CPA Trendlines Podcasts

Is the next big opportunity across the street...or right where you already are? Accounting Influencers With Rob Brown Post-pandemic, accounting professionals saw record pay increases just for changing employers. However, as economic conditions tighten and median pay raises for job switchers fall from roughly 7% to just over 4%, the calculus is changing. The latest episode of the Accounting Influen...

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...

Great firms are built, not bought. Gear Up for Growth With Jean Caragher For CPA Trendlines In this episode of Gear Up for Growth , host Jean Caragher sits down with Jeffrey Weiner, former CEO and Chairman of Marcum LLP and current Senior Advisor at CBIZ. Weiner shares candid insights from his 40-year leadership journey, explaining how a Long Island accounting firm with seven employees and $300,00...

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. View testimonials . Poe Group Advisors is the premier accountin...

CPAs translate fame into cash flow, contracts, and accountability.  Accounting ARC - Student-Led Conversations With Harshita Multani Center for Accounting Transformation In a special episode of Accounting ARC: Student-Led Conversations, student host Harshita Multani interviews Jeff Frable, CPA, CGMA, a partner at CCK Strategies in Tulsa, Okla.; Aurmaudra Bradley, CPA, president of the NABA Indiana...

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. View testimonials . Poe Group Advisors is the premier accountin...

Reward curiosity, encourage experimentation, and involve the team in every step of firm transformation. The Disruptors With Liz Farr Like many guests on The Disruptors, Tony Proctor didn’t start out as an accountant. His firm, Proctor and Associates, started as a side hustle in 2007 when he was working in IT management. As a testament to the client service focus of his tech-forward firm, his very...

Normalize money talk, foster belonging, and guide clients toward lives of meaning and well-being. By Rory Henry CFP®, BFA™ For CPA Trendlines Spreadsheets, projections, and tax strategies have long dominated advisory. But as Dr. Meghaan Lurtz of Shaping Wealth explains, the work of advisors goes far beyond the numbers. At its best, our work is about relationships, community, and helping clients so...

Industry turbulence opens doors for smaller firms, but only those that clearly define and communicate value. Accounting Influencers With Rob Brown Between June 2023 and September 2024, several of the largest accounting firms announced significant workforce reductions and structural changes. KPMG disclosed a deeper round of auditor layoffs in mid-2023. Grant Thornton cut approximately 3% of its U.S...

"The accounting profession today is living its golden age, driven by its expanded capabilities." Gear Up for Growth With Jean Caragher For CPA Trendlines In a landmark episode of the Gear Up For Growth podcast, Barry Melancon, CPA, CGMA, the longest-serving CEO in AICPA history, joined host Jean Caragher to share his invaluable insights on the evolution of the accounting profession. After 30 years...

Timing, venue, and state law shape what you say—and what it costs. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation This conversation focuses on practice, not politics.  Accounting leaders are urging firms to pair open expression with professional responsibility as political tensions spill into workplaces and social media feeds. In a new episod...

Money Accounts for Growth Advancement offer tax-free growth and even a $1,000 government kickstart. Quick Tax Tip With Art Werner CPE Today Congress may have stumbled into a politically charged acronym, but the new “M.A.G.A. accounts” have nothing to do with campaign slogans. In a recent episode of Quick Tax Tip , tax guru Art Werner breaks down what the law actually created: Money Accounts for Gr...

Short-term thinking and rigid hierarchies stifle experimentation across the profession. The Disruptors With Liz Farr K.C. Eames, Director of CAS at Dark Horse CPA, sees the traditional partnership model as a barrier to innovation and experimentation. First, the incentives are set up to guide people toward specific behaviors, which are “rewarding to those at the top of the pyramid. And once they’re...

Technology, demographics, and ESG are colliding to reshape advisory, career paths, and firm leadership.   MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines On the latest MOVE Like This, host Bonnie Buol Ruszczyk welcomes Dan Hood, editor-in-chief of Accounting Today, who has covered the profession since the late 1990s. From his vantage point, the defining theme isn’t a single issue, but...

Firms scale back initiatives even as governing bodies warn diversity is key to the profession’s future. Accounting Influencers With Rob Brown The accounting profession is facing a turning point as major firms scale back diversity, equity, and inclusion (DEI) initiatives, raising concerns about how the shift could affect talent recruitment, retention, and competitiveness. KPMG recently discontinued...

Keep employees engaged and connected with transparency and beauty. Gear Up for Growth With Jean Caragher For CPA Trendlines “In many organizations, there’s a great gulf in between employees doing the work, with no idea of the conversations happening with clients or recruits,” says Debra Helwig, Internal Communications and Events Director at Pinion, during her appearance on Gear Up for Growth, host...

Combine technical knowledge with behavioral insights to create holistic client solutions. Accounting ARC With Donny Shimamoto Center for Accounting Transformation Accountants have long been known as trusted advisors, but a growing movement is redefining what that means. In a recent episode of Accounting ARC, host Donny Shimamoto, CPA.CITP, CGMA, sat down with Rory Henry, CFP®, BFA™, to discuss how...

Structured operations freed partners to focus on clients and doubled revenue in six years. It's Not Just the Numbers With Penny Breslin and Damien Greathead For CPA Trendlines Running a modern accounting firm requires more than technical expertise. Partners must balance client relationships, business development, and administrative responsibilities, often leaving firms stretched thin. In a recent...

Client conflict became a catalyst for clearer boundaries, better processes, and a more scalable virtual practice. The Disruptors With Liz Farr When Nayo Carter-Gray, founder of 1st Step Accounting, received a one-star Google review from a challenging client, she realized the crucial value of the boundaries she had established for clients. An email issue on the client’s end made the client think th...

Meet at the intersection of people, process, and purpose. By Rory Henry CFP®, BFA™ For CPA Trendlines When firms talk about growth, they usually point to increases in revenue, staffing, or service lines. But as coaches Will Hill and John Fenton remind me in our recent panel, the true drivers of sustainable growth are people, process, and purpose. Without those foundations, they say, even the best...

AZ opens the door to multidisciplinary firms, and Big Four competitors are watching closely. Accounting Influencers With Rob Brown Accounting and law have long existed in parallel, separated by strict professional boundaries. That wall may be crumbling. KPMG is moving to become the first Big Four accounting firm in the United States to own a law firm, a step that could reshape the profession. MORE...

Your job title doesn't define you. Your 'and' does.  Gear Up for Growth With Jean Caragher For CPA Trendlines “If we make sure that people are doing their ‘ands,’ they’re going to accidentally do their best work,” says John Garrett, author of "What’s Your ‘And’?" and stand-up comedian. During his appearance on Gear Up for Growth, hosted by Jean Caragher of Capstone Marketing, the self-described "r...

“As an auditor, you learn how non‑financial events end up having a financial impact.” Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation On this episode of Accounting ARC , Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, revisit their first accounting jobs. The conversation underscores how early exposure to ope...

Ruthless efficiency, process-first thinking, and a bold rejection of traditional models help build her "life-first" firm. Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines On The Big 4 Transparency Podcast, host Dominic Piscopo sat down with Erica Goode, founder of a solo accounting practice that generated over $180,000 in profit in 2024, all while working just 15 hours a week. Her sec...