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
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 ...
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...
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