CPA Trendlines Podcasts

CPA Trendlines
  • 3.8 (8)
  • BUSINESS NEWS
  • UPDATED SEMIWEEKLY

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. 21H AGO

    Jason Blumer & Ian Vacin: What 95% of Firms Never Do | Gear Up for Growth

    And why that’s not always a bad thing.Full show notes hereGear Up for GrowthWith Jean Caragher“Success doesn’t have to look like going up and to the right,” says Ian Vacin, co-founder and director of partnership relationships at Karbon, in this episode of Gear Up for Growth, hosted by Jean Caragher, president of Capstone Marketing. “You have to understand what you want as a firm owner, align your revenue with your resources, and build the scaffolding to support that complexity. Otherwise, profitability falls, and you may not recover.”Vacin, along with Jason Blumer, founder and CEO of Thriveal and Blumer & Associates CPAs, wrote the new book, Scale with Purpose: The Service Entrepreneur’s Guide to Intentional Growth. Drawing from research involving hundreds of firms worldwide, Blumer and Vacin reveal that only about 5% of firms successfully navigate their first major growth phase without setbacks. The authors say that organizational design must precede capacity planning. Without thoughtful structure, firms hit predictable scaling plateaus, particularly between 8 and 20 employees. READ MORE > > >

    40 min

  2. 5D AGO

    Why Relationships Still Drive Career Success | ARC

    Connections create career opportunities, resilience, and leadership growth. Accounting ARCWith Liz Mason and Byron PatrickCenter for Accounting Transformation In the accounting profession, technical excellence is expected. However, according to the latest episode of Accounting ARC, relationships — not just work product — often determine who grows, who leads, and who thrives.  In a candid and deeply personal conversation, Liz Mason, CPA, and Byron Patrick, CPA.CITP, explore how relationship-building shapes careers, creates opportunity, and provides stability in an unpredictable profession.   MORE Accounting ARC: The Real Problem with AI in Accounting | 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 | 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  Mason, CEO of High Rock Accounting, opens the discussion by reflecting on how little emphasis the profession places on teaching interpersonal skills.  Patrick, senior product manager for Karbon and co-founder and part-time educator for TB Academy, agrees. “You don’t learn it in college,” he says. “There’s no course on building relationships.” That gap, they argue, becomes especially obvious early in a professional’s career.

    34 min

  3. 6D AGO

    Megan Robinson: Leadership Isn't a Promotion; It's a Skill Firms Need to Build | MOVE Like This

    “We’re expecting engagement without creating an environment people actually want to engage in.” MOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines Research In this episode of MOVE Like This, Megan Robinson, founder and CEO of E Leader Experience, joins Bonnie Buol Ruszczyk to talk about one of the most common and costly mistakes firms make: assuming strong performers will naturally become strong leaders. MORE MOVE Like This | MORE CPA Trendlines Streaming Network At the center of the conversation is a clear distinction. Technical excellence and leadership effectiveness are not the same skill set. Yet in many firms, top producers are promoted into management roles without the training or support needed to succeed. The result is frustration on both sides: leaders who feel unprepared and teams that don’t feel supported.

    35 min

  4. MAY 8

    Jen Cryder: Why AI May Force CPA Firms to Be More Human | Gear Up for Growth

    Relationships, Not Technology, Will Define Success.Full show notes hereGear Up for GrowthWith Jean Caragher“More than anything else, I think CPAs have this incredible opportunity right now to redefine our relevance in the future,” Jennifer Cryder, CEO of the Pennsylvania Institute of CPAs, says in the new episode of Gear Up for Growth with host Jean Caragher. “What CPA meant for the last hundred years was relatively static. All of that has changed.”MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | MORE Gear Up for Growth here | MORE CPA Trendlines Streaming Network hereCryder says that the profession is at a pivotal moment. While artificial intelligence and new market entrants are transforming service delivery, Cryder stressed that the profession’s true competitive advantage lies in human connection.READ MORE >>>CPA Trendlines - Gear Up For Growth_wJean Caragher_Ep 65 - Jennifer Cryder

    41 min

  5. MAY 7

    The Real Problem with AI in Accounting | ARC

    Technology is advancing faster than the profession’s ability to rethink its workflows. Accounting ARCWith Donny ShimamotoCenter for Accounting Transformation In a profession often defined by structure, standards, and well-worn career paths, Donny Shimamoto, CPA.CITP, CGMA, opens a different kind of conversation in a recent Accounting ARC episode—one that challenges assumptions about what it means to build a career in accounting. His guest, Danielle Supkis Cheek, embodies that challenge. As senior vice president of AI, analytics and assurance at CaseWare, Supkis Cheek operates at the intersection of technology, methodology, and human judgment. But her path there was anything but linear—and that, Shimamoto suggests, is exactly the point. MORE Accounting ARC: 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 | 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 |  Supkis Cheek describes her role less as a technologist and more as a translator. “I like to think of myself as someone who translates across domains,” she says, explaining how she helps software companies understand how accountants actually work—and how technology can reshape those workflows.

    38 min

  6. MAY 6

    Robert Gauvreau: Why This CPA Firm Founder Refuses Equity Partners | Big 4 Transparency

    Scaling an eight-figure accounting, tax, law and advisory firm by breaking all the rules.Full show notes hereBig 4 TransparencyWith Dominic Piscopo, CPARobert Gauvreau, FCPA, founder and CEO of Gauvreau Accounting, Tax Law and Advisory, joins Dominic Piscopo on the Big Four Transparency show to explain how he’s scaling an Ontario-based firm from a non-obvious location—Peterborough, not Toronto—into a $20 million operation built around fast decision-making, aggressive reinvestment in talent, and a deliberately non-traditional partnership structure.MORE Dominic Piscopo | MORE CPA Trendlines Streaming NetworkGauvreau says he made a strategic decision from day one to never take on equity partners, arguing that the traditional partnership model is “broken” because conservative consensus-driven decision-making too often blocks growth. Instead, he built a structure of high-compensated “partners” who share in wins without taking on debt, working-capital risk, or ownership downside—while enabling the firm to move quickly without governance gridlock. He framed the tradeoff clearly: partners get stability and upside participation, while the founder retains the long-term exit value.READ MORE >>>

    40 min

  7. MAY 4

    Sarah Flischel: The End of the SALY Audit | The Disruptors

    Transformation in audit can help predict clients’ futures. Full show notes hereThe DisruptersWith Liz FarrFor CPA TrendlinesAudit has a reputation for being slow to change, but leaders like Sarah Flischel, Director of Audit Transformation and Training at AAFCPAs, are making it happen.“We’re fundamentally reimagining how audits are being conducted,” Flischel says. She’s pushing not merely for change in the profession, but true transformation, drawing on wisdom from Tom Hood to distinguish change and transformation: “Change is doing things differently, and transformation is doing different things,” she explains.MORE DISRUPTORS: Candy Bellau: The $350 Pricing Mistake that Nearly Broke this Boutique Firm | The Disruptors | Poe: What P.E. Really Wants from Firms | The Disruptors  | Blake Oliver: Build a Biz that Runs Without You | Daiber: Use Succession as a Growth Strategy | Cannon: Busy Season is Self-Inflicted | Carroll: When One Person Can Break the Firm | Rampe: Build a Roadmap Even When the Road’s Not There | Chang: Killing SALY, One Agent at a Time |MORE CPA Trendlines Streaming NetworkWhile change improves existing processes, transformation creates something fundamentally new. Traditional audits have been linear: gathering documents, testing samples, filling out checklists, and writing reports. Audit transformation means leveraging technology, using data analytics, and leveraging a risk-based approach to create an entirely new way of understanding clients’ businesses.READ MORE >>>>

    56 min

  8. MAY 1

    Ellen Choi: It's 'Go Time' for AI | Gear Up for Growth

    AI Readiness Gap Threatens CPA Firm Competitiveness.Full show notes hereGear Up for GrowthWith Jean CaragherSponsored by The True Adviser: Buy now | Learn more“This is a make-or-break year for AI in accounting,” says Ellen Choi, founder and CEO of Edgefield Group, in the new episode of Gear Up for Growth, hosted by Jean Caragher.“Firms that don’t move now will start to see a widening gap between themselves and competitors who have already begun building these capabilities.”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 Network hereChoi warns that timing is critical, and firms that delay action risk falling behind. With even basic AI tools capable of delivering immediate productivity gains, firms that act quickly can improve efficiency, enhance client experience, and create capacity for growth. READ MORE > > > GUFG_Ep 64

    37 min
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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
    671
  • Rating
    Explicit
  • Copyright
    © Copyright 2026 CPA Trendlines
  • Show Website
    CPA Trendlines Podcasts

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