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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 Business News Finance
Update frequency
every day
Average duration
33 minutes
Episodes
514
Years Active
2018 - 2025
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Art Werner: Shift Gears Post-Tax Season | Quick Tax Tip

Art Werner: Shift Gears Post-Tax Season | Quick Tax Tip

Start with proactive planning instead of reactive reporting.Quick Tax TipWith Art WernerCPE TodayAs tax season winds down and the dust settles, many CPAs are eager for a breather. But in the latest Q…
00:02:21  |   Wed 23 Apr 2025
Debbie Kilsheimer: Stop Thinking Small | The Disruptors

Debbie Kilsheimer: Stop Thinking Small | The Disruptors

"Too often, we're stepping over dollars to pick up pennies."The DisruptorsWith Liz FarrBy age 25, Debbie Kilsheimer was already disrupting the traditional accounting mindset. At her first job, she qu…
01:24:59  |   Tue 22 Apr 2025
Chris Farrell: The Hidden Bottleneck in Accounting? It’s Not Your Back Office | The Concierge CPA

Chris Farrell: The Hidden Bottleneck in Accounting? It’s Not Your Back Office | The Concierge CPA

Optimizing the client experience is the real key to growth and profitability.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesOn a recent episode of The Concierge CPA, Liscio founder and CEO Chris…
00:49:16  |   Mon 21 Apr 2025
Ashley Kostos: How Skills Testing Could Be the Secret Weapon for Accounting Firms | MOVE Like This

Ashley Kostos: How Skills Testing Could Be the Secret Weapon for Accounting Firms | MOVE Like This

“Accounting isn’t a ‘fake it till you make it’ job."MOVE Like ThisWith Bonnie Buol RuszczykFor CPA TrendlinesIn a recent episode of Move Like This, Ashley Kostos, sales manager at Accountests, joined…
00:33:28  |   Fri 18 Apr 2025
Firm Differentiation Depends Upon Client Service | Accounting ARC

Firm Differentiation Depends Upon Client Service | Accounting ARC

Raising the bar on client service doesn’t mean sacrificing all your time.  Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationTechnology has changed h…
00:40:09  |   Thu 17 Apr 2025
Art Werner: Are Your Clients Throwing Money Away? | Quick Tax Tip

Art Werner: Are Your Clients Throwing Money Away? | Quick Tax Tip

Without the right strategy, even the best intentions can go to waste. Quick Tax TipWith Art WernerCPE TodayCharitable giving can be a powerful tool for clients seeking tax advantages and for ensuring…
00:03:33  |   Wed 16 Apr 2025
Dave Kersting: Collaborate with Co-Firming | The Disruptors

Dave Kersting: Collaborate with Co-Firming | The Disruptors

Expand capabilities, boost client satisfaction, and build thriving businesses—without sacrificing independence.The DisruptorsWith Liz FarrDave Kersting, founder and CEO of Capovario, is disrupting th…
00:48:33  |   Tue 15 Apr 2025
David Spence: Create a Tax-Free Retirement in Economic Uncertainty | The Concierge CPA

David Spence: Create a Tax-Free Retirement in Economic Uncertainty | The Concierge CPA

Explore the rising threat of national debt, future tax hikes, and how Americans can prepare.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesThe U.S. is hurtling toward an economic reckoning, and …
00:47:08  |   Mon 14 Apr 2025
Hannah Munro: Leading Change in Our New VUCA Environment | Accounting Influencers

Hannah Munro: Leading Change in Our New VUCA Environment | Accounting Influencers

“If you think change is hard, try not changing and see what happens.”Accounting Influencerswith Rob BrownIn part one of this Accounting Influencers podcast, special guest Hannah Munro, managing direc…
00:25:10  |   Sat 12 Apr 2025
Secrets to Staying Relevant Revealed | Gear Up For Growth

Secrets to Staying Relevant Revealed | Gear Up For Growth

Hall of Fame leaders share the lessons, mistakes, and trends shaping the future of firm growth.Gear Up For GrowthWith Jean CaragherFor CPA TrendlinesIn a special episode of Gear Up for Growth, four H…
00:56:03  |   Fri 11 Apr 2025
Surviving Tariff Turbulence | ARC

Surviving Tariff Turbulence | ARC

Shaky markets. Panicky clients. Accountants, it’s your time to shine.  Accounting ARCWith Liz MasonCenter for Accounting TransformationPresident Donald Trump’s tariff announcement has sent shockwaves…
00:49:38  |   Thu 10 Apr 2025
Art Werner: How Donor-Advised Funds Empower Strategic Giving | Quick Tax Tip

Art Werner: How Donor-Advised Funds Empower Strategic Giving | Quick Tax Tip

Unlock the full value of charitable contributions with one of the tax code's most underused tools.Quick Tax TipWith Art WernerCPE TodayWhat if you could give more, support your favorite causes for ye…
00:03:18  |   Wed 09 Apr 2025
Liz Scott: Why Bookkeepers May Beat CPAs in the Race to Advisory Work | The Disruptors

Liz Scott: Why Bookkeepers May Beat CPAs in the Race to Advisory Work | The Disruptors

The real value of accounting isn’t in the numbers but in the conversations we’re not having.The DisruptorsWith Liz FarrLiz Scott, like many other Disruptors, prefers keeping her firm small. “I did tr…
01:04:54  |   Tue 08 Apr 2025
Divakar Vijayasarathy: Breaking Barriers and Scaling Success | The Concierge CPA

Divakar Vijayasarathy: Breaking Barriers and Scaling Success | The Concierge CPA

"Every problem looks big from a distance, and every opportunity looks small."The Concierge CPAWith Jackie MeyerFor CPA TrendlinesFor many, the road to success is paved with incremental progress. For …
00:53:27  |   Mon 07 Apr 2025
John Fenton: Unlock Your Leadership Mastery | Accounting Influencers

John Fenton: Unlock Your Leadership Mastery | Accounting Influencers

“Vulnerability takes courage, but it is the foundation of authentic leadership.”Accounting Influencerswith Rob BrownIn this episode of the Accounting Influencers Podcast, Rob Brown hosts John Fenton,…
00:33:55  |   Sun 06 Apr 2025
Kimberly Ellison-Taylor: The Future of Inclusion in Accounting | MOVE Like This

Kimberly Ellison-Taylor: The Future of Inclusion in Accounting | MOVE Like This

"True inclusion isn’t about lowering standards; it’s about removing barriers so talent can rise."MOVE Like ThisWith Bonnie Buol RuszczykFor CPA TrendlinesIn an era where diversity, equity, and inclus…
00:38:38  |   Fri 04 Apr 2025
Crypto, Cash, or Chaos? The Fallout of an IRS-Free America | ARC

Crypto, Cash, or Chaos? The Fallout of an IRS-Free America | ARC

If visions of the new administration come to fruition, the IRS could also be on the chopping block.  Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting Transformati…
00:22:55  |   Thu 03 Apr 2025
Art Werner: Why Tax Loss Harvesting Deserves a Fresh Look | Quick Tax Tip

Art Werner: Why Tax Loss Harvesting Deserves a Fresh Look | Quick Tax Tip

Unpacks the basics—and the big misses—of capital gains planning.Quick Tax TipWith Art WernerCPE TodayMany accounting professionals may recall the concept of tax loss harvesting from their very first …
00:03:42  |   Wed 02 Apr 2025
Ashley Francis: AI's a Partner, Not a Replacement: The Disruptors

Ashley Francis: AI's a Partner, Not a Replacement: The Disruptors

Don't be a vending machine for tax compliance.The DisruptorsWith Liz FarrAshley Francis wants accountants to value their time and expertise. “I want accountants to stop thinking of themselves as just…
01:03:07  |   Tue 01 Apr 2025
Steve Yoss, Quick Tech Talk: Master Financial Forecasting with ETS

Steve Yoss, Quick Tech Talk: Master Financial Forecasting with ETS

Predict future cash flows effortlessly with Microsoft Excel’s Forecast ETS function.Quick Tech TalkWith Steve YossCPE TodayDive into one of Excel’s most powerful yet underutilized tools: the Forecast…
00:01:50  |   Mon 31 Mar 2025
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