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Exclusive information. Extraordinary insight. CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and dec ...
 
It's Not Even Past: A History of the Distant Present is a history podcast looking at the world we currently live in, built in the mode of Dan Carlin’s Hardcore History, but without the extended run time. The news today is troubling, and though much of it seems to come out of nowhere, there is actually a mostly logical course that has carried us to the headlines of today. Evan Tucker knows the story behind the headlines and wants to help you understand that many of these stories have been a l ...
 
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show series
 
With Richard Rothstein In 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 commun…
 
With Steven Sacks The NEW Fundamentals The main problem with the annual budget process as a fiscal exercise done by the accountants is that it is disconnected from the executive team strategy. Corporate finance expert Gary Cokins says that allows too much room for bad habits, such as the use-it-or-lose-it mindset of allocated resources, as well as …
 
How to overcome the mind-blocks holding you back from total success. With Steven Sacks, author of "The NEW Fundamentals: Thriving in Disruption" Professionals need to use a blend of psychology and strategy to guide them with both mental fitness and tactics to produce career breakthroughs, executive coach Nancy Fox tells Steven Sacks. In business, t…
 
Profitability Analysis & Reporting Management 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 prob…
 
With cyber-crime growing by leaps and bounds, accountants are caught in the cross-hairs, cyber-security professional Jill Cagliostro tells Steven Sacks for CPA Trendlines. Cagliostro, senior product manager with Splunk, a data management and security company, says “cybercriminals are getting more advanced. They’re finding new avenues and new ways t…
 
With 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 b…
 
With Steven Sacks To be more competitive, CPAs need to shift their focus from compliance service to process-oriented, value-added work, veteran CPA David Bergstein tells CPA Trendlines. This means working with clients to understand their business operations, competition, and financial challenges, such as liquidity, solvency, and profitability. The …
 
Staffing, Recruiting and Retention for the COVID Age. With Richard Rothstein Click here for more by Richard Rothstein Steven Braunstein, managing partner of Snyder Cohn in North Bethesda, Md., talks about the impact of COVID on staff recruiting and retention -- including virtual "Lunch with Steve" sessions. Braunstein describes the culture at the 1…
 
CPAs and finance leaders have to start asking some really painful questions like, according to Gary Cokins, an internationally recognized expert in performance management, in this interview with Steven Sacks for CPA Trendlines. Questions like: • Do we know where we make or lose money, reasonably accurately? • Do our managers understand the strategy…
 
Richard Rothstein and Frank Stitely discuss How COVID Changes Recruiting, for CPA Trendlines. In this video, Richard Rothstein (Founder of Rothstein Consulting, CMO of Clarity Practice Management) interviews Frank Stitely (Managing Partner of Stitely & Karstetter, CEO of Clarity Practice Management) about how Frank’s firm has handled recruiting acc…
 
With Matt Solomon for CPA Trendlines Bill 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 tre…
 
Steve Sacks interviews Jack Shaw about the 101 of Blockchain for Business for CPA Trendlines. The Blockchain Basics for Business podcast discusses the elements of the technology, its early beginnings, the industries impacted, and the practical business applications. It is part one of a two-part series. The second part will cover the applicability o…
 
David Bergstein, CPA, CITP, CGMA, is a leader in tax and accounting technology issues, and a sought-after speaker, writer, and practitioner. David has been in the accounting industry for many years and has been a practicing accountant since 1966. While at the IRS he held various positions, including agent, trainer, speaker and technical chief. He r…
 
COVID-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:…
 
Steven Sacks, author of The NEW Fundamentals, interviews David Bergstein, who says a perfect storm of emerging technologies, a competitive shakeout in accounting, and COVID-fueled change is creating a new range of challenges for accounting firms. The good news is: There are more opportunities than challenges. But You need to move fast. The window o…
 
We hereby present the next episode of "It's Not Even Past: A History of the Distant Present" by Evan Tucker. This continues a series of shorter episodes where Evan reviews and revisits various life moments, films, books, and musical performances. This episode Evan discusses his own issues with his memory and cognition.Today's podcast is brought to …
 
We hereby present the next episode of "It's Not Even Past: A History of the Distant Present" by Evan Tucker. This continues a series of shorter episodes where Evan reviews and revisits various life moments, films, books, and musical performances. This episode Evan reflects on how we read books and whether we ever will again.Today's podcast is broug…
 
Creating Customized Client Experiences in the Covid Age, with Eileen Kennedy [in only 30-minutes] Eileen J. Kennedy, CEO of The Kennedy Factor, demonstrates how to create a consistent, exceptional, customized, and memorable client experience in the Age of the Coronavirus. You can thrive for years to come – if you take the Covid Crisis as a call to …
 
And you only have one chance to get it right. Rick Telberg: Hi, I'm here today with Steve Nelson, CPA of Nelson CPA, managing member. You probably know him best because he's sold five million or more copies of QuickBooks For Dummies. Steve, thanks for joining us today. Steve Nelson: Thanks, Rick. Rick Telberg: The first question is, let's talk abou…
 
With Steven Sacks The NEW Fundamentals Armed with the latest technologies, accountants can do more than ever – faster, better, and cheaper. But too many accountants are missing the biggest opportunity that technology creates, according to Judy Trepeck, long a leading figure in the profession. In her conversation with Steven Sacks, Trepeck, currentl…
 
CPA firms are ill-prepared for the new era of virtual, work-from-home partners and staff, according to Bill Reeb, a leading CPA firm practice consultant, in this conversation with CPA Trendlines contributor Steven Sacks. Management at all levels will need to adapt, Reeb says, requiring new processes and procedures. But more than anything, it requir…
 
Tax season turns into 'advisory season,' and a whole new niche is born. By CPA Trendlines Research Gabrielle 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 w…
 
We hereby present the next episode of "It's Not Even Past: A History of the Distant Present" by Evan Tucker. This continues a series of shorter episodes where Evan reviews and revisits various films, books, and musical performances. This episode Evan looks at the big books that are hallmarks of our culture.Today's podcast is brought to you by Audib…
 
We hereby present the next episode of "It's Not Even Past: A History of the Distant Present" by Evan Tucker. This continues a series of shorter episodes where Evan reviews and revisits various films, books, and musical performances. This episode is the next in his review of three critics that have recently died, continuing on Harold Bloom.Today's p…
 
We hereby present the next episode of "It's Not Even Past: A History of the Distant Present" by Evan Tucker. This continues a series of shorter episodes where Evan reviews and revisits various films, books, and musical performances. This episode is the next in his review of three critics that have recently died, starting with Harold Bloom.Today's p…
 
We hereby present the next episode of "It's Not Even Past: A History of the Distant Present" by Evan Tucker. This continues a series of shorter episodes where Evan reviews and revisits various films, books, and musical performances. This episode is another music episode, specifically looking at the role of the conductor.Today's podcast is brought t…
 
We hereby present the next episode of "It's Not Even Past: A History of the Distant Present" by Evan Tucker. This continues a series of shorter episodes where Evan reviews and revisits various films, books, and musical performances. This episode reviews Bojack Horseman in light of its final season and comparisons to other shows that push the limits…
 
We hereby present the next episode of "It's Not Even Past: A History of the Distant Present" by Evan Tucker. This continues a series of shorter episodes where Evan reviews and revisits various films, books, and musical performances. This episode begins a discussion of critics after the recent deaths of Clive James, John Simon, and Harold Bloom.Toda…
 
We hereby present the next episode of "It's Not Even Past: A History of the Distant Present" by Evan Tucker. This continues a series of shorter episodes where Evan reviews and revisits various films, books, and musical performances. This episode discusses Russian leader Josef Stalin and the concept of what makes a dictator.Today's podcast is brough…
 
We hereby present the next episode of "It's Not Even Past: A History of the Distant Present" by Evan Tucker. This continues a series of shorter episodes where Evan reviews and revisits various films, books, and musical performances. This episode is the final of a four-part analysis of cinema tipped off by comments by Director Martin Scorsese and in…
 
We hereby present the next episode of "It's Not Even Past: A History of the Distant Present" by Evan Tucker. This continues a series of shorter episodes where Evan reviews and revisits various films, books, and musical performances. This episode is the third of a four-part analysis of cinema tipped off by comments by Director Martin Scorsese and in…
 
We hereby present the next episode of "It's Not Even Past: A History of the Distant Present" by Evan Tucker. This continues a series of shorter episodes where Evan reviews and revisits various films, books, and musical performances. This episode is the second of a four-part analysis of cinema tipped off by comments by Director Martin Scorsese and i…
 
We hereby present the next episode of "It's Not Even Past: A History of the Distant Present" by Evan Tucker. This continues a series of shorter episodes where Evan reviews and revisits various films, books, and musical performances. This episode is the first a four-part analysis of cinema tipped off by comments by Director Martin Scorsese and invol…
 
We hereby present the next episode of "It's Not Even Past: A History of the Distant Present" by Evan Tucker. This continues a series of shorter episodes where Evan reviews and revisits various films, books, and musical performances. In our first musical episode, Evan looks back at Verdi’s cherished opera Aida.Today's podcast is brought to you by Au…
 
We hereby present the next episode of "It's Not Even Past: A History of the Distant Present" by Evan Tucker. This continues a series of shorter episodes where Evan reviews and revisits various films, books, and musical performances. This episode looks back at Director Guillermo Del Toro’s 2006 film Pan’s Labyrinth. Today's podcast is brought to you…
 
We hereby present the next episode of "It's Not Even Past: A History of the Distant Present" by Evan Tucker. This begins a series of shorter episodes where Evan reviews and revisits various films, books, and musical performances. This episode looks back at the anniversary of the mass shooting at the Tree of Life Synagogue in Pittsburgh, PA. Today's…
 
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