/CPA Trendlines Podcasts

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.

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Beyond Bots & Bookkeeping: AI's Your Strategic Partner | It's Not Just the Numbers

Dec 14, 2025·—

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AI's already in the workflow. 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...

Being Good at the Job Is No Longer Enough | Accounting Voices

Dec 13, 2025·—

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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...

Megan Leesley: Think Your Clients Won't Pay More? Think Again | Gear Up For Growth

Dec 12, 2025·—

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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...

Downgraded: What the DOE Just Said About Accounting | ARC

Dec 11, 2025·—

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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...

Kimi Green: Why Clients Quit You | Big 4 Transparency

Dec 10, 2025·—

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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...

Matt Rampe: Building a Roadmap when the Road Doesn't Exist | The Disruptors

Dec 9, 2025·—

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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...

Acen Hansen: You’re Not Too Rich for a Backdoor Roth | The Concierge CPA

Dec 8, 2025·—

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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...

The "LBD" of Tech Stacks: Why Simplicity & Standardization Still Win | It's Not Just the Numbers

Dec 7, 2025·—

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“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...

5 Ways Accounting Pros Turn Events into Real ROI | Accounting Influencers

Dec 6, 2025·—

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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...

Ron Baker: Transformation Economy Will Redefine Accounting | Gear Up For Growth

Dec 5, 2025·—

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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...

ZeNai Savage: Using Your License as a Megaphone | ARC - SLC

Dec 4, 2025·—

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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...

1099 Chaos Averted? | Quick Tax Tip

Dec 3, 2025·—

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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...

Kathryn Horton: Burnout Isn’t Inevitable in Audit | The Disruptors

Dec 2, 2025·—

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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...

Dr. Sean Stein Smith: Blockchain, AI, and the Future of Advisory | Holistic Guide to Wealth Management

Dec 1, 2025·—

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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...

The CAS Bottleneck No One Talks About | It's Not Just the Numbers

Nov 30, 2025·—

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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...

PE Pushes Partners Toward Digital Extinction | Accounting Influencers

Nov 29, 2025·—

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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...

Meihaus: The Courage to Say "Enough" at the Top | Gear Up For Growth

Nov 28, 2025·—

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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,”...

Mike Maksymiw: Kick the "Should" Out of Your Career| Big 4 Transparency

Nov 26, 2025·—

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“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...

Brolin: Blueprint for Empathetic Leadership | The Disruptors

Nov 24, 2025·—

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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...

Stacie Kwaiser: The Real Reason People Stay—or Leave | MOVE Like This

Nov 24, 2025·—

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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...

Why Policies, Processes, and Procedures Make or Break CAS | It's Not Just the Numbers

Nov 23, 2025·—

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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 Smart Accountant’s Guide to Choosing the Right Podcasts | Accounting Influencers

Nov 22, 2025·—

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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...

Eric Majchrzak: Marketer-Turned-CEO Redesigns the Modern CPA Firm | Gear Up For Growth

Nov 21, 2025·—

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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...

Katelyn Hopson: Stop Turnover Before It Starts | Know-How Korner

Nov 20, 2025·—

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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...

Section 179 Supercharged | Quick Tax Tip

Nov 19, 2025·—

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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...