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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

47:48

Tailor Hartman: Upwork to “40 Under 40” in Just 3...

CPA Trendlines Podcasts ·

2025/09/16

Celerity's founder turned a side-hustle into a fast-growing success.The DisruptorsWith Liz FarrTailor 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 [Upwork] to find cleanup gigs, you know, quick cleanup gigs for like 30, 40 bucks an hour in QuickBooks

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18:54

Christine Simone: The Too-Often Overlooked Piece of...

CPA Trendlines Podcasts ·

2025/09/15

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 Holistic Guide to Wealth Management BUY the Holistic Guide to Wealth Management Christine

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11:20

The Big DEI Split-What Smart Accounting Firms Are...

CPA Trendlines Podcasts ·

2025/09/13

Accounting leaders face pressure to choose a path that could reshape talent pipelines and firm culture for years to come.Accounting InfluencersWith Rob BrownDeloitte’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 weigh politics against talent priorities.MORE Accounting Influencers with Rob Brown The move—ending

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39:23

Josh Tyree: Cracking the Code for Successful Merger...

CPA Trendlines Podcasts ·

2025/09/12

Trust, values, and local connections are fueling the national rise of one of accounting’s newest Top 50 firms.Gear Up for GrowthWith Jean CaragherFor 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 down with Tyree to discuss how the newly-formed Top 50 firm – created by the combination of 13 BDO

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49:07

Gen Z Takes the Mic: Networking & Transparency...

CPA Trendlines Podcasts ·

2025/09/11

Students push for networking, compensation clarity, and creativity as the path to success in a changing profession.Accounting ARC - Student-Led ConversationsWith Chayton FarleeCenter for Accounting TransformationWhen 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 wasn’t much different than what I made in two nights at the bar,” he recalls.MORE Accounting ARC:

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0:40

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

CPA Trendlines Podcasts ·

2025/09/10

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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3:24

Disguised Tax Hikes Are Back on the Table | Quick Tax...

CPA Trendlines Podcasts ·

2025/09/10

This stealthy tax rule could hit clients starting in 2026.Quick Tax TipWith Art WernerCPE TodayEvery 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 WernerIn the newest episode of Quick Tax Tip, he breaks down this often-overlooked provision, its history, and what it could mean for your clients.

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64:50

Questian Telka: Transform Fear into Fuel | The...

CPA Trendlines Podcasts ·

2025/09/09

Mindset shifts, gut instincts, and the right mentors matter most when starting your own firm.The DisruptorsWith Liz FarrMaking 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 it’s essential to keep your reason for starting your business – your why – firmly in focus. “If I

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0:40

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

CPA Trendlines Podcasts ·

2025/09/09

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 ·

2025/09/08

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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55:29

George Kinder: Here’s Why You Want to Put Vision...

CPA Trendlines Podcasts ·

2025/09/08

Trust outlasts spreadsheets.By Rory Henry CFP®, BFA™For CPA TrendlinesLike 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 the most obvious skill needed to be a successful advisor: listening. MORE Rory Henry and The

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15:34

Meet Your New Boss: Gen Z Is Already Reshaping...

CPA Trendlines Podcasts ·

2025/09/06

Zoomers expect clarity, equity, and purpose—and they’re not afraid to walk if firms don’t deliver. Accounting InfluencersWith Rob BrownBy 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 needs to survive its crossroads. MORE Accounting Influencers with Rob Brown On Accounting

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0:40

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

CPA Trendlines Podcasts ·

2025/09/06

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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37:53

Steven Ladd: Advisory Starts with Empathy, Not...

CPA Trendlines Podcasts ·

2025/09/05

By starting with conversations and clean books, accountants can deliver clarity, confidence, and real results.It's Not Just the NumbersWith Penny Breslin and Damien GreatheadFor 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. However, sometimes in our focus on data, we forget the human side —the fact that behind every

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0:40

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

CPA Trendlines Podcasts ·

2025/09/05

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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44:26

Jay Schwedelson: Stop Playing It Safe | Gear Up For...

CPA Trendlines Podcasts ·

2025/09/05

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 GrowthWith Jean CaragherFor 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 appearance on Gear Up for Growth, powered by CPA Trendlines, and hosted by Jean Caragher of Capstone

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0:40

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

CPA Trendlines Podcasts ·

2025/09/04

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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50:55

Bootleggers, Baptists, and CPAs: Rethinking Licensure...

CPA Trendlines Podcasts ·

2025/09/04

The accounting profession faces a reckoning as leaders debate whether CPA licensure protects the public—or stifles innovation and diversity.Accounting ARCWith Byron Patrick and Donny ShimamotoCenter for Accounting TransformationLicensure 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 Shimamoto, CPA.CITP, CGMA; and Byron Patrick, CPA.CITP, CGMA, sit down with noted author and

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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,

en-us

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,

en-us

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