CPA Trendlines Podcasts

...And it has less to do with technical skills than firms expect. Accounting ARC - Student-Led Conversations With Arpan Grewal and Harshita Multani Center for Accounting Transformation As the accounting profession continues to grapple with talent shortages, shifting expectations, and generational change, one podcast is addressing those challenges from a rarely centered perspective: students themse...

Real employee stories, not polished slogans, are winning the war for talent. MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines In this episode of MOVE Like This, host Bonnie Ruszczyk sits down with Rob Brown, founder and host of the Accounting Voices podcast, to talk about what’s really driving change in the accounting profession.  Speaking from the UK with deep experience across the U.S...

Firms built on heroics instead of systems eventually crack. The Disruptors With Liz Farr Ashley Carroll thinks burnout is a design flaw, not a personal failing.  “I’m a big believer that burnout is a business model flaw,” she says. In response, Carroll created Operations House to help founders reduce burnout and “step out of that role as the provider, the doer, the practitioner, and into an owners...

Firms that prioritize, listen, and align position themselves for better long-term outcomes. By Rory Henry CFP®, BFA™ For CPA Trendlines Phil Whitman, President and CEO of Whitman Advisory, works with hundreds of CPA firms and more than 230 strategic investors across private equity, family offices, wealth management aggregators, and publicly traded consolidators. He sees a profession undergoing unp...

Influence is becoming career insurance for professionals. Accounting Voices With Rob Brown The accounting profession does not suffer from a lack of technical expertise. What it faces instead is a growing relevance gap. MORE Accounting Influencers with Rob Brown That tension sits at the center of Accounting Voices , the newly launched show formerly known as Accounting Influencers . Episode 1 opens...

Here's how to label, package, and price the value you already provide Gear Up for Growth With Jean Caragher For CPA Trendlines “With AI, we finally have the tools to free up time for advisory, and clients are asking for it,” says Megan Leesley, director of tax at Dark Horse CPAs, during her appearance on Gear Up for Growth, hosted by Jean Caragher of Capstone Marketing.  “They want more than a tax...

A new definition of “professional degree” limits loan access for accounting students and raises fresh alarms about equity, access, and pipeline.  Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation When the U.S. Department of Education released its negotiated language for implementing the “One Big Beautiful Bill” Act’s graduate loan reforms, most...

The number one complaint isn’t pricing, it’s confusion. . Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines For many business owners, finding the right accountant feels like an impossible task. You’re trusting someone with your finances, your future, and sometimes even your peace of mind. But in an industry dominated by word-of-mouth and vague Google listings, Sam’s List has emerged as...

Only disciplined planning, accountability, and open communication will cut through the industry’s rapidly thickening fog. The Disruptors With Liz Farr Matt Rampe sees the accounting industry as one “under a lot of pressure to change, and it’s changing very quickly.” The combination of a staffing crisis, retiring baby boomers, AI, private equity, and tax law is creating “the fog,” a period in which...

Understand the legal tax hack the IRS actually wants you to use. The Concierge CPA With Jackie Meyer For CPA Trendlines In a recent edition of the Concierge CPA podcast, host Dr. Jackie Meyer and guest Acen Hansen delivered a detailed, no-nonsense exploration of using the Backdoor Roth IRA and the Mega Backdoor Roth to harness tax-free growth — particularly for high-income earners and those focuse...

“If you don’t have accountability, you can never reach your ambition.”  It's Not Just the Numbers With Penny Breslin and Damien Greathead For CPA Trendlines If there’s one topic that never gets old in accounting, it’s technology. New apps promise smoother workflows, faster reconciliations, and smarter insights every year. Yet, despite all the innovation, many firms still struggle with the same pro...

Turn networking, sessions, and follow-up into measurable outcomes—not just time out of the office. Accounting Influencers With Rob Brown Seventy-six percent of professionals believe in-person conferences offer better networking opportunities than virtual events. But while accountants spend millions each year on registration fees, hotel rooms, and travel, only a fraction walk away with meaningful R...

Stop “playing small ball,” and reimagine client experiences. Gear Up for Growth With Jean Caragher For CPA Trendlines “A business model describes how you earn revenue when services are given away for free,” said Ron Baker, co-founder of THRESHOLD: A Revelation for the Transformation Economy, during his appearance on Gear Up for Growth, hosted by Jean Caragher of Capstone Marketing.  “That terrifie...

A CPA credential amplifies your ability to question systems and push for fairness. Accounting ARC - Student-Led Conversations With Arpan Grewal Center for Accounting Transformation Advocacy often appears on television as protest marches, campaign rallies, or contentious debates. But in a recent Accounting ARC – Student-Led Conversations episode, host Arpan Grewal and guest ZeNai Savage, CPA, recas...

The OBBBA just reset the rules. Quick Tax Tip With Art Werner CPE Today For the last several years, tax professionals, small businesses, and even casual online sellers have been living through what Quick Tax Tip host Art Werner calls “a fun roller coaster ride” —if you think tax compliance roller coasters are fun. In this episode, Werner breaks down the whiplash-inducing changes to Form 1099-K and...

Analytics, automation, and AI will reshape audit roles—and that should excite CPAs. The Disruptors With Liz Farr Audit is notorious for long hours, terrible work-life balance, reliance on endless checklists, and repeating the same mind-numbingly tedious procedures year after year. But some, like Kathryn Horton, are creating a different path for success as an auditor.    At her solo firm, Kathryn K...

Firms that translate AI-driven data into clear insight will lead the next era of advisory. By Rory Henry CFP®, BFA™ For CPA Trendlines Few people have been able to bridge the gap between emerging technology and the accounting profession the way Dr. Sean Stein Smith does. A CPA, researcher, Forbes contributor, and professor at Lehman College, Stein Smith serves on the advisory board of the Wall Str...

Poor onboarding frustrates clients, burns out staff, and kills profitability. It's Not Just the Numbers With Penny Breslin and Damien Greathead For CPA Trendlines Winning the client is exciting—but in Client Accounting Services (CAS), that’s just the opening act. The real work, and the real success, depends on what happens immediately after a prospect says “yes.” MORE Penny Breslin and Damien Grea...

Two-thirds of current firm leaders risk being obsolete within three years. Accounting Influencers With Rob Brown A stark warning is shaking the accounting profession: 65% of current firm partners will be considered “digitally obsolete” within three years. The unsettling part? Private equity (PE) investors are not planning to retrain them—they are preparing to replace them. MORE Accounting Influenc...

Partners who cap their own comp can solve staffing, retention, and motivation in one bold move. Gear Up for Growth With Jean Caragher For CPA Trendlines When public accounting firms talk about “leadership challenges,” the conversation often turns into a soft focus on communication styles or vague culture issues. Michael Meihaus goes straight for the hard truths. On Gear Up for Growth , hosted by C...

“Being efficient got me more work, not more money. So I left.”  Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines  When Mike Maksymiw first joined the Big 4 Transparency podcast, listeners were struck by his candor, clarity, and willingness to challenge the profession’s long-standing norms. Now, as host Dominic Piscopo welcomes him back as the show’s first repeat guest, Maksymiw brings...

Embracing empathy helped build a healthier, more profitable firm with a smaller, stronger team.   The Disruptors With Liz Farr After decades in public accounting, years emceeing national conferences, and a long stretch coaching college softball, Dawn Brolin has learned something most leadership books bury in footnotes: empathy drives performance. “Empathy is, to me, the number one characteristic t...

Culture isn’t an initiative—it’s a strategy that drives retention and results. MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines In this episode of MOVE Like This , host Bonnie Buol Ruszczyk talks with Stacie Kwaiser, CPA and CEO of Rehmann, about the firm’s nearly three-decade journey toward building a culture where people stay, grow, and lead. MORE MOVE Kwaiser began her career in publ...

Get more value from the technology you already own.  It's Not Just the Numbers With Penny Breslin and Damien Greathead For CPA Trendlines When accountants and bookkeepers talk about building a scalable, profitable firm, the conversation often jumps straight to technology. Which workflow app is best? Should we move payroll into a dedicated platform? Is our practice management system due for an upgr...

Podcasts now serve every level of the profession, and intentional listening helps professionals grow faster. Accounting Influencers With Rob Brown The accounting podcast world is no longer a niche corner of the internet. It is a sprawling ecosystem of news briefings, exam prep guides, leadership conversations, and tech trend breakdowns. For today’s professionals—from students to senior partners—th...