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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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Breaking the Burnout Cycle in Accounting | ARC

Breaking the Burnout Cycle in Accounting | ARC

"A firm’s culture during busy season reveals its true colors."  Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimamoto.Center for Accounting TransformationAs the busiest time of year looms …
00:45:01  |   Wed 08 Jan 2025
Salim Omar: Identify Your Client's $100,000 Problem | The Disruptors

Salim Omar: Identify Your Client's $100,000 Problem | The Disruptors

If you try to help everyone, you don’t help anyone.The DisruptorsWith Liz FarrSalim Omar, CPA, opened his firm in 1996 after working as a CFO in a small investment boutique firm because he wanted to …
00:48:50  |   Tue 07 Jan 2025
From Strategy to Leadership: How Marketing Is Reshaping the Accounting Profession | Capstone Conversations

From Strategy to Leadership: How Marketing Is Reshaping the Accounting Profession | Capstone Conversations

"This is the golden age of opportunity for accounting marketers. Let’s seize it.”Capstone ConversationsBy Jean CaragherFor CPA TrendlinesAccounting marketing has come a long way since the landmark Ba…
01:12:03  |   Mon 06 Jan 2025
The Evolution of Accounting: Insights from Barry Melancon’s Historic Career | Gear Up For Growth

The Evolution of Accounting: Insights from Barry Melancon’s Historic Career | Gear Up For Growth

"The accounting profession today is living its golden age, driven by its expanded capabilities."Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn a landmark episode of the Gear Up For Growth p…
00:42:22  |   Fri 03 Jan 2025
Art Werner: Busy Season Predictions for 25-26 | Quick Tax Tip

Art Werner: Busy Season Predictions for 25-26 | Quick Tax Tip

Learn why the upcoming busy seasons could be among the most demanding in recent memory.Quick Tax TipWith Art WernerCPE TodayAccording to seasoned tax educator Art Werner, the next busy season may be …
00:02:24  |   Thu 02 Jan 2025
Accounting in Transition: Reflections on 2024 and the Road Ahead | ARC

Accounting in Transition: Reflections on 2024 and the Road Ahead | ARC

Accounting ARC wraps 2024 with insights and bold 2025 predictions. Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimamoto.Center for Accounting TransformationSince its launch in May, the Ac…
00:39:01  |   Sun 29 Dec 2024
Katie Lyles: Marketing Triumphs Amid Chaos | Capstone Conversations

Katie Lyles: Marketing Triumphs Amid Chaos | Capstone Conversations

Risk-taking and transparency emerge as key drivers for success in accounting marketing.Capstone ConversationsBy Jean CaragherFor CPA TrendlinesWhen Katie Lyles joined Dallas-based accounting firm Lan…
00:20:28  |   Mon 23 Dec 2024
Michael King: The Rise of Fractional CFOs Provides Challenges and Opportunities | Accounting Influencers

Michael King: The Rise of Fractional CFOs Provides Challenges and Opportunities | Accounting Influencers

In a world of AI, outsourcing, and shifting client expectations, accountants can remain indispensable.Accounting Influencerswith Rob BrownMichael King’s journey to becoming a fractional CFO and mento…
00:30:25  |   Fri 20 Dec 2024
Steve Yoss: Automating Data Entry Reconciliations with AI | Quick Tech Talks

Steve Yoss: Automating Data Entry Reconciliations with AI | Quick Tech Talks

Save time and reduce errors with automated transaction mapping.  Quick Tech TalkWith Steve YossCPE TodayArtificial intelligence is a game-changing technology. Its ability to take on tedious processes…
00:02:19  |   Thu 19 Dec 2024
Ron Baker: Transformative Visions for the Accounting Profession | ARC

Ron Baker: Transformative Visions for the Accounting Profession | ARC

"I’d rather have questions I can’t answer than answers I can’t question." Accounting ARCWith Donny Shimamoto.Center for Accounting TransformationRon Baker discusses his revolutionary journey in accou…
00:36:37  |   Wed 18 Dec 2024
Jackie Meyer: Earn More with Fewer Clients | The Disruptors

Jackie Meyer: Earn More with Fewer Clients | The Disruptors

Create a win-win with "The ROI Method of Value Pricing."The DisruptorsWith Liz FarrIn 2016, Jackie Meyers needed a change. Long hours, health issues, and missing out on her kids’ activities forced he…
00:38:23  |   Tue 17 Dec 2024
Lauren Clemmer: Confidence, Collaboration, and the Future of Accounting Marketing | Capstone Conversations

Lauren Clemmer: Confidence, Collaboration, and the Future of Accounting Marketing | Capstone Conversations

Firms that embrace marketing as a strategic priority unlock opportunities for growth and differentiation.Capstone ConversationsBy Jean CaragherFor CPA TrendlinesThe world of accounting marketing is o…
00:21:59  |   Mon 16 Dec 2024
Susan Bryant: Set Boundaries and Elevate Client Services for Better Results | Accounting Influencers

Susan Bryant: Set Boundaries and Elevate Client Services for Better Results | Accounting Influencers

Accountants who stay silent risk disappointing--and probably losing--clients.Accounting Influencerswith Rob BrownAccountants, take charge of your client relationships—that was the call to action from…
00:31:09  |   Sat 14 Dec 2024
Angie Grissom: Inspiration for the Next Generation of Accountants – From a Non-Accountant | ARC

Angie Grissom: Inspiration for the Next Generation of Accountants – From a Non-Accountant | ARC

“Leadership and culture define the future of accounting firms.” Accounting ARCWith Donny Shimamoto.Center for Accounting TransformationWhen Angie Grissom first stepped into a Nashville-based consulti…
00:20:49  |   Wed 11 Dec 2024
Jack Flaherty: Don't Be a 'Yes' Person | The Disruptors

Jack Flaherty: Don't Be a 'Yes' Person | The Disruptors

The next generation is purpose-driven, and the firms that lean into this will retain scarce talent.  The DisruptorsWith Liz FarrJack Flaherty believes that one of the most important business skills i…
01:02:00  |   Tue 10 Dec 2024
Sarah Dobek: How Curiosity and Problem-Solving Propel Success in Accounting Marketing | Capstone Conversations

Sarah Dobek: How Curiosity and Problem-Solving Propel Success in Accounting Marketing | Capstone Conversations

The Hall of Famer explains why understanding buyer behavior is the toughest—and most rewarding—part of the job.Capstone ConversationsBy Jean CaragherFor CPA TrendlinesA trailblazer in the field, Sara…
00:36:37  |   Mon 09 Dec 2024
Art Werner: How to Turn Tax Prep into Tax Advisory | Quick Tax Tip

Art Werner: How to Turn Tax Prep into Tax Advisory | Quick Tax Tip

Quick Tax TipWith Art WernerCPE TodayEvery CPA, EA, and tax professional should attend at least one federal tax update program annually. It’s like stretching or warming up before intense exercise.Sho…
00:03:22  |   Sun 08 Dec 2024
Ed Kless: Accounting Must Innovate Beyond Technology | Accounting Influencers

Ed Kless: Accounting Must Innovate Beyond Technology | Accounting Influencers

In an era when traditional models fail, accountants should rethink relevance, client experience, and the power of language.Accounting Influencerswith Rob BrownAccounting visionary Ed Kless challenges…
00:20:52  |   Sat 07 Dec 2024
August Aquila: Getting Profits from Marketing | Gear Up for Growth

August Aquila: Getting Profits from Marketing | Gear Up for Growth

"Every client interaction is a marketing opportunity."Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesMarketing has evolved from a client acquisition tool to a vital part of a firm's overall st…
00:40:27  |   Fri 06 Dec 2024
Art Werner: Navigating Business Structure Decisions Amid Tax Law Changes | Quick Tax Tip

Art Werner: Navigating Business Structure Decisions Amid Tax Law Changes | Quick Tax Tip

Quick Tax TipWith Art WernerCPE TodayWe are anticipating changes to tax laws that could significantly impact clients, either positively or negatively, depending on the structure of their businesses.F…
00:02:52  |   Thu 05 Dec 2024
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