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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

42:22

The Evolution of Accounting: Insights from Barry...

CPA Trendlines Podcasts ·

2025/01/03

"The accounting profession today is living its golden age, driven by its expanded capabilities."Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn a landmark episode of the Gear Up For Growth podcast, Barry Melancon, CPA, CGMA, the longest-serving CEO in AICPA history, joined host Jean Caragher to share his invaluable insights on the evolution of the accounting profession. After 30 years at the helm of the AICPA, Melancon stepped down at the end of 2024, leaving a profound legacy of

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2:24

Art Werner: Busy Season Predictions for 25-26 | Quick...

CPA Trendlines Podcasts ·

2025/01/02

Learn why the upcoming busy seasons could be among the most demanding in recent memory.Quick Tax TipWith Art WernerCPE TodayAccording to seasoned tax educator Art Werner, the next busy season may be the last of what he calls a "lull period." Preparers are currently working under existing laws, dealing with the tax returns for the 2024 calendar year. However, significant changes are expected on the horizon.Click here for more Art Werner“The fact is, busy season in 2025—and especially

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39:01

Accounting in Transition: Reflections on 2024 and the...

CPA Trendlines Podcasts ·

2024/12/29

Accounting ARC wraps 2024 with insights and bold 2025 predictions. Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimamoto.Center for Accounting TransformationSince its launch in May, the Accounting ARC podcast, hosted Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, has quickly gained traction as a thought leader in accounting. As the year concludes, the trio reflects on their journey and the pressing issues reshaping the industry. MORE

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20:28

Katie Lyles: Marketing Triumphs Amid Chaos | Capstone...

CPA Trendlines Podcasts ·

2024/12/23

Risk-taking and transparency emerge as key drivers for success in accounting marketing.Capstone ConversationsBy Jean CaragherFor CPA TrendlinesWhen Katie Lyles joined Dallas-based accounting firm Lane Gorman Trubitt at the end of 2019, she anticipated a role focused on coordinating live events. Little did she know, her career trajectory would be shaped by a global pandemic, propelling her into a spotlight she hadn’t foreseen. In 2021, Lyles was named the Association for Accounting Marketing

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30:25

Michael King: The Rise of Fractional CFOs Provides...

CPA Trendlines Podcasts ·

2024/12/20

In a world of AI, outsourcing, and shifting client expectations, accountants can remain indispensable.Accounting Influencerswith Rob BrownMichael King’s journey to becoming a fractional CFO and mentor to accounting professionals is as unconventional as it is inspiring.A former nuclear submarine engineer, King transitioned into the world of business management, eventually running a $90 million facility. His lack of understanding of financial principles at the time ignited his passion for

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2:19

Steve Yoss: Automating Data Entry Reconciliations...

CPA Trendlines Podcasts ·

2024/12/19

Save time and reduce errors with automated transaction mapping. Quick Tech TalkWith Steve YossCPE TodayArtificial intelligence is a game-changing technology. Its ability to take on tedious processes allows accountants to focus on higher-value work. A prime example is bank feeds in applications like QuickBooks, Xero, and other accounting platforms.MORE STEVE YOSSMORE TECHBank feeds already streamline workflows by pulling transaction data directly into accounting systems, but AI takes it

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36:37

Ron Baker: Transformative Visions for the Accounting...

CPA Trendlines Podcasts ·

2024/12/18

"I’d rather have questions I can’t answer than answers I can’t question." Accounting ARCWith Donny Shimamoto.Center for Accounting TransformationRon Baker discusses his revolutionary journey in accounting, his challenge to the status quo, and how accountants can lead transformation. MORE Accounting ARC: Angie Grissom: Next Gen Inspo for Accountants | Does Accounting Belong in STEM? | Rose Wang: Where Numbers Meet Strategy and Creativity | TikTok Fraud Exposes Gaps in Financial Literacy |

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38:23

Jackie Meyer: Earn More with Fewer Clients | The...

CPA Trendlines Podcasts ·

2024/12/17

Create a win-win with "The ROI Method of Value Pricing."The DisruptorsWith Liz FarrIn 2016, Jackie Meyers needed a change. Long hours, health issues, and missing out on her kids’ activities forced her to make a radical change. She leaned into tax advisory and tried a new value pricing methodology, which “tripled to quadrupled revenue for our clientele,” even after selling 60 percent of her clients. FULL show notes here | MORE PODCASTS and VIDEOS: Jack Flaherty: Don't Be a 'Yes' Person |

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21:59

Lauren Clemmer: Confidence, Collaboration, and the...

CPA Trendlines Podcasts ·

2024/12/16

Firms that embrace marketing as a strategic priority unlock opportunities for growth and differentiation.Capstone ConversationsBy Jean CaragherFor CPA TrendlinesThe world of accounting marketing is one of transformation, resilience, and adaptability. Few individuals embody these qualities as profoundly as Lauren Clemmer, the former Executive Director of the Association for Accounting Marketing (AAM) and one of its most recent Hall of Fame inductees. In a recent Capstone Conversation,

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31:09

Susan Bryant: Set Boundaries and Elevate Client...

CPA Trendlines Podcasts ·

2024/12/14

Accountants who stay silent risk disappointing--and probably losing--clients.Accounting Influencerswith Rob BrownAccountants, take charge of your client relationships—that was the call to action from Susan Bryant, CPA, on a recent episode of Accounting Influencers. The episode, hosted by Rob Brown, highlights Bryant’s mission to empower accountants to refine their client base, set professional boundaries, and elevate client interactions to meet today’s high expectations.Full Show Notes Here

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27:30

Tim Allen: My Secret to Niche Success | Gear Up for...

CPA Trendlines Podcasts ·

2024/12/13

Discover how specialization can drive unparalleled success. Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesWith over 30 years of experience in winery finance and a thriving boutique firm dedicated exclusively to the wine industry, Tim Allen, CPA, shares the journey that led him to carve out this unique niche.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

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20:49

Angie Grissom: Inspiration for the Next Generation of...

CPA Trendlines Podcasts ·

2024/12/11

“Leadership and culture define the future of accounting firms.” Accounting ARCWith Donny Shimamoto.Center for Accounting TransformationWhen Angie Grissom first stepped into a Nashville-based consulting firm, she likely didn’t foresee owning and transforming it. Yet, over two decades later, she leads The Rainmaker Companies, a firm dedicated to empowering accounting professionals through leadership development, business growth strategies, and culture-building initiatives. MORE Accounting

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62:00

Jack Flaherty: Don't Be a 'Yes' Person | The Disruptors

CPA Trendlines Podcasts ·

2024/12/10

The next generation is purpose-driven, and the firms that lean into this will retain scarce talent. The DisruptorsWith Liz FarrJack Flaherty believes that one of the most important business skills is on the wane: the art of decision-making. “We're all becoming ‘Yes’ people. We don't want to have an objective discussion, bringing out different ideas,” Flaherty says. The unfortunate result is that “it's causing us to make decisions that don't allow us to achieve our goals.” FULL show notes

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36:37

Sarah Dobek: How Curiosity and Problem-Solving Propel...

CPA Trendlines Podcasts ·

2024/12/09

The Hall of Famer explains why understanding buyer behavior is the toughest—and most rewarding—part of the job.Capstone ConversationsBy Jean CaragherFor CPA TrendlinesA trailblazer in the field, Sarah Dobek was recently inducted into the Association for Accounting Marketing (AAM) Hall of Fame, cementing her status as a Bruce W. Marcus Lifetime Fellowship Member. With over two decades of experience in accounting and professional services marketing, Sarah shares her insights, challenges, and

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3:22

Art Werner: How to Turn Tax Prep into Tax Advisory |...

CPA Trendlines Podcasts ·

2024/12/08

Quick Tax TipWith Art WernerCPE TodayEvery CPA, EA, and tax professional should attend at least one federal tax update program annually. It’s like stretching or warming up before intense exercise.Show notes here | More Art WernerA tax update serves two main purposes and demonstrates your value: prep for tax and expand client value.

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20:52

Ed Kless: Accounting Must Innovate Beyond Technology...

CPA Trendlines Podcasts ·

2024/12/07

In an era when traditional models fail, accountants should rethink relevance, client experience, and the power of language.Accounting Influencerswith Rob BrownAccounting visionary Ed Kless challenges the profession to move beyond the traditional billable hour and embrace a proactive, subscription-based model. In this episode of Accounting Influencers, Kless, known for his strong stance on abolishing hourly billing, offers actionable insights into how accountants can redefine their services

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40:27

August Aquila: Getting Profits from Marketing | Gear...

CPA Trendlines Podcasts ·

2024/12/06

"Every client interaction is a marketing opportunity."Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesMarketing has evolved from a client acquisition tool to a vital part of a firm's overall strategy. “When we first started marketing firms, it was all about bringing in the client and not worrying about anything else,” says August Aquila of Aquila Global Advisors and author of the new CPA Trendlines practice manual, "MAX: Maximize Productivity, Profitability and Client Retention"Full

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2:52

Art Werner: Navigating Business Structure Decisions...

CPA Trendlines Podcasts ·

2024/12/05

Quick Tax TipWith Art WernerCPE TodayWe are anticipating changes to tax laws that could significantly impact clients, either positively or negatively, depending on the structure of their businesses.Full show notes here | More Art WernerOne major consideration is the type of business entity the client operates. The options include sole proprietorships, partnerships, and corporations. Within corporations, there are further distinctions: C corporations or those that have made an S election.

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36:53

CPA Trendlines - The Center for Accounting...

CPA Trendlines Podcasts ·

2024/12/04

Accounting experts debate STEM designation and its implications for the accounting field. Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimamoto.Center for Accounting TransformationAs accounting evolves into a technology-driven profession, a question looms: Does accounting qualify as a STEM (Science, Technology, Engineering, and Math) field? On the latest episode of Accounting ARC, thought leaders hosts Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP,

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31:35

Tom Wheelwright: If It's Not Fun, Rethink Client...

CPA Trendlines Podcasts ·

2024/11/30

"Good accountants focus on tasks, but great ones focus on outcomes." Accounting Influencerswith Rob BrownWealthAbility founder and veteran CPA Tom Wheelwright dives into the essential strategies for client-centric service and relationship-building in accounting. Hosted by Rob Brown, this episode explores how accountants can elevate their client relationships, optimize billing practices, and bring joy back into their work.Full Show Notes Here | More Accounting Influencers with Rob Brown

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687 results

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