Best Trendlines Podcasts (2024)

1
Accounting ARC: Decoupling DEIB - A Nuanced Approach with Jina Etienne 36:26

4d ago36:26

36:26

Accounting ARC With Donny Shimamoto Center for Accounting Transformation JOIN: July 16 free webinar, “The DEI Journey of Accounting Professionals – A Research Study Analysis.” Jina Etienne, CPA, CGMA, CDE, stands out as a beacon of change in the constantly evolving landscape of the accounting profession. As a CPA and Certified Diversity Executive, …

1
Jody Grunden Says Subscription Pricing Plays a Game Changer 1:15:26

16d ago1:15:26

1:15:26

Get rid of the noise of hourly billing and create value. The Disruptors With Liz Farr For over a decade, Jody Grunden, CPA, has been doing things that many firms are just now discovering. Summit Virtual CFO (now part of Anders) offers weekly subscription-based pricing as a fully remote firm, and their main offering is virtual CFO services or, in to…

1
Accounting ARC: Breaking Barriers - How Becky DuPree's Love for Data Analytics and Her Identity Shaped Her Professional Path 19:28

21d ago19:28

19:28

"Coming out was not an option at that time in public accounting." Accounting ARC With Donny Shimamoto Center for Accounting Transformation Rebecca "Becky" DuPree, an experienced accountant and auditor, shares her compelling journey on the latest Accounting ARC, hosted by Donny Shimamoto, CPA.CITP, CGMA. With 17 years in public accounting and intern…

1
Steve Yoss, Tech Talk: Blockchain and Regulatory Compliance for Tax, Accounting and Finance Professionals 2:47

24d ago2:47

2:47

Stephen 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-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…

1
Accounting ARC: Forecasting Finance & the 2034 Accounting Landscape 50:26

27d ago50:26

50:26

Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation In this episode of the Accounting ARC podcast, hosts Byron Patrick, Liz Mason, and Donny Shimamoto explore predictions for the accounting profession over the next decade. They discuss the accelerating pace of technological change, the rise of nich…

1
Fogelman: Stop Undercharging and Be Client-Centered 49:25

28d ago49:25

49:25

Stop letting your business and career "suck the life out of you." The Disruptors From the CPA Trendlines network With Liz Farr Loren Fogelman is on a mission to help accountants and bookkeepers build businesses that “don’t suck the life out of you.” As Fogelman says, “How much can you actually give up your personal life before it's not sustainable …

1
Steve Yoss, Tech Talk: A.I. Automation Tools for Tax, Accounting and Finance Professionals 2:02

1M ago2:02

2:02

Stephen 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-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…

1
Accounting ARC: Busting the Big 4 Myth 48:33

1M ago48:33

48:33

The realities and opportunities beyond Big 4 firms. With Donny Shimamoto, Liz Mason, and Byron Patrick Center for Accounting Transformation The new episode of Accounting ARC, "Busting the Big 4 Myth," offers various perspectives on accounting careers. Hosts Donny Shimamoto, CPA, CITP, CGMA; Byron Patrick, CPA, CITP, CGMA; and Liz Mason, CPA, share …

1
Brannon Poe: Grow Your Business by Preparing to Let it Go 51:04

1M ago51:04

51:04

The less you do, the more someone will want your firm. The Disruptors From the CPA Trendlines network With Liz Farr After helping people buy and sell accounting firms for years, Brannon Poe realized he had a treasure trove of valuable information that could help firm owners who were “motivated to change their practices for the better.” He’s leverag…

1
Geni Whitehouse: Conquering Client Chaos 55:42

1M ago55:42

55:42

With Seth Fineberg for CPA Trendlines Genie Whitehouse, CPA.CITP, the "Countess of Communication" for Brotemarkle, Davis & Co., LLP (BDCo), says you must meet your clients where they are and understand their personalities to better communicate with them. Doing so, she says, will provide the ultimate value for your clients. In this episode, Whitehou…

1
Steve Yoss, Tech Talk: The Power in Microsoft Power BI for Tax, Accounting and Finance Professionals 2:40

1M ago2:40

2:40

Stephen 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-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…

1
Steve Yoss, Tech Talk: Cloud Computing for Tax, Accounting and Finance Professionals 2:47

2M ago2:47

2:47

Stephen 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-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…

1
Top Ten Strategies for Effective Management and Organizational Growth - Accounting ARC, Ep. 4 30:45

2M ago30:45

30:45

The takeaways crucial to ensuring sustainability and growth. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation When a CPA realizes his business-owner client has never paid sales tax, it can be a jaw-dropping moment. When a CPA realizes his business-owner client has never paid sales tax, it can be…

1
Quick Tech Talks with Steve Yoss: When A.I. Does the Heavy Lifting for Tax, Accounting and Finance Professionals 2:13

2M ago2:13

2:13

With Steve Yoss CPE Today Besides OpenAI, Microsoft, Google, Facebook and the others you know,there are a number of really interesting and useful niche AI applications that are popping up as well, says Steve Yoss in this Quick Tech Talk. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss These AI tools can leverage large la…

1
#6 Expecting to Win with Monte Holm 1:21:48

2M ago1:21:48

1:21:48

Today’s episode highlights a life brimming with victories. Meet Monte Holm, the inspiring author of "Expect to Win," as he shares the blueprint for success that has nothing to do with luck. Our conversation with Monte is a deep dive into the art of reverse engineering your life goals, and the significance of a winning mindset that can transform you…

1
Disruptors: Chase Birky Builds the Anti-CPA Firm 1:09:29

2M ago1:09:29

1:09:29

Don't reinvent the wheel. Join a better wheel. The Disruptors With Liz Farr In 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 pr…

1
Steve Yoss, Tech Talk: The New Regulatory Framework for Accounting and Finance Professionals 2:31

2M ago2:31

2:31

Stephen 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-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…

1
Steve Yoss, Tech Talk: The Accountant Jobs A.I. Will Replace in Tax, Accounting and Finance 2:44

2M ago2:44

2:44

Stephen 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-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…

1
Accounting ARC: Unraveling the Collapse of Silicon Valley Bank 50:18

2M ago50:18

50:18

Accounting ARC: Unraveling the Collapse of Silicon Valley Bank With Donny Shimamoto, Liz Mason, and Byron Patrick Center for Accounting Transformation In the labyrinth of financial intricacies, the collapse of a bank sends shockwaves through the economic landscape, leaving stakeholders scrambling for answers. The podcast "Accounting ARC: Unraveling…

1
Steve Yoss, Tech Talk: How to Rescue the Shrinking Tax, Accounting and Finance Profession 2:00

2M ago2:00

2:00

Stephen 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-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…

1
TRAILER: Steve Yoss, Tech Talk: This Is Steve Yoss. From cpatrendlines.com 2:43

2M ago2:43

2:43

Stephen 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-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…

1
#5 Versatility - Pursuing the Things That Make You Happy In Life with Lou Caputo 57:19

2M ago57:19

57:19

Imagine pulling back the velvet curtain on the illustrious world of broadcast sales with Lou Caputo, a charismatic former Home Shopping Network star whose stories are as dazzling as the gems he once sold. Our conversation spans Lou's 37 years on HSN, from its inception to the empire it became, complete with personal anecdotes that reveal the often-…

1
On a Mission: Introducing Accounting, Reaction, Comedy 1:01:47

3M ago1:01:47

1:01:47

On a Mission: Introducing Accounting ARC With Donny Shimamoto, Liz Mason, and Byron Patrick Center for Accounting Transformation In a universe where financial chaos threatens to overwhelm even the bravest souls, our trio of accounting change agents emerge to restore order, one ledger at a time. These stewards of integrity are uniting to serve the i…

1
#4 Ingenuity - The Ability of Figuring It Out with Omar Periu 1:01:20

3M ago1:01:20

1:01:20

Omar's tale is one of heart-pumping escapes and fresh starts, a life story that could rival any Hollywood script. His story begins with his family fleeing the Communism of Cuba and the beginning of an incredible journey towards the American Dream. His experiences, from overcoming language barriers and schoolyard bullies to the warmth of community e…

1
#3 Trendline - How Incremental Progress Leads to Big Results 1:10:28

4M ago1:10:28

1:10:28

Tim Arrington jumps in the guest seat to talk about a recent change for him regarding the 6Fs. Over the last 15 weeks, Tim has lost 34 lbs and cut 2 inches off of his belt, and he has no intention of slowing down till he hits his goals. In this episode, Jim and Tim get real about the beast that is weight management, from the myths festering in our …

1
Blumer CPAs: Move Leaders Out of Client Service 51:04

4M ago51:04

51:04

Intentionality can bring freedom and joy. The Disruptors With Liz Farr When Jason Blumer and Julie Shipp joined forces to build Blumer CPAs more than a decade ago, they eschewed the traditional partnership structure, where decision-making power depends on ownership percentage. Instead, Blumer said, “We figured out the ownership is a legal reflectio…

1
#2 Grit - Overcoming Obstacles with Tanya Christensen 1:17:56

4M ago1:17:56

1:17:56

When Tanya Christiansen walks onto a set, she carries with her a wealth of experiences that echo the resilience and positivity vital for navigating the acting world. Her journey, marked by the smiles won through rejection and the balancing act of personal values against the demands of her craft, offers an authentic peek behind the curtain of an act…

1
#1 Equilibrium - Living a Balanced Life with Dave Zillig 44:11

4M ago44:11

44:11

Ever feel bombarded by life's daily grind? We've all been there, navigating the chaos with a smile on our face while seeking that elusive balance. Today's episode is your beacon of hope, focusing on the six Fs of a fulfilling life: faith, family, friends, fitness, finance, and fun. Brace yourselves as we unravel the secrets to building a life that'…

1
Scharrell Jackson: Lead with Diversity of Thought 35:47

4M ago35:47

35:47

Transformation Talks With Donny Shimamoto Center for Accounting Transformation In the latest episode of Transformation Talks, renowned international speaker, leadership coach, and business consultant Scharrell Jackson emphasizes the pivotal role of Diversity, Equity, and Inclusion (DEI) in ensuring the sustainability of businesses across diverse in…

1
Brandon Hall: Firms Try to Make Too Much on Tax Prep 50:52

4M ago50:52

50:52

Try for a 10-15% margin. The Disruptors With Liz Farr Brandon Hall says that the reason accountants have such long and grueling busy seasons is that “firms try to make way too much money at tax prep.” Firms don’t have enough capacity to deliver on services, so everyone – including the partners – ends up working a ton of hours. 14 MORE TAKEAWAYS: Br…

1
Amber Setter: Coaching Helps Resolve the Tension Between Safety and Purpose 51:13

4M ago51:13

51:13

Safety's knowing you can pay the bills. Purpose is knowing there's something more. The Disruptors With Liz Farr Amber Setter, the chief enlightenment officer for Conscious Public Accountants, started out as a Type A overachiever CPA, but after a few busy seasons, she realized that she "didn’t want to be an accountant anymore.” Today she’s an execut…

1
James Graham: Doubling the Firm with CFO Services 59:27

8M ago59:27

59:27

Where there are unmet needs, there are opportunities. The Disruptors With Liz Farr James Graham’s firm, Richtr Financial Studio, gave up the billable hour 10 or 15 years ago, and points to that choice as something that made the biggest difference in his firm. 10 MORE TAKEAWAYS: James Graham show notes here MORE: Disruptors MORE CPA TRENDLINES PODCA…

1
Karen Reyburn: Not MORE Clients, BETTER Clients 1:04:27

9M ago1:04:27

1:04:27

Fix Your Marketing and Fix Your Business. The Disruptors With Liz Farr Karen Reyburn wants accountants to stop thinking “about marketing as this one-off thing where you tick little boxes,” but instead about how to use your marketing to connect to the human experience. 17 MORE TAKEAWAYS: Karen Reyburn show notes here MORE: Disruptors MORE CPA TRENDL…

1
Giles Pearson: Swap Experience for Education 57:03

9M ago57:03

57:03

The Disruptors With Liz Farr Getting the word out about client accounting services could help solve the staffing shortage, says Giles Pearson, CEO and co-founder of Accountests, an online knowledge-testing company that focuses on recruitment, selection and development assessments for chartered accountants, accounting graduates and candidates. EIGHT…

1
Is This When Accountants Start Taking Freshbooks Seriously? 20:04

9M ago20:04

20:04

Twyla Verhelst explains 'collaborative accounting.' With Seth Fineberg At Large for CPA Trendlines FreshBooks is taking another step to evolve from being a cloud-based invoicing solution for gig workers to being more strongly considered a true accounting solution that accountants could use to collaborate with clients as their business needs evolve.…

1
Harper & Company CPAs: You help clients build their ideal business. Why can’t you do it for yourself? 43:54

9M ago43:54

43:54

Transformation Talks With Donny Shimamoto Center for Accounting Transformation Glen Harper, CPA, says businesses should be willing to reinvent themselves and that diverse perspectives can be a valuable asset. The owner of Harper & Company CPAs should know: He's had to embrace both philosophies to become successful. MORE: Harper & Company CPAs show …

1
Jina Etienne: Practice Fearless Inclusion 1:20:23

9M ago1:20:23

1:20:23

The Disruptors With Liz Farr Jina Etienne wants accountants to stop hiding behind our green eyeshades and all the stereotypes we share as CPAs. She practices “fearless inclusion,” which is the freedom to be yourself and to create the space for others to do the same. MORE: Jina Etienne show notes here MORE: Disruptors MORE CPA TRENDLINES PODCASTS an…

1
Chris Vanover: Question the Why, or Stay with the Status Quo 49:53

9M ago49:53

49:53

The Disruptors With Liz Farr Chris Vanover is on a mission “to make accounting and auditing better.” Initially, AuditClub helped firms mainly with quality control, but over time, that grew into offering fractional support on a subscription basis to audit firms that can’t find the talent they need. MORE: Chris Vanover show notes here MORE: Disruptor…

1
Jason Deshayes: What We're Doing Isn't Working 1:08:00

10M ago1:08:00

1:08:00

The Disruptors With Liz Farr By age 35, Jason Deshayes, CPA/PFS, CFP, CKA, was already co-owner of a CPA firm in Albuquerque. He “hit the magic Shangri La that we’re all working for.” But it wasn’t right for him. He was bored with the long hours and felt he wasn’t growing. He wasn’t able to think about his firm the way he wanted to. So he and his p…

1
Heather Satterley: You've Got to Meet People Where They Are 33:27

10M ago33:27

33:27

The Disruptors With Liz Farr Heather Satterley is well-known for being an accounting tech expert. But tech isn’t the only skill accountants need today and for the future. “You can have great technology skills, but if you don't have people skills and those softer skills, that's going to be a problem,” she said. MORE: Heather Satterley show notes her…

1
Adrian Hong: Necessity Can Make You an Expert 31:16

11M ago31:16

31:16

Innovation Insights With Donny Shimamoto Adrian Hong's journey into the realm of environmental, social, and governmental (ESG) reporting has been nothing short of inspiring. As the founder of Hong Consulting, LLC, his dedication to assisting companies with ESG reporting stems from a rich tapestry of experiences, all pointing to one common thread – …

1
Bill Penczak: Stop Forcing Smart People to Do Stupid Work 1:20:23

11M ago1:20:23

1:20:23

The Disruptors With Liz Farr Too many accounting firms have “smart people doing stupid work,” according to Bill Penczak, a veteran sales and marketing professional. Think about the effort it takes to get an accounting degree and get your CPA, and contrast that with the years of mindless work that many new hires are required to do, especially if the…

1
Sandra Wiley: If you have the right culture, you'll find the right people. 48:52

11M ago48:52

48:52

The Disruptors With Liz Farr Sandra Wiley has been speaking with firm owners and leaders for nearly three decades and clearly sees the need for change in the profession. MORE: Sandra Wiley here MORE CPA TRENDLINES PODCASTS and VIDEOS: Peter Margaritis: The Power Skills Every Accountant Needs | Joe Montgomery: Find the Sweet Spot of the Right Client…

1
Which is Better: A Year of Education or A Year of Experience? Featuring David Bergstein and Steven Sacks 15:33

11M ago15:33

15:33

The 150-hour rule is facing harsh criticism in the accounting staffing crisis. With Steven Sacks The NEW Fundamentals: Thriving in Disruption There is a movement afoot by the state CPA societies to reconsider whether the fifth year of an accounting program that offers the student a Master’s in Accounting is worth the cost, not to mention the increa…

1
Getting Real: Accounting Tech Decisions You Need to Make Today 1:00:51

11M ago1:00:51

1:00:51

What to Start Doing Today to Be Fully Prepared for Next Tax Season... and Beyond. A CPA Trendlines Flash Briefing Hosted 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 to…

1
The Disruptors: Al Anderson on The New Manifesto for Audit 59:55

12M ago59:55

59:55

The Disruptors With Liz Farr CPA Trendlines Al Anderson is out to change audit as accountants know it. Auditors, he declares, are spending too much time being busy instead of being valuable. Get the free preview of his forthcoming handbook: “The New Manifesto for Accountants," Instant Download (PDF) Anderson is preaching a revolutionary framework f…

1
Scott Scarano: First, Grow People. Then Firm Growth Can Follow 1:10:16

12M ago1:10:16

1:10:16

The Disruptors with Liz Farr for CPA Trendlines When 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 in…

1
Ira Rosenbloom: With M&A, Nobody Wants a Fixer-Upper 56:38

1y ago56:38

56:38

The Disruptors With Liz Farr For CPA Trendlines Ira Rosenbloom has been working in the M&A space for accounting firms for over a decade and says it’s a complicated and exciting time in the M&A space today. “We’re seeing a lot of things that make sense, and a lot of things that are frustrating because they make sense, and a lot of things that make n…

1
Jody Padar: Build a Practice that Works for You, Not Vice-Versa. 55:00

1y ago55:00

55:00

The Disruptors With Liz Farr CPA Trendlines Jody Padar, the author of The Radical CPA, has been shaking things up in the accounting world for years. But today, firms are at a boiling point, limited by supply and demand. “You only have so many people doing the work. And what are you going to do? You can’t make the work up. It’s got to get done," Pad…

1
Peter Margaritis: Communication is key but can be harder to teach. 43:22

1y ago43:22

43:22

The Disruptors With Liz Farr for CPA Trendlines Peter Margaritis, who also calls himself The Accidental Accountant, grew up in the gregarious environment of restaurants, “where everybody communicated, not well, sometimes, but they communicated.” So it was a shock when he went to work at Price Waterhouse, and he “felt that all the air got sucked out…

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