CPA Trendlines Podcasts

Money conversations need structure, not spontaneity.

By Rory Henry CFP®, BFA™
For CPA Trendlines

Money is one of the things that people think about most. Yet most people aren’t comfortable talking about it openly.

In this episode of Holistic Guide to Wealth Management, I sit down with Erika Wasserman, CFT, a certified financial therapist, keynote speaker, and author of "Conversations with Your Finan...

Agility, transparency, and judgment matter more than billion-dollar platforms.

Accounting Voices

With Rob Brown

The Big Four are spending billions on artificial intelligence, cutting thousands of jobs, and reshaping how accounting work gets done. That scale can feel intimidating—especially if you’re running or working inside a small or mid-tier firm.

But here’s the counterintuitive truth explored in a recent episod...

Firm leaders can no longer ignore this conversation.

Gear Up for Growth
With Jean Caragher
For CPA Trendlines

Technology is no longer something CPA firms use to get work done. It’s what defines how firms compete, scale, attract talent—and increasingly, how they’re valued.

That was the clear, unambiguous message from Roman Kepczyk, director of Firm Technology Strategy at Rightworks, during his rec...

E-commerce growth forces firms to rethink accruals, margins, and sustainability.

Accounting ARC

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

Holiday shopping has never been easier. With a few taps on a smartphone, consumers can buy gifts from bed, track deliveries in real time, and return unwanted items with minimal friction. But behind that convenience lies a comp...

Integrated planning, not heroics, creates life-changing outcomes for clients.

Big 4 Transparency

By Dominic Piscopo, CPA

For CPA Trendlines

What happens when you fuse a CPA firm with a wealth advisory under one roof and design the operations from a blank page? In this two-guest episode of the Big 4 Transparency, host Dominic Piscopo sits down with Owen Pryor and Steve Blake, managing and senior managing advisors at Eva...

Firms that wait until a partner is ready to retire have already waited too long, plus 19 more key takeaways.

The Disruptors
With Liz Farr

Erin Daiber, founder and CEO of Well Balanced Accountants, keeps seeing the same issue in firm after firm. A partner announces their intention to retire within a year or two, and the firm suddenly realizes no one is ready to take over. “Firms are not starting that conver...

A former IRS agent breaks down the red flags, revenue thresholds, and compliance work that advisors can’t ignore.

The Concierge CPA
With Jackie Meyer
For CPA Trendlines

The Concierge CPA hosts a deep dive into captive insurance planning this week, as host Dr. Jackie Meyer, CPA, and guest Vardan Pogosian, CPA, unpack both the risk-management foundations and tax-planning implications of small captive insu...

Transparency, empowered administration, and intentional tech design separate advisory leaders from firms stuck in task work.

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

Client Accounting Services (CAS) has moved well beyond bookkeeping. For firms serious about advisory, CAS is now a fundamentally different operating model, one that demands new roles, new systems, and...

The Big Four pull ahead by treating AI as a system, not a shortcut.

Accounting Voices
With Rob Brown

Artificial intelligence is no longer a side project in accounting. It is the main event.

The largest firms are moving aggressively, clients are asking sharper questions, and expectations around speed, accuracy, and insight continue to rise. In the latest episode of Accounting Voices, the focus shifts pas...

It accelerates advisory work, but only if firms rethink pricing and risk.

Gear Up for Growth

With Jean Caragher

For CPA Trendlines

On this episode of Gear Up for Growth, host Jean Caragher sits down with John Higgins, founder and CEO of Higgins Advisory, to explore how ChatGPT and generative AI are reshaping advisory services, pricing models, and the way CPAs work.

Higgins is blunt about the opportunity—and the ...

Less legacy infrastructure could mean faster adoption and outsized opportunity.

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

In their New Year’s episode, the hosts of Accounting ARC do something many industry commentators avoid: they revisit last year’s predictions, mark what proved accurate, and adjust what did not. Donny Shimamoto, CPA.CITP, CGMA — fou...

Firms that treat communication as strategy—not admin—move faster, scale smarter, and keep trust intact.

MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines

On this episode of MOVE Like This, host Bonnie Buol Ruszczyk explores a deceptively simple question with Alice Grey Harrison, founder of AGH Consulting: Why do so many firm transformations stall—not because of strategy, but because of communi...

SALY isn’t useless—but it shouldn’t be lazy.

The Disruptors

With Liz Farr

Audit has spent decades digitizing the past—paper binders moved to the cloud, workflows wrapped in prettier software, and manual testing dressed up as “innovation.” According to Jin Chang, that’s not transformation. It’s inertia.

Chang knows because he lived it.

Early in his career as an auditor, he found himself doing exactly what...

New repayment rules and borrowing caps are forcing a rethink of long-term planning.

By Rory Henry CFP®, BFA™
For CPA Trendlines

Student loan debt has quietly outgrown its stereotype.

What was once viewed as a challenge for early-career professionals is now showing up in family balance sheets, tax returns, and retirement plans. Parents nearing retirement—and retirees themselves—are increasingly carry...

CAS success isn’t accidental. It’s engineered.

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

Client Advisory Services (CAS) continue to outperform every other service line in accounting. But firms that treat CAS as “enhanced bookkeeping” quickly hit a ceiling. The firms that scale profitably make harder—and smarter—choices: who they serve, how they staff, how they ...

Automation deletes tasks, then dares accountants to create new value on purpose.

Accounting Voices
With Rob Brown

Artificial intelligence is no longer a concept that accountants debate in panels or pilot projects. It is actively reshaping how firms hire, train, and define value.

In this episode of Accounting Voices, host Rob Brown delivers a blunt assessment of what many professionals are already se...

Stop billing. Start thrilling.

Gear Up for Growth
With Jean Caragher
For CPA Trendlines

 In a re-energizing episode of Gear Up for Growth, Paul Dunn makes the case that the billable hour isn’t just outdated—it’s holding firms back. The four-time TEDx speaker and cofounder of B1G1 challenges accounting leaders to rethink how success is measured and to lead with purpose, not punch clocks. 

• Ge...

Break down the new law, the unanswered questions, and why waiting for certainty is a strategic mistake.

Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines

What does it take to turn dense tax law into business wins? In this episode of the Big 4 Transparency, host Dominic Piscopo sits down with Mark Gallegos, tax partner at Porte Brown, to explore how a self-described “tax geek” became an emine...

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...