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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

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,

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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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551 results

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