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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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Which is Better: A Year of Education or A Year of Experience? Featuring David Bergstein and Steven Sacks

Which is Better: A Year of Education or A Year of Experience? Featuring David Bergstein and Steven Sacks

The 150-hour rule is facing harsh criticism in the accounting staffing crisis.With Steven SacksThe NEW Fundamentals: Thriving in DisruptionThere is a movement afoot by the state CPA societies to reco…
00:15:33  |   Sun 13 Aug 2023
Getting Real: Accounting Tech Decisions You Need to Make Today

Getting Real: Accounting Tech Decisions You Need to Make Today

What to Start Doing Today to Be Fully Prepared for Next Tax Season... and Beyond. A CPA Trendlines Flash BriefingHosted by Seth Fineberg of AccountantsForward for CPA Trendlines TOP TAKEAWAYSArtifici…
01:00:51  |   Tue 08 Aug 2023
The Disruptors: Al Anderson on The New Manifesto for Audit

The Disruptors: Al Anderson on The New Manifesto for Audit

The DisruptorsWith Liz FarrCPA TrendlinesAl Anderson is out to change audit as accountants know it. Auditors, he declares, are spending too much time being busy instead of being valuable. Get the fre…
00:59:55  |   Sun 23 Jul 2023
Scott Scarano: First, Grow People. Then Firm Growth Can Follow

Scott Scarano: First, Grow People. Then Firm Growth Can Follow

The Disruptorswith Liz Farrfor CPA TrendlinesWhen Scott Scarano lost a few good people at his firm, he knew he needed to change things. Instead of continuing to grow for the sake of growth, he overha…
01:10:16  |   Mon 17 Jul 2023
Ira Rosenbloom: With M&A, Nobody Wants a Fixer-Upper

Ira Rosenbloom: With M&A, Nobody Wants a Fixer-Upper

The DisruptorsWith Liz FarrFor CPA TrendlinesIra Rosenbloom has been working in the M&A space for accounting firms for over a decade and says it’s a complicated and exciting time in the M&A space tod…
00:56:38  |   Thu 13 Jul 2023
Jody Padar: Build a Practice that Works for You, Not Vice-Versa.

Jody Padar: Build a Practice that Works for You, Not Vice-Versa.

The DisruptorsWith Liz FarrCPA Trendlines Jody Padar, the author of The Radical CPA, has been shaking things up in the accounting world for years. But today, firms are at a boiling point, limited by …
00:55:00  |   Mon 10 Jul 2023
Peter Margaritis: Communication is key but can be harder to teach.

Peter Margaritis: Communication is key but can be harder to teach.

The Disruptors With Liz Farr for CPA Trendlines Peter Margaritis, who also calls himself The Accidental Accountant, grew up in the gregarious environment of restaurants, “where everybody communicated…
00:43:22  |   Mon 19 Jun 2023
BONUS EPISODE: Robert Fligel Explains How Private Equity Is Impacting the Profession

BONUS EPISODE: Robert Fligel Explains How Private Equity Is Impacting the Profession

With Rick TelbergFor CPA TrendlinesPrivate equity takeovers of accounting firms are changing the rules for the CPA business, impacting succession plans, shifting talent strategies, and reshaping the …
01:01:11  |   Mon 05 Jun 2023
Joe Montgomery: Find the Sweet Spot of the Right Clients, Right Services and Right Prices

Joe Montgomery: Find the Sweet Spot of the Right Clients, Right Services and Right Prices

The Disruptors With Liz Farr for CPA TrendlinesBefore Joe Montgomery started his firm, he had an epiphany. He asked himself, “Why would I ever want to own a firm, if that’s what it looks like?” He sa…
00:48:26  |   Wed 31 May 2023
Ryan Lazanis: Build the Firm that Suits Your Lifestyle

Ryan Lazanis: Build the Firm that Suits Your Lifestyle

The Disruptors With Liz Farr for CPA TrendlinesRyan Lazanis started his previous firm, Xen Accounting, a 100% online accounting firm because he thought he could have a better life if he started his o…
00:46:36  |   Mon 22 May 2023
Marie Greene: With Staffing, Lose Bad Apples Before Ruining the Bunch

Marie Greene: With Staffing, Lose Bad Apples Before Ruining the Bunch

The DisruptorsWith Liz FarrMarie Greene founded Connected Accounting in 2019 out of a desire to create a new kind of accounting firm where firm culture and “reliable, reliable, reliable” customer ser…
00:56:15  |   Tue 16 May 2023
Menlo Innovations: Improve Office Culture by Overhauling Internal Reviews

Menlo Innovations: Improve Office Culture by Overhauling Internal Reviews

Staff and employee annual reviews help assess where teams need additional help, guidance and development. If only they weren't so painful...Enter Menlo Innovations, an IT consulting firm and custom s…
00:41:28  |   Mon 08 May 2023
Megan Genest Tarnow: Hire for Curiosity Rather Than Compliance

Megan Genest Tarnow: Hire for Curiosity Rather Than Compliance

The Disruptors With Liz Farrfor CPA TrendlinesMegan Genest Tarnow is well-known in accounting circles as the go-to expert in using QuickBooks for the fund accounting required by nonprofit entities.Fu…
00:43:06  |   Mon 01 May 2023
Twyla Verhelst: Firms Must Get Creative to Compete

Twyla Verhelst: Firms Must Get Creative to Compete

With Liz FarrCreating the firm you want means you have to be intentional about it, said Twyla Verhelst, CPA. The head of Accountant Channel at FreshBooks and creator of Women in Accounting Mentorship…
00:56:01  |   Tue 18 Apr 2023
Donny Shimamoto: Future Firm Growth Requires a Mindshift

Donny Shimamoto: Future Firm Growth Requires a Mindshift

Donny Shimamoto, CPA.CITP, CGMA, says that one of the COVID pandemic’s benefits is accelerating technology adoption.With the ongoing talent crunch, technology is one of the ways firms can get the wor…
00:47:34  |   Mon 17 Apr 2023
Hitendra Patil: No New Tech. No New Growth.

Hitendra Patil: No New Tech. No New Growth.

 The silver lining of the pandemic is that it forced accountants to move to the cloud and to develop distributed labor models, changes that are here to stay, Hitendra Patil, author of Client Accounti…
00:45:59  |   Mon 17 Apr 2023
Transformation Talks with Chase Birky: Firms waste time and money recreating the wheel.

Transformation Talks with Chase Birky: Firms waste time and money recreating the wheel.

Produced by the Center for Accounting Transformation. Presented by CPA Trendlines. Entrepreneurs in the accounting profession are rare, according to Chase Birky, president and CEO of Dark Horse CPAs.…
00:46:05  |   Mon 10 Apr 2023
Transformation Talks with Dustin Wheeler: Tech advisors can revolutionize your team.

Transformation Talks with Dustin Wheeler: Tech advisors can revolutionize your team.

Transformation TalksWith Donny ShimamotoCenter for Accounting TransformationMany accounting graduates dream of joining large firms right out of college. That dream became a reality for Dustin Wheeler…
00:31:54  |   Tue 28 Mar 2023
The Disruptors with Heather Smith: Try Not Growing Your Business

The Disruptors with Heather Smith: Try Not Growing Your Business

The DisruptorsWith Liz FarrHeather Smith has loved accounting since she was 14 and loves the flexibility the profession offers. Since the mid-2000s she has been one of the original cloud accounting n…
00:50:29  |   Mon 27 Mar 2023
Jackie Meyer: Be a problem solver, not a number cruncher.

Jackie Meyer: Be a problem solver, not a number cruncher.

Jackie Meyer is a fan of value pricing and niching your practice. Her favorite area is tax planning, which doesn’t require a huge investment of time to provide huge financial benefits for clients. He…
00:26:11  |   Tue 21 Mar 2023
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