CPA Trendlines Podcasts

Industry turbulence opens doors for smaller firms, but only those that clearly define and communicate value.

Accounting Influencers
With Rob Brown

Between June 2023 and September 2024, several of the largest accounting firms announced significant workforce reductions and structural changes. KPMG disclosed a deeper round of auditor layoffs in mid-2023. Grant Thornton cut approximately 3% of its U.S. staff (...

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.

Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn More

Poe Group Advisors is the premier accounting practice intermediar...

"The accounting profession today is living its golden age, driven by its expanded capabilities."

Gear Up for Growth

With Jean Caragher

For CPA Trendlines

In a landmark episode of the Gear Up For Growth podcast, Barry Melancon, CPA, CGMA, the longest-serving CEO in AICPA history, joined host Jean Caragher to share his invaluable insights on the evolution of the accounting profession. After 30 years at the helm of th...

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.

Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. View testimonials.

Poe Group Advisors is the premier accounting practice int...

Timing, venue, and state law shape what you say—and what it costs.

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

This conversation focuses on practice, not politics. 

Accounting leaders are urging firms to pair open expression with professional responsibility as political tensions spill into workplaces and social media feeds. In a new epis...

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.

Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. View testimonials.

Poe Group Advisors is the premier accounting practice in...

Money Accounts for Growth Advancement offer tax-free growth and even a $1,000 government kickstart.

Quick Tax Tip

With Art Werner

CPE Today

Congress may have stumbled into a politically charged acronym, but the new “M.A.G.A. accounts” have nothing to do with campaign slogans. In a recent episode of Quick Tax Tip, tax guru Art Werner breaks down what the law actually created: Money Accounts for Growth Advancement.

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Short-term thinking and rigid hierarchies stifle experimentation across the profession.

The Disruptors
With Liz Farr

K.C. Eames, Director of CAS at Dark Horse CPA, sees the traditional partnership model as a barrier to innovation and experimentation. First, the incentives are set up to guide people toward specific behaviors, which are “rewarding to those at the top of the pyramid. And once they’re there, t...

Technology, demographics, and ESG are colliding to reshape advisory, career paths, and firm leadership.

MOVE Like This

With Bonnie Buol Ruszczyk

For CPA Trendlines

On the latest MOVE Like This, host Bonnie Buol Ruszczyk welcomes Dan Hood, editor-in-chief of Accounting Today, who has covered the profession since the late 1990s. From his vantage point, the defining theme isn’t a single issue, but the sheer volume of change:...

Firms scale back initiatives even as governing bodies warn diversity is key to the profession’s future.

Accounting Influencers

With Rob Brown

The accounting profession is facing a turning point as major firms scale back diversity, equity, and inclusion (DEI) initiatives, raising concerns about how the shift could affect talent recruitment, retention, and competitiveness.

KPMG recently discontinued its “Accelerate 2...

Keep employees engaged and connected with transparency and beauty.

Gear Up for Growth
With Jean Caragher
For CPA Trendlines

“In many organizations, there’s a great gulf in between employees doing the work, with no idea of the conversations happening with clients or recruits,” says Debra Helwig, Internal Communications and Events Director at Pinion, during her appearance on Gear Up for Growth, hosted by Jean...

Combine technical knowledge with behavioral insights to create holistic client solutions.

Accounting ARC

With Donny Shimamoto

Center for Accounting Transformation

Accountants have long been known as trusted advisors, but a growing movement is redefining what that means. In a recent episode of Accounting ARC, host Donny Shimamoto, CPA.CITP, CGMA, sat down with Rory Henry, CFP®, BFA™, to discuss how nontraditional accoun...

Structured operations freed partners to focus on clients and doubled revenue in six years.

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

Running a modern accounting firm requires more than technical expertise. Partners must balance client relationships, business development, and administrative responsibilities, often leaving firms stretched thin.

In a recent epi...

Client conflict became a catalyst for clearer boundaries, better processes, and a more scalable virtual practice.

The Disruptors

With Liz Farr

When Nayo Carter-Gray, founder of 1st Step Accounting, received a one-star Google review from a challenging client, she realized the crucial value of the boundaries she had established for clients. An email issue on the client’s end made the client think the firm was ignoring h...

Meet at the intersection of people, process, and purpose.

By Rory Henry CFP®, BFA™
For CPA Trendlines

When firms talk about growth, they usually point to increases in revenue, staffing, or service lines. But as coaches Will Hill and John Fenton remind me in our recent panel, the true drivers of sustainable growth are people, process, and purpose. Without those foundations, they say, even the best new initi...

AZ opens the door to multidisciplinary firms, and Big Four competitors are watching closely.

Accounting Influencers
With Rob Brown

Accounting and law have long existed in parallel, separated by strict professional boundaries. That wall may be crumbling. KPMG is moving to become the first Big Four accounting firm in the United States to own a law firm, a step that could reshape the profession.

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Your job title doesn't define you. Your 'and' does. 

Gear Up for Growth
With Jean Caragher
For CPA Trendlines

“If we make sure that people are doing their ‘ands,’ they’re going to accidentally do their best work,” says John Garrett, author of "What’s Your ‘And’?" and stand-up comedian. During his appearance on Gear Up for Growth, hosted by Jean Caragher of Capstone Marketing, the self-described "recovering ...

“As an auditor, you learn how non‑financial events end up having a financial impact.”

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

On this episode of Accounting ARC, Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, revisit their first accounting jobs. The conversation underscores how early exposure to operations...

Ruthless efficiency, process-first thinking, and a bold rejection of traditional models help build her "life-first" firm.

Big 4 Transparency

By Dominic Piscopo, CPA

For CPA Trendlines

On The Big 4 Transparency Podcast, host Dominic Piscopo sat down with Erica Goode, founder of a solo accounting practice that generated over $180,000 in profit in 2024, all while working just 15 hours a week. Her secret? Ruthless efficien...