All Episodes
CPA Trendlines Podcasts — 701 episodes
William LeFew, Ph.D.: The Best AI Professionals Think Like Humans | ARC
Peter McCarroll: Rethink the Ladder | MOVE Like This
David Cristello: Growth Breaks Things – and That’s Normal | The Disruptors
The Feedback Mistake That Costs You Your Best People | ARC
Blumer, Vacin: What Only 5% of Firms Get Right | Disruptors
What If the Best Accounting Job Isn't in Tax or Audit? | Accounting Conversations
The Most Expensive Promotion Your Firm Can Make | MOVE Like This
Is Your Boss Really the Problem? | ARC
Denise Froemming | The CPA’s Secret Formula Hiding in Plain Sight | Holistic Guide
Freeman, Dixon: AI Is Quietly Stealing Your Best Clients | Gear Up for Growth
Art Werner: Five Rules for Trump Accounts | Quick Tax Tip
Most Accountants Are Missing This AI Shift | ARC
Chelsea Sowers: From Bitcoin Barbie to AFWA President-Elect | MOVE Like This
Ira Rosenbloom: PE Forces Firms to Pick a Future | The Disruptors
Allan Koltin: What Elite CPA Firms Do Differently | Gear Up for Growth
What Happens to Your Firm If You Don't Come Back Monday? | ARC
Doug Slaybaugh: How to Define "Values in Motion" | The Disruptors
Art Werner: ‘Free Money’ for New Trump Accounts | Quick Tax Tip
Nancy McClelland: Bookkeepers Need a Safe Space to Collaborate | The Disruptors
The Skill That May Matter More Than Your CPA License | ARC
Guillaume Turmel: What Genuine Workplace Inclusion Feels Like Beyond Policies & Programs | MOVE Like This
Art Werner: Intro to Trump Accounts | Quick Tax Tip
Dominic Piscopo: Crowdsourced Salary Data Sparks Accounting Change | Accounting Conversations
Jeff Seibert: Digits Software Moves Toward Real-Time Accounting | The Disrupters
Bad Bosses or Bad Habits? The Truth About Workplace Failure | ARC
Retention Isn’t About Perks or Paychecks Anymore | MOVE Like This
Tyler Anderson: Audit Transformation Is a Mindset, Not a Destination | The Disruptors
Chase Damiano: Good Operations Means Defining How the Hand-Offs Happen | The Disruptors
The Google Playbook for Young Accountants | Accounting Conversations
Jason Blumer & Ian Vacin: What 95% of Firms Never Do | Gear Up for Growth
Why Relationships Still Drive Career Success | ARC
Megan Robinson: Leadership Isn't a Promotion; It's a Skill Firms Need to Build | MOVE Like This
Jen Cryder: Why AI May Force CPA Firms to Be More Human | Gear Up for Growth
The Real Problem with AI in Accounting | ARC
Robert Gauvreau: Why This CPA Firm Founder Refuses Equity Partners | Big 4 Transparency
Sarah Flischel: The End of the SALY Audit | The Disruptors
Ellen Choi: It's 'Go Time' for AI | Gear Up for Growth
AI Can Fix Your Workflow—or Break It in Seconds | ARC
Trisha Daho: Building Growth Cultures, Rethinking Leadership, and What Firms Are Missing on Talent | MOVE Like This
Seven Signs Your Firm Is About to Change | Accounting Voices
Lexy Kessler: Choose Wisely – Your Future Depends on These Three Questions | Gear Up for Growth
Stewart Spiers: What SMBs Have that the Big 4 Don't | Big 4 Transparency
Efficiency Is the Wrong Goal for AI | ARC
Sarah Petrone: Responsible Growth Starts with People | MOVE Like This
Joe Pine: Navigating the New Transformation Economy | Holistic Guide
Michelle River: The Hidden Data Behind CPA Firm Burnout and Profit Pressure | Gear Up for Growth
Accounting’s Hidden Talent Risk: The Sandwich Generation | ARC
Lisa Fitzgerald: Belonging's No Longer an Option in Accounting | MOVE Like This
Sharrinn Fuller: Build It Better, Then Let It Run Without You | The Disruptors
Basis Makes Its Move: Taps Kenji Kuramoto to Close AI’s Biggest Gap
Students Who Get Ahead Don’t Wait for Graduation | SLC
Geof Brown: Rethink Everything | Gear Up for Growth
Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | ARC
Carl Richards: The Lie of “Enough” | Holistic Guide
Matt Tait: Why Franchising Is the Next Big Thing for CAS | Big 4 Transparency
Why Accounting Firms Feel So Unstable Right Now | Accounting Voices
Alan Whitman: Why the Next Big CPA Firms Won’t Look Like CPA Firms | Gear Up for Growth
When "What If" Becomes Reality | ARC
Oz Demirdoven: Why U.S. Firms Lag the World in Advisory | The Disruptors
Should I Leave Public Accounting? | Accounting Voices
Kane Polakoff: What You’re Still Getting Wrong About CAS | Gear Up for Growth
Will AI Make Students Better Learners — or Just Faster Workers? | SLC
Recognize When You Need to Recharge Before You Burn Out | ARC
Valuing More Than the Balance Sheet | ARC
Stephanie Otero: How to Build a Small Firm That Works for You | Gear Up for Growth
Jody Padar: The New Playbook Is AI-Powered and Human-Centered | Big 4 Transparency
Why the Next Generation May Be Accounting’s Greatest Competitive Advantage | SLC
Rebecca Driscoll: A Millennial and a Boomer Build a Community | The Disruptors
Accounting’s “Untalked-About” Frontier | ARC
Joe Pine: The Transformation Economy Comes for Public Accounting | Gear Up for Growth
Candy Bellau: The $350 Pricing Mistake that Nearly Broke this Boutique Firm | The Disruptors
Alan Whitman: Breaking the Mold with PE Backing | Holistic Guide
Why Happiness is Hard-Fought for High Achievers| ARC
AJ Johnson: New CPA Licensure Pathway Opens Doors to Talent | Gear Up for Growth
The Fastest Way to Lose Talent Is “Dick Leadership” | ARC
Nick Pasquarosa: From Door-to-Door Bookkeeping to a 1,000-Client Cloud Firm | Holistic Guide
Jeremy Dubow: Raising the Bar for Talent | Big 4 Transparency
Post-Holiday Fatigue Isn’t a Failure; It’s a Signal. | ARC
Jen Cryder: From Membership Model to Market Maker | Big 4 Transparency
Brannon Poe: What Private Equity Really Wants From CPA Firms | The Disruptors
Neil Gordon: The Most Powerful Sentence You'll Learn | The Concierge CPA
Art Werner: Avoid Tax Surprises for Clients | Quick Tax Tip
Visibility Is the New Accounting Authority | Accounting Voices
Jan Lewis: Workforce Development Is the Next CPA Imperative | Gear Up For Growth
OCR, Research Bots and Meeting Assistants: What Actually Helps This Year? | ARC
Kristi Epp and Amber Schrock: Firms that Listen Keep Their People | MOVE Like This
Blake Oliver: Build the Biz, Don't Run It | The Disruptors
Erika Wasserman: How to Have Better Conversations Around Money | Holistic Guide to Wealth Management
How Smaller Firms Can Outsmart the Big Four on AI | Accounting Voices
Roman Kepczyk: Technology IS the New Business Model | Gear Up For Growth
Return Season is the New Stress Test | ARC
Steve Blake and Owen Pryor: From a $550,000 Tax Bill to Near Zero | Big 4 Transparency
Erin Daiber: Succession Isn’t an Exit Plan—It’s a Growth Strategy | The Disruptors
Vardan Pogosian: The 831(b) Wake-Up Call: What Advisors Are Missing in Risk Management | The Concierge CPA
Why Most CAS Practices Stall—and What the Successful Ones Do Differently | It's Not Just the Numbers
AI Reveals Weak Firms Faster than it Helps Strong Ones | Accounting Voices
AI Exposes Weak Business Models | Gear Up For Growth
Small Firms May Have the Biggest Advantage in 2026 | ARC
Change Fails in Silence | MOVE Like This
Why Repeat Last Year’s Questions? | The Disruptors
Student Loans After OBBBA: What Advisors Need to Know Now | Holistic Guide to Wealth Management
The Hidden Friction Killing CAS Profitability | It's Not Just the Numbers
The Job Crisis Is a Myth; the Job Remix Is Not | Accounting Voices
Dunn: Time's the Wrong Growth Metric | Gear Up For Growth
Mark Gallegos: HR1 Is Signed; the Advisory Clock Is Ticking | Big 4 Transparency
Brenda Cannon: Busy Season is Self-Inflicted | The Disruptors
Aleksander Dyo: It's Not a Loophole; It's a Missed Opportunity | The Concierge CPA
Grunt Work Is Dead | It's Not Just the Numbers
The Dark Side of AI No Firm Can Ignore | Accounting Voices
AI's Already in Your Workflow...| It's Not Just the Numbers
Lou Grassi: "How the Hell Did This All Happen?" | Gear Up For Growth
Students Redefine "Career Readiness" | ARC - SLC
Rob Brown: Your Employer Brand is Talking Even if You Aren't | MOVE Like This
Ashley Carroll: When One Person Can Break the Firm | The Disruptors
Phil Whitman: The New Era of CPA Firm Deals: Flexibility, Culture, and the Rise of “31 Flavors” | Holistic Guide to Wealth Management
Being Good at the Job Is No Longer Enough | Accounting Voices
Megan Leesley: Think Your Clients Won't Pay More? Think Again | Gear Up For Growth
Downgraded: What the DOE Just Said About Accounting | ARC
Kimi Green: Why Clients Quit You | Big 4 Transparency
Matt Rampe: Building a Roadmap when the Road Doesn't Exist | The Disruptors
Acen Hansen: You’re Not Too Rich for a Backdoor Roth | The Concierge CPA
The "LBD" of Tech Stacks: Why Simplicity & Standardization Still Win | It's Not Just the Numbers
5 Ways Accounting Pros Turn Events into Real ROI | Accounting Influencers
Ron Baker: Transformation Economy Will Redefine Accounting | Gear Up For Growth
ZeNai Savage: Using Your License as a Megaphone | ARC - SLC
1099 Chaos Averted? | Quick Tax Tip
Kathryn Horton: Burnout Isn’t Inevitable in Audit | The Disruptors
Dr. Sean Stein Smith: Blockchain, AI, and the Future of Advisory | Holistic Guide to Wealth Management
The CAS Bottleneck No One Talks About | It's Not Just the Numbers
PE Pushes Partners Toward Digital Extinction | Accounting Influencers
Meihaus: The Courage to Say "Enough" at the Top | Gear Up For Growth
Mike Maksymiw: Kick the "Should" Out of Your Career| Big 4 Transparency
Brolin: Blueprint for Empathetic Leadership | The Disruptors
Stacie Kwaiser: The Real Reason People Stay—or Leave | MOVE Like This
Why Policies, Processes, and Procedures Make or Break CAS | It's Not Just the Numbers
The Smart Accountant’s Guide to Choosing the Right Podcasts | Accounting Influencers
Eric Majchrzak: Marketer-Turned-CEO Redesigns the Modern CPA Firm | Gear Up For Growth
Katelyn Hopson: Stop Turnover Before It Starts | Know-How Korner
Section 179 Supercharged | Quick Tax Tip
Dan Haylett: Redefining Success in Retirement | Holistic Guide to Wealth Management
How Smart Listening Builds Clout | Accounting Influencers
Carrie Steffen: Leadership Is About Energy, Not Tenure | Gear Up For Growth
Coupons, Tiers, and “Student Discounts” - Interpreting Pricing Psychology | ARC - SLC
Mike Pinkus: How to Scale a Remote Powerhouse Without Chasing the Spotlight | Big 4 Transparency
Chris Vanover: 5-Star Firms Don't Bill by the Hour | The Disruptors
Aislinn Sroczynski: Fact, Fear, and Fairness - What Every Employer Should Know About DEI Law | MOVE Like This
Why Clients Must Become Part of Your CAS Team | It's Not Just the Numbers
5 Ways to Stay Ahead of the AI Curve | Accounting Influencers
Julie Barnes: Redefine Your Career from Within | Gear Up For Growth
Strategic AI, Not Shiny Objects | ARC
Bonus Depreciation Is Back | Quick Tax Tip
Ed Kless: Profit Is a Result. Flourishing Is the Purpose | The Disruptors
Education Is Broken, but Accounting Leaders Can Fix the Pipeline | Accounting Influencers
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Bill Pirolli: You Can’t “Declare” Independence — You Have to Earn It | Gear Up For Growth
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Don’t Get Fired by Your Own Automation | ARC
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Katherine Studley: Navigating the Niche of Adult Industry Accounting | Big 4 Transparency
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Alan Whitman: From Silos to Synergy - Rebuild Culture on 'Progress,' Not Change | The Disruptors
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Sarah Elliott: Embrace the 'Dimension of Possible' | MOVE Like This
Toxic Partners Kill Your Firm’s Future | Accounting Influencers
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Jeff Call and John Geraci: Future-Proofing Without P.E. | Gear Up For Growth
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Returns Don't Disappear; They Compound - What Amazon Doesn't Tell You | ARC
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Permanent Relief for Pass-Throughs? | Quick Tax Tip
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Steve Shein: The Alternative Small Firms Have Been Waiting For | The Disruptors
Keith Friedman: Use Insurance as a Wealth Preservation and Financial Planning Tool | Holistic Guide to Wealth Management
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Don’t Let AI Sound Smarter Than You | Accounting Influencers
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Matt Rampe: Make Strategy Stick | Gear Up For Growth
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
From Capitol Gridlock to Client Backlog | ARC
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Tom Hood and Lexi Weber: Disrupt Yourself Before Someone Else Does | The Disruptors
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Stay or Go? Why Accountants Are Rethinking Job Hopping | Accounting Influencers
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Jeffrey Weiner: Leadership Lessons from a Billion-Dollar Firm Builder | Gear Up For Growth
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Royalties, Residuals, and Reality Checks | ARC-SLC
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
Tony Proctor: Turn Dumb Ideas into Brilliant Solutions | The Disruptors
Dr. Meghaan Lurtz: Financial Psychology Transforms Client Conversations | Holistic Guide to Wealth Management
Big 4 Layoffs Reveal New Jobs Reality | Accounting Influencers
Melancon: Private Equity and the Partnership | Gear Up For Growth
Free Speech Is a Right; Respect Is a Responsibility | ARC
Werner: Forget the Politics—M.A.G.A. Accounts Could Pay Off Big | Quick Tax Tip
K.C. Eames: Innovation Can't Survive the Status Quo | The Disruptors
Dan Hood on Forces Shaping Accounting | MOVE Like This
DEI Pullback Puts Accounting Talent Pipeline at Risk | Accounting Influencers
Debra Helwig: How Strategic Internal Communications Power Growth & Retention | Gear Up For Growth
Rory Henry: Why Nontraditional Accountants May Hold the Future of Finance| ARC
Doug Gocke: Operations Overhaul Doubles Firm Revenue Without Adding Staff | It's Not Just the Numbers
Nayo Carter-Gray: How a Poor Review Made the Firm Stronger | The Disruptors
John Fenton and Will Hill: Build Stronger Firms from the Inside Out | Holistic Guide to Wealth Management
Pushing into Law? A Seismic Shift for Firms | Accounting Influencers
John Garrett: Embrace Your And; Transform Firms | Gear Up For Growth
From Cash Bags to Casinos to Audits: Recounting How First Jobs Shape Us | ARC
Erica Goode: The $180K, 15-Hour Workweek | Big 4 Transparency
Tailor Hartman: Upwork to “40 Under 40” in Just 3 Years | The Disruptors
Christine Simone: The Too-Often Overlooked Piece of Financial Planning | Holistic Guide to Wealth Management
The Big DEI Split-What Smart Accounting Firms Are Doing | Accounting Influencers
Josh Tyree: Cracking the Code for Successful Merger Integration and Growth | Gear Up For Growth
Gen Z Takes the Mic: Networking & Transparency Redefine Accounting Careers | ARC-SLC
4ImpactData: 10X Your Advisory. Not Your Headcount.
Disguised Tax Hikes Are Back on the Table | Quick Tax Tip
Questian Telka: Transform Fear into Fuel | The Disruptors
4ImpactData: 10X Your Advisory. Not Your Headcount.
4ImpactData: 10X Your Advisory. Not Your Headcount.
George Kinder: Here’s Why You Want to Put Vision Before Numbers | Holistic Guide to Wealth Management
Meet Your New Boss: Gen Z Is Already Reshaping Accounting Firms | Accounting Influencers
4ImpactData: 10X Your Advisory. Not Your Headcount.
Steven Ladd: Advisory Starts with Empathy, Not Expertise | It's Not Just the Numbers
4ImpactData: 10X Your Advisory. Not Your Headcount.
Jay Schwedelson: Stop Playing It Safe | Gear Up For Growth
Bootleggers, Baptists, and CPAs: Rethinking Licensure in the Profession | ARC
Werner: Tax-Free Tips? Not So Fast | Quick Tax Tip
4ImpactData: 10X Your Advisory. Not Your Headcount.
4ImpactData: 10X Your Advisory. Not Your Headcount.
Yoss: Cut Costs Without Cutting Corners | Quick Tech Talk
Joe Woodard: Move Beyond Reports--Deliver Results | The Disruptors
Werner: Reward Loyalty, Retain Talent, and Reduce Taxes | Quick Tax Tip
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CPA Firm Ownership Under Fire | ARC
Werner: The Hidden Tax Traps of OBBBA—and How to Avoid Them | Quick Tax Tip
Tim Petrey: Forget the Pyramid - Ditch Old Models for Good | Big 4 Transparency
Yoss: From Invoice Reminders to Approvals—QBO Does It All | Quick Tech Talk
Go PRO: Get full sitewide access with today's best offer
Ron Baker: Burnout Ends When Accounting Finds Its True Purpose | The Disruptors
Fogelman, Maksymiw: Raise Rates, Lead with Vulnerability, and Harness AI | Holistic Guide to Wealth Management
Werner: Parking Perks That Pack a Tax Punch | Quick Tax Tip
The Real Story Behind Accounting’s Return-to-Office Push | Accounting Influencers
Brian Lang: The Right Clients Matter More Than Revenue | It's Not Just the Numbers
Kassi Rushing: Leadership Gaps, Not Motivation Gaps, Hold Firms Back | Gear Up For Growth
Jeremy Vokt: Why Bland & Associates Said “No” to Private Equity and “Yes” to ESOPs | MOVE Like This
Walking Violation: When Showing Your CPA Gets You in Trouble | ARC
Werner: When Ethics Trump Client Loyalty | Quick Tax Tip
Nishaad Ruparel: PE With Purpose | Big 4 Transparency
Yoss: Lock PDFs Like a Pro | Quick Tech Talk
870 Pages, Simplified: Unpacking the Most Impactful OBBB Provisions | The Concierge CPA
Karen Waga: Why Storytelling Drives Recruiting | Gear Up for Growth
From Audit Bags to TikTok Tags, Gen Z Talks Success | ARC
Werner: Private Foundations Under the Microscope | Quick Tax Tip
Dillon: A Sustainable, No-Debt Path to Firm Expansion | Big 4 Transparency
Yoss: PDF Freedom; No Subscription Required | Quick Tech Talk
How EOS and “Unreasonable Hospitality” Reshaped GrowthLab | The Disruptors
Adjei: Stop Avoiding IRS Representation—and Start Profiting From It | The Concierge CPA
Why P.E. Is Winning the Talent Wars | Accounting Influencers
From Zero to Auditor in 3 Days | Gear Up For Growth
Reza Hooda: Model a 7-Figure Firm in 10Hrs/Week | The Concierge CPA
AI Is Already in Your Systems—Here’s How to Govern It | Innovation Insights
Werner: Why that eBay Sale May Be Reportable | Quick Tax Tip
Costin, Mason: Next Gen Won’t Compromise on Belonging| MOVE Like This
May: From Negative K-1s to National Platform | Big 4 Transparency
Yoss: Stronger Cybersecurity Starts with Stronger Internal Controls
Vilms: Proving the Power of People in a Tech‑Driven World | The Disruptors
Johnson, Lohrfink: Why Estate Planning Is the CPA’s Next Frontier | Holistic Guide to Wealth Management
Change Is Hard. Obsolescence Is Worse. | Accounting Influencers
Forget Buzzwords. Build a CAS Practice That Works. | It's Not Just the Numbers
Speak. Fly. Repeat: The Jet-Set Life of Today’s Accounting Leaders | ARC
Werner: No Tax on Overtime from 2025-2028? | Quick Tax Tip
Longobardi: Governance, Growth, and the PE Playbook | Big 4 Transparency
Yoss: Fraud Costs Big—Here’s How Financial Professionals Can Prevent It | Quick Tech Talk
Dickerson: From Diagnosis to Disruption: How a Health Challenge Inspired a New Firm Model | The Disruptors
Bryant, Crabtree: Building Your Best Firm: Why Ownership, Flexibility, and Empathy Matter More Than Ever | Holistic Guide to Wealth Management
Half of Accounting Leaders Will Be Irrelevant in 3 Years | Accounting Influencers
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Ruszczyk: Listen to Your Marketers and Let Them Lead | Capstone Conversations
Students Challenge Accounting's Traditional Career Path | ARC
Werner: What the "Big Beautiful Bill" Really Means for SALT Deductions | Quick Tax Tip
Bailey: From Values to Vision: Communicating Culture with Clarity| MOVE Like This
Yoss: Kickbacks, Embezzlement, and Lies: What Every Business Leader Needs to Know | Quick Tech Talks
Kapilovich: A Radical Fix for Accounting’s Talent Crisis? Treat People Like People | The Disruptors
Nicholson, Fox: Exit Planning and the Psychology of Letting Go | Holistic Guide to Wealth Management
How Accounting Leaders Build Influence Without a Big Four Resume | Accounting Influencers
Alex Miller: Marketing Success Depends on Curiosity, Collaboration, and Client Experience | Capstone Conversations
True Grit: Recognizing Struggles That Shape Our Successes | ARC
Art Werner: The Hidden Tax Hike for Accountants in Trump’s “Big Beautiful Bill” | Quick Tax Tip
Stay Employable in the Age of AI | Accounting Influencers
Yoss: Don't Let a Crash Wreck You| Quick Tech Talks
Martha Yasso: From Wall Street Warrior to Main Street Ally | The Disruptors
Crosby, Johnston: A Human-First, Tech-Forward Future | Holistic Guide to Wealth Management
Deal or No Deal? The P.E. Dilemma for Firms | Accounting Influencers
Kristen Lewis: Growth Strategy that Actually Works | Capstone Conversations
More Admins, Fewer Students, No Plan | ARC
Art Werner: Use This Window Wisely | Quick Tax Tip
BPM CEO Jim Wallace: Cracking the Code on Inclusion | MOVE Like This
Yoss: You Need a REAL Data Backup Plan - Right Now | Quick Tech Talks
Jackie Meyer: Tax Planning in 90 Seconds? Believe It | The Disruptors
DiJoseph and Mazabel: Estate Planning Is the New Advisory Service Power Play | Holistic Guide to Wealth Management
Chris Papin: A Bold Blueprint for the Modern Firm | The Concierge CPA
Nick Huber: From Noise to Noteworthy | Accounting Influencers
Kimberly Ellison-Taylor: Why Small Firms Hold the Key to Accounting’s Talent Crisis | Gear Up For Growth
The Hidden Reason You're Exhausted | ARC
Hannah Munro: Real Reasons Change Fails | Accounting Influencers
Chris Vanover: Audit, Rebranded: Now with 100% Less Misery | The Disruptors
Johnston: Private Equity, Shady Vendors, and Broken Software | Accounting Influencers
Anshul Agrawal: Gain a Competitive Edge Through Direct Ownership Offshoring | Gear Up For Growth
What Career Advice Gets Wrong for Gen Z—and How to Fix It | ARC
Embrace the Machines | Accounting Influencers
Angela Oakley: Strengths-Based Coaching Fuels Engagement | MOVE Like This
Erica Goode: Build a $200K Firm in 15 Hours a Week | The Disruptors
Fineberg, Hecker: How CPAs Are Filling the 100,000-Wealth Advisor Gap | Holistic Guide to Wealth Management
Guess Who’s in Ideal Position to Fill the Coming Shortage of Financial Advisors? | Holistic Guide to Wealth Management
Experts Call for Industry Overhaul | Accounting Influencers
Carl Peterson: Succession or Stagnation? | Gear Up For Growth
Your Identity Is Not a Liability | Accounting ARC
Will the "Big, Beautiful Bill" Pass? Why 80% Might Become Law—and What Accountants Need to Watch | Quick Tax Tip
Write Your Way to the Top: The Career Move Most Overlook | Accounting Influencers
Randy Crabtree: Live at the Intersection of Passion and Skill | The Disruptors
How to Save $8 Million in Estate Taxes with One Strategic Move (Before 2026) | The Concierge CPA
Brannon Poe: PE Drives Demand--And Change | Accounting Influencers
Phil Whitman: No PE? No Problem. How CPA Firms Can Stay Fiercely Independent | Gear Up For Growth
What Happens in Vegas… Gets Reported on a Tax Return | ARC
Turn Conference Season Into Career Gold | Accounting Influencers
Jennifer Harrity: The Business Case for Doing Good: ESG, B Corp & Real Returns | MOVE Like This
McClelland and Telka: Women Ready to Rewrite the Rules of Accounting | The Disruptors
Matt Tait: The Monthly Close Should Be History | The Concierge CPA
Terrell Turner: Every CPA Should Think Like an Entrepreneur | Accounting Influencers
Carla McCall: Create Leaders from Within | Gear Up For Growth
Bonnie Buol Ruszczyk: The Quiet Crisis in Accounting - Losing the People We Need Most | Know-How Korner
Art Werner: Tax-Savvy Compensation with Smart Fringe Benefits | Quick Tax Tip
Burn the Boats: The Partnership Model Is Dead | Accounting Influencers
Celebrating 100 Episodes of The Disruptors: Paul Dunn - From Standard to Stand Out to Stand For | The Disruptors
Bold Action Urged on Talent, Tech, and Culture| Accounting Influencers
Mitchell Reno: Client Experience as a Growth Driver | Gear Up For Growth
Art Werner: Wealth Transfer Strategies in a Time of Uncertainty | Quick Tax Tip
Sandra Wiley: Culture, DEI, and the Future of the Accounting Profession | MOVE Like This
Jacob Schroeder: AI Won’t Replace Accountants—But It Will Reveal Who’s Replaceable | The Disruptors
Jen Cryder: Rewrite the Rules | Accounting Influencers
Cancel Culture or Curious Culture? You Choose. | Transformation Talks
Art Werner: The Hidden Retirement Perk Most Taxpayers Miss | Quick Tax Tip
Ditching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | The Disruptors
Amy Vetter: How Professionals Can Reclaim Their Time, Energy, and Purpose | The Concierge CPA
Adam Lean: Why Accountants Are Stuck—and How to Escape the Trap | Accounting Influencers
Aprio CEO: Culture and Capital Fuel Firm’s Rapid Growth | Gear Up For Growth
The Ultimate Business Hack You’re Probably Ignoring | ARC
Crypto Caution: Be Wary of Digital Assets | Quick Tax Tip
Donny Shimamoto: Reimagining Diversity and Belonging in the Accounting Profession | MOVE Like This
Jean Zick: Happy Team Members Lead to Happy Clients | The Disruptors
David Podell: Use Strategic Retirement Planning to Build Net Worth | The Concierge CPA
The Profession’s Future Amid Talent Gaps, Tech Disruption, and Evolving Business Models | Accounting Influencers
Matt Criss: Forget the Grind; Grow Intentionally | Gear Up For Growth
Resilience, Real Talk, and the Road to Mental Wellness | ARC
SMBs Are Overwhelmed by Tax Complexity — Here’s What They Need Most | Quick Tax Tip
Beyond the Numbers: Be Your Client's Advocate | The Disruptors
Van Carlson: Why 831(b) Risk Management Strategies Are Gaining Ground | The Concierge CPA
Okorie Ramsey: Diversity's About Building Bigger Tables | Accounting Influencers
Marketers to CEOs: The Expanding Role of Growth Leaders in Accounting | Gear Up For Growth
How Blockchain Could Still Reshape Business and Accounting | ARC
Tricia Bencich: How Mental Load Silently Undermines Career Progress | MOVE Like This
Art Werner: Lead with Optimism - Even in this Economy | Quick Tax Tip
Dominic Piscopo: Use Salary Transparency for Bargaining Power | The Disruptors
Heidi Henderson: High Impact Tax Strategies Revealed | The Concierge CPA
The Year of the Advisor is Here | Accounting Influencers
Wade Clark: Stop Selling; Start Catalyzing | Gear Up For Growth
What Gen Z Wants from Business | ARC
Art Werner: Shift Gears Post-Tax Season | Quick Tax Tip
Debbie Kilsheimer: Stop Thinking Small | The Disruptors
Chris Farrell: The Hidden Bottleneck in Accounting? It’s Not Your Back Office | The Concierge CPA
Ashley Kostos: How Skills Testing Could Be the Secret Weapon for Accounting Firms | MOVE Like This
Firm Differentiation Depends Upon Client Service | Accounting ARC
Art Werner: Are Your Clients Throwing Money Away? | Quick Tax Tip
Dave Kersting: Collaborate with Co-Firming | The Disruptors
David Spence: Create a Tax-Free Retirement in Economic Uncertainty | The Concierge CPA
Hannah Munro: Leading Change in Our New VUCA Environment | Accounting Influencers
Secrets to Staying Relevant Revealed | Gear Up For Growth
Surviving Tariff Turbulence | ARC
Art Werner: How Donor-Advised Funds Empower Strategic Giving | Quick Tax Tip
Liz Scott: Why Bookkeepers May Beat CPAs in the Race to Advisory Work | The Disruptors
Divakar Vijayasarathy: Breaking Barriers and Scaling Success | The Concierge CPA
John Fenton: Unlock Your Leadership Mastery | Accounting Influencers
Kimberly Ellison-Taylor: The Future of Inclusion in Accounting | MOVE Like This
Crypto, Cash, or Chaos? The Fallout of an IRS-Free America | ARC
Art Werner: Why Tax Loss Harvesting Deserves a Fresh Look | Quick Tax Tip
Ashley Francis: AI's a Partner, Not a Replacement: The Disruptors
Steve Yoss, Quick Tech Talk: Master Financial Forecasting with ETS
Adopt a Continuous Improvement Mindset to Stay Competitive | Accounting Influencers
How Top Rainmakers Win Clients | Gear Up For Growth
Why Accountants Must Master Tough Conversations | Transformation Talks
Tax Turmoil and Opportunity: Breaking Down the Q1 2025 Tax Landscape| Quick Tax Tip
Richard Roppa-Roberts: Collaboration Over Competition | The Disruptors
Steve Yoss: Unlock the Power of Data Visualization | Quick Tech Talk
Becky Livingston: How AI Boosts Firm Marketing and Client Engagement | Gear Up For Growth
Is Agentic AI an Accounting Game Changer or Game Ender? | ARC
Art Werner: Maximize Retirement Contributions for 2025 | Quick Tax Tip
Luke Templin: Lose Your Perfectionist Gene | The Disruptors
Why Accounting Qualifications Matter More Than Ever | Accounting Influencers
Steve Yoss: Transform Financial Data into Actionable Insights with Power BI | Quick Tech Talk
AICPA Leader Outlines the Future of the Profession | Gear Up for Growth
What Keeps Accountants in Public Accounting? Research Unpacks Key Retention Factors | Know-How Korner
Ira Rosenbloom: M&A Numbers Are Easy - Culture Fit Is Hard | The Disruptors
Steve Yoss: Why CPAs Should Up Their Skills with AI | Quick Tech Talks
Sarah Elliott: How Conscious Leadership Secures Independence
Building a Thriving Company Against All Odds | ARC
Roman Villard: Ditch the Suit & Create a Firm Where Authenticity Thrives | The Disruptors
Randy Johnston Unpacks the Opportunities and Risks with AI | Accounting Influencers
Steve Yoss: Cybersecurity Essentials for Modern Accounting Firms | Quick Tech Talks
Embrace Change or Risk Obsolescence | Accounting Influencers
Bill Sheridan: Why Firms Must Adapt or Be Left Behind | Gear Up For Growth
Are We Ready for the Hidden Risks of AI in Accounting? | ARC
Art Werner: Unlock Smart Giving Strategies | Quick Tax Tip
Monique Swansen: Align Firm Values with Services | The Disruptors
Steve Yoss: Training Staff to Recognize Fraud Indicators | Quick Tech Talks
Amy Vetter: Strategies for Transforming Workplace Culture in Accounting Firms | Gear Up For Growth
The Research Imperative: Why Data Drives Accounting Success| ARC
Art Werner: It’s Not Too Late to Help Clients Reduce Their Tax Burden | Quick Tax Tip
Tina McGill: How to Create Lasting Client Impact | The Disruptors
Steve Yoss: Mastering Excel Integration and Enhanced Productivity | Quick Tech Talks
Mark Fritz: Leadership Lessons for Today's World | Accounting Influencers
Tim Allen: How Serendipitous Specialization Led to Success | Gear Up for Growth
Student Turns Tables on Thought Leaders | ARC
Alan Anderson: Applying JIT Concepts to the Audit Process
Stefan van Duyvendijk: Develop Operational Mindset | The Disruptors
Steve Yoss: Unlocking Business Insight with Power BIs | Quick Tax Tip
Jean Caragher: Fire Clients Who Don't Tick Your Boxes | Accounting Influencers
Breaking the Billable Hour | Gear Up For Growth
How Coaching Can Unlock Professional Success| ARC
Steve Evans: Why Traditional Hiring Methods Fail | The Disruptors
Steve Yoss: How Powered BI Connects with Data Sources | Quick Tech Talks
Diversity and Technology Take Center Stage in Accounting Debate | Accounting Influencers
Kristen Rampe: Accountability and Simplicity in Partner Compensation Drive CPA Firm Growth | Gear Up For Growth
Demystifying Accounting Governance | ARC
Art Werner: Beneficial Ownership and Control | Quick Tax Tip
Roger Knecht: Can You Be an Accountrepreneur? | The Disruptors
Katie Tolin: Listen to What the Market's Telling Us | Capstone Conversations
Jennifer Harrity: ESG Unlocks Accounting Opportunities | Gear Up For Growth
Top 10 Red Flags to Watch for in Accounting Offices | ARC
Art Werner: Corporate Transparency Act and FinCEN Reporting | Quick Tax Tip
Beth Whitworth: Focus on Outcomes Not Hours | The Disruptors
Steve Yoss: Boost Security with MFA | Quick Tech Talks
Jason Blumer: Serving Your Team Is the Ultimate Leadership Strategy | Gear Up For Growth
Private Equity as a Catalyst for Growth | ARC
Art Werner: Due Diligence and the IRS Enforcement | Quick Tax Tip
Mike Sylvester: Learn to Say No | The Disruptors
Jason Staats: It's Time for a Re-Think | Accounting Influencers
Steve Yoss: AI's Power in Assurance Services | Quick Tech Talks
Breaking the Burnout Cycle in Accounting | ARC
Salim Omar: Identify Your Client's $100,000 Problem | The Disruptors
From Strategy to Leadership: How Marketing Is Reshaping the Accounting Profession | Capstone Conversations
Art Werner: Busy Season Predictions for 25-26 | Quick Tax Tip
Accounting in Transition: Reflections on 2024 and the Road Ahead | ARC
Katie Lyles: Marketing Triumphs Amid Chaos | Capstone Conversations
Michael King: The Rise of Fractional CFOs Provides Challenges and Opportunities | Accounting Influencers
Steve Yoss: Automating Data Entry Reconciliations with AI | Quick Tech Talks
Ron Baker: Transformative Visions for the Accounting Profession | ARC
Jackie Meyer: Earn More with Fewer Clients | The Disruptors
Lauren Clemmer: Confidence, Collaboration, and the Future of Accounting Marketing | Capstone Conversations
Susan Bryant: Set Boundaries and Elevate Client Services for Better Results | Accounting Influencers
Angie Grissom: Inspiration for the Next Generation of Accountants – From a Non-Accountant | ARC
Jack Flaherty: Don't Be a 'Yes' Person | The Disruptors
Sarah Dobek: How Curiosity and Problem-Solving Propel Success in Accounting Marketing | Capstone Conversations
Art Werner: How to Turn Tax Prep into Tax Advisory | Quick Tax Tip
Ed Kless: Accounting Must Innovate Beyond Technology | Accounting Influencers
August Aquila: Getting Profits from Marketing | Gear Up for Growth
Art Werner: Navigating Business Structure Decisions Amid Tax Law Changes | Quick Tax Tip
CPA Trendlines - The Center for Accounting Transformation - Accounting ARC - Ep 24_Is Accounting Really STEM?
Tom Wheelwright: If It's Not Fun, Rethink Client Service | Accounting Influencers
Gary Shamis: Strategy Is Easy. Execution Is Key | Gear Up for Growth
Rose Wang: Where Numbers Meet Strategy and Creativity | Accounting ARC
Greg Adams: From Finance to Storytelling | The Disruptors
Glen Carmichael: Leadership Sets the Tone for Marketing Success | Capstone Conversations
Gary Shamis: When It Comes to PE, Young Partners Should Proceed Cautiously | Accounting Influencers
Unlocking the Secrets to Smart Growth with Alan Whitman | Gear Up For Growth
TikTok Fraud Exposes Gaps in Financial Literacy | Accounting ARC
Jody Padar: Make Radical Changes Now If You Want to Be Relevant in 2030 | The Disruptors
Stacy Dreher: Scaling Marketing Excellence for CPA Firms | Capstone Conversations
Bailey Parnell: Why Accountants Must Master Soft Skills in a VUCA World | Accounting Influencers
Art Werner: Preparing for the Tax Cuts and Jobs Act to Expire | Quick Tax Tip
How Accounting Pros Own the Stage in Public Speaking | Accounting ARC
Greg Kyte: Being a CPA is Like Being the Marie Kondo of Numbers | Accounting ARC
Rebecca Driscoll: Amplify Reach by Helping Other Firm Owners | The Disruptors
Becca Johns: How Rea CPAs Is Pushing into Advisory | Capstone Conversations
Ed Warren: Have Difficult Conversations to Grow Your Business | Accounting Influencers
Rory Henry: Create the Return on Relationship | The Disruptors
Lucas LaChance: Revenue Generation through Digital Marketing | Capstone Conversations
Reinventing Accounting: A Lawyer’s Perspective on Industry Disruption | Accounting ARC
Kate Johnson: How Accountants Can Grow with Video | Accounting Influencers
Revolutionizing Ethics Education in Accounting: Expanding Beyond the Basics | Accounting ARC
Mike Maksymiw: Be the Leader You Wish You Had | The Disruptors
Alex Drost: Firms Must Be Scrappy to Compete with PE-Backed Competitors | Gear Up For Growth
Donny Shimamoto: Defining Accounting Transformation | Accounting Influencers
Bailey Lenart: From Ledger Sheets to Transformational Change | Accounting ARC
Terrell Turner: Build a Solid Business Showing Up as Yourself | The Disruptors
Kristen Lewis: The Biggest Challenge Marketing Accounting Firms | Capstone Conversations (Jean Caragher)
Tim Brackney: Don't Blame Private Equity. Blame the Accountants | Accounting Influencers
Sarah Cirelli: Launching the 'SWAT' Plan at Grassi CPAs | Capstone Conversations
Richard Kopelman: Aprio's Plans for Global Conquest | Accounting Influencers | Part 2 of 2
Richard Kopelman: Inside Aprio's Bold Makeover | Accounting Influencers | Part 1 of 2
Katie Thomas: How to Recruit the Best, Organically | Gear Up For Growth
Election Politics: What CPAs Need to Know about Tax Policies | Accounting ARC
How CSR Drives Consumer Behavior with Jeff Joireman | Know-How Korner
Kelly Mann: Be the Bull in the China Shop | The Disruptors
Korby Boswell: Three Pieces of Advice for CPA Firm Managing Partners | Capstone Conversations
Kristin Murray & Jennifer Wilson: Best People Practices for Smail Firms | Gear Up For Growth
Leadership for the Future: Stakeholders, Sustainability, and Strategic Vision | Accounting ARC
Alicia Katz Pollock: Create a Human-Centric Business | The Disruptors
Joe Kovacs: Why the Digital Brand Experience is Essential | Capstone Conversations
Mike Sylvester, Ryan Pulice: The Joys of Firing Bad Clients | Gear Up For Growth
BYU Students Launch TechHub Accounting Ed Platform | Know How Korner
Nancy McClelland: Be the One Your Clients Ask First | The Disruptors
Carrie Steffen: The Two New Superpowers Leaders in Accounting Didn't Know They Needed | Capstone Conversations
Brenda Sleeper: The Journey to the Hall of Fame | Capstone Conversations
How to Future-Proof the Accounting Profession | Accounting Influencers
Tom Hood: When Your Mindset Is Your Biggest Problem | Gear Up for Growth
In-Person Conferences Still Crucial for Accounting Professionals | ARC
Alan Whitman: Stop Accepting the Status Quo | The Disruptors
Bethany Silvis: Success begins with Trust | Capstone Conversations
Joey Havens: The Role Culture Plays in Firm Growth | Gear Up for Growth
Art Werner: Post-Mortem Estate Planning | Quick Tax Tip
Steve Yoss: An Accountant's Detailed Guide on Databases, Integration, and Data Sharing | Quick Tech Talk
Non-Accountants in Accounting: A Game-Changer for the Profession | ARC
Sean Duncan: Discover Your Own Genius | The Disruptors
Rubik Yeriazarian: Small Firms, Big Opportunities in Forensics | Accounting ARC
Allison Schlegelmilch: Leadership Lessons from Firm Mergers | Capstone Conversations
Allan Koltin: How Small Firms Battle PE-Powered Competitors | Gear Up for Growth
Art Werner: Estate Planning For Non-Traditional Clients | Quick Tax Tip
Steve Yoss: Charting, Graphing, and Mapping Data Made Easy | Quick Tech Talk
Ingrid Edstrom: True Wealth is Not Financial | The Disruptors
AI Will Steal Your Job. And That's a Good Thing | Accounting ARC
Caleb Jenkins: Firm Growth Requires Owners to Shift Roles
Steve Yoss, Quick Tech Talk: Connect, Transform, and Analyze Data Like a Pro with Power Query Basic
The Right Kind of Lazy: Innovative Approaches to Streamlining Workflows | Accounting ARC
Accountants in Pop Culture: Myths, Realities, and Stereotypes - Accounting ARC
Jody Grunden: Be Different. Make More Money.
Dawn Brolin: Grow Your Firm By Shrinking It
Chris Hervochon: Be the Leader You Want to Work For
Accounting ARC: Exploring AI's Role in Modern Accounting
Archos Advisors: A Structured Approach to Change Management
Rosenbloom: Don't Merge for the Money
Quick Tech Talks with Steve Yoss: Automation for Accountants
150 Hours Revisited: The Profession Needs a Facelift
Accounting ARC: Where in the World Are You Seeing This?
Adam Lean: Get Out of the Accountant’s Trap
Vimal Bava: Grow in Your Journey; Don’t Just Go Through It
Randy Crabtree: Stress Management for Overworked Accountants
Tax Chat: Eric Green Reveals The Tax Rep Guide to Tax Season
Steve Yoss, Tech Talk: Data Integrity for a Digital World
Geraldine Carter: Why Charging More Is Better for Your Clients
Accounting ARC: Decoupling DEIB - A Nuanced Approach with Jina Etienne
Jody Grunden Says Subscription Pricing Plays a Game Changer
Accounting ARC: Breaking Barriers - How Becky DuPree's Love for Data Analytics and Her Identity Shaped Her Professional Path
Steve Yoss, Tech Talk: Blockchain and Regulatory Compliance for Tax, Accounting and Finance Professionals
Accounting ARC: Forecasting Finance & the 2034 Accounting Landscape
Fogelman: Stop Undercharging and Be Client-Centered
Steve Yoss, Tech Talk: A.I. Automation Tools for Tax, Accounting and Finance Professionals
Accounting ARC: Busting the Big 4 Myth
Brannon Poe: Grow Your Business by Preparing to Let it Go
Geni Whitehouse: Conquering Client Chaos
Steve Yoss, Tech Talk: The Power in Microsoft Power BI for Tax, Accounting and Finance Professionals
Steve Yoss, Tech Talk: Cloud Computing for Tax, Accounting and Finance Professionals
Top Ten Strategies for Effective Management and Organizational Growth - Accounting ARC, Ep. 4
Quick Tech Talks with Steve Yoss: When A.I. Does the Heavy Lifting for Tax, Accounting and Finance Professionals
Disruptors: Chase Birky Builds the Anti-CPA Firm
Steve Yoss, Tech Talk: The New Regulatory Framework for Accounting and Finance Professionals
Steve Yoss, Tech Talk: The Accountant Jobs A.I. Will Replace in Tax, Accounting and Finance
Accounting ARC: Unraveling the Collapse of Silicon Valley Bank
Steve Yoss, Tech Talk: How to Rescue the Shrinking Tax, Accounting and Finance Profession
TRAILER: Steve Yoss, Tech Talk: This Is Steve Yoss. From cpatrendlines.com
On a Mission: Introducing Accounting, Reaction, Comedy
Blumer CPAs: Move Leaders Out of Client Service
Scharrell Jackson: Lead with Diversity of Thought
Brandon Hall: Firms Try to Make Too Much on Tax Prep
Amber Setter: Coaching Helps Resolve the Tension Between Safety and Purpose
James Graham: Doubling the Firm with CFO Services
Karen Reyburn: Not MORE Clients, BETTER Clients
Giles Pearson: Swap Experience for Education
Is This When Accountants Start Taking Freshbooks Seriously?
Harper & Company CPAs: You help clients build their ideal business. Why can’t you do it for yourself?
Jina Etienne: Practice Fearless Inclusion
Jason Deshayes: What We're Doing Isn't Working
Heather Satterley: You've Got to Meet People Where They Are
Adrian Hong: Necessity Can Make You an Expert
Bill Penczak: Stop Forcing Smart People to Do Stupid Work
Sandra Wiley: If you have the right culture, you'll find the right people.
Which is Better: A Year of Education or A Year of Experience? Featuring David Bergstein and Steven Sacks
Getting Real: Accounting Tech Decisions You Need to Make Today
The Disruptors: Al Anderson on The New Manifesto for Audit
Scott Scarano: First, Grow People. Then Firm Growth Can Follow
Ira Rosenbloom: With M&A, Nobody Wants a Fixer-Upper
Jody Padar: Build a Practice that Works for You, Not Vice-Versa.
Peter Margaritis: Communication is key but can be harder to teach.
BONUS EPISODE: Robert Fligel Explains How Private Equity Is Impacting the Profession
Joe Montgomery: Find the Sweet Spot of the Right Clients, Right Services and Right Prices
Ryan Lazanis: Build the Firm that Suits Your Lifestyle
Marie Greene: With Staffing, Lose Bad Apples Before Ruining the Bunch
Menlo Innovations: Improve Office Culture by Overhauling Internal Reviews
Megan Genest Tarnow: Hire for Curiosity Rather Than Compliance
Twyla Verhelst: Firms Must Get Creative to Compete
Donny Shimamoto: Future Firm Growth Requires a Mindshift
Hitendra Patil: No New Tech. No New Growth.
Transformation Talks with Chase Birky: Firms waste time and money recreating the wheel.
Transformation Talks with Dustin Wheeler: Tech advisors can revolutionize your team.
The Disruptors with Heather Smith: Try Not Growing Your Business
Jackie Meyer: Be a problem solver, not a number cruncher.
Transformation Talks with Dustin Verity: Keep an Open Mind and Constantly Learn
Clayton Oates: One Way to Keep Clients for Life
Ron Baker: Monetize the Relationship, Not the Transaction.
Randy Crabtree: Follow These 3 Rules to Keep Employees Happy
Kenji Kuramoto: Kill the 40-hr work week, online pricing and other archaic accounting etiquettes.
Chad Davis: You have an infinite canvas of opportunities to add more joy to your firm.
Aynsley Damery: Rethink the 80:20 rule, because the 80% are likely stealing from you.
Work Less, Earn More: Build the Accounting Firm of Your Dreams
Donny Shimamoto: Future Firm Growth Requires a Mindset Shift
Jennifer Wilson: Empower Young Workers to Build the Firm Everyone Loves
Mike Whitmire: Re-Think Your Hiring and Training Practices
Ed Kless: Clients Don’t Want Outputs. They Want Outcomes!
Seth Fineberg: Your Classic Business Model Won’t Allow Growth
The Six Pillars for Finance Transformation with Chris Ortega
CSR for CPAs: The Missing Ingredient
O.D. Lanier: The Four – or Five – Steps for Moving into Consulting
Hector Garcia: How Niche Knowledge Drives Success
Career Advice and Success Planning for Accountants from Mike Maksymiw
Disruptor: Jason Staats Shakes Up the Status Quo
Innovation Insights: Early Adopters Gain the Edge in Audit
From Tax to Transformation
The Disruptors: Penny Breslin on Facing Your Staffing Challenges Head-On
Episode 421: Thinking Smart about New Tech: Byron Patrick
Episode 420: The New Role of Artificial Intelligence in Rev Rec and Lease Accounting
Episode 419: Why the Future of Audit Is in Risk Advisory
Episode 418: How Auditors Can Improve Efficiency and the Budget
Episode 417: CPA Subscription Services: Is This Approach Here to Stay?
Episode 416: The Disruptors: Why Doing Nothing Is Not an Option, with Rob Brown
Episode 415: The Seller's Guide to Getting the Best Price for Your Firm
Episode 413: The Disruptors: Blake Oliver Sees a Ponzi Scheme Ready for Collapse
Episode 412: The Disruptors: Martin Bissett Argues for the "Commercialization" of the Tax and Accounting Profession
Episode 411: The Disruptors: Brannon Poe Rejects the Status Quo
Episode 410: Disruptors: Accounting Nerds, Tap into Your Secret Super Powers
Episode 408: How Private Equity Changes Everything
Episode 407: How FinTech Billions Are Re-Making the Accounting Business, with Rick Telberg for CPA Trendlines
Episode 406: Matt Wilkinson: Think Small to Think Big – The Disruptors with Liz Farr for CPA Trendlines
Episode 409: Your Sales Tax Compliance Headaches Are Only Just Beginning
Episode 405: Corey Schmidt on Re-Inventing Your Firm – The Disruptors with Liz Farr for CPA Trendlines
Episode 404: Geraldine Carter: Saving Accountants from Themselves – The Disruptors with Liz Farr for CPA Trendlines
Episode 403: Re-Inventing the Accounting Firm with Tyler Anderson – The Disruptors with Liz Farr for CPA Trendlines
Episode 402: Closing the Sale, with Sarah Dobek and Ty Hendrickson
Episode 401: The Disruptors: New Padgett COO Amanda Aguillard Explains How to Scale
Episode 51: Offshoring and Outsourcing, with Shawn Parikh
Episode 50: Diving for Dollars with Data, with Brian Suthoff
Episode 49: Blockchain 101: Implications for Accounting Firms, with John Shaw
Episode 48: The Keys to Better Client Relations, with Jeff Pawlow
Episode 47: How to Hire the Best, with Josh Fisher
Episode 46: Staffing in the Age of COVID, with Pasha Malick
Episode 45: Fighting the Staffing Crisis in Accounting, with Lee Cohen
Episode 45: What Works in Staffing Today, with Todd Hockenberry
Episode 44: How Covid Impacts Global Recruiting, with Dan Tyer, Author of Inbound Organization
Episode 44: Growing Revenue Through Client Service, with Sarah Dobek and Ty Hendrickson
Episode 43: How Covid Changes Recruiting, with Ronald Kranzler
Episode 42: Lease Accounting Gets Real, with Ane Ohm, LeaseCrunch
Episode 41: EisnerAmper CEO Explains the Firm's Private Equity Deal
Episode 2: Flash Briefing: A “Call to Arms” after Private Equity Deal
Episode 1: Google Ad Tips for Accountants with Becky Livingston
Episode 4: IRS Notice 2021-29 “drops a bomb” on the Employee Retention Credit.
Episode 3: Bradley Burnett: "Brand spanking new!" IRS Notice N-2021-49 on the Employee Retention Credit, with Rick Telberg for CPA Trendlines
Episode 2: Pasha Mailk: Four Ways to Beat the Staffing Shortage, with Richard Rothstein for CPA Trendlines
Episode 35: Many Cosme: Hiring for Small Accounting Firms in the COVID Age
Episode 33: Staffing: Ed Gattis from Parabellum System talks to Richard Rothstein for CPA Trendlines
Episode 1: Gary Cokins on Predictive Accounting with Steven Sacks
Nancy Fox: Winning the Mind Game of Success
Gary Cokins on The Truth about Activity-Based Costing with Steven Sacks for CPA Trendlines
Episode 29: Jill Cagliostro on When Cyber-Crime Hits Close to Home, with Steven Sacks
Episode 28: James Lopiccolo on Selling Service, Not Hours, with Steven Sacks
Episode 27: David Bergstein on Leveraging Knowledsge, Not Just Process
Steven Braunstein: Learning How to Lunch Online
Episode 25: Gary Cokins: Mythbusting Performance Management
Frank Stitely on How COVID Changes Recruitment, with Richard Rothstein
Rethinking Workflows in a Work-from-Home World with Ian Vacin of Karbon and Matt Solomon of
Bill Carroll on The Art & Science of Hiring, with Matt Solomon for CPA Trendlines
Blockchain 101 for Business, featuring Jack Shaw
David Bergstein - What's a Bot?
Adam Batchelor & John Higgins - PICPA acquires CPA Crossings, LLC
Hitendra Patil - Success Factors in the Age of Covid (CAS Webinar)
Robert Fligel: COVID Infects CPA Firm M&A Deals
David Bergstein: Your Competition Isn't Who You think It Is
Eileen Kennedy on Managing Client Experience in the Covid Age
Stephen Nelson on Three Hidden Surprises in PPP Loan Forgiveness
Judy Trepeck on How to Think Beyond Accounting
Bill Reeb talks with Steven Sacks on Management in the COVID Era
Gabby Luoma on the Covid Crisis
Katye Maxson-Landis [Cannabis CPA]
Zach Gordon, NYSSCPA Cannabis
[The Cannabis CPA] Ben Curren of Green Bits
[The Cannabis CPA] Sean Robinson, Tebaja Consulting
[The Cannabis CPA] Cristina Garza, CannaComply
[The Cannabis CPA] Matt Karnes, Greenwave Consultants
[The Cannabis CPA] Laura Durham, Kind Accounting
[The Cannabis CPA] Rich Wortmann, Leading the Way in Pa.
[The Cannabis CPA] John Repetti and Mitzi Hollenbeck of Citrin Cooperman
[The Cannabis CPA] Jim Marty and Cory Parnell of Bridge West CPAs