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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

53:30

Sarah Elliott: Embrace the 'Dimension of Possible' |...

CPA Trendlines Podcasts ·

2025/10/27

The profession's newest partners may be the most vulnerable.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA TrendlinesMOVE Like This host Bonnie Buol Ruszczyk sits down with Sarah Elliott, CPA, co-founder of Intend2Lead, to unpack what conscious leadership looks like in accounting—and why the profession’s newest partners may be the most vulnerable leaders in the firm.Elliott, a former audit partner who left public accounting in 2014 to become an executive coach, argues that real change

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10:59

Toxic Partners Kill Your Firm’s Future | Accounting...

CPA Trendlines Podcasts ·

2025/10/25

Gen Z won't fix your firm culture problem - they'll leave it.Accounting InfluencersWith Rob BrownWhen the youngest professionals in accounting start saying “no,” leaders should start listening.In this episode of Accounting Influencers, the conversation turns to the one thing that could make or break your firm’s future: how you treat your people, specifically, how you treat Gen Z.They’re qualified. They’re confident. And they’ve watched what the generations before them endured—burnout, long

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0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/25

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by

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0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/24

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by

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37:20

Jeff Call and John Geraci: Future-Proofing Without...

CPA Trendlines Podcasts ·

2025/10/24

Reserves, credit lines, and leadership pipelines fuel expansionGear Up for GrowthWith Jean CaragherFor CPA Trendlines“Fiercely independent isn’t a strategy, it’s a stance,” says John Geraci, managing partner of LGA CPAs & Advisors. “To truly remain independent, firms must be strategic about how they differentiate themselves, understand the threats posed by private equity, and have the conviction to invest in their people and future leaders.” More Jean Caragher here | Get her

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0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/23

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by

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32:44

Returns Don't Disappear; They Compound - What Amazon...

CPA Trendlines Podcasts ·

2025/10/23

Returns ripple through revenue recognition, inventory, and environmental reporting.Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationAccounting ARC hosts Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, use a YouTube investigation into Amazon’s return ecosystem as a springboard to examine the financial realities behind frictionless refunds. They agree that returns are a strategic cost center that must be

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0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/22

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by

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2:32

Permanent Relief for Pass-Throughs? | Quick Tax Tip

CPA Trendlines Podcasts ·

2025/10/22

The 199A deduction just got a second life — and a boost.Quick Tax TipWith Art WernerCPE TodayWhen Section 199A was introduced under the 2017 Tax Cuts and Jobs Act, it was hailed as revolutionary. For the first time, owners of pass-through entities — partnerships, S corporations, and sole proprietorships — received a significant tax break meant to level the playing field after the corporate rate dropped dramatically.Click here for more Art Werner“The idea was simple but powerful,” says tax

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0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/21

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by

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57:35

Steve Shein: The Alternative Small Firms Have Been...

CPA Trendlines Podcasts ·

2025/10/21

Private equity isn’t the only way to scale.The DisruptorsWith Liz FarrSteve Shein thought small accounting firms need a different option than private equity or the traditional M&A route. So he founded Franklin Alliance, which operates differently from either of those models. Unlike traditional private equity models that typically focus on cost reduction and mandate immediate process changes, Franklin Alliance operates as an investment partner with a fundamentally different structure

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22:21

Keith Friedman: Use Insurance as a Wealth...

CPA Trendlines Podcasts ·

2025/10/20

Just make sure you and your clients understand costs, premiums, risks, and potential surrender charges. By Rory Henry CFP®, BFA™For CPA TrendlinesLife insurance has long been misunderstood. Too often, advisors and clients alike dismiss it as costly, confusing, or underperforming. But as Keith Friedman, CEO and founder of FBO Strategies, explains on our recent podcast, permanent life insurance deserves a second look. When designed and communicated correctly, life insurance can be a flexible,

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0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/20

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by

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0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/18

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by

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15:46

Don’t Let AI Sound Smarter Than You | Accounting...

CPA Trendlines Podcasts ·

2025/10/18

Keep your own voice in charge.Accounting InfluencersWith Rob BrownIn the race to stay relevant in accounting, artificial intelligence has emerged as both a powerful accelerator and a quiet threat. In this episode of the Accounting Influencers podcast, the conversation dives deep into how accountants can harness AI to amplify their visibility and credibility—without losing their authenticity.AI tools like ChatGPT, Copilot, and Jasper have made it easier than ever for professionals to create

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0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/17

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by

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40:24

Matt Rampe: Make Strategy Stick | Gear Up For Growth

CPA Trendlines Podcasts ·

2025/10/17

Five steps turn vision into execution.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesOn the latest episode of “Gear Up for Growth,” host Jean Caragher interviews Matt Rampe, partner at Rosenberg Associates and author of the forthcoming book, "CPA Firm Strategic Planning: Your Roadmap for Long-Term Success," about how accounting firms can move beyond ad-hoc retreats to a disciplined, accountable planning process that sticks.Rampe, who advises firms on strategy, succession, partner

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0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/16

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by

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32:08

From Capitol Gridlock to Client Backlog | ARC

CPA Trendlines Podcasts ·

2025/10/16

A shutdown halts processing, piles up invoices, and leaves contractors and nonprofits fronting the float. Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationWhen the federal government shuts down, headlines focus on politics. But behind every furlough and frozen budget lies a deeper story—one told through accounting cycles, payroll ledgers, and cash flow reports. In the latest episode of Accounting ARC, hosts Liz Mason, CPA; Byron Patrick,

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0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/15

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by

en-us

618 results

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