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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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From Tax to Transformation

From Tax to Transformation

Transformation TalksPaul Mueller, CPA, is the managing director of Mueller Pye & Associates, CPA LLC in Loveland, Colorado.with Bill PenczakCenter for Accounting TransformationPaul Mueller was at a c…
00:32:00  |   Fri 26 Aug 2022
The Disruptors: Penny Breslin on Facing Your Staffing Challenges Head-On

The Disruptors: Penny Breslin on Facing Your Staffing Challenges Head-On

With Liz Farrfor CPA TrendlinesThe accounting profession has faced staffing issues for years now and, especially post-pandemic, the problem has compounded. Penny Breslin, CPA Trendlines contributor a…
01:02:01  |   Mon 15 Aug 2022
Episode 421: Thinking Smart about New Tech: Byron Patrick

Episode 421: Thinking Smart about New Tech: Byron Patrick

The intersection of technology and intentionality.The DisruptorsWith Liz Farr for CPA TrendlinesAn explosion of new tech tools is giving accounting firm owners the opportunity to improve efficiency, …
00:38:09  |   Wed 03 Aug 2022
Episode 420: The New Role of Artificial Intelligence in Rev Rec and Lease Accounting

Episode 420: The New Role of Artificial Intelligence in Rev Rec and Lease Accounting

Innovation InsightsWith Donny ShimamotoCenter for Accounting TransformationToday's Take-aways:Accountants were the pioneers of business use of database software with the accounting systems—the first …
00:33:07  |   Thu 28 Jul 2022
Episode 419: Why the Future of Audit Is in Risk Advisory

Episode 419: Why the Future of Audit Is in Risk Advisory

Say Goodbye to Traditional AuditInnovation InsightsWith Donny ShimamotoCPA Trendlines presents a Center for Accounting Transformation productionBecause audit work is nonlinear and highly complex, dis…
00:24:24  |   Fri 15 Jul 2022
Episode 418: How Auditors Can Improve Efficiency and the Budget

Episode 418: How Auditors Can Improve Efficiency and the Budget

Innovation Insights, with Donny Shimamoto.CPA Trendlines presents a Center for Accounting Transformation productionInnovation Insights: Five clicks in five minutes? Sounds too good to be true – but a…
00:35:17  |   Fri 15 Jul 2022
Episode 417: CPA Subscription Services: Is This Approach Here to Stay?

Episode 417: CPA Subscription Services: Is This Approach Here to Stay?

Jamie Lopiccolo with Steven Sacks for CPA Trendlines Lopiccolo is the owner of a small Midwest firm that has been employing a subscription-based model to invoice clients for services rendered. The ap…
00:18:13  |   Sun 08 May 2022
Episode 416: The Disruptors: Why Doing Nothing Is Not an Option, with Rob Brown

Episode 416: The Disruptors: Why Doing Nothing Is Not an Option, with Rob Brown

If we don’t change, we'll be irrelevant, says Rob Brown.The DisruptorsWith Liz Farr for CPA TrendlinesIt’s a changing world, and if we don’t change with it, we will cease to be relevant, U.K.-based a…
00:51:28  |   Fri 06 May 2022
Episode 415: The Seller's Guide to Getting the Best Price for Your Firm

Episode 415: The Seller's Guide to Getting the Best Price for Your Firm

Featuring Ira Rosenbloom, CPA (LR), "The Merger Master," with Rick Telberg, CPA Trendlines.More here: https://cpatrendlines.com/?p=97102Take-aways:Five Steps for Maximizing Your Sale Price.The ten si…
00:52:40  |   Fri 29 Apr 2022
Episode 413: The Disruptors: Blake Oliver Sees a Ponzi Scheme Ready for Collapse

Episode 413: The Disruptors: Blake Oliver Sees a Ponzi Scheme Ready for Collapse

The accounting firm's business model isn’t broken yet, but the pyramid is crumbling.With Liz Farr for CPA TrendlinesMore here: https://cpatrendlines.com/?p=96758Podcaster and enfant terrible Blake Ol…
00:39:10  |   Tue 19 Apr 2022
Episode 412: The Disruptors: Martin Bissett Argues for the

Episode 412: The Disruptors: Martin Bissett Argues for the "Commercialization" of the Tax and Accounting Profession

With Liz Farr for CPA TrendlinesMore here: https://cpatrendlines.com/?p=96260 To win the staffing wars, accountants must develop a talent pipeline, practice advisor Martin Bissett tells Liz Farr in t…
00:46:42  |   Fri 08 Apr 2022
Episode 411: The Disruptors: Brannon Poe Rejects the Status Quo

Episode 411: The Disruptors: Brannon Poe Rejects the Status Quo

The Disruptors: Brannon PoeA Special Series with Liz Farr for CPA TrendlinesBrannon Poe is the founder of Poe Group Advisors and the creator of Accounting Practice Academy. He began facilitating succ…
00:34:01  |   Fri 01 Apr 2022
Episode 410: Disruptors: Accounting Nerds, Tap into Your Secret Super Powers

Episode 410: Disruptors: Accounting Nerds, Tap into Your Secret Super Powers

 Geni Whitehouse shows how to shift from a focus on mere data to priceless wisdom.With Liz Farrfor CPA TrendlinesCOVID showed us that we can do more than traditional services and that we can respond …
00:34:05  |   Mon 28 Mar 2022
Episode 408: How Private Equity Changes Everything

Episode 408: How Private Equity Changes Everything

Changing the way firms are structured, operated, and financially managedWith Steven SacksFor CPA TrendlinesThe CPA profession is entering another period of shifts in how firms will attain growth leve…
00:12:52  |   Sat 19 Mar 2022
Episode 407: How FinTech Billions Are Re-Making the Accounting Business, with Rick Telberg for CPA Trendlines

Episode 407: How FinTech Billions Are Re-Making the Accounting Business, with Rick Telberg for CPA Trendlines

Venture capital and private equity are pouring billions into financial technology start-ups. And this business will never be the same. Here CPA Trendlines founder, publisher, and editor Rick Telberg …
00:19:11  |   Sat 12 Mar 2022
Episode 406:  Matt Wilkinson: Think Small to Think Big – The Disruptors with Liz Farr for CPA Trendlines

Episode 406: Matt Wilkinson: Think Small to Think Big – The Disruptors with Liz Farr for CPA Trendlines

The Disruptors with Liz FarrMore here: https://cpatrendlines.com/?p=94950Matt Wilkinson’s Take-AwaysPart of your marketing is attracting new talent. Make yourself look good talent as they do their du…
00:35:34  |   Wed 09 Mar 2022
Episode 409: Your Sales Tax Compliance Headaches Are Only Just Beginning

Episode 409: Your Sales Tax Compliance Headaches Are Only Just Beginning

With Rick TelbergFor CPA TrendlinesThe changes wrought by COVID are still rolling through the business world, pushing many of them into online commerce and cross-border sales, according to Liz Armbru…
00:19:25  |   Tue 08 Mar 2022
Episode 405: Corey Schmidt on Re-Inventing Your Firm – The Disruptors with Liz Farr for CPA Trendlines

Episode 405: Corey Schmidt on Re-Inventing Your Firm – The Disruptors with Liz Farr for CPA Trendlines

The Disruptors with Liz FarrSee more here: https://cpatrendlines.com/?p=94934Corey Schmidt's Take-AwaysOffer your staff different paths to being successful.Pinpoint the talents you have on your staff…
00:25:43  |   Sat 05 Mar 2022
Episode 404: Geraldine Carter: Saving Accountants from Themselves – The Disruptors with Liz Farr for CPA Trendlines

Episode 404: Geraldine Carter: Saving Accountants from Themselves – The Disruptors with Liz Farr for CPA Trendlines

The Disruptors with Liz FarrGeraldine Carter is on a mission to make accounting more attractive as a profession, and to make accountants more profitable, particularly soloists and small firms.In this…
00:31:07  |   Mon 14 Feb 2022
Episode 403: Re-Inventing the Accounting Firm with Tyler Anderson – The Disruptors with Liz Farr for CPA Trendlines

Episode 403: Re-Inventing the Accounting Firm with Tyler Anderson – The Disruptors with Liz Farr for CPA Trendlines

With accounting talent so scarce, tax and accounting firms may be surprised to find untapped talents within their current staff, according to Tyler Anderson, partner and director of A&A innovation at…
00:25:13  |   Fri 28 Jan 2022
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