Bedste Cpa Trendlines-podcasts (2025)

1
Kimberly Ellison-Taylor: Why Talent Is the Key to Growth | Gear Up For Growth 35:10

9h ago35:10

35:10

“We have to tell a better story, but we also have to have a better story to tell.” Gear Up for Growth With Jean Caragher For CPA Trendlines A powerhouse in the accounting profession, Kimberly Ellison-Taylor, CPA, CGMA, CITP, CISA, the CEO of KET Solutions, shares her deep insights on talent recruitment and retention, inclusive leadership, and the e…

1
Steve Yoss: AI's Power in Assurance Services | Quick Tech Talks 2:02

1d ago2:02

2:02

Efficiency meets innovation when you turbocharge audits with AI. Quick Tech Talk With Steve Yoss CPE Today Accountants can leverage AI tools—not just the industry-specific platforms like MindBridge and Inflow Systems, but also generative AI tools such as ChatGPT and Claude—to enhance their auditing processes. MORE STEVE YOSS MORE TECH Exclusively f…

1
Breaking the Burnout Cycle in Accounting | ARC 45:01

2d ago45:01

45:01

"A firm’s culture during busy season reveals its true colors." Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto. Center for Accounting Transformation As the busiest time of year looms for accountants, industry leaders Byron Patrick, CPA.CITP, CGMA; Donny Shimamoto, CPA.CITP, CGMA; and Liz Mason, CPA, share practical advice for main…

1
Salim Omar: Identify Your Client's $100,000 Problem | The Disruptors 48:50

3d ago48:50

48:50

If you try to help everyone, you don’t help anyone. The Disruptors With Liz Farr Salim Omar, CPA, opened his firm in 1996 after working as a CFO in a small investment boutique firm because he wanted to be his own boss. But the experience was terrible: “I found myself working long hours. I was not enjoying the work I was doing. Having the team was a…

1
From Strategy to Leadership: How Marketing Is Reshaping the Accounting Profession | Capstone Conversations 1:12:03

4d ago1:12:03

1:12:03

"This is the golden age of opportunity for accounting marketers. Let’s seize it.” Capstone Conversations By Jean Caragher For CPA Trendlines Accounting marketing has come a long way since the landmark Bates v. State Bar of Arizona case, which 45 years ago allowed professional services firms to market their services. Today, as firms navigate digital…

1
The Evolution of Accounting: Insights from Barry Melancon’s Historic Career | Gear Up For Growth 42:22

7d ago42:22

42:22

"The accounting profession today is living its golden age, driven by its expanded capabilities." Gear Up for Growth With Jean Caragher For CPA Trendlines In a landmark episode of the Gear Up For Growth podcast, Barry Melancon, CPA, CGMA, the longest-serving CEO in AICPA history, joined host Jean Caragher to share his invaluable insights on the evol…

1
Art Werner: Busy Season Predictions for 25-26 | Quick Tax Tip 2:24

8d ago2:24

2:24

Learn why the upcoming busy seasons could be among the most demanding in recent memory. Quick Tax Tip With Art Werner CPE Today According to seasoned tax educator Art Werner, the next busy season may be the last of what he calls a "lull period." Preparers are currently working under existing laws, dealing with the tax returns for the 2024 calendar …

1
Accounting in Transition: Reflections on 2024 and the Road Ahead | ARC 39:01

12d ago39:01

39:01

Accounting ARC wraps 2024 with insights and bold 2025 predictions. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto. Center for Accounting Transformation Since its launch in May, the Accounting ARC podcast, hosted Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, has quickly gained traction as a th…

1
Katie Lyles: Marketing Triumphs Amid Chaos | Capstone Conversations 20:28

18d ago20:28

20:28

Risk-taking and transparency emerge as key drivers for success in accounting marketing. Capstone Conversations By Jean Caragher For CPA Trendlines When Katie Lyles joined Dallas-based accounting firm Lane Gorman Trubitt at the end of 2019, she anticipated a role focused on coordinating live events. Little did she know, her career trajectory would b…

1
Michael King: The Rise of Fractional CFOs Provides Challenges and Opportunities | Accounting Influencers 30:25

21d ago30:25

30:25

In a world of AI, outsourcing, and shifting client expectations, accountants can remain indispensable. Accounting Influencers with Rob Brown Michael King’s journey to becoming a fractional CFO and mentor to accounting professionals is as unconventional as it is inspiring. A former nuclear submarine engineer, King transitioned into the world of busi…

1
Steve Yoss: Automating Data Entry Reconciliations with AI | Quick Tech Talks 2:19

22d ago2:19

2:19

Save time and reduce errors with automated transaction mapping. Quick Tech Talk With Steve Yoss CPE Today Artificial intelligence is a game-changing technology. Its ability to take on tedious processes allows accountants to focus on higher-value work. A prime example is bank feeds in applications like QuickBooks, Xero, and other accounting platform…

1
Ron Baker: Transformative Visions for the Accounting Profession | ARC 36:37

23d ago36:37

36:37

"I’d rather have questions I can’t answer than answers I can’t question." Accounting ARC With Donny Shimamoto. Center for Accounting Transformation Ron Baker discusses his revolutionary journey in accounting, his challenge to the status quo, and how accountants can lead transformation. MORE Accounting ARC: Angie Grissom: Next Gen Inspo for Accounta…

1
Jackie Meyer: Earn More with Fewer Clients | The Disruptors 38:23

24d ago38:23

38:23

Create a win-win with "The ROI Method of Value Pricing." The Disruptors With Liz Farr In 2016, Jackie Meyers needed a change. Long hours, health issues, and missing out on her kids’ activities forced her to make a radical change. She leaned into tax advisory and tried a new value pricing methodology, which “tripled to quadrupled revenue for our cli…

1
Lauren Clemmer: Confidence, Collaboration, and the Future of Accounting Marketing | Capstone Conversations 21:59

25d ago21:59

21:59

Firms that embrace marketing as a strategic priority unlock opportunities for growth and differentiation. Capstone Conversations By Jean Caragher For CPA Trendlines The world of accounting marketing is one of transformation, resilience, and adaptability. Few individuals embody these qualities as profoundly as Lauren Clemmer, the former Executive Di…

1
Susan Bryant: Set Boundaries and Elevate Client Services for Better Results | Accounting Influencers 31:09

27d ago31:09

31:09

Accountants who stay silent risk disappointing--and probably losing--clients. Accounting Influencers with Rob Brown Accountants, take charge of your client relationships—that was the call to action from Susan Bryant, CPA, on a recent episode of Accounting Influencers. The episode, hosted by Rob Brown, highlights Bryant’s mission to empower accounta…

1
Tim Allen: My Secret to Niche Success | Gear Up for Growth 27:30

28d ago27:30

27:30

Discover how specialization can drive unparalleled success. Gear Up for Growth With Jean Caragher For CPA Trendlines With over 30 years of experience in winery finance and a thriving boutique firm dedicated exclusively to the wine industry, Tim Allen, CPA, shares the journey that led him to carve out this unique niche. Gear Up for Growth spotlights…

1
Angie Grissom: Inspiration for the Next Generation of Accountants – From a Non-Accountant | ARC 20:49

1M ago20:49

20:49

“Leadership and culture define the future of accounting firms.” Accounting ARC With Donny Shimamoto. Center for Accounting Transformation When Angie Grissom first stepped into a Nashville-based consulting firm, she likely didn’t foresee owning and transforming it. Yet, over two decades later, she leads The Rainmaker Companies, a firm dedicated to e…

1
Jack Flaherty: Don't Be a 'Yes' Person | The Disruptors 1:02:00

1M ago1:02:00

1:02:00

The next generation is purpose-driven, and the firms that lean into this will retain scarce talent. The Disruptors With Liz Farr Jack Flaherty believes that one of the most important business skills is on the wane: the art of decision-making. “We're all becoming ‘Yes’ people. We don't want to have an objective discussion, bringing out different ide…

1
Sarah Dobek: How Curiosity and Problem-Solving Propel Success in Accounting Marketing | Capstone Conversations 36:37

1M ago36:37

36:37

The Hall of Famer explains why understanding buyer behavior is the toughest—and most rewarding—part of the job. Capstone Conversations By Jean Caragher For CPA Trendlines A trailblazer in the field, Sarah Dobek was recently inducted into the Association for Accounting Marketing (AAM) Hall of Fame, cementing her status as a Bruce W. Marcus Lifetime …

1
Art Werner: How to Turn Tax Prep into Tax Advisory | Quick Tax Tip 3:22

1M ago3:22

3:22

Quick Tax Tip With Art Werner CPE Today Every CPA, EA, and tax professional should attend at least one federal tax update program annually. It’s like stretching or warming up before intense exercise. Show notes here | More Art Werner A tax update serves two main purposes and demonstrates your value: prep for tax and expand client value.…

1
Ed Kless: Accounting Must Innovate Beyond Technology | Accounting Influencers 20:52

1M ago20:52

20:52

In an era when traditional models fail, accountants should rethink relevance, client experience, and the power of language. Accounting Influencers with Rob Brown Accounting visionary Ed Kless challenges the profession to move beyond the traditional billable hour and embrace a proactive, subscription-based model. In this episode of Accounting Influe…

1
August Aquila: Getting Profits from Marketing | Gear Up for Growth 40:27

1M ago40:27

40:27

"Every client interaction is a marketing opportunity." Gear Up for Growth With Jean Caragher For CPA Trendlines Marketing has evolved from a client acquisition tool to a vital part of a firm's overall strategy. “When we first started marketing firms, it was all about bringing in the client and not worrying about anything else,” says August Aquila o…

1
Art Werner: Navigating Business Structure Decisions Amid Tax Law Changes | Quick Tax Tip 2:52

1M ago2:52

2:52

Quick Tax Tip With Art Werner CPE Today We are anticipating changes to tax laws that could significantly impact clients, either positively or negatively, depending on the structure of their businesses. Full show notes here | More Art Werner One major consideration is the type of business entity the client operates. The options include sole propriet…

1
CPA Trendlines - The Center for Accounting Transformation - Accounting ARC - Ep 24_Is Accounting Really STEM? 36:53

1M ago36:53

36:53

Accounting experts debate STEM designation and its implications for the accounting field. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto. Center for Accounting Transformation As accounting evolves into a technology-driven profession, a question looms: Does accounting qualify as a STEM (Science, Technology, Engineering, and Math) …

1
Tom Wheelwright: If It's Not Fun, Rethink Client Service | Accounting Influencers 31:35

1M ago31:35

31:35

"Good accountants focus on tasks, but great ones focus on outcomes." Accounting Influencers with Rob Brown WealthAbility founder and veteran CPA Tom Wheelwright dives into the essential strategies for client-centric service and relationship-building in accounting. Hosted by Rob Brown, this episode explores how accountants can elevate their client r…

1
Gary Shamis: Strategy Is Easy. Execution Is Key | Gear Up for Growth 31:59

1M ago31:59

31:59

Moving beyond a "partner-driven" model is essential to scale operations and continue growth. Gear Up for Growth With Jean Caragher For CPA Trendlines While many skills contribute to effective leadership, Gary Shamis, president & CEO of Winding River Consulting, says executing strategic plans is the most critical. Full episode notes and video here |…

1
Rose Wang: Where Numbers Meet Strategy and Creativity | Accounting ARC 27:53

1M ago27:53

27:53

Accounting ARC With Donny Shimamoto. Center for Accounting Transformation As the accounting profession expands beyond its traditional boundaries, Rose Wang represents a new wave of CPAs who bring strategic thinking and entrepreneurial savvy to the table. With roles as a principal consultant at both IntrapriseTechKnowlogies LLC and Apaira Group LLC,…

1
Greg Adams: From Finance to Storytelling | The Disruptors 54:24

2M ago54:24

54:24

Accountants need to write their own stories. The Disruptors With Liz Farr Greg Adams believes that accountants' work opportunities have long been underappreciated and misunderstood. When accountants at parties are asked what they do, Adams explained that they always have to give the “but answer,” as in, "I’m an accountant, but I have a really cool …

1
Glen Carmichael: Leadership Sets the Tone for Marketing Success | Capstone Conversations 16:47

2M ago16:47

16:47

Capstone Conversations By Jean Caragher For CPA Trendlines Glen Carmichael, digital marketing coordinator at YHB CPAs and Consultant, is pushing the firm's newsletter to more than 55,000 recipients, growing educational webinars to 23, and garnering 64,000 blog readers annually. And she's just getting started, Show notes here | Follow Jean Caragher …

1
Gary Shamis: When It Comes to PE, Young Partners Should Proceed Cautiously | Accounting Influencers 30:14

2M ago30:14

30:14

Private equity in accounting could boost firm value, but at what personal cost? Accounting Influencers with Rob Brown In a deep dive into private equity’s involvement in accounting, Gary Shamis, CEO of Winding River Consulting, describes how investment firms see value in the sector's steady cash flows and resilient recession history. “It’s not that…

1
Unlocking the Secrets to Smart Growth with Alan Whitman | Gear Up For Growth 39:47

2M ago39:47

39:47

"Speed and being nimble are critical to being able to try new things and iterate quickly." Gear Up For Growth With Jean Caragher For CPA Trendlines Alan Whitman, CEO of ADW Advisory, formerly led Baker Tilly U.S. through a meteoric rise from $475 million to $1.5 billion in revenue. In this episode of Gear Up For Growth, he shares his wealth of expe…

1
TikTok Fraud Exposes Gaps in Financial Literacy | Accounting ARC 31:27

2M ago31:27

31:27

Social media users jumped on a Chase ATM “free money” scheme—but the consequences were severe. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto. Center for Accounting Transformation In the age of social media, financial misinformation can spread as rapidly as it’s created, and the Chase Bank ATM scam exemplifies this. MORE Accounti…

1
Jody Padar: Make Radical Changes Now If You Want to Be Relevant in 2030 | The Disruptors 58:01

2M ago58:01

58:01

Your pricing isn’t aligned with the future, and neither is your business model. Plus: 18 more takeaways. The Disruptors With Liz Farr Jody Padar, The Radical CPA, has been pushing for big changes in accounting for years. Her latest book, Radical Pricing, is a blueprint for firm owners who want to fully transform their businesses to serve clients be…

1
Stacy Dreher: Scaling Marketing Excellence for CPA Firms | Capstone Conversations 34:17

2M ago34:17

34:17

"Marketing CPA firms in a sea of sameness is challenging, but when you niche down, the possibilities are limitless." By Jean Caragher For CPA Trendlines In the latest episode of Capstone Conversations, Stacy Dreher, the Director of Practice Growth at James Moore & Company and the Association for Accounting Marketing’s (AAM) 2024 Marketer of the Yea…

1
Bailey Parnell: Why Accountants Must Master Soft Skills in a VUCA World | Accounting Influencers 31:35

2M ago31:35

31:35

Having a growth mindset, seeking feedback, and auditing one's skills are essential to continuous learning and development. Accounting Influencers with Rob Brown Bailey Parnell, owner of Skills Camp, emphasizes the importance of soft skills in the workplace, particularly in high-pressure professions like accounting. She stresses that grit is just on…

1
John Higgins: How ChatGPT Can Help CPAs Be Advisors | Gear Up For Growth 36:13

2M ago36:13

36:13

"Clients want value, and now, with these tools, you can give them more value." Gear Up for Growth With Jean Caragher For CPA Trendlines “AI and ChatGPT-type tools can become your advisory services assistant,” says John Higgins, founder and CEO of Higgins Advisory. “It can help CPAs communicate better as an advisor and help identify the things CPAs …

1
Art Werner: Preparing for the Tax Cuts and Jobs Act to Expire | Quick Tax Tip 2:51

2M ago2:51

2:51

Quick Tax Tip With Art Werner CPE Today As the end of 2024 draws closer, tax advisors and taxpayers should prepare for major changes that could significantly impact tax bills. Art Werner highlights an upcoming challenge: the scheduled expiration of the Tax Cuts and Jobs Act (TCJA), which was signed into law in 2017 and brought significant tax break…

1
How Accounting Pros Own the Stage in Public Speaking | Accounting ARC 51:32

2M ago51:32

51:32

From free speeches to paid engagements, thought leaders discuss breaking into the speaking circuit and what they’ve learned along the way. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto. Center for Accounting Transformation In this episode of Accounting ARC, Donny Shimamoto, Liz Mason, and Byron Patrick dive into the world of pai…

1
Greg Kyte: Being a CPA is Like Being the Marie Kondo of Numbers | Accounting ARC 36:36

2M ago36:36

36:36

Find your unique voice in the profession, and don’t be afraid to innovate. Accounting ARC With Donny Shimamoto. Center for Accounting Transformation Greg Kyte defies every stereotype of the typical accountant. Kyte, a licensed CPA and in-house accountant for a company managing medical office buildings, is also a stand-up comedian. In a recent inter…

1
Rebecca Driscoll: Amplify Reach by Helping Other Firm Owners | The Disruptors 56:27

2M ago56:27

56:27

The future of accounting will be strategy, communication, analysis, and proactive support. The Disruptors With Liz Farr Rebecca Driscoll went out on her own at a young age when a partner at the CPA firm where she was working encouraged her. “You're not cut out for this path that we have in a traditional accounting firm,” Driscoll recalls him tellin…

1
Becca Johns: How Rea CPAs Is Pushing into Advisory | Capstone Conversations 27:28

2M ago27:28

27:28

Challenging the CPA mindset. Capstone Conversations With Jean Caragher Rea & Associates is transitioning from a traditional CPA-centric model to a broader advisory role, aiming to offer services such as IT consulting and wealth management. Becca Johns, director of practice growth, tells Jean Caragher in this episode of Capstone Conversations that t…

1
Ed Warren: Have Difficult Conversations to Grow Your Business | Accounting Influencers 29:24

2M ago29:24

29:24

Prune your existing portfolio to create a revenue pipeline. Accounting Influencers with Rob Brown Ed Warren, a veteran sales executive in the accounting industry, shares expert insights on growing accounting firms through client advisory services and leveraging technology to stay ahead of the competition in this episode of the Accounting Influencer…

1
Rory Henry: Create the Return on Relationship | The Disruptors 55:01

2M ago55:01

55:01

Be a client-centric human in a world of AI and technology. The Disruptors With Liz Farr Several years ago, Rory Henry asked himself, “Why don’t financial advisors and CPAs work together?” It boggled his mind because both work with the client’s finances but are not always in sync. “We’re advising them on their businesses, and then the wealth advisor…

1
Lucas LaChance: Revenue Generation through Digital Marketing | Capstone Conversations 38:33

2M ago38:33

38:33

With Jean Caragher For CPA Trendlines Lucas LaChance brings an auditor’s eye to marketing as the partner in charge of practice growth at Dallas-based Lane Gorman Trubitt, where he drives digital strategies that have fueled 143 percent revenue gains. More Capstone Conversations here | Follow Jean Caragher on CPA Trendlines here. | Get her best-selli…

1
Reinventing Accounting: A Lawyer’s Perspective on Industry Disruption | Accounting ARC 28:16

2M ago28:16

28:16

How nontraditional professionals leverage their skills to bring innovation and growth to the accounting profession. Accounting ARC With Donny Shimamoto Center for Accounting Transformation The accounting profession is experiencing a wave of disruption, and nontraditional professionals are leading the charge. In a recent episode of Accounting ARC, h…

1
Kate Johnson: How Accountants Can Grow with Video | Accounting Influencers 27:30

2M ago27:30

27:30

Diversify your revenue streams with video and build a virtual accounting career. Accounting Influencers with Rob Brown Kate Josephine Johnson owns Heritage Business Services, LLC, a virtual bookkeeping firm serving small businesses across the United States. She is also the Chief Hustler at Bookkeeping Side Hustle, where she helps other accounting p…

1
Carla McCall: Find Your Authentic Leadership Style | Gear Up For Growth 33:59

2M ago33:59

33:59

"Just having a title or a position doesn’t make you a leader. You have to earn the trust and respect of the team that you're leading." Gear Up for Growth With Jean Caragher For CPA Trendlines In the latest episode of Gear Up for Growth, Carla McCall, managing partner of AAF CPAs and chair of the AICPA, shares valuable insights into leadership trans…

1
Mitch Reno: Client Experience Advantage Goes to Small Firms | Gear Up For Growth 30:50

2M ago30:50

30:50

"We have to...build something so special that people don't want an alternative." Gear Up for Growth. With Jean Caragher. For CPA Trendlines. For CPA firms to stand out, they must deliver an exceptional client experience—so unique that clients won’t want an alternative, Mitch Reno, director of client experience at Rehmann, tells Jean Caragher in thi…

1
Revolutionizing Ethics Education in Accounting: Expanding Beyond the Basics | Accounting ARC 41:17

2M ago41:17

41:17

“The difficulty isn’t identifying the ethical decision; it’s making the right choice with difficult implications." Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Accounting ethics training needs a major reboot, according to the latest episode of Accounting ARC. While traditional ethics trainin…

1
Mike Maksymiw: Be the Leader You Wish You Had | The Disruptors 1:08:02

2M ago1:08:02

1:08:02

If no one’s complaining that your fees are too high, your fees are too low. The Disruptors. With Liz Farr. Mike Maksymiw, the leader of Aprio Firm Alliance, hates charge hours as a primary performance metric. He even left a firm where he was a partner because of a dispute over charge hours. Although he exceeded his revenue goals by a healthy margin…

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