CPA Trendlines Podcasts

CPA Trendlines
  • 4.1 (7)
  • 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. 2D AGO

    Basis Makes Its Move: Taps Kenji Kuramoto to Close AI’s Biggest Gap

    What It Means for Next Phase of Artificial Intelligence in Accounting.Full show notes hereBy Seth FinebergFor CPA Trendlines Research“Managing partner-in-residence” is not a standard role in accounting, and that was the first point of friction when Kenji Kuramoto was asked to explain his new job at Basis, the accounting AI agent company. What does that actually mean?The answer goes beyond one hire. It points to a shift now underway in accounting: artificial intelligence is moving out of experimentation and into operations, and firms are not yet prepared for what that requires.MORE Kenji Kuramoto: Behind Sorren’s Roll-Up: $170 Million, 1,000 Employees, 85 Partners | Kenji Kuramoto: Rules? What Rules? | Getting Real: Accounting Tech Decisions You Need to Make Today Basis, at getbasis.ai, says that Kuramoto, founder of cloud pioneer Acuity, joined full-time to help firms transition to AI-enabled operations, working directly with customers and shaping the product. The company made clear this was not a symbolic role. “Kenji isn’t here to advise from the margins,” CEO Matthew Harpe says. “He’s a full-time member of this team… creating the product with us.” Kuramoto is embedded with the company, not observing from the outside.READ MORE > > >

    23 min

  2. 3D AGO

    Students Who Get Ahead Don’t Wait for Graduation | SLC

    Internships, leadership roles, and networking accelerate success for accounting students...Plus 20 Key Takeaways!Student-Led ConversationsWith Chayton FarleeCenter for Accounting Transformation What if the difference between a “typical” accounting student and a standout future professional isn’t GPA, but initiative? That’s the underlying theme of this episode of Student-Led Conversations, where host Chayton Farlee sits down with fellow accounting student Noah Brabble for a candid, high-energy discussion on leadership, internships, and what it actually takes to build a career before graduation. MORE SLC: Will AI Make Students Better Learners — or Just Faster Workers? | Why the Next Generation May Be Accounting's Greatest Competitive Advantage | Students Redefine Career Readiness | Savage: Using Your License as a Megaphone |  Baker: Interpreting Pricing Psychology | Royalties, Residuals, and Reality Checks | ARC-SLC  This isn’t a conversation about theory. It’s a real-time look at what today’s students are doing—and what others should be doing—to get ahead. Whether it’s pursuing internships, stepping into leadership roles, or building a professional presence online, the students who take action early are the ones who create momentum. As Brabble puts it, success later is often a reflection of what you invest now. Because the future of the profession isn’t waiting. And neither are the students shaping it.

    39 min

  3. 6D AGO

    Geof Brown: Rethink Everything | Gear Up for Growth

    Illinois CPA Society CEO lays out the three big challenges.Full show notes here Gear Up for GrowthWith Jean CaragherFor CPA Trendlines “What got you to this point is not going to be what gets your firm to its next major milestone,” says Geoffrey Brown, president and CEO of the Illinois CPA Society. 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 here“Be flexible. Be nimble,” he tells Jean Caragher in this episode of Gear Up for Growth. “Surround yourself with the right people and take advantage of opportunities that help you lead into the future.”  Brown outlines the forces reshaping public accounting and the leadership mindset required for the future. Top Takeaways How Private Equity Is Forcing Firms to Rethink Everything The New Skills Needed for the Advisory Future Why Demographics Are the Profession’s Biggest Challenge

    29 min

  4. APR 2

    Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | ARC

    MVP culture, investor pressure, and marketing—not product quality—often decide winners. Accounting ARCWith Liz Mason and Byron PatrickCenter for Accounting Transformation The accounting technology market looks crowded from the outside. New tools launch every month. Conference expo halls overflow with promise. And artificial intelligence is accelerating everything.  But beneath that surface, the economics of building accounting technology tell a more complicated story—one shaped as much by venture capital and sales pressure as by innovation itself.  MORE Accounting ARC: 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 | 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, Byron Patrick, CPA.CITP, and Liz Mason, CPA, step back to examine how the industry got here—and where it is likely headed next.

    28 min

  5. MAR 31

    Carl Richards: The Lie of “Enough” | Holistic Guide

    Why chasing a number won’t solve clients’ financial anxiety—and what advisors should focus on instead.Full show notes hereWith Rory Henry CFP®, BFA™For CPA TrendlinesThe Holistic Guide to Wealth Management When advisors think about financial planning, numbers, projections, and optimization strategies are what typically come to mind. But in a recent podcast conversation with me, Carl Richards challenged that assumption, arguing that the real work of planning begins with having a meaningful dialogue about money.   MORE Rory Henry | MORE The Holistic Guide to Wealth Management | MORE CPA Trendlines Streaming NetworkAs Richards described his latest book, Your Money: Reimagining Wealth in 101 Simple Sketches, the goal is not to provide answers, but to spark better questions. “The book is just a means to an end,” Richards said. “What I care about is that it starts [better] conversations about money.”

    39 min

  6. MAR 29

    Matt Tait: Why Franchising Is the Next Big Thing for CAS | Big 4 Transparency

    Sponsored by The True Adviser: Buy now | Learn more Big 4 TransparencyWith Dominic Piscopo, CPAFull show notes hereDecimal CEO Matt Tait joins Dominic Piscopo to explain why his CAS firm is franchising its playbook, how it drives 50%-plus margins with queue-based delivery and daily book maintenance, and why private equity may accelerate – not kill – entrepreneurship in accounting.MORE Dominic Piscopo | MORE CPA Trendlines Streaming NetworkTait says the biggest accounting story right now isn’t just AI, it’s the industry’s next operating model. On the Big 4 Transparency, Tait says Decimal started as a “different” CAS and bookkeeping firm while simultaneously building an internal operating system for running a modern accounting shop. In under six years,

    36 min

  7. MAR 29

    Why Accounting Firms Feel So Unstable Right Now | Accounting Voices

    Accounting VoicesWith Rob BrownSponsored by The True Adviser: Buy now | Learn more If you feel like your accounting firm has become unpredictable, you are not imagining it. The ground is moving under your feet. People who spent years feeling stable and secure are suddenly unsettled. Partners are leaving. New leaders appear from nowhere. Titles change. Policies change. Strategies change. And no one explains why.MORE Accounting Voices with Rob BrownMORE CPA Trendlines Streaming NetworkRight now, the accounting profession feels like someone picked up the entire industry, shook it hard and said, "Good luck." Private equity is buying firms. National groups are rolling up mid tiers. Regional firms are merging into larger firms. Advisory practices are being carved out. Tax teams are being shifted. Audit is being restructured. And firms everywhere are rewriting their business models in real time.

    16 min

  8. MAR 28

    Alan Whitman: Why the Next Big CPA Firms Won’t Look Like CPA Firms | Gear Up for Growth

    And why culture matters more than ever.Full show notes here  Gear Up for GrowthWith Jean CaragherFor CPA Trendlines Sponsored by The True Advisor:  Buy now | Learn more Alan Whitman isn’t trying to build a better CPA firm. He’s trying to replace it.At Nichols Cauley, the former Baker Tilly CEO is recasting the traditional accounting practice as a “financial services company”—a structure that blends tax, insurance, risk, and transaction advisory into a single, continuous client relationship.MORE ALAN WHITMAN: PE Deal Tracker Update: Alan Whitman Plants a Flag in the Private Equity Landscape | Breaking the Mold with PE Backing | Build Culture on ‘Progress,’ Not Change | Moss Adams-Baker Tilly Merger: Bigger Isn’t Better. Better Is Better.| Unlocking the Secrets to Smart Growth 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 The goal, he tells Jean Caragher in this episode of Gear Up for Growth, is not to expand services around the edges, but to collapse them into one integrated model designed to “manage, protect, and grow” client wealth in a recurring loop. The shift reflects a broader rethinking across the profession, in which private equity capital, client demand for one-stop advisory services, and advances in AI are pushing firms beyond the partnership model that has defined accounting for decades. Having previously led transformational growth at Baker Tilly, Whitman rejects the notion that rapid growth damages culture. “That’s hogwash,” he says. “Culture comes down to one word: trust.”

    38 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
    653
  • Rating
    Clean
  • Copyright
    © Copyright 2026 CPA Trendlines
  • Show Website
    CPA Trendlines Podcasts

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