CPA Trendlines Podcasts

CPA Trendlines
  • 3.8 (8)
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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. 1d ago

    Would You Fire Your Firm as a Client? | Accounting Voices

    Technology, consolidation, and changing expectations expose weaknesses in business strategies. Accounting VoicesWith Rob Brown Accountants help clients plan for growth, manage risk, and prepare for uncertainty. But what happens when they turn that same scrutiny on their own firms? The answers may be uncomfortable. In this episode of Accounting Voices, reflections from 48 interviews conducted in late 2025 reveal a recurring concern: The profession’s ability to solve other people’s business problems does not always translate into a willingness to confront its own. MORE Accounting Voices with Rob Brown The discussion centers on a deceptively simple question: What changes your thinking about accounting? Across conversations with firm leaders, technology specialists, coaches, consultants, and others, familiar assumptions begin to unravel — about who should run a firm, what makes advisory services valuable, and how much protection technical expertise actually provides. One challenge, attributed in the episode to leadership and organizational development specialist Alice Gray Harrison, brings the issue into sharp focus: If your firm were your client, would you fire yourself for lacking a five-year strategic plan? It is a question that makes the episode less a reflection on the past than a test of what leaders are willing to change now.

  2. 2d ago

    How to Survive Tax Season Without Burning Out Your Teams | It's Not Just the Numbers

    The expectation that tax preparation can happen instantly is creating real pressure. It's Not Just the NumbersWith Penny Breslin and Damien GreatheadFor CPA Trendlines Tax season is supposed to be predictable. The work comes in, the work goes out, the deadlines hold. But this year, something broke for accounting firms across the board — and it wasn't the tax code. The culprit wasn't client volume or staffing shortages. It was prioritization and communication, specifically, the gap between where priorities were being set and where the people doing the work were actually looking. MORE Penny Breslin and Damien Greathead | MORE Advisory & Consulting JOIN From Scorekeeper to Strategist CAS Workshop | BUY "It's Not Just the Numbers" If your firm made it through but felt like you were always reacting, always chasing, always a step behind — this breakdown is for you.

  3. 2d ago

    Who's Qualified to Advise? | ARC

    ARC hosts debate credentials, accountability, and the risks of advice that exceeds a provider’s expertise. Accounting ARCWith Liz Mason, Donny Shimamoto, and Byron PatrickCenter for Accounting Transformation A business owner asks for financial reports. A bookkeeper delivers them. For years, the arrangement appears to work — until another accountant examines the numbers and discovers that the reports do not add up. The owner receives exactly what he requests. What he misses is someone qualified to question the request. That story, shared by Byron Patrick on the Accounting ARC podcast, captures a problem that reaches beyond bookkeeping: Small-business owners may know they need financial help without knowing how to evaluate the people providing it. MORE Accounting ARC: Stop Waiting for the Perfect Time to Get Involved | Your AI Agent Should Show Its Work | AI Isn't Erasing Tax Careers. It's Rewriting Them. | Accounting Internships Need an Upgrade | The CPA Career Nobody Talks About | Conference Season Exposes Accounting's Knowledge Gap | The Feedback Mistake That Costs You Your Best People | Is Your Boss Really the Problem? | Most Accountants Are Missing This AI Shift | AI Can Fix Your Workflow—or Break It in Seconds | Efficiency Is the Wrong Goal for AI | Accounting’s Hidden Talent Risk: The Sandwich Generation | Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | Recognize When You Need to Recharge Before You Burn Out | Valuing More Than the Balance Sheet For accountants, that creates both a responsibility and an opportunity. Explaining professional value requires more than listing credentials or promising accurate books. It means showing owners what an effective accounting relationship can help them understand, decide, and accomplish.

  4. 4d ago

    Randy Crabtree: What if Vulnerability's What Leaders Need Most? | MOVE Like This

    When leaders admit they don’t have all the answers, they create room for others to contribute. MOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines Research Randy Crabtree founded an accounting firm, then came to a difficult realization: Being its founder didn’t make him the right person to lead it. His decision to step aside as managing partner of Tri-Merit opens a bigger conversation about what happens when leaders admit they don’t have all the answers. On MOVE Like This, Crabtree joins host Bonnie Buol Ruszczyk to explore how vulnerability can build trust, help people find roles that fit their strengths, and give teams the confidence to try something new. Now retired from Tri-Merit and focused on speaking, advising, and The Unique CPA podcast, he challenges a leadership model that asks people to appear invulnerable while carrying more than they can sustain. MORE MOVE Like This | MORE CPA Trendlines Streaming Network Crabtree’s perspective on vulnerability is deeply personal. Twelve years ago, he suffered a stroke. While his physical recovery was relatively quick, the mental recovery took years as he dealt with panic attacks, PTSD, and depression. That experience forced him to acknowledge something leaders are often conditioned to resist: he couldn’t do everything himself. It also prompted him to question other things he had long accepted as true about work and leadership, including the idea that leaders always need to have the answers, hide weakness, and prove their value by how much they can carry. That questioning eventually led Crabtree to one of the most difficult decisions of his career.

  5. 5d ago

    Logan Graf: Build a Modern Accounting Business, Not a Job | The Disruptors

    "People don't want to work themselves to death for a third of the year." The DisruptorsWith Liz FarrFor CPA Trendlines Logan Graf, owner of The Graf Tax Co and founder of the Counter community, is proof that there’s a better way to run a tax firm. Last tax season, after restructuring, hiring a manager, and implementing a tax scheduling system, neither he nor his manager worked more than 40 hours a week. He believes accounting firms should operate like modern businesses. “We don't have to look at what’s been done in the past and copy them,” he says. Graf, who launched his own firm in 2020, took mental notes of what he liked and what he didn’t like at the firms he worked at. At his last place of employment, Scott & Aderholt near Austin, TX, he was given an unusual level of autonomy. “I was basically running a firm within a firm,” he recalls. MORE Disruptors with Liz Farr | CPA Trendlines Streaming Network In addition to technical work, he also handled client onboarding, return preparation, review, billing, workflow design, and documentation, all of which made going out on his own easier. “It was like a seamless transition,” he says. The extra money as a firm owner was a welcome surprise. “I was basically making double the amount of money and working the same amount of hours, if not less,” compared to his prior jobs.

  6. 6d ago

    Jaimie Nichols: She Left Firm Life. Two Years Later, She Works Less Than 20 Hours a Week. | Big 4 Transparency

    "I make more money now, but more importantly, I'm not miserable." Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA Trendlines Jaimie Nichols expected her accounting practice to grow faster. Two years after leaving firm life, she is glad it didn’t. Nichols started the practice around the time she learned she was going to become a mother. Now, she tells host Dominic Piscopo on The Big 4 Transparency that she has earned more than she did at her former job while spending far more time with her young son. “It was the best decision ever,” she says. MORE Dominic Piscopo | MORE Private Equity | MORE Pay & CompensationNichols reports $120,000 in revenue and roughly $10,000 in expenses for 2025. She says she worked fewer than 20 hours a week, even during tax season, and fewer than 10 hours a week outside it. Family members helped with childcare for several weeks during tax season, but she had no paid childcare that year. She estimates that saved her at least $35,000 in infant care costs. The numbers are striking. Nichols is just as interested in what they leave room for.

  7. Sep 27

    “Set It and Forget It” Is Not an AI Strategy | It's Not Just the Numbers

    Accounting teams must ensure their people can recognize anomalies, challenge outputs, and apply sound judgment. It's Not Just the NumbersWith Penny Breslin and Damien GreatheadFor CPA Trendlines AI is everywhere in accounting right now. It's in your inbox, on the Super Bowl, and probably inside at least one tool your firm uses for tax prep. But there's a conversation happening inside serious accounting firms, the ones processing thousands of returns, managing global teams, and serving clients who expect more than a spreadsheet, that the vendor demos don't cover. MORE Penny Breslin and Damien Greathead | MORE Advisory & Consulting JOIN From Scorekeeper to Strategist CAS Workshop | BUY "It's Not Just the Numbers" That conversation is about critical thinking. It may be the most important skill your firm could be developing right now, precisely because AI is making it easier to stop using it.

  8. Sep 26

    When Accounting Changes Faster Than Your Career Plan | Accounting Voices

    The profession isn't slowing down, but accountants can build clarity, visibility, and career capital to move forward with greater control. Accounting VoicesWith Rob Brown Accountants have spent years preparing for demanding work. Far fewer are prepared for what happens when the nature of that work changes almost overnight. Artificial intelligence, private equity, mergers, leadership changes, shifting client expectations, regulatory pressures, and persistent talent shortages are reshaping accounting at the same time. The result is not simply a busier profession. It is a profession in which many people are quietly asking a much bigger question: Is this still the career I signed up for? MORE Accounting Voices with Rob Brown In this reflective episode of Accounting Voices, listeners are encouraged to pause before charging into another year of goals, deadlines, and transformation projects. The conversation acknowledges something professionals do not always feel permitted to say: An extraordinary level of change takes a personal toll. Feeling tired, cautious, unsettled, or less fulfilled is not necessarily evidence that someone is failing. It may be a normal response to an abnormal pace of disruption.

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Ratings & Reviews

3.8
out of 5
8 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
    730
  • Rating
    Explicit
  • Copyright
    © Copyright 2026 CPA Trendlines
  • Show Website
    CPA Trendlines Podcasts

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