Best CPA Trendlines Podcasts (2024)

1
Ed Warren: Have Difficult Conversations to Grow Your Business | Accounting Influencers 29:24

1h ago29:24

29:24

Prune your existing portfolio to create a revenue pipeline. Accounting Influencers with Rob Brown Ed Warren, a veteran sales executive in the accounting industry, shares expert insights on growing accounting firms through client advisory services and leveraging technology to stay ahead of the competition in this episode of the Accounting Influencer…

1
Rory Henry: Create the Return on Relationship | The Disruptors 55:01

3h ago55:01

55:01

Be a client-centric human in a world of AI and technology. The Disruptors With Liz Farr Several years ago, Rory Henry asked himself, “Why don’t financial advisors and CPAs work together?” It boggled his mind because both work with the client’s finances but are not always in sync. “We’re advising them on their businesses, and then the wealth advisor…

1
Lucas LaChance: Revenue Generation through Digital Marketing | Capstone Conversations 38:33

5h ago38:33

38:33

With Jean Caragher For CPA Trendlines Lucas LaChance brings an auditor’s eye to marketing as the partner in charge of practice growth at Dallas-based Lane Gorman Trubitt, where he drives digital strategies that have fueled 143 percent revenue gains. More Capstone Conversations here | Follow Jean Caragher on CPA Trendlines here. | Get her best-selli…

1
Reinventing Accounting: A Lawyer’s Perspective on Industry Disruption | Accounting ARC 28:16

3h ago28:16

28:16

How nontraditional professionals leverage their skills to bring innovation and growth to the accounting profession. Accounting ARC With Donny Shimamoto Center for Accounting Transformation The accounting profession is experiencing a wave of disruption, and nontraditional professionals are leading the charge. In a recent episode of Accounting ARC, h…

1
Kate Johnson: How Accountants Can Grow with Video | Accounting Influencers 27:30

6d ago27:30

27:30

Diversify your revenue streams with video and build a virtual accounting career. Accounting Influencers with Rob Brown Kate Josephine Johnson owns Heritage Business Services, LLC, a virtual bookkeeping firm serving small businesses across the United States. She is also the Chief Hustler at Bookkeeping Side Hustle, where she helps other accounting p…

1
Carla McCall: Find Your Authentic Leadership Style | Gear Up For Growth 33:59

4d ago33:59

33:59

"Just having a title or a position doesn’t make you a leader. You have to earn the trust and respect of the team that you're leading." Gear Up for Growth With Jean Caragher For CPA Trendlines In the latest episode of Gear Up for Growth, Carla McCall, managing partner of AAF CPAs and chair of the AICPA, shares valuable insights into leadership trans…

1
Mitch Reno: Client Experience Advantage Goes to Small Firms | Gear Up For Growth 30:50

6d ago30:50

30:50

"We have to...build something so special that people don't want an alternative." Gear Up for Growth. With Jean Caragher. For CPA Trendlines. For CPA firms to stand out, they must deliver an exceptional client experience—so unique that clients won’t want an alternative, Mitch Reno, director of client experience at Rehmann, tells Jean Caragher in thi…

1
Revolutionizing Ethics Education in Accounting: Expanding Beyond the Basics | Accounting ARC 41:17

4h ago41:17

41:17

“The difficulty isn’t identifying the ethical decision; it’s making the right choice with difficult implications." Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Accounting ethics training needs a major reboot, according to the latest episode of Accounting ARC. While traditional ethics trainin…

1
Mike Maksymiw: Be the Leader You Wish You Had | The Disruptors 1:08:02

9d ago1:08:02

1:08:02

If no one’s complaining that your fees are too high, your fees are too low. The Disruptors. With Liz Farr. Mike Maksymiw, the leader of Aprio Firm Alliance, hates charge hours as a primary performance metric. He even left a firm where he was a partner because of a dispute over charge hours. Although he exceeded his revenue goals by a healthy margin…

1
Alex Drost: Firms Must Be Scrappy to Compete with PE-Backed Competitors | Gear Up For Growth 41:33

3d ago41:33

41:33

As private equity gains momentum in the accounting industry, firms face a decision: embrace external investment or double down on independence. Gear Up for Growth With Jean Caragher For CPA Trendlines In a recent episode of the Gear Up for Growth podcast, Alex Drost, managing principal of Connection Builders, discusses the growing interest of priva…

1
Donny Shimamoto: Defining Accounting Transformation | Accounting Influencers 17:34

3d ago17:34

17:34

Accounting Influencers with Rob Brown Rob Brown and Donny Shimamoto discuss reform, transformation, and change in the accounting profession at individual accountant and CPA plus practice levels. More Accounting Influencers with Rob Brown here In 2001, Donny founded IntrapriseTechknowlogies LLC, a specialized CPA firm dedicated to helping small busi…

1
Bailey Lenart: From Ledger Sheets to Transformational Change | Accounting ARC 40:35

7d ago40:35

40:35

Accountants must adapt to new value measures to remain relevant in a rapidly changing world. Accounting ARC With Donny Shimamoto Center for Accounting Transformation Join host Donny Shimamoto as he chats with Bailey Lenart, founder of World Changing Business and Collective Flow. Bailey shares her journey from traditional accountant to ESG advocate,…

1
Terrell Turner: Build a Solid Business Showing Up as Yourself | The Disruptors 1:19:35

8d ago1:19:35

1:19:35

Your clients may need a lot of empathy and not just tactical advice. Plus 13 key takeaways. The Disruptors With Liz Farr Terrell Turner started his “journey of doing things differently” on April 1, 2020, in the midst of the pandemic. While “2020 was the reset button for everyone,” that reset offered Turner a tremendous opportunity to create a new k…

1
Kristen Lewis: The Biggest Challenge Marketing Accounting Firms | Capstone Conversations (Jean Caragher) 26:31

10d ago26:31

26:31

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 a…

1
Tim Brackney: Don't Blame Private Equity. Blame the Accountants | Accounting Influencers 31:55

17d ago31:55

31:55

The profession's problems are the profession's own fault. Accounting Influencers with Rob Brown Tim Brackney, CEO of a private equity-backed CPA and advisory firm, is challenging the widespread notion that private equity harms the accounting industry. Full show notes here | More Accounting Influencers with Rob Brown here "Private equity is not kill…

1
Sarah Cirelli: Launching the 'SWAT' Plan at Grassi CPAs | Capstone Conversations 31:14

15d ago31:14

31:14

Capstone Conversations Informal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms. With Jean Caragher For CPA Trendlines When 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 no…

1
Richard Kopelman: Aprio's Plans for Global Conquest | Accounting Influencers | Part 2 of 2 13:25

21d ago13:25

13:25

From $70 milliion to $450 million: The power of positivity, strategic planning, and going international. Accounting Influencers with Rob Brown Richard Kopelman, CEO and managing partner of PE-owned Aprio, shares his philosophy of staying positive and never giving up, the importance of having a well-written strategic plan, and his vision of truly gl…

1
Richard Kopelman: Inside Aprio's Bold Makeover | Accounting Influencers | Part 1 of 2 19:14

21d ago19:14

19:14

Lessons from dozens of strategic mergers & acquisitions. Accounting Influencers with Rob Brown Richard Kopelman, CEO and managing partner of PE-owned Aprio, reveals the firm's dramatic transformation and rebranding into a global business advisory and accounting firm. See Part 2: Richard Kopelman: Aprio’s Plans for Global Conquest | More Accounting …

1
Katie Thomas: How to Recruit the Best, Organically | Gear Up For Growth 34:11

21d ago34:11

34:11

Leveraging 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 or…

1
Election Politics: What CPAs Need to Know about Tax Policies | Accounting ARC 35:13

24d ago35:13

35:13

How will proposed tax reforms impact businesses and tax professionals in the 2024 election cycle? Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation The 2024 election is poised to bring significant changes to tax policy, and the accounting profession is bracing for the potential impact. SHOW NOTES…

1
The New Value Pricing Paradigm with David Yeghiaian and Michelle River | Gear Up For Growth 49:37

28d ago49:37

49:37

A 1,200 percent gain in billing. Gear Up for Growth With Jean Caragher For CPA Trendlines Accountants struggle with moving from the traditional billable hour model because they have concerns about accurately estimating costs, managing expectations, and measuring work in progress. This change requires a shift in mindset and firm-wide accountability,…

1
How CSR Drives Consumer Behavior with Jeff Joireman | Know-How Korner 35:03

30d ago35:03

35:03

Beyond its ethical implications, CSR can bring tangible financial gains. Know-How Korner With Donny Shimamoto Center for Accounting Transformation In this episode of Know-How Korner, we interview Jeff Joireman, a professor of marketing at Washington State University, about his groundbreaking research on corporate social responsibility. COMPLETE SHO…

1
Kelly Mann: Be the Bull in the China Shop | The Disruptors 55:55

1M ago55:55

55:55

Stop following SALY. Think about what you are trying to accomplish. Plus 17 key takeaways. The Disruptors With Liz Farr Kelly Mann wants firms to stop relying on SALY – same as last year – for everything: “Everything is same as last year, the way we give bonuses to people, the way we split partner compensation, the way we monitor hours, the way we …

1
Korby Boswell: Three Pieces of Advice for CPA Firm Managing Partners | Capstone Conversations 32:58

1M ago32:58

32:58

Capstone Conversations With Jean Caragher For CPA Trendlines According 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 Carag…

1
Kristin Murray & Jennifer Wilson: Best People Practices for Smail Firms | Gear Up For Growth 33:34

1M ago33:34

33:34

Balancing 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…

1
Leadership for the Future: Stakeholders, Sustainability, and Strategic Vision | Accounting ARC 30:51

2M ago30:51

30:51

Leadership beyond control means empowering others to succeed and, of course, eating last. Accounting ARC With Byron Patrick and Donny Shimamoto Center for Accounting Transformation This episode of Accounting ARC offers a candid discussion on leadership with Byron Patrick, CEO and founder of VERIFYiQ, and vice president of Client Success at The B3 M…

1
Alicia Katz Pollock: Create a Human-Centric Business | The Disruptors 59:07

1M ago59:07

59:07

The Disruptors With Liz Farr Alicia Katz Pollock proves that you don’t need an accounting degree or formal bookkeeping training to be a hugely helpful resource for the QuickBooks community. SHOW NOTES here | MORE PODCASTS and VIDEOS: Nancy McClelland: Be the One Your Clients Ask First |Alan Whitman: Stop Accepting the Status Quo | Sean Duncan: Disc…

1
Joe Kovacs: Why the Digital Brand Experience is Essential | Capstone Conversations 38:40

1M ago38:40

38:40

Capstone Conversations By Jean Caragher For CPA Trendlines The 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 Conversa…

1
Mike Sylvester, Ryan Pulice: The Joys of Firing Bad Clients | Gear Up For Growth 37:25

1M ago37:25

37:25

Gear Up for Growth With Jean Caragher For CPA Trendlines Demand 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 Gea…

1
BYU Students Launch TechHub Accounting Ed Platform | Know How Korner 32:20

1M ago32:20

32:20

Know How Korner With Donny Shimamoto. Center for Accounting Transformation In a world where technology evolves at lightning speed, staying ahead of the curve is crucial for professionals in any field, especially accounting. Recognizing this need, a group of ambitious students from Brigham Young University has created TechHub.training — a free onlin…

1
Nancy McClelland: Be the One Your Clients Ask First | The Disruptors 1:32:09

2M ago1:32:09

1:32:09

Rely on your professional network for answers you don't know. The Disruptors With Liz Farr Nancy McClelland never intended to start a firm, but after leaving a toxic work environment, she took on a few part-time gigs. Because she’d never worked at a CPA firm, she built her firm “the way it made sense” without bumping up against the traditions of “T…

1
Carrie Steffen: The Two New Superpowers Leaders in Accounting Didn't Know They Needed | Capstone Conversations 34:47

2M ago34:47

34:47

Plus: 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 T…

1
Brenda Sleeper: The Journey to the Hall of Fame | Capstone Conversations 28:02

2M ago28:02

28:02

Capstone Conversations Informal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms. With Jean Caragher For CPA Trendlines Brenda 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 …

1
How to Future-Proof the Accounting Profession | Accounting Influencers 54:54

2M ago54:54

54:54

Accounting Influencers with Rob Brown Is the accounting profession facing an identity crisis? Can it adapt to meet the demands of a rapidly changing business landscape? Rob Brown brings together a panel of industry experts to discuss the future of accounting. Jeff Phillips, Maureen Dillmore, Samantha Louis, and Sandra Wiley share their perspectives…

1
Tom Hood: When Your Mindset Is Your Biggest Problem | Gear Up for Growth 34:10

2M ago34:10

34:10

Gear Up for Growth With Jean Caragher Capstone Marketing Investing 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 C…

1
In-Person Conferences Still Crucial for Accounting Professionals | ARC 26:36

2M ago26:36

26:36

Despite the rise of virtual events, live conferences remain essential for career growth and relationship-building in the accounting industry. Accounting ARC With Liz Mason, Byron Patrick and Donny Shimamoto Center for Accounting Transformation Join Donny Shimamoto, Liz Mason, and Byron Patrick as they dive into the importance of attending in-person…

1
Alan Whitman: Stop Accepting the Status Quo | The Disruptors 57:31

2M ago57:31

57:31

The firms that shift from billable hours to value outcomes will win. The Disruptors With Liz Farr Alan Whitman wants to break the mold of public accounting. He wants to put an end to the billable hour and the siloed practices that characterize the way many firms have operated for decades. As Whitman says, “we’re here to serve clients, we’re here to…

1
Bethany Silvis: Success begins with Trust | Capstone Conversations 19:09

2M ago19:09

19:09

Capstone Conversations With Jean Caragher What fun it is speaking with Bethany Silvis, marketing supervisor for Kerkering, Barberio & Co., who was named the Association for Accounting Marketing Rookie of the Year. Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Catch Jean…

1
Joey Havens: The Role Culture Plays in Firm Growth | Gear Up for Growth 29:23

2M ago29:23

29:23

Gear Up for Growth With Jean Caragher Capstone Marketing “It's probably impossible to have exponential growth without a strong culture,” says Joey Havens, author of the Amazon bestseller, "Leading with Significance: How to Create a Magnetic People-First Culture," appearing on Gear Up for Growth, hosted by Jean Caragher, president, Capstone Marketin…

1
Art Werner: Post-Mortem Estate Planning | Quick Tax Tip 1:28

2M ago1:28

1:28

Quick Tax Tip With Art Werner CPE Today Arthur Joseph Werner, JD, MS (Taxation), is the president and founder of the professional education firm Werner-Rocca Seminars Ltd. Werner’s lecture topic specialties include business, tax, financial and estate planning for high-net-worth individuals.

1
Steve Yoss: An Accountant's Detailed Guide on Databases, Integration, and Data Sharing | Quick Tech Talk 1:49

2M ago1:49

1:49

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
Non-Accountants in Accounting: A Game-Changer for the Profession | ARC 25:47

2M ago25:47

25:47

Accounting ARC With Liz Mason, Byron Patrick and Donny Shimamoto Center for Accounting Transformation In this episode of Accounting ARC, Donny Shimamoto, Byron Patrick, and Liz Mason dive into the often overlooked but crucial role of non-accountants in the accounting industry. Discover how non-accountants contribute to the evolution of accounting f…

1
Sean Duncan: Discover Your Own Genius | The Disruptors 1:16:32

2M ago1:16:32

1:16:32

There aren’t enough of us to help everyone who needs our help. The Disruptors With Liz Farr What would work look like if it reflected your passions? “Imagine,” says Sean Duncan, CPA, “if you worked with the people that you loved working with, talking about the things that you love talking about, and you made a living and helped them?” As Duncan say…

1
Mark Koziel: Transforming the CPA Firm Business Model | Gear Up for Growth 39:10

2M ago39:10

39:10

Gear Up for Growth With Jean Caragher Capstone Marketing In this Gear Up for Growth episode, Mark Koziel, president and CEO of Allinial Global, tells Jean Caragher that CPA firms must move toward a corporate business model, or they could fail to grow or worse. More CPA Trendlines podcasts here | More Jean Caragher here “Every partner that's nearer …

1
Rubik Yeriazarian: Small Firms, Big Opportunities in Forensics | Accounting ARC 27:45

2M ago27:45

27:45

Accounting ARC With Donny Shimamoto Center for Accounting Transformation For many accounting professionals, the Big Four firms represent the pinnacle of success—a destination for those with high aspirations. But for Rubik Yeriazarian, CPA, CFE, CFF, they were just the beginning. Specializing in forensic accounting, Yeriazarian knew from his college…

1
Allison Schlegelmilch: Leadership Lessons from Firm Mergers | Capstone Conversations 30:55

3M ago30:55

30:55

Capstone Conversations Informal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms. By Jean Caragher For CPA Trendlines I 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. Follo…

1
Allan Koltin: How Small Firms Battle PE-Powered Competitors | Gear Up for Growth 38:43

3M ago38:43

38:43

Gear Up for Growth With Jean Caragher For 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 o…

1
Art Werner: Estate Planning For Non-Traditional Clients | Quick Tax Tip 1:37

3M ago1:37

1:37

Quick Tax Tip With Art Werner CPE Today Arthur Joseph Werner, JD, MS (Taxation), is the president and founder of the professional education firm Werner-Rocca Seminars Ltd. Werner’s lecture topic specialties include business, tax, financial and estate planning for high-net-worth individuals.

1
Steve Yoss: Charting, Graphing, and Mapping Data Made Easy | Quick Tech Talk 1:49

3M ago1:49

1:49

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
Ingrid Edstrom: True Wealth is Not Financial | The Disruptors 53:34

3M ago53:34

53:34

Work-life balance means integrating work and life so that the work we choose to do expresses who we want to be in the world. The Disruptors With Liz Farr Ingrid Edstrom wants accounting to be not just a more sustainable profession but one that’s regenerative. “This idea of sustainability is really operating from the idea that things can continue to…

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