CPA Trendlines Podcasts

Collaboration, transparency, and independence drive BeachFleischman’s growth. Gear Up for Growth With Jean Caragher For CPA Trendlines When most people picture a CPA firm CEO, they don’t envision a former marketing director in the big chair. That’s exactly what makes Eric Majchrzak worth listening to. Majchrzak, CEO and Principal of BeachFleischman—Arizona’s largest locally owned CPA firm and a To...

Use hope to shift stress, strengthen culture, and keep talent.    Know-How Korner With Donny Shimamoto Center for Accounting Transformation Know How Korner, hosted by Donny Shimamoto, aims to translate peer-reviewed findings into practical actions for firms. In a recent episode, Shimamoto interviews Dr. Katelynn Hopson, assistant professor of accounting at Arkansas Tech University, whose dissertat...

The deduction's previous cap of $10K jumps to $2.5M. Quick Tax Tip With Art Werner CPE Today If you thought Section 179 was already generous, buckle up. Tax guru Art Werner is back with a Quick Tax Tip that dives into one of the most business-friendly changes proposed in the “Big, Beautiful Bill” — a massive, permanent expansion of the Section 179 expensing limit to $2.5 million. Click here for mo...

The most dangerous day of retirement is a psychological challenge more than a financial one.   By Rory Henry CFP®, BFA™ For CPA Trendlines When most people think about retirement planning, they picture spreadsheets and savings targets. But as Dan Haylett, author of The Retirement You Didn’t See Coming and host of the Humans vs. Retirement podcast , explains, the real challenge of retirement is not...

Smarter, shorter, and more focused podcasts help firm leaders turn listening time into a competitive edge. Accounting Influencers With Rob Brown In today’s crowded attention economy, time is the rarest currency. Every minute you spend consuming content needs to work for you. That’s why accounting leaders are turning to podcasts—not as entertainment, but as a professional advantage. In this episode...

When you're too tired to lead, step aside. Gear Up for Growth With Jean Caragher For CPA Trendlines “Leaders who realize they’re too tired to keep managing change should recognize that it might be time to transition to somebody who has that energy,” says Carrie Steffen, CEO of the Iowa Society of CPAs, during her appearance on Gear Up for Growth , hosted by Jean Caragher of Capstone Marketing. “Th...

Price discrimination segments customers by what they value most.  Accounting ARC - Student-Led Conversations With Harshita Multani Center for Accounting Transformation On Accounting ARC – Student-Led Conversations, host Harshita Multani interviews Ron Baker—author, educator, and sought-after speaker—about price discrimination and the psychology behind everyday pricing. Across coffee shops, hotels,...

“We didn’t plan to build a 100-person firm. We just wanted to work for ourselves.”  Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines What does it take to build one of Canada’s fastest-growing cloud accounting firms? In this episode of the Big 4 Transparency, host Dominic Piscopo sits down with Mike Pinkus, co-founder of ConnectCPA and host of the Growth Tales podcast, to unpack the bo...

Measuring impact—not hours—creates happier teams, better clients, and a stronger profession. The Disruptors With Liz Farr What will it take to kill the billable hour? Chris Vanover, founder of CPAClub, believes it’s not only “outdated and archaic,” but that today’s age of AI and automation “is a recipe for the death of the billable hour.”    MORE STREAMING: Kless: Profit Is a Result. Flourishing I...

“A knee-jerk pullback can actually increase legal risk." MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines In a climate where diversity, equity, and inclusion (DEI) programs have become political flashpoints, employment attorney Aislinn Sroczynski of Royer Cooper Cohen Braunfeld joins host Bonnie Buol Ruszczyk on MOVE Like This to unpack the facts behind the fear. The result is a grounde...

"If they’re consistently uncooperative, they’re not a good CAS client, no matter how much they pay.”    It's Not Just the Numbers With Penny Breslin and Damien Greathead For CPA Trendlines In the world of client accounting and advisory services (CAS), most firms focus on building internal teams, refining processes, and adopting the right technology. Yet, one crucial element often gets overlooked:...

Automation isn’t replacing accountants—it’s exposing who can’t evolve. Accounting Influencers With Rob Brown Artificial intelligence isn’t a future disruptor—it’s already embedded in accounting. The profession’s survival depends on how quickly firms adapt. “The robots are coming—scratch that—they’re already here,” says Accounting Influencers host Rob Brown. “AI literacy isn’t optional anymore. If...

Growth doesn’t always mean moving on—it can mean moving deeper. Gear Up for Growth With Jean Caragher For CPA Trendlines “I love Smith + Howard, and I loved marketing, but I didn’t think I was the person for that role anymore,” says Julie Barnes, chief of staff of Smith + Howard, during her appearance on Gear Up for Growth, powered by CPA Trendlines, and hosted by Jean Caragher of Capstone Marketi...

Leaders tie AI to real workflows, not wish lists, and adoption follows. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Accounting leaders are accelerating AI deployment across tax, audit, and advisory—but three accounting veterans and hosts of Accounting ARC argue the difference between adoption and shelfware comes down to focus, guardrails,...

Key changes to Sections 168 and 179 offer fresh opportunities for strategic deductions. Quick Tax Tip With Art Werner CPE Today In the latest Quick Tax Tip episode, tax expert Art Werner dives into one of the most talked-about provisions in the new tax bill: the restoration of 100% bonus depreciation. “Under the Tax Cuts and Jobs Act, bonus depreciation started to phase down from 100% to zero,” We...

In the age of AI, conversations, not calculations, will define the future of the profession. The Disruptors With Liz Farr Ed Kless believes accountants can do much more than monitor the numbers. Together with Ron Baker, their latest venture, Threshold , is a community that aims to support professionals in facilitating transformations in their customers. As Kless explains, transformations occur whe...

"The classroom is no longer a pipeline for work-ready professionals." Accounting Influencers With Rob Brown Today’s accounting leaders are facing an alarming truth: the next generation of recruits may be the least “work-ready” in decades. They know their algebra, their Shakespeare, and their chemistry formulas—but not how to introduce themselves in a job interview, meet a deadline, or handle feedb...

Poe Group Advisors; Helping accountants buy , build,  and sell  exceptional firms. Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn More Poe Group Advisors is the premier accounting pract...

Firms that want to stay independent must transform how they operate, lead, and plan for succession. . Gear Up for Growth With Jean Caragher For CPA Trendlines  “The problem that a lot of firms have is they just don’t pay attention to what succession really is until they get to the last few years,” explains William “Bill” Pirolli, executive vice president of firm services at Succession Institute, L...

Poe Group Advisors; Helping accountants buy , build,  and sell  exceptional firms. Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn More Poe Group Advisors is the premier accounting pract...

“Waiting this one out is not an option. The rate of change is too fast.” Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Artificial intelligence is not replacing accountants; it is replacing the parts of accounting that accountants least want to do. That is the consensus of Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CP...

Poe Group Advisors; Helping accountants buy , build,  and sell  exceptional firms. Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn More Poe Group Advisors is the premier accounting pract...

"You can write off lingerie?" Learn how one accountant built a judgment-free firm for the adult industry.  Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines When Katherine Studley posted a short TikTok in 2021 with the line “Boobs aren’t a write-off,” she wasn’t trying to build a firm - she was trying to prove a point. Now, the founder of The Only Consultant and Prisma Tax is one of th...

Poe Group Advisors; Helping accountants buy , build,  and sell  exceptional firms. Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn More Poe Group Advisors is the premier accounting pract...

Language, collaboration, and leadership training turned competition into cohesion. The Disruptors With Liz Farr When Alan Whitman became Baker Tilly's CEO, he was caught between two warring camps. On one side were the legacy partners who had built the organization and “wanted to continue doing things the way that we’ve always done them because we’ve been so successful.” That side was afraid of “lo...