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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

33:34

Kristin Murray & Jennifer Wilson: Best People...

CPA Trendlines Podcasts ·

2024/09/27

Balancing growth, profits, culture, and staff retention.Gear Up for Growth. With Jean Caragher. For CPA Trendlines. “Probably no surprise, the greatest challenge to growth in this industry is attracting and retaining talent,” said Kristin Murray, managing partner of Weinstein Spira. “Without that, there is no growth, and given the landscape of our industry right now, that's everybody's biggest challenge. If it's not, I'd be amazed.”Gear Up for Growth spotlights the best strategies for smart

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30:51

Leadership for the Future: Stakeholders,...

CPA Trendlines Podcasts ·

2024/09/25

Leadership beyond control means empowering others to succeed and, of course, eating last.Accounting ARCWith Byron Patrick and Donny ShimamotoCenter for Accounting TransformationThis episode of Accounting ARC offers a candid discussion on leadership with Byron Patrick, CEO and founder of VERIFYiQ, and vice president of Client Success at The B3 Method Institute.SHOW NOTES here | MORE Accounting ARC: In-Person Conferences Still Essential | Non-Accountants in Accounting: A Game-Changer for the

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59:07

Alicia Katz Pollock: Create a Human-Centric Business...

CPA Trendlines Podcasts ·

2024/09/24

The DisruptorsWith Liz FarrAlicia Katz Pollock proves that you don’t need an accounting degree or formal bookkeeping training to be a hugely helpful resource for the QuickBooks community.SHOW NOTES here | MORE PODCASTS and VIDEOS: Nancy McClelland: Be the One Your Clients Ask First |Alan Whitman: Stop Accepting the Status Quo | Sean Duncan: Discover Your Own Genius | Ingrid Edstrom: True Wealth Is Not Financial | Caleb Jenkins: Firm Growth Requires Owners to Shift Roles | Chris Hervochon:

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38:40

Joe Kovacs: Why the Digital Brand Experience is...

CPA Trendlines Podcasts ·

2024/09/23

Capstone ConversationsBy Jean CaragherFor CPA TrendlinesThe greatest challenge in marketing CPA firms is understanding the role of technology and how different generations of clients and prospects want to engage, Joe Kovacs, marketing and biz dev director at Councilor, Buchanan & Mitchell, tells Jean Caragher in this episode of Capstone Conversations.Show notes here | Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms,

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37:25

Mike Sylvester, Ryan Pulice: The Joys of Firing Bad...

CPA Trendlines Podcasts ·

2024/09/20

Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesDemand for tax services emboldens CPAs to fire clients and deliberate about the clients they choose to work with. Two practitioners share their strategies for accepting new clients through structured intake forms and firing clients who are not a good fit for their firms in this episode of Gear Up for Growth, with Jean Caragher, president of Capstone Marketing, and powered by CPA Trendlines Research. “It just took firing 7 percent of our

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32:20

BYU Students Launch TechHub Accounting Ed Platform |...

CPA Trendlines Podcasts ·

2024/09/19

Know How KornerWith Donny Shimamoto.Center for Accounting TransformationIn a world where technology evolves at lightning speed, staying ahead of the curve is crucial for professionals in any field, especially accounting. Recognizing this need, a group of ambitious students from Brigham Young University has created TechHub.training — a free online learning platform designed to help users from all skill levels master essential software tools and applications used in the accounting

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92:09

Nancy McClelland: Be the One Your Clients Ask First |...

CPA Trendlines Podcasts ·

2024/09/17

Rely on your professional network for answers you don't know.The DisruptorsWith Liz FarrNancy McClelland never intended to start a firm, but after leaving a toxic work environment, she took on a few part-time gigs. Because she’d never worked at a CPA firm, she built her firm “the way it made sense” without bumping up against the traditions of “This is how it should be done.”The name of her firm – The Dancing Accountant – reflects her passion for dancing and membership in several dance

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34:47

Carrie Steffen: The Two New Superpowers Leaders in...

CPA Trendlines Podcasts ·

2024/09/16

Plus: The marketing myths that plague accounting firms. Capstone Conversations. With Jean Caragher For CPA Trendlines Being a managing partner is tough enough, but now accounting firm leaders must master two new superpowers. And CPE won't help. Complete show notes here. | Get more Capstone Conversations every Monday. | Follow Jean Caragher on CPA Trendlines. | Get Caragher's international best-seller, The 90-Day Marketing Plan for CPA Firms. | Catch Jean Caragher with Gear Up

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28:02

Brenda Sleeper: The Journey to the Hall of Fame |...

CPA Trendlines Podcasts ·

2024/09/16

Capstone ConversationsInformal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms.With Jean CaragherFor CPA TrendlinesBrenda Sleeper reflects on her path to the Association for Accounting Marketing Hall of Fame, where she joins an elite few as Bruce W. Marcus Lifetime Fellowship Members. Brenda is a Business Resource Network Relationship Director for the BDO Alliance, working with BDO alliance firms nationwide.Follow Jean Caragher on CPA

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54:54

How to Future-Proof the Accounting Profession |...

CPA Trendlines Podcasts ·

2024/09/15

Accounting Influencerswith Rob BrownIs the accounting profession facing an identity crisis? Can it adapt to meet the demands of a rapidly changing business landscape? Rob Brown brings together a panel of industry experts to discuss the future of accounting. Jeff Phillips, Maureen Dillmore, Samantha Louis, and Sandra Wiley share their perspectives on the profession's challenges and opportunities.More episode notes hereMore Accounting Influencers with Rob Brown hereThe panelists share their

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34:10

Tom Hood: When Your Mindset Is Your Biggest Problem |...

CPA Trendlines Podcasts ·

2024/09/13

Gear Up for GrowthWith Jean CaragherCapstone MarketingInvesting in learning and development is essential for retaining and attracting staff. Developing a curriculum that includes both technical and success skills can help firms address the current talent shortage and prepare their employees for higher-value roles. Complete show notes here More CPA Trendlines podcasts here More Jean Caragher here More Gear Up for Growth More Capstone Conversations "We're going to see automation

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26:36

In-Person Conferences Still Crucial for Accounting...

CPA Trendlines Podcasts ·

2024/09/12

Despite the rise of virtual events, live conferences remain essential for career growth and relationship-building in the accounting industry. Accounting ARCWith Liz Mason, Byron Patrick and Donny ShimamotoCenter for Accounting TransformationJoin Donny Shimamoto, Liz Mason, and Byron Patrick as they dive into the importance of attending in-person events versus virtual conferences. In this lively discussion, they explore how in-person connections, casual coffee line chats, and random

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57:31

Alan Whitman: Stop Accepting the Status Quo | The...

CPA Trendlines Podcasts ·

2024/09/10

The firms that shift from billable hours to value outcomes will win.The DisruptorsWith Liz FarrAlan Whitman wants to break the mold of public accounting. He wants to put an end to the billable hour and the siloed practices that characterize the way many firms have operated for decades. As Whitman says, “we’re here to serve clients, we’re here to deliver great value. But do we really need to do it the way we’ve been doing it since before my father was in the workforce?” While “most firms

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19:09

Bethany Silvis: Success begins with Trust | Capstone...

CPA Trendlines Podcasts ·

2024/09/09

Capstone ConversationsWith Jean CaragherWhat fun it is speaking with Bethany Silvis, marketing supervisor for Kerkering, Barberio & Co., who was named the Association for Accounting Marketing Rookie of the Year. 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 Friuday with Gear Up for Growth here |Bethany joined her firm in 2018 as the marketing coordinator. Since then, Bethany: Has

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29:23

Joey Havens: The Role Culture Plays in Firm Growth |...

CPA Trendlines Podcasts ·

2024/09/06

Gear Up for GrowthWith Jean CaragherCapstone Marketing“It's probably impossible to have exponential growth without a strong culture,” says Joey Havens, author of the Amazon bestseller, "Leading with Significance: How to Create a Magnetic People-First Culture," appearing on Gear Up for Growth, hosted by Jean Caragher, president, Capstone Marketing, and powered by CPA Trendlines. More CPA Trendlines podcasts here | More Jean Caragher here “Leaders have to be more intentional about

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1:28

Art Werner: Post-Mortem Estate Planning | Quick Tax Tip

CPA Trendlines Podcasts ·

2024/09/05

Quick Tax TipWith Art WernerCPE TodayArthur Joseph Werner, JD, MS (Taxation), is the president and founder of the professional education firm Werner-Rocca Seminars Ltd.Werner’s lecture topic specialties include business, tax, financial and estate planning for high-net-worth individuals.

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1:49

Steve Yoss: An Accountant's Detailed Guide on...

CPA Trendlines Podcasts ·

2024/09/05

Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today.Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yossStarting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by a Master of Science in Information Systems and Technology

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25:47

Non-Accountants in Accounting: A Game-Changer for the...

CPA Trendlines Podcasts ·

2024/09/04

Accounting ARCWith Liz Mason, Byron Patrick and Donny ShimamotoCenter for Accounting TransformationIn this episode of Accounting ARC, Donny Shimamoto, Byron Patrick, and Liz Mason dive into the often overlooked but crucial role of non-accountants in the accounting industry. Discover how non-accountants contribute to the evolution of accounting firms into holistic business service providers. EPISODE NOTES HereFrom IT experts to HR consultants, learn how diverse professionals are shaping the

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76:32

Sean Duncan: Discover Your Own Genius | The Disruptors

CPA Trendlines Podcasts ·

2024/09/03

There aren’t enough of us to help everyone who needs our help.The DisruptorsWith Liz FarrWhat would work look like if it reflected your passions? “Imagine,” says Sean Duncan, CPA, “if you worked with the people that you loved working with, talking about the things that you love talking about, and you made a living and helped them?” As Duncan says, “That’s just freakin' awesome!” Duncan was working at a large regional firm back in 2006 when he noticed that many small business clients were

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39:10

Mark Koziel: Transforming the CPA Firm Business Model...

CPA Trendlines Podcasts ·

2024/08/30

Gear Up for GrowthWith Jean CaragherCapstone MarketingIn this Gear Up for Growth episode, Mark Koziel, president and CEO of Allinial Global, tells Jean Caragher that CPA firms must move toward a corporate business model, or they could fail to grow or worse. More CPA Trendlines podcasts here | More Jean Caragher here “Every partner that's nearer that retirement age is trying to beat their compensation from the year before so that their deferred comp is as maximized as it can be,” explains

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