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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

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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39:23

Josh Tyree: Cracking the Code for Successful Merger...

CPA Trendlines Podcasts ·

2025/09/12

Trust, values, and local connections are fueling the national rise of one of accounting’s newest Top 50 firms.Gear Up for GrowthWith Jean CaragherFor CPA Trendlines“If we say we’re going to do something, we’re going to do it. And that’s how you build trust,” says Josh Tyree, president of Sorren, during an episode of Gear Up for Growth. Host Jean Caragher, president of Capstone Marketing, sat down with Tyree to discuss how the newly-formed Top 50 firm – created by the combination of 13 BDO

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49:07

Gen Z Takes the Mic: Networking & Transparency...

CPA Trendlines Podcasts ·

2025/09/11

Students push for networking, compensation clarity, and creativity as the path to success in a changing profession.Accounting ARC - Student-Led ConversationsWith Chayton FarleeCenter for Accounting TransformationWhen Dominic Piscopo, CPA, compared his first Big 4 paycheck to his weekend bartending income, he had one reaction: disbelief. “I clocked 100 hours during busy season, and the check wasn’t much different than what I made in two nights at the bar,” he recalls.MORE Accounting ARC:

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0:40

4ImpactData: 10X Your Advisory. Not Your Headcount.

CPA Trendlines Podcasts ·

2025/09/10

Stop reacting. Start Guiding. Move from Historian to Navigator with an AI-powered Business GPS platform purpose-built for growing CPA firm advisory.The traditional advisory model wasn’t built to scale-- 4impactdata changes that.Client Advisory Services at ScaleStart delivering scalable advisory in weeks — not months — with our 5-step implementation process.4ID is purpose-built to embed codified wisdom into your existing workflow — quickly and seamlessly. With our proven 5-step approach,

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3:24

Disguised Tax Hikes Are Back on the Table | Quick Tax...

CPA Trendlines Podcasts ·

2025/09/10

This stealthy tax rule could hit clients starting in 2026.Quick Tax TipWith Art WernerCPE TodayEvery tax bill hides a few surprises, and the OBBB is no exception. According to tax guru Art Werner, one of those surprises could wallop high earners through the quiet return of the PEASE limitation.Click here for more Art WernerIn the newest episode of Quick Tax Tip, he breaks down this often-overlooked provision, its history, and what it could mean for your clients.

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64:50

Questian Telka: Transform Fear into Fuel | The...

CPA Trendlines Podcasts ·

2025/09/09

Mindset shifts, gut instincts, and the right mentors matter most when starting your own firm.The DisruptorsWith Liz FarrMaking the shift from employee to entrepreneur isn’t always easy, as Questian Telka, founder of ReQoncile Financials and co-host of the She Counts podcast, discovered. Besides the obvious pieces of getting business licenses and opening a business bank account, Telka believes it’s essential to keep your reason for starting your business – your why – firmly in focus. “If I

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0:40

4ImpactData: 10X Your Advisory. Not Your Headcount.

CPA Trendlines Podcasts ·

2025/09/09

Stop reacting. Start Guiding. Move from Historian to Navigator with an AI-powered Business GPS platform purpose-built for growing CPA firm advisory.The traditional advisory model wasn’t built to scale-- 4impactdata changes that.Client Advisory Services at ScaleStart delivering scalable advisory in weeks — not months — with our 5-step implementation process.4ID is purpose-built to embed codified wisdom into your existing workflow — quickly and seamlessly. With our proven 5-step approach,

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0:40

4ImpactData: 10X Your Advisory. Not Your Headcount.

CPA Trendlines Podcasts ·

2025/09/08

Stop reacting. Start Guiding. Move from Historian to Navigator with an AI-powered Business GPS platform purpose-built for growing CPA firm advisory.The traditional advisory model wasn’t built to scale-- 4impactdata changes that.Client Advisory Services at ScaleStart delivering scalable advisory in weeks — not months — with our 5-step implementation process.4ID is purpose-built to embed codified wisdom into your existing workflow — quickly and seamlessly. With our proven 5-step approach,

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55:29

George Kinder: Here’s Why You Want to Put Vision...

CPA Trendlines Podcasts ·

2025/09/08

Trust outlasts spreadsheets.By Rory Henry CFP®, BFA™For CPA TrendlinesLike CPAs, financial planners have long been associated with numbers people. They’re highly trained to use mathematics to address a client’s risk tolerance, goals, time horizons, and a magic “retirement number.” But George Kinder, founder of the Kinder Institute of Life Planning, argues that most practitioners are overlooking the most obvious skill needed to be a successful advisor: listening. MORE Rory Henry and The

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15:34

Meet Your New Boss: Gen Z Is Already Reshaping...

CPA Trendlines Podcasts ·

2025/09/06

Zoomers expect clarity, equity, and purpose—and they’re not afraid to walk if firms don’t deliver. Accounting InfluencersWith Rob BrownBy 2025, one in 10 managers will be from Generation Z. That’s right—the so-called “lazy, entitled” group born between 1997 and 2012 is already leading teams in accounting firms. But instead of wrecking the workplace, Gen Z might be exactly what the profession needs to survive its crossroads. MORE Accounting Influencers with Rob Brown On Accounting

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629 results

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