CPA Trendlines Podcasts

CPA Trendlines
  • 4.1 (7)
  • BUSINESS NEWS
  • UPDATED WEEKLY

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. 19H AGO

    Recognize When You Need to Recharge Before You Burn Out | ARC

    Paying attention to personal stress signals can help professionals recharge before fatigue turns into burnout. Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting Transformation In accounting, exhaustion does not always look dramatic.  Sometimes it looks like irritability. Sometimes it looks like staring at a spreadsheet that suddenly makes no sense. Sometimes it looks like mental fog, poor focus, a mild headache, or the sense that even small decisions take too much effort.  MORE Accounting ARC: Valuing More Than the Balance Sheet | Accounting’s “Untalked-About” Frontier | Why Happiness is Hard-Fought for High Achievers | The Fastest Way to Lose Talent Is “Dick Leadership” | Post-Holiday Fatigue Isn’t a Failure; It’s a Signal | OCR, Research Bots & Meeting Assistants: What Actually Helps Now | Return Season is the New Stress Test | Small Firms May Have the Biggest Advantage in 2026 | Downgraded: What the DOE Said About Accounting | Savage: Using Your License as a Megaphone |  Baker: Interpreting Pricing Psychology | Don’t Get Fired by Your Own Automation | What Amazon Doesn't Tell You | Royalties, Residuals, and Reality Checks | ARC-SLC  In the latest episode of Accounting ARC, hosts Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP; and Liz Mason, CPA, take on a subject that lands close to home for many professionals, especially during demanding stretches of work: how to recharge when the pace is relentless and the pressure does not let up.

  2. MAR 5

    Valuing More Than the Balance Sheet | ARC

    Understanding a company’s history, leadership, and future matters as much as financial statements. Accounting ARCWith Donny ShimamotoCenter for Accounting Transformation Donny Shimamoto, CPA.CITP, CGMA, opens a recent episode of Accounting ARC with a simple question: How do you value a business when the numbers tell only part of the story? His guest, Baria Jaroudi, a Houston-based director in BDO’s business valuation and advisory practice, says valuation work requires more than reviewing financial statements. It requires understanding how owners built the business, where cash flow comes from, and what risks and assumptions shape a credible and defensible value — especially in family law and divorce matters, where the stakes can run high. MORE Accounting ARC: Accounting’s “Untalked-About” Frontier | Why Happiness is Hard-Fought for High Achievers | The Fastest Way to Lose Talent Is “Dick Leadership” | Post-Holiday Fatigue Isn’t a Failure; It’s a Signal | OCR, Research Bots & Meeting Assistants: What Actually Helps Now | Return Season is the New Stress Test | Small Firms May Have the Biggest Advantage in 2026 | Downgraded: What the DOE Said About Accounting | Savage: Using Your License as a Megaphone |  Baker: Interpreting Pricing Psychology | Don’t Get Fired by Your Own Automation | What Amazon Doesn't Tell You | Royalties, Residuals, and Reality Checks | ARC-SLC  “I like to think of myself as someone who brings clarity and calm in moments that can otherwise feel overwhelming,” Jaroudi says. Shimamoto, founder and managing director of IntrapriseTechKnowlogies LLC and founder and inspiration architect for the Center for Accounting Transformation, says that role reflects a core purpose of the profession: accountants deliver peace of mind. In Jaroudi’s work, that means translating complex analysis into conclusions clients can understand — and conclusions that can withstand scrutiny.

    30 min

  3. MAR 4

    Stephanie Otero: How to Build a Small Firm That Works for You | Gear Up for Growth

    Small Firm Success Requires Intention, Focus, and Community Full show notes hereGear Up for GrowthWith Jean CaragherFor CPA Trendlines “Small firm practitioners need to remember that they are in the driver’s seat,” says Stephanie Otero, vice president, Small Firm Advocate at the AICPA, in this episode of Gear Up for Growth with Jean Caragher.MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | MORE Gear Up for Growth | MORE CPA Trendlines streaming videos and podcasts here“They have the power to intentionally design a practice they enjoy, and that truly works for them,” Otero says.Intentional practice design emerges as a central theme, with Otero emphasizing that burnout often stems from trying to serve too many clients and offer too many services. By clearly defining ideal clients and focusing on work they enjoy, small firm owners can create more sustainable and rewarding practices.

    30 min

  4. MAR 4

    Carrie Steffen: The Staffing Problem Nobody Talks About | MOVE Like This

    The profession talks too much about deadlines and not enough about impact. Students are listening.FULL show notes here MOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines Research The CPA profession has only itself to blame for a talent shortage. Firms have spent years talking about the grind of deadlines and busy season, instead of selling the career’s impact, stability, and range of opportunities, according to Carrie Steffen, CEO of the Iowa Society of CPAs. MORE MOVE Like This | MORE CPA Trendlines Streaming NetworkIn the new episode of MOVE Like This, Steffen tells Bonnie Buol Ruszczyk the profession must rethink its narrative, strengthen cultures of belonging, and bring younger professionals into leadership conversations if it hopes to rebuild the CPA pipeline.

    33 min

  5. MAR 2

    Jody Padar: The New Playbook Is AI-Powered and Human-Centered | Big 4 Transparency

    AI Won’t Replace Accountants. Instead, It Will Rewire the Business Model.FULL show notes here Big 4 TransparencyWith Dominic Piscopo, CPAJody Padar, widely known as “The Radical CPA” and author of Radical Pricing, argues the future of accounting won’t be won by automation alone, but by a business model shift that elevates human judgment, advisory, and client relationships.MORE Dominic Piscopo | AI | Pay & Compensation | MORE CPA Trendlines Streaming NetworkIn the new episode of the Big 4 Transparency Podcast, Padar joins host Dominic Piscopo to trace her path from early cloud-firm pioneer to venture-backed operator and to explain why her newest venture, Xcel Labs, is focused on training CPAs to think and lead differently in an AI-first world. Xcel Labs’ Navi aims to build empathy and leadership at scale.

    43 min

  6. FEB 26

    Why the Next Generation May Be Accounting’s Greatest Competitive Advantage | SLC

    Young professionals bring adaptability and media literacy that firms need in an AI-driven era. Student-Led Conversations With Arpan Grewal  Center for Accounting Transformation Student-Led Conversations opens its second season with a conversation that reflects a larger shift underway in the accounting profession: rapid technology change, accelerating adoption of artificial intelligence tools, and an increasing push to bring younger voices into the discussion.   Arpan Grewal, a Center for Accounting Transformation intern and business student in Indiana, welcomes Liz Mason, CPA, CEO of High Rock Accounting, as the first guest of Season 2. Grewal describes the discussion as “full circle,” noting Mason is among the first professionals she interviewed when Student-Led Conversations launched last year.  MORE Accounting ARC: Downgraded: What the DOE Said About Accounting | Savage: Using Your License as a Megaphone | Baker: Interpreting Pricing Psychology | Don’t Get Fired by Your Own Automation | What Amazon Doesn't Tell You | Royalties, Residuals, and Reality Checks | ARC-SLC | Free Speech Is a Right; Respect Is a Responsibility | Cash Bags, Casinos & Audits: How First Jobs Shape Us | Gen Z Redefines Careers | Bootleggers, Baptitsts & CPAs: Rethinking Licensure Mason, a co-host of Accounting ARC, argues the profession is no longer talking about incremental change. It is, she says, in the early stages of something much larger.  The word that continues to surface for her is “revolution.”

    42 min

  7. FEB 24

    Rebecca Driscoll: A Millennial and a Boomer Build a Community | The Disruptors

    The Collaboration Room turns online peer networks into practical tools for pricing strategy, tax planning, succession, and psychological safety.Sponsored by The Balanced Millionaire: The Advisor Edition by Dr. Jackie Meyer | See Today’s Special OfferFull show notes hereThe DisruptorsWith Liz FarrBefore they co-founded The Collaboration Room, Rebecca Driscoll and Mike Sylvester, CEO of SBS CPA Group, had both been helping accountants with challenges on an informal basis. “It felt kind of like disorganized, and we just needed one place,” Driscoll explains.IN THIS EPISODE: The Collaboration Room | Brenda Cannon | Mike Sylvester | SchedulEase | Take Your Life Back Tax Pro Community | Tax Retreat |After Brenda Cannon, co-founder of Cannon & Associates and founder of SchedulEase and the Take Your Life Back Tax Pro Community, connected them, they spent months testing ideas, questioning assumptions, and allowing the concept to grow organically before launching in the fall of 2024. “It doesn’t have to be perfect, and we’ll let it evolve and see what it becomes,” Driscoll says.   Driscoll and Sylvester “are completely different people from completely different planets,” Driscoll notes. She’s a Millennial. He’s a Boomer. She lives in Charlottesville, VA. He’s in Fort Wayne, IN.  “Even to the extent of: I’m on Team Waffles, and he’s on Team Pancakes. We can’t even agree on breakfast.” While she initially wondered whether the generational and other differences would be a problem, Driscoll has learned “that partnering with someone who is very different from you can be incredible, because the character flaws that I have, he doesn’t have.”   Their generational diversity also serves the larger purpose of modeling collaboration across age groups. “It’s so important for the younger generation and the older generation to be in a room together talking about accounting,” Driscoll explains.   The Disruptors _Ep 133

    1h 12m

  8. FEB 20

    Accounting’s “Untalked-About” Frontier | ARC

    Rural communities offer meaningful work — and a chance to build a practice on purpose.  Accounting ARCWith Donny ShimamotoCenter for Accounting Transformation In an era when private equity rollups and “bigger is better” narratives dominate accounting headlines, Donny Shimamoto, CPA.CITP, CGMA, returns to a quieter question: What does it look like to build a firm — and a career — around serving the places that rarely get the spotlight?  MORE Accounting ARC: Why Happiness is Hard-Fought for High Achievers | The Fastest Way to Lose Talent Is “Dick Leadership” | Post-Holiday Fatigue Isn’t a Failure; It’s a Signal | OCR, Research Bots & Meeting Assistants: What Actually Helps Now | Return Season is the New Stress Test | Small Firms May Have the Biggest Advantage in 2026 | Downgraded: What the DOE Said About Accounting | Savage: Using Your License as a Megaphone |  Baker: Interpreting Pricing Psychology | Don’t Get Fired by Your Own Automation | What Amazon Doesn't Tell You | Royalties, Residuals, and Reality Checks | ARC-SLC  In this episode of Accounting ARC, Shimamoto sits down with two practitioners who live that reality every day: Shayna Chapman, who runs a practice rooted in a small Ohio community, and Mohan Chirumamilla, who serves clients across Omaha, Nebraska, and Columbia, Missouri. Their conversation is part practical playbook, part gut-check — and it lands on a message that feels increasingly urgent for the profession: small towns still need sophisticated accounting, and accountants still need work that feels meaningful.

    39 min
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Ratings & Reviews

4.1
out of 5
7 Ratings

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
    640
  • Rating
    Explicit
  • Copyright
    © Copyright 2026 CPA Trendlines
  • Show Website
    CPA Trendlines Podcasts

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