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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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2:36

SMBs Are Overwhelmed by Tax Complexity — Here’s What...

CPA Trendlines Podcasts ·

2025/05/07

Small businesses face a storm of tax pressures, but trusted advisors can offer calm amid the chaos.Quick Tax TipWith Art WernerCPE TodayIn the latest episode of Quick Tax Tip, Art Werner delivers an insightful update for small and midsized business (SMB) owners — many of whom are feeling overwhelmed by a growing list of tax and regulatory pressures.Click here for more Art Werner“I think that a number of small businesses are a little scared,” Werner says, pointing to the combination of

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81:13

Beyond the Numbers: Be Your Client's Advocate | The...

CPA Trendlines Podcasts ·

2025/05/06

Provide clients with actionable information they can use to move their businesses forward. The DisruptorsWith Liz FarrBack in 2013, before CAS became part of the accounting vernacular, Penny Breslin and Damien Greathead taught a roomful of accountants how to do what Breslin called bookkeeping and back office support, or BOS. “We had 200 accountants sitting in the room wanting to know how to grow this part of their business,” Greathead recalls. Cloud-based accounting tools like Xero and

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59:47

Van Carlson: Why 831(b) Risk Management Strategies...

CPA Trendlines Podcasts ·

2025/05/05

What once was seen as a tax loophole is now becoming a mainstream strategy for business continuity—if done right.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesThe world of business risk has changed drastically since 1986, and so has the way innovative entrepreneurs protect themselves. In a recent episode of The Concierge CPA, host Dr. Jackie Meyer sits down with Van Carlson, founder and CEO of SRA 831(b) Admin, to demystify one of the most misunderstood tools in modern financial

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27:16

CPA Trendlines - Accounting Influencers Podcast wRob...

CPA Trendlines Podcasts ·

2025/05/03

“Diversity is about building bigger tables, not just filling seats.”Accounting Influencerswith Rob BrownAs past chair of AICPA and CIMA, Okorie Ramsey represented nearly 700,000 members worldwide. But in his view, leadership isn’t about wielding power—it’s about partnership, innovation, and service to the public. More Rob BrownIn a wide-ranging conversation on the Accounting Influencers podcast, Ramsey reflects on his tenure, the profession’s most significant challenges, and what excites

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50:50

Marketers to CEOs: The Expanding Role of Growth...

CPA Trendlines Podcasts ·

2025/05/02

Strategic thinking, curiosity, and innovation can turn traditional marketing roles into firm leadership opportunities.Gear Up for Growth With Jean CaragherFor CPA TrendlinesIn a special episode of Gear Up For Growth, host Jean Caragher hands the mic to guest facilitator Sarah Dobek, president of Inovautus Consulting, to lead an inspiring conversation about career opportunities in accounting marketing.Joining the panel are four powerhouse leaders whose diverse journeys showcase just how far

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23:00

How Blockchain Could Still Reshape Business and...

CPA Trendlines Podcasts ·

2025/05/01

Technologies like AI and Web3 could eventually unlock blockchain’s full potential. Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationIs blockchain dead? In a thought-provoking Accounting ARC, hosts Liz Mason, CPA, and Donny Shimamoto, CPA.CITP, CGMA; and Byron Patrick, CPA.CITP, CGMA; tackle the pressing question and brainstorm other blockchain applications. The short answer is no—but the landscape has changed. MORE Accounting ARC: What Gen

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33:28

Tricia Bencich: How Mental Load Silently Undermines...

CPA Trendlines Podcasts ·

2025/04/30

Mental load includes the invisible cognitive effort that goes into even the smallest tasks—and it’s constant.MOVE Like ThisWith Bonnie Buol RuszcykFor CPA TrendlinesIn the latest episode of MOVE Like This, Tricia Bencich, Inclusion and Social Responsibility Associate Director at Moss Adams, returns to the show to tackle a topic that resonated deeply with attendees of the 2024 MOVE Mini Summit: mental load. With more than 1,000 attendees at her session alone, it’s clear that the idea of

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3:56

Art Werner: Lead with Optimism - Even in this Economy...

CPA Trendlines Podcasts ·

2025/04/30

Despite uncertainties, accountants have an opportunity to lead clients with confidence, expertise, and a forward-looking strategy.Quick Tax TipWith Art WernerCPE TodayIn the latest episode of Quick Tax Tip, seasoned tax expert Art Werner brings a refreshing perspective: optimism.Click here for more Art WernerEven amid constant regulatory changes, economic fluctuations, and the looming possibility of new tax legislation, Werner argues that tax professionals have never been better positioned

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61:53

Dominic Piscopo: Use Salary Transparency for...

CPA Trendlines Podcasts ·

2025/04/29

"If you can’t afford fair salaries, it’s time to fix your machine—not squeeze your people."The DisruptorsWith Liz FarrLike many accountants, Dominic Piscopo, the founder of Big4Transparency.com, was frustrated by the lack of transparency in salary data. “I’d found it really, really frustrating trying to get good quality data on what to expect, looking ahead for my salary,” Piscopo explains. Before creating the platform, Piscopo discovered his firm offered the lowest starting salaries in his

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48:56

Heidi Henderson: High Impact Tax Strategies Revealed...

CPA Trendlines Podcasts ·

2025/04/28

Pivotal incentives, like cost segregation studies and energy credits, can revolutionize accounting firm service models.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn the latest episode of The Concierge CPA, host Dr. Jackie Meyer sits down with Heidi Henderson, executive vice president of Engineered Tax Services (ETS), to discuss elevating accounting practices through specialty tax incentives and advisory partnerships.More Jackie MeyerHenderson, a self-proclaimed “reformed

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53:29

The Year of the Advisor is Here | Accounting Influencers

CPA Trendlines Podcasts ·

2025/04/26

"Your top clients are your competitors' top prospects. Are you showing up as their trusted advisor?" Accounting Influencerswith Rob BrownHow well-equipped is the accounting profession to handle rapid technological advancements and a changing workforce? Are firms ready to embrace the future or stuck in outdated models? More Rob BrownRob Brown hosts an expert panel featuring Angie Grissom, co-owner of The Rainmaker Companies; Itamar Jobani, CEO of PayEM; Todd Robinson, director of practice

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41:29

Wade Clark: Stop Selling; Start Catalyzing | Gear Up...

CPA Trendlines Podcasts ·

2025/04/25

Uncover growth hidden in plain sight.Gear Up for Growth With Jean CaragherFor CPA TrendlinesIn the latest Gear Up for Growth, host Jean Caragher, president of Capstone Marketing, sits down with Wade Clark, associate director-sales programs at Moss Adams and author of "Simplifying Complex Sales." Their conversation delivers two critical messages for CPAs and firm leaders: the necessity of consistent account development and the strategic use of the Four Catalysts to uncover new

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32:40

What Gen Z Wants from Business | ARC

CPA Trendlines Podcasts ·

2025/04/24

The future is watching.Accounting ARCWith Arpan GrewalCenter for Accounting TransformationIn the latest Student Led Conversations episode of Accounting ARC, high school student Arpan Grewal hosts a dynamic dialogue with ESG Advisory senior manager Tiffany Huey from BPM, showing how accounting is becoming a surprising tool for tackling global challenges like climate change and social equity.MORE Accounting ARC: Firm Differentiation Depends Upon Client Service | Ron Baker: Surviving Tariff

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2:21

Art Werner: Shift Gears Post-Tax Season | Quick Tax Tip

CPA Trendlines Podcasts ·

2025/04/23

Start with proactive planning instead of reactive reporting.Quick Tax TipWith Art WernerCPE TodayAs tax season winds down and the dust settles, many CPAs are eager for a breather. But in the latest Quick Tax Tip with Art Werner podcast, the seasoned tax educator offers a powerful—and timely—reminder: now is not the time to coast. Instead, it's the perfect opportunity to pivot from tax historian to tax strategist.Click here for more Art WernerDrawing on decades of experience and his

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84:59

Debbie Kilsheimer: Stop Thinking Small | The Disruptors

CPA Trendlines Podcasts ·

2025/04/22

"Too often, we're stepping over dollars to pick up pennies."The DisruptorsWith Liz FarrBy age 25, Debbie Kilsheimer was already disrupting the traditional accounting mindset. At her first job, she questioned why clients were billed by the hour when speed and efficiency weren’t rewarded.“The smarter I get, the more efficient I become, the less you make,” she told her boss. “I don’t understand that. Plus, the clients don’t know what anything will cost—so they’re afraid to call.”MORE PODCASTS

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49:16

Chris Farrell: The Hidden Bottleneck in Accounting?...

CPA Trendlines Podcasts ·

2025/04/21

Optimizing the client experience is the real key to growth and profitability.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesOn a recent episode of The Concierge CPA, Liscio founder and CEO Chris Farrell joins host Jackie Meyer to challenge the conventional wisdom about workflow systems in accounting. His core message? Firms don’t just need better systems—they need a client-first approach to technology."Most of the problems firms are facing stem from one thing," said Farrell, a CPA and

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31:33

Why 70% of Transformation Projects Fail | Accounting...

CPA Trendlines Podcasts ·

2025/04/19

“A bad process is a bad process, whether a person or a piece of technology is doing it.”Accounting Influencerswith Rob BrownChange is inevitable, but learning to navigate transformation effectively is the key to long-term success for finance and accounting professionals. On the latest episode of the Accounting Influencers podcast, change expert Hannah Munro shares her insights on how firms and finance leaders can embrace change and drive it forward to enhance efficiency, adaptability, and

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33:28

Ashley Kostos: How Skills Testing Could Be the Secret...

CPA Trendlines Podcasts ·

2025/04/18

“Accounting isn’t a ‘fake it till you make it’ job."MOVE Like ThisWith Bonnie Buol RuszcykFor CPA TrendlinesIn a recent episode of Move Like This, Ashley Kostos, sales manager at Accountests, joined host Bonnie Buol Ruszczyk to explore how data-driven assessments are helping accounting firms hire smarter, retain top talent, and create clearer career paths. With ongoing staffing shortages and high turnover across the industry, testing may be the tool firms didn’t know they needed.More

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40:09

Firm Differentiation Depends Upon Client Service |...

CPA Trendlines Podcasts ·

2025/04/17

Raising the bar on client service doesn’t mean sacrificing all your time. Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationTechnology has changed how firms operate, but relationships—and setting clear expectations—remain central to client satisfaction. In a recent episode of Accounting ARC, co-hosts Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, tackled a pressing issue: how the accounting profession

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3:33

Art Werner: Are Your Clients Throwing Money Away? |...

CPA Trendlines Podcasts ·

2025/04/16

Without the right strategy, even the best intentions can go to waste. Quick Tax TipWith Art WernerCPE TodayCharitable giving can be a powerful tool for clients seeking tax advantages and for ensuring their donations are used wisely. Yet, many clients—and even some professionals—remain unaware of one of the most accessible vehicles for achieving these goals: donor-advised funds.Click here for more Art Werner“The average client has no idea that a donor-advised fund exists,” Werner says. “And

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