CPA Trendlines Podcasts

Building a firm should provide time, money, and freedom.  The Concierge CPA With Jackie Meyer For CPA Trendlines In this conversation, Dr. Jackie Meyer, CPA and Reza Hooda, Coach & Mentor to Accountants with The Profitable Accountants Community, discuss the transformative journey of Hooda from a traditional accounting background to modernizing his practice through value pricing and effective c...

Experts outline the flexible framework that works for a three‑person shop or a 30,000‑employee enterprise. Innovation Insights With Donny Shimamoto Center for Accounting Transformation Artificial intelligence is advancing too quickly for organizations to adopt a “wait-and-see” approach, according to experts on the latest episode of Innovation Insights . Host Donny Shimamoto, CPA.CITP, CGMA, speaks...

New 1099-K reporting rules mean your eBay, Etsy, or other online sales could land on the IRS’s radar—even if you’re just cleaning out your garage. Quick Tax Tip With Art Werner CPE Today If you’ve been selling old collectibles, furniture, or other personal items on eBay, you might think of it as a quick way to make cash, not something that belongs on your tax return. But according to tax guru Art...

Prioritize belonging over optics. MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines In this episode of MOVE Like This, Bonnie Buol Ruszczyk speaks with Dr. Claire Costin, CPA (University of Portland), and Dr. Stephani Mason, CPA (DePaul University), two professors who are shaping the future of accounting education and research through their commitment to diversity, equity, and inclusion...

“CAS gets stronger as tech gets better. The market’s expanding, not shrinking.”  Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines In this episode of Big 4 Transparency, Matthew May, former co-founder of Acuity and now CAS Leader at Sorren, pulls back the curtain on one of the most significant private equity-driven rollups in the accounting profession. Speaking with host Dominic Piscop...

A proactive framework that includes these four steps can help keep your organization safe. Quick Tech Talk With Steve Yoss CPE Today Whether your organization operates out of a small-town office or a global headquarters, cybersecurity threats are a daily reality. Distributed denial-of-service (DDoS) attacks, malware, ransomware, and even simple human error can have devastating consequences. One mi...

Listening, translating, and meeting clients where they are is just as important as adopting the latest tech. The Disruptors With Liz Farr Michelle Vilms has a perspective that most small business accountants don’t have: she had a front-row seat to the explosive growth of Staples as it grew from 100 stores to a $15 billion corporation. Today, she brings her mastery of operational accounting to her...

Technology streamlines the process, but strong communication builds the needed relationships. By Rory Henry CFP®, BFA™ For CPA Trendlines Research shows that 93% of people want estate planning services from their financial advisor but only 22% are actually getting that advice. As detailed in my new book Holistic Guide to Wealth Management for CPAs, estate planning offers practitioners the ability...

Turn disruption into opportunity and lead with confidence. Accounting Influencers With Rob Brown As disruption reshapes the accounting profession, a harsh reality is emerging: the vast majority of firms are not keeping pace. In this episode of Accounting Influencers , host Rob Brown warns that more than 70% of accountants globally are unprepared for the seismic changes sweeping through the industr...

The debut episode of It’s Not Just the Numbers reveals why half-built CAS divisions fail—and what to do instead. It's Not Just the Numbers With Penny Breslin and Damien Greathead In the inaugural episode of It’s Not Just the Numbers , hosts Penny Breslin and Damien Greathead deliver a candid, experience-driven conversation aimed at accounting and bookkeeping firm owners seeking to move beyond comp...

The path to influence in accounting starts with finding your voice—and sharing it on stage.   Accounting ARC With Liz Mason and Donny Shimamoto Center for Accounting Transformation Forget the clichés of accountants buried in spreadsheets. Today’s most innovative CPAs are more likely to be found keynoting tech conferences, moderating panels on firm transformation, or networking at rooftop reception...

New tax proposal offers four years of relief for qualified workers, starting retroactively in 2025. Quick Tax Tip With Art Werner CPE Today During his campaign rallies, Donald Trump made repeated promises to eliminate taxes on overtime pay, and that promise has now been incorporated into legislative language. According to tax expert Art Werner, the proposed tax break is indeed included in the new...

"I had to learn to be a political animal." Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines In a candid conversation on the Big 4 Transparency show, former CohnReznick CEO Frank Longobardi offers a sweeping view of the accounting industry's transformation, advocating for private equity investment as a necessary catalyst for modernization. Speaking with host Dominic Piscopo, Longobardi...

Even small improvements to internal controls can reduce the average $700,000 loss from financial statement fraud. Quick Tech Talk With Steve Yoss CPE Today Fraud isn’t just a nuisance—it’s a multimillion-dollar drain on businesses every year. According to the Association of Certified Fraud Examiners (ACFE), organizations lose an estimated 5% of their annual revenue to fraud. That amounts to a stag...

Legacy firms may value tenure, but firms of the future prioritize impact, innovation, and client fit.   The Disruptors With Liz Farr For most CPAs, the road to partner is long and narrow—often paved with decades of grueling hours and delayed ownership. But Aaron Dickerson, founder of Dickerson CPA in Austin, Texas, had no interest in waiting 20 years to earn a seat at the table. CPA TRENDLINES CEL...

Only firms embracing culture, collaboration, and client impact will survive the next era.   By Rory Henry CFP®, BFA™ For CPA Trendlines The traditional CPA firm model is at a major crossroads. With an aging leadership base, evolving client expectations, and growing private equity interest, firms must rethink how they operate—or risk falling behind.  MORE Rory Henry and The Holistic Guide to Wealth...

Private equity is redefining influence, and only agile, change-ready professionals will survive. Accounting Influencers With Rob Brown In the next 36 months or so, nearly half of accounting leaders could find themselves labeled as legacy problems . That’s the stark prediction in the latest episode of Accounting Influencers , where host Rob Brown unpacks how private equity is fundamentally reshapin...

Attention CPAs and accounting pros! Are you ready to take your practice to the next level? Then it’s time to upgrade to CPA Trendlines PRO Membership —your all-access pass to premium insights, strategies, and tools designed just for YOU! Get exclusive access to over 7,000 articles, tools, and expert analyses —keeping you ahead of the curve in practice management, growth, and industry trends! Enjoy...

Differentiation, confidence, and connection can transform firms. Capstone Conversations By Jean Caragher For CPA Trendlines Bonnie Buol Ruszczyk, founder of BBR Companies and one of the accounting profession’s most respected marketing strategists, joined Jean Caragher for a compelling episode of Capstone Conversations —this time as a newly inducted member of the Association for Accounting Marketin...

Emerging professionals and a Gen X CFO explore mentorship, curiosity, and why success no longer wears a suit and tie. Accounting ARC With Arpan Grewal and Chayton Farlee Center for Accounting Transformation When you think of accounting, do you picture spreadsheets and number crunchers locked in back offices? Think again. In a special student-led edition of the Accounting ARC podcast, high school s...

SALT changes may not be as sweet as clients think. Quick Tax Tip With Art Werner CPE Today Tax guru Art Werner doesn’t pull punches—and when it comes to the state and local tax (SALT) deduction limits in the proposed “Big Beautiful Bill,” he’s sounding the alarm for tax pros across the country. “This was the one area under the Tax Cuts and Jobs Act that had the most screaming going on,” Werner say...

As language evolves, clarity and authenticity are more important than ever. MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines In this episode of MOVE Like This , host Bonnie Buol Ruszczyk welcomes Cass Bailey, CEO of Slice Communications, for an insightful discussion on how firms—especially those in professional services—can effectively communicate their organizational values in a way th...

Don’t be the next victim. Spot--and stop--fraud early.     Quick Tech Talk With Steve Yoss CPE Today Occupational fraud remains one of the most pervasive and costly threats to organizations worldwide—and many companies may be underestimating the risk. A recent Quick Tech Talks episode delves into key findings from the Association of Certified Fraud Examiners' (ACFE) 2024 Report to the Nations, unc...

Accounting must abandon toxic traditions, prioritize people over profits, and rebuild its mentoring culture—or risk losing the next generation entirely.   The Disruptors With Liz Farr Yuri Kapilovich didn’t set out to become #TheFunCPA. It started as a casual hashtag when he shared photos from buses and bikes, but it stuck—especially after a networking event where attendees misread his booth sign...

"No one wants to leave the IRS more than they have to."  By Rory Henry CFP®, BFA™ For CPA Trendlines An estimated 10 to 12 million Boomer-owned businesses are expected to transition over the next decade. That’s a massive wave of planning, liquidity events, and legacy questions. Yet experts say most owners don’t engage advisors until they’re well into the deal process. MORE Rory Henry and The Holis...