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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

0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/09

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by

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0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/09

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. View testimonials. Poe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was

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55:52

Royalties, Residuals, and Reality Checks | ARC-SLC

CPA Trendlines Podcasts ·

2025/10/09

CPAs translate fame into cash flow, contracts, and accountability. Accounting ARC - Student-Led ConversationsWith Harshita MultaniCenter for Accounting TransformationIn a special episode of Accounting ARC: Student-Led Conversations, student host Harshita Multani interviews Jeff Frable, CPA, CGMA, a partner at CCK Strategies in Tulsa, Okla.; Aurmaudra Bradley, CPA, president of the NABA Indianapolis Chapter; and video producer Dave Maresca with the Center for Accounting Transformation and

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0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/08

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. View testimonials.Poe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was

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44:51

Mike Maksymiw: Walking Away from the Top...And...

CPA Trendlines Podcasts ·

2025/10/08

“Being efficient got me more work, not more money. So I left.” Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA TrendlinesWhen Mike Maksymiw, executive director of the Aprio Firm Alliance, walked away from a $500,000-a-year partner role without another job lined up, he wasn’t chasing a title - he was chasing alignment. In this episode of the Big 4 Transparency, host Dominic Piscopo welcomes Maksymiw back for his second appearance, digging into Aprio’s recent acquisition of the PS+ Alliance,

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60:26

Tony Proctor: Turn Dumb Ideas into Brilliant...

CPA Trendlines Podcasts ·

2025/10/07

Reward curiosity, encourage experimentation, and involve the team in every step of firm transformation.The DisruptorsWith Liz FarrLike many guests on The Disruptors, Tony Proctor didn’t start out as an accountant. His firm, Proctor and Associates, started as a side hustle in 2007 when he was working in IT management. As a testament to the client service focus of his tech-forward firm, his very first paid client remains his customer. “They are actually still on the roster, and so I’m very

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0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/06

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by

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50:23

Dr. Meghaan Lurtz: Financial Psychology Transforms...

CPA Trendlines Podcasts ·

2025/10/06

Normalize money talk, foster belonging, and guide clients toward lives of meaning and well-being.By Rory Henry CFP®, BFA™For CPA TrendlinesSpreadsheets, projections, and tax strategies have long dominated advisory. But as Dr. Meghaan Lurtz of Shaping Wealth explains, the work of advisors goes far beyond the numbers. At its best, our work is about relationships, community, and helping clients solve financial challenges and build lives full of meaning and connection. MORE Rory Henry and The

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0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/04

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by

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15:51

Big 4 Layoffs Reveal New Jobs Reality | Accounting...

CPA Trendlines Podcasts ·

2025/10/04

Industry turbulence opens doors for smaller firms, but only those that clearly define and communicate value.Accounting InfluencersWith Rob BrownBetween June 2023 and September 2024, several of the largest accounting firms announced significant workforce reductions and structural changes. KPMG disclosed a deeper round of auditor layoffs in mid-2023. Grant Thornton cut approximately 3% of its U.S. staff (about 350 employees) in May 2024. In September 2024, PwC announced one of its most

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0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/03

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by

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42:22

Melancon: Private Equity and the Partnership | Gear...

CPA Trendlines Podcasts ·

2025/10/03

"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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0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/02

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. View testimonials.Poe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was

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36:27

Free Speech Is a Right; Respect Is a Responsibility |...

CPA Trendlines Podcasts ·

2025/10/02

Timing, venue, and state law shape what you say—and what it costs. Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationThis conversation focuses on practice, not politics. Accounting leaders are urging firms to pair open expression with professional responsibility as political tensions spill into workplaces and social media feeds. In a new episode of Accounting ARC, hosts Liz Mason, CPA, CEO of High Rock Accounting; Byron Patrick, CPA.CITP,

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0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/01

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. View testimonials. Poe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was

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3:14

Werner: Forget the Politics—M.A.G.A. Accounts Could...

CPA Trendlines Podcasts ·

2025/10/01

Money Accounts for Growth Advancement offer tax-free growth and even a $1,000 government kickstart.Quick Tax TipWith Art WernerCPE TodayCongress may have stumbled into a politically charged acronym, but the new “M.A.G.A. accounts” have nothing to do with campaign slogans. In a recent episode of Quick Tax Tip, tax guru Art Werner breaks down what the law actually created: Money Accounts for Growth Advancement.Click here for more Art Werner Sponsored by Poe Group Advisors: Helping

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40:09

K.C. Eames: Innovation Can't Survive the Status Quo |...

CPA Trendlines Podcasts ·

2025/09/30

Short-term thinking and rigid hierarchies stifle experimentation across the profession.The DisruptorsWith Liz FarrK.C. Eames, Director of CAS at Dark Horse CPA, sees the traditional partnership model as a barrier to innovation and experimentation. First, the incentives are set up to guide people toward specific behaviors, which are “rewarding to those at the top of the pyramid. And once they’re there, their incentives are kind of to maintain the status quo.” MORE STREAMING: Carter-Gray:

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45:49

Dan Hood on Forces Shaping Accounting | MOVE Like This

CPA Trendlines Podcasts ·

2025/09/29

Technology, demographics, and ESG are colliding to reshape advisory, career paths, and firm leadership. MOVE Like ThisWith Bonnie Buol RuszczykFor CPA TrendlinesOn the latest MOVE Like This, host Bonnie Buol Ruszczyk welcomes Dan Hood, editor-in-chief of Accounting Today, who has covered the profession since the late 1990s. From his vantage point, the defining theme isn’t a single issue, but the sheer volume of change: accelerating technology (especially AI), shifting demographics, new

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15:06

DEI Pullback Puts Accounting Talent Pipeline at Risk...

CPA Trendlines Podcasts ·

2025/09/27

Firms scale back initiatives even as governing bodies warn diversity is key to the profession’s future.Accounting InfluencersWith Rob BrownThe accounting profession is facing a turning point as major firms scale back diversity, equity, and inclusion (DEI) initiatives, raising concerns about how the shift could affect talent recruitment, retention, and competitiveness.KPMG recently discontinued its “Accelerate 2025” program, which aimed to expand leadership diversity. Deloitte pulled back

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37:03

Debra Helwig: How Strategic Internal Communications...

CPA Trendlines Podcasts ·

2025/09/26

Keep employees engaged and connected with transparency and beauty.Gear Up for GrowthWith Jean CaragherFor CPA Trendlines“In many organizations, there’s a great gulf in between employees doing the work, with no idea of the conversations happening with clients or recruits,” says Debra Helwig, Internal Communications and Events Director at Pinion, during her appearance on Gear Up for Growth, hosted by Jean Caragher of Capstone Marketing. “Internal communication can help bridge that gap and

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629 results

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