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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

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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29:03

Rory Henry: Why Nontraditional Accountants May Hold...

CPA Trendlines Podcasts ·

2025/09/25

Combine technical knowledge with behavioral insights to create holistic client solutions.Accounting ARCWith Donny ShimamotoCenter for Accounting TransformationAccountants have long been known as trusted advisors, but a growing movement is redefining what that means. In a recent episode of Accounting ARC, host Donny Shimamoto, CPA.CITP, CGMA, sat down with Rory Henry, CFP®, BFA™, to discuss how nontraditional accountants are transforming wealth management by embracing a holistic, human-first

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45:07

Doug Gocke: Operations Overhaul Doubles Firm Revenue...

CPA Trendlines Podcasts ·

2025/09/24

Structured operations freed partners to focus on clients and doubled revenue in six years.It's Not Just the NumbersWith Penny Breslin and Damien GreatheadFor CPA TrendlinesRunning a modern accounting firm requires more than technical expertise. Partners must balance client relationships, business development, and administrative responsibilities, often leaving firms stretched thin.In a recent episode of It’s Not Just the Numbers, Doug Gocke, chief operations officer at a mid-sized California

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62:36

Nayo Carter-Gray: How a Poor Review Made the Firm...

CPA Trendlines Podcasts ·

2025/09/23

Client conflict became a catalyst for clearer boundaries, better processes, and a more scalable virtual practice.The DisruptorsWith Liz FarrWhen Nayo Carter-Gray, founder of 1st Step Accounting, received a one-star Google review from a challenging client, she realized the crucial value of the boundaries she had established for clients. An email issue on the client’s end made the client think the firm was ignoring him when the reality was that he simply wasn’t receiving the firm’s

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25:58

John Fenton and Will Hill: Build Stronger Firms from...

CPA Trendlines Podcasts ·

2025/09/22

Meet at the intersection of people, process, and purpose.By Rory Henry CFP®, BFA™For CPA TrendlinesWhen firms talk about growth, they usually point to increases in revenue, staffing, or service lines. But as coaches Will Hill and John Fenton remind me in our recent panel, the true drivers of sustainable growth are people, process, and purpose. Without those foundations, they say, even the best new initiatives will stall. MORE Rory Henry and The Holistic Guide to Wealth Management BUY

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11:26

Pushing into Law? A Seismic Shift for Firms |...

CPA Trendlines Podcasts ·

2025/09/20

AZ opens the door to multidisciplinary firms, and Big Four competitors are watching closely.Accounting InfluencersWith Rob BrownAccounting and law have long existed in parallel, separated by strict professional boundaries. That wall may be crumbling. KPMG is moving to become the first Big Four accounting firm in the United States to own a law firm, a step that could reshape the profession.MORE Accounting Influencers with Rob Brown The opening occurred in Arizona, which recently amended its

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44:49

John Garrett: Embrace Your And; Transform Firms |...

CPA Trendlines Podcasts ·

2025/09/19

Your job title doesn't define you. Your 'and' does. Gear Up for GrowthWith Jean CaragherFor CPA Trendlines“If we make sure that people are doing their ‘ands,’ they’re going to accidentally do their best work,” says John Garrett, author of "What’s Your ‘And’?" and stand-up comedian. During his appearance on Gear Up for Growth, hosted by Jean Caragher of Capstone Marketing, the self-described "recovering CPA" says, “They’re going to accidentally stay. You’re going to attract more talent

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39:50

From Cash Bags to Casinos to Audits: Recounting How...

CPA Trendlines Podcasts ·

2025/09/18

“As an auditor, you learn how non‑financial events end up having a financial impact.”Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationOn this episode of Accounting ARC, Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, revisit their first accounting jobs. The conversation underscores how early exposure to operations, technology, and industry economics cultivates the judgment accountants need to interpret

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41:15

Erica Goode: The $180K, 15-Hour Workweek | Big 4...

CPA Trendlines Podcasts ·

2025/09/17

Ruthless efficiency, process-first thinking, and a bold rejection of traditional models help build her "life-first" firm.Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA TrendlinesOn The Big 4 Transparency Podcast, host Dominic Piscopo sat down with Erica Goode, founder of a solo accounting practice that generated over $180,000 in profit in 2024, all while working just 15 hours a week. Her secret? Ruthless efficiency, process-first thinking, and a bold rejection of traditional scaling

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47:48

Tailor Hartman: Upwork to “40 Under 40” in Just 3...

CPA Trendlines Podcasts ·

2025/09/16

Celerity's founder turned a side-hustle into a fast-growing success.The DisruptorsWith Liz FarrTailor Hartman didn’t start Celerity Accounting with a grand plan. The initial goal was to make enough from an accounting side gig to pay down his student loans while he worked full-time as an assistant controller. He found his first clients in an unorthodox place – Upwork. “I started going on [Upwork] to find cleanup gigs, you know, quick cleanup gigs for like 30, 40 bucks an hour in QuickBooks

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18:54

Christine Simone: The Too-Often Overlooked Piece of...

CPA Trendlines Podcasts ·

2025/09/15

As your client's trusted advisor, can you afford not to include it?By Rory Henry CFP®, BFA™For CPA Trendlines“The first wealth is health,” wrote Ralph Waldo Emerson. Healthcare is one of the biggest expenses in retirement, yet it’s often overlooked in financial planning. For many clients, uncertainty around coverage can be as stressful as market swings or tax changes. MORE Rory Henry and The Holistic Guide to Wealth Management BUY the Holistic Guide to Wealth Management Christine

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11:20

The Big DEI Split-What Smart Accounting Firms Are...

CPA Trendlines Podcasts ·

2025/09/13

Accounting leaders face pressure to choose a path that could reshape talent pipelines and firm culture for years to come.Accounting InfluencersWith Rob BrownDeloitte’s decision to dismantle its diversity, equity, and inclusion (DEI) program for 173,000 U.S. employees is sending shockwaves through the accounting profession, exposing deep divisions on a global scale and forcing firm leaders to weigh politics against talent priorities.MORE Accounting Influencers with Rob Brown The move—ending

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618 results

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