Discover the link between triggers, burnout, and the power of saying “not right now.” Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Let’s be honest: the accounting profession isn’t exactly known for work-life balance. Long hours, tax season sprints, and "just one more thing" emails can leave even the most seasoned pros teetering on the edge of burnout. In this episode of ARC, hosts Liz Mason, CPA; Donny Shimamoto, CPA.CITP, CGMA; and Byron...
Jul 03, 2025•39 min
Attention CPAs and accounting pros! Are you ready to take your practice to the next level? Then it’s time to upgrade to CPA Trendlines PRO Membership —your all-access pass to premium insights, strategies, and tools designed just for YOU! See today 's best PRO offers here. Get exclusive access – Over 10,000 articles, tools, and expert guidance—keeping you ahead of the curve in practice management, growth, and industry trends. Enjoy VIP perks – Be the first to get new content, receive special hand...
Jul 02, 2025•1 min
From unclear goals to digital missteps, this episode outlines what it takes to transform with confidence. Accounting Influencers With Rob Brown Change isn’t slowing down. It’s speeding up. And according to Hannah Munro, that’s precisely why finance professionals can’t afford to treat transformation as a one-time event. More Accounting Influencers with Rob Brown here In this episode of Accounting Influencers, Munro—managing director of ITAS Solutions and host of the CFO 4.0 podcast—discusses driv...
Jul 02, 2025•32 min
CPAClub is doing what few dared: killing the billable hour, shrinking the workweek, and proving that audit doesn’t have to suck. The Disruptors With Liz Farr Public accounting has long had a reputation for being slow to change, but in the world of audit, that pace has been glacial. Chris Vanover, CPA, founder and president of CPAClub (formerly AuditClub), is here to challenge that status quo. In this episode of The Disruptors , Vanover shares how he’s rebuilding audit from the ground up—ditching...
Jul 01, 2025•50 min
This holiday week, advisors are learning how a federally registered tribal credit could mean big tax savings. The Concierge CPA With Jackie Meyer For CPA Trendlines As Americans celebrate independence, a lesser-known federal tax credit tied to Native American tribal negotiations is offering its own version of financial freedom—up to 40% off federal tax liability, no clawbacks, and five years to use it. More Jackie Meyer On this special Independence Week episode of The Concierge CPA podcast, host...
Jun 30, 2025•40 min
"We've got a real problem. And no easy fix." Accounting Influencers With Rob Brown The accounting profession is undergoing a seismic shift—and not all of it bodes well for those who value independence, innovation, or client service. In this episode of Accounting Influencers, veteran tech strategist Randy Johnston, shareholder at K2 Enterprises, reveals the hard truths behind the changing operational and technological landscape of accounting firms. MORE Accounting Influencers with Rob Brown Johns...
Jun 28, 2025•23 min
Get more control, greater flexibility, and a path to smarter growth. Gear Up for Growth With Jean Caragher For CPA Trendlines In this episode of Gear Up for Growth, powered by CPA Trendlines, Anshul Agrawal, founder of June15 Consulting, shares how direct ownership offshoring is helping CPA firms unlock long-term value and sharpen their competitive edge. Gear Up for Growth spotlights the best strategies for smart and effficient growth in today's competitive landscape. Gear Up for Growth every Fr...
Jun 27, 2025•36 min
Learn why today’s students want more than titles—and how employers should respond. Accounting ARC With Arpan Grewal and Harshita Multani Center for Accounting Transformation Accounting ARC: Student-Led Conversations isn’t just another student podcast—it’s a cross-generational wake-up call. In this episode, business students Arpan Grewal and Harshita Multani, both interns for the Center for Accounting Transformation, lead a powerful dialogue with Texlin Usher Quinney, CPA, PMP, Ph.D., and Byron P...
Jun 26, 2025•51 min
Forward-thinking firms transform disruption into dominance. Accounting Influencers With Rob Brown In a profession built on precision, trust, and timeless principles, a disruptive force has arrived—and it’s not just another regulation. It’s technology. Automation, AI, and machine learning are redefining accounting at a rapid pace, sparking a pressing question: Is technology a force for good, or the demise of accountants as we know them? MORE Accounting Influencers with Rob Brown In this episode o...
Jun 25, 2025•12 min
“When people see their strengths clearly for the first time, they feel seen, and that changes everything.” MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines At Clark Nuber, developing talent is more than a bullet point on a strategic plan; it's woven into the fabric of how the firm operates. Angela Oakley, director of the firm’s Talent Advisor Program, sits down with the Move Like This podcast to share how her team has successfully embedded the CliftonStrengths assessment into nearly e...
Jun 25, 2025•29 min
Thrive with a lean schedule, happy clients, and a calm home life. The Disruptors With Liz Farr Erica Goode was exhausted and burned out as a corporate accountant and mom of two young children. “I could not figure out a sane way to operate a 50-hour work week and raise two kids and have a spouse who worked a 50-hour work week,” Goode explains. “I don't think there is a great way to do it. It does not leave a lot of margin to be a full-time working parent.” CPA TRENDLINES CELEBRATES: The 100th Epi...
Jun 24, 2025•48 min
Sponsored by CPA Trendlines Pro Membership – See Today’s Special Offer By Rory Henry CFP®, BFA™ For CPA Trendlines As Teddy Roosevelt once said, “People don’t care how much you know until they know how much you care.” When people ask why more accountants are incorporating holistic finance services into their practices, it’s because they’re realizing the power of empathy, trust, and the future of financial advice. It starts with a “human first” approach that goes beyond putting numbers into boxes...
Jun 23, 2025•48 min
With a looming shortage of 100,000 financial advisors, CPAs have a once-in-a-generation opportunity to fill the gap. By Rory Henry CFP®, BFA™ For CPA Trendlines As Teddy Roosevelt once said, “People don’t care how much you know until they know how much you care.” Roosevelt made that comment over a century ago, but it remains highly relevant today. For instance, when people ask me why more accountants are incorporating holistic finance services into their practices, I tell them it’s because they’...
Jun 23, 2025•47 min
Top minds in accounting push for systemic reform, more innovative tech, and a human-first workplace. Accounting Influencers with Rob Brown While many firms report strong financials and steady client demand, an urgent conversation is happening behind the scenes—one that questions whether traditional business models, outdated technology, and uninspiring career paths can sustain the future. More Rob Brown In this episode of Accounting Influencers, host Rob Brown convenes a powerhouse panel to unpac...
Jun 21, 2025•56 min
AICPA’s Peterson sounds the alarm for small firms. Gear Up for Growth With Jean Caragher For CPA Trendlines In a farewell interview on Gear Up for Growth , powered by CPA Trendlines, Carl Peterson, vice president of Small Firm Interests at the AICPA, shares hard-earned insights with Jean Caragher, president of Capstone Marketing, from his 14-year tenure - and sounds a call to action for the next generation of CPA firm leaders. Gear Up for Growth spotlights the best strategies for smart and efffi...
Jun 20, 2025•36 min
Silence, shame, and outdated policies still shape the profession—but we rise anyway. Accounting ARC With Liz Mason and Donny Shimamoto Center for Accounting Transformation In a stirring Pride Month episode of the Accounting ARC podcast, Liz Mason, CPA, and Donny Shimamoto, CPA.CITP, CGMA, confront what it really means to belong in a profession still wrestling with how to talk about identity. “Bringing your whole self to work is still a radical act,” says Shimamoto, founder and managing director ...
Jun 19, 2025•37 min
Compromise, party discipline, and presidential influence could make this bill one of the most impactful yet. Quick Tax Tip With Art Werner CPE Today When major tax reform is introduced, it's easy to assume the process is straightforward: the House writes a bill, the Senate reviews it, and Congress either passes or blocks it. But the truth is much messier—and much more interesting. On the Quick Tax Tip podcast, tax strategist and educator Art Werner walks listeners through the real political ches...
Jun 18, 2025•3 min
Attention CPAs and accounting pros! Are you ready to take your practice to the next level? Then it’s time to upgrade to CPA Trendlines PRO Membership —your all-access pass to premium insights, strategies, and tools designed just for YOU! Get exclusive access to over 7,000 articles, tools, and expert analyses —keeping you ahead of the curve in practice management, growth, and industry trends! Enjoy VIP perks! Be the first to get new content, receive special handling on orders, and unlock priority...
Jun 18, 2025•1 min
What's the best professional step in accounting? It's free, powerful—and you're probably not doing it. Accounting Influencers with Rob Brown Want to stand out in your firm? Build a loyal client base? Attract speaking gigs, promotions, or even media opportunities? In this episode of Accounting Influencers, the answer isn’t more certifications or hours—it’s writing. Publicly. Rob Brown makes a bold claim: writing publicly is the most effective, accessible move accounting professionals can make to ...
Jun 18, 2025•15 min
Abandon rigid roles and redefine success on your own terms. The Disruptors With Liz Farr Randy Crabtree believes the biggest shift accounting needs isn’t in technology or tax law—it’s in mindset. For decades, the profession has prized consistency and predictability. But in a time of demographic disruption and rapid innovation, Crabtree argues that clinging to “Same As Last Year” thinking is holding the profession back. “We have to embrace change,” he says. “This is a massive opportunity to start...
Jun 17, 2025•54 min
The Concierge CPA With Jackie Meyer For CPA Trendlines In this conversation, Dr. Jackie Meyer and Justin Baker delve into the intricacies of estate tax planning, discussing the current landscape of estate tax exemptions, the role of CPAs in estate tax planning, and the importance of proactive engagement with clients. More Jackie Meyer They explore the dynamics of unexpected estate tax bills and provide practical examples of how effective planning can lead to significant tax savings. The discussi...
Jun 16, 2025•52 min
What forces are really driving firm sales—and what separates the sellable from the stagnant? Accounting Influencers with Rob Brown The great reshuffle in accounting is underway. With three-quarters of the profession approaching retirement age and M&A activity reaching historic highs, many firm owners are asking the same question: What’s my practice worth? Brannon Poe, CPA, founder of Poe Group Advisors, joins the Accounting Influencers Podcast to offer a rare, inside look at how deals are be...
Jun 14, 2025•26 min
Can CPA firms still stay independent? Yes—but only if they get serious. Gear Up for Growth With Jean Caragher For CPA Trendlines In the latest episode of Gear Up for Growth, host Jean Caragher sits down with industry powerhouse Phil Whitman—CEO of Whitman Transition Advisors and founder of C-Suite Impact—to tackle one of the accounting profession’s biggest questions: Can CPA firms still thrive independently in the age of private equity and nonstop M&A? Whitman’s answer? A firm “yes”—but only...
Jun 13, 2025•46 min
You can serve brothels, cannabis firms, and poker pros—just don’t cross the legal line. Accounting ARC With Liz Mason and Byron Patrick Center for Accounting Transformation Accountants are often seen as the gatekeepers of financial integrity—but what happens when the client operates a strip club, sells cannabis, or works in legal sex work? In the latest episode of Accounting ARC , Liz Mason, CPA, and Byron Patrick,CPA.CITP, CGMA, challenge the idea that “sin” industries are off-limits for ethica...
Jun 12, 2025•38 min
Break down the strategy behind smart networking, brand building, and true ROI at live events. Accounting Influencers with Rob Brown Do you really know how to work a conference? Sure, you’ve been to plenty—shook hands, sat through sessions, grabbed some swag. But in an era when time, travel, and training budgets are tight, attending a conference without a strategy can cost you more than just money. It can cost you momentum. More Rob Brown In the latest episode of the Accounting Influencers Podcas...
Jun 11, 2025•15 min
“We don’t need a few companies doing everything perfectly, we need everyone doing something. That’s how real change happens.” MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines In this episode of MOVE Like This , Jennifer Harrity, director of Sustainability at Sensiba, talks about how B Corp certification and ESG (Environmental, Social, and Governance) frameworks are reshaping accounting firms from the inside out. Originally Sensiba’s head of marketing, Jennifer pivoted to lead the firm...
Jun 11, 2025•44 min
Representation isn't symbolic. It’s essential for the profession’s future. The Disruptors With Liz Farr Accounting pros Nancy McClelland, CPA, and Questian Telka, EA, are pulling back the curtain on what it really means to be a woman in the accounting world—with all the messy, maddening, and motivating moments that come with it. Their new podcast, She Counts, is more than just a talk show—it’s a movement. Aimed at ending the isolation so many women in accounting face, the show tackles taboo topi...
Jun 10, 2025•1 hr 4 min
Peek inside the firm powering real-time finance for 1,000+ companies with just 100 staff. The Concierge CPA With Jackie Meyer For CPA Trendlines In this episode of the Concierge CPA Podcast, Dr. Jackie Meyer interviews Matt Tait, founder and CEO of Decimal, a firm that leverages AI and technology to enhance accounting operations. Matt shares his journey from being a lawyer to creating a client-centric accounting experience, emphasizing the importance of technology in streamlining workflows and i...
Jun 09, 2025•53 min
The profession’s future belongs to those who step out of the back room and into the boardroom Accounting Influencers with Rob Brown Terrell Turner, CPA, co-founder of TLTurner Group, says the accounting profession is at a tipping point. In this episode of Accounting Influencers, Turner calls on accountants, bookkeepers, and CFOs to evolve from number-crunchers to strategic decision-makers. "We can no longer sit in the back room," he says. "We’ve got to come to the front line and get involved in ...
Jun 07, 2025•29 min
Self-awareness and self-reflection are key to discovering an authentic leadership style. Gear Up for Growth With Jean Caragher For CPA Trendlines In this episode of Gear Up for Growth , host Jean Caragher welcomes Carla McCall, managing partner of AAFCPAs and immediate past chair of the AICPA, for a candid conversation about one of the most pressing challenges facing the accounting profession: leadership succession. Gear Up for Growth spotlights the best strategies for smart and effficient growt...
Jun 06, 2025•34 min
