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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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16:47

5 Ways Accounting Pros Turn Events into Real ROI |...

CPA Trendlines Podcasts ·

2025/12/06

Turn networking, sessions, and follow-up into measurable outcomes—not just time out of the office.Accounting InfluencersWith Rob BrownSeventy-six percent of professionals believe in-person conferences offer better networking opportunities than virtual events. But while accountants spend millions each year on registration fees, hotel rooms, and travel, only a fraction walk away with meaningful ROI. According to Rob Brown on Accounting Influencers, the problem isn’t the events—it’s the

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37:48

Ron Baker: Transformation Economy Will Redefine...

CPA Trendlines Podcasts ·

2025/12/05

Stop “playing small ball,” and reimagine client experiences.Gear Up for GrowthWith Jean CaragherFor CPA Trendlines“A business model describes how you earn revenue when services are given away for free,” said Ron Baker, co-founder of THRESHOLD: A Revelation for the Transformation Economy, during his appearance on Gear Up for Growth, hosted by Jean Caragher of Capstone Marketing. “That terrifies people, but it’s where the economy is going.” More Jean Caragher here | Get her best-selling

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47:37

ZeNai Savage: Using Your License as a Megaphone | ARC...

CPA Trendlines Podcasts ·

2025/12/04

A CPA credential amplifies your ability to question systems and push for fairness.Accounting ARC - Student-Led ConversationsWith Arpan GrewalCenter for Accounting TransformationAdvocacy often appears on television as protest marches, campaign rallies, or contentious debates. But in a recent Accounting ARC – Student-Led Conversations episode, host Arpan Grewal and guest ZeNai Savage, CPA, recast advocacy as something more grounded and accessible: a series of everyday decisions about when to

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4:23

1099 Chaos Averted? | Quick Tax Tip

CPA Trendlines Podcasts ·

2025/12/03

The OBBBA just reset the rules.Quick Tax TipWith Art WernerCPE TodayFor the last several years, tax professionals, small businesses, and even casual online sellers have been living through what Quick Tax Tip host Art Werner calls “a fun roller coaster ride”—if you think tax compliance roller coasters are fun.In this episode, Werner breaks down the whiplash-inducing changes to Form 1099-K and the brand-new thresholds for 1099 reporting, and explains how Congress, the IRS, and a long list of

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69:26

Kathryn Horton: Burnout Isn’t Inevitable in Audit |...

CPA Trendlines Podcasts ·

2025/12/02

Analytics, automation, and AI will reshape audit roles—and that should excite CPAs.The DisruptorsWith Liz FarrAudit is notorious for long hours, terrible work-life balance, reliance on endless checklists, and repeating the same mind-numbingly tedious procedures year after year. But some, like Kathryn Horton, are creating a different path for success as an auditor. At her solo firm, Kathryn K. Horton CPA, she provides outsourced audit and analytics consulting services to firms nationwide

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37:22

Dr. Sean Stein Smith: Blockchain, AI, and the Future...

CPA Trendlines Podcasts ·

2025/12/01

Firms that translate AI-driven data into clear insight will lead the next era of advisory. By Rory Henry CFP®, BFA™For CPA TrendlinesFew people have been able to bridge the gap between emerging technology and the accounting profession the way Dr. Sean Stein Smith does. A CPA, researcher, Forbes contributor, and professor at Lehman College, Stein Smith serves on the advisory board of the Wall Street Blockchain Alliance and has spent more than a decade helping practitioners make sense of

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42:25

The CAS Bottleneck No One Talks About | It's Not Just...

CPA Trendlines Podcasts ·

2025/11/30

Poor onboarding frustrates clients, burns out staff, and kills profitability.It's Not Just the NumbersWith Penny Breslin and Damien GreatheadFor CPA TrendlinesWinning the client is exciting—but in Client Accounting Services (CAS), that’s just the opening act. The real work, and the real success, depends on what happens immediately after a prospect says “yes.”MORE Penny Breslin and Damien Greathead MORE Advisory & Consulting BUY "It's Not Just the Numbers" In this episode of It’s

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23:30

PE Pushes Partners Toward Digital Extinction |...

CPA Trendlines Podcasts ·

2025/11/29

Two-thirds of current firm leaders risk being obsolete within three years.Accounting InfluencersWith Rob BrownA stark warning is shaking the accounting profession: 65% of current firm partners will be considered “digitally obsolete” within three years. The unsettling part? Private equity (PE) investors are not planning to retrain them—they are preparing to replace them. MORE Accounting Influencers with Rob Brown On the latest episode of the Accounting Influencers Podcast, host Rob Brown

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34:05

Meihaus: The Courage to Say "Enough" at the Top |...

CPA Trendlines Podcasts ·

2025/11/28

Partners who cap their own comp can solve staffing, retention, and motivation in one bold move.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesWhen public accounting firms talk about “leadership challenges,” the conversation often turns into a soft focus on communication styles or vague culture issues.Michael Meihaus goes straight for the hard truths.On Gear Up for Growth, hosted by Capstone Marketing president Jean Caragher, Meihaus—owner of Meihaus CPA in Escondido, California—lays

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Mike Maksymiw: Kick the "Should" Out of Your Career|...

CPA Trendlines Podcasts ·

2025/11/26

“Being efficient got me more work, not more money. So I left.” Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA Trendlines When Mike Maksymiw first joined the Big 4 Transparency podcast, listeners were struck by his candor, clarity, and willingness to challenge the profession’s long-standing norms. Now, as host Dominic Piscopo welcomes him back as the show’s first repeat guest, Maksymiw brings even more insight—this time shaped by Aprio’s rapid growth, his own unconventional career path,

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56:39

Brolin: Blueprint for Empathetic Leadership | The...

CPA Trendlines Podcasts ·

2025/11/24

Embracing empathy helped build a healthier, more profitable firm with a smaller, stronger team. The DisruptorsWith Liz FarrAfter decades in public accounting, years emceeing national conferences, and a long stretch coaching college softball, Dawn Brolin has learned something most leadership books bury in footnotes: empathy drives performance.“Empathy is, to me, the number one characteristic that a leader should follow,” she told host Liz Farr in her return to The Disruptors. Her latest

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25:44

Stacie Kwaiser: The Real Reason People Stay—or Leave...

CPA Trendlines Podcasts ·

2025/11/24

Culture isn’t an initiative—it’s a strategy that drives retention and results.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA TrendlinesIn this episode of MOVE Like This, host Bonnie Buol Ruszczyk talks with Stacie Kwaiser, CPA and CEO of Rehmann, about the firm’s nearly three-decade journey toward building a culture where people stay, grow, and lead.MORE MOVE Kwaiser began her career in public accounting at Coopers & Lybrand before joining Rehmann, a firm that now employs more than

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42:20

Why Policies, Processes, and Procedures Make or Break...

CPA Trendlines Podcasts ·

2025/11/23

Get more value from the technology you already own. It's Not Just the NumbersWith Penny Breslin and Damien GreatheadFor CPA TrendlinesWhen accountants and bookkeepers talk about building a scalable, profitable firm, the conversation often jumps straight to technology. Which workflow app is best? Should we move payroll into a dedicated platform? Is our practice management system due for an upgrade? But as Penny Breslin and Damien Greathead emphasize in the latest episode of It’s Not Just the

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16:07

The Smart Accountant’s Guide to Choosing the Right...

CPA Trendlines Podcasts ·

2025/11/22

Podcasts now serve every level of the profession, and intentional listening helps professionals grow faster.Accounting InfluencersWith Rob BrownThe accounting podcast world is no longer a niche corner of the internet. It is a sprawling ecosystem of news briefings, exam prep guides, leadership conversations, and tech trend breakdowns. For today’s professionals—from students to senior partners—the shows they follow influence how they think, how they show up, and how they lead.In this episode

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37:35

Eric Majchrzak: Marketer-Turned-CEO Redesigns the...

CPA Trendlines Podcasts ·

2025/11/21

Collaboration, transparency, and independence drive BeachFleischman’s growth.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesWhen most people picture a CPA firm CEO, they don’t envision a former marketing director in the big chair.That’s exactly what makes Eric Majchrzak worth listening to.Majchrzak, CEO and Principal of BeachFleischman—Arizona’s largest locally owned CPA firm and a Top 200 firm in the U.S.—has been named multiple times to Accounting Today’s “Top 100 Most Influential

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33:48

Katelyn Hopson: Stop Turnover Before It Starts |...

CPA Trendlines Podcasts ·

2025/11/20

Use hope to shift stress, strengthen culture, and keep talent. Know-How KornerWith Donny ShimamotoCenter for Accounting TransformationKnow How Korner, hosted by Donny Shimamoto, aims to translate peer-reviewed findings into practical actions for firms. In a recent episode, Shimamoto interviews Dr. Katelynn Hopson, assistant professor of accounting at Arkansas Tech University, whose dissertation quantifies a deceptively soft concept—hope—and links it to how public accountants experience

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2:26

Section 179 Supercharged | Quick Tax Tip

CPA Trendlines Podcasts ·

2025/11/19

The deduction's previous cap of $10K jumps to $2.5M.Quick Tax TipWith Art WernerCPE TodayIf you thought Section 179 was already generous, buckle up. Tax guru Art Werner is back with a Quick Tax Tip that dives into one of the most business-friendly changes proposed in the “Big, Beautiful Bill” — a massive, permanent expansion of the Section 179 expensing limit to $2.5 million.Click here for more Art WernerThat’s right. The deduction, which once topped out at a modest $10,000 (yes, really),

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61:54

Jin Chang: Killing SALY, One Agent at a Time | The...

CPA Trendlines Podcasts ·

2025/11/18

Fieldguide’s AI rewrites the rules that have held audit back for decades.The DisruptorsWith Liz FarrLike many auditors, Jin Chang didn’t enjoy the manual work. “Why did I get a four-year degree to do this matching exercise between evidence and samples being tested?” he recalls thinking. “Why aren’t machines doing this better and faster?” So he founded Fieldguide, “the platform I wished I had, and the AI agents that we're building are the AI team members I wish I had to collaborate with.”

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40:04

Dan Haylett: Redefining Success in Retirement |...

CPA Trendlines Podcasts ·

2025/11/17

The most dangerous day of retirement is a psychological challenge more than a financial one. By Rory Henry CFP®, BFA™For CPA TrendlinesWhen most people think about retirement planning, they picture spreadsheets and savings targets. But as Dan Haylett, author of The Retirement You Didn’t See Coming and host of the Humans vs. Retirement podcast, explains, the real challenge of retirement is not mathematical—it’s psychological. MORE Rory Henry and The Holistic Guide to Wealth

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47:31

Build Stronger CAS Teams and Smarter Client...

CPA Trendlines Podcasts ·

2025/11/16

Success depends on making deliberate choices.It's Not Just the NumbersWith Penny Breslin and Damien GreatheadFor CPA TrendlinesClient Advisory Services (CAS) remain the strongest revenue driver for accounting firms. Yet, building a thriving CAS practice goes far beyond adding bookkeeping or management reporting to your services. Success depends on how you select clients, manage teams, communicate value, and adapt to the realities of technology and outsourcing. MORE Penny Breslin and Damien

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