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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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27:30

Kate Johnson: How Accountants Can Grow with Video |...

CPA Trendlines Podcasts ·

2024/11/02

Diversify your revenue streams with video and build a virtual accounting career.Accounting Influencerswith Rob BrownKate Josephine Johnson owns Heritage Business Services, LLC, a virtual bookkeeping firm serving small businesses across the United States. She is also the Chief Hustler at Bookkeeping Side Hustle, where she helps other accounting professionals build virtual accounting careers they love.Full Show Notes Here | More Accounting Influencers with Rob Brown hereJohnson shares her

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33:59

Carla McCall: Find Your Authentic Leadership Style |...

CPA Trendlines Podcasts ·

2024/11/01

"Just having a title or a position doesn’t make you a leader. You have to earn the trust and respect of the team that you're leading."Gear Up for GrowthWith Jean CaragherFor CPA Trendlines In the latest episode of Gear Up for Growth, Carla McCall, managing partner of AAF CPAs and chair of the AICPA, shares valuable insights into leadership transitions within CPA firms. As the industry faces a generational shift—with 75% of current CPAs expected to retire in the next 15 years—McCall's

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30:50

Mitch Reno: Client Experience Advantage Goes to Small...

CPA Trendlines Podcasts ·

2024/11/01

"We have to...build something so special that people don't want an alternative." Gear Up for Growth. With Jean Caragher. For CPA Trendlines. For CPA firms to stand out, they must deliver an exceptional client experience—so unique that clients won’t want an alternative, Mitch Reno, director of client experience at Rehmann, tells Jean Caragher in this episode of Gear Up for Growth. Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's competitive

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41:17

Revolutionizing Ethics Education in Accounting:...

CPA Trendlines Podcasts ·

2024/10/30

“The difficulty isn’t identifying the ethical decision; it’s making the right choice with difficult implications."Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationAccounting ethics training needs a major reboot, according to the latest episode of Accounting ARC. While traditional ethics training often feels like a check-the-box activity, hosts Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, argue that the

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68:02

Mike Maksymiw: Be the Leader You Wish You Had | The...

CPA Trendlines Podcasts ·

2024/10/29

If no one’s complaining that your fees are too high, your fees are too low.The Disruptors. With Liz Farr. Mike Maksymiw, the leader of Aprio Firm Alliance, hates charge hours as a primary performance metric. He even left a firm where he was a partner because of a dispute over charge hours. Although he exceeded his revenue goals by a healthy margin, he was penalized because he got the work done in fewer hours.21 MORE TAKEAWAYS: More Mike Maksymiw Disruptor Notes | MORE: Disruptors | MORE

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41:33

Alex Drost: Firms Must Be Scrappy to Compete with...

CPA Trendlines Podcasts ·

2024/10/27

As private equity gains momentum in the accounting industry, firms face a decision: embrace external investment or double down on independence.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn a recent episode of the Gear Up for Growth podcast, Alex Drost, managing principal of Connection Builders, discusses the growing interest of private equity (PE) in the accounting sector. Hosted by Jean Caragher, president of Capstone Marketing, the conversation delves into the driving forces

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17:34

Donny Shimamoto: Defining Accounting Transformation |...

CPA Trendlines Podcasts ·

2024/10/27

Accounting Influencerswith Rob BrownRob Brown and Donny Shimamoto discuss reform, transformation, and change in the accounting profession at individual accountant and CPA plus practice levels.More Accounting Influencers with Rob Brown hereIn 2001, Donny founded IntrapriseTechknowlogies LLC, a specialized CPA firm dedicated to helping small businesses and middle-market organizations leverage strategic technologies, proactively manage their business and technical risks, and enable balanced

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40:35

Bailey Lenart: From Ledger Sheets to Transformational...

CPA Trendlines Podcasts ·

2024/10/23

Accountants must adapt to new value measures to remain relevant in a rapidly changing world. Accounting ARCWith Donny ShimamotoCenter for Accounting TransformationJoin host Donny Shimamoto as he chats with Bailey Lenart, founder of World Changing Business and Collective Flow. Bailey shares her journey from traditional accountant to ESG advocate, tackling non-financial metrics like emissions and biodiversity. SHOW NOTES here | MORE Accounting ARC hereDiscover how her passion for

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79:35

Terrell Turner: Build a Solid Business Showing Up as...

CPA Trendlines Podcasts ·

2024/10/22

Your clients may need a lot of empathy and not just tactical advice. Plus 13 key takeaways. The DisruptorsWith Liz Farr Terrell Turner started his “journey of doing things differently” on April 1, 2020, in the midst of the pandemic. While “2020 was the reset button for everyone,” that reset offered Turner a tremendous opportunity to create a new kind of firm. “We don't have any history in doing this,” Turner recalls thinking. “So how would we do this in this new environment that we're

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26:31

Kristen Lewis: The Biggest Challenge Marketing...

CPA Trendlines Podcasts ·

2024/10/21

Capstone Conversations. Informal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms.With Jean Caragher. For CPA Trendlines. In a business not always comfortable with notoriety, it takes bold ideas to position an accounting firm in the marketplace, according to Kristen Lewis, director of marketing at EisnerAmper and a member of the Association for Accounting Marketing Hall of Fame. Show notes here | Follow Jean Caragher on CPA Trendlines

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31:55

Tim Brackney: Don't Blame Private Equity. Blame the...

CPA Trendlines Podcasts ·

2024/10/19

The profession's problems are the profession's own fault.Accounting Influencerswith Rob BrownTim Brackney, CEO of a private equity-backed CPA and advisory firm, is challenging the widespread notion that private equity harms the accounting industry.Full show notes here | More Accounting Influencers with Rob Brown here"Private equity is not killing public accounting," Brackney tells Rob Brown in Accounting Influencers. "Public accounting was killing public accounting." Brackney says private

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31:14

Sarah Cirelli: Launching the 'SWAT' Plan at Grassi...

CPA Trendlines Podcasts ·

2024/10/15

Capstone ConversationsInformal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms.With Jean CaragherFor CPA TrendlinesWhen the Covid pandemic hit Grassi CPAs, chief marketing officer Sarah Cirelli launched a "SWAT" program to stem the losses and reap an extra $2 million in new fees. Full 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

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13:25

Richard Kopelman: Aprio's Plans for Global Conquest |...

CPA Trendlines Podcasts ·

2024/10/12

From $70 milliion to $450 million: The power of positivity, strategic planning, and going international.Accounting Influencerswith Rob BrownRichard Kopelman, CEO and managing partner of PE-owned Aprio, shares his philosophy of staying positive and never giving up, the importance of having a well-written strategic plan, and his vision of truly global accounting firms.Complete show notes here, including takeaways, background, analysis and transcript | See Part 1: Richard Kopelman: Inside

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19:14

Richard Kopelman: Inside Aprio's Bold Makeover |...

CPA Trendlines Podcasts ·

2024/10/12

Lessons from dozens of strategic mergers & acquisitions.Accounting Influencerswith Rob BrownRichard Kopelman, CEO and managing partner of PE-owned Aprio, reveals the firm's dramatic transformation and rebranding into a global business advisory and accounting firm.See Part 2: Richard Kopelman: Aprio’s Plans for Global Conquest | More Accounting Influencers with Rob Brown here | Aprio Sells Majority Stake to Charlesbank Capital Partners here | Cited: Mindset: The New Psychology of

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34:11

Katie Thomas: How to Recruit the Best, Organically |...

CPA Trendlines Podcasts ·

2024/10/12

Leveraging social media and other digital platforms allows firms to attract talent without relying on traditional job boards or recruiters.Gear Up for Growth.With Jean Caragher.For CPA Trendlines."You actually have to be a good firm,” Katie Thomas, CPA, founder and owner, Leaders Online LLC, replied when asked about the factors needed for an organic inbound recruitment strategy to work. Full show notes here | Gear Up for Growth spotlights the best strategies for smart and effective growth

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35:13

Election Politics: What CPAs Need to Know about Tax...

CPA Trendlines Podcasts ·

2024/10/09

How will proposed tax reforms impact businesses and tax professionals in the 2024 election cycle?Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationThe 2024 election is poised to bring significant changes to tax policy, and the accounting profession is bracing for the potential impact.SHOW NOTES here | MORE Accounting ARC: Leadership for the Future: Stakeholders, Sustainability, and Strategic Vision | In-Person Conferences Still Essential |

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49:37

The New Value Pricing Paradigm with David Yeghiaian...

CPA Trendlines Podcasts ·

2024/10/05

A 1,200 percent gain in billing.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesAccountants struggle with moving from the traditional billable hour model because they have concerns about accurately estimating costs, managing expectations, and measuring work in progress. This change requires a shift in mindset and firm-wide accountability, which can be challenging but necessary to remain competitive.Full show notes here | More CPA Trendlines podcasts here | More Jean Caragher hereDavid

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35:03

How CSR Drives Consumer Behavior with Jeff Joireman |...

CPA Trendlines Podcasts ·

2024/10/03

Beyond its ethical implications, CSR can bring tangible financial gains.Know-How KornerWith Donny Shimamoto Center for Accounting TransformationIn this episode of Know-How Korner, we interview Jeff Joireman, a professor of marketing at Washington State University, about his groundbreaking research on corporate social responsibility.COMPLETE SHOW NOTES here | MORE Donny ShimamotoDiscover how CSR influences consumer behavior and what it means for businesses today. Tune in to uncover insights

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55:55

Kelly Mann: Be the Bull in the China Shop | The...

CPA Trendlines Podcasts ·

2024/10/01

Stop following SALY. Think about what you are trying to accomplish. Plus 17 key takeaways.The DisruptorsWith Liz Farr Kelly Mann wants firms to stop relying on SALY – same as last year – for everything: “Everything is same as last year, the way we give bonuses to people, the way we split partner compensation, the way we monitor hours, the way we prepare a work paper, the way we plan an audit,” she says.17 MORE TAKEAWAYS: More Kelly Mann Disruptor Notes MORE: Disruptors MORE CPA TRENDLINES

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32:58

Korby Boswell: Three Pieces of Advice for CPA Firm...

CPA Trendlines Podcasts ·

2024/09/30

Capstone ConversationsWith Jean CaragherFor CPA TrendlinesAccording to Korby Boswell, Adams Brown's senior marketing and growth manager, successful accounting firm marketing lies in effective project management, smart content marketing, and producing solid sales leads.Full episode note here | 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

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