CPA Trendlines Podcasts

The profession's fastest-growing opportunities help business owners make decisions—not just balance the books. Accounting Conversations With Chayton Farlee Center for Accounting Transformation For many accounting students, the profession appears to offer two primary destinations: tax or audit. But what if that's only part of the story? In the latest episode of Accounting Conversations , host Chayt...

It may create costly leadership gaps that affect engagement, retention, and firm performance. MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines Research Promotions are meant to strengthen an organization. But when firms elevate top performers without preparing them to lead, those promotions can become some of the most expensive decisions they make. The result is often disengaged employee...

 The hardest workplace lesson isn't spotting a bad manager—it's recognizing when you're standing in your own way. Accounting ARC With Liz Mason and Byron Patrick Center for Accounting Transformation In a candid, unfiltered episode of Accounting ARC, Liz Mason, CPA, CEO of High Rock Accounting, and Byron Patrick, CPA.CITP, senior product manager at Karbon and co-founder of TB Academy, confront one...

Modernizing the Profession Without Losing Its Core. Full show notes here The Holistic Guide to Wealth Management With Rory Henry, CFP®, BFA™ It’s no secret that the accounting profession is undergoing one of the most significant transitions in its history. Firms are more likely to sell to private equity than to other accounting firms. Technology is reshaping workflows. Worker shortages are forcing...

Every client relationship is now up for renewal—and every partner has to learn how to compete.   Full show notes here Gear Up for Growth with Jean Caragher for CPA Trendlines “The relationship gets you in the door, but it doesn't get you the work,” says Karen Freeman, chief product officer, DCM Insights, and co-author of Activator Advantage: What Today's Rainmakers Do Differently , in this episode...

These accounts offer unique contribution opportunities, strict investment guidelines, and a pathway to future retirement savings.  Full show notes here Quick Tax Tip With Art Werner CPE Today Art Werner outlines the five key rules advisors and families should understand when considering these accounts. MORE Art Werner | MORE CPA Trendlines Streaming Network Designed as long-term savings vehicles f...

The profession is changing in ways that go far beyond automation. Accounting ARC With Donny Shimamoto Center for Accounting Transformation In a profession often defined by structure, standards, and well-worn career paths, Donny Shimamoto, CPA.CITP, CGMA, opens a different kind of conversation in a recent Accounting ARC episode—one that challenges assumptions about what it means to build a career i...

A roller derby skater, crypto auditor, and accounting leader shares why belief, sponsorship, and community shape the future of the profession. MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines Research In this episode of MOVE Like This , Chelsea Sowers, incoming President of the Accounting and Financial Women’s Alliance (AFWA), audit manager specializing in cryptocurrency assurance with...

PE makes CPA firms rethink strategy – even if they don't want to sell. Show notes here The Disruptors With Liz Farr For CPA Trendlines With private equity becoming “a real player and a disruptor in the marketplace,” Ira Rosenbloom, CEO of Optimum Strategies, says, the dramatic influx of capital is intensifying competition for quality firms, especially those with strong client bases and growth pote...

The best firm build accountability cultures, develop climbers, and make tough calls. Full show notes here Gear Up for Growth With Jean Caragher for CPA Trendlines Research “Some firms dream of being great but only are willing to make the commitment to be good,” Allan Koltin, CEO of Koltin Consulting Group, says in the new episode of Gear Up for Growth with host Jean Caragher. “Leadership is the de...

After a near-fatal skiing accident, three accounting leaders confront the uncomfortable questions every firm owner should answer before a crisis strikes. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Business continuity planning often lives in the realm of “someday.” Until it doesn’t. In the latest episode of Accounting ARC, hosts Donny Shim...

Are your firm's stated values consistent with its behavior? Full show notes here The Disruptors With Liz Farr For CPA Trendlines How does your firm define culture? Is your culture consistent with the values posted on the breakroom wall? Doug Slaybaugh, founder of CPA Coach, defines culture as “values in motion.” According to his definition, a firm’s stated values must be evident in the ways a firm...

Trump accounts for the benefit of children. Full show notes here Quick Tax Tip With Art Werner CPE Today Trump accounts offer a rare chance for a government-funded head start on a tax-advantaged education account. “The federal government will actually infuse these accounts with $1,000,” says Art Werner. “It’s free money. Just face it, it’s free money.” MORE Art Werner | MORE CPA Trendlines Streami...

Bookkeepers often feel less empowered than tax professionals. Full show notes here The Disruptors With Liz Farr For CPA Trendlines Nancy McClelland wants to do more than just run her firm, The Dancing Accountant . She has two big passion projects that are creating the conversations and collaborations this profession desperately needs. Her community, Ask a CPA, aims to bridge the gap between bookke...

Connection, community, and trust create opportunities that credentials alone cannot.  Accounting ARC With Liz Mason and Byron Patrick Center for Accounting Transformation In the accounting profession, technical excellence is expected. However, according to the latest episode of Accounting ARC, relationships — not just work product — often determine who grows, who leads, and who thrives.  In a cand...

"Inclusion often depends on whether people are willing to communicate, listen, and repair misunderstandings when they happen.” MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines Research In this episode of the MOVE Like This podcast, Bonnie Ruszczyk sits down with Guillaume Turmel, a PhD candidate at the University of Melbourne whose research focuses on how people experience genuine inclu...

Trump Accounts provide new opportunities for families, employees and closely held businesses. Full show notes here Quick Tax Tip With Art Werner CPE Today Tax expert Art Werner is launching a series of tax tip videos focused on Trump accounts. MORE Art Werner | MORE CPA Trendlines Streaming Network In the series, he provides a comprehensive overview of how these accounts work, how they compare to...

Unpack how market gaps and transparency revise the recruiting game. Accounting Conversations With Chayton Farlee Center for Accounting Transformation In the latest episode of Accounting Conversations, host Chayton Farlee sits down with Dominic Piscopo, CPA, founder of The Big Four Transparency, to unpack compensation transparency and the accounting pipeline — two stubborn bottlenecks many firms st...

Dovetailing finance and product engineering can transform accounting. Full show notes here The Disruptors With Liz Farr For CPA Trendlines When Jeff Seibert, CEO and founder of Digits, was at Twitter, he was astonished by the difference in data quality and timeliness between the product engineering and the finance sides of the business. On the product engineering side, testing tools, dashboards, a...

Adapt to changing workforce expectations without losing performance or accountability. MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines Research In this episode of MOVE Like This , host Bonnie Buol Ruszczyk talks with Kristi Epp, tax partner, and Amber Schrock, advisory partner and Las Vegas market leader at Frazier & Deeter, about one of the profession’s most urgent challenges: ret...

"Audit" and "transformation" shouldn't contradict each other. Full show notes here The Disruptors With Liz Farr For CPA Trendlines The words “audit” and “transformation” don’t often appear together. Some might say they contradict each other. But for Tyler Anderson, Director of A&A Innovation at Accountability Plus, audit transformation is something that has been needed for many years. MORE Tyl...

When leaders neglect to delegate, chaos reigns. Sponsored by True Advisor: Buy now | Learn more Full show notes here   The Disrupters With Liz Farr For CPA Trendlines Chase Damiano, founder of Human at Scale, says that operations are the missing piece for many firms. “It’s sort of this bridge or glue that allows a business and a team to function well together,” he tells Liz Farr in this episode of...

Networking, timing, and intentional career planning help candidates stand out in competitive hiring processes. Accounting Conversations With Chayton Farlee Center for Accounting Transformation For many accounting students, the profession can seem narrowly defined by tax returns, audit rooms, and busy season deadlines. But according to Mike Manalac, CPA, accounting can also become a pathway into so...

And why that’s not always a bad thing. Full show notes here Gear Up for Growth With Jean Caragher “Success doesn’t have to look like going up and to the right,” says Ian Vacin, co-founder and director of partnership relationships at Karbon, in this episode of Gear Up for Growth, hosted by Jean Caragher, president of Capstone Marketing. “You have to understand what you want as a firm owner, align y...

Relationships, Not Technology, Will Define Success. Full show notes here Gear Up for Growth With Jean Caragher “More than anything else, I think CPAs have this incredible opportunity right now to redefine our relevance in the future,” Jennifer Cryder, CEO of the Pennsylvania Institute of CPAs, says in the new episode of Gear Up for Growth with host Jean Caragher. “What CPA meant for the last hundr...