CPA Trendlines Podcasts

Scaling an eight-figure accounting, tax, law and advisory firm by breaking all the rules. Full show notes here Big 4 Transparency With Dominic Piscopo, CPA Robert Gauvreau, FCPA, founder and CEO of Gauvreau Accounting, Tax Law and Advisory, joins Dominic Piscopo on the Big Four Transparency show to explain how he’s scaling an Ontario-based firm from a non-obvious location—Peterborough, not Toronto...

Transformation in audit can help predict clients’ futures. Full show notes here The Disrupters With Liz Farr For CPA Trendlines Audit has a reputation for being slow to change, but leaders like Sarah Flischel, Director of Audit Transformation and Training at AAFCPAs, are making it happen. “We’re fundamentally reimagining how audits are being conducted,” Flischel says. She’s pushing not merely for...

AI Readiness Gap Threatens CPA Firm Competitiveness. Full show notes here Gear Up for Growth With Jean Caragher Sponsored by The True Adviser: Buy now | Learn more “This is a make-or-break year for AI in accounting,” says Ellen Choi, founder and CEO of Edgefield Group, in the new episode of Gear Up for Growth, hosted by Jean Caragher. “Firms that don’t move now will start to see a widening gap bet...

Deliberate experimentation can unlock value—without creating costly mistakes.  Accounting ARC With Liz Mason and Byron Patrick Center for Accounting Transformation Artificial intelligence is moving fast—fast enough that even the people experimenting with it daily admit they’re still figuring it out in real time. On the latest episode of Accounting ARC, Byron Patrick, CPA.CITP, and Liz Mason, CPA,...

“They are requiring us to be the leaders that we deserved and didn’t get.” MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines Research In this episode of MOVE Like This , Trisha Daho joins Bonnie Buol Ruszczyk to talk about what’s really happening inside accounting firms when it comes to talent, leadership, and growth. Drawing on her experience as a former Big Four partner turned fraction...

The smart move is learning which signals matter and how to prepare. Accounting Voices With Rob Brown Full show notes here. If you work in an accounting firm today, you can feel the tension in the air. Something is shifting. You sense it before anyone tells you. Leaders start speaking in strange new phrases. Workloads rise without explanation. New people appear in meetings while familiar faces quie...

At stake: Growth, relevance and survival. Full show notes here. Gear Up for Growth With Jean Caragher Sponsored by The True Adviser: Buy now | Learn more CPA firm leaders must act decisively on technology, talent strategy and long-term identity or risk falling behind in a rapidly evolving marketplace, Lexy Kessler, Chair of the AICPA and a partner at Aprio, tells Jean Caragher in a new episode of...

Faster, Leaner, Closer to the Client, and Two Hours to an Engagement Letter. Full show notes here . Sponsored by The True Adviser: Buy now | Learn more Big 4 Transparency With Dominic Piscopo, CPA Former Deloitte colleague Stewart Spiers tells Dominic Piscopo about leaving the Big 4 partner path to help build a tax planning practice at TAAG – why SMB clients pulled him back, what changes in speed...

Value, quality, and effectiveness—not cost savings—should define success. Accounting ARC With Liz Mason, Donny Shimamoto, and Byron Patrick Center for Accounting Transformation Does meaningful AI adoption require scale, budget, and the dedicated innovation teams embedded in large accounting groups? In this episode of Accounting ARC, Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP; and Liz...

"We’re growing in a way that is strategic, and that we’re preparing our people to meet the demands of that growth.” MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines Research In this episode of MOVE Like This , Bonnie Ruszczyk sits down with Sarah Petrone, chief human resources officer at Clark Nuber, for a conversation about responsible growth, leadership pipelines, belonging, and what...

From Experiences to Transformations: The Future of Value Creation. Full show notes here  With Rory Henry The Holistic Guide to Wealth Management When advisors talk about differentiating themselves from the pack, the conversation often centers on providing better service models, improved technology, or more personalized experiences. But according to Fortune 500 management advisor Joe Pine, those le...

How savvy CPAs are unlocking powerful insights buried in their practice management systems. Plus: Download the slide deck. See  all the show notes here Gear Up for Growth With Jean Caragher For CPA Trendlines “What surprised me most isn’t what the data says,” says Michelle Golden River, CEO of Fore LLC, in a new episode of Gear Up for Growth, powered by CPA Trendlines. “It’s that almost every CPA...

The 2026 MOVE Project aims to turn caregiving challenges into actionable insights for firms. Accounting ARC With Liz Mason, Donny Shimamoto, and Byron Patrick Center for Accounting Transformation As accounting firms continue to grapple with talent shortages, retention challenges, and evolving workforce expectations, a growing segment of professionals is quietly carrying an additional burden — one...

Effective leaders create connection, recognizing that human-centered leadership is critical. MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines Research In this episode of MOVE Like This , Bonnie Ruszczyk is joined by Lisa Fitzgerald, Chief Human Resources Officer at Eide Bailly, for a conversation about talent, leadership, and what it takes to build workplaces where people actually want...

Freedom comes from systems. Full show notes here The Disrupters With Liz Farr For CPA Trendlines Sharrin Fuller isn’t your typical accountant. For one, she’s not a CPA. She doesn’t have an accounting degree. She didn’t even go to college. But despite lacking what most consider the usual credentials and following “the most unconventional and broken path possible,” she managed to build and sell two...

What It Means for Next Phase of Artificial Intelligence in Accounting. Full show notes here By Seth Fineberg For CPA Trendlines Research “Managing partner-in-residence” is not a standard role in accounting, and that was the first point of friction when Kenji Kuramoto was asked to explain his new job at Basis, the accounting AI agent company. What does that actually mean? The answer goes beyond one...

Internships, leadership roles, and networking accelerate success for accounting students...Plus 20 Key Takeaways! Student-Led Conversations With Chayton Farlee Center for Accounting Transformation What if the difference between a “typical” accounting student and a standout future professional isn’t GPA, but initiative? That’s the underlying theme of this episode of Student-Led Conversations , wher...

Illinois CPA Society CEO lays out the three big challenges. Full show notes here Gear Up for Growth With Jean Caragher For CPA Trendlines “What got you to this point is not going to be what gets your firm to its next major milestone,” says Geoffrey Brown, president and CEO of the Illinois CPA Society. MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms,...

MVP culture, investor pressure, and marketing—not product quality—often decide winners. Accounting ARC With Liz Mason and Byron Patrick Center for Accounting Transformation The accounting technology market looks crowded from the outside. New tools launch every month. Conference expo halls overflow with promise. And artificial intelligence is accelerating everything.  But beneath that surface, the...

Why chasing a number won’t solve clients’ financial anxiety—and what advisors should focus on instead. Full show notes here With Rory Henry CFP®, BFA™ For CPA Trendlines The Holistic Guide to Wealth Management When advisors think about financial planning, numbers, projections, and optimization strategies are what typically come to mind. But in a recent podcast conversation with me, Carl Richards c...

Sponsored by The True Adviser: Buy now | Learn more Big 4 Transparency With Dominic Piscopo, CPA Full show notes here Decimal CEO Matt Tait joins Dominic Piscopo to explain why his CAS firm is franchising its playbook, how it drives 50%-plus margins with queue-based delivery and daily book maintenance, and why private equity may accelerate – not kill – entrepreneurship in accounting. MORE Dominic...

Accounting Voices With Rob Brown Sponsored by The True Adviser: Buy now | Learn more If you feel like your accounting firm has become unpredictable, you are not imagining it. The ground is moving under your feet. People who spent years feeling stable and secure are suddenly unsettled. Partners are leaving. New leaders appear from nowhere. Titles change. Policies change. Strategies change. And no o...

And why culture matters more than ever. Full show notes here   Gear Up for Growth With Jean Caragher For CPA Trendlines Sponsored by The True Advisor:  Buy now | Learn more Alan Whitman isn’t trying to build a better CPA firm. He’s trying to replace it. At Nichols Cauley, the former Baker Tilly CEO is recasting the traditional accounting practice as a “financial services company”—a structure that...

Success breeds complacency – and obsolescence. Full show notes The Disruptors With Liz Farr Success, long the defining strength of U.S. accounting firms, is fast becoming their most dangerous liability, according to Oz Demirdovan, a PKF executive with a global portfolio. Flush with steady profits, deep client rosters, and decades of compliance-driven demand, many firms see little reason to change—...

How To Decide If Public Accounting Is Still Right For You. Full show notes Accounting Voices With Rob Brown You know a profession is under pressure when strangers online ask the same question every week. And in accounting, right now, that question is this. Should I leave public accounting? MORE Accounting Voices with Rob Brown | MORE CPA Trendlines Streaming Network It shows up constantly on our Y...