CPA Trendlines Podcasts

...And the 8 emerging leadership paths that can help you rise to the top... Accounting Influencers With Rob Brown In the world of accounting, influence is no longer the exclusive domain of Big Four alumni or Ivy League pedigrees. Each December, Accounting Today releases its Top 100 Most Influential People list, highlighting leaders who shape the profession. The surprising truth behind many of thes...

Understanding the full picture delivers higher ROI. Capstone Conversations By Jean Caragher For CPA Trendlines In this episode of Capstone Conversations with Jean Caragher of Capstone Marketing, Alex Miller, marketing manager at Lanigan Ryan and the Association for Accounting Marketing’s 2025 Volunteer of the Year, shares powerful insights about the evolving role of marketers in accounting firms....

The ARC team spills their messiest moments and why grit—not perfection—matters most.  Accounting ARC With Byron Patrick, Liz Mason, and Donny Shimamoto Center for Accounting Transformation In the latest episode of Accounting ARC, hosts Donny Shimamoto, CPA.CITP, CGMA; Liz Mason, CPA; and Byron Patrick, CPA.CITP, CGMA, lay down their professional armor to explore one central theme: grit—what it mea...

"Every bill hides a tax increase." Quick Tax Tip With Art Werner CPE Today Trump’s new “Big Beautiful Bill” might look like a win for taxpayers...but not so fast. For accountants, lawyers, consultants, and other professional service providers, it could bring a stealthy tax hike. Click here for more Art Werner In this episode of Quick Tax Tip, expert Art Werner unpacks how this proposed legislation...

Plus, get 20 key takeaways, including life after layoffs. Accounting Influencers With Rob Brown As technology transforms the accounting profession, jobs are being redefined—or eliminated altogether. In this episode of Accounting Influencers , host Rob Brown unpacks the wave of layoffs sweeping through the Big Four and leading software providers and what it means for the future of accounting career...

Back up your data in 10 minutes or less. It could be the most important thing you do today.   Quick Tech Talk With Steve Yoss CPE Today In the latest episode of Quick Tech Talks, you’ll learn why backing up your data isn’t just for IT professionals or large companies—it’s something anyone can do in just 10 minutes, using tools you likely already have. MORE Steve Yoss here MORE TECH Whether you're...

Your real ROI comes from relationships, not spreadsheets.   The Disruptors With Liz Farr Martha Yasso didn’t just balance billion-dollar books — she watched businesses crumble under them. CPA TRENDLINES CELEBRATES: The 100th Episode of The Disruptors MORE Jackie Meyer and The Concierge CPA MORE STREAMING: Jackie Meyer: Tax Plans in 90 Seconds? Believe It | Erica Goode: Build a $200K Firm in 15hrs/...

Research shows that money activates more areas of the brain than sex, death, politics, or religion.    By Rory Henry CFP®, BFA™ For CPA Trendlines A recent McKinsey study found that the demand for holistic financial advice increased 60% from 2018 to 2023. Meanwhile, another McKinsey study projected a shortage of 100,000 financial advisors by 2034 . That gap is leaving a massive opportunity for CPA...

Leaders must decide whether to follow the money—or protect their independence. Accounting Influencers With Rob Brown In a striking shift that’s redefining the accounting profession, private equity is no longer circling—it’s landed. On a recent episode of the Accounting Influencers Podcast , host Rob Brown breaks down what might be the most transformative trend facing accounting firm leaders today:...

To turn disruption into opportunities, get marketers to the table "early and often." Capstone Conversations By Jean Caragher For CPA Trendlines Kristen Lewis, Managing Director of Marketing for EisnerAmper and the 2025 Association for Accounting Marketing (AAM) Marketer of the Year, joins Jean Caragher on Capstone Conversations to share lessons from her marketing leadership, insights on post-pande...

Hosts call out the fiscal dysfunction behind America’s school meltdown. Accounting ARC With Byron Patrick, and Donny Shimamoto When CNBC published a video examining why U.S. public schools are facing severe budget shortfalls, it sparked a passionate accounting conversation. On the Accounting ARC podcast, co-hosts Donny Shimamoto, CPA.CITP, CGMA, and Byron Patrick, CPA.CITP, CGMA, offer a reaction...

...Before year-end chaos returns... Quick Tax Tip With Art Werner CPE Today Busy season is behind us. Year-end reporting deadlines haven’t hit yet. That makes right now the sweet spot for strategic client outreach—and tax professionals shouldn’t waste a second of it. Click here for more Art Werner In the latest episode of the Quick Tax Tip podcast, listeners get an urgent wake-up call: This is the...

“You can have inclusion without belonging, but it’s not going to stick. People need to feel they matter.” MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines In this episode of MOVE Like This , host Bonnie Buol Ruszczyk talks with Jim Wallace, CEO of BPM, about how the firm has embedded diversity, equity, inclusion, and belonging (DEIB) into the core of its culture and strategy. With more...

A brief disruption could cost you thousands. A complete failure could cost you everything. Quick Tech Talk With Steve Yoss CPE Today In the digital era, your data is your most valuable asset. Whether you're serving clients, analyzing operations, or simply keeping your business afloat, uninterrupted access to accurate data is essential. But what happens when that access is suddenly taken away? MORE...

Boundaries, balance, and tech-powered efficiency are key to more fulfilling work.   The Disruptors With Liz Farr Jackie Meyer envisions a future where every taxpayer “has some kind of democratized access to tax-saving ideas.” Those on the lower end of the income spectrum might be able to upload their 1040s for an instant readout of missed tax saving opportunities and connection to an advisor. CPA...

Connecting the dots between behavior, legacy, and tax strategy unlocks greater trust—and stronger returns—for clients. By Rory Henry CFP®, BFA™ For CPA Trendlines In today’s evolving advice landscape, being an expert in investment portfolios or tax returns is just table stakes. To stand out in a crowded field, you must be able to think at least two steps ahead of your clients. It means helping cli...

This interdisciplinary approach offers a glimpse into the future of the accounting profession. The Concierge CPA With Jackie Meyer For CPA Trendlines In this episode of The Concierge CPA , host Jackie Meyer introduces an extraordinary guest who truly embodies the term concierge advisor . Meet Chris Papin—CPA, attorney, insurance producer, and all-around problem-solver for small business clients na...

Ditch bland blogs and craft content that actually converts. Accounting Influencers W ith Rob Brown In this Accounting Influencers episode, Nick Huber—former Financial Times journalist and expert in content strategy—calls out the elephant in the accounting marketing room: most firm content is forgettable. But it doesn’t have to be.  More Accounting Influencers with Rob Brown here  Instead of cranki...

They're not leaving the firm. They're leaving you.   Gear Up for Growth With Jean Caragher For CPA Trendlines What’s driving talent out of accounting firms? According to Kimberly Ellison-Taylor, CPA, CGMA, CITP, CISA, everything from outdated leadership to untold success stories is pushing promising professionals away. In this episode of Gear Up for Growth , powered by CPA Trendlines, host Jean Ca...

Discover the link between triggers, burnout, and the power of saying “not right now.” Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Let’s be honest: the accounting profession isn’t exactly known for work-life balance. Long hours, tax season sprints, and "just one more thing" emails can leave even the most seasoned pros teetering on the edge...

From unclear goals to digital missteps, this episode outlines what it takes to transform with confidence. Accounting Influencers With Rob Brown Change isn’t slowing down. It’s speeding up. And according to Hannah Munro, that’s precisely why finance professionals can’t afford to treat transformation as a one-time event. More Accounting Influencers with Rob Brown here In this episode of Accounting I...

CPAClub is doing what few dared: killing the billable hour, shrinking the workweek, and proving that audit doesn’t have to suck. The Disruptors With Liz Farr Public accounting has long had a reputation for being slow to change, but in the world of audit, that pace has been glacial. Chris Vanover, CPA, founder and president of CPAClub (formerly AuditClub), is here to challenge that status quo. In t...

"We've got a real problem. And no easy fix." Accounting Influencers With Rob Brown The accounting profession is undergoing a seismic shift—and not all of it bodes well for those who value independence, innovation, or client service. In this episode of Accounting Influencers, veteran tech strategist Randy Johnston, shareholder at K2 Enterprises, reveals the hard truths behind the changing operation...

Get more control, greater flexibility, and a path to smarter growth. Gear Up for Growth With Jean Caragher For CPA Trendlines In this episode of Gear Up for Growth, powered by CPA Trendlines, Anshul Agrawal, founder of June15 Consulting, shares how direct ownership offshoring is helping CPA firms unlock long-term value and sharpen their competitive edge.  Gear Up for Growth spotlights the best str...

Learn why today’s students want more than titles—and how employers should respond. Accounting ARC With Arpan Grewal and Harshita Multani Center for Accounting Transformation Accounting ARC: Student-Led Conversations isn’t just another student podcast—it’s a cross-generational wake-up call. In this episode, business students Arpan Grewal and Harshita Multani, both interns for the Center for Account...