CPA Trendlines Podcasts

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...

The profession's newest partners may be the most vulnerable. MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines MOVE Like This host Bonnie Buol Ruszczyk sits down with Sarah Elliott, CPA, co-founder of Intend2Lead, to unpack what conscious leadership looks like in accounting—and why the profession’s newest partners may be the most vulnerable leaders in the firm. Elliott, a former audit pa...

Gen Z won't fix your firm culture problem - they'll leave it. Accounting Influencers With Rob Brown When the youngest professionals in accounting start saying “no,” leaders should start listening. In this episode of Accounting Influencers , the conversation turns to the one thing that could make or break your firm’s future: how you treat your people, specifically, how you treat Gen Z. They’re qual...

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...

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...

Reserves, credit lines, and leadership pipelines fuel expansion Gear Up for Growth With Jean Caragher For CPA Trendlines “Fiercely independent isn’t a strategy, it’s a stance,” says John Geraci, managing partner of LGA CPAs & Advisors. “To truly remain independent, firms must be strategic about how they differentiate themselves, understand the threats posed by private equity, and have the conv...

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...

Returns ripple through revenue recognition, inventory, and environmental reporting. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Accounting ARC hosts Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, use a YouTube investigation into Amazon’s return ecosystem as a springboard to examine the financial realiti...

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...

The 199A deduction just got a second life — and a boost. Quick Tax Tip With Art Werner CPE Today When Section 199A was introduced under the 2017 Tax Cuts and Jobs Act, it was hailed as revolutionary. For the first time, owners of pass-through entities — partnerships, S corporations, and sole proprietorships — received a significant tax break meant to level the playing field after the corporate rat...

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...

Private equity isn’t the only way to scale. The Disruptors With Liz Farr Steve Shein thought small accounting firms need a different option than private equity or the traditional M&A route. So he founded Franklin Alliance, which operates differently from either of those models.   Unlike traditional private equity models that typically focus on cost reduction and mandate immediate process chang...

Just make sure you and your clients understand costs, premiums, risks, and potential surrender charges.  By Rory Henry CFP®, BFA™ For CPA Trendlines Life insurance has long been misunderstood. Too often, advisors and clients alike dismiss it as costly, confusing, or underperforming. But as Keith Friedman, CEO and founder of FBO Strategies, explains on our recent podcast, permanent life insurance d...

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...

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...

Keep your own voice in charge. Accounting Influencers With Rob Brown In the race to stay relevant in accounting, artificial intelligence has emerged as both a powerful accelerator and a quiet threat. In this episode of the Accounting Influencers podcast, the conversation dives deep into how accountants can harness AI to amplify their visibility and credibility—without losing their authenticity. AI...

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...

Five steps turn vision into execution. Gear Up for Growth With Jean Caragher For CPA Trendlines On the latest episode of “Gear Up for Growth,” host Jean Caragher interviews Matt Rampe, partner at Rosenberg Associates and author of the forthcoming book, "CPA Firm Strategic Planning: Your Roadmap for Long-Term Success," about how accounting firms can move beyond ad-hoc retreats to a disciplined, acc...

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...

A shutdown halts processing, piles up invoices, and leaves contractors and nonprofits fronting the float.  Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation When the federal government shuts down, headlines focus on politics. But behind every furlough and frozen budget lies a deeper story—one told through accounting cycles, payroll ledgers, and...

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...

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...

RISE2040 challenges the accounting profession to stop reacting and start shaping its own future. The Disruptors With Liz Farr What will the future of accounting be like? As listeners to The Disruptors know, I’ve been asking accountants about their predictions for the state of accounting in ten years. However, a new initiative from the AICPA and CIMA, RISE2040, is taking that further by asking acco...

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...

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...