CPA Trendlines Podcasts

CPA Trendlines
  • 3.8 (8)
  • 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. 4d ago

    Dominic Piscopo: Crowdsourced Salary Data Sparks Accounting Change | Accounting Conversations

    Unpack how market gaps and transparency revise the recruiting game. Accounting ConversationsWith Chayton FarleeCenter for Accounting Transformation In the latest episode of Accounting Conversations, host Chayton Farlee sits down with Dominic Piscopo, CPA, founder of The Big Four Transparency, to unpack compensation transparency and the accounting pipeline — two stubborn bottlenecks many firms still struggle to fix. The conversation centers on how accessible salary data and real-world experiences can illuminate a path toward fairer pay and clearer career ladders for accountants at all levels. MORE Podcasts Piscopo describes a career that reveals both the promise and the pain points of the industry. He started in a Big Four firm in tax and quickly encountered a supportive leadership dynamic and a stellar coach, experiences that underscore what’s possible in a healthy culture. Yet even with that backdrop, he confronted a truth many early-career professionals feel but few talk about openly: compensation does not always align with effort or market realities, especially for younger staff trying to break in and prove their value.

  2. 5d ago

    Jeff Seibert: Digits Software Moves Toward Real-Time Accounting | The Disrupters

    Dovetailing finance and product engineering can transform accounting.Full show notes hereThe DisruptorsWith Liz FarrFor CPA TrendlinesWhen Jeff Seibert, CEO and founder of Digits, was at Twitter, he was astonished by the difference in data quality and timeliness between the product engineering and the finance sides of the business.On the product engineering side, testing tools, dashboards, and analytic tools provided real-time data on “exactly what your users are clicking on, what your servers are doing every second.” At the same time, “I was waiting two to three weeks for our accountant to give me a black and white P&L,” he recalls, even with “100 people in corporate finance.”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 NetworkThat experience led him to start Digits in 2018, an AI-native accounting platform, which is going head-to-head with QuickBooks and Xero. READ MORE > > >

    40 min

  3. May 28

    Bad Bosses or Bad Habits? The Truth About Workplace Failure | ARC

    From micromanagement to missed promotions, hosts get real about bad bosses—and when the problem is you. Accounting ARCWith Liz Mason and Byron PatrickCenter for Accounting Transformation In a candid, unfiltered episode of Accounting ARC, Liz Mason, CPA, CEO of High Rock Accounting, and Byron Patrick, CPA.CITP, senior product manager at Karbon and co-founder of TB Academy, confront one of the profession’s most relatable—and uncomfortable—topics: bad bosses.  But the conversation goes further than workplace horror stories. Mason and Patrick explore a more nuanced reality: sometimes the boss is the problem—and sometimes it's the employee.  MORE Accounting ARC: Why Relationships Still Drive Career Success | 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 | “We wanted to talk about this topic because it’s really important to understand when you’re the problem, when your boss is the problem, and what acceptable boundaries are,” Mason says early in the episode. Unpack real stories about bad bosses, miscommunication, and the career lessons that come with both. This episode challenges how accountants think about leadership, accountability, and growth.

    53 min

  4. May 27

    Retention Isn’t About Perks or Paychecks Anymore | MOVE Like This

    Adapt to changing workforce expectations without losing performance or accountability. MOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines Research In this episode of MOVE Like This, host Bonnie Buol Ruszczyk talks with Kristi Epp, tax partner, and Amber Schrock, advisory partner and Las Vegas market leader at Frazier & Deeter, about one of the profession’s most urgent challenges: retention. Their message is clear — firms that still believe compensation alone drives loyalty may already be falling behind. MORE MOVEThe conversation explores how accounting has changed dramatically over the last several years. Remote work, automation, talent shortages, mergers, acquisitions, and increasing regulatory complexity have reshaped both firm operations and employee expectations. Epp and Schrock explain that younger professionals are not rejecting hard work; they are rejecting environments that fail to provide meaning, transparency, mentorship, and sustainability.Rather than focusing solely on hours worked, Frazier & Deeter has worked to build a culture centered on effectiveness, growth, and long-term engagement. The firm’s leaders recognize that retention is deeply connected to whether people feel seen, supported, and included in the future of the organization. Originally published 1/14/2026.

    41 min

  5. May 27

    Tyler Anderson: Audit Transformation Is a Mindset, Not a Destination | The Disruptors

    "Audit" and "transformation" shouldn't contradict each other.Full show notes hereThe DisruptorsWith Liz FarrFor CPA TrendlinesThe words “audit” and “transformation” don’t often appear together. Some might say they contradict each other. But for Tyler Anderson, Director of A&A Innovation at Accountability Plus, audit transformation is something that has been needed for many years.MORE Tyler Anderson: Re-Inventing Accounting with Tyler Anderson 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 NetworkAnderson, along with his colleagues Corey Schmidt and Alan Anderson from Accountability Plus, served as subject matter experts for the 2025 Audit Benchmark Survey conducted by CPA.com, which sought to understand the current state of audit transformation. The CPA.com team included Emily Remington (Director of Audit Product Management), Amy Bridges (Senior Manager of Practice Development), and survey methodologist Katherine Blackburn. The resulting report, The Audit Transformation Report, was released at Digital CPA in December 2025. Liz Farr, host of The Disruptors, served as the report writer.  Audit transformation is often misunderstood as a destination or a future state reserved for large firms with deep pockets and advanced technology. But according to Anderson, transformation is far more practical and accessible. “I see it as the process, not really like it's an end state or anything, but it's really the evolution of audit,” he explains.READ MORE > > >

    54 min

  6. May 22

    Chase Damiano: Good Operations Means Defining How the Hand-Offs Happen | The Disruptors

    When leaders neglect to delegate, chaos reigns.Sponsored by True Advisor: Buy now | Learn moreFull show notes here  The DisruptersWith Liz FarrFor CPA Trendlines Chase Damiano, founder of Human at Scale, says that operations are the missing piece for many firms. “It’s sort of this bridge or glue that allows a business and a team to function well together,” he tells Liz Farr in this episode of The Disrupters. 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 Network“I see it as the intersection of people, process, technology and culture.” What that looks like in practice, he says, is a firm where the team is happy, clients are satisfied, work is delivered on time and at high quality, and the owner has the freedom to focus on strategy and growth and has the time to spend on non-work things like family.  READ MORE >>>

    1h 8m

  7. May 21

    The Google Playbook for Young Accountants | Accounting Conversations

    Networking, timing, and intentional career planning help candidates stand out in competitive hiring processes.Accounting ConversationsWith Chayton FarleeCenter for Accounting TransformationFor many accounting students, the profession can seem narrowly defined by tax returns, audit rooms, and busy season deadlines. But according to Mike Manalac, CPA, accounting can also become a pathway into some of the world’s most innovative companies and industries. In a recent episode of Accounting Conversations, host Chayton Farlee speaks with Manalac about how young accounting professionals can strategically leverage public accounting experience to build careers at companies like Google, Tesla, Uber, and Salesforce.  MORE Podcasts Manalac, an accounting manager at Google, currently leads a distributed team working on Google Search and YouTube advertising contracts. His role involves collaborating with engineering, legal, sales, finance, and compliance teams across the organization. Farlee, an assurance associate at CliftonLarsonAllen, says conversations like these are important because many students are not exposed to the full range of accounting career opportunities.

    41 min

  8. May 18

    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
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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
    678
  • Rating
    Explicit
  • Copyright
    © Copyright 2026 CPA Trendlines
  • Show Website
    CPA Trendlines Podcasts

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