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PODCAST

CPA Trendlines Podcasts

Exclusive information. Extraordinary insight.See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted

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All Episodes

0:40

4ImpactData: 10X Your Advisory. Not Your Headcount.

CPA Trendlines Podcasts ·

2025/09/03

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 ScaleStart delivering scalable advisory in weeks — not months — with our 5-step implementation process.4ID is purpose-built to embed codified wisdom into your existing workflow — quickly and seamlessly. With our proven 5-step approach,

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0:40

4ImpactData: 10X Your Advisory. Not Your Headcount.

CPA Trendlines Podcasts ·

2025/09/03

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 ScaleStart delivering scalable advisory in weeks — not months — with our 5-step implementation process.4ID is purpose-built to embed codified wisdom into your existing workflow — quickly and seamlessly. With our proven 5-step approach,

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3:41

Werner: Tax-Free Tips? Not So Fast | Quick Tax Tip

CPA Trendlines Podcasts ·

2025/09/03

A campaign promise turns into tax code reality—but only for a limited time.Quick Tax TipWith Art WernerCPE TodayOn 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 WernerDuring their campaigns, both former President Trump and Vice President Harris floated the idea of eliminating taxes on tips. Now, some of that rhetoric has made its way into

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0:40

4ImpactData: 10X Your Advisory. Not Your Headcount.

CPA Trendlines Podcasts ·

2025/09/03

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 ScaleStart delivering scalable advisory in weeks — not months — with our 5-step implementation process.4ID is purpose-built to embed codified wisdom into your existing workflow — quickly and seamlessly. With our proven 5-step approach,

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46:16

Alice Grey Harrison: From Memos to Meaning - Rethink...

CPA Trendlines Podcasts ·

2025/09/03

Treating communication as a strategy, not administration, helps firms navigate M&A, private equity, and constant change.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA TrendlinesOn the latest MOVE Like This, host Bonnie Buol Ruszczyk sits down with Alice Grey Harrison of AGH Consulting to talk about the people side of firm transformation. Harrison, a three-decade veteran of strategic communications and change management in the accounting sector, helps firms navigate M&A, private

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0:40

4ImpactData: 10X Your Advisory. Not Your Headcount.

CPA Trendlines Podcasts ·

2025/09/02

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 ScaleStart delivering scalable advisory in weeks — not months — with our 5-step implementation process.4ID is purpose-built to embed codified wisdom into your existing workflow — quickly and seamlessly. With our proven 5-step approach,

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2:43

Yoss: Cut Costs Without Cutting Corners | Quick Tech...

CPA Trendlines Podcasts ·

2025/09/02

From automation to document management, open source solutions can deliver enterprise-level value for free.Quick Tech TalkWith Steve YossCPE TodayWhat 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 promise of open source software, and it’s more accessible than ever.MORE Steve Yoss here | MORE

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59:03

Joe Woodard: Move Beyond Reports--Deliver Results |...

CPA Trendlines Podcasts ·

2025/09/02

Dashboards and statements aren’t enough—accountants must help clients turn data into action. The DisruptorsWith Liz FarrJoe 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 Purpose to End Burnout | Brolin: The W.I.N. Leadership Formula | Gertrudes: How EOS &

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0:40

4ImpactData: 10X Your Advisory. Not Your Headcount.

CPA Trendlines Podcasts ·

2025/09/02

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 ScaleStart delivering scalable advisory in weeks — not months — with our 5-step implementation process.4ID is purpose-built to embed codified wisdom into your existing workflow — quickly and seamlessly. With our proven 5-step approach,

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2:24

Werner: Reward Loyalty, Retain Talent, and Reduce...

CPA Trendlines Podcasts ·

2025/08/30

The PFML federal tax credit is no longer temporary. Here's how to claim it, avoid pitfalls, and support your workforce.Quick Tax TipWith Art WernerCPE TodayIf 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 for employers who want to support their staff without taking a major financial hit.Click here for

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23:30

PE Pushes Partners Toward Digital Extinction |...

CPA Trendlines Podcasts ·

2025/08/30

Two-thirds of current firm leaders risk being obsolete within three years.Accounting InfluencersWith Rob BrownA stark warning is shaking the accounting profession: 65% of current firm partners will be considered “digitally obsolete” within three years. The unsettling part? Private equity (PE) investors are not planning to retrain them—they are preparing to replace them. MORE Accounting Influencers with Rob Brown On the latest episode of the Accounting Influencers Podcast, host Rob Brown

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34:05

Michael Meihaus: Younger CPAs Won’t Wait for...

CPA Trendlines Podcasts ·

2025/08/29

Reform firm structures before outside forces impose changes that erode independence.Gear Up for GrowthWith Jean CaragherFor CPA Trendlines“We don’t change unless we have to, but waiting for a crisis to force transformation is a failure of leadership,” says Michael Meihaus, owner of Meihaus CPA, appearing on Gear Up for Growth, hosted by Jean Caragher, president, Capstone Marketing. Meihaus calls for firm leaders to embrace meaningful ownership authority and rethink outdated business models

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1:19

Go PRO: Get full sitewide access with today's best offer

CPA Trendlines Podcasts ·

2025/08/28

Attention CPAs and accounting pros! Are you ready to take your practice to the next level? Then it’s time to upgrade to CPA Trendlines PRO Membership—your all-access pass to premium insights, strategies, and tools designed just for YOU!See today 's best PRO offers here.Get exclusive access – Over 10,000 articles, tools, and expert guidance—keeping you ahead of the curve in practice management, growth, and industry trends.Enjoy VIP perks – Be the first to get new content, receive special

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43:11

CPA Firm Ownership Under Fire | ARC

CPA Trendlines Podcasts ·

2025/08/28

As private equity reshapes the profession, accounting leaders debate who should hold the keys to ownership. Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationWhen 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 mandate is at the heart of a heated debate about who should be allowed to own CPA firms.MORE

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2:16

Werner: The Hidden Tax Traps of OBBBA—and How to...

CPA Trendlines Podcasts ·

2025/08/27

The One Big Beautiful Bill Act can reward smart planners—and punish the unprepared.Quick Tax TipWith Art WernerCPE TodayIn the aftermath of the newly enacted One Big Beautiful Bill Act (OBBBA), taxpayers and businesses alike are scrambling to determine whether they stand to gain or lose under the sweeping changes. But according to tax authority Art Werner, the dividing line between winners and losers is clear: those who plan will win; those who don’t will lose.Click here for more Art

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53:13

Tim Petrey: Forget the Pyramid - Ditch Old Models for...

CPA Trendlines Podcasts ·

2025/08/27

“You can’t ask people to act like partners and then treat them like employees.” Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA TrendlinesIn an industry marked by incremental change and cautious tradition, Tim Petrey, managing partner at HD Growth Partners, is going all-in on a radical reimagining of what an accounting firm can be. Speaking on the Big 4 Transparency Podcast, Petrey shares how his firm has abandoned the tired trappings of the old model - mandatory billable hours, rigid

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2:15

Yoss: From Invoice Reminders to Approvals—QBO Does It...

CPA Trendlines Podcasts ·

2025/08/26

Automate common workflows, ensure accuracy, and free your time for higher-value work.Quick Tech TalkWith Steve YossCPE TodayFor years, QuickBooks Online (QBO) has been a go-to accounting platform for small and midsized businesses. Now, its Advanced Edition takes efficiency to a whole new level by introducing robust workflow automation features designed to eliminate repetitive tasks and keep financial professionals focused on what matters most.MORE Steve Yoss here | MORE TECH Imagine never

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1:19

Go PRO: Get full sitewide access with today's best offer

CPA Trendlines Podcasts ·

2025/08/26

Attention CPAs and accounting pros! Are you ready to take your practice to the next level? Then it’s time to upgrade to CPA Trendlines PRO Membership—your all-access pass to premium insights, strategies, and tools designed just for YOU!See today 's best PRO offers here.Get exclusive access – Over 10,000 articles, tools, and expert guidance—keeping you ahead of the curve in practice management, growth, and industry trends.Enjoy VIP perks – Be the first to get new content, receive special

en-us

85:21

Ron Baker: Burnout Ends When Accounting Finds Its...

CPA Trendlines Podcasts ·

2025/08/26

CPAs can help guide four types of client transformation - and break through their own listlessness.The DisruptorsWith Liz FarrRon Baker has been pushing accountants to change how they think and how they operate their businesses for decades, starting more than 20 years ago by ditching the timesheet, and followed recently by adopting a subscription approach to services. Now that more than half of CAS firms have abandoned hourly billing, according to the latest CPA.com CAS benchmark survey,

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35:29

Fogelman, Maksymiw: Raise Rates, Lead with...

CPA Trendlines Podcasts ·

2025/08/25

Firms that prioritize outcomes over hours are better positioned to innovate, retain clients, and empower teams.By Rory Henry CFP®, BFA™For CPA TrendlinesOn the latest episode of The Holistic Guide to Wealth Management, Loren Fogelman, founder of Business Success Solutions, and Mike Maksymiw, CPA, Executive Director of Aprio Firm Alliance, share strategies for firm growth, profitability, and sustainability. Their discussion covers value-based pricing, client relationships, team culture,

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