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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

31:59

Gary Shamis: Strategy Is Easy. Execution Is Key |...

CPA Trendlines Podcasts ·

2024/11/29

Moving beyond a "partner-driven" model is essential to scale operations and continue growth.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesWhile many skills contribute to effective leadership, Gary Shamis, president & CEO of Winding River Consulting, says executing strategic plans is the most critical. Full episode notes and video here | More Gary Shamis on The Private Equity Hazards for Young Partners, Accounting Influencers with Rob Brown here | Gear Up for Growth spotlights

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27:53

Rose Wang: Where Numbers Meet Strategy and Creativity...

CPA Trendlines Podcasts ·

2024/11/27

Accounting ARCWith Donny Shimamoto.Center for Accounting TransformationAs the accounting profession expands beyond its traditional boundaries, Rose Wang represents a new wave of CPAs who bring strategic thinking and entrepreneurial savvy to the table. With roles as a principal consultant at both IntrapriseTechKnowlogies LLC and Apaira Group LLC, Wang has carved a career path that spans accounting, business strategy, and now, authorship. SHOW notes here | MORE Accounting ARC: TikTok Fraud

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54:24

Greg Adams: From Finance to Storytelling | The...

CPA Trendlines Podcasts ·

2024/11/26

Accountants need to write their own stories.The DisruptorsWith Liz FarrGreg Adams believes that accountants' work opportunities have long been underappreciated and misunderstood. When accountants at parties are asked what they do, Adams explained that they always have to give the “but answer,” as in, "I’m an accountant, but I have a really cool job." SHOW NOTES here | MORE PODCASTS and VIDEOS: Jody Padar: Make Radical Changes Now If You Want to Be Relevant in 2030 | Rebecca Driscoll:

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16:47

Glen Carmichael: Leadership Sets the Tone for...

CPA Trendlines Podcasts ·

2024/11/25

Capstone ConversationsBy Jean CaragherFor CPA TrendlinesGlen Carmichael, digital marketing coordinator at YHB CPAs and Consultant, is pushing the firm's newsletter to more than 55,000 recipients, growing educational webinars to 23, and garnering 64,000 blog readers annually.And she's just getting started,Show notes here | Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Catch Jean Caragher's other show, Gear Up for

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30:14

Gary Shamis: When It Comes to PE, Young Partners...

CPA Trendlines Podcasts ·

2024/11/23

Private equity in accounting could boost firm value, but at what personal cost?Accounting Influencerswith Rob BrownIn a deep dive into private equity’s involvement in accounting, Gary Shamis, CEO of Winding River Consulting, describes how investment firms see value in the sector's steady cash flows and resilient recession history. “It’s not that accounting is recession-proof,” Shamis states, “but its inherent stability during economic downturns is highly appealing to investors.” He adds

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39:47

Unlocking the Secrets to Smart Growth with Alan...

CPA Trendlines Podcasts ·

2024/11/22

"Speed and being nimble are critical to being able to try new things and iterate quickly."Gear Up For GrowthWith Jean CaragherFor CPA TrendlinesAlan Whitman, CEO of ADW Advisory, formerly led Baker Tilly U.S. through a meteoric rise from $475 million to $1.5 billion in revenue. In this episode of Gear Up For Growth, he shares his wealth of experience and insights.Gear Up for Growth spotlights the best strategies for smart and effficient growth in today's competitive landscape. More Gear Up

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31:27

TikTok Fraud Exposes Gaps in Financial Literacy |...

CPA Trendlines Podcasts ·

2024/11/20

Social media users jumped on a Chase ATM “free money” scheme—but the consequences were severe. Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimamoto.Center for Accounting TransformationIn the age of social media, financial misinformation can spread as rapidly as it’s created, and the Chase Bank ATM scam exemplifies this.MORE Accounting ARC: How Accounting Pros Own the Stage in Public Speaking | Greg Kyte: Being a CPA Is Like Being the Marie Kondo of Numbers | Rachel Bashore: A

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58:01

Jody Padar: Make Radical Changes Now If You Want to...

CPA Trendlines Podcasts ·

2024/11/19

Your pricing isn’t aligned with the future, and neither is your business model. Plus: 18 more takeaways.The Disruptors With Liz Farr Jody Padar, The Radical CPA, has been pushing for big changes in accounting for years. Her latest book, Radical Pricing, is a blueprint for firm owners who want to fully transform their businesses to serve clients better, make employees happier, and be more profitable. Padar maintains that combining pricing with standardization and productization drives firm

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34:17

Stacy Dreher: Scaling Marketing Excellence for CPA...

CPA Trendlines Podcasts ·

2024/11/18

"Marketing CPA firms in a sea of sameness is challenging, but when you niche down, the possibilities are limitless."By Jean CaragherFor CPA TrendlinesIn the latest episode of Capstone Conversations, Stacy Dreher, the Director of Practice Growth at James Moore & Company and the Association for Accounting Marketing’s (AAM) 2024 Marketer of the Year, dives into the world of accounting marketing and offers applicable advice for CPA firms of all sizes. Follow Jean Caragher on CPA Trendlines

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31:35

Bailey Parnell: Why Accountants Must Master Soft...

CPA Trendlines Podcasts ·

2024/11/16

Having a growth mindset, seeking feedback, and auditing one's skills are essential to continuous learning and development.Accounting Influencerswith Rob BrownBailey Parnell, owner of Skills Camp, emphasizes the importance of soft skills in the workplace, particularly in high-pressure professions like accounting. She stresses that grit is just one element of resilience and that soft skills are often the skills that characterize our relationships with ourselves and others. Parnell also

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36:13

John Higgins: How ChatGPT Can Help CPAs Be Advisors |...

CPA Trendlines Podcasts ·

2024/11/15

"Clients want value, and now, with these tools, you can give them more value."Gear Up for GrowthWith Jean CaragherFor CPA Trendlines“AI and ChatGPT-type tools can become your advisory services assistant,” says John Higgins, founder and CEO of Higgins Advisory. “It can help CPAs communicate better as an advisor and help identify the things CPAs should focus on for the type of client they're advising.” Gear Up for Growth spotlights the best strategies for smart and effficient growth in

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2:51

Art Werner: Preparing for the Tax Cuts and Jobs Act...

CPA Trendlines Podcasts ·

2024/11/14

Quick Tax Tip With Art Werner CPE Today As the end of 2024 draws closer, tax advisors and taxpayers should prepare for major changes that could significantly impact tax bills. Art Werner highlights an upcoming challenge: the scheduled expiration of the Tax Cuts and Jobs Act (TCJA), which was signed into law in 2017 and brought significant tax breaks and lower tax rates.Show notes here | More Art Werner here Like many tax laws, the TCJA was designed to "self-destruct," meaning its

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51:32

How Accounting Pros Own the Stage in Public Speaking...

CPA Trendlines Podcasts ·

2024/11/13

From free speeches to paid engagements, thought leaders discuss breaking into the speaking circuit and what they’ve learned along the way.Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimamoto.Center for Accounting TransformationIn this episode of Accounting ARC, Donny Shimamoto, Liz Mason, and Byron Patrick dive into the world of paid speaking engagements. They share their experiences, the evolution from free to paid gigs, and how speaking has become a key part of their careers

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36:36

Greg Kyte: Being a CPA is Like Being the Marie Kondo...

CPA Trendlines Podcasts ·

2024/11/12

Find your unique voice in the profession, and don’t be afraid to innovate. Accounting ARCWith Donny Shimamoto.Center for Accounting TransformationGreg Kyte defies every stereotype of the typical accountant. Kyte, a licensed CPA and in-house accountant for a company managing medical office buildings, is also a stand-up comedian. In a recent interview on Accounting ARC, hosted by Donny Shimamoto, CPA, CITP, CGMA, Kyte discussed his unconventional journey and how he uses humor to engage

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56:27

Rebecca Driscoll: Amplify Reach by Helping Other Firm...

CPA Trendlines Podcasts ·

2024/11/12

The future of accounting will be strategy, communication, analysis, and proactive support. The DisruptorsWith Liz FarrRebecca Driscoll went out on her own at a young age when a partner at the CPA firm where she was working encouraged her. “You're not cut out for this path that we have in a traditional accounting firm,” Driscoll recalls him telling her. “You're different, so you should go be different.” She already had a book of business as a staff accountant, but on the traditional path at

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27:28

Becca Johns: How Rea CPAs Is Pushing into Advisory |...

CPA Trendlines Podcasts ·

2024/11/11

Challenging the CPA mindset.Capstone Conversations With Jean Caragher Rea & Associates is transitioning from a traditional CPA-centric model to a broader advisory role, aiming to offer services such as IT consulting and wealth management. Becca Johns, director of practice growth, tells Jean Caragher in this episode of Capstone Conversations that the move demands major shifts in the firm’s internal mindset and culture, including redefining roles, retraining staff, and effectively

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29:24

Ed Warren: Have Difficult Conversations to Grow Your...

CPA Trendlines Podcasts ·

2024/11/09

Prune your existing portfolio to create a revenue pipeline.Accounting Influencerswith Rob BrownEd Warren, a veteran sales executive in the accounting industry, shares expert insights on growing accounting firms through client advisory services and leveraging technology to stay ahead of the competition in this episode of the Accounting Influencers Podcast with host Rob Brown.Full Show Notes Here | More Accounting Influencers with Rob Brown hereWarren shares his insights on how the accounting

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55:01

Rory Henry: Create the Return on Relationship | The...

CPA Trendlines Podcasts ·

2024/11/05

Be a client-centric human in a world of AI and technology. The DisruptorsWith Liz FarrSeveral years ago, Rory Henry asked himself, “Why don’t financial advisors and CPAs work together?” It boggled his mind because both work with the client’s finances but are not always in sync. “We’re advising them on their businesses, and then the wealth advisor takes over and manages the finances,” Henry says. “But really, one decision affects another.” The ultra-wealthy have long used the family office

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38:33

Lucas LaChance: Revenue Generation through Digital...

CPA Trendlines Podcasts ·

2024/11/04

With Jean Caragher For CPA Trendlines Lucas LaChance brings an auditor’s eye to marketing as the partner in charge of practice growth at Dallas-based Lane Gorman Trubitt, where he drives digital strategies that have fueled 143 percent revenue gains. More Capstone Conversations here | Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Catch Jean Caragher every Friday with Gear Up for Growth here | But the bigger

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28:16

Reinventing Accounting: A Lawyer’s Perspective on...

CPA Trendlines Podcasts ·

2024/11/03

How nontraditional professionals leverage their skills to bring innovation and growth to the accounting profession. Accounting ARCWith Donny ShimamotoCenter for Accounting TransformationThe accounting profession is experiencing a wave of disruption, and nontraditional professionals are leading the charge. In a recent episode of Accounting ARC, host Donny Shimamoto, CPA.CITP, CGMA, sits down with Rachel Bashore, the director of operations at Herbein, to discuss her journey from attorney to

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