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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

33:06

Kristen Rampe: Accountability and Simplicity in...

CPA Trendlines Podcasts ·

2025/01/31

“Compensation is one tool, not the tool, to change behaviors and outcomes."Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesKristen Rampe, managing partner of Rosenberg Associates, spotlights two key drivers for CPA firm success: accountability and simplicity in partner compensation systems. Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's competitive landscape. More Gear Up for Growth every Friday here | More Capstone Conversations with Jean

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49:26

Demystifying Accounting Governance | ARC

CPA Trendlines Podcasts ·

2025/01/30

From State Societies to the AICPA, the hosts shed light on the collaborative ecosystem guiding CPAs. Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimamoto.Center for Accounting TransformationThe accounting profession operates within a complex framework of governance, where state and national organizations play critical roles in shaping standards, supporting professionals, and maintaining public trust. In a recent episode of Accounting ARC, Donny Shimamoto, CPA.CITP, CGMA; Byron

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2:31

Art Werner: Beneficial Ownership and Control | Quick...

CPA Trendlines Podcasts ·

2025/01/29

Learn how a 1% owner can wield more power than a 99% shareholder under specific agreements.Quick Tax TipWith Art WernerCPE TodayIn today’s complex regulatory environment, the term "beneficial ownership" might sound straightforward, but it encompasses far more than simply owning shares in a company. A beneficial owner holds a controlling interest in a business entity. This control might be linked to shared ownership, but it can also extend to individuals who influence decisions in other

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63:41

Roger Knecht: Can You Be an Accountrepreneur? | The...

CPA Trendlines Podcasts ·

2025/01/28

You don’t need all the answers, but you do need to ask the right questions.The DisruptorsWith Liz FarrAbout ten years ago, Roger Knecht, President of Universal Accounting, noticed that while accountants wanted to move into the advisory space, few had any idea how to make that transition. So he talked to business owners about what they’d like to see and developed a curriculum to help accountants develop those skills. “It's game-changing,” Knecht says, “because once you have the confidence as

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24:08

Katie Tolin: Listen to What the Market's Telling Us |...

CPA Trendlines Podcasts ·

2025/01/27

Understanding the story behind the data is critical to success.Capstone ConversationsBy Jean CaragherFor CPA TrendlinesKatie Tolin, a veteran marketing strategist and the driving force behind CPA Growth Guides, recently sat down for a Capstone Conversation to share her expertise on navigating the complexities of marketing in the accounting industry. Tolin, a decorated member of the Association for Accounting Marketing (AAM) and its Volunteer of the Year for 2023, offeres a candid

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37:18

Jennifer Harrity: ESG Unlocks Accounting...

CPA Trendlines Podcasts ·

2025/01/24

Uncover how regulations, investor demands, and market expectations are driving organizations to embrace sustainable practices.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn a world where sustainability is increasingly critical, Environmental, Social, and Governance (ESG) has emerged as a vital component of the accounting profession—described as the "fourth leg" of the accounting stool, alongside tax, audit, and consulting. ESG integrates sustainability metrics with financial data,

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25:09

Top 10 Red Flags to Watch for in Accounting Offices |...

CPA Trendlines Podcasts ·

2025/01/23

Outdated technology, unrealistic billable hours, and "unlimited PTO" among key issues discussed. Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimamoto.Center for Accounting TransformationThe accounting profession is undergoing significant change, and workplace culture is at the forefront of that transformation. In a recent episode of Accounting ARC, industry leaders Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP, CGMA; and Liz Mason, CPA, explore the red flags

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3:55

Art Werner: Corporate Transparency Act and FinCEN...

CPA Trendlines Podcasts ·

2025/01/22

Helping clients with these filings isn’t just a responsibility—it’s a chance to enhance your practice and grow your billable hours.Quick Tax TipWith Art WernerCPE TodayToday, tax professionals are navigating an increasingly complex landscape, where compliance extends beyond the familiar Internal Revenue Service (IRS), including FinCEN and the Financial Crimes Enforcement Network. A division of the U.S. Treasury Department, FinCEN gained prominence after 9/11 to combat organized crime, money

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57:41

Beth Whitworth: Focus on Outcomes Not Hours | The...

CPA Trendlines Podcasts ·

2025/01/21

Stop wearing your hours worked as a badge of honor.The DisruptorsWith Liz FarrA few months ago, Beth Whitworth emailed her remaining legacy 1040 clients, informing them that they would have to move over to the subscription-based model she’s been implementing over the last few years. “I will say it's scary,” she says. “And when I pushed the button and then sent the email, I was like, 'Oh, what'd I do?” But she quickly realized that she was doing the right thing. “This is where we need to

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2:49

Steve Yoss: Boost Security with MFA | Quick Tech Talks

CPA Trendlines Podcasts ·

2025/01/20

Your data has probably already been exposed.Quick Tech TalkWith Steve YossCPE TodayData breaches have become an unfortunate reality in the digital age, and with them, the risk to personal and financial information continues to grow. However, there is a simple yet powerful way to protect your accounts: multi-factor authentication (MFA).MORE STEVE YOSSMORE TECHExclusively for PRO Members. Log in here or upgrade to PRO today.MFA, sometimes referred to as one-time passwords, has become a

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34:10

Jason Blumer: Serving Your Team Is the Ultimate...

CPA Trendlines Podcasts ·

2025/01/17

Discover why intentionality and clarity are key traits for successful leaders.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesLeadership in accounting firms requires a shift from technical expertise to guiding and empowering teams. Jason Blumer, founder and CEO of Blumer CPAs, discusses the journey of embracing leadership roles, overcoming self-doubt, and fostering a service-oriented mindset on Gear Up for Growth, Gear Up for Growth spotlights the best strategies for smart and

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31:46

Private Equity as a Catalyst for Growth | ARC

CPA Trendlines Podcasts ·

2025/01/16

CEO says private equity isn’t about cost-cutting—it’s about investing in technology and talent.Accounting ARCWith Donny Shimamoto.Center for Accounting TransformationThe accounting profession is evolving, and if private equity is any indicator, firms like Prosperity Partners are leading the charge. In the latest Accounting ARC episode, host Donny Shimamoto, CPA.CITP, CGMA, speaks with CEO and Prosperity Partners co-founder Jeremy Dubow, CPA, about the firm’s innovative approach, private

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3:36

Art Werner: Due Diligence and the IRS Enforcement |...

CPA Trendlines Podcasts ·

2025/01/15

The IRS is increasing scrutiny, and your due diligence must meet the challenge.Quick Tax TipWith Art WernerCPE TodayAs the IRS increases its enforcement efforts fueled by new funding and additional agents, understanding and practicing due diligence is more critical than ever for tax professionals. Due diligence requirements, established to ensure compliance with tax law, place a significant responsibility on tax practitioners to verify their clients’ eligibility for certain tax

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61:19

Mike Sylvester: Learn to Say No | The Disruptors

CPA Trendlines Podcasts ·

2025/01/14

Be blunt. Give your clients the advice they should hear, not what they want to hear. The DisruptorsWith Liz FarrThe talent crunch in accounting isn’t an issue for Mike Sylvester. Last year, 40 accountants applied to work at his firm, SBS CPA Group. He’s had serious inquiries from people at top 50 firms eager to work with him. Further, he just hired someone from a top 10 firm who says the benefits are better and who will make $10,000 more while working 300 fewer hours. MORE PODCASTS and

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30:58

Jason Staats: It's Time for a Re-Think | Accounting...

CPA Trendlines Podcasts ·

2025/01/11

Balancing tech, trust, and innovation.Accounting Influencerswith Rob BrownJason Staats shares insights on balancing innovation, mental health, and technology in today’s profession. Staats, known for combining accounting expertise with entrepreneurial thinking, has become a prominent voice in the field.More Accounting Influencers with Rob Brown hereStaats’ mission is to help accountants and firm owners create enjoyable and sustainable ways to manage their practices. Through platforms like

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35:10

Kimberly Ellison-Taylor: Why Talent Is the Key to...

CPA Trendlines Podcasts ·

2025/01/10

“We have to tell a better story, but we also have to have a better story to tell.”Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesA powerhouse in the accounting profession, Kimberly Ellison-Taylor, CPA, CGMA, CITP, CISA, the CEO of KET Solutions, shares her deep insights on talent recruitment and retention, inclusive leadership, and the evolving role of CPAs in a rapidly changing world.Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's

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2:02

Steve Yoss: AI's Power in Assurance Services | Quick...

CPA Trendlines Podcasts ·

2025/01/09

Efficiency meets innovation when you turbocharge audits with AI. Quick Tech TalkWith Steve YossCPE TodayAccountants can leverage AI tools—not just the industry-specific platforms like MindBridge and Inflow Systems, but also generative AI tools such as ChatGPT and Claude—to enhance their auditing processes.MORE STEVE YOSSMORE TECHExclusively for PRO Members. Log in here or upgrade to PRO today.Amazing, dedicated AI tools exist for accountants, but did you know you can use general generative

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45:01

Breaking the Burnout Cycle in Accounting | ARC

CPA Trendlines Podcasts ·

2025/01/08

"A firm’s culture during busy season reveals its true colors." Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimamoto.Center for Accounting TransformationAs the busiest time of year looms for accountants, industry leaders Byron Patrick, CPA.CITP, CGMA; Donny Shimamoto, CPA.CITP, CGMA; and Liz Mason, CPA, share practical advice for maintaining resilience during tax season. Their conversation explores actionable strategies to counteract stress and promote mental health. MORE

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48:50

Salim Omar: Identify Your Client's $100,000 Problem |...

CPA Trendlines Podcasts ·

2025/01/07

If you try to help everyone, you don’t help anyone.The DisruptorsWith Liz FarrSalim Omar, CPA, opened his firm in 1996 after working as a CFO in a small investment boutique firm because he wanted to be his own boss. But the experience was terrible: “I found myself working long hours. I was not enjoying the work I was doing. Having the team was a revolving door.”“There’s got to be a better way,” Omar said then. “If this is what entrepreneurship is, I'm not sure if I want it anymore.”MORE

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72:03

From Strategy to Leadership: How Marketing Is...

CPA Trendlines Podcasts ·

2025/01/06

"This is the golden age of opportunity for accounting marketers. Let’s seize it.”Capstone ConversationsBy Jean CaragherFor CPA TrendlinesAccounting marketing has come a long way since the landmark Bates v. State Bar of Arizona case, which 45 years ago allowed professional services firms to market their services. Today, as firms navigate digital transformation, client experience, and talent challenges, marketing plays an increasingly pivotal role. Capstone Conversations brought together a

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687 results

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