CPA Trendlines Podcasts

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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. 

  1. 1 day ago

    What Do You Have to Show for Implementing AI? | Accounting Voices

    Look at pricing, services, and client relationships to assess whether AI investments are reshaping the business. Accounting VoicesWith Rob Brown A tax return completed in three hours instead of five gives an accounting firm something valuable: time. What happens to those two hours may reveal more about the firm’s AI strategy than the technology that saved them. Does the firm take on more work? Give employees breathing room? Help a client understand an emerging business problem? Reconsider how it prices its services? MORE Accounting Voices with Rob Brown | MORE CPA Trendlines Streaming Network In a solo episode of Accounting Voices, host Rob Brown examines a distinction that can get lost in the enthusiasm surrounding artificial intelligence: Adopting AI and changing a business are different accomplishments. “Efficiency is not reshaping,” Brown says. “A little bit of doing things faster doesn’t change the model.” The episode, part of the "AI Reality Inside Firms" series, offers leaders three ways to examine their progress: Look at the economics, consider the client relationship, and assess whether leadership is deliberately shaping the firm’s direction. Together, those questions move the conversation from what a tool can do to what a firm intends to become.

  2. 2 days ago

    Avalara Simplifies Pricing as AI Changes Compliance Work

    State-based plans and a newly available AI platform put software costs and accountants' oversight role in focus. By Seth FinebergFor CPA Trendlines Avalara is making its sales tax pricing easier to see while expanding the work it says artificial intelligence can perform for accounting firms. Its published Avalara Select plans cover businesses with annual revenue below $50 million. Its Aviator AI platform became generally available Oct. 8. Together, the changes address two pressures Evan Wright, general manager of Avalara's global returns business, describes in an interview with CPA Trendlines: clients need predictable compliance costs, and accountants need to show their value as technology takes on more of the work. MORE Avalara: New Guide Shows How Firms Build New Sales Tax Service Lines | MORE A.I. | MORE CPA Trendlines Streaming Network “How do I ensure that my billable hours aren't getting, you know, absolutely eroded in this new world of AI?” Wright says, describing questions he hears from practitioners. The tension runs through Avalara's strategy. The company is trying to simplify buying and using compliance software while asking accountants to trust it with more complicated tasks.

  3. 3 days ago

    Before Building with AI, Firms Need a Plan for Client Data | Innovation Insights

    Context, verified sources, and human review remain essential as teams build AI tools. Innovation InsightsWith Donny Shimamoto and Liz MasonCenter for Accounting Transformation A tax firm can build an AI agent to organize documents, flag missing information, and track unfinished returns. The harder assignment is deciding what that agent should never do on its own. That question drives this episode of Innovation Insights, a Center for Accounting Transformation podcast conversation between hosts Donny Shimamoto, CPA.CITP, CGMA, and Liz Mason, CPA. As smaller firms experiment with building their own tax tools, the two examine what separates a useful automation from a costly lapse in security, accuracy, or professional responsibility. More Donny ShimamotoShimamoto is founder and managing director of IntrapriseTechKnowlogies LLC and founder and inspiration architect for the Center for Accounting Transformation. Mason is co-founder and CEO of TaxFigure, founder and CEO of High Rock Accounting, a member of Intuit’s Partner Council, a board member of AuditMiner, and CEO and founder of Rebel Rock. Their message gives firms room to experiment, but it also gives that experimentation a clear starting point: Understand the data, the workflow, and the professional obligations before building.

  4. 4 days ago

    Michael Annichine: Women Aren’t Small Men - Why Women’s Health Belongs in the Career Conversation | MOVE Like This

    The 2026 Accounting MOVE Project report examines how caregiving affects women’s careers. A newly released MOVE Like This episode explores another part of that conversation: whether women’s own healthcare needs are being heard. MOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines Research Supporting women’s careers requires understanding the lives they lead beyond work. That connection comes into focus with the release of the 2026 Accounting MOVE Project report, Caught in the Middle: How Caregiving Pressures Are Reshaping Women's Careers in Public Accounting, which examines how caregiving pressures affect advancement in public accounting. Among participating firms, 47% reported seeing caregiving slow progress toward promotion or partnership, and 76% said the career impact falls mostly on women. MORE MOVE Like This | MORE Caregiving Research | MORE CPA Trendlines Streaming NetworkReleased alongside the report, this episode of MOVE Like This broadens the discussion to women’s health. Host Bonnie Buol Ruszczyk talks with Michael Annichine, CEO of Magee-Womens Research Institute & Foundation at the time of the recording, about gaps in medical research, the importance of listening, and what happens when women’s concerns are dismissed. The conversation offers a useful perspective for accounting leaders considering the report’s findings: Understanding what people need is only the beginning. Institutions also have to act on what they learn. Editor’s note: This episode was recorded April 16, 2024. References to the president refer to then-President Joe Biden. Discussion of federal initiatives, research funding, and diversity, equity, and inclusion reflects the context at the time of recording.

  5. 5 days ago

    Bonnie Buol Ruszczyk: Caregivers Caught in the Middle | The Disruptors

    Accounting firms may offer flexibility, but outdated expectations and missed opportunities can still push experienced professionals out the door. The DisruptorsWith Liz FarrFor CPA Trendlines Accounting firms have spent years worrying about the front end of the talent pipeline. Bonnie Buol Ruszczyk wants them to look at the other end as well.  Ruszczyk, owner and research lead of the Accounting MOVE Project, led this year's MOVE report, Caught in the Middle: How Caregiving Pressures Are Reshaping Women's Careers in Public Accounting. This new report examines what happens when experienced professionals take on care for children, aging parents, spouses and partners, and whether their firms keep them on the path to leadership.  MORE Disruptors with Liz Farr | CPA Trendlines Streaming Network MORE MOVE Like This | MORE Caregiving Research That question matters because of the disparity in women’s representation in leadership at accounting firms. Firms “tend to be pretty much 50:50 gender parity up until you get to the senior director, almost going to go into partnership,” Ruszczyk says. At MOVE firms, women hold about 42% of partner roles. Across all U.S. firms, that ratio drops to around 34%. For women of color, the drop is even sharper. According to Ruszczyk, about 20% of associates are women of color while only 5% of partners are.    Caregiving isn't the only cause for the disparity, but it is “one of the areas where we’re seeing some leaks spring up,” Ruszczyk explains. While caregiving has always been a part of the lives of accountants – men and women – several converging trends are making this a bigger issue today.

  6. 24 Oct

    How Your Skills as an Accountant May be Undermining Your Firm's Future | Accounting Voices

    Technical expertise earns credibility, but the ability to delegate, build trust, and guide people through uncertainty determines how far a business can grow. Full show notes hereAccounting VoicesWith Rob BrownAn accounting firm’s biggest bottleneck may sit at the top.The leader who reviews every return, answers every technical question, and makes every consequential decision can appear indispensable. But that dependence raises a difficult question: Who is building the business while its leader is busy checking the work?MORE Accounting Voices with Rob Brown | MORE CPA Trendlines Streaming NetworkIn this episode of Accounting Voices, insights from conversations with nearly 50 influential voices in the profession highlight a pressing leadership challenge: Technical excellence is the starting point. Leading an enterprise requires a broader set of skills.The episode calls this tension the “Competency Collision.” The expertise that helps accountants advance does not, by itself, prepare them to build adaptable organizations, develop future leaders, or make difficult decisions about what comes next.READ MORE > > >

  7. 23 Oct

    Jeane Hardy: Work You Don't Track Could Be Holding Your Firm Back | It's Not Just the Numbers

    Overlooked client requests and undocumented know-how can distort pricing, strain teams, and limit advisory growth. It's Not Just the NumbersWith Penny Breslin and Damien GreatheadFor CPA Trendlines Most accounting firm owners could tell you their billable hours down to the decimal. Far fewer could tell you where the other 25% to 30% of their team's time goes. Jeanne Hardy, CEO and founder of the practice management platform Levvy and the CAS firm Creative Business, joins Damien Greathead and Penny Breslin on It's Not Just the Numbers to explain why that invisible work is the real barrier standing between most firms and a healthy advisory practice, and what she built to fix it. MORE Penny Breslin and Damien Greathead | MORE Advisory & Consulting JOIN From Scorekeeper to Strategist CAS Workshop | BUY "It's Not Just the Numbers" Hardy has lived this problem from both sides. She has run a CAS firm for 20 years and built software to solve the gaps she kept hitting inside her own practice. That dual perspective runs through the whole conversation.

  8. 22 Oct

    Caitlynn Eldridge: Some Build Smaller Firms to Make Room for Bigger Lives | Accounting Conversations

    Recurring revenue, client boundaries, and an entrepreneurial mindset helps shape a career around family. Accounting ConversationsWith Chayton FarleeCenter for Accounting Transformation Caitlynn Eldridge, CPA, is not trying to win a revenue contest. She is building an accounting practice that leaves room for the rest of her life. The mother of five describes a business with an intentionally manageable workload: 55 tax returns in the season she discusses, an employee handling bookkeeping and sales taxes, and a schedule she puts at 10 to 15 hours a week. She knows those choices may look modest alongside the growth stories filling social media. For her, they represent a deliberate definition of success. MORE Center for Accounting Transformation | MORE CPA Trendlines Streaming Network “This is purposeful. This is intentional,” Eldridge says. On Accounting Conversations, she joins host Chayton Farlee to discuss how an accounting career can accommodate changing priorities, why students need to hear more than the public accounting pitch, and what entrepreneurship can offer professionals who want greater control over their work.

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About

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. 

Information

  • Creator
    CPA Trendlines
  • Years Active
    2020 - 2026
  • Episodes
    750
  • Rating
    Clean
  • Copyright
    © Copyright 2026 CPA Trendlines
  • Show Website
    CPA Trendlines Podcasts

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