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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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Transformation Talks with Dustin Verity: Keep an Open Mind and Constantly Learn

Transformation Talks with Dustin Verity: Keep an Open Mind and Constantly Learn

Dustin Verity admits to being cautious. He also admits to being a technophile.In the latest episode of Transformation Talks, the CPA explained being conflicted between his obsession with playing with…
00:38:48  |   Thu 16 Mar 2023
Clayton Oates: One Way to Keep Clients for Life

Clayton Oates: One Way to Keep Clients for Life

“We’re ultimately in the people business. We’re in the relationship-building business. We just happen to do accounting.”That's how Clayton Oates, the founder of QA Business, views the accounting prof…
01:17:27  |   Fri 17 Feb 2023
Ron Baker: Monetize the Relationship, Not the Transaction.

Ron Baker: Monetize the Relationship, Not the Transaction.

Ron Baker has been on a crusade to transform accounting firms for decades, first by pushing us to kill the billable hour and to implement value pricing. Today, he’s advising accountants to switch to …
01:07:06  |   Fri 10 Feb 2023
Randy Crabtree: Follow These 3 Rules to Keep Employees Happy

Randy Crabtree: Follow These 3 Rules to Keep Employees Happy

Randy Crabtree: Follow These 3 Rules to Keep Employees Happy
00:52:07  |   Fri 10 Feb 2023
Kenji Kuramoto: Kill the 40-hr work week, online pricing and other archaic accounting etiquettes.

Kenji Kuramoto: Kill the 40-hr work week, online pricing and other archaic accounting etiquettes.

Kenji Kuramoto: Kill the 40-hr work week, online pricing and other archaic accounting etiquettes.
00:53:31  |   Thu 26 Jan 2023
Chad Davis: You have an infinite canvas of opportunities to add more joy to your firm.

Chad Davis: You have an infinite canvas of opportunities to add more joy to your firm.

Chad Davis: You have an infinite canvas of opportunities to add more joy to your firm.
00:32:45  |   Fri 13 Jan 2023
Aynsley Damery: Rethink the 80:20 rule, because the 80% are likely stealing from you.

Aynsley Damery: Rethink the 80:20 rule, because the 80% are likely stealing from you.

"...Clients who have started their own businesses are looking for a combination of “money, time and freedom.” However, Damery said, we’re selling them dashboards, KPIs and cash flow forecasting witho…
00:48:27  |   Wed 21 Dec 2022
Work Less, Earn More: Build the Accounting Firm of Your Dreams

Work Less, Earn More: Build the Accounting Firm of Your Dreams

Erik Solbakken: Create a firm you'd love working in. The Disruptors With Liz Farr for CPA TrendlinesErik Solbakken, a.k.a. “The Heavy Metal CPA,” is on a mission to free accountants from an oppressiv…
01:04:19  |   Mon 12 Dec 2022
Donny Shimamoto: Future Firm Growth Requires a Mindset Shift

Donny Shimamoto: Future Firm Growth Requires a Mindset Shift

The DisruptorsWith Liz FarrDonny C. Shimamoto, CPA.CITP, CGMA, is the founder and managing director of IntrapriseTechKnowlogies LLC, a specialized CPA firm dedicated to helping small businesses and m…
00:47:05  |   Thu 01 Dec 2022
Jennifer Wilson: Empower Young Workers to Build the Firm Everyone Loves

Jennifer Wilson: Empower Young Workers to Build the Firm Everyone Loves

The DisruptorsWith Liz Farr for CPA TrendlinesSubscribe to CPA Trendlines podcasts anywhere: Apple, Google, Spotify, iHeart, Deezer, Amazon Music and Audible, Player FM, Audacy, Gaana (India), and Bo…
00:51:51  |   Mon 28 Nov 2022
Mike Whitmire: Re-Think Your Hiring and Training Practices

Mike Whitmire: Re-Think Your Hiring and Training Practices

Training can triumph over textbooks in the talent wars.The DisruptorsWith Liz Farr for CPA TrendlinesMike Whitmire wants to transform the role of accountants in industry from mere counting beans (tho…
00:36:07  |   Wed 23 Nov 2022
Ed Kless: Clients Don’t Want Outputs. They Want Outcomes!

Ed Kless: Clients Don’t Want Outputs. They Want Outcomes!

Too busy? Raise your prices.The DisruptorsWith Liz Farr for CPA TrendlinesWhat do clients – or, as Ed Kless prefers, customers – want from their accountants? It’s not the tax return or the financial …
00:39:59  |   Sun 13 Nov 2022
Seth Fineberg: Your Classic Business Model Won’t Allow Growth

Seth Fineberg: Your Classic Business Model Won’t Allow Growth

The Disruptors: Billable Hours - Demeaning and Demoralizing or Useful Measurement?With Liz FarrMore here: https://cpatrendlines.com/2022/10/25/seth-fineberg-your-classic-business-model-wont-allow-gro…
00:51:24  |   Wed 26 Oct 2022
The Six Pillars for Finance Transformation with Chris Ortega

The Six Pillars for Finance Transformation with Chris Ortega

Career ReflectionsWith Amy WelchAfter years in public accounting, Chris Ortega decided he wanted something different.Armed with his MBA in corporate finance from the University of Indianapolis, as we…
00:06:36  |   Fri 14 Oct 2022
CSR for CPAs: The Missing Ingredient

CSR for CPAs: The Missing Ingredient

Transformation Talks: Corporate social responsibility reporting all starts with transparency, and leaders should prioritize this, not just for communities but also for sustainability. James Ross, the…
00:31:29  |   Thu 06 Oct 2022
O.D. Lanier: The Four – or Five – Steps for Moving into Consulting

O.D. Lanier: The Four – or Five – Steps for Moving into Consulting

Transformation Talks: A leader at one of the fastest growing firms in the country describes transforming his career, pros and cons of building versus buying and the four (or five) steps to becoming a…
00:35:51  |   Wed 28 Sep 2022
Hector Garcia: How Niche Knowledge Drives Success

Hector Garcia: How Niche Knowledge Drives Success

The DisruptorsWith Liz Farrfor CPA TrendlinesAny accountant who has ever met Hector Garcia will likely use the adjective ‘generous’ to describe him. Since 2011, he’s been sharing his encyclopedic kno…
01:06:55  |   Wed 21 Sep 2022
Career Advice and Success Planning for Accountants from Mike Maksymiw

Career Advice and Success Planning for Accountants from Mike Maksymiw

Transformation TalksWith Bill Penczak<a href="https://improvetheworld.net/">Center for Accounting Transformation</a></em>After 16 years of working in firms, Mike Maksymiw, CPA, CGMA, was done. Or, so…
00:33:53  |   Tue 13 Sep 2022
Disruptor: Jason Staats Shakes Up the Status Quo

Disruptor: Jason Staats Shakes Up the Status Quo

<b>The Disruptors</b><em>With Liz Farr</em><em>for CPA Trendlines</em>Jason Staats started doing videos at the beginning of the pandemic to quickly share information about the PPP and other relief pr…
00:50:20  |   Fri 09 Sep 2022
Innovation Insights: Early Adopters Gain the Edge in Audit

Innovation Insights: Early Adopters Gain the Edge in Audit

Innovation Insights: Paving the way for ESG reporting. Innovation InsightsWith Donny Shimamoto, CPA, CITP, CGMACenter for Accounting TransformationThose who hesitate to adopt mature technologies coul…
00:26:56  |   Sat 03 Sep 2022
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