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CPA Trendlines Podcasts

by CPA Trendlines

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 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. 

Latest episodes

Showing 20 · updated from the feed

Jeane Hardy: Work You Don't Track Could Be Holding Your Firm Back | It's Not Just the Numbers

Overlooked client requests and undocumented know-how can distort pricing, strain teams, and limit advisory growth. It's Not Just the Numbers With Penny Breslin and Damie

Oct 23
48 min

Caitlynn Eldridge: Some Build Smaller Firms to Make Room for Bigger Lives | Accounting Conversations

Recurring revenue, client boundaries, and an entrepreneurial mindset helps shape a career around family. Accounting Conversations With Chayton Farlee Center for Accounti

Oct 22
37 min

Tim Brackney: Scaling with Soul | Big 4 Transparency

“This isn’t a flash in the pan. This is an actual structural change in the profession.” Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines Private equity in

Oct 21
43 min

Nick Boscia: More Clients. More Hours. Less Happiness. | The Disruptors

Burnout pushed him to rethink growth, rebuild his processes, and make room for a better life. The Disruptors With Liz Farr For CPA Trendlines  When Nick Boscia joined h

Oct 20
55 min

Buying AI Is Easy. Rebuilding the Firm Is Hard. | Accounting Voices

Leaders reveal a widening gap between adopting new capabilities and building firms that can use them effectively. Accounting Voices With Rob Brown A firm buys powerful

Oct 17
14 min

Trent Yesberg: How AI Re-Builds Accounting Firms | It's Not Just the Numbers

Nontechnical teams can use AI-built scripts to automate repetitive work, reclaim valuable time, and turn an accounting firm’s operational problem into a marketable produc

Oct 16
45 min

The AI Demo Is Easy. The Rollout Gets Complicated. | Innovation Insights

Building an accounting tool with AI is only the beginning of making it useful, secure, and sustainable. Innovation Insights With Donny Shimamoto and Byron Patrick Center

Oct 15
42 min

Kassi Rushing: Your Culture Is What You Reward | The Disruptors

Leaders must align everyday decisions with the flexibility, innovation, and growth they promise employees. MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines Re

Oct 14
44 min

David Marquis: AI Can Do More Work But Auditors Still Make the Call | The Disruptors

A five-layer “AI trust stack” helps auditors put AI to work while keeping professional judgment at the center. The Disruptors With Liz Farr For CPA Trendlines As AI tak

Oct 13
56 min

The Quiet Fear Behind Accounting’s Growing Divide | Accounting Voices

Leaders face growing questions about influence, identity, and professional relevance. Accounting Voices With Rob Brown An accounting firm can keep its clients, meet its

Oct 10
12 min

Your Next Hire Might Not Be an Accountant | It's Not Just the Numbers

An AI engineer can help accounting teams tackle bottlenecks, streamline workflows, and build capacity. It's Not Just the Numbers With Penny Breslin and Damien Greathead

Oct 9
37 min

Hannah Hood and Joey Kinney: Your Accounting Career Starts Before Your First Job Offer | Accounting Conversations

Practical experience, thoughtful questions, and strong communication help students build careers that reach beyond the classroom. Accounting Conversations With Chayton F

Oct 8
53 min

Loyalty Tax: Accounting's Lose-Lose Incentive System | Big 4 Transparency

Employees lose stability and firms lose money through churn Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines A growing body of compensation data suggests t

Oct 7
12 min

Karen Reyburn: Use Your Creativity as a Competitive Advantage | The Disruptors

Curiosity, problem-solving, and creative habits help strengthen marketing, improve client experiences, and bring more humanity to an AI-driven profession. The Disruptors

Oct 6
1 h 05 min

Would You Fire Your Firm as a Client? | Accounting Voices

Technology, consolidation, and changing expectations expose weaknesses in business strategies. Accounting Voices With Rob Brown Accountants help clients plan for growth

Oct 3
11 min

How to Survive Tax Season Without Burning Out Your Teams | It's Not Just the Numbers

The expectation that tax preparation can happen instantly is creating real pressure. It's Not Just the Numbers With Penny Breslin and Damien Greathead For CPA Trendlines

Oct 2
41 min

Who's Qualified to Advise? | ARC

ARC hosts debate credentials, accountability, and the risks of advice that exceeds a provider’s expertise. Accounting ARC With Liz Mason, Donny Shimamoto, and Byron Patr

Oct 1
47 min

Randy Crabtree: What if Vulnerability's What Leaders Need Most? | MOVE Like This

When leaders admit they don’t have all the answers, they create room for others to contribute. MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines Research Rand

Sep 30
39 min

Logan Graf: Build a Modern Accounting Business, Not a Job | The Disruptors

"People don't want to work themselves to death for a third of the year." The Disruptors With Liz Farr For CPA Trendlines Logan Graf, owner of The Graf Tax Co and founde

Sep 29
55 min

Jaimie Nichols: She Left Firm Life. Two Years Later, She Works Less Than 20 Hours a Week. | Big 4 Transparency

"I make more money now, but more importantly, I'm not miserable." Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines Jaimie Nichols expected her accounting p

Sep 28
40 min

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