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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

30:20

Stephanie Otero: How to Build a Small Firm That Works...

CPA Trendlines Podcasts ·

2026/03/04

Small Firm Success Requires Intention, Focus, and CommunityFull show notes hereGear Up for GrowthWith Jean CaragherFor CPA Trendlines“Small firm practitioners need to remember that they are in the driver’s seat,” says Stephanie Otero, vice president, Small Firm Advocate at the AICPA, in this episode of Gear Up for Growth with Jean Caragher.MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | MORE Gear Up for Growth | MORE CPA Trendlines

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32:48

Carrie Steffen: The Staffing Problem Nobody Talks...

CPA Trendlines Podcasts ·

2026/03/04

The profession talks too much about deadlines and not enough about impact. Students are listening.FULL show notes hereMOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines ResearchThe CPA profession has only itself to blame for a talent shortage.Firms have spent years talking about the grind of deadlines and busy season, instead of selling the career’s impact, stability, and range of opportunities, according to Carrie Steffen, CEO of the Iowa Society of CPAs.MORE MOVE Like This | MORE

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43:17

Jody Padar: The New Playbook Is AI-Powered and...

CPA Trendlines Podcasts ·

2026/03/02

AI Won’t Replace Accountants. Instead, It Will Rewire the Business Model.FULL show notes hereBig 4 TransparencyWith Dominic Piscopo, CPAJody Padar, widely known as “The Radical CPA” and author of Radical Pricing, argues the future of accounting won’t be won by automation alone, but by a business model shift that elevates human judgment, advisory, and client relationships.MORE Dominic Piscopo | AI | Pay & Compensation | MORE CPA Trendlines Streaming NetworkIn the new episode of the Big 4

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42:23

Why the Next Generation May Be Accounting’s Greatest...

CPA Trendlines Podcasts ·

2026/02/26

Young professionals bring adaptability and media literacy that firms need in an AI-driven era.Student-Led ConversationsWith Arpan Grewal Center for Accounting TransformationStudent-Led Conversations opens its second season with a conversation that reflects a larger shift underway in the accounting profession: rapid technology change, accelerating adoption of artificial intelligence tools, and an increasing push to bring younger voices into the discussion. Arpan Grewal, a Center for

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72:05

Rebecca Driscoll: A Millennial and a Boomer Build a...

CPA Trendlines Podcasts ·

2026/02/24

The Collaboration Room turns online peer networks into practical tools for pricing strategy, tax planning, succession, and psychological safety.Sponsored by The Balanced Millionaire: The Advisor Edition by Dr. Jackie Meyer | See Today’s Special OfferFull show notes hereThe DisruptorsWith Liz FarrBefore they co-founded The Collaboration Room, Rebecca Driscoll and Mike Sylvester, CEO of SBS CPA Group, had both been helping accountants with challenges on an informal basis. “It felt kind of

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39:25

Accounting’s “Untalked-About” Frontier | ARC

CPA Trendlines Podcasts ·

2026/02/20

Rural communities offer meaningful work — and a chance to build a practice on purpose. Accounting ARCWith Donny ShimamotoCenter for Accounting TransformationIn an era when private equity rollups and “bigger is better” narratives dominate accounting headlines, Donny Shimamoto, CPA.CITP, CGMA, returns to a quieter question: What does it look like to build a firm — and a career — around serving the places that rarely get the spotlight? MORE Accounting ARC: Why Happiness is Hard-Fought for

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30:07

Joe Pine: The Transformation Economy Comes for Public...

CPA Trendlines Podcasts ·

2026/02/19

As AI automates compliance, value shifts to measurable outcomes and client aspirations.Full show notes hereGear Up for GrowthWith Jean CaragherFor CPA TrendlinesAuthor and strategist B. Joseph Pine II urges accounting firm leaders to confront a fundamental question: What business are you really in?MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | MORE Gear Up for Growth | MORE CPA Trendlines videos and podcasts hereAccording to Pine,

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63:40

Candy Bellau: The $350 Pricing Mistake that Nearly...

CPA Trendlines Podcasts ·

2026/02/18

How to reset pricing, rebuild margins, and stop “helping” clients into bankruptcy.Full show notes hereThe DisruptorsWith Liz FarrCandy Bellau didn’t set out to build a firm that could operate without her. But her hand was forced when her mother became ill. “I kept dropping the ball at my own company and my team, the long-term members kept picking it up, and slowly but surely, they just absorbed the client work I was doing,” Bellau recalls. MORE DISRUPTORS: Blake Oliver: Build a Biz that

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38:19

Alan Whitman: Breaking the Mold with PE Backing |...

CPA Trendlines Podcasts ·

2026/02/16

Ex-Baker Tilly CEO takes helm at a new “category” of CPA firm.By Rory Henry CFP®, BFA™For CPA TrendlinesFull show notes hereWhen CPA firms talk about growth, the conversation often centers on acquisitions, headcount, or revenue targets.But Alan Whitman, the ex-Baker Tilly CEO and newly named CEO of a private-equity-backed hybrid, says sustainable growth requires something deeper: clarity of strategy, shared language, and systems that enable people to perform at scale.MORE Rory Henry and The

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41:49

Why Happiness is Hard-Fought for High Achievers| ARC

CPA Trendlines Podcasts ·

2026/02/12

Learn how easily pros tie well-being to success—and how fear of failure can distort self-worth. Accounting ARCWith Byron Patrick and Donny ShimamotoCenter for Accounting TransformationBusy season may still be a days out, but the stress response already starts to hum for a lot of accounting professionals — the calendar fills, the inbox tightens, and the margin for error feels like it shrinks to a sliver. In the latest Accounting ARC, Donny Shimamoto, CPA.CITP, CGMA, and Byron Patrick,

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29:04

AJ Johnson: New CPA Licensure Pathway Opens Doors to...

CPA Trendlines Podcasts ·

2026/02/07

Expanding access while maintaining rigorous standards. Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesFull show notes here “This legislation has real consequences – positive consequences – for the health of firms, corporate accounting departments, and the broader economy,” says Aiysha “AJ” Johnson, CEO and executive director of the New Jersey Society of CPAs, during her appearance on Gear Up for Growth with Jean Caragher of Capstone Marketing. “I like to think that we’re opening

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34:13

The Fastest Way to Lose Talent Is “Dick Leadership” |...

CPA Trendlines Podcasts ·

2026/02/05

Label intent, clarify tone and choose the right channel so feedback lands as coaching, not conflict.Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationLeaders in accounting do not need to choose between being “nice” and being effective.In this ARC episode, Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP; and Liz Mason, CPA, make the case that the best bosses aim for something tougher — kindness with clarity.The conversation starts

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20:44

Nick Pasquarosa: From Door-to-Door Bookkeeping to a...

CPA Trendlines Podcasts ·

2026/02/02

Advisory at Scale Requires Systems, Not Heroics. Plus 5 More Takeaways.Complete show notes hereWith Rory Henry CFP®, BFA™For CPA TrendlinesWhen firms talk about innovation in accounting, they often start with technology. But in my conversation with Nick Pasquarosa, founder and CEO of Bookkeeper360, it became clear that technology was never the starting point for his firm. It was the result of listening closely to small business owners and building systems to solve their most persistent

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32:15

Jeremy Dubow: Raising the Bar for Talent | Big 4...

CPA Trendlines Podcasts ·

2026/01/29

Why equity is the new standard for talent retention.Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA TrendlinesFull show notes hereJeremy Dubow, CEO and co-founder of Chicago-based Prosperity Partners, explains how entrepreneurship in accounting has shifted from demand-driven to capacity-constrained, and why transparent equity programs are becoming the new standard for talent retention.MORE Dominic Piscopo | MORE Private Equity | MORE Pay & CompensationDubow joins Dominic Piscopo on the

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27:47

Post-Holiday Fatigue Isn’t a Failure; It’s a Signal....

CPA Trendlines Podcasts ·

2026/01/22

Decode your energy signals, redesign your calendar, and stay sharp even when you're running low.Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationAs the calendar flips and the pace of work accelerates, many accounting professionals find themselves running on fumes. The holidays are over. Travel lingers in the body. Busy season looms. And yet, expectations snap back to full speed almost overnight.In this Accounting ARC, Donny Shimamoto,

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28:08

Jen Cryder: From Membership Model to Market Maker |...

CPA Trendlines Podcasts ·

2026/01/21

State societies can evolve into engines of innovation, education, and workforce resilience.Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA TrendlinesAt a time when the accounting profession is undergoing its most rapid transformation in decades, Jen Cryder, CEO of the Pennsylvania Institute of Certified Public Accountants (PICPA), is quietly redefining what a state CPA society can (and arguably should) become. MORE Dominic Piscopo | MORE Private Equity | MORE Pay & Compensation In

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52:27

Brannon Poe: What Private Equity Really Wants From...

CPA Trendlines Podcasts ·

2026/01/20

Beyond revenue and margins, buyers are scrutinizing teams, culture, and operational health.The DisruptorsWith Liz FarrBrannon Poe, founder of Poe Group Advisors, says the key to a successful firm transaction is fit. “I think having a good deal is really about having a good fit,” he says. Besides technical skills, “you have to have management styles that mesh well, you have to have client service philosophies that are aligned,” he explains. MORE STREAMING:MORE STREAMING: Oliver: Build a

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25:54

Neil Gordon: The Most Powerful Sentence You'll Learn...

CPA Trendlines Podcasts ·

2026/01/19

The silver bullet technique can transform messaging and persuasion.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesMost accounting professionals do extraordinary work—and still struggle to explain why it matters.That tension sits at the heart of a standout episode of The Concierge CPA, where host Dr. Jackie Meyer is joined by messaging strategist Neil Gordon for a wide-ranging conversation on persuasion, clarity, and the future of tax advisory in an AI-driven world.The result is an

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1:38

Art Werner: Avoid Tax Surprises for Clients | Quick...

CPA Trendlines Podcasts ·

2026/01/18

Unexpected tax bills erode trust fast. Most are preventable—if CPAs spot the warning signs early enough.Quick Tax TipWith Art WernerCPE TodaySurprise tax bills remain one of the most common—and avoidable—sources of client frustration. In most cases, the issue isn’t aggressive planning gone wrong, but passive assumptions left unchecked throughout the year.Tax attorney Art Werner, JD, points to predictable triggers: income that rises while withholding stays flat, investment activity that

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23:33

Visibility Is the New Accounting Authority |...

CPA Trendlines Podcasts ·

2026/01/17

Reputation now grows through clarity and communication, not tenure.Accounting VoicesWith Rob BrownAfter two episodes dissecting the Big Four’s AI arms race, the final chapter of the mini-series turns the lens inward. This episode of Accounting Voices makes the case that staying competitive in an automated profession has less to do with budgets and bots — and everything to do with judgment, visibility, and trust.AI has changed what clients and employers value. Hours and output no longer

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