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We Have The Receipts

1
Battle Camp: Final 5 Episodes with Dana Moon + Interview with the Winner! 1:03:29

4 päivää sitten1:03:29

Toista Myöhemmin

Listat

Tykkää

Tykätty

1:03:29

Finally, we find out who is unbeatable, unhateable, and unbreakable in the final five episodes of Battle Camp Season One. Host Chris Burns is joined by the multi-talented comedian Dana Moon to relive the cockroach mac & cheese, Trey’s drag debut, and the final wheel spin. The Season One Winner joins Chris to debrief on strategy and dish on game play. Leave us a voice message at www.speakpipe.com/WeHaveTheReceipts Text us at (929) 487-3621 DM Chris @FatCarrieBradshaw on Instagram Follow We Have The Receipts wherever you listen, so you never miss an episode. Listen to more from Netflix Podcasts.…

CPA Trendlines Podcasts

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Exclusive information. Extraordinary insight.
See all podcast episodes here: https://cpatrendlines.com/category/podcast/
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 decision support.
You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed.
Facts. Figures. Insights. Implications.

Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends.
We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities.
We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives.
Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour.

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CPA Trendlines Podcasts

updated 13 tuntia sitten

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Sarjan koti•Feed

363 jaksoa

#Business News #News #CPA Trendlines #Finance #CPA #Accounting #Enrollment #Agent

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CPA Trendlines Podcasts

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CPA Trendlines - The Center for Accounting Transformation - Accounting ARC_Ep 18 - The Importance of Manners 34:20

13 hours sitten34:20

34:20

“Leaders should model respect, not just expect it.” Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation In the age of digital disruption and hybrid work, professional etiquette often feels like an afterthought. But in the latest episode of Accounting ARC, hosts Liz Mason, CPA; Donny Shimamoto, CPA.CITP, CGMA; and Byron Patrick, CPA.CITP, CGMA, argue the opposite: manners are more relevant—and strategic—than ever. MORE Accounting ARC: Resilience, Real Talk, and the Road to Mental Wellness | Blockchain Could Still Reshape Accounting | What Gen Z Wants from Business | Firm Differentiation Depends Upon Client Service | Ron Baker: Surviving Tariff Turmoil | Are We Ready for the Hidden Risks of AI in Accounting? | The Research Imperative: Why Data Drives Accounting Success | How Coaching Can Unlock Professional Success | Demystifying Accounting Governance | Top 10 Red Flags to Watch for in Accounting Offices | Jeremy Dubow: Private Equity as a Catalyst for Growth “Manners make a difference,” says Patrick, CEO of VERIFYiQ and co-founder of TB Academy. “They impact hiring, client service, team dynamics—everything.”…

CPA Trendlines Podcasts

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Crypto Caution: Be Wary of Digital Assets | Quick Tax Tip 3:59

1 day sitten3:59

3:59

Treat cryptocurrencies like the next dot-com bubble. Quick Tax Tip With Art Werner CPE Today As cryptocurrencies continue to infiltrate everyday investment portfolios and client conversations, seasoned tax educator and CPA Art Werner offers a stark warning to practitioners: “Crypto concerns me—and I think it should concern accountants.” Click here for more Art Werner In a recent episode of Quick Tax Tips with Art Werner , the well-respected tax advisor and educator peels back the hype to expose the risks tax professionals and their clients face when navigating the unpredictable world of digital currency. With over 20,000 cryptocurrencies in existence globally and little regulation governing many of them, Werner believes the speculative nature of crypto investments resembles past financial manias—with potentially devastating consequences.…

CPA Trendlines Podcasts

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Donny Shimamoto: Reimagining Diversity and Belonging in the Accounting Profession | MOVE Like This 38:54

1 day sitten38:54

38:54

“The real question isn’t whether a firm is diverse enough. It's whether the people in that firm feel like they truly belong there.” MOVE Like This With Bonnie Buol Ruszcyk For CPA Trendlines In this episode of MOVE Like This, host Bonnie Buol Ruszczyk and guest Donny Shimamoto, CPA.CITP, CGMA, explore the complex landscape of diversity, equity, and inclusion (DEI) in the accounting profession, specifically in the current political climate. Shimamoto, founder and managing director of IntrapriseTechKnowlogies LLC and founder and inspiration architect for the Center for Accounting Transformation, shares insights into the challenges faced by underrepresented professionals, drawing from his personal experiences as an Asian male in leadership roles. They discuss the persistent barriers that prevent women and people of color from advancing to top leadership positions despite making up a significant portion of accounting graduates. More MOVE The discussion delves into the current political climate surrounding DEI efforts, acknowledging the pushback and misconceptions about diversity initiatives. Shimamoto emphasizes that these efforts are not about quotas or tokenism but about creating genuine opportunities and a sense of belonging for all professionals. The conversation highlights the importance of moving beyond mere inclusion to fostering an environment where every team member feels they truly belong and can contribute meaningfully.…

CPA Trendlines Podcasts

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Jean Zick: Happy Team Members Lead to Happy Clients | The Disruptors 48:38

3 päivää sitten48:38

48:38

Flexible schedules, remote culture, and ‘durable skills’ are reshaping the accounting profession. The Disruptors With Liz Farr The traditional accounting firm model is under pressure—and The Disruptors podcast is highlighting the pioneers who are rewriting the rules. In this episode, host Liz Farr talks with Jean Zick, CEO and co-founder of Juna Financial, about how she’s building a different kind of accounting firm: remote, people-first, and future-ready. MORE PODCASTS and VIDEOS: Breslin & Greathead: Be a Client Advocate | Dominic Piscopo: Clear Pay=Bargaining Power | Debbie Kilsheimer: Stop Thinking Small | Dave Kersting: Collaborate with Co-Firming | Ashley Francis: AI's a Partner, Not a Replacement | Richard Roppa-Roberts: Collaboration Over Competition | Ira Rosenbloom: M&A Numbers Are Easy - Culture Fit Is Hard | Roman Villard: Ditch the Suit & Shine | Monique Swansen: Align Firm Values with Services | Tina McGill: How to Create Lasting Client Impact | Stefan van Duyvendijk: Develop Operational Mindset | Steve Evans: Why Traditional Hiring Methods Fail | Roger Knecht: Can You Be an Accountrepreneur? “We wanted to create a company we would have wanted to work for earlier in our careers,” says Zick, who launched Juna in 2016 to fill what she saw as a gap in the market: companies paying CFO-level fees for basic bookkeeping tasks. “Every company deserves great accounting, no matter their size.”…

CPA Trendlines Podcasts

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David Podell: Use Strategic Retirement Planning to Build Net Worth | The Concierge CPA 43:24

4 päivää sitten43:24

43:24

"If you're not putting your clients into retirement plans, you're missing one of the biggest value-adds in tax advisory." The Concierge CPA With Jackie Meyer For CPA Trendlines In 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 Meyer Kicking off with sharp-witted tax news, Meyer touches on IRS free file expansions, refund reductions, and the hiring of thousands of new auditors—before jumping into a topic that directly connects tax strategy to future financial health: retirement planning. Podell, with more than two decades of experience designing retirement plans, returns to emphasize a crucial point: "If you're not putting your clients into retirement plans, you're missing one of the biggest value-adds in tax advisory."…

CPA Trendlines Podcasts

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The Profession’s Future Amid Talent Gaps, Tech Disruption, and Evolving Business Models | Accounting Influencers 1:01:04

6 päivää sitten1:01:04

1:01:04

Global accounting leaders call for mindset shifts, better storytelling, and a redefined brand. Accounting Influencers with Rob Brown In this edition of Accounting Influencers, four of the profession’s most prominent voices gather for a candid discussion on the challenges and opportunities facing the accounting world. From evolving business models to deep talent shortages, the conversation explores how firms must adapt—or risk irrelevance. The panel includes Randy Johnston, co-founder of K2 Enterprises and a long-time tech strategist for CPAs; Trevor Greenway, CEO of Interval, a software firm helping accountants uncover real-time advisory opportunities; Harry Blum, managing partner at RSM Canada; and Jennifer O’Carroll, CEO of ERP vendor HansaWorld and former tax advisor. More Rob Brown “The knowledge is there,” says Greenway. “The question is—do firms have the people and bandwidth to act on it?” He warns that while accountants understand the changes required—like the shift to advisory services and the adoption of AI—the labor shortage is the primary obstacle. Blum agrees, calling today’s environment “an experiment in change management,” where firms have never had more opportunity but also never faced more complexity. “The mindset shift needed to transform is the biggest challenge,” he says.…

CPA Trendlines Podcasts

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Matt Criss: Forget the Grind; Grow Intentionally | Gear Up For Growth 31:56

7 päivää sitten31:56

31:56

Stop drifting and start leading. Gear Up for Growth With Jean Caragher For CPA Trendlines In a high-stress profession like accounting, intentional growth isn’t just helpful—it’s necessary. In this episode of Gear Up For Growth , business coach and author Matt Criss joins host Jean Caragher to share how accountants can build resilience, reflection, and renewed purpose by growing with intention. Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's competitive landscape. More Gear Up for Growth here | More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More CPA Trendlines videos and podcasts here As the author of Conscious Growth , Moss Adams executive Criss brings decades of insight and a refreshing perspective: that growth shouldn’t be accidental. In this inspiring conversation, Criss dives deep into the principles behind his book and shares how CPAs and firm leaders can grow consciously—not just to advance their careers but to lead more fulfilling lives.…

CPA Trendlines Podcasts

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Resilience, Real Talk, and the Road to Mental Wellness | ARC 48:21

8 päivää sitten48:21

48:21

From mindful walking to redefining worth, this conversation reveals what it really takes to thrive. Accounting ARC With Arpan Grewal Center for Accounting Transformation In the latest Student-Led Conversations episode of Accounting ARC, high school business student Arpan Grewal steps in as guest host for a raw, reflective episode centered on mental health and resilience. In conversation with Jina Etienne, CPA, CGMA, CDE, CEO of Etienne Consulting; Rafael Casas, senior consultant with Workday; and Kiera Speed, inspiration logistician for the Center for Accounting Transformation, the episode marks a powerful contribution to Mental Health Awareness Month. MORE Accounting ARC: Blockchain Could Still Reshape Accounting | What Gen Z Wants from Business | Firm Differentiation Depends Upon Client Service | Ron Baker: Surviving Tariff Turmoil | Are We Ready for the Hidden Risks of AI in Accounting? | The Research Imperative: Why Data Drives Accounting Success | How Coaching Can Unlock Professional Success | Demystifying Accounting Governance | Top 10 Red Flags to Watch for in Accounting Offices | Jeremy Dubow: Private Equity as a Catalyst for Growth | Break the Burnout Cycle in Accounting | Accounting in Transition: 2024 Reflections & the Road Ahead | Ron Baker: Visions for the Accounting Profession | “Mental health is something we all struggle with, whether we’re students or seasoned professionals,” says Grewal. “It’s not talked about enough, especially in accounting.”…

CPA Trendlines Podcasts

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SMBs Are Overwhelmed by Tax Complexity — Here’s What They Need Most | Quick Tax Tip 2:36

9 päivää sitten2:36

2:36

Small businesses face a storm of tax pressures, but trusted advisors can offer calm amid the chaos. Quick Tax Tip With Art Werner CPE Today In the latest episode of Quick Tax Tip, Art Werner delivers an insightful update for small and midsized business (SMB) owners — many of whom are feeling overwhelmed by a growing list of tax and regulatory pressures. Click here for more Art Werner “I think that a number of small businesses are a little scared,” Werner says, pointing to the combination of federal, state, and local tax compliance as a mounting source of stress. “They’re trying to coordinate this all… but more importantly, they look at all this as being just ancillary to why they’re in business.” According to Werner, business owners don’t launch companies to become tax experts. They do it to pursue a vision — to offer a product, provide a service, and ultimately earn a living. But the growing complexity of tax obligations has become a distracting burden.…

CPA Trendlines Podcasts

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Beyond the Numbers: Be Your Client's Advocate | The Disruptors 1:21:13

10 päivää sitten1:21:13

1:21:13

Provide clients with actionable information they can use to move their businesses forward. The Disruptors With Liz Farr Back in 2013, before CAS became part of the accounting vernacular, Penny Breslin and Damien Greathead taught a roomful of accountants how to do what Breslin called bookkeeping and back office support, or BOS. “We had 200 accountants sitting in the room wanting to know how to grow this part of their business,” Greathead recalls. Cloud-based accounting tools like Xero and QuickBooks Online were just entering the U.S. market, and the two recognized an opportunity for firms. MORE PODCASTS and VIDEOS: Dominic Piscopo: Clear Pay=Bargaining Power | Debbie Kilsheimer: Stop Thinking Small | Dave Kersting: Collaborate with Co-Firming | Ashley Francis: AI's a Partner, Not a Replacement | Richard Roppa-Roberts: Collaboration Over Competition | Ira Rosenbloom: M&A Numbers Are Easy - Culture Fit Is Hard | Roman Villard: Ditch the Suit & Shine | Monique Swansen: Align Firm Values with Services | Tina McGill: How to Create Lasting Client Impact | Stefan van Duyvendijk: Develop Operational Mindset | Out of that seminar emerged a book, which was recently updated to create the current handbook, It’s Not Just the Numbers [full disclosure: Liz Farr served as editor]. The handbook's title reflects a fundamental truth about client relationships that many accountants overlook. As Greathead explains, “It's about what your client wants. And more often than not, the client doesn't care about the numbers. The client cares about the story that sits underneath the numbers.”…

CPA Trendlines Podcasts

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Van Carlson: Why 831(b) Risk Management Strategies Are Gaining Ground | The Concierge CPA 59:47

11 päivää sitten59:47

59:47

What once was seen as a tax loophole is now becoming a mainstream strategy for business continuity—if done right. The Concierge CPA With Jackie Meyer For CPA Trendlines The 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. More Jackie Meyer At its core, the 831(b) tax code allows business owners to form small insurance companies to self-insure specific risks. But as Carlson explains, “It’s not just about taxes—it’s about protecting your business from the risks no one else will cover.” Originally created during the 1986 Tax Reform Act to help farmers and businesses insure against unique or underwritten risks, the 831(b) structure has evolved into a modern enterprise risk solution. And for Carlson, who’s led audits and compliance for hundreds of captives, this is not a loophole—it’s a legitimate strategy. “We embolden business owners through innovative risk management,” he says. “And the risks they face now—cybersecurity, supply chain failure, brand damage—are unlike anything we saw in the 1980s.”…

CPA Trendlines Podcasts

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Okorie Ramsey: Diversity's About Building Bigger Tables | Accounting Influencers 27:16

13 päivää sitten27:16

27:16

“Diversity is about building bigger tables, not just filling seats.” Accounting Influencers with Rob Brown As past chair of AICPA and CIMA, Okorie Ramsey represented nearly 700,000 members worldwide. But in his view, leadership isn’t about wielding power—it’s about partnership, innovation, and service to the public. More Rob Brown In a wide-ranging conversation on the Accounting Influencers podcast, Ramsey reflects on his tenure, the profession’s most significant challenges, and what excites him most about the future. “It’s a huge role,” Ramsey says, “but it’s also a wonderful opportunity." Ramsey challenges the perception of accounting as static or resistant to change. While he acknowledges that legacy systems and outdated incentive structures persist—particularly in large firms—he sees momentum building. “If organizations are not utilizing technology to advance how they do their work, they will go by the way of the dinosaur,” he warns.…

CPA Trendlines Podcasts

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Marketers to CEOs: The Expanding Role of Growth Leaders in Accounting | Gear Up For Growth 50:50

14 päivää sitten50:50

50:50

Strategic thinking, curiosity, and innovation can turn traditional marketing roles into firm leadership opportunities. Gear Up for Growth With Jean Caragher For CPA Trendlines In a special episode of Gear Up For Growth, host Jean Caragher hands the mic to guest facilitator Sarah Dobek, president of Inovautus Consulting, to lead an inspiring conversation about career opportunities in accounting marketing. Joining the panel are four powerhouse leaders whose diverse journeys showcase just how far the profession has evolved: Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's competitive landscape. More Gear Up for Growth here | More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More CPA Trendlines videos and podcasts here Julie Tucek , Marketing Director at Legacy Professionals; Eric Majchrzak , CEO of BeachFleischman; Carrie Steffen , Co-founder and President of The Whetstone Group, Recently announced as the next CEO of the Iowa Society of CPAs; and Jamie Thomas , Principal, Growth and Marketing at BDO USA Together, they offer a behind-the-scenes look at how accounting marketing has transformed from simple communications and event planning to a strategic, growth-driving powerhouse within firms—and where it's heading next.…

CPA Trendlines Podcasts

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How Blockchain Could Still Reshape Business and Accounting | ARC  23:00

15 päivää sitten23:00

23:00

Technologies like AI and Web3 could eventually unlock blockchain’s full potential. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Is blockchain dead? In a thought-provoking Accounting ARC, hosts Liz Mason, CPA, and Donny Shimamoto, CPA.CITP, CGMA; and Byron Patrick, CPA.CITP, CGMA; tackle the pressing question and brainstorm other blockchain applications. The short answer is no—but the landscape has changed. MORE Accounting ARC: What Gen Z Wants from Business | Firm Differentiation Depends Upon Client Service | Ron Baker: Surviving Tariff Turmoil | Are We Ready for the Hidden Risks of AI in Accounting? | The Research Imperative: Why Data Drives Accounting Success | How Coaching Can Unlock Professional Success | Demystifying Accounting Governance | Top 10 Red Flags to Watch for in Accounting Offices | Jeremy Dubow: Private Equity as a Catalyst for Growth | Break the Burnout Cycle in Accounting | Accounting in Transition: 2024 Reflections & the Road Ahead | Ron Baker: Visions for the Accounting Profession | Angie Grissom: Next Gen Inspo for Accountants | Does Accounting Belong in STEM? | When blockchain first entered mainstream conversation, it was hailed as a transformative tool capable of revolutionizing financial reporting, auditing, and recordkeeping. However, according to Mason, CEO of High Rock Accounting, the execution challenges are enormous.…

CPA Trendlines Podcasts

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Tricia Bencich: How Mental Load Silently Undermines Career Progress | MOVE Like This 33:28

16 päivää sitten33:28

33:28

Mental load includes the invisible cognitive effort that goes into even the smallest tasks—and it’s constant. MOVE Like This With Bonnie Buol Ruszcyk For CPA Trendlines In the latest episode of MOVE Like This, Tricia Bencich, Inclusion and Social Responsibility Associate Director at Moss Adams, returns to the show to tackle a topic that resonated deeply with attendees of the 2024 MOVE Mini Summit: mental load. With more than 1,000 attendees at her session alone, it’s clear that the idea of “invisible labor” is striking a chord, especially with women in the workplace. More MOVE Mental load, Bencich explains, isn’t just about the physical tasks we perform but the cognitive effort involved in managing them. It's not driving to the soccer game; it's remembering the cleats, checking the weather, packing snacks, ensuring the uniforms are clean, and being an emotionally available parent – all before the car leaves the driveway. It’s this invisible, persistent, often unnoticed thinking and planning that women disproportionately carry. And, as she emphasizes, “Mental load affects everyone, but research shows women continue to shoulder more of it, even if their partners work less or not at all.”…

CPA Trendlines Podcasts

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Art Werner: Lead with Optimism - Even in this Economy | Quick Tax Tip 3:56

16 päivää sitten3:56

3:56

Despite uncertainties, accountants have an opportunity to lead clients with confidence, expertise, and a forward-looking strategy. Quick Tax Tip With Art Werner CPE Today In the latest episode of Quick Tax Tip, seasoned tax expert Art Werner brings a refreshing perspective: optimism. Click here for more Art Werner Even amid constant regulatory changes, economic fluctuations, and the looming possibility of new tax legislation, Werner argues that tax professionals have never been better positioned to help clients navigate complexity—and thrive. “I’m inherently an optimist, so I hope it’s contagious,” Werner says. His optimism is grounded not in wishful thinking but in the growing role accountants, CPAs, enrolled agents, and attorneys play in guiding clients through an increasingly complicated financial landscape. “Clients are looking toward their professionals to guide them down a path,” Werner explains, emphasizing that individuals and business owners need experts more than ever to make informed decisions.…

CPA Trendlines Podcasts

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Dominic Piscopo: Use Salary Transparency for Bargaining Power | The Disruptors 1:01:53

17 päivää sitten1:01:53

1:01:53

"If you can’t afford fair salaries, it’s time to fix your machine—not squeeze your people." The Disruptors With Liz Farr Like many accountants, Dominic Piscopo, the founder of Big4Transparency.com, was frustrated by the lack of transparency in salary data. “I’d found it really, really frustrating trying to get good quality data on what to expect, looking ahead for my salary,” Piscopo explains. Before creating the platform, Piscopo discovered his firm offered the lowest starting salaries in his city. By gathering compensation data from peers and presenting it to leadership, he secured “a little bit under a 10% pay bump” for his entire cohort. MORE PODCASTS and VIDEOS: Debbie Kilsheimer: Stop Thinking Small | Dave Kersting: Collaborate with Co-Firming | Ashley Francis: AI's a Partner, Not a Replacement | Richard Roppa-Roberts: Collaboration Over Competition | Ira Rosenbloom: M&A Numbers Are Easy - Culture Fit Is Hard | Roman Villard: Ditch the Suit & Shine | Monique Swansen: Align Firm Values with Services | Tina McGill: How to Create Lasting Client Impact | Stefan van Duyvendijk: Develop Operational Mindset | Steve Evans: Why Traditional Hiring Methods Fail | Roger Knecht: Can You Be an Accountrepreneur? | Beth Whitworth: Focus on Outcomes Not Hours | Mike Sylvester: Learn to Say No | Salim Omar: Identify Your Client's $100,000 Problem “Data is so powerful,” he says. “If you can advocate for yourself and show real objective numbers, then it becomes a real conversation, versus just like, ‘Oh, my employee is throwing a fit.’” What began as a simple spreadsheet shared on Reddit “went really, really viral, kind of right away,” confirming a significant need in the accounting community.…

CPA Trendlines Podcasts

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Heidi Henderson: High Impact Tax Strategies Revealed | The Concierge CPA 48:56

18 päivää sitten48:56

48:56

Pivotal incentives, like cost segregation studies and energy credits, can revolutionize accounting firm service models. The Concierge CPA With Jackie Meyer For CPA Trendlines In 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 Meyer Henderson, 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 savings through advanced planning techniques. From leveraging cost segregation studies for real estate owners to navigating lucrative energy credits like 45L and 179D, Henderson explains how accountants can tap into specialized knowledge to deliver high-value results—and why firms must shift beyond compliance work.…

CPA Trendlines Podcasts

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The Year of the Advisor is Here | Accounting Influencers 53:29

20 päivää sitten53:29

53:29

"Your top clients are your competitors' top prospects. Are you showing up as their trusted advisor?" Accounting Influencers with Rob Brown How well-equipped is the accounting profession to handle rapid technological advancements and a changing workforce? Are firms ready to embrace the future or stuck in outdated models? More Rob Brown Rob Brown hosts an expert panel featuring Angie Grissom, co-owner of The Rainmaker Companies; Itamar Jobani, CEO of PayEM; Todd Robinson, director of practice engagement at Woodard; and James Hickey, chief "cat herder" at Herding Cats; to discuss the future of the accounting profession. The conversation explores critical challenges facing accountants today, such as adapting to technological changes, AI integration, talent retention, and shifting towards a more advisory-based role. The panel shares their unique insights on how firms must navigate cultural shifts, embrace leadership, and rethink their traditional business models to stay competitive.…

CPA Trendlines Podcasts

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Wade Clark: Stop Selling; Start Catalyzing | Gear Up For Growth 41:29

21 päivää sitten41:29

41:29

Uncover growth hidden in plain sight. Gear Up for Growth With Jean Caragher For CPA Trendlines In the latest Gear Up for Growth, host Jean Caragher, president of Capstone Marketing, sits down with Wade Clark, associate director-sales programs at Moss Adams and author of "Simplifying Complex Sales." Their conversation delivers two critical messages for CPAs and firm leaders: the necessity of consistent account development and the strategic use of the Four Catalysts to uncover new opportunities. Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's competitive landscape. More Gear Up for Growth every Friday here | More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More CPA Trendlines videos and podcasts here “Account development is the Achilles’ heel of many firms,” Clark says. “But by focusing on consistent outreach and meaningful dialogue with clients and prospects, CPAs can create natural momentum that leads to growth, even when market conditions change.”…

CPA Trendlines Podcasts

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What Gen Z Wants from Business | ARC 32:40

22 päivää sitten32:40

32:40

The future is watching. Accounting ARC With Arpan Grewal Center for Accounting Transformation In the latest Student Led Conversations episode of Accounting ARC, high school student Arpan Grewal hosts a dynamic dialogue with ESG Advisory senior manager Tiffany Huey from BPM, showing how accounting is becoming a surprising tool for tackling global challenges like climate change and social equity. MORE Accounting ARC: Firm Differentiation Depends Upon Client Service | Ron Baker: Surviving Tariff Turmoil | Are We Ready for the Hidden Risks of AI in Accounting? | The Research Imperative: Why Data Drives Accounting Success | How Coaching Can Unlock Professional Success | Demystifying Accounting Governance | Top 10 Red Flags to Watch for in Accounting Offices | Jeremy Dubow: Private Equity as a Catalyst for Growth | Break the Burnout Cycle in Accounting | Accounting in Transition: 2024 Reflections & the Road Ahead | Ron Baker: Visions for the Accounting Profession | Huey, who transitioned from nonprofit work into ESG consulting, now leads BPM’s ESG advisory practice. “I wanted to understand how systems work,” she says. “How do businesses make decisions, and how can we make those decisions more values-aligned?” The conversation illuminates how ESG—environmental, social, and governance frameworks—requires more than balance sheets. “You can’t fix what you don’t track,” Huey says, stressing the power of data in holding companies accountable. “ESG makes companies show their receipts.”…

CPA Trendlines Podcasts

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Art Werner: Shift Gears Post-Tax Season | Quick Tax Tip 2:21

23 päivää sitten2:21

2:21

Start with proactive planning instead of reactive reporting. Quick Tax Tip With Art Werner CPE Today As tax season winds down and the dust settles, many CPAs are eager for a breather. But in the latest Quick Tax Tip with Art Werner podcast, the seasoned tax educator offers a powerful—and timely—reminder: now is not the time to coast. Instead, it's the perfect opportunity to pivot from tax historian to tax strategist. Click here for more Art Werner Drawing on decades of experience and his trademark candor, Werner explains how the very tax returns just filed can be the launchpad for a more impactful advisory relationship with clients. "What I would look at," he begins, "is the tax return you just prepared—and use that as a script."…

CPA Trendlines Podcasts

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Debbie Kilsheimer: Stop Thinking Small | The Disruptors 1:24:59

24 päivää sitten1:24:59

1:24:59

"Too often, we're stepping over dollars to pick up pennies." The Disruptors With Liz Farr By age 25, Debbie Kilsheimer was already disrupting the traditional accounting mindset. At her first job, she questioned why clients were billed by the hour when speed and efficiency weren’t rewarded. “The smarter I get, the more efficient I become, the less you make,” she told her boss. “I don’t understand that. Plus, the clients don’t know what anything will cost—so they’re afraid to call.” MORE PODCASTS and VIDEOS: Dave Kersting: Collaborate with Co-Firming | Ashley Francis: AI's a Partner, Not a Replacement | Richard Roppa-Roberts: Collaboration Over Competition | Ira Rosenbloom: M&A Numbers Are Easy - Culture Fit Is Hard | Roman Villard: Ditch the Suit & Shine | Monique Swansen: Align Firm Values with Services | Tina McGill: How to Create Lasting Client Impact | Stefan van Duyvendijk: Develop Operational Mindset | Steve Evans: Why Traditional Hiring Methods Fail | Roger Knecht: Can You Be an Accountrepreneur? | Beth Whitworth: Focus on Outcomes Not Hours Her suggestion to switch to flat-rate pricing was met with disbelief, but she knew she was onto something. Two decades later, Kilsheimer and her husband, Hal, run a million-dollar firm built on premium service, not time sheets. “I’m going to be Starbucks. I’m going to be Louis Vuitton,” she says. “I’m going to be the most expensive accountant they talk to—and I’m going to deliver on that promise.”…

CPA Trendlines Podcasts

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Chris Farrell: The Hidden Bottleneck in Accounting? It’s Not Your Back Office | The Concierge CPA 49:16

25 päivää sitten49:16

49:16

Optimizing the client experience is the real key to growth and profitability. The Concierge CPA With Jackie Meyer For CPA Trendlines On 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 software innovator. "You're always waiting on the client." More Jackie Meyer Farrell knows both sides of the equation: as a former Arthur Andersen accountant and CFO, and as a serial entrepreneur who’s spent 15 years building tools specifically for accountants. With Liscio, a client experience platform, he’s tackling a key pain point: fragmented communication. “When clients don’t know where to send documents or how to respond, the firm grinds to a halt.” Farrell argues that accounting technology has historically focused on optimizing firm-side operations—tax software, practice management tools, document handling—but has neglected the user experience for clients. That, he says, is the real productivity roadblock.…

CPA Trendlines Podcasts

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Why 70% of Transformation Projects Fail | Accounting Influencers 31:33

27 päivää sitten31:33

31:33

“A bad process is a bad process, whether a person or a piece of technology is doing it.” Accounting Influencers with Rob Brown Change is inevitable, but learning to navigate transformation effectively is the key to long-term success for finance and accounting professionals. On the latest episode of the Accounting Influencers podcast, change expert Hannah Munro shares her insights on how firms and finance leaders can embrace change and drive it forward to enhance efficiency, adaptability, and business impact. More Accounting Influencers with Rob Brown here "What's also very interesting is that change is getting faster," says Munro, managing director at itas Solutions and host of the CFO 4.0 podcast. "The pace of change is accelerating, and that volatility and uncertainty are driving the need for finance professionals to step up and elevate their role." Munro emphasizes that transformation is not a one-time event but a journey. "If you feel like it's something short term that you're going to suffer through and then never have to change again, you are probably living in the wrong century."…

CPA Trendlines Podcasts

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Ashley Kostos: How Skills Testing Could Be the Secret Weapon for Accounting Firms | MOVE Like This 33:28

28 päivää sitten33:28

33:28

“Accounting isn’t a ‘fake it till you make it’ job." MOVE Like This With Bonnie Buol Ruszcyk For CPA Trendlines In a recent episode of Move Like This , Ashley Kostos, sales manager at Accountests , joined host Bonnie Buol Ruszczyk to explore how data-driven assessments are helping accounting firms hire smarter, retain top talent, and create clearer career paths. With ongoing staffing shortages and high turnover across the industry, testing may be the tool firms didn’t know they needed. More MOVE Accountests, founded by a former PwC partner and a psychometric testing expert, offers skills, ability, and personality assessments specifically designed for the accounting profession. These tools help employers move past resume claims and polished interviews to evaluate real-world competencies, including things like understanding financial statements, tax knowledge, and software fluency. “Accounting isn’t a ‘fake it till you make it’ job,” Kostos emphasizes. “You need to know how to do the work.”…

CPA Trendlines Podcasts

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Firm Differentiation Depends Upon Client Service | Accounting ARC 40:09

29 päivää sitten40:09

40:09

Raising the bar on client service doesn’t mean sacrificing all your time. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Technology has changed how firms operate, but relationships—and setting clear expectations—remain central to client satisfaction. In a recent episode of Accounting ARC, co-hosts Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, tackled a pressing issue: how the accounting profession can evolve to deliver better client service in the digital age. MORE Accounting ARC: Ron Baker: Surviving Tariff Turbulence | Crypto, Cash, or Chaos? The Fallout of an IRS-Free America | Is Agentic AI a Game Changer or Game Ender? | Kelly Mann: Thriving Against All Odds | Are We Ready for the Hidden Risks of AI in Accounting? | The Research Imperative: Why Data Drives Accounting Success | How Coaching Can Unlock Professional Success | Demystifying Accounting Governance | Top 10 Red Flags to Watch for in Accounting Offices | Jeremy Dubow: Private Equity as a Catalyst for Growth | Break the Burnout Cycle in Accounting | Accounting in Transition: 2024 Reflections & the Road Ahead | Ron Baker: Visions for the Accounting Profession | Angie Grissom: Next Gen Inspo for Accountants | Does Accounting Belong in STEM? “Client service is the number one reason we hear clients are looking for a new CPA firm,” says Mason, founder and CEO of High Rock Accounting. “We need to get back to the roots of our profession—deep relationships and great communication.”…

CPA Trendlines Podcasts

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Art Werner: Are Your Clients Throwing Money Away? | Quick Tax Tip 3:33

30 päivää sitten3:33

3:33

Without the right strategy, even the best intentions can go to waste. Quick Tax Tip With Art Werner CPE Today Charitable giving can be a powerful tool for clients seeking tax advantages and for ensuring their donations are used wisely. Yet, many clients—and even some professionals—remain unaware of one of the most accessible vehicles for achieving these goals: donor-advised funds. Click here for more Art Werner “The average client has no idea that a donor-advised fund exists,” Werner says. “And if I, as a professional, am not aware of a technique, I probably won’t use it — not because I’m afraid of it, but because I’m ignorant of the ability to utilize it.” A donor-advised fund is a simple yet powerful charitable planning tool. It allows an individual to make a significant charitable contribution upfront, claim an immediate tax deduction, and then distribute the funds to charities over time. This approach provides flexibility and greater oversight of how donations are ultimately used.…

CPA Trendlines Podcasts

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Dave Kersting: Collaborate with Co-Firming | The Disruptors 48:33

4 weeks sitten48:33

48:33

Expand capabilities, boost client satisfaction, and build thriving businesses—without sacrificing independence. The Disruptors With Liz Farr Dave Kersting, founder and CEO of Capovario, is disrupting the status quo firm structure by introducing co-firming. While he and Tanya Schulte, owner of The Profit Constructors, started on the co-firming path in a contractor-subcontractor relationship, they quickly realized they wanted more. “...we want to win together, and we want to lose together,” Kersting recalls. MORE PODCASTS and VIDEOS: Ashley Francis: AI's a Partner, Not a Replacement | Richard Roppa-Roberts: Collaboration Over Competition | Ira Rosenbloom: M&A Numbers Are Easy - Culture Fit Is Hard | Roman Villard: Ditch the Suit & Shine | Monique Swansen: Align Firm Values with Services | Tina McGill: How to Create Lasting Client Impact | Stefan van Duyvendijk: Develop Operational Mindset | Steve Evans: Why Traditional Hiring Methods Fail | Roger Knecht: Can You Be an Accountrepreneur? | Beth Whitworth: Focus on Outcomes Not Hours | Mike Sylvester: Learn to Say No | Salim Omar: Identify Your Client's $100,000 Problem | Jackie Meyer: Earn More with Fewer Clients | Jack Fleherty: Don't Be a 'Yes' Person Co-firming brings multiple specialized firms together to serve clients collaboratively rather than competitively. As Kersting explains, “What the client gets out of that is experts in the field, all working on the same client to make that client's journey better. Again, it's winning together, losing together.” This model isn't about subcontracting work but creating a unified team of specialists. With 11 firms now working together, “We kind of do look at ourselves as like this big super firm, a super firm, that we’re all team. We're all one big, ginormous team,” says Kersting.…

CPA Trendlines Podcasts

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David Spence: Create a Tax-Free Retirement in Economic Uncertainty | The Concierge CPA 47:08

4 weeks sitten47:08

47:08

Explore the rising threat of national debt, future tax hikes, and how Americans can prepare. The Concierge CPA With Jackie Meyer For CPA Trendlines The 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 Meyer Spence’s message is clear: history shows that skyrocketing national debt leads to one inevitable outcome—higher taxes. "After World War II, with debt at 120% of GDP, top tax rates soared to 94%," Spence explains. "Today, we’re at 130% of GDP, and we’re already paying massive interest on our debt—more than we spend on defense." Given these realities, Spence argues it’s critical for Americans to shift their focus toward tax-free income sources. Strategies such as Roth IRAs, Health Savings Accounts (HSAs), and Life Insurance Retirement Plans (LIRPs) could become lifelines in a future where traditional retirement accounts might be heavily taxed.…

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