CPA Trendlines Podcasts

A new definition of “professional degree” limits loan access for accounting students and raises fresh alarms about equity, access, and pipeline. 

Accounting ARC
With Liz Mason, Byron Patrick, and Donny Shimamoto
Center for Accounting Transformation

When the U.S. Department of Education released its negotiated language for implementing the “One Big Beautiful Bill” Act’s graduate loan reforms, most accountant...

The number one complaint isn’t pricing, it’s confusion.

.Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines

For many business owners, finding the right accountant feels like an impossible task. You’re trusting someone with your finances, your future, and sometimes even your peace of mind. But in an industry dominated by word-of-mouth and vague Google listings, Sam’s List has emerged as a game...

Only disciplined planning, accountability, and open communication will cut through the industry’s rapidly thickening fog.

The Disruptors
With Liz Farr

Matt Rampe sees the accounting industry as one “under a lot of pressure to change, and it’s changing very quickly.” The combination of a staffing crisis, retiring baby boomers, AI, private equity, and tax law is creating “the fog,” a period in which the path...

Understand the legal tax hack the IRS actually wants you to use.

The Concierge CPA
With Jackie Meyer
For CPA Trendlines

In a recent edition of the Concierge CPA podcast, host Dr. Jackie Meyer and guest Acen Hansen delivered a detailed, no-nonsense exploration of using the Backdoor Roth IRA and the Mega Backdoor Roth to harness tax-free growth — particularly for high-income earners and those focused on l...

“If you don’t have accountability, you can never reach your ambition.” 

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

If there’s one topic that never gets old in accounting, it’s technology. New apps promise smoother workflows, faster reconciliations, and smarter insights every year. Yet, despite all the innovation, many firms still struggle with the same problem: too ...

Turn networking, sessions, and follow-up into measurable outcomes—not just time out of the office.

Accounting Influencers
With Rob Brown

Seventy-six percent of professionals believe in-person conferences offer better networking opportunities than virtual events. But while accountants spend millions each year on registration fees, hotel rooms, and travel, only a fraction walk away with meaningful ROI. Accor...

Stop “playing small ball,” and reimagine client experiences.

Gear Up for Growth
With Jean Caragher
For CPA Trendlines

“A business model describes how you earn revenue when services are given away for free,” said Ron Baker, co-founder of THRESHOLD: A Revelation for the Transformation Economy, during his appearance on Gear Up for Growth, hosted by Jean Caragher of Capstone Marketing. 

“That terrifies p...

A CPA credential amplifies your ability to question systems and push for fairness.

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

Advocacy often appears on television as protest marches, campaign rallies, or contentious debates. But in a recent Accounting ARC – Student-Led Conversations episode, host Arpan Grewal and guest ZeNai Savage, CPA, recast advo...

The OBBBA just reset the rules.

Quick Tax Tip
With Art Werner
CPE Today

For the last several years, tax professionals, small businesses, and even casual online sellers have been living through what Quick Tax Tip host Art Werner calls “a fun roller coaster ride”—if you think tax compliance roller coasters are fun.

In this episode, Werner breaks down the whiplash-inducing changes to Form 1099-K and...

Analytics, automation, and AI will reshape audit roles—and that should excite CPAs.

The Disruptors
With Liz Farr

Audit is notorious for long hours, terrible work-life balance, reliance on endless checklists, and repeating the same mind-numbingly tedious procedures year after year. But some, like Kathryn Horton, are creating a different path for success as an auditor.  

 At her solo firm, Kathryn K. ...

Firms that translate AI-driven data into clear insight will lead the next era of advisory.

By Rory Henry CFP®, BFA™
For CPA Trendlines

Few people have been able to bridge the gap between emerging technology and the accounting profession the way Dr. Sean Stein Smith does. A CPA, researcher, Forbes contributor, and professor at Lehman College, Stein Smith serves on the advisory board of the Wall Street Bloc...

Poor onboarding frustrates clients, burns out staff, and kills profitability.

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

Winning the client is exciting—but in Client Accounting Services (CAS), that’s just the opening act. The real work, and the real success, depends on what happens immediately after a prospect says “yes.”

• MORE Penny Breslin and Dami...

Two-thirds of current firm leaders risk being obsolete within three years.

Accounting Influencers
With Rob Brown

A stark warning is shaking the accounting profession: 65% of current firm partners will be considered “digitally obsolete” within three years. The unsettling part? Private equity (PE) investors are not planning to retrain them—they are preparing to replace them.

• MORE Accounting Influ...

Partners who cap their own comp can solve staffing, retention, and motivation in one bold move.

Gear Up for Growth

With Jean Caragher

For CPA Trendlines

When public accounting firms talk about “leadership challenges,” the conversation often turns into a soft focus on communication styles or vague culture issues.

Michael Meihaus goes straight for the hard truths.

On Gear Up for Growth, hosted by Capstone M...

“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 first joined the Big 4 Transparency podcast, listeners were struck by his candor, clarity, and willingness to challenge the profession’s long-standing norms. Now, as host Dominic Piscopo welcomes him back as the show’s first repeat guest, Maksymiw brings even ...

Embracing empathy helped build a healthier, more profitable firm with a smaller, stronger team.

The Disruptors

With Liz Farr

After decades in public accounting, years emceeing national conferences, and a long stretch coaching college softball, Dawn Brolin has learned something most leadership books bury in footnotes: empathy drives performance.

“Empathy is, to me, the number one characteristic that a leader should...

Culture isn’t an initiative—it’s a strategy that drives retention and results.

MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines

In this episode of MOVE Like This, host Bonnie Buol Ruszczyk talks with Stacie Kwaiser, CPA and CEO of Rehmann, about the firm’s nearly three-decade journey toward building a culture where people stay, grow, and lead.

• MORE MOVE

Kwaiser began her care...

Get more value from the technology you already own. 

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

When accountants and bookkeepers talk about building a scalable, profitable firm, the conversation often jumps straight to technology. Which workflow app is best? Should we move payroll into a dedicated platform? Is our practice management system due for an upgrade? 
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Podcasts now serve every level of the profession, and intentional listening helps professionals grow faster.

Accounting Influencers
With Rob Brown

The accounting podcast world is no longer a niche corner of the internet. It is a sprawling ecosystem of news briefings, exam prep guides, leadership conversations, and tech trend breakdowns. For today’s professionals—from students to senior partners—the shows they ...