“Politics affects tax laws, compliance, and financial decisions. We can’t afford to ignore it." Transformation Talks With Donny Shimamoto Center for Accounting Transformation Politics and business have always been intertwined, but today’s climate of deep division presents new challenges for accounting professionals. Whether discussing tax policy, compliance, or broader economic issues, accountants often find themselves in conversations that can quickly become contentious. MORE TRANSFORMATION TAL...
Mar 27, 2025•48 min
What do tax pros need to know about the uncertainty in Washington? Quick Tax Tip With Art Werner CPE Today With tax season in full swing, CPAs and tax professionals are juggling client returns and a rapidly shifting tax landscape. In the latest Quick Tax Tip, Art Werner joins Rick Telberg of CPA Trendlines to dissect the state of tax policy, IRS challenges, and how accountants can turn uncertainty into opportunity. Click here for more Art Werner From looming IRS layoffs to the evolving role of t...
Mar 26, 2025•31 min
Find your community; find your people. The Disruptors With Liz Farr Richard Roppa-Roberts created Roundtable Labs by accident. He had just started his consulting firm, Quasar Cowboy, “and I had one spot available for a new client, and I had nine prospects, and I didn't know what to do,” Roppa-Roberts explains. “I was new at this whole thing, and I'm like, Well, I'm gonna put them all in a room together and see what shakes out. And what shook out was the first cohort of Roundtable Labs.” MORE POD...
Mar 25, 2025•1 hr 18 min
Make smarter decisions with the right data tools in Excel, Power BI, and Tableau Quick Tech Talk With Steve Yoss CPE Today Data visualization isn’t just about making numbers look good—it’s about telling a story. Whether you’re working in Microsoft Excel, Power BI, or Tableau, the chart you choose can completely change the way you interpret and communicate your data. But are you using the right one? MORE STEVE YOSS MORE TECH This episode of Quick Tech Talks breaks down the power of different char...
Mar 24, 2025•2 min
Utilize new tech to level up thought leadership and advisory services. Gear Up for Growth With Jean Caragher For CPA Trendlines The latest episode of Gear Up for Growth , hosted by Jean Caragher of Capstone Marketing and powered by CPA Trendlines, featured an insightful discussion with Becky Livingston, founder and CEO of Penheel Marketing, on the role of artificial intelligence (AI) in CPA firm marketing. The conversation centered around two key takeaways: AI’s ability to enhance thought leader...
Mar 21, 2025•44 min
"We’ve underestimated how quickly AI is changing our profession." Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation In a world where artificial intelligence is rapidly evolving, agentic AI is emerging as a powerful tool that could redefine the accounting profession. Unlike traditional AI applications, agentic AI doesn’t just respond to prompts—it actively coordinates multiple AI models to complete complex workflows. But is this a breakthrough ...
Mar 20, 2025•33 min
Retirement planning isn't just about saving - it's about strategy. Quick Tax Tip With Art Werner CPE Today With tax laws constantly evolving, finding the right balance between financial planning, tax reduction, and compliance with the Internal Revenue Code can feel like a moving target. Fortunately, powerful opportunities are available in 2025 to maximize your retirement savings while minimizing your tax burden. Click here for more Art Werner For instance, contribution limits to 401(k)s have sig...
Mar 19, 2025•3 min
Don't be afraid to try new ideas or plans--or afraid to fail. The Disruptors With Liz Farr Luke Templin believes that CAS – Client Advisory Services – will be the key to success as an accountant in the future. Not only is it an effective recruiting and retention tool for staff, but “it’s an attractive offering to clients,” he says. “If you were to talk to most entrepreneurs on what they want, most of them are going to want some sort of proactive advice on the numbers,” and not just the basics of...
Mar 18, 2025•49 min
"It’s a five-year degree for accounting versus four years for finance, and finance graduates often earn more." Accounting Influencers with Rob Brown As technology reshapes the accounting landscape, professional qualifications must evolve to keep pace. In a compelling episode of the Accounting Influencers Podcast , Brian Hock, founder of HOCK International, argues that accounting certifications and qualifications are more important than ever in an era of automation and artificial intelligence. Co...
Mar 17, 2025•47 min
Bring complex financial data to life with advanced visualization techniques. Quick Tech Talk With Steve Yoss CPE Today Financial statements can be difficult for non-accounting professionals to interpret. Balance sheets and cash flow statements often contain crucial information, yet they remain inaccessible to many decision-makers. Enter Microsoft Power BI—a business intelligence and visualization tool that transforms structured financial data into interactive, easy-to-understand dashboards. MORE...
Mar 17, 2025•2 min
Mark Koziel calls for CPA firm transformation amid industry disruption. Gear Up for Growth With Jean Caragher Capstone Marketing Mark Koziel, newly appointed president and CEO of the Association of International Certified Professional Accountants (AICPA & CIMA), recently appeared on the Gear Up for Growth podcast, reflecting on his tenure as CEO of Allinial Global and the challenges facing the accounting profession. Koziel, who spent 14 years in leadership roles at AICPA before joining Allin...
Mar 14, 2025•39 min
Study finds job embeddedness, not engagement, drives retention. Know-How Korner With Donny Shimamoto Center for Accounting Transformation A new study by Dr. Amy Cooper, CPA, CFE, CGMA, an assistant accounting professor and program director at University of Alaska Fairbanks, challenges conventional wisdom, revealing that job embeddedness—not engagement—is the key to keeping accountants in public firms. MORE: Donny Shimamoto “I assumed smaller firms would foster stronger embeddedness, but my resea...
Mar 13, 2025•34 min
Progressive firms are the key to the future of the profession. The Disruptors With Liz Farr The world of M&A is full of disruption, distraction, and disorientation these days, says Ira Rosenbloom, CEO of Optimum Strategies. While the headlines focus on private equity’s increasing role in CPA firm acquisitions, two new types of acquirers are playing a bigger role: Family offices and wealth management. MORE PODCASTS and VIDEOS: Roman Villard: Ditch the Suit & Shine | Monique Swansen: Align...
Mar 11, 2025•58 min
Transform your workday with generative AI and discover practical ways to save time. Quick Tech Talk With Steve Yoss CPE Today Generative AI tools are revolutionizing how we approach work, offering practical, efficient, and innovative solutions for professionals across industries. If you haven’t explored tools like OpenAI’s ChatGPT or Anthropic’s Claude, now is the time to dive in. These cutting-edge technologies are as accessible as they are powerful, requiring no special training—just your abil...
Mar 10, 2025•2 min
Leaders must empower others, share leadership, and foster an inclusive culture to ensure long-term success. Gear Up for Growth With Jean Caragher For CPA Trendlines In a rapidly evolving profession where mergers, acquisitions, and private equity investments dominate headlines, many CPA firms face a critical choice: sell, merge, or remain independent. For firms determined to chart their own course, leadership is the key to survival and success. Gear Up for Growth spotlights the best strategies fo...
Mar 07, 2025•35 min
“I’d go through cancer again before I’d go back to not having confidence.” Accounting ARC With Arpan Grewal Center for Accounting Transformation When Kelly Mann left her public accounting job, she had no clients, no roadmap, and no guarantee of success. But what she did have was a vision—and a willingness to take risks. Today, she is the CEO of AuditMiner, a groundbreaking software company that simplifies 401(k) audits for CPA firms across the country. MORE Accounting ARC: Are We Ready for the H...
Mar 06, 2025•34 min
Dress for the job you want, not the job you have - yes, seriously. The Disruptors With Liz Farr Traditional accounting firms are undergoing a seismic shift, and at the forefront of this transformation is Roman Villard, founder of Full Send Accounting. In this episode of The Disruptors podcast, Liz Farr sits down with Villard to explore his unconventional approach to running an accounting and data consultancy. From redefining firm culture to embracing technology, Villard shares how his firm is re...
Mar 04, 2025•1 hr 4 min
Adopting these tools will define future success in the profession. Accounting Influencers with Rob Brown Randy Johnston, a pioneer in fintech and technology for accounting, shares his insights on the rapid evolution of artificial intelligence (AI) with a deep dive into its history and future potential. Johnston traces AI’s roots back to Alan Turing's groundbreaking work in the 1950s and walks listeners through decades of milestones, from the first neural networks to OpenAI's ChatGPT. More Accoun...
Mar 03, 2025•31 min
Stopping cyber threats before they start begins with adopting one essential email habit today. Quick Tech Talk With Steve Yoss CPE Today In today’s digital age, email continues to be a critical tool for communication—but it’s also a leading gateway for cyber threats such as malware, ransomware, and financial scams. For professionals, this makes email not only a convenience but also a significant risk factor. MORE STEVE YOSS MORE TECH Exclusively for PRO Members. Log in here or upgrade to PRO tod...
Mar 03, 2025•2 min
Innovation, AI, and next-gen leaders must successfully adapt to constantly changing landscapes. Accounting Influencers with Rob Brown The accounting profession stands at a crossroads, faced with technological disruption, shifting business models, and an evolving workforce. In a recent episode of the Accounting Influencers podcast, industry leaders Bobby Lane, CEO of Factotum; Tony Szczepaniak, CEO of LEA Global; and Rick Richardson, CEO & Founder of Richardson Media & Technologies, engag...
Mar 01, 2025•59 min
Focus on your clients...or someone else will. Gear Up for Growth With Jean Caragher For CPA Trendlines Bill Sheridan, chief communications officer at the Maryland Association of CPAs, believes CPA firms must embrace change to stay competitive. As technology automates compliance work, firms that focus on client advisory services will be the ones that thrive. “Our clients’ expectations are changing, and they are looking for more than just traditional compliance services,” Sheridan says. “The firms...
Feb 28, 2025•36 min
“Without AI literacy, we’re all at risk.” Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Artificial intelligence is revolutionizing accounting, automating everything from bookkeeping to tax preparation. But as AI advances, accountants must ask: Can we trust it? In this Accounting ARC episode, Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP, CGMA; and Liz Mason, CPA, explore the growing risks AI poses to the profession, including de...
Feb 27, 2025•38 min
Make the most of financial contributions. Quick Tax Tip With Art Werner CPE Today When it comes to charitable giving, many people think of writing an annual check to their favorite nonprofit. However, strategic charitable planning is much more than just making a yearly donation—it’s about aligning generosity with effective tax strategies to maximize impact while benefiting both the donor and the recipient. Get more Art Werner at cpatrendlines.com here: https://cpatrendlines.com/author/art-werner...
Feb 26, 2025•2 min
Do the work that fulfills you. The Disruptors With Liz Farr Cannabis accounting is not for the faint of heart, says Monique Swansen, owner of Accounting for Green, which provides accounting services to cannabis businesses. First, there’s a big inventory component, so “if you're an accounting professional that does not want to deal in inventory, cannabis is not your space,” Swansen says. Cannabis inventory is further complicated by Federal law, which disallows tax deductions for anything but the ...
Feb 25, 2025•53 min
Engaging staff in proactive fraud detection can be critical in spotting issues early. Quick Tech Talk With Steve Yoss CPE Today Fraud detection isn’t just the responsibility of leadership—it’s a team effort. One of the most effective ways to safeguard your firm and clients from fraud is to empower your staff with the knowledge and awareness needed to recognize red flags. In the latest episode of Quick Tech Talks , the importance of this often-overlooked topic is explored in detail, offering prac...
Feb 24, 2025•2 min
Failure to address corporate climate can critically impact talent recruitment and retention. With Jean Caragher For CPA Trendlines Amy Vetter, CEO of the B3 Method Institute, discusses how accounting firms can transform workplace culture, reduce stress, and empower leaders to create a thriving work environment on the latest Gear Up for Growth episode. “A thriving workplace culture starts with strong leadership, clear communication, and a commitment to values,” Vetter says. “When leaders empower ...
Feb 21, 2025•38 min
“It’s not about what’s happening today, but about staying ahead of what’s coming next.” Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation “Without research, we’re just guessing,” says Donny Shimamoto, CPA.CITP, CGMA, setting the tone for a compelling discussion on the latest episode of Accounting ARC. Alongside fellow thought leaders Liz Mason, CPA, and Byron Patrick, CPA.CITP, CGMA, Shimamoto explores the vital role of research in modernizing...
Feb 20, 2025•25 min
Look for silver linings in tough situations. Quick Tax Tip With Art Werner CPE Today With tax season in full swing, many accountants are deep in the trenches, sorting through clients’ paperwork and preparing returns. While proactive tax planning is ideal, there are still opportunities to help clients optimize their tax situation—even in February and March. Tax expert Art Werner stresses that while year-end planning is crucial, tax professionals can still take strategic steps to ensure clients do...
Feb 19, 2025•2 min
Meet your clients where they are. The Disruptors With Liz Farr When Tina McGill, founder of MMAS CPA , transitioned from working as an assistant CFO at a university to public accounting, she first noticed “how segmented we were from the client experience.” She was delivering the data the partners told her needed to be delivered, “But the client didn't necessarily understand what I was delivering.” For seven years, in her conversations with clients, she followed the “checklist of what I'm suppose...
Feb 18, 2025•1 hr 11 min
Level up your skills with powerful lookup formulas. Quick Tech Talk With Steve Yoss CPE Today For professionals wrestling with massive datasets, finding specific information in Excel can feel like searching for a needle in a haystack. Whether it’s a customer ID, transaction number, or check number, pinpointing related details like totals, names, or dates can be daunting without the right tools. Enter Excel's powerful lookup formulas. MORE STEVE YOSS MORE TECH Exclusively for PRO Members. Log in ...
Feb 17, 2025•2 min
