CPA Trendlines Podcasts

Technologies like AI and Web3 could eventually unlock blockchain’s full potential. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Is blockchain dead? In a thought-provoking Accounting ARC, hosts Liz Mason, CPA, and Donny Shimamoto, CPA.CITP, CGMA; and Byron Patrick, CPA.CITP, CGMA; tackle the pressing question and brainstorm other blockchain...

Mental load includes the invisible cognitive effort that goes into even the smallest tasks—and it’s constant. MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines In the latest episode of MOVE Like This, Tricia Bencich, Inclusion and Social Responsibility Associate Director at Moss Adams, returns to the show to tackle a topic that resonated deeply with attendees of the 2024 MOVE Mini Summit...

Despite uncertainties, accountants have an opportunity to lead clients with confidence, expertise, and a forward-looking strategy. Quick Tax Tip With Art Werner CPE Today In the latest episode of Quick Tax Tip, seasoned tax expert Art Werner brings a refreshing perspective: optimism. Click here for more Art Werner Even amid constant regulatory changes, economic fluctuations, and the looming possib...

"If you can’t afford fair salaries, it’s time to fix your machine—not squeeze your people." The Disruptors With Liz Farr Like many accountants, Dominic Piscopo, the founder of Big4Transparency.com, was frustrated by the lack of transparency in salary data. “I’d found it really, really frustrating trying to get good quality data on what to expect, looking ahead for my salary,” Piscopo explains. Bef...

Pivotal incentives, like cost segregation studies and energy credits, can revolutionize accounting firm service models. The Concierge CPA With Jackie Meyer For CPA Trendlines In the latest episode of The Concierge CPA, host Dr. Jackie Meyer sits down with Heidi Henderson, executive vice president of Engineered Tax Services (ETS), to discuss elevating accounting practices through specialty tax ince...

"Your top clients are your competitors' top prospects. Are you showing up as their trusted advisor?"   Accounting Influencers with Rob Brown How well-equipped is the accounting profession to handle rapid technological advancements and a changing workforce? Are firms ready to embrace the future or stuck in outdated models?    More Rob Brown Rob Brown hosts an expert panel featuring Angie Grissom, c...

Uncover growth hidden in plain sight. Gear Up for Growth With Jean Caragher For CPA Trendlines In the latest Gear Up for Growth, host Jean Caragher, president of Capstone Marketing, sits down with Wade Clark, associate director-sales programs at Moss Adams and author of "Simplifying Complex Sales." Their conversation delivers two critical messages for CPAs and firm leaders: the necessity of consis...

The future is watching. Accounting ARC With Arpan Grewal Center for Accounting Transformation In the latest Student Led Conversations episode of Accounting ARC, high school student Arpan Grewal hosts a dynamic dialogue with ESG Advisory senior manager Tiffany Huey from BPM, showing how accounting is becoming a surprising tool for tackling global challenges like climate change and social equity. MO...

Start with proactive planning instead of reactive reporting. Quick Tax Tip With Art Werner CPE Today As tax season winds down and the dust settles, many CPAs are eager for a breather. But in the latest Quick Tax Tip with Art Werner podcast, the seasoned tax educator offers a powerful—and timely—reminder: now is not the time to coast. Instead, it's the perfect opportunity to pivot from tax historia...

"Too often, we're stepping over dollars to pick up pennies." The Disruptors With Liz Farr By age 25, Debbie Kilsheimer was already disrupting the traditional accounting mindset. At her first job, she questioned why clients were billed by the hour when speed and efficiency weren’t rewarded. “The smarter I get, the more efficient I become, the less you make,” she told her boss. “I don’t understand t...

Optimizing the client experience is the real key to growth and profitability. The Concierge CPA With Jackie Meyer For CPA Trendlines On a recent episode of The Concierge CPA, Liscio founder and CEO Chris Farrell joins host Jackie Meyer to challenge the conventional wisdom about workflow systems in accounting. His core message? Firms don’t just need better systems—they need a client-first approach...

“Accounting isn’t a ‘fake it till you make it’ job." MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines In a recent episode of Move Like This , Ashley Kostos, sales manager at Accountests , joined host Bonnie Buol Ruszczyk to explore how data-driven assessments are helping accounting firms hire smarter, retain top talent, and create clearer career paths. With ongoing staffing shortages an...

Raising the bar on client service doesn’t mean sacrificing all your time.    Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Technology has changed how firms operate, but relationships—and setting clear expectations—remain central to client satisfaction.  In a recent episode of Accounting ARC, co-hosts Liz Mason, CPA; Byron Patrick, CPA.CITP,...

Without the right strategy, even the best intentions can go to waste.   Quick Tax Tip With Art Werner CPE Today Charitable giving can be a powerful tool for clients seeking tax advantages and for ensuring their donations are used wisely. Yet, many clients—and even some professionals—remain unaware of one of the most accessible vehicles for achieving these goals: donor-advised funds. Click here for...

Expand capabilities, boost client satisfaction, and build thriving businesses—without sacrificing independence. The Disruptors With Liz Farr Dave Kersting, founder and CEO of Capovario, is disrupting the status quo firm structure by introducing co-firming. While he and Tanya Schulte, owner of The Profit Constructors, started on the co-firming path in a contractor-subcontractor relationship, they q...

Explore the rising threat of national debt, future tax hikes, and how Americans can prepare. The Concierge CPA With Jackie Meyer For CPA Trendlines The U.S. is hurtling toward an economic reckoning, and most Americans are dangerously unprepared. That’s the warning delivered in the latest episode of The Concierge CPA podcast, where host Jackie Meyer sits down with financial planning expert David Sp...

“If you think change is hard, try not changing and see what happens.” Accounting Influencers with Rob Brown In part one of this Accounting Influencers podcast, special guest Hannah Munro, managing director of transformation consultancy with ITAS and host of the CFO 4.0 podcast, joins the conversation to unpack the realities of change and transformation in today’s volatile world. More Accounting In...

Hall of Fame leaders share the lessons, mistakes, and trends shaping the future of firm growth. Gear Up For Growth With Jean Caragher For CPA Trendlines In a special episode of Gear Up for Growth, four Hall of Fame members from the Association for Accounting Marketing (AAM) reunite to reflect on how accounting marketing evolves—and to deliver advice for today’s growth leaders. Host Jean Caragher,...

Shaky markets. Panicky clients. Accountants, it’s your time to shine.  Accounting ARC With Liz Mason Center for Accounting Transformation President Donald Trump’s tariff announcement has sent shockwaves through the business community—and accountants are on the frontlines of the fallout.  In the latest Accounting ARC podcast, Liz Mason, CPA, and Ron Baker, CPA (inactive), analyze the implications o...

Unlock the full value of charitable contributions with one of the tax code's most underused tools. Quick Tax Tip With Art Werner CPE Today What if you could give more, support your favorite causes for years to come, and still walk away with a sizable tax deduction—all in one smart move? Click here for more Art Werner That’s the opportunity donor-advised funds (DAFs) present, and the latest Quick T...

The real value of accounting isn’t in the numbers but in the conversations we’re not having. The Disruptors With Liz Farr Liz Scott, like many other Disruptors, prefers keeping her firm small. “I did try and grow my firm to this million-dollar firm. And I found myself in a spot where I was managing 10 team members, and that's all that I had time for,” she recalls. “So I wasn't able to do the thing...

"Every problem looks big from a distance, and every opportunity looks small." The Concierge CPA With Jackie Meyer For CPA Trendlines For many, the road to success is paved with incremental progress. For Divakar Vijayasarathy, it was forged through sheer resilience, entrepreneurial grit, and an unyielding vision. In the latest episode of The Concierge CPA podcast, host Jackie Meyer sits down with t...

“Vulnerability takes courage, but it is the foundation of authentic leadership.” Accounting Influencers with Rob Brown In this episode of the Accounting Influencers Podcast , Rob Brown hosts John Fenton, former managing partner at BDO USA, leadership consultant, and “CEO Sensei.” Drawing from his experiences in accounting, athletics, and martial arts, Fenton unpacks the essence of effective leader...

"True inclusion isn’t about lowering standards; it’s about removing barriers so talent can rise." MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines In an era where diversity, equity, and inclusion (DEI) have become increasingly politicized, the accounting profession faces a defining moment. With a growing talent shortage and increasing client demands, firms cannot afford to lose qualifie...

If visions of the new administration come to fruition, the IRS could also be on the chopping block.   Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation In a recent episode of Accounting ARC, hosts Donny Shimamoto, CPA.CITP, CGMA; Liz Mason, CPA; and Byron Patrick, CPA.CITP and CGMA explore the provocative question, "What if the IRS was shut down...