CPA Trendlines Podcasts

CPA Trendlines
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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. 

  1. 17 HR. AGO

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

    Efficiency meets innovation when you turbocharge audits with AI. Quick Tech TalkWith Steve YossCPE TodayAccountants 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 YOSSMORE TECHExclusively for PRO Members. Log in here or upgrade to PRO today.Amazing, dedicated AI tools exist for accountants, but did you know you can use general generative AI to analyze Excel workbooks and other data files?By uploading a data file and posing natural language queries—such as identifying transactions on weekends, holidays, or those significantly deviating from the norm—accountants can efficiently sift through vast datasets. The results are quick, actionable insights that enable auditors to focus on the most critical transactions, streamlining the assurance process.

    2 min

  2. 1 DAY AGO

    Breaking the Burnout Cycle in Accounting | ARC

    "A firm’s culture during busy season reveals its true colors."  Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimamoto.Center for Accounting TransformationAs 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 maintaining resilience during tax season. Their conversation explores actionable strategies to counteract stress and promote mental health. MORE Accounting ARC: Accounting in Transition: 2024 Reflections & the Road Ahead | Ron Baker: Visions for the Accounting Profession | Angie Grissom: Next Gen Inspo for Accountants | Does Accounting Belong in STEM? | Rose Wang: Where Numbers Meet Strategy and Creativity | TikTok Fraud Exposes Gaps in Financial Literacy | How Accounting Pros Own the Stage in Public Speaking | Greg Kyte: Being a CPA Is Like Being the Marie Kondo of Numbers | Rachel Bashore: A Lawyer's Case for Reinventing Accounting | Beyond the Basics in Ethics Eduction | Bailey Lenart: From Ledger Sheets to Transformational Change | Election Tax Plans: What CPAs Need to Know | Leadership for the Future: Stakeholders, Sustainability, and Strategic Vision |The hosts share relatable anecdotes, from Patrick’s newfound habit of scheduling haircuts to Mason’s candid discussion about balancing ADHD with professional responsibilities. Shimamoto, founder and managing director of IntrapriseTechKnowlogies LLC and founder and inspiration architect for the Center for Accounting Transformation, adds, "If it’s not on my calendar, it’s not happening," highlighting the need for intentional scheduling.

    45 min

  3. 2 DAYS AGO

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

    If you try to help everyone, you don’t help anyone.The DisruptorsWith Liz FarrSalim 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 revolving door.”“There’s got to be a better way,” Omar said then. “If this is what entrepreneurship is, I'm not sure if I want it anymore.”MORE PODCASTS and VIDEOS: Jackie Meyer: Earn More with Fewer Clients | Jack Fleherty: Don't Be a 'Yes' Person | Greg Adams: From Finance to Storytelling | The Disruptors | Jody Padar: Make Radical Changes Now If You Want to Be Relevant in 2030 | Rebecca Driscoll: Amplify Reach By Helping Other Firm Owners | Rory Henry: Create the Return on Relationships | Mike Maksymiw: Be the Leader You Wish You Had | Terrell Turner: Build a Solid Business Showing Up as Yourself | Kelly Mann: Be the Bull in the China Shop | Alicia Katz Pollock: Create A Human-Centric Business | Nancy McClelland: Be the One Your Clients Ask First |Alan Whitman: Stop Accepting the Status Quo | Sean Duncan: Discover Your Own Genius | Ingrid Edstrom: True Wealth Is Not Financial | Caleb Jenkins: Firm Growth Requires Owners to Shift Roles | Exclusively for PRO Members. Log in here or upgrade to PRO today.Omar started reading and studying books by other entrepreneurs, many outside the accounting industry. “And I just took what they were saying and what they were doing in their business, and they were getting success, and I brought it back to my own practice.” After adding a few minor tweaks here and there, Omar, the CEO of StraightTalkCPAs, says, “My practice was very different to what it had been when I started it a few years back.”

    49 min

  4. 3 DAYS AGO

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

    "This is the golden age of opportunity for accounting marketers. Let’s seize it.”Capstone ConversationsBy Jean CaragherFor CPA TrendlinesAccounting 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 transformation, client experience, and talent challenges, marketing plays an increasingly pivotal role. Capstone Conversations brought together a panel of trailblazers to explore the journey and future of accounting marketing. Featuring four decades of Association of Accounting Marketing (AAM) Marketers of the Year, the panel included Adrian Ornik (EY), Sally Glick (formerly Sobel & Co.), Eric Majchrzak (BeachFleischman), and Sarah Cirelli (HBK CPAs & Consultants). Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Catch Jean Caragher's other show, Gear Up for Growth, on Fridays here. | And browse all the shows in the CPA Trendlines broadcast network hereOrnik, the 1993 Marketer of the Year, recalls a time when accounting marketing was uncharted territory. "Ignorance was bliss," he shares, reflecting on a period when both marketers and their stakeholders were still learning. Despite challenges, Ornik emphasizes that the profession’s transformation provided immense opportunity.Glick, recognized by AAM in 2003, credits her father, a sole practitioner, for offering her the freedom to innovate when marketing lacked measurable tools. “There wasn’t always a correlation between initiatives and results,” she notes, yet her creative strategies laid the groundwork for relationship-building in the profession.Majchrzak, awarded by AAM in 2015, speaks of broadening his influence beyond traditional marketing. He underscores the importance of stepping into leadership roles by challenging legacy business models and contributing to firm strategy. "Marketers can be the advocates for clients and catalysts for innovation," he says, urging professionals to push boundaries.The pandemic was a defining challenge for Cirelli, the 2021 AAM Marketer of the Year. “We had to rethink everything—how we deliver services, communicate, and generate business,” she shares. Despite the hurdles, she highlights the pandemic’s silver lining: the acceleration of digital strategies and internal innovation.

    1h 12m

  5. 6 DAYS AGO

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

    "The accounting profession today is living its golden age, driven by its expanded capabilities."Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn 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 evolution of the accounting profession. After 30 years at the helm of the AICPA, Melancon stepped down at the end of 2024, leaving a profound legacy of innovation and transformation.Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's competitive landscape. More Gear Up for Growth every Friday here | More Capstone Conversations with Jean Caragher every Monday | More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More CPA Trendlines videos and podcasts hereReflecting on his appointment in 1995, Melancon paints a vivid picture of a pre-digital world where CPA firms relied on print newsletters and direct mail for outreach. “There was no social media, no websites, no digital presence,” he notes. The intervening decades have seen a seismic shift in how firms promote themselves, driven largely by the expansion of services and advancements in technology.Melancon emphasizes the importance of moving beyond the traditional domains of accounting, auditing, and tax. “The notion of us thinking of ourselves as trusted business professionals, not just trusted accounting professionals, has been critical,” he explains. This broader perspective allows firms to thrive in areas like client advisory services (CAS) and technology-driven advisory roles.

    42 min

  6. JAN 2

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

    Learn why the upcoming busy seasons could be among the most demanding in recent memory.Quick Tax TipWith Art WernerCPE TodayAccording 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 year. However, significant changes are expected on the horizon.Click here for more Art Werner“The fact is, busy season in 2025—and especially 2026—will require a lot of knowledge of new laws,” Werner explains. He anticipates that navigating these updates will pose a steeper learning curve for tax preparers, resulting in more complicated filing seasons.One of the primary drivers of this complexity will be legislative changes. With uncertainty around tax reform and the evolving tax landscape, 2025 could see the introduction of new regulations that tax professionals will need to quickly master.“When you get to busy season, you’re in this historic mode,” Werner said. “You’re preparing tax returns based on the old law. But by 2026, you’ll need to know all the nuances of the new law.”

    2 min

  7. 12/29/2024

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

    Accounting ARC wraps 2024 with insights and bold 2025 predictions. Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimamoto.Center for Accounting TransformationSince 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 thought leader in accounting. As the year concludes, the trio reflects on their journey and the pressing issues reshaping the industry. MORE Accounting ARC: Ron Baker: Visions for the Accounting Profession | Angie Grissom: Next Gen Inspo for Accountants | Does Accounting Belong in STEM? | Rose Wang: Where Numbers Meet Strategy and Creativity | TikTok Fraud Exposes Gaps in Financial Literacy | How Accounting Pros Own the Stage in Public Speaking | Greg Kyte: Being a CPA Is Like Being the Marie Kondo of Numbers | Rachel Bashore: A Lawyer's Case for Reinventing Accounting | Beyond the Basics in Ethics Eduction | Bailey Lenart: From Ledger Sheets to Transformational Change | Election Tax Plans: What CPAs Need to Know | Leadership for the Future: Stakeholders, Sustainability, and Strategic Vision |Mason, CEO and founder of High Rock Accounting, notes that one of the year's standout discussions centered on ethics. “It’s fascinating to see how ethical theories apply to our decisions as accountants,” she says. “These frameworks aren’t just academic—they directly impact our role as trusted advisors.” Generative AI was another recurring theme, with Patrick predicting an AI-driven revolution in 2025. “We’ve seen a shift from fear to excitement around AI,” says Patrick, CEO of VERIFYiQ and vice president of client success at The B3 Method Institute®. Mason echoes this sentiment, emphasizing that AI’s ability to process vast amounts of data will enhance accountants’ advisory roles.

    39 min

  8. 12/23/2024

    Katie Lyles: Marketing Triumphs Amid Chaos | Capstone Conversations

    Risk-taking and transparency emerge as key drivers for success in accounting marketing.Capstone ConversationsBy Jean CaragherFor CPA TrendlinesWhen 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 be shaped by a global pandemic, propelling her into a spotlight she hadn’t foreseen. In 2021, Lyles was named the Association for Accounting Marketing (AAM) Rookie of the Year, a testament to her ingenuity, adaptability, and dedication to her craft. Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Catch Jean Caragher's other show, Gear Up for Growth, on Fridays here. | And browse all the shows in the CPA Trendlines broadcast network hereOn a recent episode of Capstone Conversations, Lyles reflects on her journey, which is marked by resilience and resourcefulness. When COVID-19 halted in-person events in early 2020, Lyles quickly pivoted to virtual platforms, saving her firm over $90,000 and generating record-breaking revenue. Beyond the financial impact, her efforts were instrumental in Lane Gorman Trubitt’s PPP Task Force, where her marketing expertise contributed over 55% of the task force’s revenue.

    20 min
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Ratings & Reviews

3.8
out of 5
5 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 - 2025
  • Episodes
    268
  • Rating
    Clean
  • Copyright
    © Copyright 2025 CPA Trendlines
  • Show Website
    CPA Trendlines Podcasts

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