CPA Trendlines Podcasts

Celerity's founder turned a side-hustle into a fast-growing success. The Disruptors With Liz Farr Tailor Hartman didn’t start Celerity Accounting with a grand plan. The initial goal was to make enough from an accounting side gig to pay down his student loans while he worked full-time as an assistant controller. He found his first clients in an unorthodox place – Upwork.  “I started going on [Upwor...

As your client's trusted advisor, can you afford not to include it? By Rory Henry CFP®, BFA™ For CPA Trendlines “The first wealth is health,” wrote Ralph Waldo Emerson. Healthcare is one of the biggest expenses in retirement, yet it’s often overlooked in financial planning. For many clients, uncertainty around coverage can be as stressful as market swings or tax changes.  MORE Rory Henry and The H...

Accounting leaders face pressure to choose a path that could reshape talent pipelines and firm culture for years to come. Accounting Influencers With Rob Brown Deloitte’s decision to dismantle its diversity, equity, and inclusion (DEI) program for 173,000 U.S. employees is sending shockwaves through the accounting profession, exposing deep divisions on a global scale and forcing firm leaders to we...

Trust, values, and local connections are fueling the national rise of one of accounting’s newest Top 50 firms. Gear Up for Growth With Jean Caragher For CPA Trendlines “If we say we’re going to do something, we’re going to do it. And that’s how you build trust,” says Josh Tyree, president of Sorren, during an episode of Gear Up for Growth. Host Jean Caragher, president of Capstone Marketing, sat d...

Students push for networking, compensation clarity, and creativity as the path to success in a changing profession. Accounting ARC - Student-Led Conversations With Chayton Farlee Center for Accounting Transformation When Dominic Piscopo, CPA, compared his first Big 4 paycheck to his weekend bartending income, he had one reaction: disbelief. “I clocked 100 hours during busy season, and the check wa...

Stop reacting. Start Guiding.  Move from Historian to Navigator with an AI-powered Business GPS platform purpose-built for growing CPA firm advisory. The traditional advisory model wasn’t built to scale-- 4impactdata changes that. Client Advisory Services at Scale Start delivering scalable advisory in weeks — not months — with our 5-step implementation process. 4ID is purpose-built to embed codifi...

This stealthy tax rule could hit clients starting in 2026. Quick Tax Tip With Art Werner CPE Today Every tax bill hides a few surprises, and the OBBB is no exception. According to tax guru Art Werner, one of those surprises could wallop high earners through the quiet return of the PEASE limitation . Click here for more Art Werner In the newest episode of Quick Tax Tip, he breaks down this often-ov...

Mindset shifts, gut instincts, and the right mentors matter most when starting your own firm. The Disruptors With Liz Farr Making the shift from employee to entrepreneur isn’t always easy, as Questian Telka, founder of ReQoncile Financials and co-host of the She Counts podcast, discovered. Besides the obvious pieces of getting business licenses and opening a business bank account, Telka believes i...

Stop reacting. Start Guiding.  Move from Historian to Navigator with an AI-powered Business GPS platform purpose-built for growing CPA firm advisory. The traditional advisory model wasn’t built to scale-- 4impactdata changes that. Client Advisory Services at Scale Start delivering scalable advisory in weeks — not months — with our 5-step implementation process. 4ID is purpose-built to embed codifi...

Stop reacting. Start Guiding.  Move from Historian to Navigator with an AI-powered Business GPS platform purpose-built for growing CPA firm advisory. The traditional advisory model wasn’t built to scale-- 4impactdata changes that. Client Advisory Services at Scale Start delivering scalable advisory in weeks — not months — with our 5-step implementation process. 4ID is purpose-built to embed codifi...

Trust outlasts spreadsheets. By Rory Henry CFP®, BFA™ For CPA Trendlines Like CPAs, financial planners have long been associated with numbers people. They’re highly trained to use mathematics to address a client’s risk tolerance, goals, time horizons, and a magic “retirement number.” But George Kinder, founder of the Kinder Institute of Life Planning, argues that most practitioners are overlooking...

Zoomers expect clarity, equity, and purpose—and they’re not afraid to walk if firms don’t deliver.   Accounting Influencers With Rob Brown By 2025, one in 10 managers will be from Generation Z. That’s right—the so-called “lazy, entitled” group born between 1997 and 2012 is already leading teams in accounting firms. But instead of wrecking the workplace, Gen Z might be exactly what the profession n...

Stop reacting. Start Guiding.  Move from Historian to Navigator with an AI-powered Business GPS platform purpose-built for growing CPA firm advisory. The traditional advisory model wasn’t built to scale-- 4impactdata changes that. Client Advisory Services at Scale Start delivering scalable advisory in weeks — not months — with our 5-step implementation process. 4ID is purpose-built to embed codifi...

By starting with conversations and clean books, accountants can deliver clarity, confidence, and real results. It's Not Just the Numbers With Penny Breslin and Damien Greathead For CPA Trendlines   When accountants and advisors talk about “advisory services,” the conversation often drifts toward models, frameworks, and numbers. Advisory is explained through dashboards, KPIs, forecasts, and ratios....

Stop reacting. Start Guiding.  Move from Historian to Navigator with an AI-powered Business GPS platform purpose-built for growing CPA firm advisory. The traditional advisory model wasn’t built to scale-- 4impactdata changes that. Client Advisory Services at Scale Start delivering scalable advisory in weeks — not months — with our 5-step implementation process. 4ID is purpose-built to embed codifi...

Four key strategies show how firms can lead with value, optimize for AI, test strategies, and show more humanity to win clients. Gear Up for Growth With Jean Caragher For CPA Trendlines “Firms can’t afford to hide behind best practices or boring templates anymore,” says Jay Schwedelson, president and CEO of Outcome Media and host of the top-rated marketing podcast Do This, NOT That, during his app...

The accounting profession faces a reckoning as leaders debate whether CPA licensure protects the public—or stifles innovation and diversity. Accounting ARC With Byron Patrick and Donny Shimamoto Center for Accounting Transformation Licensure is one of the bedrock features of the CPA profession. But what if that bedrock is actually quicksand? In a provocative episode of Accounting ARC , hosts Donny...

A campaign promise turns into tax code reality—but only for a limited time. Quick Tax Tip With Art Werner CPE Today On the latest Quick Tax Tip , tax guru Art Werner unpacks one of the buzziest provisions tucked into the “One Big Beautiful Bill”: the partial exemption of tips from taxation. Click here for more Art Werner During their campaigns, both former President Trump and Vice President Harris...

Stop reacting. Start Guiding.  Move from Historian to Navigator with an AI-powered Business GPS platform purpose-built for growing CPA firm advisory. The traditional advisory model wasn’t built to scale-- 4impactdata changes that. Client Advisory Services at Scale Start delivering scalable advisory in weeks — not months — with our 5-step implementation process. 4ID is purpose-built to embed codifi...

Stop reacting. Start Guiding.  Move from Historian to Navigator with an AI-powered Business GPS platform purpose-built for growing CPA firm advisory. The traditional advisory model wasn’t built to scale-- 4impactdata changes that. Client Advisory Services at Scale Start delivering scalable advisory in weeks — not months — with our 5-step implementation process. 4ID is purpose-built to embed codifi...

From automation to document management, open source solutions can deliver enterprise-level value for free. Quick Tech Talk With Steve Yoss CPE Today What if you didn’t have to pay for Adobe Acrobat, Photoshop, or even popular automation platforms like Zapier? What if you could get the same—or even better—functionality for free, while also gaining full control over your data and privacy? That’s the...

Dashboards and statements aren’t enough—accountants must help clients turn data into action.   The Disruptors With Liz Farr Joe Woodard sees a disconnect between what accountants think they’re selling and what clients want to buy. Many accountants still think they’re selling time, but as Woodard points out with a vivid analogy, that’s not what clients care about. MORE STREAMING: Baker: Find True P...

The PFML federal tax credit is no longer temporary. Here's how to claim it, avoid pitfalls, and support your workforce. Quick Tax Tip With Art Werner CPE Today If you’ve been taking advantage of the federal Paid Family and Medical Leave (PFML) credit, here’s some good news: It’s no longer set to expire. Thanks to recent legislation, the enhancement of this credit is now permanent—a significant win...

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As private equity reshapes the profession, accounting leaders debate who should hold the keys to ownership.   Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation When New York passed the first CPA licensure law in 1896, the goal was simple: protect the public by ensuring financial professionals met high standards. More than a century later, that m...