Technologies like AI and Web3 could eventually unlock blockchain’s full potential. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Is blockchain dead? In a thought-provoking Accounting ARC, hosts Liz Mason, CPA, and Donny Shimamoto, CPA.CITP, CGMA; and Byron Patrick, CPA.CITP, CGMA; tackle the pressing question and brainstorm other blockchain applications. The short answer is no—but the landscape has changed. MORE Accounting ARC: What Gen Z ...
May 01, 2025•23 min
Mental load includes the invisible cognitive effort that goes into even the smallest tasks—and it’s constant. MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines In the latest episode of MOVE Like This, Tricia Bencich, Inclusion and Social Responsibility Associate Director at Moss Adams, returns to the show to tackle a topic that resonated deeply with attendees of the 2024 MOVE Mini Summit: mental load. With more than 1,000 attendees at her session alone, it’s clear that the idea of “inv...
Apr 30, 2025•33 min
Despite uncertainties, accountants have an opportunity to lead clients with confidence, expertise, and a forward-looking strategy. Quick Tax Tip With Art Werner CPE Today In the latest episode of Quick Tax Tip, seasoned tax expert Art Werner brings a refreshing perspective: optimism. Click here for more Art Werner Even amid constant regulatory changes, economic fluctuations, and the looming possibility of new tax legislation, Werner argues that tax professionals have never been better positioned...
Apr 30, 2025•4 min
"If you can’t afford fair salaries, it’s time to fix your machine—not squeeze your people." The Disruptors With Liz Farr Like many accountants, Dominic Piscopo, the founder of Big4Transparency.com, was frustrated by the lack of transparency in salary data. “I’d found it really, really frustrating trying to get good quality data on what to expect, looking ahead for my salary,” Piscopo explains. Before creating the platform, Piscopo discovered his firm offered the lowest starting salaries in his c...
Apr 29, 2025•1 hr 2 min
Pivotal incentives, like cost segregation studies and energy credits, can revolutionize accounting firm service models. The Concierge CPA With Jackie Meyer For CPA Trendlines In the latest episode of The Concierge CPA, host Dr. Jackie Meyer sits down with Heidi Henderson, executive vice president of Engineered Tax Services (ETS), to discuss elevating accounting practices through specialty tax incentives and advisory partnerships. More Jackie Meyer Henderson, a self-proclaimed “reformed accountan...
Apr 28, 2025•49 min
"Your top clients are your competitors' top prospects. Are you showing up as their trusted advisor?" Accounting Influencers with Rob Brown How well-equipped is the accounting profession to handle rapid technological advancements and a changing workforce? Are firms ready to embrace the future or stuck in outdated models? More Rob Brown Rob Brown hosts an expert panel featuring Angie Grissom, co-owner of The Rainmaker Companies; Itamar Jobani, CEO of PayEM; Todd Robinson, director of practice enga...
Apr 26, 2025•53 min
Uncover growth hidden in plain sight. Gear Up for Growth With Jean Caragher For CPA Trendlines In the latest Gear Up for Growth, host Jean Caragher, president of Capstone Marketing, sits down with Wade Clark, associate director-sales programs at Moss Adams and author of "Simplifying Complex Sales." Their conversation delivers two critical messages for CPAs and firm leaders: the necessity of consistent account development and the strategic use of the Four Catalysts to uncover new opportunities. G...
Apr 25, 2025•41 min
The future is watching. Accounting ARC With Arpan Grewal Center for Accounting Transformation In the latest Student Led Conversations episode of Accounting ARC, high school student Arpan Grewal hosts a dynamic dialogue with ESG Advisory senior manager Tiffany Huey from BPM, showing how accounting is becoming a surprising tool for tackling global challenges like climate change and social equity. MORE Accounting ARC: Firm Differentiation Depends Upon Client Service | Ron Baker: Surviving Tariff Tu...
Apr 24, 2025•33 min
Start with proactive planning instead of reactive reporting. Quick Tax Tip With Art Werner CPE Today As tax season winds down and the dust settles, many CPAs are eager for a breather. But in the latest Quick Tax Tip with Art Werner podcast, the seasoned tax educator offers a powerful—and timely—reminder: now is not the time to coast. Instead, it's the perfect opportunity to pivot from tax historian to tax strategist. Click here for more Art Werner Drawing on decades of experience and his tradema...
Apr 23, 2025•2 min
"Too often, we're stepping over dollars to pick up pennies." The Disruptors With Liz Farr By age 25, Debbie Kilsheimer was already disrupting the traditional accounting mindset. At her first job, she questioned why clients were billed by the hour when speed and efficiency weren’t rewarded. “The smarter I get, the more efficient I become, the less you make,” she told her boss. “I don’t understand that. Plus, the clients don’t know what anything will cost—so they’re afraid to call.” MORE PODCASTS ...
Apr 22, 2025•1 hr 25 min
Optimizing the client experience is the real key to growth and profitability. The Concierge CPA With Jackie Meyer For CPA Trendlines On a recent episode of The Concierge CPA, Liscio founder and CEO Chris Farrell joins host Jackie Meyer to challenge the conventional wisdom about workflow systems in accounting. His core message? Firms don’t just need better systems—they need a client-first approach to technology. "Most of the problems firms are facing stem from one thing," said Farrell, a CPA and ...
Apr 21, 2025•49 min
“Accounting isn’t a ‘fake it till you make it’ job." MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines In a recent episode of Move Like This , Ashley Kostos, sales manager at Accountests , joined host Bonnie Buol Ruszczyk to explore how data-driven assessments are helping accounting firms hire smarter, retain top talent, and create clearer career paths. With ongoing staffing shortages and high turnover across the industry, testing may be the tool firms didn’t know they needed. More MOV...
Apr 18, 2025•33 min
Raising the bar on client service doesn’t mean sacrificing all your time. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Technology has changed how firms operate, but relationships—and setting clear expectations—remain central to client satisfaction. In a recent episode of Accounting ARC, co-hosts Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, tackled a pressing issue: how the accounting profession can e...
Apr 17, 2025•40 min
Without the right strategy, even the best intentions can go to waste. Quick Tax Tip With Art Werner CPE Today Charitable giving can be a powerful tool for clients seeking tax advantages and for ensuring their donations are used wisely. Yet, many clients—and even some professionals—remain unaware of one of the most accessible vehicles for achieving these goals: donor-advised funds. Click here for more Art Werner “The average client has no idea that a donor-advised fund exists,” Werner says. “And ...
Apr 16, 2025•4 min
Expand capabilities, boost client satisfaction, and build thriving businesses—without sacrificing independence. The Disruptors With Liz Farr Dave Kersting, founder and CEO of Capovario, is disrupting the status quo firm structure by introducing co-firming. While he and Tanya Schulte, owner of The Profit Constructors, started on the co-firming path in a contractor-subcontractor relationship, they quickly realized they wanted more. “...we want to win together, and we want to lose together,” Kersti...
Apr 15, 2025•49 min
Explore the rising threat of national debt, future tax hikes, and how Americans can prepare. The Concierge CPA With Jackie Meyer For CPA Trendlines The U.S. is hurtling toward an economic reckoning, and most Americans are dangerously unprepared. That’s the warning delivered in the latest episode of The Concierge CPA podcast, where host Jackie Meyer sits down with financial planning expert David Spence, CPA, CFP, CLU, PFS, to unpack how today’s economic decisions could impact tomorrow’s taxpayers...
Apr 14, 2025•47 min
“If you think change is hard, try not changing and see what happens.” Accounting Influencers with Rob Brown In part one of this Accounting Influencers podcast, special guest Hannah Munro, managing director of transformation consultancy with ITAS and host of the CFO 4.0 podcast, joins the conversation to unpack the realities of change and transformation in today’s volatile world. More Accounting Influencers with Rob Brown here Munro makes one thing clear: change is no longer a future event to pla...
Apr 12, 2025•25 min
Hall of Fame leaders share the lessons, mistakes, and trends shaping the future of firm growth. Gear Up For Growth With Jean Caragher For CPA Trendlines In a special episode of Gear Up for Growth, four Hall of Fame members from the Association for Accounting Marketing (AAM) reunite to reflect on how accounting marketing evolves—and to deliver advice for today’s growth leaders. Host Jean Caragher, president of Capstone Marketing, is joined by Brian Falony, retired accounting marketing executive; ...
Apr 11, 2025•56 min
Shaky markets. Panicky clients. Accountants, it’s your time to shine. Accounting ARC With Liz Mason Center for Accounting Transformation President Donald Trump’s tariff announcement has sent shockwaves through the business community—and accountants are on the frontlines of the fallout. In the latest Accounting ARC podcast, Liz Mason, CPA, and Ron Baker, CPA (inactive), analyze the implications of Trump’s decision to impose a 10% blanket tariff on all imports, alongside a dramatic 54% tariff on g...
Apr 10, 2025•50 min
Unlock the full value of charitable contributions with one of the tax code's most underused tools. Quick Tax Tip With Art Werner CPE Today What if you could give more, support your favorite causes for years to come, and still walk away with a sizable tax deduction—all in one smart move? Click here for more Art Werner That’s the opportunity donor-advised funds (DAFs) present, and the latest Quick Tax Tip brings clarity to a concept many donors and advisors overlook. “A donor-advised fund, by itse...
Apr 09, 2025•3 min
The real value of accounting isn’t in the numbers but in the conversations we’re not having. The Disruptors With Liz Farr Liz Scott, like many other Disruptors, prefers keeping her firm small. “I did try and grow my firm to this million-dollar firm. And I found myself in a spot where I was managing 10 team members, and that's all that I had time for,” she recalls. “So I wasn't able to do the thing that I actually really love, which is the tech development. I love that piece.” MORE PODCASTS and V...
Apr 08, 2025•1 hr 5 min
"Every problem looks big from a distance, and every opportunity looks small." The Concierge CPA With Jackie Meyer For CPA Trendlines For many, the road to success is paved with incremental progress. For Divakar Vijayasarathy, it was forged through sheer resilience, entrepreneurial grit, and an unyielding vision. In the latest episode of The Concierge CPA podcast, host Jackie Meyer sits down with the founder and CEO of DVS Advisory Group to discuss his inspiring journey from the slums of Chennai ...
Apr 07, 2025•53 min
“Vulnerability takes courage, but it is the foundation of authentic leadership.” Accounting Influencers with Rob Brown In this episode of the Accounting Influencers Podcast , Rob Brown hosts John Fenton, former managing partner at BDO USA, leadership consultant, and “CEO Sensei.” Drawing from his experiences in accounting, athletics, and martial arts, Fenton unpacks the essence of effective leadership. He highlights the importance of self-awareness, mindset, and resilience, offering practical ti...
Apr 06, 2025•34 min
"True inclusion isn’t about lowering standards; it’s about removing barriers so talent can rise." MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines In an era where diversity, equity, and inclusion (DEI) have become increasingly politicized, the accounting profession faces a defining moment. With a growing talent shortage and increasing client demands, firms cannot afford to lose qualified professionals. Yet, some are scaling back DEI efforts, failing to recognize that inclusion is not ...
Apr 04, 2025•39 min
If visions of the new administration come to fruition, the IRS could also be on the chopping block. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation In a recent episode of Accounting ARC, hosts Donny Shimamoto, CPA.CITP, CGMA; Liz Mason, CPA; and Byron Patrick, CPA.CITP and CGMA explore the provocative question, "What if the IRS was shut down?" This discussion aligns with current political movements considering the downsizing or elimination o...
Apr 03, 2025•23 min
Unpacks the basics—and the big misses—of capital gains planning. Quick Tax Tip With Art Werner CPE Today Many accounting professionals may recall the concept of tax loss harvesting from their very first income tax course. But this seemingly elementary strategy can have powerful implications—and far too many practitioners and clients are overlooking it. Click here for more Art Werner “Each year, clients walk into offices with their 1099s in hand, showing large capital gains,” Werner explains. “At...
Apr 02, 2025•4 min
Don't be a vending machine for tax compliance. The Disruptors With Liz Farr Ashley Francis wants accountants to value their time and expertise. “I want accountants to stop thinking of themselves as just vending machines for tax knowledge and vending machines for tax compliance,” she says. “I'm not the default. You put a quarter in me, and I'm going to spit out an answer.” MORE PODCASTS and VIDEOS: Richard Roppa-Roberts: Collaboration Over Competition | Ira Rosenbloom: M&A Numbers Are Easy - ...
Apr 01, 2025•1 hr 3 min
Predict future cash flows effortlessly with Microsoft Excel’s Forecast ETS function. Quick Tech Talk With Steve Yoss CPE Today Dive into one of Excel’s most powerful yet underutilized tools: the Forecast ETS function. Whether you're an accountant, financial analyst, or business owner, this function can transform the way you approach budgeting and forecasting—making predictions faster, smarter, and more accurate. MORE STEVE YOSS MORE TECH With just a few clicks, Forecast ETS allows you to project...
Mar 31, 2025•2 min
"Embrace change and keep filling your tool belt with the best technology out there." Accounting Influencers with Rob Brown Jim Bourke, a recognized leader in accounting technology and a partner at Withum, shares his insights on the rapid transformation of the accounting profession in a recent episode of the Accounting Influencers podcast. With decades of experience advising firms on technology adoption, Bourke discusses how artificial intelligence (AI), cloud computing, and regulatory changes ar...
Mar 29, 2025•30 min
Doing great work is no longer enough to ensure client retention. Sponsored by "TurboCharge Your Profits: How to Thrive in the New Economy," by Frank Stitely, CPA, CVA – See Today’s Special Offer With Jean Caragher For CPA Trendlines In a rapidly shifting business landscape, professional services firms face increasing pressure to develop new business while maintaining client loyalty. In a recent Gear Up for Growth episode hosted by Jean Caragher of Capstone Marketing, guest Matt Dixon shares insi...
Mar 28, 2025•48 min
