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
Look at pricing, services, and client relationships to assess whether AI investments are reshaping the business.
Accounting Voices
With Rob Brown
A tax return completed in three hours instead of five gives an accounting firm something valuable: time.
What happens to those two hours may reveal more about the firm’s AI strategy than the technology that saved them.
Does the firm take on more work? ...
State-based plans and a newly available AI platform put software costs and accountants' oversight role in focus.
By Seth Fineberg
For CPA Trendlines
Avalara is making its sales tax pricing easier to see while expanding the work it says artificial intelligence can perform for accounting firms.
Its published Avalara Select plans cover businesses with annual revenue below $50 million. Its Aviator AI platform be...
Context, verified sources, and human review remain essential as teams build AI tools.
Innovation Insights
With Donny Shimamoto and Liz Mason
Center for Accounting Transformation
A tax firm can build an AI agent to organize documents, flag missing information, and track unfinished returns. The harder assignment is deciding what that agent should never do on its own. That question drives this episode of Innovation Ins...
The 2026 Accounting MOVE Project report examines how caregiving affects women’s careers. A newly released MOVE Like This episode explores another part of that conversation: whether women’s own healthcare needs are being heard.
MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines Research
Supporting women’s careers requires understanding the lives they lead beyond work.
Accounting firms may offer flexibility, but outdated expectations and missed opportunities can still push experienced professionals out the door.
The Disruptors
With Liz Farr
For CPA Trendlines
Accounting firms have spent years worrying about the front end of the talent pipeline. Bonnie Buol Ruszczyk wants them to look at the other end as well.
Technical expertise earns credibility, but the ability to delegate, build trust, and guide people through uncertainty determines how far a business can grow. Full show notes here
Accounting Voices
With Rob Brown
An accounting firm’s biggest bottleneck may sit at the top.
The leader who reviews every return, answers every technical question, and makes every consequential decision can appear indispensabl...
Overlooked client requests and undocumented know-how can distort pricing, strain teams, and limit advisory growth.
It's Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines
Most accounting firm owners could tell you their billable hours down to the decimal. Far fewer could tell you where the other 25% to 30% of their team's time goes.
Jeanne Hardy, CEO and founder of the practice ma...
Caitlynn Eldridge: Some Build Smaller Firms to Make Room for Bigger Lives | Accounting Conversations
Recurring revenue, client boundaries, and an entrepreneurial mindset helps shape a career around family.
Accounting Conversations
With Chayton Farlee
Center for Accounting Transformation
Caitlynn Eldridge, CPA, is not trying to win a revenue contest. She is building an accounting practice that leaves room for the rest of her life.
The mother of five describes a business with an intentionally manageable worklo...
“This isn’t a flash in the pan. This is an actual structural change in the profession.”
Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines
Private equity in public accounting is often reduced to a caricature - buy, cut, flip.
Tim Brackney, CEO of Springline Advisory, says that framing misses what many accounting investments are actually trying to do: fund a growth thesis built aro...
Burnout pushed him to rethink growth, rebuild his processes, and make room for a better life.
The Disruptors
With Liz Farr
For CPA Trendlines
When Nick Boscia joined his father's accounting firm in 2013, it was like stepping back in time.
“When I joined, we were still using like the green ledger sheets,” he recalls. “I started in 2013, and it was like it was 1980.” Today, Boscia ...
Leaders reveal a widening gap between adopting new capabilities and building firms that can use them effectively.
Accounting Voices
With Rob Brown
A firm buys powerful technology, announces ambitious growth plans, and asks an already stretched team to deliver more. The tools change. The way the business operates barely moves.
Accounting Voices explores the strain inside that scenario. Drawing on reflections from...
Nontechnical teams can use AI-built scripts to automate repetitive work, reclaim valuable time, and turn an accounting firm’s operational problem into a marketable product.
It's Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines
Most accounting firms talk about AI automation in the future tense. They're waiting for the right tool, the right vendor, or the right moment to start ...
Building an accounting tool with AI is only the beginning of making it useful, secure, and sustainable.
Innovation Insights
With Donny Shimamoto and Byron Patrick
Center for Accounting Transformation
An accountant builds a dashboard that pulls information from several systems. A proposal generator turns service selections into a polished PDF. A homemade utility eliminates a tedious step in the monthly close.
Then...
Leaders must align everyday decisions with the flexibility, innovation, and growth they promise employees.
MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines Research
In this episode of MOVE Like This, Bonnie Buol Ruszczyk sits down with Kassi Rushing, strategist and speaker with Kassi Rushing Consulting, to explore what future-ready accounting firms need from their people strategies, and why culture, caregivin...
A five-layer “AI trust stack” helps auditors put AI to work while keeping professional judgment at the center.
The Disruptors
With Liz Farr
For CPA Trendlines
As AI takes on more audit work, David Marquis sees professional judgment becoming more valuable.
The Caseware CEO argues that the opportunity extends beyond faster document reviews and automated analysis. Firms can rethink how audits work while ...
Leaders face growing questions about influence, identity, and professional relevance.
Accounting Voices
With Rob Brown
An accounting firm can keep its clients, meet its deadlines, and remain profitable while the people inside it quietly wonder whether they still belong in its future.
As technology, ownership models, and expectations reshape the profession, Accounting Voices examines the questions that software d...
An AI engineer can help accounting teams tackle bottlenecks, streamline workflows, and build capacity.
It's Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines
For years, accounting firm owners have treated the "next hire" question as a simple one: bring on another accountant. However, that assumption is starting to cost firms real time and money.
In this recent case study, MoneyPe...
Practical experience, thoughtful questions, and strong communication help students build careers that reach beyond the classroom.
Accounting Conversations
With Chayton Farlee
Center for Accounting Transformation
A perfect GPA can open a door. It cannot explain a client’s financial story, replace practical experience, or demonstrate how someone responds when there is no answer key.
For accounting student...
Employees lose stability and firms lose money through churn
Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines
A growing body of compensation data suggests that accounting firms may be unintentionally penalizing their most loyal employees.
In a recent solo episode of the Big 4 Transparency, founder Dominic Piscopo unpacks what he calls the “loyalty tax” — the pay gap between i...
Curiosity, problem-solving, and creative habits help strengthen marketing, improve client experiences, and bring more humanity to an AI-driven profession.
The Disruptors
With Liz Farr
For CPA Trendlines
Karen Reyburn, managing director of We Are PF and author of the new book Accountants, You Are Creative, wants accountants to embrace their innate creativity.
Reyburn's first book, The Accountant Marketer, ...
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