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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

Go PRO: Get full sitewide access with today's best offer

CPA Trendlines Podcasts ·

2025/07/16

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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3:53

Art Werner: The Hidden Tax Hike for Accountants in...

CPA Trendlines Podcasts ·

2025/07/16

"Every bill hides a tax increase."Quick Tax TipWith Art WernerCPE TodayTrump’s new “Big Beautiful Bill” might look like a win for taxpayers...but not so fast. For accountants, lawyers, consultants, and other professional service providers, it could bring a stealthy tax hike.Click here for more Art WernerIn this episode of Quick Tax Tip, expert Art Werner unpacks how this proposed legislation may change the way accountants—and other professionals—get taxed. The bottom line? If you’re part of

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13:36

Stay Employable in the Age of AI | Accounting...

CPA Trendlines Podcasts ·

2025/07/16

Plus, get 20 key takeaways, including life after layoffs.Accounting InfluencersWith Rob BrownAs technology transforms the accounting profession, jobs are being redefined—or eliminated altogether. In this episode of Accounting Influencers, host Rob Brown unpacks the wave of layoffs sweeping through the Big Four and leading software providers and what it means for the future of accounting careers.MORE Accounting Influencers with Rob Brown Layoffs at PwC, EY, Deloitte, KPMG, and Intuit are a

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2:05

Yoss: Don't Let a Crash Wreck You| Quick Tech Talks

CPA Trendlines Podcasts ·

2025/07/15

Back up your data in 10 minutes or less. It could be the most important thing you do today. Quick Tech TalkWith Steve YossCPE TodayIn the latest episode of Quick Tech Talks, you’ll learn why backing up your data isn’t just for IT professionals or large companies—it’s something anyone can do in just 10 minutes, using tools you likely already have. MORE Steve Yoss here MORE TECH Whether you're managing financials, running a firm, or just storing family photos, protecting your digital files

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48:02

Martha Yasso: From Wall Street Warrior to Main Street...

CPA Trendlines Podcasts ·

2025/07/15

Your real ROI comes from relationships, not spreadsheets. The DisruptorsWith Liz FarrMartha Yasso didn’t just balance billion-dollar books — she watched businesses crumble under them. CPA TRENDLINES CELEBRATES: The 100th Episode of The Disruptors MORE Jackie Meyer and The Concierge CPA MORE STREAMING: Jackie Meyer: Tax Plans in 90 Seconds? Believe It | Erica Goode: Build a $200K Firm in 15hrs/Week | Randy Crabtree: Live at the Intersection of Passion & Skill |McClelland and Telka:

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47:55

Crosby, Johnston: A Human-First, Tech-Forward Future...

CPA Trendlines Podcasts ·

2025/07/14

Research shows that money activates more areas of the brain than sex, death, politics, or religion. By Rory Henry CFP®, BFA™For CPA TrendlinesA recent McKinsey study found that the demand for holistic financial advice increased 60% from 2018 to 2023. Meanwhile, another McKinsey study projected a shortage of 100,000 financial advisors by 2034. That gap is leaving a massive opportunity for CPAs to step up as holistic advisors. MORE Rory Henry and The Holistic Guide to Wealth

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1:19

Go PRO: Get full sitewide access with today's best offer

CPA Trendlines Podcasts ·

2025/07/14

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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34:17

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

CPA Trendlines Podcasts ·

2025/07/14

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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23:55

Deal or No Deal? The P.E. Dilemma for Firms |...

CPA Trendlines Podcasts ·

2025/07/12

Leaders must decide whether to follow the money—or protect their independence.Accounting InfluencersWith Rob BrownIn a striking shift that’s redefining the accounting profession, private equity is no longer circling—it’s landed. On a recent episode of the Accounting Influencers Podcast, host Rob Brown breaks down what might be the most transformative trend facing accounting firm leaders today: the rapid influx of private equity (PE) into the industry.MORE Accounting Influencers with Rob

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29:48

Kristen Lewis: Growth Strategy that Actually Works |...

CPA Trendlines Podcasts ·

2025/07/11

To turn disruption into opportunities, get marketers to the table "early and often."Capstone ConversationsBy Jean CaragherFor CPA TrendlinesKristen Lewis, Managing Director of Marketing for EisnerAmper and the 2025 Association for Accounting Marketing (AAM) Marketer of the Year, joins Jean Caragher on Capstone Conversations to share lessons from her marketing leadership, insights on post-pandemic strategy shifts, and her vision for the profession’s future. The conversation examines both the

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36:29

More Admins, Fewer Students, No Plan | ARC

CPA Trendlines Podcasts ·

2025/07/10

Hosts call out the fiscal dysfunction behind America’s school meltdown.Accounting ARCWith Byron Patrick, and Donny ShimamotoWhen CNBC published a video examining why U.S. public schools are facing severe budget shortfalls, it sparked a passionate accounting conversation. On the Accounting ARC podcast, co-hosts Donny Shimamoto, CPA.CITP, CGMA, and Byron Patrick, CPA.CITP, CGMA, offer a reaction episode that reframes the crisis through the lens of financial strategy—and accountability. MORE

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2:30

Art Werner: Use This Window Wisely | Quick Tax Tip

CPA Trendlines Podcasts ·

2025/07/09

...Before year-end chaos returns...Quick Tax TipWith Art WernerCPE TodayBusy season is behind us. Year-end reporting deadlines haven’t hit yet. That makes right now the sweet spot for strategic client outreach—and tax professionals shouldn’t waste a second of it.Click here for more Art WernerIn the latest episode of the Quick Tax Tip podcast, listeners get an urgent wake-up call: This is the moment to reconnect with clients, reevaluate their entity structures, and prepare them for the

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44:03

BPM CEO Jim Wallace: Cracking the Code on Inclusion |...

CPA Trendlines Podcasts ·

2025/07/09

“You can have inclusion without belonging, but it’s not going to stick. People need to feel they matter.”MOVE Like ThisWith Bonnie Buol RuszczykFor CPA TrendlinesIn this episode of MOVE Like This, host Bonnie Buol Ruszczyk talks with Jim Wallace, CEO of BPM, about how the firm has embedded diversity, equity, inclusion, and belonging (DEIB) into the core of its culture and strategy. With more than 40 years in public accounting, Jim shares candid insights into how BPM went beyond the “check

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2:05

Yoss: You Need a REAL Data Backup Plan - Right Now |...

CPA Trendlines Podcasts ·

2025/07/08

A brief disruption could cost you thousands. A complete failure could cost you everything.Quick Tech TalkWith Steve YossCPE TodayIn the digital era, your data is your most valuable asset. Whether you're serving clients, analyzing operations, or simply keeping your business afloat, uninterrupted access to accurate data is essential. But what happens when that access is suddenly taken away?MORE Steve Yoss here MORE TECH That’s the urgent question explored in the latest episode of Quick

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45:27

Jackie Meyer: Tax Planning in 90 Seconds? Believe It...

CPA Trendlines Podcasts ·

2025/07/08

Boundaries, balance, and tech-powered efficiency are key to more fulfilling work. The DisruptorsWith Liz FarrJackie Meyer envisions a future where every taxpayer “has some kind of democratized access to tax-saving ideas.” Those on the lower end of the income spectrum might be able to upload their 1040s for an instant readout of missed tax saving opportunities and connection to an advisor. CPA TRENDLINES CELEBRATES: The 100th Episode of The Disruptors MORE STREAMING: Erica Goode: Build a

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47:04

DiJoseph and Mazabel: Estate Planning Is the New...

CPA Trendlines Podcasts ·

2025/07/07

Connecting the dots between behavior, legacy, and tax strategy unlocks greater trust—and stronger returns—for clients.By Rory Henry CFP®, BFA™For CPA TrendlinesIn today’s evolving advice landscape, being an expert in investment portfolios or tax returns is just table stakes. To stand out in a crowded field, you must be able to think at least two steps ahead of your clients. It means helping clients navigate life transitions, avoid costly mistakes, and leave a legacy with intention. MORE

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30:04

Chris Papin: A Bold Blueprint for the Modern Firm |...

CPA Trendlines Podcasts ·

2025/07/07

This interdisciplinary approach offers a glimpse into the future of the accounting profession.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn this episode of The Concierge CPA, host Jackie Meyer introduces an extraordinary guest who truly embodies the term concierge advisor. Meet Chris Papin—CPA, attorney, insurance producer, and all-around problem-solver for small business clients navigating today’s increasingly complex financial landscape.Papin, founder of both Papin CPA and Papin

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25:31

Nick Huber: From Noise to Noteworthy | Accounting...

CPA Trendlines Podcasts ·

2025/07/05

Ditch bland blogs and craft content that actually converts.Accounting InfluencersWith Rob BrownIn this Accounting Influencers episode, Nick Huber—former Financial Times journalist and expert in content strategy—calls out the elephant in the accounting marketing room: most firm content is forgettable. But it doesn’t have to be. More Accounting Influencers with Rob Brown here Instead of cranking out generic updates and lifeless newsletters, Huber challenges firms to rethink their

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35:10

Kimberly Ellison-Taylor: Why Small Firms Hold the Key...

CPA Trendlines Podcasts ·

2025/07/04

They're not leaving the firm. They're leaving you. Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesWhat’s driving talent out of accounting firms? According to Kimberly Ellison-Taylor, CPA, CGMA, CITP, CISA, everything from outdated leadership to untold success stories is pushing promising professionals away. In this episode of Gear Up for Growth, powered by CPA Trendlines, host Jean Caragher sits down with the powerhouse behind KET Solutions to explore how the profession can—and

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38:42

The Hidden Reason You're Exhausted | ARC

CPA Trendlines Podcasts ·

2025/07/03

Discover the link between triggers, burnout, and the power of saying “not right now.”Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationLet’s be honest: the accounting profession isn’t exactly known for work-life balance. Long hours, tax season sprints, and "just one more thing" emails can leave even the most seasoned pros teetering on the edge of burnout.In this episode of ARC, hosts Liz Mason, CPA; Donny Shimamoto, CPA.CITP, CGMA; and Byron

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