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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

1:19

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CPA Trendlines Podcasts ·

2025/08/11

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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43:01

Adjei: Stop Avoiding IRS Representation—and Start...

CPA Trendlines Podcasts ·

2025/08/11

From Big Four consulting to FEMA volunteerism, Adjei blends problem-solving, purpose, and proactive planning.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesWhen Hurricane Harvey submerged his first office, Houston-based CPA and tax advisor Brandon Adjei could have stepped back. Instead, he leaned in, volunteering for months at FEMA disaster relief centers, helping storm victims navigate IRS issues so they could access life-saving grants and loans. That work, originally meant to be

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23:51

Why P.E. Is Winning the Talent Wars | Accounting...

CPA Trendlines Podcasts ·

2025/08/09

PE-backed firms are luring top performers with faster promotions, equity stakes, and career paths that traditional firms rarely offer.Accounting InfluencersWith Rob BrownPrivate equity’s influence on the accounting profession is shaking up more than firm valuations — it is rewriting the rules for attracting and retaining talent. A staggering 70% of top performers at traditional firms say they would move to a PE-backed competitor right now if given the chance, according to new industry

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42:25

Stop Dropping the Ball After the Sale | It's Not Just...

CPA Trendlines Podcasts ·

2025/08/08

In CAS, winning the client is just the first step—success depends on what happens next.It's Not Just the NumbersWith Penny Breslin and Damien GreatheadFor CPA TrendlinesFor many accounting firm owners, winning a new client is a victory. But according to It’s Not Just the Numbers podcast hosts Penny Breslin and Damien Greathead, that’s only the beginning. The real success lies in what happens next: the onboarding process. MORE Penny Breslin and Damien Greathead MORE Advisory &

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36:04

From Zero to Auditor in 3 Days | Gear Up For Growth

CPA Trendlines Podcasts ·

2025/08/08

The immersive experience transforms recruiting from a guessing game into a hands-on, culture-rich audition.Gear Up for GrowthWith Jean CaragherFor CPA Trendlines In the latest episode of Gear Up for Growth, powered by CPA Trendlines, Jean Caragher, president of Capstone Marketing, spoke with co-creators of JLK Rosenberger LLP’s innovative student recruitment program, Audit 500, which combines real-world experience with relationship-building to deliver extraordinary results – and some

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34:17

Reza Hooda: Model a 7-Figure Firm in 10Hrs/Week | The...

CPA Trendlines Podcasts ·

2025/08/07

Building a firm should provide time, money, and freedom. The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn this conversation, Dr. Jackie Meyer, CPA and Reza Hooda, Coach & Mentor to Accountants with The Profitable Accountants Community, discuss the transformative journey of Hooda from a traditional accounting background to modernizing his practice through value pricing and effective client engagement strategies. More Jackie MeyerThey explore the importance of pricing psychology,

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42:59

AI Is Already in Your Systems—Here’s How to Govern It...

CPA Trendlines Podcasts ·

2025/08/07

Experts outline the flexible framework that works for a three‑person shop or a 30,000‑employee enterprise.Innovation InsightsWith Donny ShimamotoCenter for Accounting TransformationArtificial intelligence is advancing too quickly for organizations to adopt a “wait-and-see” approach, according to experts on the latest episode of Innovation Insights.Host Donny Shimamoto, CPA.CITP, CGMA, speaks with Jason Pikoos and David Wood, co-authors of the new Generative AI Governance Framework, about

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1:52

Werner: Why that eBay Sale May Be Reportable | Quick...

CPA Trendlines Podcasts ·

2025/08/06

New 1099-K reporting rules mean your eBay, Etsy, or other online sales could land on the IRS’s radar—even if you’re just cleaning out your garage.Quick Tax TipWith Art WernerCPE TodayIf you’ve been selling old collectibles, furniture, or other personal items on eBay, you might think of it as a quick way to make cash, not something that belongs on your tax return. But according to tax guru Art Werner, new reporting thresholds for 1099-K forms are changing that, and the IRS could already have

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53:55

Costin, Mason: Next Gen Won’t Compromise on...

CPA Trendlines Podcasts ·

2025/08/06

Prioritize belonging over optics.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA TrendlinesIn this episode of MOVE Like This, Bonnie Buol Ruszczyk speaks with Dr. Claire Costin, CPA (University of Portland), and Dr. Stephani Mason, CPA (DePaul University), two professors who are shaping the future of accounting education and research through their commitment to diversity, equity, and inclusion (DEI). Their insights reveal how today’s students are rethinking what it means to belong in the

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41:22

May: From Negative K-1s to National Platform | Big 4...

CPA Trendlines Podcasts ·

2025/08/06

“CAS gets stronger as tech gets better. The market’s expanding, not shrinking.” Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA TrendlinesIn this episode of Big 4 Transparency, Matthew May, former co-founder of Acuity and now CAS Leader at Sorren, pulls back the curtain on one of the most significant private equity-driven rollups in the accounting profession. Speaking with host Dominic Piscopo, May details how Acuity, alongside other firms, became part of a growing national platform backed

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2:11

Yoss: Stronger Cybersecurity Starts with Stronger...

CPA Trendlines Podcasts ·

2025/08/05

A proactive framework that includes these four steps can help keep your organization safe.Quick Tech TalkWith Steve YossCPE TodayWhether your organization operates out of a small-town office or a global headquarters, cybersecurity threats are a daily reality. Distributed denial-of-service (DDoS) attacks, malware, ransomware, and even simple human error can have devastating consequences. One misdirected email or compromised executive account can trigger financial penalties, regulatory

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67:11

Vilms: Proving the Power of People in a Tech‑Driven...

CPA Trendlines Podcasts ·

2025/08/05

Listening, translating, and meeting clients where they are is just as important as adopting the latest tech.The DisruptorsWith Liz FarrMichelle Vilms has a perspective that most small business accountants don’t have: she had a front-row seat to the explosive growth of Staples as it grew from 100 stores to a $15 billion corporation. Today, she brings her mastery of operational accounting to her own firm, Vilms Consulting, and the small business clients with whom she works. CPA TRENDLINES

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41:35

Johnson, Lohrfink: Why Estate Planning Is the CPA’s...

CPA Trendlines Podcasts ·

2025/08/04

Technology streamlines the process, but strong communication builds the needed relationships.By Rory Henry CFP®, BFA™For CPA TrendlinesResearch shows that 93% of people want estate planning services from their financial advisor but only 22% are actually getting that advice. As detailed in my new book Holistic Guide to Wealth Management for CPAs, estate planning offers practitioners the ability to provide a family office level of care to clients, whether they are business owners, retiring

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19:35

Change Is Hard. Obsolescence Is Worse. | Accounting...

CPA Trendlines Podcasts ·

2025/08/02

Turn disruption into opportunity and lead with confidence.Accounting InfluencersWith Rob BrownAs disruption reshapes the accounting profession, a harsh reality is emerging: the vast majority of firms are not keeping pace. In this episode of Accounting Influencers, host Rob Brown warns that more than 70% of accountants globally are unprepared for the seismic changes sweeping through the industry, from AI and automation to evolving client expectations and a volatile talent

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38:06

Forget Buzzwords. Build a CAS Practice That Works. |...

CPA Trendlines Podcasts ·

2025/08/01

The debut episode of It’s Not Just the Numbers reveals why half-built CAS divisions fail—and what to do instead.It's Not Just the NumbersWith Penny Breslin and Damien GreatheadIn the inaugural episode of It’s Not Just the Numbers, hosts Penny Breslin and Damien Greathead deliver a candid, experience-driven conversation aimed at accounting and bookkeeping firm owners seeking to move beyond compliance work and grow successful Client Accounting and Advisory Services (CAS) practices. MORE

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45:13

Weiner: From $300K to $1.3B: Building a National...

CPA Trendlines Podcasts ·

2025/08/01

The longtime leader of Marcum LLP, now Senior Advisor at CBIZ, says the future belongs to those who build, evolve—and admit their mistakes. Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn this episode of Gear Up for Growth, host Jean Caragher sits down with Jeffrey Weiner, former CEO and Chairman of Marcum LLP and current Senior Advisor at CBIZ. Weiner shares candid insights from his 40-year leadership journey, explaining how a Long Island accounting firm with seven employees and

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37:40

Speak. Fly. Repeat: The Jet-Set Life of Today’s...

CPA Trendlines Podcasts ·

2025/07/31

The path to influence in accounting starts with finding your voice—and sharing it on stage. Accounting ARCWith Liz Mason and Donny Shimamoto Center for Accounting TransformationForget the clichés of accountants buried in spreadsheets. Today’s most innovative CPAs are more likely to be found keynoting tech conferences, moderating panels on firm transformation, or networking at rooftop receptions in Toronto, Tokyo, or Denver.In this episode of Accounting ARC, hosts Donny Shimamoto, CPA.CITP,

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3:26

Werner: No Tax on Overtime from 2025-2028? | Quick...

CPA Trendlines Podcasts ·

2025/07/30

New tax proposal offers four years of relief for qualified workers, starting retroactively in 2025.Quick Tax TipWith Art WernerCPE TodayDuring his campaign rallies, Donald Trump made repeated promises to eliminate taxes on overtime pay, and that promise has now been incorporated into legislative language. According to tax expert Art Werner, the proposed tax break is indeed included in the new tax bill, and it’s one of the few provisions that start early and end early.Click here for more Art

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35:58

Longobardi: Governance, Growth, and the PE Playbook |...

CPA Trendlines Podcasts ·

2025/07/30

"I had to learn to be a political animal."Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA TrendlinesIn a candid conversation on the Big 4 Transparency show, former CohnReznick CEO Frank Longobardi offers a sweeping view of the accounting industry's transformation, advocating for private equity investment as a necessary catalyst for modernization. Speaking with host Dominic Piscopo, Longobardi explains how traditional partnership structures have often hindered strategic decision-making,

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2:15

Yoss: Fraud Costs Big—Here’s How Financial...

CPA Trendlines Podcasts ·

2025/07/29

Even small improvements to internal controls can reduce the average $700,000 loss from financial statement fraud.Quick Tech TalkWith Steve YossCPE TodayFraud isn’t just a nuisance—it’s a multimillion-dollar drain on businesses every year. According to the Association of Certified Fraud Examiners (ACFE), organizations lose an estimated 5% of their annual revenue to fraud. That amounts to a staggering $4.7 trillion globally, based on the 2022 Report to the Nations.MORE Steve Yoss here MORE

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