CPA Trendlines Podcasts

Focus on your clients...or someone else will. Gear Up for Growth With Jean Caragher For CPA Trendlines Bill Sheridan, chief communications officer at the Maryland Association of CPAs, believes CPA firms must embrace change to stay competitive. As technology automates compliance work, firms that focus on client advisory services will be the ones that thrive.  “Our clients’ expectations are changing...

“Without AI literacy, we’re all at risk.”  Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Artificial intelligence is revolutionizing accounting, automating everything from bookkeeping to tax preparation. But as AI advances, accountants must ask: Can we trust it?  In this Accounting ARC episode, Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick,...

Make the most of financial contributions. Quick Tax Tip With Art Werner CPE Today When it comes to charitable giving, many people think of writing an annual check to their favorite nonprofit. However, strategic charitable planning is much more than just making a yearly donation—it’s about aligning generosity with effective tax strategies to maximize impact while benefiting both the donor and the r...

Do the work that fulfills you. The Disruptors With Liz Farr Cannabis accounting is not for the faint of heart, says Monique Swansen, owner of Accounting for Green, which provides accounting services to cannabis businesses. First, there’s a big inventory component, so “if you're an accounting professional that does not want to deal in inventory, cannabis is not your space,” Swansen says. Cannabis i...

Engaging staff in proactive fraud detection can be critical in spotting issues early. Quick Tech Talk With Steve Yoss CPE Today Fraud detection isn’t just the responsibility of leadership—it’s a team effort. One of the most effective ways to safeguard your firm and clients from fraud is to empower your staff with the knowledge and awareness needed to recognize red flags. In the latest episode of Q...

Failure to address corporate climate can critically impact talent recruitment and retention. With Jean Caragher For CPA Trendlines Amy Vetter, CEO of the B3 Method Institute, discusses how accounting firms can transform workplace culture, reduce stress, and empower leaders to create a thriving work environment on the latest Gear Up for Growth episode. “A thriving workplace culture starts with stro...

“It’s not about what’s happening today, but about staying ahead of what’s coming next.”  Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation “Without research, we’re just guessing,” says Donny Shimamoto, CPA.CITP, CGMA, setting the tone for a compelling discussion on the latest episode of Accounting ARC. Alongside fellow thought leaders Liz Mason,...

Look for silver linings in tough situations. Quick Tax Tip With Art Werner CPE Today With tax season in full swing, many accountants are deep in the trenches, sorting through clients’ paperwork and preparing returns. While proactive tax planning is ideal, there are still opportunities to help clients optimize their tax situation—even in February and March. Tax expert Art Werner stresses that while...

Meet your clients where they are. The Disruptors With Liz Farr When Tina McGill, founder of MMAS CPA , transitioned from working as an assistant CFO at a university to public accounting, she first noticed “how segmented we were from the client experience.” She was delivering the data the partners told her needed to be delivered, “But the client didn't necessarily understand what I was delivering.”...

Level up your skills with powerful lookup formulas. Quick Tech Talk With Steve Yoss CPE Today For professionals wrestling with massive datasets, finding specific information in Excel can feel like searching for a needle in a haystack. Whether it’s a customer ID, transaction number, or check number, pinpointing related details like totals, names, or dates can be daunting without the right tools. En...

"You don’t get to choose the leader you need to be. Your people tell you who you need to be to get the best out of them." Accounting Influencers with Rob Brown Leadership is in the spotlight like never before. In a recent episode of the Accounting Influencers podcast, global leadership expert Mark Fritz shares his insights on how leaders can navigate today’s complex environment. Fritz emphasizes t...

Full commitment is critical in niche accounting. Gear Up for Growth With Jean Caragher For CPA Trendlines In the world of accounting, niche specialization is often a deliberate strategy. For Tim Allen, CPA, however, his journey into winery finance was more serendipitous than strategic. With over 30 years of experience—including time at a Big 4 firm, leadership roles at multiple wineries, and now m...

In a special episode, student Arpan Grewal asks questions future CPAs and business leaders need answered. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Introducing Special Guest Arpan Grewal Center for Accounting Transformation In an episode that flips the script, Accounting ARC features a fresh voice in business: Arpan Grewal, a high school junior and state officer for Indiana...

Reduce audit time by 20% without reducing quality. By Alan Anderson, CPA Transforming Audit for the Future For most audit firms, the concept of “just in time” means that the audit was completed and the financials were delivered “just in time” to meet the deadline. But in this webinar, Alan Anderson explains how concepts from just-in-time manufacturing can be applied to make audits more efficient,...

Don't just check the boxes. Provide benefits. The Disruptors With Liz Farr Stefan van Duyvendijk, Accounting Operations Evangelist at FloQast, wants accountants in the industry to expand their roles. In addition to the vital role of providing the basic requirements of accounting, he wants them to develop an operational mindset, as described in the book van Duyvendijk co-authored with Mike Whitmire...

Revolutionize how businesses visualize and interpret data. Quick Tech Talk With Steve Yoss CPE Today Businesses today are moving beyond traditional reporting methods to embrace the transformative potential of business intelligence tools. Industry leaders emphasize the importance of platforms like Tableau, Qlik, and Power BI, which allow companies to turn raw data into dynamic, interactive dashboar...

Removing clients isn’t just about profitability—it’s a firm-wide morale booster. Accounting Influencers with Rob Brown With over 35 years of industry experience, Jean Caragher has witnessed the profession's transformation, noting that marketing roles in accounting firms are now more strategic and influential than ever. More Accounting Influencers with Rob Brown here Caragher describes her work at...

Firms that price for time rather than value are holding themselves back.  Gear Up for Growth With Jean Caragher For CPA Trendlines For decades, accountants have relied on billable hours, tracking time spent on client work and invoicing accordingly. However, according to Michelle Golden-River, CEO of Fore LLC, this model is fundamentally flawed. “Accountants have taken their cost structure—allocati...

“Coaching isn’t about fixing people—it’s about helping them unlock their full potential.”  Accounting ARC With Donny Shimamoto. Center for Accounting Transformation For many accountants, career progression follows a predictable path—graduate, gain experience, and work toward a leadership role. However, as the industry transforms, many CPAs find themselves seeking something beyond technical experti...

Redefine how you hire and develop top accounting talent. The Disruptors With Liz Farr In 2012, Steve Evans’ friend Giles Pearson , a Big Four accountant in New Zealand, needed help. PwC kept making the same hiring mistakes because they had no way to assess a candidate’s technical accounting skills. Steve, an expert in psychometric testing, thought it might take half a day to scour the marketplace...

Unlock insights quickly, from QuickBooks to custom systems. Quick Tech Talk With Steve Yoss CPE Today Microsoft’s Power BI revolutionizes how professionals and businesses interact with their data. This cutting-edge tool, designed for business intelligence and dashboarding, is user-friendly, highly versatile, and incredibly powerful. Whether you’re working with sales, marketing, accounting, invento...

Firms must embrace AI, digital tools, and diversity to remain competitive. Accounting Influencers with Rob Brown In the latest episode of Accounting Influencers, an international panel of distinguished accounting professionals gathered to discuss the profession's challenges, opportunities, and future. Featuring Dr. Anton Lewis, Kelly Mann, Sabby Gill, and Eriona Bajrakurtaj and hosted by Rob Brown...

“Compensation is one tool, not the tool, to change behaviors and outcomes." Gear Up for Growth With Jean Caragher For CPA Trendlines Kristen Rampe, managing partner of Rosenberg Associates, spotlights two key drivers for CPA firm success: accountability and simplicity in partner compensation systems.  Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's compe...

From State Societies to the AICPA, the hosts shed light on the collaborative ecosystem guiding CPAs.  Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto. Center for Accounting Transformation The accounting profession operates within a complex framework of governance, where state and national organizations play critical roles in shaping standards, supporting professionals, and mainta...

Learn how a 1% owner can wield more power than a 99% shareholder under specific agreements. Quick Tax Tip With Art Werner CPE Today In today’s complex regulatory environment, the term "beneficial ownership" might sound straightforward, but it encompasses far more than simply owning shares in a company. A beneficial owner holds a controlling interest in a business entity. This control might be link...