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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

41:03

AI's Already in Your Workflow...| It's Not Just the...

CPA Trendlines Podcasts ·

2025/12/19

The question is: Do you know what it’s doing?It's Not Just the NumbersWith Penny Breslin and Damien GreatheadFor CPA TrendlinesArtificial intelligence has arrived in accounting, but not in the way many expected. It’s not a single app or a single process. It’s everywhere, embedded in workflows, changing how firms scope engagements, price cleanup work, and train their people. MORE Penny Breslin and Damien Greathead MORE Advisory & Consulting BUY "It's Not Just the Numbers" In the

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47:09

Lou Grassi: "How the Hell Did This All Happen?" |...

CPA Trendlines Podcasts ·

2025/12/19

Here's what it takes to grow a CPA firm from zero to the Top 100—without losing your soul.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesWhen Lou Grassi started his firm at age 24, he couldn’t afford to pay himself. There was no client base, no safety net, and no guarantee it would work.More than four decades later, Grassi is the 56th largest accounting firm in the U.S., with $146.5 million in revenue, seven offices, 58 partners, and more than 560 employees. And yet, as Grassi tells

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47:43

Students Redefine "Career Readiness" | ARC - SLC

CPA Trendlines Podcasts ·

2025/12/18

...And it has less to do with technical skills than firms expect.Accounting ARC - Student-Led ConversationsWith Arpan Grewal and Harshita MultaniCenter for Accounting TransformationAs the accounting profession continues to grapple with talent shortages, shifting expectations, and generational change, one podcast is addressing those challenges from a rarely centered perspective: students themselves.In an end-of-year episode of Student-Led Conversations, hosts Arpan Grewal and Harshita

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45:12

Rob Brown: Your Employer Brand is Talking Even if You...

CPA Trendlines Podcasts ·

2025/12/17

Real employee stories, not polished slogans, are winning the war for talent.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA TrendlinesIn this episode of MOVE Like This, host Bonnie Ruszczyk sits down with Rob Brown, founder and host of the Accounting Voices podcast, to talk about what’s really driving change in the accounting profession. Speaking from the UK with deep experience across the U.S. and global markets, Brown shares what he’s seeing in firms of all sizes: pressure from talent

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81:36

Ashley Carroll: When One Person Can Break the Firm |...

CPA Trendlines Podcasts ·

2025/12/16

Firms built on heroics instead of systems eventually crack.The DisruptorsWith Liz FarrAshley Carroll thinks burnout is a design flaw, not a personal failing. “I’m a big believer that burnout is a business model flaw,” she says. In response, Carroll created Operations House to help founders reduce burnout and “step out of that role as the provider, the doer, the practitioner, and into an ownership level role.” MORE STREAMING: Rampe: Build a Roadmap Even When the Road's Not There | Chang:

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33:25

Phil Whitman: The New Era of CPA Firm Deals:...

CPA Trendlines Podcasts ·

2025/12/15

Firms that prioritize, listen, and align position themselves for better long-term outcomes. By Rory Henry CFP®, BFA™For CPA TrendlinesPhil Whitman, President and CEO of Whitman Advisory, works with hundreds of CPA firms and more than 230 strategic investors across private equity, family offices, wealth management aggregators, and publicly traded consolidators. He sees a profession undergoing unprecedented transformation, and Whitman has a front-row seat. In this episode of Holistic Guide to

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41:03

Beyond Bots & Bookkeeping: AI's Your Strategic...

CPA Trendlines Podcasts ·

2025/12/14

AI's already in the workflow. The question is: Do you know what it’s doing?It's Not Just the NumbersWith Penny Breslin and Damien GreatheadFor CPA TrendlinesArtificial intelligence has arrived in accounting, but not in the way many expected. It’s not a single app or a single process. It’s everywhere, embedded in workflows, changing how firms scope engagements, price cleanup work, and train their people. MORE Penny Breslin and Damien Greathead MORE Advisory & Consulting BUY "It's

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11:37

Being Good at the Job Is No Longer Enough |...

CPA Trendlines Podcasts ·

2025/12/13

Influence is becoming career insurance for professionals.Accounting VoicesWith Rob BrownThe accounting profession does not suffer from a lack of technical expertise. What it faces instead is a growing relevance gap.MORE Accounting Influencers with Rob Brown That tension sits at the center of Accounting Voices, the newly launched show formerly known as Accounting Influencers. Episode 1 opens a new season with a sharper focus and a clearer message: competence is assumed, but influence is

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Megan Leesley: Think Your Clients Won't Pay More?...

CPA Trendlines Podcasts ·

2025/12/12

Here's how to label, package, and price the value you already provideGear Up for GrowthWith Jean CaragherFor CPA Trendlines“With AI, we finally have the tools to free up time for advisory, and clients are asking for it,” says Megan Leesley, director of tax at Dark Horse CPAs, during her appearance on Gear Up for Growth, hosted by Jean Caragher of Capstone Marketing. “They want more than a tax return. They want strategic guidance, and they’re willing to pay for it.” More Jean Caragher here

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38:27

Downgraded: What the DOE Just Said About Accounting |...

CPA Trendlines Podcasts ·

2025/12/11

A new definition of “professional degree” limits loan access for accounting students and raises fresh alarms about equity, access, and pipeline. Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationWhen the U.S. Department of Education released its negotiated language for implementing the “One Big Beautiful Bill” Act’s graduate loan reforms, most accountants probably did not expect to see their field at the center of a political storm. But in

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42:03

Kimi Green: Why Clients Quit You | Big 4 Transparency

CPA Trendlines Podcasts ·

2025/12/10

The number one complaint isn’t pricing, it’s confusion..Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA TrendlinesFor many business owners, finding the right accountant feels like an impossible task. You’re trusting someone with your finances, your future, and sometimes even your peace of mind. But in an industry dominated by word-of-mouth and vague Google listings, Sam’s List has emerged as a game-changing alternative: a review-based directory for CPAs, bookkeepers, fractional CFOs, and

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65:12

Matt Rampe: Building a Roadmap when the Road Doesn't...

CPA Trendlines Podcasts ·

2025/12/09

Only disciplined planning, accountability, and open communication will cut through the industry’s rapidly thickening fog.The DisruptorsWith Liz FarrMatt Rampe sees the accounting industry as one “under a lot of pressure to change, and it’s changing very quickly.” The combination of a staffing crisis, retiring baby boomers, AI, private equity, and tax law is creating “the fog,” a period in which the path forward isn't just unclear; it's fundamentally unknowable. To address “the fog,” his new

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37:07

Acen Hansen: You’re Not Too Rich for a Backdoor Roth...

CPA Trendlines Podcasts ·

2025/12/08

Understand the legal tax hack the IRS actually wants you to use.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn a recent edition of the Concierge CPA podcast, host Dr. Jackie Meyer and guest Acen Hansen delivered a detailed, no-nonsense exploration of using the Backdoor Roth IRA and the Mega Backdoor Roth to harness tax-free growth — particularly for high-income earners and those focused on legacy planning.More Jackie Meyer Catch Jackie Meyer and other thought leaders on Dec. 10 at

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42:20

The "LBD" of Tech Stacks: Why Simplicity &...

CPA Trendlines Podcasts ·

2025/12/07

“If you don’t have accountability, you can never reach your ambition.” It's Not Just the NumbersWith Penny Breslin and Damien GreatheadFor CPA TrendlinesIf there’s one topic that never gets old in accounting, it’s technology. New apps promise smoother workflows, faster reconciliations, and smarter insights every year. Yet, despite all the innovation, many firms still struggle with the same problem: too many tools, too little strategy. MORE Penny Breslin and Damien Greathead MORE

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16:47

5 Ways Accounting Pros Turn Events into Real ROI |...

CPA Trendlines Podcasts ·

2025/12/06

Turn networking, sessions, and follow-up into measurable outcomes—not just time out of the office.Accounting InfluencersWith Rob BrownSeventy-six percent of professionals believe in-person conferences offer better networking opportunities than virtual events. But while accountants spend millions each year on registration fees, hotel rooms, and travel, only a fraction walk away with meaningful ROI. According to Rob Brown on Accounting Influencers, the problem isn’t the events—it’s the

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37:48

Ron Baker: Transformation Economy Will Redefine...

CPA Trendlines Podcasts ·

2025/12/05

Stop “playing small ball,” and reimagine client experiences.Gear Up for GrowthWith Jean CaragherFor CPA Trendlines“A business model describes how you earn revenue when services are given away for free,” said Ron Baker, co-founder of THRESHOLD: A Revelation for the Transformation Economy, during his appearance on Gear Up for Growth, hosted by Jean Caragher of Capstone Marketing. “That terrifies people, but it’s where the economy is going.” More Jean Caragher here | Get her best-selling

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47:37

ZeNai Savage: Using Your License as a Megaphone | ARC...

CPA Trendlines Podcasts ·

2025/12/04

A CPA credential amplifies your ability to question systems and push for fairness.Accounting ARC - Student-Led ConversationsWith Arpan GrewalCenter for Accounting TransformationAdvocacy often appears on television as protest marches, campaign rallies, or contentious debates. But in a recent Accounting ARC – Student-Led Conversations episode, host Arpan Grewal and guest ZeNai Savage, CPA, recast advocacy as something more grounded and accessible: a series of everyday decisions about when to

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4:23

1099 Chaos Averted? | Quick Tax Tip

CPA Trendlines Podcasts ·

2025/12/03

The OBBBA just reset the rules.Quick Tax TipWith Art WernerCPE TodayFor the last several years, tax professionals, small businesses, and even casual online sellers have been living through what Quick Tax Tip host Art Werner calls “a fun roller coaster ride”—if you think tax compliance roller coasters are fun.In this episode, Werner breaks down the whiplash-inducing changes to Form 1099-K and the brand-new thresholds for 1099 reporting, and explains how Congress, the IRS, and a long list of

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69:26

Kathryn Horton: Burnout Isn’t Inevitable in Audit |...

CPA Trendlines Podcasts ·

2025/12/02

Analytics, automation, and AI will reshape audit roles—and that should excite CPAs.The DisruptorsWith Liz FarrAudit is notorious for long hours, terrible work-life balance, reliance on endless checklists, and repeating the same mind-numbingly tedious procedures year after year. But some, like Kathryn Horton, are creating a different path for success as an auditor. At her solo firm, Kathryn K. Horton CPA, she provides outsourced audit and analytics consulting services to firms nationwide

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37:22

Dr. Sean Stein Smith: Blockchain, AI, and the Future...

CPA Trendlines Podcasts ·

2025/12/01

Firms that translate AI-driven data into clear insight will lead the next era of advisory. By Rory Henry CFP®, BFA™For CPA TrendlinesFew people have been able to bridge the gap between emerging technology and the accounting profession the way Dr. Sean Stein Smith does. A CPA, researcher, Forbes contributor, and professor at Lehman College, Stein Smith serves on the advisory board of the Wall Street Blockchain Alliance and has spent more than a decade helping practitioners make sense of

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