CPA Trendlines Podcasts

Too many potential clients, not enough staff or capacity. Full show notes here Gear Up for Growth With Jean Caragher For CPA Trendlines “CAS is kicking CASS right now,” says Kane Polakoff, principal and CAS practice leader at CohnReznick, in the new episode of Gear Up for Growth, hosted by Jean Caragher, president of Capstone Marketing. “It’s on fire, especially over the last five or six years. Th...

Educators explore ethics, creativity, critical thinking and the future of learning in an AI-powered world. Student-Led Conversations With Harshita Multani Center for Accounting Transformation Artificial intelligence is no longer a future issue in education. It is already shaping how students study, how teachers prepare lessons, how universities think about access and admissions, and how employers...

Paying attention to personal stress signals can help professionals recharge before fatigue turns into burnout. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation In accounting, exhaustion does not always look dramatic.  Sometimes it looks like irritability. Sometimes it looks like staring at a spreadsheet that suddenly makes no sense. Sometimes i...

Understanding a company’s history, leadership, and future matters as much as financial statements. Accounting ARC With Donny Shimamoto Center for Accounting Transformation Donny Shimamoto, CPA.CITP, CGMA, opens a recent episode of Accounting ARC with a simple question: How do you value a business when the numbers tell only part of the story? His guest, Baria Jaroudi, a Houston-based director in BD...

Small Firm Success Requires Intention, Focus, and Community Full show notes here Gear Up for Growth With Jean Caragher For CPA Trendlines “Small firm practitioners need to remember that they are in the driver’s seat,” says Stephanie Otero, vice president, Small Firm Advocate at the AICPA, in this episode of Gear Up for Growth with Jean Caragher. MORE Jean Caragher here | Get her best-selling handb...

AI Won’t Replace Accountants. Instead, It Will Rewire the Business Model. FULL show notes here Big 4 Transparency With Dominic Piscopo, CPA Jody Padar, widely known as “ The Radical CPA ” and author of Radical Pricing , argues the future of accounting won’t be won by automation alone, but by a business model shift that elevates human judgment, advisory, and client relationships. MORE Dominic Pisco...

Young professionals bring adaptability and media literacy that firms need in an AI-driven era. Student-Led Conversations With Arpan Grewal  Center for Accounting Transformation Student-Led Conversations opens its second season with a conversation that reflects a larger shift underway in the accounting profession: rapid technology change, accelerating adoption of artificial intelligence tools, and...

The Collaboration Room turns online peer networks into practical tools for pricing strategy, tax planning, succession, and psychological safety. Sponsored by The Balanced Millionaire: The Advisor Edition by Dr. Jackie Meyer | See Today’s Special Offer Full show notes here The Disruptors With Liz Farr Before they co-founded The Collaboration Room, Rebecca Driscoll and Mike Sylvester, CEO of SBS CPA...

Rural communities offer meaningful work — and a chance to build a practice on purpose.  Accounting ARC With Donny Shimamoto Center for Accounting Transformation In an era when private equity rollups and “bigger is better” narratives dominate accounting headlines, Donny Shimamoto, CPA.CITP, CGMA, returns to a quieter question: What does it look like to build a firm — and a career — around serving t...

As AI automates compliance, value shifts to measurable outcomes and client aspirations. Full show notes here Gear Up for Growth With Jean Caragher For CPA Trendlines Author and strategist B. Joseph Pine II urges accounting firm leaders to confront a fundamental question: What business are you really in? MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firm...

How to reset pricing, rebuild margins, and stop “helping” clients into bankruptcy. Full show notes here The Disruptors With Liz Farr Candy Bellau didn’t set out to build a firm that could operate without her. But her hand was forced when her mother became ill.  “I kept dropping the ball at my own company and my team, the long-term members kept picking it up, and slowly but surely, they just absorb...

Ex-Baker Tilly CEO takes helm at a new “category” of CPA firm. By Rory Henry CFP®, BFA™ For CPA Trendlines Full show notes here When CPA firms talk about growth, the conversation often centers on acquisitions, headcount, or revenue targets. But Alan Whitman, the ex-Baker Tilly CEO and newly named CEO of a private-equity-backed hybrid, says sustainable growth requires something deeper: clarity of s...

Learn how easily pros tie well-being to success—and how fear of failure can distort self-worth. Accounting ARC With Byron Patrick and Donny Shimamoto Center for Accounting Transformation Busy season may still be a days out, but the stress response already starts to hum for a lot of accounting professionals — the calendar fills, the inbox tightens, and the margin for error feels like it shrinks to...

Expanding access while maintaining rigorous standards.  Gear Up for Growth With Jean Caragher For CPA Trendlines Full show notes here   “This legislation has real consequences – positive consequences – for the health of firms, corporate accounting departments, and the broader economy,” says Aiysha “AJ” Johnson, CEO and executive director of the New Jersey Society of CPAs, during her appearance on...

Label intent, clarify tone and choose the right channel so feedback lands as coaching, not conflict. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Leaders in accounting do not need to choose between being “nice” and being effective. In this ARC episode, Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP; and Liz Mason, CPA, make the ca...

Advisory at Scale Requires Systems, Not Heroics. Plus 5 More Takeaways. Complete  show notes here With Rory Henry CFP®, BFA™ For CPA Trendlines When firms talk about innovation in accounting, they often start with technology. But in my conversation with Nick Pasquarosa, founder and CEO of Bookkeeper360, it became clear that technology was never the starting point for his firm. It was the result of...

Why equity is the new standard for talent retention. Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines Full show notes here Jeremy Dubow, CEO and co-founder of Chicago-based Prosperity Partners, explains how entrepreneurship in accounting has shifted from demand-driven to capacity-constrained, and why transparent equity programs are becoming the new standard for talent retention. MORE...

Decode your energy signals, redesign your calendar, and stay sharp even when you're running low. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation As the calendar flips and the pace of work accelerates, many accounting professionals find themselves running on fumes. The holidays are over. Travel lingers in the body. Busy season looms. And yet, e...

State societies can evolve into engines of innovation, education, and workforce resilience. Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines At a time when the accounting profession is undergoing its most rapid transformation in decades, Jen Cryder, CEO of the Pennsylvania Institute of Certified Public Accountants (PICPA), is quietly redefining what a state CPA society can (and arguab...

Beyond revenue and margins, buyers are scrutinizing teams, culture, and operational health. The Disruptors With Liz Farr Brannon Poe, founder of Poe Group Advisors, says the key to a successful firm transaction is fit.   “I think having a good deal is really about having a good fit,” he says. Besides technical skills, “you have to have management styles that mesh well, you have to have client serv...

The silver bullet technique can transform messaging and persuasion. The Concierge CPA With Jackie Meyer For CPA Trendlines Most accounting professionals do extraordinary work—and still struggle to explain why it matters. That tension sits at the heart of a standout episode of The Concierge CPA , where host Dr. Jackie Meyer is joined by messaging strategist Neil Gordon for a wide-ranging conversati...

Unexpected tax bills erode trust fast. Most are preventable—if CPAs spot the warning signs early enough. Quick Tax Tip With Art Werner CPE Today Surprise tax bills remain one of the most common—and avoidable—sources of client frustration. In most cases, the issue isn’t aggressive planning gone wrong, but passive assumptions left unchecked throughout the year. Tax attorney Art Werner, JD, points to...

Reputation now grows through clarity and communication, not tenure. Accounting Voices With Rob Brown After two episodes dissecting the Big Four’s AI arms race, the final chapter of the mini-series turns the lens inward. This episode of Accounting Voices makes the case that staying competitive in an automated profession has less to do with budgets and bots — and everything to do with judgment, visi...

Training and growth—not just recruitment—will determine the profession’s future. Gear Up for Growth With Jean Caragher For CPA Trendlines When Jan Lewis, vice chair of the American Institute of CPAs (AICPA), says, “The world is a complicated place, and who better than a CPA to help cut through the noise?” she’s not offering a slogan. She’s issuing a call to action. More Jean Caragher here | Get he...

Firms use AI, planning, and “hope” to make tax season more manageable. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation As firms head into tax season, the hosts of Accounting ARC make a case for lowering the temperature — and the workload — with practical tech choices, proactive planning and a stronger focus on people. MORE Accounting ARC: Retu...