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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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Steve Yoss, Tech Talk: The Accountant Jobs A.I. Will Replace in Tax, Accounting and Finance

Steve Yoss, Tech Talk: The Accountant Jobs A.I. Will Replace in Tax, Accounting and Finance

Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today.Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yossSta…
00:02:44  |   Wed 08 May 2024
Accounting ARC: Unraveling the Collapse of Silicon Valley Bank

Accounting ARC: Unraveling the Collapse of Silicon Valley Bank

Accounting ARC: Unraveling the Collapse of Silicon Valley BankWith Donny Shimamoto, Liz Mason, and Byron PatrickCenter for Accounting TransformationIn the labyrinth of financial intricacies, the coll…
00:50:18  |   Mon 06 May 2024
Steve Yoss, Tech Talk: How to Rescue the Shrinking Tax, Accounting and Finance Profession

Steve Yoss, Tech Talk: How to Rescue the Shrinking Tax, Accounting and Finance Profession

Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today.Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yossSta…
00:02:00  |   Sun 05 May 2024
TRAILER: Steve Yoss, Tech Talk: This Is  Steve Yoss. From cpatrendlines.com

TRAILER: Steve Yoss, Tech Talk: This Is Steve Yoss. From cpatrendlines.com

Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today.Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yossSta…
00:02:43  |   Fri 03 May 2024
On a Mission: Introducing Accounting, Reaction, Comedy

On a Mission: Introducing Accounting, Reaction, Comedy

On a Mission: Introducing Accounting ARCWith Donny Shimamoto, Liz Mason, and Byron PatrickCenter for Accounting TransformationIn a universe where financial chaos threatens to overwhelm even the brave…
01:01:47  |   Mon 29 Apr 2024
Blumer CPAs: Move Leaders Out of Client Service

Blumer CPAs: Move Leaders Out of Client Service

Intentionality can bring freedom and joy.The DisruptorsWith Liz FarrWhen Jason Blumer and Julie Shipp joined forces to build Blumer CPAs more than a decade ago, they eschewed the traditional partners…
00:51:04  |   Thu 07 Mar 2024
Scharrell Jackson: Lead with Diversity of Thought

Scharrell Jackson: Lead with Diversity of Thought

Transformation TalksWith Donny ShimamotoCenter for Accounting TransformationIn the latest episode of Transformation Talks, renowned international speaker, leadership coach, and business consultant Sc…
00:35:47  |   Tue 05 Mar 2024
Brandon Hall: Firms Try to Make Too Much on Tax Prep

Brandon Hall: Firms Try to Make Too Much on Tax Prep

Try for a 10-15% margin.The DisruptorsWith Liz FarrBrandon Hall says that the reason accountants have such long and grueling busy seasons is that “firms try to make way too much money at tax prep.” F…
00:50:52  |   Sun 03 Mar 2024
Amber Setter: Coaching Helps Resolve the Tension Between Safety and Purpose

Amber Setter: Coaching Helps Resolve the Tension Between Safety and Purpose

Safety's knowing you can pay the bills. Purpose is knowing there's something more.The DisruptorsWith Liz FarrAmber Setter, the chief enlightenment officer for Conscious Public Accountants, started ou…
00:51:13  |   Thu 29 Feb 2024
James Graham: Doubling the Firm with CFO Services

James Graham: Doubling the Firm with CFO Services

Where there are unmet needs, there are opportunities.The DisruptorsWith Liz FarrJames Graham’s firm, Richtr Financial Studio, gave up the billable hour 10 or 15 years ago, and points to that choice a…
00:59:27  |   Thu 02 Nov 2023
Karen Reyburn: Not MORE Clients, BETTER Clients

Karen Reyburn: Not MORE Clients, BETTER Clients

Fix Your Marketing and Fix Your Business.The DisruptorsWith Liz FarrKaren Reyburn wants accountants to stop thinking “about marketing as this one-off thing where you tick little boxes,” but instead a…
01:04:27  |   Mon 30 Oct 2023
Giles Pearson: Swap Experience for Education

Giles Pearson: Swap Experience for Education

The DisruptorsWith Liz FarrGetting the word out about client accounting services could help solve the staffing shortage, says Giles Pearson, CEO and co-founder of Accountests, an online knowledge-tes…
00:57:03  |   Mon 23 Oct 2023
Is This When Accountants Start Taking Freshbooks Seriously?

Is This When Accountants Start Taking Freshbooks Seriously?

Twyla Verhelst explains 'collaborative accounting.'With Seth FinebergAt Large for CPA TrendlinesFreshBooks is taking another step to evolve from being a cloud-based invoicing solution for gig workers…
00:20:04  |   Thu 19 Oct 2023
Harper & Company CPAs: You help clients build their ideal business. Why can’t you do it for yourself?

Harper & Company CPAs: You help clients build their ideal business. Why can’t you do it for yourself?

Transformation TalksWith Donny ShimamotoCenter for Accounting Transformation Glen Harper, CPA, says businesses should be willing to reinvent themselves and that diverse perspectives can be a valuable…
00:43:54  |   Mon 16 Oct 2023
Jina Etienne: Practice Fearless Inclusion

Jina Etienne: Practice Fearless Inclusion

The DisruptorsWith Liz FarrJina Etienne wants accountants to stop hiding behind our green eyeshades and all the stereotypes we share as CPAs. She practices “fearless inclusion,” which is the freedom …
01:20:23  |   Fri 06 Oct 2023
Jason Deshayes: What We're Doing Isn't Working

Jason Deshayes: What We're Doing Isn't Working

The DisruptorsWith Liz FarrBy age 35, Jason Deshayes, CPA/PFS, CFP, CKA, was already co-owner of a CPA firm in Albuquerque. He “hit the magic Shangri La that we’re all working for.” But it wasn’t rig…
01:08:00  |   Mon 11 Sep 2023
Heather Satterley: You've Got to Meet People Where They Are

Heather Satterley: You've Got to Meet People Where They Are

The DisruptorsWith Liz FarrHeather Satterley is well-known for being an accounting tech expert. But tech isn’t the only skill accountants need today and for the future. “You can have great technology…
00:33:27  |   Mon 04 Sep 2023
Adrian Hong: Necessity Can Make You an Expert

Adrian Hong: Necessity Can Make You an Expert

Innovation InsightsWith Donny ShimamotoAdrian Hong's journey into the realm of environmental, social, and governmental (ESG) reporting has been nothing short of inspiring. As the founder of Hong Cons…
00:31:16  |   Tue 29 Aug 2023
Bill Penczak: Stop Forcing Smart People to Do Stupid Work

Bill Penczak: Stop Forcing Smart People to Do Stupid Work

The DisruptorsWith Liz FarrToo many accounting firms have “smart people doing stupid work,” according to Bill Penczak, a veteran sales and marketing professional. Think about the effort it takes to g…
01:20:23  |   Mon 28 Aug 2023
Sandra Wiley: If you have the right culture, you'll find the right people.

Sandra Wiley: If you have the right culture, you'll find the right people.

The DisruptorsWith Liz FarrSandra Wiley has been speaking with firm owners and leaders for nearly three decades and clearly sees the need for change in the profession.MORE: Sandra Wiley hereMORE CPA …
00:48:52  |   Mon 21 Aug 2023
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