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CPA Trendlines Podcasts

CPA Trendlineswww.podomatic.com

Exclusive information. Extraordinary insight.

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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 advice, bold insights, and confidential access to exclusive intelligence and decision support.

You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed.

Facts. Figures. Insights. Implications.

Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends. 

We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities. 

We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives. 

Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour. 

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Episodes

Bill Reeb talks with Steven Sacks on Management in the COVID Era

CPA firms are ill-prepared for the new era of virtual, work-from-home partners and staff, according to Bill Reeb, a leading CPA firm practice consultant, in this conversation with CPA Trendlines contributor Steven Sacks. Management at all levels will need to adapt, Reeb says, requiring new processes and procedures. But more than anything, it requires new metrics of productivity. And, most of all, new habits. After a painful, wrenching re-positioning, Reeb says, firms will emerge stronger, more a...

Jul 27, 202032 min

Gabby Luoma on the Covid Crisis

Tax season turns into 'advisory season,' and a whole new niche is born. By CPA Trendlines Research Gabrielle Luoma, long one of the profession's leading innovators, says the future under COVID-19 belongs to the quick and the smart, in this exclusive video interview with CPA Trendlines. Firms will need to deploy new services to attract new clients who may have not realized that they needed a firm like yours but now do. In this conversation, Luoma talks about what's going on in the business, what'...

Jul 19, 202021 min

Zach Gordon, NYSSCPA Cannabis

By Liz Gold CannaBizCPA.PRO A strong network in cannabis, staying up-to-date on all the moving parts of legislation and reading constantly keeps Zach Gordon, CPA well-informed as co-practice leader of Janover LLC’s Cannabis Industry Practice Group. He’s also the chair of the New York State Society of CPAs’ Cannabis Industry Committee and planning the upcoming NYSSCPA’s 2019 Cannabis Conference in conjunction with the Foundation for Accounting Education. He’s taken on these leadership roles as a ...

Sep 12, 201928 min

[The Cannabis CPA] Ben Curren of Green Bits

Green Bits: Helping Cannabis Retailers Stay Compliant With Liz Gold cannabizcpa.pro at cpatrendlines.com After selling his former company, Outright, to GoDaddy in 2012, Ben Curren stayed at the company for a year and then started considering what he would do next. After listening to cannabis-related news and realizing the inventory problems that were emerging due to compliance, Curren got excited to tackle some of the issues plaguing many cannabis dispensaries. As a result, he jumped into the ca...

Jun 24, 201928 min

[The Cannabis CPA] Sean Robinson, Tebaja Consulting

Robinson targets fast-growing business sectors facing common problems. With Liz Gold http://www.CannaBizCPA.Pro at https//cpatrendlines.com For Sean Robinson, CPA, MBA, and founder of Tebaja Consulting LLC, his company is helping him answer a calling. Robinson spent a decade at Citigroup in various roles. During that time, he always had a fondness for his first role, which was managing several teams that supported and expedited the financial close process for private equity funds and venture cap...

Jun 22, 201923 min

[The Cannabis CPA] Cristina Garza, CannaComply

Keeping Cannabiz Clients in Compliance. New accounting technology is part of the package. With Liz Gold http://CannaBizCPA.Pro at https://cpatrendlines.com When Cristina Garza launched her cannabis accounting and payroll company, CannaComply, back in 2014, she wanted to make sure she understood the nuances and complexities of the industry. She did her homework.

Jun 22, 201916 min

[The Cannabis CPA] Matt Karnes, Greenwave Consultants

In a tsunami of institutional investors flooding the market, Karnes sees opportunity. By 2022, Matthew Karnes, CPA, said he expects every state in the country will have implemented either a medical-only or a fully legal cannabis market to reach $35 billion in retail sales. Karnes is founder of GreenWave Consultants, one of the industry's leading Wall Street analysts. With Liz Gold http://www.CannaBizCPA.Pro at https://cpatrendlines.com More: https://cpatrendlines.com/2019/06/15/the-cannabis-cpa-...

Jun 22, 201921 min

[The Cannabis CPA] Laura Durham, Kind Accounting

Required of clients: a legal bank account or detailed cash logs. With Liz Gold http://cannabizcpa.pro | https://cpatrendlines.com A proponent of marijuana since college, Laura Durham, CPA, went into private industry after a stint at Arthur Andersen. She worked at a beef company, a software company and later at a manufacturing company. It was during this time the course of her life changed. Recently divorced, with primary custody of two children, she found herself overwhelmed by the demands of fu...

Jun 21, 201928 min

[The Cannabis CPA] Rich Wortmann, Leading the Way in Pa.

Rich Wortmann is proud of his cannabis clients. And he's leading the way in Pennsylvania, helping clients navigate tax, banking, and other complicated business issues. His word of advice for them? Hire a CPA at the beginning. Liz Gold caught up with Rich at MJBizCon Next in New Orleans to talk about his growing cannabis practice.

May 21, 201816 min
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