CPA Trendlines Podcasts

You don’t need all the answers, but you do need to ask the right questions. The Disruptors With Liz Farr About ten years ago, Roger Knecht, President of Universal Accounting, noticed that while accountants wanted to move into the advisory space, few had any idea how to make that transition. So he talked to business owners about what they’d like to see and developed a curriculum to help accountants...

Understanding the story behind the data is critical to success. Capstone Conversations By Jean Caragher For CPA Trendlines Katie Tolin, a veteran marketing strategist and the driving force behind CPA Growth Guides, recently sat down for a Capstone Conversation to share her expertise on navigating the complexities of marketing in the accounting industry. Tolin, a decorated member of the Association...

Uncover how regulations, investor demands, and market expectations are driving organizations to embrace sustainable practices. Gear Up for Growth With Jean Caragher For CPA Trendlines In a world where sustainability is increasingly critical, Environmental, Social, and Governance (ESG) has emerged as a vital component of the accounting profession—described as the "fourth leg" of the accounting stoo...

Outdated technology, unrealistic billable hours, and "unlimited PTO" among key issues discussed.  Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto. Center for Accounting Transformation The accounting profession is undergoing significant change, and workplace culture is at the forefront of that transformation. In a recent episode of Accounting ARC, industry leaders Donny Shimamoto,...

Helping clients with these filings isn’t just a responsibility—it’s a chance to enhance your practice and grow your billable hours. Quick Tax Tip With Art Werner CPE Today Today, tax professionals are navigating an increasingly complex landscape, where compliance extends beyond the familiar Internal Revenue Service (IRS), including FinCEN and the Financial Crimes Enforcement Network. A division of...

Stop wearing your hours worked as a badge of honor. The Disruptors With Liz Farr A few months ago, Beth Whitworth emailed her remaining legacy 1040 clients, informing them that they would have to move over to the subscription-based model she’s been implementing over the last few years. “I will say it's scary,” she says. “And when I pushed the button and then sent the email, I was like, 'Oh, what'd...

Your data has probably already been exposed. Quick Tech Talk With Steve Yoss CPE Today Data breaches have become an unfortunate reality in the digital age, and with them, the risk to personal and financial information continues to grow. However, there is a simple yet powerful way to protect your accounts: multi-factor authentication (MFA). MORE STEVE YOSS MORE TECH Exclusively for PRO Members. Log...

Discover why intentionality and clarity are key traits for successful leaders. Gear Up for Growth With Jean Caragher For CPA Trendlines Leadership in accounting firms requires a shift from technical expertise to guiding and empowering teams. Jason Blumer, founder and CEO of Blumer CPAs, discusses the journey of embracing leadership roles, overcoming self-doubt, and fostering a service-oriented min...

CEO says private equity isn’t about cost-cutting—it’s about investing in technology and talent. Accounting ARC With Donny Shimamoto. Center for Accounting Transformation The accounting profession is evolving, and if private equity is any indicator, firms like Prosperity Partners are leading the charge. In the latest Accounting ARC episode, host Donny Shimamoto, CPA.CITP, CGMA, speaks with CEO and...

The IRS is increasing scrutiny, and your due diligence must meet the challenge. Quick Tax Tip With Art Werner CPE Today As the IRS increases its enforcement efforts fueled by new funding and additional agents, understanding and practicing due diligence is more critical than ever for tax professionals. Due diligence requirements, established to ensure compliance with tax law, place a significant re...

Be blunt. Give your clients the advice they should hear, not what they want to hear.  The Disruptors With Liz Farr The talent crunch in accounting isn’t an issue for Mike Sylvester. Last year, 40 accountants applied to work at his firm, SBS CPA Group . He’s had serious inquiries from people at top 50 firms eager to work with him. Further, he just hired someone from a top 10 firm who says the benef...

Balancing tech, trust, and innovation. Accounting Influencers with Rob Brown Jason Staats shares insights on balancing innovation, mental health, and technology in today’s profession. Staats, known for combining accounting expertise with entrepreneurial thinking, has become a prominent voice in the field. More Accounting Influencers with Rob Brown here Staats’ mission is to help accountants and fi...

Efficiency meets innovation when you turbocharge audits with AI.   Quick Tech Talk With Steve Yoss CPE Today Accountants can leverage AI tools—not just the industry-specific platforms like MindBridge and Inflow Systems, but also generative AI tools such as ChatGPT and Claude—to enhance their auditing processes. MORE STEVE YOSS MORE TECH Exclusively for PRO Members. Log in here or upgrade to PRO to...

"A firm’s culture during busy season reveals its true colors."   Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto. Center for Accounting Transformation As the busiest time of year looms for accountants, industry leaders Byron Patrick, CPA.CITP, CGMA; Donny Shimamoto, CPA.CITP, CGMA; and Liz Mason, CPA, share practical advice for maintaining resilience during tax season. Their conv...

If you try to help everyone, you don’t help anyone. The Disruptors With Liz Farr Salim Omar, CPA, opened his firm in 1996 after working as a CFO in a small investment boutique firm because he wanted to be his own boss. But the experience was terrible: “I found myself working long hours. I was not enjoying the work I was doing. Having the team was a revolving door.” “There’s got to be a better way,...

"This is the golden age of opportunity for accounting marketers. Let’s seize it.” Capstone Conversations By Jean Caragher For CPA Trendlines Accounting marketing has come a long way since the landmark Bates v. State Bar of Arizona case, which 45 years ago allowed professional services firms to market their services. Today, as firms navigate digital transformation, client experience, and talent cha...

Learn why the upcoming busy seasons could be among the most demanding in recent memory. Quick Tax Tip With Art Werner CPE Today According to seasoned tax educator Art Werner, the next busy season may be the last of what he calls a "lull period." Preparers are currently working under existing laws, dealing with the tax returns for the 2024 calendar year. However, significant changes are expected on...

Accounting ARC wraps 2024 with insights and bold 2025 predictions. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto. Center for Accounting Transformation Since its launch in May, the Accounting ARC podcast, hosted Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, has quickly gained traction as a thought leader in accounting. As the year concludes,...

Risk-taking and transparency emerge as key drivers for success in accounting marketing. Capstone Conversations By Jean Caragher For CPA Trendlines When Katie Lyles joined Dallas-based accounting firm Lane Gorman Trubitt at the end of 2019, she anticipated a role focused on coordinating live events. Little did she know, her career trajectory would be shaped by a global pandemic, propelling her into...

In a world of AI, outsourcing, and shifting client expectations, accountants can remain indispensable. Accounting Influencers with Rob Brown Michael King’s journey to becoming a fractional CFO and mentor to accounting professionals is as unconventional as it is inspiring. A former nuclear submarine engineer, King transitioned into the world of business management, eventually running a $90 million...

Save time and reduce errors with automated transaction mapping.    Quick Tech Talk With Steve Yoss CPE Today Artificial intelligence is a game-changing technology. Its ability to take on tedious processes allows accountants to focus on higher-value work. A prime example is bank feeds in applications like QuickBooks, Xero, and other accounting platforms. MORE STEVE YOSS MORE TECH Bank feeds already...

"I’d rather have questions I can’t answer than answers I can’t question."   Accounting ARC With Donny Shimamoto. Center for Accounting Transformation Ron Baker discusses his revolutionary journey in accounting, his challenge to the status quo, and how accountants can lead transformation.  MORE Accounting ARC: Angie Grissom: Next Gen Inspo for Accountants | Does Accounting Belong in STEM? | Rose Wa...

Create a win-win with "The ROI Method of Value Pricing." The Disruptors With Liz Farr In 2016, Jackie Meyers needed a change.  Long hours, health issues, and missing out on her kids’ activities forced her to make a radical change. She leaned into tax advisory and tried a new value pricing methodology, which “tripled to quadrupled revenue for our clientele,” even after selling 60 percent of her cli...

Firms that embrace marketing as a strategic priority unlock opportunities for growth and differentiation. Capstone Conversations By Jean Caragher For CPA Trendlines The world of accounting marketing is one of transformation, resilience, and adaptability. Few individuals embody these qualities as profoundly as Lauren Clemmer, the former Executive Director of the Association for Accounting Marketing...

Accountants who stay silent risk disappointing--and probably losing--clients. Accounting Influencers with Rob Brown Accountants, take charge of your client relationships—that was the call to action from Susan Bryant, CPA, on a recent episode of Accounting Influencers. The episode, hosted by Rob Brown, highlights Bryant’s mission to empower accountants to refine their client base, set professional...