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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

48:33

Dave Kersting: Collaborate with Co-Firming | The...

CPA Trendlines Podcasts ·

2025/04/15

Expand capabilities, boost client satisfaction, and build thriving businesses—without sacrificing independence.The DisruptorsWith Liz FarrDave Kersting, founder and CEO of Capovario, is disrupting the status quo firm structure by introducing co-firming. While he and Tanya Schulte, owner of The Profit Constructors, started on the co-firming path in a contractor-subcontractor relationship, they quickly realized they wanted more. “...we want to win together, and we want to lose together,”

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47:08

David Spence: Create a Tax-Free Retirement in...

CPA Trendlines Podcasts ·

2025/04/14

Explore the rising threat of national debt, future tax hikes, and how Americans can prepare.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesThe U.S. is hurtling toward an economic reckoning, and most Americans are dangerously unprepared. That’s the warning delivered in the latest episode of The Concierge CPA podcast, where host Jackie Meyer sits down with financial planning expert David Spence, CPA, CFP, CLU, PFS, to unpack how today’s economic decisions could impact tomorrow’s

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25:10

Hannah Munro: Leading Change in Our New VUCA...

CPA Trendlines Podcasts ·

2025/04/12

“If you think change is hard, try not changing and see what happens.”Accounting Influencerswith Rob BrownIn part one of this Accounting Influencers podcast, special guest Hannah Munro, managing director of transformation consultancy with ITAS and host of the CFO 4.0 podcast, joins the conversation to unpack the realities of change and transformation in today’s volatile world.More Accounting Influencers with Rob Brown here Munro makes one thing clear: change is no longer a future event to

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56:03

Secrets to Staying Relevant Revealed | Gear Up For...

CPA Trendlines Podcasts ·

2025/04/11

Hall of Fame leaders share the lessons, mistakes, and trends shaping the future of firm growth.Gear Up For GrowthWith Jean CaragherFor CPA TrendlinesIn a special episode of Gear Up for Growth, four Hall of Fame members from the Association for Accounting Marketing (AAM) reunite to reflect on how accounting marketing evolves—and to deliver advice for today’s growth leaders.Host Jean Caragher, president of Capstone Marketing, is joined by Brian Falony, retired accounting marketing executive;

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49:38

Surviving Tariff Turbulence | ARC

CPA Trendlines Podcasts ·

2025/04/10

Shaky markets. Panicky clients. Accountants, it’s your time to shine. Accounting ARCWith Liz MasonCenter for Accounting TransformationPresident Donald Trump’s tariff announcement has sent shockwaves through the business community—and accountants are on the frontlines of the fallout. In the latest Accounting ARC podcast, Liz Mason, CPA, and Ron Baker, CPA (inactive), analyze the implications of Trump’s decision to impose a 10% blanket tariff on all imports, alongside a dramatic 54% tariff

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3:18

Art Werner: How Donor-Advised Funds Empower Strategic...

CPA Trendlines Podcasts ·

2025/04/09

Unlock the full value of charitable contributions with one of the tax code's most underused tools.Quick Tax TipWith Art WernerCPE TodayWhat if you could give more, support your favorite causes for years to come, and still walk away with a sizable tax deduction—all in one smart move?Click here for more Art WernerThat’s the opportunity donor-advised funds (DAFs) present, and the latest Quick Tax Tip brings clarity to a concept many donors and advisors overlook.“A donor-advised fund, by

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64:54

Liz Scott: Why Bookkeepers May Beat CPAs in the Race...

CPA Trendlines Podcasts ·

2025/04/08

The real value of accounting isn’t in the numbers but in the conversations we’re not having.The DisruptorsWith Liz FarrLiz Scott, like many other Disruptors, prefers keeping her firm small. “I did try and grow my firm to this million-dollar firm. And I found myself in a spot where I was managing 10 team members, and that's all that I had time for,” she recalls. “So I wasn't able to do the thing that I actually really love, which is the tech development. I love that piece.”MORE PODCASTS and

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53:27

Divakar Vijayasarathy: Breaking Barriers and Scaling...

CPA Trendlines Podcasts ·

2025/04/07

"Every problem looks big from a distance, and every opportunity looks small."The Concierge CPAWith Jackie MeyerFor CPA TrendlinesFor many, the road to success is paved with incremental progress. For Divakar Vijayasarathy, it was forged through sheer resilience, entrepreneurial grit, and an unyielding vision. In the latest episode of The Concierge CPA podcast, host Jackie Meyer sits down with the founder and CEO of DVS Advisory Group to discuss his inspiring journey from the slums of Chennai

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33:55

John Fenton: Unlock Your Leadership Mastery |...

CPA Trendlines Podcasts ·

2025/04/06

“Vulnerability takes courage, but it is the foundation of authentic leadership.”Accounting Influencerswith Rob BrownIn this episode of the Accounting Influencers Podcast, Rob Brown hosts John Fenton, former managing partner at BDO USA, leadership consultant, and “CEO Sensei.” Drawing from his experiences in accounting, athletics, and martial arts, Fenton unpacks the essence of effective leadership. He highlights the importance of self-awareness, mindset, and resilience, offering practical

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38:38

Kimberly Ellison-Taylor: The Future of Inclusion in...

CPA Trendlines Podcasts ·

2025/04/04

"True inclusion isn’t about lowering standards; it’s about removing barriers so talent can rise."MOVE Like ThisWith Bonnie Buol RuszcykFor CPA TrendlinesIn an era where diversity, equity, and inclusion (DEI) have become increasingly politicized, the accounting profession faces a defining moment. With a growing talent shortage and increasing client demands, firms cannot afford to lose qualified professionals. Yet, some are scaling back DEI efforts, failing to recognize that inclusion is not

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22:55

Crypto, Cash, or Chaos? The Fallout of an IRS-Free...

CPA Trendlines Podcasts ·

2025/04/03

If visions of the new administration come to fruition, the IRS could also be on the chopping block. Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationIn a recent episode of Accounting ARC, hosts Donny Shimamoto, CPA.CITP, CGMA; Liz Mason, CPA; and Byron Patrick, CPA.CITP and CGMA explore the provocative question, "What if the IRS was shut down?" This discussion aligns with current political movements considering the downsizing or

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3:42

Art Werner: Why Tax Loss Harvesting Deserves a Fresh...

CPA Trendlines Podcasts ·

2025/04/02

Unpacks the basics—and the big misses—of capital gains planning.Quick Tax TipWith Art WernerCPE TodayMany accounting professionals may recall the concept of tax loss harvesting from their very first income tax course. But this seemingly elementary strategy can have powerful implications—and far too many practitioners and clients are overlooking it.Click here for more Art Werner“Each year, clients walk into offices with their 1099s in hand, showing large capital gains,” Werner explains. “At

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63:07

Ashley Francis: AI's a Partner, Not a Replacement:...

CPA Trendlines Podcasts ·

2025/04/01

Don't be a vending machine for tax compliance.The DisruptorsWith Liz FarrAshley Francis wants accountants to value their time and expertise. “I want accountants to stop thinking of themselves as just vending machines for tax knowledge and vending machines for tax compliance,” she says. “I'm not the default. You put a quarter in me, and I'm going to spit out an answer.” MORE PODCASTS and VIDEOS: Richard Roppa-Roberts: Collaboration Over Competition | Ira Rosenbloom: M&A Numbers Are Easy

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1:50

Steve Yoss, Quick Tech Talk: Master Financial...

CPA Trendlines Podcasts ·

2025/03/31

Predict future cash flows effortlessly with Microsoft Excel’s Forecast ETS function.Quick Tech TalkWith Steve YossCPE TodayDive into one of Excel’s most powerful yet underutilized tools: the Forecast ETS function. Whether you're an accountant, financial analyst, or business owner, this function can transform the way you approach budgeting and forecasting—making predictions faster, smarter, and more accurate.MORE STEVE YOSS MORE TECH With just a few clicks, Forecast ETS allows you to

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30:14

Adopt a Continuous Improvement Mindset to Stay...

CPA Trendlines Podcasts ·

2025/03/29

"Embrace change and keep filling your tool belt with the best technology out there."Accounting Influencerswith Rob BrownJim Bourke, a recognized leader in accounting technology and a partner at Withum, shares his insights on the rapid transformation of the accounting profession in a recent episode of the Accounting Influencers podcast. With decades of experience advising firms on technology adoption, Bourke discusses how artificial intelligence (AI), cloud computing, and regulatory changes

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47:34

How Top Rainmakers Win Clients | Gear Up For Growth

CPA Trendlines Podcasts ·

2025/03/28

Doing great work is no longer enough to ensure client retention.Sponsored by "TurboCharge Your Profits: How to Thrive in the New Economy," by Frank Stitely, CPA, CVA – See Today’s Special OfferWith Jean CaragherFor CPA TrendlinesIn a rapidly shifting business landscape, professional services firms face increasing pressure to develop new business while maintaining client loyalty. In a recent Gear Up for Growth episode hosted by Jean Caragher of Capstone Marketing, guest Matt Dixon shares

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47:39

Why Accountants Must Master Tough Conversations |...

CPA Trendlines Podcasts ·

2025/03/27

“Politics affects tax laws, compliance, and financial decisions. We can’t afford to ignore it." Transformation TalksWith Donny ShimamotoCenter for Accounting TransformationPolitics and business have always been intertwined, but today’s climate of deep division presents new challenges for accounting professionals. Whether discussing tax policy, compliance, or broader economic issues, accountants often find themselves in conversations that can quickly become contentious. MORE TRANSFORMATION

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31:19

Tax Turmoil and Opportunity: Breaking Down the Q1...

CPA Trendlines Podcasts ·

2025/03/26

What do tax pros need to know about the uncertainty in Washington?Quick Tax TipWith Art WernerCPE TodayWith tax season in full swing, CPAs and tax professionals are juggling client returns and a rapidly shifting tax landscape. In the latest Quick Tax Tip, Art Werner joins Rick Telberg of CPA Trendlines to dissect the state of tax policy, IRS challenges, and how accountants can turn uncertainty into opportunity.Click here for more Art WernerFrom looming IRS layoffs to the evolving role of

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78:25

Richard Roppa-Roberts: Collaboration Over Competition...

CPA Trendlines Podcasts ·

2025/03/25

Find your community; find your people.The DisruptorsWith Liz FarrRichard Roppa-Roberts created Roundtable Labs by accident.He had just started his consulting firm, Quasar Cowboy, “and I had one spot available for a new client, and I had nine prospects, and I didn't know what to do,” Roppa-Roberts explains. “I was new at this whole thing, and I'm like, Well, I'm gonna put them all in a room together and see what shakes out. And what shook out was the first cohort of Roundtable Labs.”MORE

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1:45

Steve Yoss: Unlock the Power of Data Visualization |...

CPA Trendlines Podcasts ·

2025/03/24

Make smarter decisions with the right data tools in Excel, Power BI, and TableauQuick Tech TalkWith Steve YossCPE TodayData visualization isn’t just about making numbers look good—it’s about telling a story. Whether you’re working in Microsoft Excel, Power BI, or Tableau, the chart you choose can completely change the way you interpret and communicate your data. But are you using the right one? MORE STEVE YOSS MORE TECH This episode of Quick Tech Talks breaks down the power of different

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