CPA Trendlines Podcasts

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...

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...