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CPA Trendlines Podcasts - Podcast

CPA Trendlines Podcasts

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. 

News Finance Business News
Update frequency
every day
Average duration
33 minutes
Episodes
508
Years Active
2018 - 2025
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Meet Your New Boss: Gen Z Is Already Reshaping Accounting Firms | Accounting Influencers

Meet Your New Boss: Gen Z Is Already Reshaping Accounting Firms | Accounting Influencers

Zoomers expect clarity, equity, and purpose—and they’re not afraid to walk if firms don’t deliver. Accounting InfluencersWith Rob BrownBy 2025, one in 10 managers will be from Generation Z. That’s ri…
00:15:34  |   Sat 06 Sep 2025
4ImpactData: 10X Your Advisory. Not Your Headcount.

4ImpactData: 10X Your Advisory. Not Your Headcount.

Stop reacting. Start Guiding. Move from Historian to Navigator with an AI-powered Business GPS platform purpose-built for growing CPA firm advisory.The traditional advisory model wasn’t built to scal…
00:00:40  |   Sat 06 Sep 2025
Steven Ladd: Advisory Starts with Empathy, Not Expertise | It's Not Just the Numbers

Steven Ladd: Advisory Starts with Empathy, Not Expertise | It's Not Just the Numbers

By starting with conversations and clean books, accountants can deliver clarity, confidence, and real results.It's Not Just the NumbersWith Penny Breslin and Damien GreatheadFor CPA Trendlines When a…
00:37:53  |   Fri 05 Sep 2025
4ImpactData: 10X Your Advisory. Not Your Headcount.

4ImpactData: 10X Your Advisory. Not Your Headcount.

Stop reacting. Start Guiding. Move from Historian to Navigator with an AI-powered Business GPS platform purpose-built for growing CPA firm advisory.The traditional advisory model wasn’t built to scal…
00:00:40  |   Fri 05 Sep 2025
4ImpactData: 10X Your Advisory. Not Your Headcount.

4ImpactData: 10X Your Advisory. Not Your Headcount.

Stop reacting. Start Guiding. Move from Historian to Navigator with an AI-powered Business GPS platform purpose-built for growing CPA firm advisory.The traditional advisory model wasn’t built to scal…
00:00:40  |   Fri 05 Sep 2025
Jay Schwedelson: Stop Playing It Safe | Gear Up For Growth

Jay Schwedelson: Stop Playing It Safe | Gear Up For Growth

Four key strategies show how firms can lead with value, optimize for AI, test strategies, and show more humanity to win clients.Gear Up for GrowthWith Jean CaragherFor CPA Trendlines“Firms can’t affo…
00:44:26  |   Fri 05 Sep 2025
4ImpactData: 10X Your Advisory. Not Your Headcount.

4ImpactData: 10X Your Advisory. Not Your Headcount.

Stop reacting. Start Guiding. Move from Historian to Navigator with an AI-powered Business GPS platform purpose-built for growing CPA firm advisory.The traditional advisory model wasn’t built to scal…
00:00:40  |   Thu 04 Sep 2025
Bootleggers, Baptists, and CPAs: Rethinking Licensure in the Profession | ARC

Bootleggers, Baptists, and CPAs: Rethinking Licensure in the Profession | ARC

The accounting profession faces a reckoning as leaders debate whether CPA licensure protects the public—or stifles innovation and diversity.Accounting ARCWith Byron Patrick and Donny ShimamotoCenter …
00:50:55  |   Thu 04 Sep 2025
4ImpactData: 10X Your Advisory. Not Your Headcount.

4ImpactData: 10X Your Advisory. Not Your Headcount.

Stop reacting. Start Guiding. Move from Historian to Navigator with an AI-powered Business GPS platform purpose-built for growing CPA firm advisory.The traditional advisory model wasn’t built to scal…
00:00:40  |   Wed 03 Sep 2025
4ImpactData: 10X Your Advisory. Not Your Headcount.

4ImpactData: 10X Your Advisory. Not Your Headcount.

Stop reacting. Start Guiding. Move from Historian to Navigator with an AI-powered Business GPS platform purpose-built for growing CPA firm advisory.The traditional advisory model wasn’t built to scal…
00:00:40  |   Wed 03 Sep 2025
Werner: Tax-Free Tips? Not So Fast | Quick Tax Tip

Werner: Tax-Free Tips? Not So Fast | Quick Tax Tip

A campaign promise turns into tax code reality—but only for a limited time.Quick Tax TipWith Art WernerCPE TodayOn the latest Quick Tax Tip, tax guru Art Werner unpacks one of the buzziest provisions…
00:03:41  |   Wed 03 Sep 2025
4ImpactData: 10X Your Advisory. Not Your Headcount.

4ImpactData: 10X Your Advisory. Not Your Headcount.

Stop reacting. Start Guiding. Move from Historian to Navigator with an AI-powered Business GPS platform purpose-built for growing CPA firm advisory.The traditional advisory model wasn’t built to scal…
00:00:40  |   Wed 03 Sep 2025
Alice Grey Harrison: From Memos to Meaning - Rethink Firm Communication | MOVE Like This

Alice Grey Harrison: From Memos to Meaning - Rethink Firm Communication | MOVE Like This

Treating communication as a strategy, not administration, helps firms navigate M&A, private equity, and constant change.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA TrendlinesOn the latest MOVE Lik…
00:46:16  |   Wed 03 Sep 2025
4ImpactData: 10X Your Advisory. Not Your Headcount.

4ImpactData: 10X Your Advisory. Not Your Headcount.

Stop reacting. Start Guiding. Move from Historian to Navigator with an AI-powered Business GPS platform purpose-built for growing CPA firm advisory.The traditional advisory model wasn’t built to scal…
00:00:40  |   Tue 02 Sep 2025
Yoss: Cut Costs Without Cutting Corners | Quick Tech Talk

Yoss: Cut Costs Without Cutting Corners | Quick Tech Talk

From automation to document management, open source solutions can deliver enterprise-level value for free.Quick Tech TalkWith Steve YossCPE TodayWhat if you didn’t have to pay for Adobe Acrobat, Phot…
00:02:43  |   Tue 02 Sep 2025
Joe Woodard: Move Beyond Reports--Deliver Results | The Disruptors

Joe Woodard: Move Beyond Reports--Deliver Results | The Disruptors

Dashboards and statements aren’t enough—accountants must help clients turn data into action. The DisruptorsWith Liz FarrJoe Woodard sees a disconnect between what accountants think they’re selling an…
00:59:03  |   Tue 02 Sep 2025
4ImpactData: 10X Your Advisory. Not Your Headcount.

4ImpactData: 10X Your Advisory. Not Your Headcount.

Stop reacting. Start Guiding. Move from Historian to Navigator with an AI-powered Business GPS platform purpose-built for growing CPA firm advisory.The traditional advisory model wasn’t built to scal…
00:00:40  |   Tue 02 Sep 2025
Werner: Reward Loyalty, Retain Talent, and Reduce Taxes | Quick Tax Tip

Werner: Reward Loyalty, Retain Talent, and Reduce Taxes | Quick Tax Tip

The PFML federal tax credit is no longer temporary. Here's how to claim it, avoid pitfalls, and support your workforce.Quick Tax TipWith Art WernerCPE TodayIf you’ve been taking advantage of the fede…
00:02:24  |   Sat 30 Aug 2025
PE Pushes Partners Toward Digital Extinction | Accounting Influencers

PE Pushes Partners Toward Digital Extinction | Accounting Influencers

Two-thirds of current firm leaders risk being obsolete within three years.Accounting InfluencersWith Rob BrownA stark warning is shaking the accounting profession: 65% of current firm partners will b…
00:23:30  |   Sat 30 Aug 2025
Michael Meihaus: Younger CPAs Won’t Wait for Change—And Firms Can’t Afford to Stall | Gear Up For Growth

Michael Meihaus: Younger CPAs Won’t Wait for Change—And Firms Can’t Afford to Stall | Gear Up For Growth

Reform firm structures before outside forces impose changes that erode independence.Gear Up for GrowthWith Jean CaragherFor CPA Trendlines“We don’t change unless we have to, but waiting for a crisis …
00:34:05  |   Fri 29 Aug 2025
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