAs, the road to partner is long and narrow—often paved with decades of grueling hours and delayed ownership. But Aaron Dickerson, founder of Dickerson CPA in Austin, Texas, had no interest in waiting 20 years to earn a seat at the table.
- CPA TRENDLINES CELEBRATES: The ...
Only firms embracing culture, collaboration, and client impact will survive the next era.
By Rory Henry CFP®, BFA™
For CPA Trendlines
The traditional CPA firm model is at a major crossroads. With an aging leadership base, evolving client expectations, and growing private equity interest, firms must rethink how they operate—or risk falling behind.
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