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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. 

Business News Finance News
Update frequency
every day
Average duration
33 minutes
Episodes
512
Years Active
2018 - 2025
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Erica Goode: Build a $200K Firm in 15 Hours a Week | The Disruptors

Erica Goode: Build a $200K Firm in 15 Hours a Week | The Disruptors

Thrive with a lean schedule, happy clients, and a calm home life.The DisruptorsWith Liz FarrErica Goode was exhausted and burned out as a corporate accountant and mom of two young children. “I could …
00:48:23  |   Tue 24 Jun 2025
Fineberg, Hecker: How CPAs Are Filling the 100,000-Wealth Advisor Gap | Holistic Guide to Wealth Management

Fineberg, Hecker: How CPAs Are Filling the 100,000-Wealth Advisor Gap | Holistic Guide to Wealth Management

Sponsored by CPA Trendlines Pro Membership  – See Today’s Special OfferBy Rory Henry CFP®, BFA™For CPA TrendlinesAs Teddy Roosevelt once said, “People don’t care how much you know until they know how…
00:47:39  |   Mon 23 Jun 2025
Guess Who’s in Ideal Position to Fill the Coming Shortage of Financial Advisors? | Holistic Guide to Wealth Management

Guess Who’s in Ideal Position to Fill the Coming Shortage of Financial Advisors? | Holistic Guide to Wealth Management

With a looming shortage of 100,000 financial advisors, CPAs have a once-in-a-generation opportunity to fill the gap.By Rory Henry CFP®, BFA™For CPA TrendlinesAs Teddy Roosevelt once said, “People don…
00:47:08  |   Mon 23 Jun 2025
Experts Call for Industry Overhaul | Accounting Influencers

Experts Call for Industry Overhaul | Accounting Influencers

Top minds in accounting push for systemic reform, more innovative tech, and a human-first workplace.Accounting Influencerswith Rob BrownWhile many firms report strong financials and steady client dem…
00:56:27  |   Sat 21 Jun 2025
Carl Peterson: Succession or Stagnation? | Gear Up For Growth

Carl Peterson: Succession or Stagnation? | Gear Up For Growth

AICPA’s Peterson sounds the alarm for small firms.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn a farewell interview on Gear Up for Growth, powered by CPA Trendlines, Carl Peterson, vice p…
00:35:49  |   Fri 20 Jun 2025
Your Identity Is Not a Liability | Accounting ARC

Your Identity Is Not a Liability | Accounting ARC

Silence, shame, and outdated policies still shape the profession—but we rise anyway.  Accounting ARCWith Liz Mason and Donny ShimamotoCenter for Accounting TransformationIn a stirring Pride Month epi…
00:37:00  |   Thu 19 Jun 2025
Will the

Will the "Big, Beautiful Bill" Pass? Why 80% Might Become Law—and What Accountants Need to Watch | Quick Tax Tip

Compromise, party discipline, and presidential influence could make this bill one of the most impactful yet.Quick Tax TipWith Art WernerCPE TodayWhen major tax reform is introduced, it's easy to assu…
00:03:03  |   Wed 18 Jun 2025
Go PRO!

Go PRO!

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  |   Wed 18 Jun 2025
Write Your Way to the Top: The Career Move Most Overlook | Accounting Influencers

Write Your Way to the Top: The Career Move Most Overlook | Accounting Influencers

What's the best professional step in accounting? It's free, powerful—and you're probably not doing it.Accounting Influencerswith Rob BrownWant to stand out in your firm? Build a loyal client base? At…
00:14:57  |   Wed 18 Jun 2025
Randy Crabtree: Live at the Intersection of Passion and Skill | The Disruptors

Randy Crabtree: Live at the Intersection of Passion and Skill | The Disruptors

Abandon rigid roles and redefine success on your own terms.The DisruptorsWith Liz FarrRandy Crabtree believes the biggest shift accounting needs isn’t in technology or tax law—it’s in mindset. For de…
00:53:52  |   Tue 17 Jun 2025
How to Save $8 Million in Estate Taxes with One Strategic Move (Before 2026) | The Concierge CPA

How to Save $8 Million in Estate Taxes with One Strategic Move (Before 2026) | The Concierge CPA

The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn this conversation, Dr. Jackie Meyer and Justin Baker delve into the intricacies of estate tax planning, discussing the current landscape of esta…
00:52:13  |   Mon 16 Jun 2025
Brannon Poe: PE Drives Demand--And Change | Accounting Influencers

Brannon Poe: PE Drives Demand--And Change | Accounting Influencers

What forces are really driving firm sales—and what separates the sellable from the stagnant?Accounting Influencerswith Rob BrownThe great reshuffle in accounting is underway.With three-quarters of th…
00:25:51  |   Sat 14 Jun 2025
Phil Whitman: No PE? No Problem. How CPA Firms Can Stay Fiercely Independent | Gear Up For Growth

Phil Whitman: No PE? No Problem. How CPA Firms Can Stay Fiercely Independent | Gear Up For Growth

Can CPA firms still stay independent? Yes—but only if they get serious.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn the latest episode of Gear Up for Growth, host Jean Caragher sits down …
00:45:50  |   Fri 13 Jun 2025
What Happens in Vegas… Gets Reported on a Tax Return | ARC

What Happens in Vegas… Gets Reported on a Tax Return | ARC

You can serve brothels, cannabis firms, and poker pros—just don’t cross the legal line.Accounting ARCWith Liz Mason and Byron PatrickCenter for Accounting TransformationAccountants are often seen as …
00:37:48  |   Thu 12 Jun 2025
Turn Conference Season Into Career Gold | Accounting Influencers

Turn Conference Season Into Career Gold | Accounting Influencers

Break down the strategy behind smart networking, brand building, and true ROI at live events.Accounting Influencerswith Rob BrownDo you really know how to work a conference?Sure, you’ve been to plent…
00:14:36  |   Wed 11 Jun 2025
Jennifer Harrity:  The Business Case for Doing Good: ESG, B Corp & Real Returns | MOVE Like This

Jennifer Harrity: The Business Case for Doing Good: ESG, B Corp & Real Returns | MOVE Like This

“We don’t need a few companies doing everything perfectly, we need everyone doing something. That’s how real change happens.” MOVE Like ThisWith Bonnie Buol RuszczykFor CPA TrendlinesIn this episode …
00:43:52  |   Wed 11 Jun 2025
McClelland and Telka: Women Ready to Rewrite the Rules of Accounting | The Disruptors

McClelland and Telka: Women Ready to Rewrite the Rules of Accounting | The Disruptors

Representation isn't symbolic. It’s essential for the profession’s future.The DisruptorsWith Liz FarrAccounting pros Nancy McClelland, CPA, and Questian Telka, EA, are pulling back the curtain on wha…
01:04:28  |   Tue 10 Jun 2025
Matt Tait: The Monthly Close Should Be History | The Concierge CPA

Matt Tait: The Monthly Close Should Be History | The Concierge CPA

Peek inside the firm powering real-time finance for 1,000+ companies with just 100 staff. The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn this episode of the Concierge CPA Podcast, Dr. Jackie …
00:53:19  |   Mon 09 Jun 2025
Terrell Turner: Every CPA Should Think Like an Entrepreneur | Accounting Influencers

Terrell Turner: Every CPA Should Think Like an Entrepreneur | Accounting Influencers

The profession’s future belongs to those who step out of the back room and into the boardroom Accounting Influencerswith Rob BrownTerrell Turner, CPA, co-founder of TLTurner Group, says the accountin…
00:29:18  |   Sat 07 Jun 2025
Carla McCall: Create Leaders from Within | Gear Up For Growth

Carla McCall: Create Leaders from Within | Gear Up For Growth

Self-awareness and self-reflection are key to discovering an authentic leadership style.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn this episode of Gear Up for Growth, host Jean Caragher…
00:33:59  |   Fri 06 Jun 2025
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