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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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Episode 402: Closing the Sale, with Sarah Dobek and Ty Hendrickson

Episode 402: Closing the Sale, with Sarah Dobek and Ty Hendrickson

With Sarah Dobek and Ty Hendrickson for CPA TrendlinesMore here: https://cpatrendlines.com/2022/01/17/close-the-sale-getting-across-the-finish-line/Negotiating the terms of a new engagement can be in…
00:12:11  |   Wed 19 Jan 2022
Episode 401: The Disruptors: New Padgett COO Amanda Aguillard Explains How to Scale

Episode 401: The Disruptors: New Padgett COO Amanda Aguillard Explains How to Scale

“Process, process, process” and other lessons in scaling an accounting business.With Liz FarrMore here: https://cpatrendlines.com/2022/01/13/the-disruptors-new-padgett-coo-amanda-aguillard-explains-h…
00:29:28  |   Thu 13 Jan 2022
Episode 51: Offshoring and Outsourcing, with Shawn Parikh

Episode 51: Offshoring and Outsourcing, with Shawn Parikh

Matt Solomon interviews Shawn Parikh about the world of Offshoring and Outsourcing in a Covid world and a post-Covid world.
00:16:31  |   Mon 27 Dec 2021
Episode 50: Diving for Dollars with Data, with Brian Suthoff

Episode 50: Diving for Dollars with Data, with Brian Suthoff

Matt Solomon, for CPA Trendlines, interviews Brian Suthoff of Tally Street, to explore Diving for Dollars with Data. 
00:11:50  |   Fri 24 Dec 2021
Episode 49: Blockchain 101: Implications for Accounting Firms, with John Shaw

Episode 49: Blockchain 101: Implications for Accounting Firms, with John Shaw

Featuring John Shaw interviewed by Steven Sacks for CPA Trendlines.In Blockchain Basics for Business, Steve Sacks interviews Jack Shaw on the elements of the technology, its early beginnings, the ind…
00:28:55  |   Tue 21 Dec 2021
Episode 48: The Keys to Better Client Relations, with Jeff Pawlow

Episode 48: The Keys to Better Client Relations, with Jeff Pawlow

What do clients really want? Mostly, it’s not what you’re giving them now.Seventy percent of clients are barely aware of the extra services you can provide, and 80 percent want something specific tha…
00:03:50  |   Sat 18 Dec 2021
Episode 47: How to Hire the Best, with Josh Fisher

Episode 47: How to Hire the Best, with Josh Fisher

In this interview, Richard Rothstein (Founder of Rothstein Consulting) speaks with Josh Fisher (District Partners) about what recruiting looks for accounting firms in 2021, and how Covid has affected…
00:14:11  |   Wed 15 Dec 2021
Episode 46: Staffing in the Age of COVID, with Pasha Malick

Episode 46: Staffing in the Age of COVID, with Pasha Malick

In this interview, Richard Rothstein (Founder of Rothstein Consulting) speaks with Pasha Malik (Founder and Principal of Thyor) about what recruiting looks for accounting firms in 2020, and how Covid…
00:20:24  |   Sun 12 Dec 2021
Episode 45: Fighting the Staffing Crisis in Accounting, with Lee Cohen

Episode 45: Fighting the Staffing Crisis in Accounting, with Lee Cohen

In this interview, Richard Rothstein, Founder of Rothstein Consulting, speaks with Lee Cohen, Founder and Managing Partner of LM Cohen, about what recruiting looks like for accounting firms, and how …
00:11:36  |   Thu 09 Dec 2021
Episode 45: What Works in Staffing Today, with Todd Hockenberry

Episode 45: What Works in Staffing Today, with Todd Hockenberry

Richard Rothstein of Rothstein Consulting interviews Todd Hockenberry from Top Line Results for CPA Trendlines
00:26:55  |   Mon 06 Dec 2021
Episode 44: How Covid Impacts Global Recruiting, with Dan Tyer, Author of Inbound Organization

Episode 44: How Covid Impacts Global Recruiting, with Dan Tyer, Author of Inbound Organization

In this interview, Richard Rothstein (Founder of Rothstein Consulting) speaks with Dan Tyer (Author of Inbound Organization, Hubspot) about what recruiting looks like for accounting firms in 2021, an…
00:22:06  |   Fri 03 Dec 2021
Episode 44: Growing Revenue Through Client Service, with Sarah Dobek and Ty Hendrickson

Episode 44: Growing Revenue Through Client Service, with Sarah Dobek and Ty Hendrickson

With Sarah Johnson Dobek and Ty HendricksonInovautus ConsultingSales is sometimes presented as this abstract notion of convincing someone to buy your product, but it actually follows a simple framewo…
00:14:28  |   Tue 30 Nov 2021
Episode 43: How Covid Changes Recruiting, with Ronald Kranzler

Episode 43: How Covid Changes Recruiting, with Ronald Kranzler

In this interview, Ronald Kranzler, Managing Partner of HKMP, talks about what recruiting looks like for accounting firms these days, and how Covid has affected things.Ronald talks about retention is…
00:22:06  |   Fri 26 Nov 2021
Episode 42: Lease Accounting Gets Real, with Ane Ohm, LeaseCrunch

Episode 42: Lease Accounting Gets Real, with Ane Ohm, LeaseCrunch

After a brief pandemic pause, new lease accounting rules will start to hit hard in 2022.With Ane OhmCEO, Founder of LeaseCrunchMore at CPA Trendlines here
00:21:14  |   Thu 25 Nov 2021
Episode 41: EisnerAmper CEO Explains the Firm's Private Equity Deal

Episode 41: EisnerAmper CEO Explains the Firm's Private Equity Deal

EisnerAmper CEO Charly Weinstein calls the firm’s deal to take on private equity a new wrinkle in the profession’s decades-old struggle to secure fresh capital for expansion in an increasingly compet…
00:28:59  |   Mon 22 Nov 2021
Episode 2: Flash Briefing: A “Call to Arms” after Private Equity Deal

Episode 2: Flash Briefing: A “Call to Arms” after Private Equity Deal

With Dom Esposito and Anthony ZeccaEisnerAmper’s deal to take on private equity and spin off its attest firm represents a new path forward for firms seeking capital to remain competitive in talent an…
00:58:36  |   Sun 14 Nov 2021
Episode 1: Google Ad Tips for Accountants with Becky Livingston

Episode 1: Google Ad Tips for Accountants with Becky Livingston

Here's how to stand out online and attract new clients -- the right kind of clients -- to your tax and accounting practice. Let Becky Livingston be your guide. She's a seasoned digital marketer for a…
01:00:50  |   Thu 07 Oct 2021
Episode 4: IRS Notice 2021-29 “drops a bomb” on the Employee Retention Credit.

Episode 4: IRS Notice 2021-29 “drops a bomb” on the Employee Retention Credit.

The “Uncle Billy” Problem with the ERCWith Bradley Burnett, JD LLMWith 18 months of water under the bridge, we’re three-fourths of the way through the Employee Retention Program, the IRS changed thei…
00:05:39  |   Fri 27 Aug 2021
Episode 3: Bradley Burnett:

Episode 3: Bradley Burnett: "Brand spanking new!" IRS Notice N-2021-49 on the Employee Retention Credit, with Rick Telberg for CPA Trendlines

Bradley Burnett, JD LLM, delivers a first-read on the new IRS notice, which adds 34 pages of additional guidance on the Employee Retention Credit. What does it clarify? And will it help accountants h…
00:07:51  |   Thu 05 Aug 2021
Episode 2: Pasha Mailk: Four Ways to Beat the Staffing Shortage, with Richard Rothstein for CPA Trendlines

Episode 2: Pasha Mailk: Four Ways to Beat the Staffing Shortage, with Richard Rothstein for CPA Trendlines

Kill the billable hour, embrace remote work, stay flexible, get social, says Pasha Malik of Thyor.Twitter and Linkedin are the go-to resources for finding new talent at the McLean, Va.-based Thyor gr…
00:20:26  |   Tue 03 Aug 2021
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