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CPA Trendlines PodcastsCPA Trendlines PodcastsGo PRO: Get full sitewide access with today's best offerAttention CPAs and accounting pros! Are you ready to take your practice to the next level? Then it’s time to upgrade to CPA Trendlines PRO Membership—your all-access pass to premium insights, strategies, and tools designed just for YOU!See today 's best PRO  offers here.Get exclusive access – Over 10,000 articles, tools, and expert guidance—keeping you ahead of the curve in practice management, growth, and industry trends.Enjoy VIP perks – Be the first to get new content, receive special handling on orders, and unlock priority concierge service just for PR...2025-06-2201 minCPA Trendlines PodcastsCPA Trendlines PodcastsCarl Peterson: Succession or Stagnation? | Gear Up For GrowthAICPA’s Peterson sounds the alarm for small firms.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn a farewell interview on Gear Up for Growth, powered by CPA Trendlines, Carl Peterson, vice president of Small Firm Interests at the AICPA, shares hard-earned insights with Jean Caragher, president of Capstone Marketing, from his 14-year tenure - and sounds a call to action for the next generation of CPA firm leaders.  Gear Up for Growth spotlights the best strategies for smart and...2025-06-2035 minCPA Trendlines PodcastsCPA Trendlines PodcastsGo PRO!Attention CPAs and accounting pros! Are you ready to take your practice to the next level? Then it’s time to upgrade to CPA Trendlines PRO Membership—your all-access pass to premium insights, strategies, and tools designed just for YOU! Get exclusive access to over 7,000 articles, tools, and expert analyses—keeping you ahead of the curve in practice management, growth, and industry trends! Enjoy VIP perks! Be the first to get new content, receive special handling on orders, and unlock priority concierge service just for PRO members! Save BIG! Get 20% off in the CPA Trendlines Shop, plus d...2025-06-1801 minCPA Trendlines PodcastsCPA Trendlines PodcastsHow to Save $8 Million in Estate Taxes with One Strategic Move (Before 2026) | The Concierge CPAThe Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn this conversation, Dr. Jackie Meyer and Justin Baker delve into the intricacies of estate tax planning, discussing the current landscape of estate tax exemptions, the role of CPAs in estate tax planning, and the importance of proactive engagement with clients. More Jackie MeyerThey explore the dynamics of unexpected estate tax bills and provide practical examples of how effective planning can lead to significant tax savings. The discussion highlights the importance of collaboration between CPAs and estate planning attorneys to e...2025-06-1652 minCPA Trendlines PodcastsCPA Trendlines PodcastsGo PRO!Attention CPAs and accounting pros! Are you ready to take your practice to the next level? Then it’s time to upgrade to CPA Trendlines PRO Membership—your all-access pass to premium insights, strategies, and tools designed just for YOU! Get exclusive access to over 7,000 articles, tools, and expert analyses—keeping you ahead of the curve in practice management, growth, and industry trends! Enjoy VIP perks! Be the first to get new content, receive special handling on orders, and unlock priority concierge service just for PRO members! Save BIG! Get 20% off in the CPA Trendlines Shop, plus d...2025-06-1301 minCPA Trendlines PodcastsCPA Trendlines PodcastsPhil Whitman: No PE? No Problem. How CPA Firms Can Stay Fiercely Independent | Gear Up For GrowthCan CPA firms still stay independent? Yes—but only if they get serious.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn the latest episode of Gear Up for Growth, host Jean Caragher sits down with industry powerhouse Phil Whitman—CEO of Whitman Transition Advisors and founder of C-Suite Impact—to tackle one of the accounting profession’s biggest questions: Can CPA firms still thrive independently in the age of private equity and nonstop M&A?Whitman’s answer? A...2025-06-1345 minCPA Trendlines PodcastsCPA Trendlines PodcastsMatt Tait: The Monthly Close Should Be History | The Concierge CPAPeek inside the firm powering real-time finance for 1,000+ companies with just 100 staff. The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn this episode of the Concierge CPA Podcast, Dr. Jackie Meyer interviews Matt Tait, founder and CEO of Decimal, a firm that leverages AI and technology to enhance accounting operations. Matt shares his journey from being a lawyer to creating a client-centric accounting experience, emphasizing the importance of technology in streamlining workflows and improving client engagement. More Jackie MeyerThe conversation also delves into the significance of fixed-fee p...2025-06-0953 minCPA Trendlines PodcastsCPA Trendlines PodcastsCarla McCall: Create Leaders from Within | Gear Up For GrowthSelf-awareness and self-reflection are key to discovering an authentic leadership style.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn this episode of Gear Up for Growth, host Jean Caragher welcomes Carla McCall, managing partner of AAFCPAs and immediate past chair of the AICPA, for a candid conversation about one of the most pressing challenges facing the accounting profession: leadership succession.  Gear Up for Growth spotlights the best strategies for smart and effficient growth in today's competitive landscape. More Gear Up for Growth h...2025-06-0633 minCPA Trendlines PodcastsCPA Trendlines PodcastsChad Koebnick: Tribal Tax Credit Promises, Pitfalls, and Proactive Planning | The Concierge CPA With 40% discounts and zero clawbacks, this credit is turning heads—and raising eyebrows. The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn this episode, Dr. Jackie Meyer interviews Chad Koebnick, VP of Specialized Tax Services at Nepsis, about the innovative Tribal Tax Credit. More Jackie MeyerThey discuss the mechanics of the credit, its origins, and the skepticism surrounding it. Chad explains the due diligence required for tax professionals and taxpayers, the process of claiming the credits, and common misconceptions. The conversation also...2025-06-0240 minCPA Trendlines PodcastsCPA Trendlines PodcastsMitchell Reno: Client Experience as a Growth Driver | Gear Up For GrowthFirms with client experience programs see 19% higher growth rates, according to ClearlyRated study. Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesCreating a truly differentiated client experience can be the key to standing out in a profession defined by trust, service, and technical excellence. That’s the message from Mitchell Reno, director of client experience at Rehmann, in this episode of Gear Up for Growth, hosted by Jean Caragher, president of Capstone Marketing.  Gear Up for Growth spotlights the best strategies for smart and...2025-05-3030 minCPA Trendlines PodcastsCPA Trendlines PodcastsPaul Dunn: Ditch the Clock, Lead with Heart | Gear Up For GrowthStop billing. Start thrilling.Gear Up for Growth With Jean CaragherFor CPA TrendlinesIn a persuasive new episode of Gear Up for Growth, powered by CPA Trendlines, Paul Dunn – four-time TEDx speaker, cofounder of B1G1, and longtime champion of transformational leadership in the accounting profession – delivered a clear call to action for firm leaders: Ditch the billable hour and lead with purpose. Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's competitive landscape. More Gear Up for Growth here...2025-05-2340 minCPA Trendlines PodcastsCPA Trendlines PodcastsAmy Vetter: How Professionals Can Reclaim Their Time, Energy, and Purpose | The Concierge CPA“We’re afraid to communicate, we’re afraid to speak up.” The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn a profession known for long hours and technical precision, Amy Vetter, CPA.CITP, CGMA, CSP, RYT, offers a refreshing message.There’s more to success than climbing the traditional career ladder.More Jackie MeyerThe founder of the B3 Method Institute joins Jackie Meyer on The Concierge CPA to share her journey from audit partner to yogi and mindful tech adviso...2025-05-1939 minCPA Trendlines PodcastsCPA Trendlines PodcastsAprio CEO: Culture and Capital Fuel Firm’s Rapid Growth | Gear Up For GrowthPE doesn't have to strip your culture.With Jean CaragherFor CPA TrendlinesOn a recent episode of Gear Up for Growth, powered by CPA Trendlines, Aprio CEO Richard Kopelman offered a behind-the-scenes look at what’s powering his firm’s remarkable trajectory—from a traditional CPA firm to a diversified advisory powerhouse. In conversation with Jean Caragher, president of Capstone Marketing, Kopelman credited Aprio’s sustained momentum to two key drivers: a relentlessly reinforced culture and a bold leap into private equity. Gear Up for Growth spotlights the best str...2025-05-1641 minCPA Trendlines PodcastsCPA Trendlines PodcastsDavid Podell: Use Strategic Retirement Planning to Build Net Worth | The Concierge CPA"If you're not putting your clients into retirement plans, you're missing one of the biggest value-adds in tax advisory."The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn a recent episode of The Concierge CPA, host Dr. Jackie Meyer welcomes back David Podell, CEO and founder of Business Benefits Consultants, for a deep-dive on retirement strategies that are often overlooked by small business owners, CPAs, and even seasoned financial professionals.More Jackie MeyerKicking off with sharp-witted tax news, Meyer touches on IRS free...2025-05-1243 minCPA Trendlines PodcastsCPA Trendlines PodcastsMatt Criss: Forget the Grind; Grow Intentionally | Gear Up For GrowthStop drifting and start leading.Gear Up for Growth With Jean CaragherFor CPA TrendlinesIn a high-stress profession like accounting, intentional growth isn’t just helpful—it’s necessary. In this episode of Gear Up For Growth, business coach and author Matt Criss joins host Jean Caragher to share how accountants can build resilience, reflection, and renewed purpose by growing with intention.Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's competitive landscape. More Gear Up for Growth here | More J...2025-05-0931 minCPA Trendlines PodcastsCPA Trendlines PodcastsVan Carlson: Why 831(b) Risk Management Strategies Are Gaining Ground | The Concierge CPAWhat once was seen as a tax loophole is now becoming a mainstream strategy for business continuity—if done right.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesThe world of business risk has changed drastically since 1986, and so has the way innovative entrepreneurs protect themselves. In a recent episode of The Concierge CPA, host Dr. Jackie Meyer sits down with Van Carlson, founder and CEO of SRA 831(b) Admin, to demystify one of the most misunderstood tools in modern financial planning: the 831(b) captive.Mo...2025-05-0559 minCPA Trendlines PodcastsCPA Trendlines PodcastsMarketers to CEOs: The Expanding Role of Growth Leaders in Accounting | Gear Up For GrowthStrategic thinking, curiosity, and innovation can turn traditional marketing roles into firm leadership opportunities.Gear Up for Growth With Jean CaragherFor CPA TrendlinesIn a special episode of Gear Up For Growth, host Jean Caragher hands the mic to guest facilitator Sarah Dobek, president of Inovautus Consulting, to lead an inspiring conversation about career opportunities in accounting marketing.Joining the panel are four powerhouse leaders whose diverse journeys showcase just how far the profession has evolved:Gear Up for Growth...2025-05-0250 minCPA Trendlines PodcastsCPA Trendlines PodcastsHeidi Henderson: High Impact Tax Strategies Revealed | The Concierge CPAPivotal incentives, like cost segregation studies and energy credits, can revolutionize accounting firm service models.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn the latest episode of The Concierge CPA, host Dr. Jackie Meyer sits down with Heidi Henderson, executive vice president of Engineered Tax Services (ETS), to discuss elevating accounting practices through specialty tax incentives and advisory partnerships.More Jackie MeyerHenderson, a self-proclaimed “reformed accountant,” shares her journey from traditional accounting roles into strategic consulting, where she now helps CPAs and their clients unlock substantial tax...2025-04-2848 minCPA Trendlines PodcastsCPA Trendlines PodcastsWade Clark: Stop Selling; Start Catalyzing | Gear Up For GrowthUncover growth hidden in plain sight.Gear Up for Growth With Jean CaragherFor CPA TrendlinesIn the latest Gear Up for Growth, host Jean Caragher, president of Capstone Marketing, sits down with Wade Clark, associate director-sales programs at Moss Adams and author of "Simplifying Complex Sales." Their conversation delivers two critical messages for CPAs and firm leaders: the necessity of consistent account development and the strategic use of the Four Catalysts to uncover new opportunities.  Gear Up for Growth spotlights the best strategies for smart a...2025-04-2541 minCPA Trendlines PodcastsCPA Trendlines PodcastsChris Farrell: The Hidden Bottleneck in Accounting? It’s Not Your Back Office | The Concierge CPAOptimizing the client experience is the real key to growth and profitability.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesOn a recent episode of The Concierge CPA, Liscio founder and CEO Chris Farrell joins host Jackie Meyer to challenge the conventional wisdom about workflow systems in accounting. His core message? Firms don’t just need better systems—they need a client-first approach to technology."Most of the problems firms are facing stem from one thing," said Farrell, a CPA and veteran soft...2025-04-2149 minCPA Trendlines PodcastsCPA Trendlines PodcastsDavid Spence: Create a Tax-Free Retirement in Economic Uncertainty | The Concierge CPAExplore the rising threat of national debt, future tax hikes, and how Americans can prepare.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesThe U.S. is hurtling toward an economic reckoning, and most Americans are dangerously unprepared. That’s the warning delivered in the latest episode of The Concierge CPA podcast, where host Jackie Meyer sits down with financial planning expert David Spence, CPA, CFP, CLU, PFS, to unpack how today’s economic decisions could impact tomorrow’s taxpayers.More Jackie MeyerSpence’s messag...2025-04-1447 minCPA Trendlines PodcastsCPA Trendlines PodcastsSecrets to Staying Relevant Revealed | Gear Up For GrowthHall of Fame leaders share the lessons, mistakes, and trends shaping the future of firm growth.Gear Up For GrowthWith Jean CaragherFor CPA TrendlinesIn a special episode of Gear Up for Growth, four Hall of Fame members from the Association for Accounting Marketing (AAM) reunite to reflect on how accounting marketing evolves—and to deliver advice for today’s growth leaders.Host Jean Caragher, president of Capstone Marketing, is joined by Brian Falony, retired accounting marketing executive; Allan Koltin, CEO of Koltin Consulting Group and...2025-04-1156 minCPA Trendlines PodcastsCPA Trendlines PodcastsDivakar Vijayasarathy: Breaking Barriers and Scaling Success | The Concierge CPA"Every problem looks big from a distance, and every opportunity looks small."The Concierge CPAWith Jackie MeyerFor CPA TrendlinesFor many, the road to success is paved with incremental progress. For Divakar Vijayasarathy, it was forged through sheer resilience, entrepreneurial grit, and an unyielding vision. In the latest episode of The Concierge CPA podcast, host Jackie Meyer sits down with the founder and CEO of DVS Advisory Group to discuss his inspiring journey from the slums of Chennai to leading a multimillion-dollar international firm operating across four...2025-04-0753 minCPA Trendlines PodcastsCPA Trendlines PodcastsHow Top Rainmakers Win Clients | Gear Up For GrowthDoing great work is no longer enough to ensure client retention.Sponsored by "TurboCharge Your Profits: How to Thrive in the New Economy," by Frank Stitely, CPA, CVA  – See Today’s Special OfferWith Jean CaragherFor CPA TrendlinesIn a rapidly shifting business landscape, professional services firms face increasing pressure to develop new business while maintaining client loyalty. In a recent Gear Up for Growth episode hosted by Jean Caragher of Capstone Marketing, guest Matt Dixon shares insights from his forthcoming book, "Activator Advantage: What Today...2025-03-2847 minCPA Trendlines PodcastsCPA Trendlines PodcastsBecky Livingston: How AI Boosts Firm Marketing and Client Engagement | Gear Up For GrowthUtilize new tech to level up thought leadership and advisory services. Gear Up for Growth With Jean CaragherFor CPA TrendlinesThe latest episode of Gear Up for Growth, hosted by Jean Caragher of Capstone Marketing and powered by CPA Trendlines, featured an insightful discussion with Becky Livingston, founder and CEO of Penheel Marketing, on the role of artificial intelligence (AI) in CPA firm marketing. The conversation centered around two key takeaways: AI’s ability to enhance thought leadership efforts and its role in shifting CPAs...2025-03-2143 minCPA Trendlines PodcastsCPA Trendlines PodcastsSarah Elliott: How Conscious Leadership Secures IndependenceLeaders must empower others, share leadership, and foster an inclusive culture to ensure long-term success.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn a rapidly evolving profession where mergers, acquisitions, and private equity investments dominate headlines, many CPA firms face a critical choice: sell, merge, or remain independent. For firms determined to chart their own course, leadership is the key to survival and success.Gear Up for Growth spotlights the best strategies for smart and efficient growth...2025-03-0735 minCPA Trendlines PodcastsCPA Trendlines PodcastsBill Sheridan: Why Firms Must Adapt or Be Left Behind | Gear Up For GrowthFocus on your clients...or someone else will.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesBill Sheridan, chief communications officer at the Maryland Association of CPAs, believes CPA firms must embrace change to stay competitive. As technology automates compliance work, firms that focus on client advisory services will be the ones that thrive. “Our clients’ expectations are changing, and they are looking for more than just traditional compliance services,” Sheridan says. “The firms that recognize this shift and focus on client advisory services will be the on...2025-02-2836 minCPA Trendlines PodcastsCPA Trendlines PodcastsAmy Vetter: Strategies for Transforming Workplace Culture in Accounting Firms | Gear Up For GrowthFailure to address corporate climate can critically impact talent recruitment and retention.With Jean CaragherFor CPA TrendlinesAmy Vetter, CEO of the B3 Method Institute, discusses how accounting firms can transform workplace culture, reduce stress, and empower leaders to create a thriving work environment on the latest Gear Up for Growth episode.“A thriving workplace culture starts with strong leadership, clear communication, and a commitment to values,” Vetter says. “When leaders empower employees and lead with transparency, firms can create an environment where people feel supported and engage...2025-02-2138 minCPA Trendlines PodcastsCPA Trendlines PodcastsTim Allen: How Serendipitous Specialization Led to Success | Gear Up for GrowthFull commitment is critical in niche accounting.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn the world of accounting, niche specialization is often a deliberate strategy. For Tim Allen, CPA, however, his journey into winery finance was more serendipitous than strategic. With over 30 years of experience—including time at a Big 4 firm, leadership roles at multiple wineries, and now managing a successful boutique firm exclusively dedicated to the wine industry—Allen has carved out a unique space for himself and his team.2025-02-1427 minCPA Trendlines PodcastsCPA Trendlines PodcastsBreaking the Billable Hour | Gear Up For GrowthFirms that price for time rather than value are holding themselves back. Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesFor decades, accountants have relied on billable hours, tracking time spent on client work and invoicing accordingly. However, according to Michelle Golden-River, CEO of Fore LLC, this model is fundamentally flawed.“Accountants have taken their cost structure—allocating hours to clients and projects—and turned that into their revenue model,” she explains. “They’re not supposed to be the same thing.”Gear Up for Growth spot...2025-02-0749 minCPA Trendlines PodcastsCPA Trendlines PodcastsKristen Rampe: Accountability and Simplicity in Partner Compensation Drive CPA Firm Growth | Gear Up For Growth“Compensation is one tool, not the tool, to change behaviors and outcomes."Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesKristen Rampe, managing partner of Rosenberg Associates, spotlights two key drivers for CPA firm success: accountability and simplicity in partner compensation systems. 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 bes...2025-01-3133 minCPA Trendlines PodcastsCPA Trendlines PodcastsKatie Tolin: Listen to What the Market's Telling Us | Capstone ConversationsUnderstanding the story behind the data is critical to success.Capstone ConversationsBy Jean CaragherFor CPA TrendlinesKatie Tolin, a veteran marketing strategist and the driving force behind CPA Growth Guides, recently sat down for a Capstone Conversation to share her expertise on navigating the complexities of marketing in the accounting industry. Tolin, a decorated member of the Association for Accounting Marketing (AAM) and its Volunteer of the Year for 2023, offeres a candid exploration of current industry trends and the pivotal role of marketing...2025-01-2724 minCPA Trendlines PodcastsCPA Trendlines PodcastsJennifer Harrity: ESG Unlocks Accounting Opportunities | Gear Up For GrowthUncover how regulations, investor demands, and market expectations are driving organizations to embrace sustainable practices.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn a world where sustainability is increasingly critical, Environmental, Social, and Governance (ESG) has emerged as a vital component of the accounting profession—described as the "fourth leg" of the accounting stool, alongside tax, audit, and consulting. ESG integrates sustainability metrics with financial data, offering a holistic view of an organization’s health and strategic opportunities.Gear Up for Growth spotlights the best strategies for smar...2025-01-2437 minCPA Trendlines PodcastsCPA Trendlines PodcastsJason Blumer: Serving Your Team Is the Ultimate Leadership Strategy | Gear Up For GrowthDiscover why intentionality and clarity are key traits for successful leaders.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesLeadership in accounting firms requires a shift from technical expertise to guiding and empowering teams. Jason Blumer, founder and CEO of Blumer CPAs, discusses the journey of embracing leadership roles, overcoming self-doubt, and fostering a service-oriented mindset on Gear Up for Growth, Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's competitive landscape. M...2025-01-1734 minCPA Trendlines PodcastsCPA Trendlines PodcastsKimberly Ellison-Taylor: Why Talent Is the Key to Growth | Gear Up For Growth“We have to tell a better story, but we also have to have a better story to tell.”Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesA powerhouse in the accounting profession, Kimberly Ellison-Taylor, CPA, CGMA, CITP, CISA, the CEO of KET Solutions, shares her deep insights on talent recruitment and retention, inclusive leadership, and the evolving role of CPAs in a rapidly changing world.Gear Up for Growth spotlights the best strategies for smart and efficient growth in t...2025-01-1035 minCPA Trendlines PodcastsCPA Trendlines PodcastsFrom 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...2025-01-061h 12CPA Trendlines PodcastsCPA Trendlines PodcastsThe 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...2025-01-0342 minCPA Trendlines PodcastsCPA Trendlines PodcastsKatie Lyles: Marketing Triumphs Amid Chaos | Capstone ConversationsRisk-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 he...2024-12-2320 minCPA Trendlines PodcastsCPA Trendlines PodcastsLauren Clemmer: Confidence, Collaboration, and the Future of Accounting Marketing | Capstone ConversationsFirms that embrace marketing as a strategic priority unlock opportunities for growth and differentiation.Capstone ConversationsBy Jean CaragherFor CPA TrendlinesThe world of accounting marketing is one of transformation, resilience, and adaptability. Few individuals embody these qualities as profoundly as Lauren Clemmer, the former Executive Director of the Association for Accounting Marketing (AAM) and one of its most recent Hall of Fame inductees. In a recent Capstone Conversation, Clemmer shared her journey, insights, and advice for navigating the challenges and opportunities in accounting...2024-12-1621 minCPA Trendlines PodcastsCPA Trendlines PodcastsTim Allen: My Secret to Niche Success | Gear Up for GrowthDiscover how specialization can drive unparalleled success. Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesWith over 30 years of experience in winery finance and a thriving boutique firm dedicated exclusively to the wine industry, Tim Allen, CPA, shares the journey that led him to carve out this unique niche.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 Co...2024-12-1327 minCPA Trendlines PodcastsCPA Trendlines PodcastsSarah Dobek: How Curiosity and Problem-Solving Propel Success in Accounting Marketing | Capstone ConversationsThe Hall of Famer explains why understanding buyer behavior is the toughest—and most rewarding—part of the job.Capstone ConversationsBy Jean CaragherFor CPA TrendlinesA trailblazer in the field, Sarah Dobek was recently inducted into the Association for Accounting Marketing (AAM) Hall of Fame, cementing her status as a Bruce W. Marcus Lifetime Fellowship Member. With over two decades of experience in accounting and professional services marketing, Sarah shares her insights, challenges, and strategies that have shaped her remarkable career. Follow Jean Caragher on CPA T...2024-12-0936 minCPA Trendlines PodcastsCPA Trendlines PodcastsAugust Aquila: Getting Profits from Marketing | Gear Up for Growth"Every client interaction is a marketing opportunity."Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesMarketing has evolved from a client acquisition tool to a vital part of a firm's overall strategy. “When we first started marketing firms, it was all about bringing in the client and not worrying about anything else,” says August Aquila of Aquila Global Advisors and author of the new CPA Trendlines practice manual, "MAX: Maximize Productivity, Profitability and Client Retention"Full show notes here | Sample Aquila's newly released "MAX: Maximize Productivity, Profitability and...2024-12-0640 minCPA Trendlines PodcastsCPA Trendlines PodcastsCPA Trendlines - The Center for Accounting Transformation - Accounting ARC - Ep 24_Is Accounting Really STEM?Accounting experts debate STEM designation and its implications for the accounting field. Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimamoto.Center for Accounting TransformationAs accounting evolves into a technology-driven profession, a question looms: Does accounting qualify as a STEM (Science, Technology, Engineering, and Math) field? On the latest episode of Accounting ARC, thought leaders hosts Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, tackle this provocative question. MORE Accounting ARC: Rose Wang: Where Numbers Meet Strategy and Creativity | TikTok Fr...2024-12-0436 minCPA Trendlines PodcastsCPA Trendlines PodcastsGary Shamis: Strategy Is Easy. Execution Is Key | Gear Up for GrowthMoving beyond a "partner-driven" model is essential to scale operations and continue growth.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesWhile many skills contribute to effective leadership, Gary Shamis, president & CEO of Winding River Consulting, says executing strategic plans is the most critical. Full episode notes and video here | More Gary Shamis on The Private Equity Hazards for Young Partners, Accounting Influencers with Rob Brown here |  Gear Up for Growth spotlights the best strategies for sm...2024-11-2931 minCPA Trendlines PodcastsCPA Trendlines PodcastsGlen Carmichael: Leadership Sets the Tone for Marketing Success | Capstone ConversationsCapstone ConversationsBy Jean CaragherFor CPA TrendlinesGlen Carmichael, digital marketing coordinator at YHB CPAs and Consultant, is pushing the firm's newsletter to more than 55,000 recipients, growing educational webinars to 23, and garnering 64,000 blog readers annually.And she's just getting started,Show notes here | 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...2024-11-2516 minCPA Trendlines PodcastsCPA Trendlines PodcastsUnlocking the Secrets to Smart Growth with Alan Whitman | Gear Up For Growth"Speed and being nimble are critical to being able to try new things and iterate quickly."Gear Up For GrowthWith Jean CaragherFor CPA TrendlinesAlan Whitman, CEO of ADW Advisory, formerly led Baker Tilly U.S. through a meteoric rise from $475 million to $1.5 billion in revenue. In this episode of Gear Up For Growth, he shares his wealth of experience and insights.Gear Up for Growth spotlights the best strategies for smart and effficient growth in today's competitive...2024-11-2239 minCPA Trendlines PodcastsCPA Trendlines PodcastsStacy Dreher: Scaling Marketing Excellence for CPA Firms | Capstone Conversations"Marketing CPA firms in a sea of sameness is challenging, but when you niche down, the possibilities are limitless."By Jean CaragherFor CPA TrendlinesIn the latest episode of Capstone Conversations, Stacy Dreher, the Director of Practice Growth at James Moore & Company and the Association for Accounting Marketing’s (AAM) 2024 Marketer of the Year, dives into the world of accounting marketing and offers applicable advice for CPA firms of all sizes.  Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The...2024-11-1834 minCPA Trendlines PodcastsCPA Trendlines PodcastsJohn Higgins: How ChatGPT Can Help CPAs Be Advisors | Gear Up For Growth"Clients want value, and now, with these tools, you can give them more value."Gear Up for GrowthWith Jean CaragherFor CPA Trendlines“AI and ChatGPT-type tools can become your advisory services assistant,” says John Higgins, founder and CEO of Higgins Advisory. “It can help CPAs communicate better as an advisor and help identify the things CPAs should focus on for the type of client they're advising.” Gear Up for Growth spotlights the best strategies for smart and effficient growth in...2024-11-1536 minCPA Trendlines PodcastsCPA Trendlines PodcastsLucas LaChance: Revenue Generation through Digital Marketing | Capstone ConversationsWith Jean Caragher  For CPA Trendlines  Lucas LaChance brings an auditor’s eye to marketing as the partner in charge of practice growth at Dallas-based Lane Gorman Trubitt, where he drives digital strategies that have fueled 143 percent revenue gains. More Capstone Conversations here | Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Catch Jean Caragher every Friday with Gear Up for Growth here |  But the bigger challenge, LaChance tells Jean Caragher in this episode of Capstone Conversations, is winning the competition for a shr...2024-11-0438 minCPA Trendlines PodcastsCPA Trendlines PodcastsCarla McCall: Find Your Authentic Leadership Style | Gear Up For Growth"Just having a title or a position doesn’t make you a leader. You have to earn the trust and respect of the team that you're leading."Gear Up for GrowthWith Jean CaragherFor CPA Trendlines In the latest episode of Gear Up for Growth, Carla McCall, managing partner of AAF CPAs and chair of the AICPA, shares valuable insights into leadership transitions within CPA firms. As the industry faces a generational shift—with 75% of current CPAs expected to retire in the next 15 years—McCall's experie...2024-11-0133 minCPA Trendlines PodcastsCPA Trendlines PodcastsMitch Reno: Client Experience Advantage Goes to Small Firms | Gear Up For Growth"We have to...build something so special that people don't want an alternative." Gear Up for Growth. With Jean Caragher. For CPA Trendlines. For CPA firms to stand out, they must deliver an exceptional client experience—so unique that clients won’t want an alternative, Mitch Reno,  director of client experience at Rehmann, tells Jean Caragher in this episode of Gear Up for Growth. 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 Conve...2024-11-0130 minCPA Trendlines PodcastsCPA Trendlines PodcastsAlex Drost: Firms Must Be Scrappy to Compete with PE-Backed Competitors | Gear Up For GrowthAs private equity gains momentum in the accounting industry, firms face a decision: embrace external investment or double down on independence.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn a recent episode of the Gear Up for Growth podcast, Alex Drost, managing principal of Connection Builders, discusses the growing interest of private equity (PE) in the accounting sector. Hosted by Jean Caragher, president of Capstone Marketing, the conversation delves into the driving forces behind PE investments, the challenges faced by both investors...2024-10-2741 minCPA Trendlines PodcastsCPA Trendlines PodcastsKristen Lewis: The Biggest Challenge Marketing Accounting Firms | Capstone Conversations (Jean Caragher)Capstone Conversations. Informal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms.With Jean Caragher.  For CPA Trendlines.  In a business not always comfortable with notoriety, it takes bold ideas to position an accounting firm in the marketplace, according to Kristen Lewis, director of marketing at EisnerAmper and a member of the Association for Accounting Marketing Hall of Fame. Show notes here | Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Find Jean Caragher's Capstone Conversations ev...2024-10-2126 minCPA Trendlines PodcastsCPA Trendlines PodcastsSarah Cirelli: Launching the 'SWAT' Plan at Grassi CPAs | Capstone ConversationsCapstone ConversationsInformal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms.With Jean CaragherFor CPA TrendlinesWhen the Covid pandemic hit Grassi CPAs, chief marketing officer Sarah Cirelli launched a "SWAT" program to stem the losses and reap an extra $2 million in new fees. Full show notes here | Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Catch Jean Caragher every Friuday with Gear Up for Growth here |In this...2024-10-1531 minCPA Trendlines PodcastsCPA Trendlines PodcastsKatie Thomas: How to Recruit the Best, Organically | Gear Up For GrowthLeveraging social media and other digital platforms allows firms to attract talent without relying on traditional job boards or recruiters.Gear Up for Growth.With Jean Caragher.For CPA Trendlines."You actually have to be a good firm,” Katie Thomas, CPA, founder and owner, Leaders Online LLC, replied when asked about the factors needed for an organic inbound recruitment strategy to work. Full show notes here | Gear Up for Growth spotlights the best strategies for smart and effective growth in today's competitive landscape. More Gear Up for Growth every Friday here.|  Mor...2024-10-1234 minCPA Trendlines PodcastsCPA Trendlines PodcastsThe New Value Pricing Paradigm with David Yeghiaian and Michelle River | Gear Up For GrowthA 1,200 percent gain in billing.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesAccountants struggle with moving from the traditional billable hour model because they have concerns about accurately estimating costs, managing expectations, and measuring work in progress. This change requires a shift in mindset and firm-wide accountability, which can be challenging but necessary to remain competitive.Full show notes here | More CPA Trendlines podcasts here | More Jean Caragher hereDavid Yeghiaian, chief strategy officer for KerberRose, and Michelle River, CEO of Fore, LLC, and developer of...2024-10-0549 minCPA Trendlines PodcastsCPA Trendlines PodcastsKorby Boswell: Three Pieces of Advice for CPA Firm Managing Partners | Capstone ConversationsCapstone ConversationsWith Jean CaragherFor CPA TrendlinesAccording to Korby Boswell, Adams Brown's senior marketing and growth manager, successful accounting firm marketing lies in effective project management, smart content marketing, and producing solid sales leads.Full episode note here | More Capstone Conversations here | Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Catch Jean Caragher every Friday with Gear Up for Growth here |In this episode of Capstone Conversations with Jean Caragher, Boswell delivers three pieces of advice...2024-09-3032 minCPA Trendlines PodcastsCPA Trendlines PodcastsKristin Murray & Jennifer Wilson: Best People Practices for Smail Firms | Gear Up For GrowthBalancing growth, profits, culture, and staff retention.Gear Up for Growth. With Jean Caragher. For CPA Trendlines. “Probably no surprise, the greatest challenge to growth in this industry is attracting and retaining talent,” said Kristin Murray, managing partner of Weinstein Spira. “Without that, there is no growth, and given the landscape of our industry right now, that's everybody's biggest challenge. If it's not, I'd be amazed.”Gear Up for Growth spotlights the best strategies for smart and efffective growth in today's competitive landscape. More Gear Up for Growth every Friday here.|  More Caps...2024-09-2733 minCPA Trendlines PodcastsCPA Trendlines PodcastsJoe Kovacs: Why the Digital Brand Experience is Essential | Capstone ConversationsCapstone ConversationsBy Jean CaragherFor CPA TrendlinesThe greatest challenge in marketing CPA firms is understanding the role of technology and how different generations of clients and prospects want to engage, Joe Kovacs, marketing and biz dev director at Councilor, Buchanan & Mitchell, tells Jean Caragher in this episode of Capstone Conversations.Show notes here | 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 th...2024-09-2338 minCPA Trendlines PodcastsCPA Trendlines PodcastsMike Sylvester, Ryan Pulice: The Joys of Firing Bad Clients | Gear Up For GrowthGear Up for GrowthWith Jean CaragherFor CPA TrendlinesDemand for tax services emboldens CPAs to fire clients and deliberate about the clients they choose to work with. Two practitioners share their strategies for accepting new clients through structured intake forms and firing clients who are not a good fit for their firms in this episode of Gear Up for Growth, with Jean Caragher, president of Capstone Marketing, and powered by CPA Trendlines Research. “It just took firing 7 percent of our client base,” says Mike Sylvester, managing partner, SBS CP...2024-09-2037 minCPA Trendlines PodcastsCPA Trendlines PodcastsCarrie Steffen: The Two New Superpowers Leaders in Accounting Didn't Know They Needed | Capstone ConversationsPlus: The marketing myths that plague accounting firms.  Capstone Conversations.  With Jean Caragher  For CPA Trendlines Being a managing partner is tough enough, but now accounting firm leaders must master two new superpowers. And CPE won't help.   Complete show notes here.  |  Get more Capstone Conversations every Monday.  |  Follow Jean Caragher on CPA Trendlines.  |  Get Caragher's international best-seller, The 90-Day Marketing Plan for CPA Firms.  |  Catch Jean Caragher with Gear Up for Growth every Friday.  |  And browse all the shows on the CPA Trendlines Podcast Channel  The world for CPA firm marketing p...2024-09-1634 minCPA Trendlines PodcastsCPA Trendlines PodcastsBrenda Sleeper: The Journey to the Hall of Fame | Capstone ConversationsCapstone ConversationsInformal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms.With Jean CaragherFor CPA TrendlinesBrenda Sleeper reflects on her path to the Association for Accounting Marketing Hall of Fame, where she joins an elite few as Bruce W. Marcus Lifetime Fellowship Members. Brenda is a Business Resource Network Relationship Director for the BDO Alliance, working with BDO alliance firms nationwide. Follow Jean Caragher on CPA Trendlines here. Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here Catch Jean...2024-09-1628 minCPA Trendlines PodcastsCPA Trendlines PodcastsTom Hood: When Your Mindset Is Your Biggest Problem | Gear Up for GrowthGear Up for GrowthWith Jean CaragherCapstone MarketingInvesting in learning and development is essential for retaining and attracting staff. Developing a curriculum that includes both technical and success skills can help firms address the current talent shortage and prepare their employees for higher-value roles.  Complete show notes here More CPA Trendlines podcasts here More Jean Caragher here More Gear Up for Growth More Capstone Conversations "We're going to see automation making a big impact on our staff in the near term,” says Tom Hood, CPA, CGMA...2024-09-1334 minCPA Trendlines PodcastsCPA Trendlines PodcastsMark Koziel: Transforming the CPA Firm Business Model | Gear Up for GrowthGear Up for GrowthWith Jean CaragherCapstone MarketingIn this Gear Up for Growth episode, Mark Koziel, president and CEO of Allinial Global, tells Jean Caragher that CPA firms must move toward a corporate business model, or they could fail to grow or worse.  More CPA Trendlines podcasts here | More Jean Caragher here “Every partner that's nearer that retirement age is trying to beat their compensation from the year before so that their deferred comp is as maximized as it can be,” explains Koziel, “and that goes directly against what th...2024-08-3039 minCPA Trendlines PodcastsCPA Trendlines PodcastsAllison Schlegelmilch: Leadership Lessons from Firm Mergers | Capstone ConversationsCapstone ConversationsInformal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms.By Jean CaragherFor CPA TrendlinesI was delighted to have a Capstone Conversation with Allison Schlegelmilch, director of marketing at RKL LLP and an  Association for Accounting Marketing Marketer of the Year.  Follow Jean Caragher on CPA Trendlines here. Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here And catch Jean Caragher's other show, Capstone Conversations, with the profession's leading growth strategists, also available on CPA Tr...2024-08-2630 minCPA Trendlines PodcastsCPA Trendlines PodcastsAllan Koltin: How Small Firms Battle PE-Powered Competitors | Gear Up for GrowthGear Up for GrowthWith Jean CaragherFor CPA Trendlines“More than half of the CPA firms in the country won't qualify to be part of private equity,” says Allan Koltin, CEO of Koltin Consulting, appearing on Gear Up for Growth, a new show hosted by Jean Caragher, president of Capstone Marketing, and powered by CPA Trendlines.  Follow Jean Caragher on CPA Trendlines here. Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here And catch Jean Caragher's other show, Gear Up for Growth, with today's biggest newsmakers, also...2024-08-2338 minCPA Trendlines PodcastsCPA Trendlines PodcastsQuick Tech Talks with Steve Yoss: Automation for AccountantsStephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at CPA Trendlines here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by a Master of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University.Since 2017, Stephen has...2024-07-2902 minCPA Trendlines PodcastsCPA Trendlines PodcastsSteve Yoss, Quick Tech Talk: Digging into Statistical Analytics with Microsoft ExcelStephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today.Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yossStarting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by a Master of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University.Since 2017, Stephen has...2024-07-2501 minCPA Trendlines PodcastsCPA Trendlines PodcastsDisruptors: Chase Birky Builds the Anti-CPA FirmDon't reinvent the wheel. Join a better wheel. The DisruptorsWith Liz FarrIn the latest episode of "The Disruptors," host Liz Farr talks with Chase Birky, the trailblazing co-founder of Dark Horse, a firm designed to redefine the traditional CPA experience. Born from a vision of a more equitable and efficient CPA firm, Dark Horse provides sole practitioners and small firms access to the resources typically reserved for larger entities. This "anti-CPA firm" aims to support underserved small businesses, often neglected by larger accounting firms, by providing them with reliable and responsive accounting...2024-05-141h 09CPA Trendlines PodcastsCPA Trendlines PodcastsSteve Yoss on Automation for Accountants from CPA TrendlinesStephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at CPA Trendlines here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by a Master of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University.Since 2017, Stephen has...2024-05-0302 minCPA Trendlines PodcastsCPA Trendlines PodcastsGetting Real: Accounting Tech Decisions You Need to Make TodayWhat to Start Doing Today to Be Fully Prepared for Next Tax Season... and Beyond. A CPA Trendlines Flash BriefingHosted by Seth Fineberg of AccountantsForward for CPA Trendlines TOP TAKEAWAYS Artificial intelligence. Work smarter, not harder. Managing tech expenses. The fast track to rapid adoption. Choosing the right tech for your firm's needs today and tomorrow. YOUR PANEL OF EXPERTSChad Davis, CPA, CMA, Owner, LiveCAChad Davis is a CPA and a co-founder of LiveCA LLP in...2023-08-081h 00CPA Trendlines PodcastsCPA Trendlines PodcastsScott Scarano: First, Grow People. Then Firm Growth Can FollowThe Disruptorswith Liz Farrfor CPA TrendlinesWhen Scott Scarano lost a few good people at his firm, he knew he needed to change things. Instead of continuing to grow for the sake of growth, he overhauled his management approach  More CPA Trendlines podcasts here.“And things are better now at the firm, because we're not focused on growth,” but instead on “growing everybody,” including himself. By building better habits and finding better ways to do things, his team is growing their bottom line, and a few of th...2023-07-171h 10CPA Trendlines PodcastsCPA Trendlines PodcastsBONUS EPISODE: Robert Fligel Explains How Private Equity Is Impacting the ProfessionWith Rick TelbergFor CPA TrendlinesPrivate equity takeovers of accounting firms are changing the rules for the CPA business, impacting succession plans, shifting talent strategies, and reshaping the competition, according to Robert Fligel, CEO and founder of RF Resources, one of the nation's leading advisors. More about this episode here See all CPA Trendlines and Podcasts and Videos here  In this exclusive interview with CPA Trendlines, Fligel, a veteran dealmaker in the vast and active New York market, explains what PE firms may not want you to know, why C...2023-06-051h 01CPA Trendlines PodcastsCPA Trendlines PodcastsMegan Genest Tarnow: Hire for Curiosity Rather Than ComplianceThe Disruptors With Liz Farrfor CPA TrendlinesMegan Genest Tarnow is well-known in accounting circles as the go-to expert in using QuickBooks for the fund accounting required by nonprofit entities. Full episode notes here: https://cpatrendlines.com/?p=108914 See all CPA Trendlines multimedia productions here: https://cpatrendlines.com/category/video,podcast/ Many of the best accountants she knows have come from non-traditional backgrounds like dance or philosophy. Megan worked in theater for several years before being thrust into a finance role. Like her, these...2023-05-0143 minCPA Trendlines PodcastsCPA Trendlines PodcastsJennifer Wilson: Empower Young Workers to Build the Firm Everyone LovesThe DisruptorsWith Liz Farr for CPA TrendlinesSubscribe to CPA Trendlines podcasts anywhere: Apple, Google, Spotify, iHeart, Deezer, Amazon Music and Audible, Player FM, Audacy, Gaana (India), and Boomplay (Africa). More: https://cpatrendlines.com/?p=1051842022-11-2851 minCPA Trendlines PodcastsCPA Trendlines PodcastsMike Whitmire: Re-Think Your Hiring and Training PracticesTraining can triumph over textbooks in the talent wars.The DisruptorsWith Liz Farr for CPA TrendlinesMike Whitmire wants to transform the role of accountants in industry from mere counting beans (though that’s not a bad skill to have) to an operational role that leverages accountants’ knowledge of company finances and operations to drive efficiency throughout an entire organization.More here: https://cpatrendlines.com/?p=103950Subscribe to CPA Trendlines podcasts anywhere: Apple, Google, Spotify, iHeart, Deezer, Amazon Music and Audible, Player FM, Auda...2022-11-2336 minCPA Trendlines PodcastsCPA Trendlines PodcastsMike Whitmire: Re-Think Your Hiring and Training PracticesTraining can triumph over textbooks in the talent wars. The DisruptorsWith Liz Farr for CPA TrendlinesMike Whitmire wants to transform the role of accountants in industry from mere counting beans (though that’s not a bad skill to have) to an operational role that leverages accountants’ knowledge of company finances and operations to drive efficiency throughout an entire organization.More here: https://cpatrendlines.com/?p=103950Subscribe to CPA Trendlines podcasts anywhere: Apple, Google, Spotify, iHeart, Deezer, Amazon Music and Audible, Player FM, Auda...2022-11-1600 minCPA Trendlines PodcastsCPA Trendlines PodcastsThe Disruptors: Penny Breslin on Facing Your Staffing Challenges Head-OnWith Liz Farrfor CPA TrendlinesThe accounting profession has faced staffing issues for years now and, especially post-pandemic, the problem has compounded. Penny Breslin, CPA Trendlines contributor and the founder of MoneyPenny, talks about how firms are facing the hiring challenges and popular solutions that seem to be working, including using predominantly cloud-based apps for collaboration and engagement and taking a true evaluation of the talents and skills needed for each position.More here: https://cpatrendlines.com/?p=983592022-08-151h 02CPA Trendlines PodcastsCPA Trendlines PodcastsCPA Subscription Services: Is This Approach Here to Stay?Jamie Lopiccolo with Steven Sacks for CPA Trendlines Lopiccolo is the owner of a small Midwest firm that has been employing a subscription-based model to invoice clients for services rendered. The approach manages expectations by the client and ensures a normalized cash flow for the firm. Additional benefits include a more strategic approach to dealing with new clients because they are getting the full picture of their business’s needs. KEY TAKEAWAYS ·      One of the goals of the subscription pricing model (aka minimum level of service agreement) is to man...2022-05-0818 minCPA Trendlines PodcastsCPA Trendlines PodcastsThe Disruptors: Why Doing Nothing Is Not an Option, with Rob BrownIf we don’t change, we'll be irrelevant, says Rob Brown.The DisruptorsWith Liz Farr for CPA TrendlinesIt’s a changing world, and if we don’t change with it, we will cease to be relevant, U.K.-based accounting podcaster Rob Brown tells CPA Trendlines' Liz Farr.More here: https://cpatrendlines.com/?p=97277 A host of the Accounting Influencers podcast, Brown says what got us here won’t get us there in the fight to be relevant in our practices, with our clients and in our care...2022-05-0651 minCPA Trendlines PodcastsCPA Trendlines PodcastsThe Seller's Guide to Getting the Best Price for Your FirmFeaturing Ira Rosenbloom, CPA (LR), "The Merger Master," with Rick Telberg, CPA Trendlines.More here: https://cpatrendlines.com/?p=97102Take-aways: Five Steps for Maximizing Your Sale Price. The ten signs your firm is headed for the exits. The ten factors for getting the best price when you sell. Calculate your firm's valuation strategy by considering: – Your strongest niches. – The metrics for the current and potential profits. – Recurring compliance fees. – High-margin consulting billings. – New and valuable synergies with a new firm. – Inherent potential in your staffing. – Demographics of clients, partners and referral sources. – Untapped potential in loy...2022-04-2952 minCPA Trendlines PodcastsCPA Trendlines PodcastsThe Disruptors: Blake Oliver Sees a Ponzi Scheme Ready for CollapseThe accounting firm's business model isn’t broken yet, but the pyramid is crumbling.With Liz Farr for CPA TrendlinesMore here: https://cpatrendlines.com/?p=96758 Podcaster and enfant terrible Blake Oliver says the accounting firm is a pyramid scheme destined for collapse.The system is simple and simply devious: Bring in staff, work them a ton of hours, and the profits flow to the top, Blake says.But today, the model is being challenged by venture capital-backed tech startups delivering automated tax prep and bo...2022-04-1939 minCPA Trendlines PodcastsCPA Trendlines PodcastsThe Disruptors: Martin Bissett Argues for the "Commercialization" of the Tax and Accounting ProfessionWith Liz Farr for CPA TrendlinesMore here: https://cpatrendlines.com/?p=96260 To win the staffing wars, accountants must develop a talent pipeline, practice advisor Martin Bissett tells Liz Farr in this exclusive interview. The firms winning in recruiting and retention are using a portfolio approach to nurture prospects who might be ready to join the firm at some point in the future, a world-renowned sales and marketing consultant, a long-time contributor at CPA Trendlines, and, most recently the co-host of the UK-based Ac...2022-04-0846 minCPA Trendlines PodcastsCPA Trendlines PodcastsThe Disruptors: Brannon Poe Rejects the Status QuoThe Disruptors: Brannon PoeA Special Series with Liz Farr for CPA TrendlinesBrannon Poe is the founder of Poe Group Advisors and the creator of Accounting Practice Academy. He began facilitating successful accounting practice transitions in 2003. Today he is pioneering a consulting-based approach to transitioning accounting firms, culminating in Poe Group Advisors’ proprietary process for a “seamless “succession.”In this episode, Poe tells CPA Trendlines: Firm culture is not just a lofty concept but also a key to attracting fantastic talent.  Delegation is the cornerstone of firm culture.  V...2022-04-0134 minCPA Trendlines PodcastsCPA Trendlines PodcastsDisruptors: Accounting Nerds, Tap into Your Secret Super Powers Geni Whitehouse shows how to shift from a focus on mere data to priceless wisdom.With Liz Farrfor CPA TrendlinesCOVID showed us that we can do more than traditional services and that we can respond to change even when we don’t have all the information, CPA Geni Whitehouse tells Liz Farr in an exclusive interview for CPA Trendlines.COVID has given the profession the opportunity to impact clients in a very real way, and clients now see accountants in a very different light, says Whitehouse long an...2022-03-2834 minCPA Trendlines PodcastsCPA Trendlines PodcastsHow Private Equity Changes EverythingChanging the way firms are structured, operated, and financially managedWith Steven SacksFor CPA TrendlinesThe CPA profession is entering another period of shifts in how firms will attain growth levels – the main force being the influx of private capital entering the accounting profession, according to David Bergstein, CPA, CITP, CGMA.See more hereNew, external investments will change the way firms are structured, operated, and financially managed, as well as granting them increased capabilities to make more strategic decisions, Bergstein tells Sacks for CPA Trendlines.2022-03-1912 minCPA Trendlines PodcastsCPA Trendlines PodcastsHow FinTech Billions Are Re-Making the Accounting Business, with Rick Telberg for CPA TrendlinesVenture capital and private equity are pouring billions into financial technology start-ups. And this business will never be the same. Here CPA Trendlines founder, publisher, and editor Rick Telberg tells an audience of conference-goers what it means for the future of the profession, including:The real meaning of the "pandemic pivot" for accountants and small businesses.Why the accounting industry is more than just ripe for revolution.The new rules driving investment capital into new financial technologies. And,The three essential strategies for s...2022-03-1219 minCPA Trendlines PodcastsCPA Trendlines PodcastsYour Sales Tax Compliance Headaches Are Only Just BeginningWith Rick TelbergFor CPA TrendlinesThe changes wrought by COVID are still rolling through the business world, pushing many of them into online commerce and cross-border sales, according to Liz Armbruester, senior VP of global compliance at Avalara.In the U.S. states are gearing up to crack down on the new sources of revenues, leaving many businesses and their accountants still ill-equipped to handle the new rules, Armbruester tells Rick Telberg for CPA Trendlines.As SVP Global Compliance, Armbruester oversees global compliance operations at...2022-03-0819 minCPA Trendlines PodcastsCPA Trendlines PodcastsCorey Schmidt on Re-Inventing Your Firm – The Disruptors with Liz Farr for CPA TrendlinesThe Disruptors with Liz FarrSee more here: https://cpatrendlines.com/?p=94934Corey Schmidt's Take-AwaysOffer your staff different paths to being successful.Pinpoint the talents you have on your staff, and nurture those special skills.Carve out time for people to work on those skills, not just the backlog.Challenge your people earlier in their careers so they have three years of experience rather than one year repeated three times.Create roles for the kinds...2022-03-0525 minCPA Trendlines PodcastsCPA Trendlines PodcastsRe-Inventing the Accounting Firm with Tyler Anderson – The Disruptors with Liz Farr for CPA TrendlinesWith accounting talent so scarce, tax and accounting firms may be surprised to find untapped talents within their current staff, according to Tyler Anderson, partner and director of A&A innovation at Accountability Plus tells Liz Farr for CPA Trendlines.More here: https://cpatrendlines.com/2022/01/28/disruptors-tyler-anderson/2022-01-2825 minCPA Trendlines PodcastsCPA Trendlines PodcastsGoogle Ad Tips for Accountants with Becky LivingstonHere's how to stand out online and attract new clients -- the right kind of clients -- to your tax and accounting practice. Let Becky Livingston be your guide. She's a seasoned digital marketer for accounting firms and the author of  The Accountant's Social Media Handbook and SEO for CPAs: The Accountant's Handbook, both published by CPA trendlines at https://cpatrendlines.comendlines.com/shop. Ge the transcript, handouts and other downloads for this episode here: https://cpatrendlines.com/?p=89410See Becky Livingston's latest articles at CPA Trendlines2021-10-071h 00CPA Trendlines PodcastsCPA Trendlines PodcastsPasha Mailk: Four Ways to Beat the Staffing Shortage, with Richard Rothstein for CPA TrendlinesKill the billable hour, embrace remote work, stay flexible, get social, says Pasha Malik of Thyor.Twitter and Linkedin are the go-to resources for finding new talent at the McLean, Va.-based Thyor group of companies, founder and CEO Pasha Malik tells Richard Rothstein for CPA Trendlines.But he has much more to say about fixing the accounting business to make it more competitive for attracting the best people. In fact, his group of companies may be a model of the next-generation CPA firm, offering through various entities outsourced CFO services, tax...2021-08-0320 minCPA Trendlines PodcastsCPA Trendlines PodcastsStaffing: Ed Gattis from Parabellum System talks to Richard Rothstein for CPA TrendlinesWith Richard RothsteinIn this interview for CPA Trendlines, Ed Gattis, founder of Parabellum Systems, talks to Richard Rothstein, founder of Rothstein Consulting, about the global recruiting trends and how that is affecting hiring in the accounting world.Here Gattis talks about his experience in recruiting and recruiting for the accounting community and what has changed. The biggest thing he says is that it has become much harder to source very high-level people due to the lack of in-person opportunities, like pre-work coffees, lunches, etc to convince prospective employees that openings...2021-07-2617 minCPA Trendlines PodcastsCPA Trendlines PodcastsGary Cokins on The Truth about Activity-Based Costing with Steven Sacks for CPA TrendlinesProfitability Analysis & ReportingManagement finance expert Gary Cokins says there's nothing wrong with activity-based costing, in this conversation with Steven Sacks for CPA Trendlines. Except that you're probably doing it all wrong.Takeaways:– The deficiencies with product and service line costing have to do with overhead allocations. The problem is, it's convenient for the accountants to allocate the overhead based on allocation factors, like labor hours, number of units produced in a manufacturer, headcount, number of employees, and square feet, even though none of them reflect the unique consumption relationship between how the outputs pr...2021-04-1920 minCPA Trendlines PodcastsCPA Trendlines PodcastsJames Lopiccolo on Selling Service, Not Hours, with Steven SacksWith Steven Sacks for CPA Trendlines. The accounting profession is "stuck in a rut," says James N. Lopiccolo, founder and managing member of Capocore Professional Advisors, in Lake Orion, Mich. He says CPAs can't see "the challenges that are coming by from other non-CPA firms." Lopiccolo's answer is offering service agreements, instead of billing by the hour. Risky? Sometimes. But clients love it. In more than 31 years of public accounting, Lopiccolo has worked in business advisory, tax, and accounting for a multitude of industries including contracting, manufacturing, medical, professional service companies, and real estate. He serves on the Michigan CPA A...2021-04-0627 minCPA Trendlines PodcastsCPA Trendlines PodcastsBill Carroll on The Art & Science of Hiring, with Matt Solomon for CPA TrendlinesWith Matt Solomon for CPA TrendlinesBill Carroll, CEO of Hoops HR, reveals the three keys to smart hiring for accounting firms, in this conversation with Matt Solomon."We look at retention in really three key areas," Carroll says. "It's security for that person. A lot of that has to do with income, but a lot of that has to do with how they're treated internally as a person. How does the organization engage in conflict? How do they solve a conflict? Is there ultimately a resolution? There's a security aspect to that...2020-12-1813 minCPA Trendlines PodcastsCPA Trendlines PodcastsAdam Batchelor & John Higgins - PICPA acquires CPA Crossings, LLCListen in as Adam Batchelor and John Higgins discuss the tectonic shift in the CPE business - PICPA acquiring CPA Crossings, LLC - with Rick Telberg for CPA Trendlines.2020-10-1849 minCPA Trendlines PodcastsCPA Trendlines PodcastsRobert Fligel: COVID Infects CPA Firm M&A DealsCOVID-19 is putting new pressure on CPA firms to close merger deals, even if it means taking a haircut in the selling price, says Robert Fligel, the legendary New York-based CPA firm mergers-and-acquisitions dealmaker, in a new CPA Trendlines Flash Briefing.In this replay of the live web event, a fast-paced 30-minute webinar update, Fligel covers:The Current State of the M&A Market,Best Practices for Sellers, andPitfalls for Buyers and Sellers2020-10-0522 minCPA Trendlines PodcastsCPA Trendlines PodcastsGabby Luoma on the Covid CrisisTax season turns into 'advisory season,' and a whole new niche is born. By CPA Trendlines ResearchGabrielle Luoma, long one of the profession's leading innovators, says the future under COVID-19 belongs to the quick and the smart, in this exclusive video interview with CPA Trendlines.Firms will need to deploy new services to attract new clients who may have not realized that they needed a firm like yours but now do.In this conversation, Luoma talks about what's going on in the business, what's going...2020-07-1920 minCPA Trendlines PodcastsCPA Trendlines Podcasts[The Cannabis CPA] Jim Marty and Cory Parnell of Bridge West CPAsWhat makes a cannabusiness successful? CPA Trendlines catches up with Jim Marty and Cory Parnell of Bridge West CPAs and Consultants at MJBizCon Next all about the latest trends in the cannabis industry. 2018-05-2116 min