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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 Finance Business News
Update frequency
every day
Average duration
33 minutes
Episodes
508
Years Active
2018 - 2025
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Go PRO: Get full sitewide access with today's best offer

Go PRO: Get full sitewide access with today's best offer

Attention CPAs and accounting pros! Are you ready to take your practice to the next level? Then it’s time to upgrade to CPA Trendlines PRO Membership—your all-access pass to premium insights, strateg…
00:01:19  |   Fri 15 Aug 2025
Go PRO: Get full sitewide access with today's best offer

Go PRO: Get full sitewide access with today's best offer

Attention CPAs and accounting pros! Are you ready to take your practice to the next level? Then it’s time to upgrade to CPA Trendlines PRO Membership—your all-access pass to premium insights, strateg…
00:01:19  |   Fri 15 Aug 2025
Karen Waga: Why Storytelling Drives Recruiting | Gear Up for Growth

Karen Waga: Why Storytelling Drives Recruiting | Gear Up for Growth

Connect emotionally with top talent through real experiences.Sponsored by Small Office / Home Office Cyber Security Protection for Accountants. Learn more here Gear Up for GrowthWith Jean CaragherFor…
00:29:17  |   Fri 15 Aug 2025
From Audit Bags to TikTok Tags, Gen Z Talks Success | ARC

From Audit Bags to TikTok Tags, Gen Z Talks Success | ARC

In this episode of Student-led Conversations, accounting leaders and emerging pros share how staying open can change everything.Accounting ARCWith Arpan Grewal and Harshita MultaniCenter for Accounti…
00:59:07  |   Thu 14 Aug 2025
Werner: Private Foundations Under the Microscope | Quick Tax Tip

Werner: Private Foundations Under the Microscope | Quick Tax Tip

Progressive tax changes could reshape the charitable giving landscape.Quick Tax TipWith Art WernerCPE TodayPrivate foundations may soon find themselves writing bigger checks to the IRS. In the latest…
00:01:44  |   Wed 13 Aug 2025
Dillon: A Sustainable, No-Debt Path to Firm Expansion | Big 4 Transparency

Dillon: A Sustainable, No-Debt Path to Firm Expansion | Big 4 Transparency

Acquisition isn’t assimilation—it’s alignment.Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA TrendlinesOn the latest episode of The Big 4 Transparency Podcast, Marcus Dillon, founder and president …
00:38:57  |   Wed 13 Aug 2025
Yoss: PDF Freedom; No Subscription Required | Quick Tech Talk

Yoss: PDF Freedom; No Subscription Required | Quick Tech Talk

Free and powerful PDF tools are hiding in plain sight. Here’s how to find them.Quick Tech TalkWith Steve YossCPE TodayWhen you think about Portable Document Format (PDF) files, there’s a good chance …
00:02:10  |   Tue 12 Aug 2025
How EOS and “Unreasonable Hospitality” Reshaped GrowthLab | The Disruptors

How EOS and “Unreasonable Hospitality” Reshaped GrowthLab | The Disruptors

Applying entrepreneurial principles and embracing a culture of extraordinary service, this finance firm is breaking the mold.The DisruptorsWith Liz FarrDan Gertrudes doesn’t consider himself an accou…
01:10:50  |   Tue 12 Aug 2025
Go PRO: Get full sitewide access with today's best offer

Go PRO: Get full sitewide access with today's best offer

Attention CPAs and accounting pros! Are you ready to take your practice to the next level? Then it’s time to upgrade to CPA Trendlines PRO Membership—your all-access pass to premium insights, strateg…
00:01:19  |   Mon 11 Aug 2025
Adjei: Stop Avoiding IRS Representation—and Start Profiting From It | The Concierge CPA

Adjei: Stop Avoiding IRS Representation—and Start Profiting From It | The Concierge CPA

From Big Four consulting to FEMA volunteerism, Adjei blends problem-solving, purpose, and proactive planning.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesWhen Hurricane Harvey submerged his fi…
00:43:01  |   Mon 11 Aug 2025
Why P.E. Is Winning the Talent Wars | Accounting Influencers

Why P.E. Is Winning the Talent Wars | Accounting Influencers

PE-backed firms are luring top performers with faster promotions, equity stakes, and career paths that traditional firms rarely offer.Accounting InfluencersWith Rob BrownPrivate equity’s influence on…
00:23:51  |   Sat 09 Aug 2025
Stop Dropping the Ball After the Sale | It's Not Just the Numbers

Stop Dropping the Ball After the Sale | It's Not Just the Numbers

In CAS, winning the client is just the first step—success depends on what happens next.It's Not Just the NumbersWith Penny Breslin and Damien GreatheadFor CPA TrendlinesFor many accounting firm owner…
00:42:25  |   Fri 08 Aug 2025
From Zero to Auditor in 3 Days | Gear Up For Growth

From Zero to Auditor in 3 Days | Gear Up For Growth

The immersive experience transforms recruiting from a guessing game into a hands-on, culture-rich audition.Gear Up for GrowthWith Jean CaragherFor CPA Trendlines In the latest episode of Gear Up for …
00:36:04  |   Fri 08 Aug 2025
Reza Hooda: Model a 7-Figure Firm in 10Hrs/Week | The Concierge CPA

Reza Hooda: Model a 7-Figure Firm in 10Hrs/Week | The Concierge CPA

Building a firm should provide time, money, and freedom. The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn this conversation, Dr. Jackie Meyer, CPA and Reza Hooda, Coach & Mentor to Accountants …
00:34:17  |   Thu 07 Aug 2025
AI Is Already in Your Systems—Here’s How to Govern It | Innovation Insights

AI Is Already in Your Systems—Here’s How to Govern It | Innovation Insights

Experts outline the flexible framework that works for a three‑person shop or a 30,000‑employee enterprise.Innovation InsightsWith Donny ShimamotoCenter for Accounting TransformationArtificial intelli…
00:42:59  |   Thu 07 Aug 2025
Werner: Why that eBay Sale May Be Reportable | Quick Tax Tip

Werner: Why that eBay Sale May Be Reportable | Quick Tax Tip

New 1099-K reporting rules mean your eBay, Etsy, or other online sales could land on the IRS’s radar—even if you’re just cleaning out your garage.Quick Tax TipWith Art WernerCPE TodayIf you’ve been s…
00:01:52  |   Wed 06 Aug 2025
Costin, Mason: Next Gen Won’t Compromise on Belonging| MOVE Like This

Costin, Mason: Next Gen Won’t Compromise on Belonging| MOVE Like This

Prioritize belonging over optics.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA TrendlinesIn this episode of MOVE Like This, Bonnie Buol Ruszczyk speaks with Dr. Claire Costin, CPA (University of Por…
00:53:55  |   Wed 06 Aug 2025
May: From Negative K-1s to National Platform | Big 4 Transparency

May: From Negative K-1s to National Platform | Big 4 Transparency

“CAS gets stronger as tech gets better. The market’s expanding, not shrinking.” Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA TrendlinesIn this episode of Big 4 Transparency, Matthew May, former c…
00:41:22  |   Wed 06 Aug 2025
Yoss: Stronger Cybersecurity Starts with Stronger Internal Controls

Yoss: Stronger Cybersecurity Starts with Stronger Internal Controls

A proactive framework that includes these four steps can help keep your organization safe.Quick Tech TalkWith Steve YossCPE TodayWhether your organization operates out of a small-town office or a glo…
00:02:11  |   Tue 05 Aug 2025
Vilms: Proving the Power of People in a Tech‑Driven World | The Disruptors

Vilms: Proving the Power of People in a Tech‑Driven World | The Disruptors

Listening, translating, and meeting clients where they are is just as important as adopting the latest tech.The DisruptorsWith Liz FarrMichelle Vilms has a perspective that most small business accoun…
01:07:11  |   Tue 05 Aug 2025
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