CPA Trendlines - Podcast Details

Shows

CPA Trendlines Podcasts AJ Johnson: New CPA Licensure Pathway Opens Doors to Talent | Gear Up for GrowthExpanding access while maintaining rigorous standards. Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesFull show notes here “This legislation has real consequences – positive consequences – for the health of firms, corporate accounting departments, and the broader economy,” says Aiysha “AJ” Johnson, CEO and executive director of the New Jersey Society of CPAs, during her appearance on Gear Up for Growth with Jean Caragher of Capstone Marketing. “I like to think that we’re opening doors.”More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan...

2026-02-0729 min

CPA Trendlines Podcasts Neil Gordon: The Most Powerful Sentence You'll Learn | The Concierge CPAThe silver bullet technique can transform messaging and persuasion.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesMost accounting professionals do extraordinary work—and still struggle to explain why it matters.That tension sits at the heart of a standout episode of The Concierge CPA, where host Dr. Jackie Meyer is joined by messaging strategist Neil Gordon for a wide-ranging conversation on persuasion, clarity, and the future of tax advisory in an AI-driven world.The result is an episode that fe...

2026-01-1925 min

CPA Trendlines Podcasts Jan Lewis: Workforce Development Is the Next CPA Imperative | Gear Up For GrowthTraining and growth—not just recruitment—will determine the profession’s future.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesWhen Jan Lewis, vice chair of the American Institute of CPAs (AICPA), says, “The world is a complicated place, and who better than a CPA to help cut through the noise?” she’s not offering a slogan. She’s issuing a call to action. More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More Gear Up for Growth More...

2026-01-1631 min

CPA Trendlines Podcasts Roman Kepczyk: Technology IS the New Business Model | Gear Up For GrowthFirm leaders can no longer ignore this conversation.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesTechnology is no longer something CPA firms use to get work done. It’s what defines how firms compete, scale, attract talent—and increasingly, how they’re valued.That was the clear, unambiguous message from Roman Kepczyk, director of Firm Technology Strategy at Rightworks, during his recent appearance on Gear Up for Growth, hosted by Jean Caragher. Gear Up for Growth spotlights the best strate...

2026-01-0936 min

CPA Trendlines Podcasts Vardan Pogosian: The 831(b) Wake-Up Call: What Advisors Are Missing in Risk Management | The Concierge CPAA former IRS agent breaks down the red flags, revenue thresholds, and compliance work that advisors can’t ignore.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesThe Concierge CPA hosts a deep dive into captive insurance planning this week, as host Dr. Jackie Meyer, CPA, and guest Vardan Pogosian, CPA, unpack both the risk-management foundations and tax-planning implications of small captive insurance companies. The episode clarifies a strategy that many tax professionals find complex or intimidating, with actionable guidance on identifying suitable clients and avoiding compliance risks.

2026-01-0532 min

CPA Trendlines Podcasts Aleksander Dyo: It's Not a Loophole; It's a Missed Opportunity | The Concierge CPACharitable gift financing has been IRS-validated for decades, yet many still avoid it.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn this episode of the Concierge CPA podcast, host Dr. Jackie Meyer, CPA, puts a spotlight on a charitable tax strategy that sounds suspiciously modern — yet has been sitting in the tax code since 1978.The strategy is called charitable gift financing, and, according to Meyer’s guest, Aleksander Dyo, founder and managing director of Wealth Excel, it remains largely invisible to many accountants desp...

2025-12-2233 min

CPA Trendlines Podcasts Phil Whitman: The New Era of CPA Firm Deals: Flexibility, Culture, and the Rise of “31 Flavors” | Holistic Guide to Wealth ManagementFirms that prioritize, listen, and align position themselves for better long-term outcomes. By Rory Henry CFP®, BFA™For CPA TrendlinesPhil Whitman, President and CEO of Whitman Advisory, works with hundreds of CPA firms and more than 230 strategic investors across private equity, family offices, wealth management aggregators, and publicly traded consolidators. He sees a profession undergoing unprecedented transformation, and Whitman has a front-row seat. In this episode of Holistic Guide to Wealth Management, Whitman shares his observations with me from his unique vantage point. MORE Rory...

2025-12-1533 min

CPA Trendlines Podcasts Acen Hansen: You’re Not Too Rich for a Backdoor Roth | The Concierge CPAUnderstand the legal tax hack the IRS actually wants you to use.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn a recent edition of the Concierge CPA podcast, host Dr. Jackie Meyer and guest Acen Hansen delivered a detailed, no-nonsense exploration of using the Backdoor Roth IRA and the Mega Backdoor Roth to harness tax-free growth — particularly for high-income earners and those focused on legacy planning. More Jackie Meyer Catch Jackie Meyer and other thought leaders on Dec. 10 at Tax Season Readiness: Practical Steps fo...

2025-12-0837 min

CPA Trendlines Podcasts Eric Majchrzak: Marketer-Turned-CEO Redesigns the Modern CPA Firm | Gear Up For GrowthCollaboration, transparency, and independence drive BeachFleischman’s growth.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesWhen most people picture a CPA firm CEO, they don’t envision a former marketing director in the big chair.That’s exactly what makes Eric Majchrzak worth listening to.Majchrzak, CEO and Principal of BeachFleischman—Arizona’s largest locally owned CPA firm and a Top 200 firm in the U.S.—has been named multiple times to Accounting Today’s “Top 100 Most Influential People in Accoun...

2025-11-2137 min

CPA Trendlines Podcasts Julie Barnes: Redefine Your Career from Within | Gear Up For GrowthGrowth doesn’t always mean moving on—it can mean moving deeper.Gear Up for GrowthWith Jean CaragherFor CPA Trendlines“I love Smith + Howard, and I loved marketing, but I didn’t think I was the person for that role anymore,” says Julie Barnes, chief of staff of Smith + Howard, during her appearance on Gear Up for Growth, powered by CPA Trendlines, and hosted by Jean Caragher of Capstone Marketing. “I didn’t want to leave; I wanted to do something different. I wanted to be valuable to the firm and creat...

2025-11-0725 min

CPA Trendlines Podcasts Melancon: Private Equity and the Partnership | 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...

2025-10-0342 min

CPA Trendlines Podcasts John Garrett: Embrace Your And; Transform Firms | Gear Up For GrowthYour job title doesn't define you. Your 'and' does. Gear Up for GrowthWith Jean CaragherFor CPA Trendlines“If we make sure that people are doing their ‘ands,’ they’re going to accidentally do their best work,” says John Garrett, author of "What’s Your ‘And’?" and stand-up comedian. During his appearance on Gear Up for Growth, hosted by Jean Caragher of Capstone Marketing, the self-described "recovering CPA" says, “They’re going to accidentally stay. You’re going to attract more talent. You’re going to attract more clients. Everything...

2025-09-1944 min

CPA Trendlines Podcasts Jay Schwedelson: Stop Playing It Safe | Gear Up For GrowthFour key strategies show how firms can lead with value, optimize for AI, test strategies, and show more humanity to win clients.Gear Up for GrowthWith Jean CaragherFor CPA Trendlines“Firms can’t afford to hide behind best practices or boring templates anymore,” says Jay Schwedelson, president and CEO of Outcome Media and host of the top-rated marketing podcast Do This, NOT That, during his appearance on Gear Up for Growth, powered by CPA Trendlines, and hosted by Jean Caragher of Capstone Marketing.

2025-09-0544 min

CPA Trendlines Podcasts Go 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...

2025-08-2801 min

2025-08-2601 min

CPA Trendlines Podcasts Kassi Rushing: Leadership Gaps, Not Motivation Gaps, Hold Firms Back | Gear Up For GrowthDeveloping “power skills” like trust and coaching are critical.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesEmployee experience is no longer optional; it’s a strategic imperative, says Kassi Rushing, CEO and owner of Kassi Rushing Consulting. Appearing on Gear Up for Growth—hosted by Jean Caragher, president of Capstone Marketing, and powered by CPA Trendlines—Rushing shares practical insights for firms aiming to attract and retain top talent. More Gear Up for Growth here. | More Jean Caragher here | Get...

2025-08-2239 min

2025-08-2001 min

CPA Trendlines Podcasts 870 Pages, Simplified: Unpacking the Most Impactful OBBB Provisions | The Concierge CPAFrom business owners to high-net-worth individuals, OBBB affects every income tier—and tax advisors are urged to act now.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn the latest episode of The Concierge CPA, Jackie Meyer, a nationally recognized tax strategist, and Dave Lukas, CEO of TaxPlanIQ, walk through the most significant provisions of the new law. The hosts emphasize that while the changes add complexity, they also create what Meyer calls “a once-in-a-generation opportunity for accountants to step up as trusted advisors.”More J...

2025-08-181h 13

2025-08-1501 min

2025-08-1101 min

CPA Trendlines Podcasts Adjei: Stop Avoiding IRS Representation—and Start Profiting From It | The Concierge CPAFrom Big Four consulting to FEMA volunteerism, Adjei blends problem-solving, purpose, and proactive planning.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesWhen Hurricane Harvey submerged his first office, Houston-based CPA and tax advisor Brandon Adjei could have stepped back. Instead, he leaned in, volunteering for months at FEMA disaster relief centers, helping storm victims navigate IRS issues so they could access life-saving grants and loans. That work, originally meant to be temporary, became a catalyst for building a broader tax practice that now spans the U.S...

2025-08-1143 min

CPA Trendlines Podcasts From Zero to Auditor in 3 Days | Gear Up For GrowthThe immersive experience transforms recruiting from a guessing game into a hands-on, culture-rich audition.Gear Up for GrowthWith Jean CaragherFor CPA Trendlines In the latest episode of Gear Up for Growth, powered by CPA Trendlines, Jean Caragher, president of Capstone Marketing, spoke with co-creators of JLK Rosenberger LLP’s innovative student recruitment program, Audit 500, which combines real-world experience with relationship-building to deliver extraordinary results – and some unexpected emotional impact. Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's compet...

2025-08-0836 min

CPA Trendlines Podcasts Reza Hooda: Model a 7-Figure Firm in 10Hrs/Week | The Concierge CPABuilding a firm should provide time, money, and freedom. The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn this conversation, Dr. Jackie Meyer, CPA and Reza Hooda, Coach & Mentor to Accountants with The Profitable Accountants Community, discuss the transformative journey of Hooda from a traditional accounting background to modernizing his practice through value pricing and effective client engagement strategies. More Jackie MeyerThey explore the importance of pricing psychology, positioning, and the four pillars of success in building a th...

2025-08-0734 min

CPA Trendlines Podcasts Johnson, Lohrfink: Why Estate Planning Is the CPA’s Next Frontier | Holistic Guide to Wealth ManagementTechnology streamlines the process, but strong communication builds the needed relationships.By Rory Henry CFP®, BFA™For CPA TrendlinesResearch shows that 93% of people want estate planning services from their financial advisor but only 22% are actually getting that advice. As detailed in my new book Holistic Guide to Wealth Management for CPAs, estate planning offers practitioners the ability to provide a family office level of care to clients, whether they are business owners, retiring boomers, or next Gen. MORE Rory Henry and The Holistic Guide to Weal...

2025-08-0441 min

2025-07-2901 min

CPA Trendlines Podcasts Go 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...

2025-07-2501 min

CPA Trendlines Podcasts Ruszczyk: Listen to Your Marketers and Let Them Lead | Capstone ConversationsDifferentiation, confidence, and connection can transform firms.Capstone ConversationsBy Jean CaragherFor CPA TrendlinesBonnie Buol Ruszczyk, founder of BBR Companies and one of the accounting profession’s most respected marketing strategists, joined Jean Caragher for a compelling episode of Capstone Conversations—this time as a newly inducted member of the Association for Accounting Marketing Hall of Fame.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 Grow...

2025-07-2534 min

2025-07-2301 min

2025-07-1801 min

CPA Trendlines Podcasts Alex Miller: Marketing Success Depends on Curiosity, Collaboration, and Client Experience | Capstone ConversationsUnderstanding the full picture delivers higher ROI.Capstone ConversationsBy Jean CaragherFor CPA TrendlinesIn this episode of Capstone Conversations with Jean Caragher of Capstone Marketing, Alex Miller, marketing manager at Lanigan Ryan and the Association for Accounting Marketing’s 2025 Volunteer of the Year, shares powerful insights about the evolving role of marketers in accounting firms. Her two top takeaways? Curiosity and collaboration drive career success, and client experience and artificial intelligence (AI) offer the profession’s biggest opportunities and challenges. Fol...

2025-07-1833 min

2025-07-1601 min

2025-07-1434 min

CPA Trendlines Podcasts Kristen Lewis: Growth Strategy that Actually Works | Capstone ConversationsTo turn disruption into opportunities, get marketers to the table "early and often."Capstone ConversationsBy Jean CaragherFor CPA TrendlinesKristen Lewis, Managing Director of Marketing for EisnerAmper and the 2025 Association for Accounting Marketing (AAM) Marketer of the Year, joins Jean Caragher on Capstone Conversations to share lessons from her marketing leadership, insights on post-pandemic strategy shifts, and her vision for the profession’s future. The conversation examines both the tactical and human aspects of CPA firm marketing in an era of rapid change, industry consolidation, and heightened cl...

2025-07-1129 min

CPA Trendlines Podcasts Chris Papin: A Bold Blueprint for the Modern Firm | The Concierge CPAThis interdisciplinary approach offers a glimpse into the future of the accounting profession.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn this episode of The Concierge CPA, host Jackie Meyer introduces an extraordinary guest who truly embodies the term concierge advisor. Meet Chris Papin—CPA, attorney, insurance producer, and all-around problem-solver for small business clients navigating today’s increasingly complex financial landscape.Papin, founder of both Papin CPA and Papin Law, brings a rare blend of legal, accounting, and...

2025-07-0730 min

CPA Trendlines Podcasts Kimberly Ellison-Taylor: Why Small Firms Hold the Key to Accounting’s Talent Crisis | Gear Up For GrowthThey're not leaving the firm. They're leaving you. Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesWhat’s driving talent out of accounting firms? According to Kimberly Ellison-Taylor, CPA, CGMA, CITP, CISA, everything from outdated leadership to untold success stories is pushing promising professionals away. In this episode of Gear Up for Growth, powered by CPA Trendlines, host Jean Caragher sits down with the powerhouse behind KET Solutions to explore how the profession can—and must—change to attract and retain the next generation....

2025-07-0435 min

CPA Trendlines Podcasts Anshul Agrawal: Gain a Competitive Edge Through Direct Ownership Offshoring | Gear Up For GrowthGet more control, greater flexibility, and a path to smarter growth.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn this episode of Gear Up for Growth, powered by CPA Trendlines, Anshul Agrawal, founder of June15 Consulting, shares how direct ownership offshoring is helping CPA firms unlock long-term value and sharpen their competitive edge. Gear Up for Growth spotlights the best strategies for smart and effficient growth in today's competitive landscape. Gear Up for Growth every Friday here. More Jean Caragher here | Get h...

2025-06-2735 min

CPA Trendlines Podcasts Carl 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 min

2025-06-1801 min

CPA Trendlines Podcasts How 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 min

CPA Trendlines Podcasts Phil 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 min

CPA Trendlines Podcasts Matt 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 min

CPA Trendlines Podcasts Paul 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 min

CPA Trendlines Podcasts Amy 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 min

CPA Trendlines Podcasts Aprio 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 min

CPA Trendlines Podcasts David 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 min

CPA Trendlines Podcasts Van 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 min

CPA Trendlines Podcasts Heidi 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 min

CPA Trendlines Podcasts Chris 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 min

CPA Trendlines Podcasts David 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 min

CPA Trendlines Podcasts Divakar 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 min

CPA Trendlines Podcasts How 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 min

CPA Trendlines Podcasts Becky 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 min

CPA Trendlines Podcasts Sarah 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 min

CPA Trendlines Podcasts Bill 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 min

CPA Trendlines Podcasts Tim 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 min

CPA Trendlines Podcasts Kristen 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 min

CPA Trendlines Podcasts Katie 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 min

CPA Trendlines Podcasts From 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 12

CPA Trendlines Podcasts The 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 min

CPA Trendlines Podcasts Katie 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 min

CPA Trendlines Podcasts Lauren 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 min

CPA Trendlines Podcasts Sarah 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 min

CPA Trendlines Podcasts August 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 min

CPA Trendlines Podcasts CPA 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 min

CPA Trendlines Podcasts Glen 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 min

CPA Trendlines Podcasts Unlocking 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 min

CPA Trendlines Podcasts Stacy 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 min

CPA Trendlines Podcasts John 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 min

CPA Trendlines Podcasts Kristen 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 min

CPA Trendlines Podcasts Sarah 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 min

CPA Trendlines Podcasts Katie 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 min

CPA Trendlines Podcasts Korby 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 min

CPA Trendlines Podcasts Kristin 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 min

CPA Trendlines Podcasts Joe 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 min

CPA Trendlines Podcasts Mike 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 min

CPA Trendlines Podcasts Carrie 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 min

CPA Trendlines Podcasts Brenda 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 min

CPA Trendlines Podcasts Tom 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 min

CPA Trendlines Podcasts Allison 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 min

CPA Trendlines Podcasts Allan 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 min

CPA Trendlines Podcasts Quick 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 min

CPA Trendlines Podcasts Disruptors: 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 09

CPA Trendlines Podcasts Getting 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 00

CPA Trendlines Podcasts BONUS 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 01

CPA Trendlines Podcasts CPA 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 min

CPA Trendlines Podcasts The 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 min

CPA Trendlines Podcasts Disruptors: 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 min

CPA Trendlines Podcasts How 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 min

CPA Trendlines Podcasts How 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 min

CPA Trendlines Podcasts Corey 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 min

CPA Trendlines Podcasts Re-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 min

CPA Trendlines Podcasts Pasha 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 min

CPA Trendlines Podcasts Staffing: 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 min

CPA Trendlines Podcasts Gary 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 min

CPA Trendlines Podcasts Bill 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 min

CPA Trendlines Podcasts Adam 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 min

CPA Trendlines Podcasts Robert 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 Sellers

2020-10-0522 min

CPA Trendlines Podcasts Gabby 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 min

CPA 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