Najlepsze podcasty z kategorii: CPA Trendlines (2025)

1
Mark Fritz: Leadership Lessons for Today's World | Accounting Influencers 26:13

1d ago26:13

26:13

"You don’t get to choose the leader you need to be. Your people tell you who you need to be to get the best out of them." Accounting Influencers with Rob Brown Leadership is in the spotlight like never before. In a recent episode of the Accounting Influencers podcast, global leadership expert Mark Fritz shares his insights on how leaders can naviga…

1
Tim Allen: How Serendipitous Specialization Led to Success | Gear Up for Growth 27:30

2d ago27:30

27:30

Full commitment is critical in niche accounting. Gear Up for Growth With Jean Caragher For CPA Trendlines In the world of accounting, niche specialization is often a deliberate strategy. For Tim Allen, CPA, however, his journey into winery finance was more serendipitous than strategic. With over 30 years of experience—including time at a Big 4 firm…

1
Student Turns Tables on Thought Leaders | ARC 47:17

3d ago47:17

47:17

In a special episode, student Arpan Grewal asks questions future CPAs and business leaders need answered. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Introducing Special Guest Arpan Grewal Center for Accounting Transformation In an episode that flips the script, Accounting ARC features a fresh voice in business: Arpan Grewal, …

1
Alan Anderson: Applying JIT Concepts to the Audit Process 58:51

4d ago58:51

58:51

Reduce audit time by 20% without reducing quality. By Alan Anderson, CPA Transforming Audit for the Future For most audit firms, the concept of “just in time” means that the audit was completed and the financials were delivered “just in time” to meet the deadline. But in this webinar, Alan Anderson explains how concepts from just-in-time manufactur…

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Stefan van Duyvendijk: Develop Operational Mindset | The Disruptors 47:40

5d ago47:40

47:40

Don't just check the boxes. Provide benefits. The Disruptors With Liz Farr Stefan van Duyvendijk, Accounting Operations Evangelist at FloQast, wants accountants in the industry to expand their roles. In addition to the vital role of providing the basic requirements of accounting, he wants them to develop an operational mindset, as described in the …

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Steve Yoss: Unlocking Business Insight with Power BIs | Quick Tax Tip 2:37

6d ago2:37

2:37

Revolutionize how businesses visualize and interpret data. Quick Tech Talk With Steve Yoss CPE Today Businesses today are moving beyond traditional reporting methods to embrace the transformative potential of business intelligence tools. Industry leaders emphasize the importance of platforms like Tableau, Qlik, and Power BI, which allow companies t…

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Jean Caragher: Fire Clients Who Don't Tick Your Boxes | Accounting Influencers 29:20

8d ago29:20

29:20

Removing clients isn’t just about profitability—it’s a firm-wide morale booster. Accounting Influencers with Rob Brown With over 35 years of industry experience, Jean Caragher has witnessed the profession's transformation, noting that marketing roles in accounting firms are now more strategic and influential than ever. More Accounting Influencers w…

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Breaking the Billable Hour | Gear Up For Growth 49:37

9d ago49:37

49:37

Firms that price for time rather than value are holding themselves back. Gear Up for Growth With Jean Caragher For CPA Trendlines For decades, accountants have relied on billable hours, tracking time spent on client work and invoicing accordingly. However, according to Michelle Golden-River, CEO of Fore LLC, this model is fundamentally flawed. “Acc…

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How Coaching Can Unlock Professional Success| ARC 30:42

10d ago30:42

30:42

“Coaching isn’t about fixing people—it’s about helping them unlock their full potential.” Accounting ARC With Donny Shimamoto. Center for Accounting Transformation For many accountants, career progression follows a predictable path—graduate, gain experience, and work toward a leadership role. However, as the industry transforms, many CPAs find them…

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Art Werner: The Godfather and Tax Issues | Quick Tax Tip 3:25

11d ago3:25

3:25

The Corleone family’s quest for legitimacy mirrors modern business succession planning. Quick Tax Tip With Art Werner CPE Today Imagine a tax class inspired by "The Godfather" by Mario Puzo. Beyond its thrilling narrative of crime and family loyalty, this iconic novel is surprisingly rich in business succession and adaptation lessons. While such a …

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Steve Evans: Why Traditional Hiring Methods Fail | The Disruptors 47:55

12d ago47:55

47:55

Redefine how you hire and develop top accounting talent. The Disruptors With Liz Farr In 2012, Steve Evans’ friend Giles Pearson, a Big Four accountant in New Zealand, needed help. PwC kept making the same hiring mistakes because they had no way to assess a candidate’s technical accounting skills. Steve, an expert in psychometric testing, thought i…

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Steve Yoss: How Powered BI Connects with Data Sources | Quick Tech Talks 2:23

13d ago2:23

2:23

Unlock insights quickly, from QuickBooks to custom systems. Quick Tech Talk With Steve Yoss CPE Today Microsoft’s Power BI revolutionizes how professionals and businesses interact with their data. This cutting-edge tool, designed for business intelligence and dashboarding, is user-friendly, highly versatile, and incredibly powerful. Whether you’re …

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Diversity and Technology Take Center Stage in Accounting Debate | Accounting Influencers 1:01:05

15d ago1:01:05

1:01:05

Firms must embrace AI, digital tools, and diversity to remain competitive. Accounting Influencers with Rob Brown In the latest episode of Accounting Influencers, an international panel of distinguished accounting professionals gathered to discuss the profession's challenges, opportunities, and future. Featuring Dr. Anton Lewis, Kelly Mann, Sabby Gi…

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Kristen Rampe: Accountability and Simplicity in Partner Compensation Drive CPA Firm Growth | Gear Up For Growth 33:06

16d ago33:06

33:06

“Compensation is one tool, not the tool, to change behaviors and outcomes." Gear Up for Growth With Jean Caragher For CPA Trendlines Kristen Rampe, managing partner of Rosenberg Associates, spotlights two key drivers for CPA firm success: accountability and simplicity in partner compensation systems. Gear Up for Growth spotlights the best strategie…

1
Demystifying Accounting Governance | ARC 49:26

17d ago49:26

49:26

From State Societies to the AICPA, the hosts shed light on the collaborative ecosystem guiding CPAs. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto. Center for Accounting Transformation The accounting profession operates within a complex framework of governance, where state and national organizations play critical roles in shapin…

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Art Werner: Beneficial Ownership and Control | Quick Tax Tip 2:31

18d ago2:31

2:31

Learn how a 1% owner can wield more power than a 99% shareholder under specific agreements. Quick Tax Tip With Art Werner CPE Today In today’s complex regulatory environment, the term "beneficial ownership" might sound straightforward, but it encompasses far more than simply owning shares in a company. A beneficial owner holds a controlling interes…

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Roger Knecht: Can You Be an Accountrepreneur? | The Disruptors 1:03:41

19d ago1:03:41

1:03:41

You don’t need all the answers, but you do need to ask the right questions. The Disruptors With Liz Farr About ten years ago, Roger Knecht, President of Universal Accounting, noticed that while accountants wanted to move into the advisory space, few had any idea how to make that transition. So he talked to business owners about what they’d like to …

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Katie Tolin: Listen to What the Market's Telling Us | Capstone Conversations 24:08

20d ago24:08

24:08

Understanding the story behind the data is critical to success. Capstone Conversations By Jean Caragher For CPA Trendlines Katie Tolin, a veteran marketing strategist and the driving force behind CPA Growth Guides, recently sat down for a Capstone Conversation to share her expertise on navigating the complexities of marketing in the accounting indu…

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Jennifer Harrity: ESG Unlocks Accounting Opportunities | Gear Up For Growth 37:18

23d ago37:18

37:18

Uncover how regulations, investor demands, and market expectations are driving organizations to embrace sustainable practices. Gear Up for Growth With Jean Caragher For CPA Trendlines In a world where sustainability is increasingly critical, Environmental, Social, and Governance (ESG) has emerged as a vital component of the accounting profession—de…

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Top 10 Red Flags to Watch for in Accounting Offices | ARC 25:09

24d ago25:09

25:09

Outdated technology, unrealistic billable hours, and "unlimited PTO" among key issues discussed. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto. Center for Accounting Transformation The accounting profession is undergoing significant change, and workplace culture is at the forefront of that transformation. In a recent episode of …

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Art Werner: Corporate Transparency Act and FinCEN Reporting | Quick Tax Tip 3:55

25d ago3:55

3:55

Helping clients with these filings isn’t just a responsibility—it’s a chance to enhance your practice and grow your billable hours. Quick Tax Tip With Art Werner CPE Today Today, tax professionals are navigating an increasingly complex landscape, where compliance extends beyond the familiar Internal Revenue Service (IRS), including FinCEN and the F…

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Beth Whitworth: Focus on Outcomes Not Hours | The Disruptors 57:41

26d ago57:41

57:41

Stop wearing your hours worked as a badge of honor. The Disruptors With Liz Farr A few months ago, Beth Whitworth emailed her remaining legacy 1040 clients, informing them that they would have to move over to the subscription-based model she’s been implementing over the last few years. “I will say it's scary,” she says. “And when I pushed the butto…

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Steve Yoss: Boost Security with MFA | Quick Tech Talks 2:49

27d ago2:49

2:49

Your data has probably already been exposed. Quick Tech Talk With Steve Yoss CPE Today Data breaches have become an unfortunate reality in the digital age, and with them, the risk to personal and financial information continues to grow. However, there is a simple yet powerful way to protect your accounts: multi-factor authentication (MFA). MORE STE…

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Jason Blumer: Serving Your Team Is the Ultimate Leadership Strategy | Gear Up For Growth 34:10

1M ago34:10

34:10

Discover why intentionality and clarity are key traits for successful leaders. Gear Up for Growth With Jean Caragher For CPA Trendlines Leadership in accounting firms requires a shift from technical expertise to guiding and empowering teams. Jason Blumer, founder and CEO of Blumer CPAs, discusses the journey of embracing leadership roles, overcomin…

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Private Equity as a Catalyst for Growth | ARC 31:46

1M ago31:46

31:46

CEO says private equity isn’t about cost-cutting—it’s about investing in technology and talent. Accounting ARC With Donny Shimamoto. Center for Accounting Transformation The accounting profession is evolving, and if private equity is any indicator, firms like Prosperity Partners are leading the charge. In the latest Accounting ARC episode, host Don…

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Art Werner: Due Diligence and the IRS Enforcement | Quick Tax Tip 3:36

1M ago3:36

3:36

The IRS is increasing scrutiny, and your due diligence must meet the challenge. Quick Tax Tip With Art Werner CPE Today As the IRS increases its enforcement efforts fueled by new funding and additional agents, understanding and practicing due diligence is more critical than ever for tax professionals. Due diligence requirements, established to ensu…

1
Mike Sylvester: Learn to Say No | The Disruptors 1:01:19

1M ago1:01:19

1:01:19

Be blunt. Give your clients the advice they should hear, not what they want to hear. The Disruptors With Liz Farr The talent crunch in accounting isn’t an issue for Mike Sylvester. Last year, 40 accountants applied to work at his firm, SBS CPA Group. He’s had serious inquiries from people at top 50 firms eager to work with him. Further, he just hir…

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Jason Staats: It's Time for a Re-Think | Accounting Influencers 30:58

1M ago30:58

30:58

Balancing tech, trust, and innovation. Accounting Influencers with Rob Brown Jason Staats shares insights on balancing innovation, mental health, and technology in today’s profession. Staats, known for combining accounting expertise with entrepreneurial thinking, has become a prominent voice in the field. More Accounting Influencers with Rob Brown …

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Kimberly Ellison-Taylor: Why Talent Is the Key to Growth | Gear Up For Growth 35:10

1M ago35:10

35:10

“We have to tell a better story, but we also have to have a better story to tell.” Gear Up for Growth With Jean Caragher For CPA Trendlines A powerhouse in the accounting profession, Kimberly Ellison-Taylor, CPA, CGMA, CITP, CISA, the CEO of KET Solutions, shares her deep insights on talent recruitment and retention, inclusive leadership, and the e…

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Steve Yoss: AI's Power in Assurance Services | Quick Tech Talks 2:02

1M ago2:02

2:02

Efficiency meets innovation when you turbocharge audits with AI. Quick Tech Talk With Steve Yoss CPE Today Accountants can leverage AI tools—not just the industry-specific platforms like MindBridge and Inflow Systems, but also generative AI tools such as ChatGPT and Claude—to enhance their auditing processes. MORE STEVE YOSS MORE TECH Exclusively f…

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Breaking the Burnout Cycle in Accounting | ARC 45:01

1M ago45:01

45:01

"A firm’s culture during busy season reveals its true colors." Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto. Center for Accounting Transformation As the busiest time of year looms for accountants, industry leaders Byron Patrick, CPA.CITP, CGMA; Donny Shimamoto, CPA.CITP, CGMA; and Liz Mason, CPA, share practical advice for main…

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Salim Omar: Identify Your Client's $100,000 Problem | The Disruptors 48:50

1M ago48:50

48:50

If you try to help everyone, you don’t help anyone. The Disruptors With Liz Farr Salim Omar, CPA, opened his firm in 1996 after working as a CFO in a small investment boutique firm because he wanted to be his own boss. But the experience was terrible: “I found myself working long hours. I was not enjoying the work I was doing. Having the team was a…

1
From Strategy to Leadership: How Marketing Is Reshaping the Accounting Profession | Capstone Conversations 1:12:03

1M ago1:12:03

1:12:03

"This is the golden age of opportunity for accounting marketers. Let’s seize it.” Capstone Conversations By Jean Caragher For CPA Trendlines Accounting marketing has come a long way since the landmark Bates v. State Bar of Arizona case, which 45 years ago allowed professional services firms to market their services. Today, as firms navigate digital…

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The Evolution of Accounting: Insights from Barry Melancon’s Historic Career | Gear Up For Growth 42:22

1M ago42:22

42:22

"The accounting profession today is living its golden age, driven by its expanded capabilities." Gear Up for Growth With Jean Caragher For CPA Trendlines In a landmark episode of the Gear Up For Growth podcast, Barry Melancon, CPA, CGMA, the longest-serving CEO in AICPA history, joined host Jean Caragher to share his invaluable insights on the evol…

1
Art Werner: Busy Season Predictions for 25-26 | Quick Tax Tip 2:24

2M ago2:24

2:24

Learn why the upcoming busy seasons could be among the most demanding in recent memory. Quick Tax Tip With Art Werner CPE Today According to seasoned tax educator Art Werner, the next busy season may be the last of what he calls a "lull period." Preparers are currently working under existing laws, dealing with the tax returns for the 2024 calendar …

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Accounting in Transition: Reflections on 2024 and the Road Ahead | ARC 39:01

2M ago39:01

39:01

Accounting ARC wraps 2024 with insights and bold 2025 predictions. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto. Center for Accounting Transformation Since its launch in May, the Accounting ARC podcast, hosted Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, has quickly gained traction as a th…

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Katie Lyles: Marketing Triumphs Amid Chaos | Capstone Conversations 20:28

2M ago20:28

20:28

Risk-taking and transparency emerge as key drivers for success in accounting marketing. Capstone Conversations By Jean Caragher For CPA Trendlines When Katie Lyles joined Dallas-based accounting firm Lane Gorman Trubitt at the end of 2019, she anticipated a role focused on coordinating live events. Little did she know, her career trajectory would b…

1
Michael King: The Rise of Fractional CFOs Provides Challenges and Opportunities | Accounting Influencers 30:25

2M ago30:25

30:25

In a world of AI, outsourcing, and shifting client expectations, accountants can remain indispensable. Accounting Influencers with Rob Brown Michael King’s journey to becoming a fractional CFO and mentor to accounting professionals is as unconventional as it is inspiring. A former nuclear submarine engineer, King transitioned into the world of busi…

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Steve Yoss: Automating Data Entry Reconciliations with AI | Quick Tech Talks 2:19

2M ago2:19

2:19

Save time and reduce errors with automated transaction mapping. Quick Tech Talk With Steve Yoss CPE Today Artificial intelligence is a game-changing technology. Its ability to take on tedious processes allows accountants to focus on higher-value work. A prime example is bank feeds in applications like QuickBooks, Xero, and other accounting platform…

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Ron Baker: Transformative Visions for the Accounting Profession | ARC 36:37

2M ago36:37

36:37

"I’d rather have questions I can’t answer than answers I can’t question." Accounting ARC With Donny Shimamoto. Center for Accounting Transformation Ron Baker discusses his revolutionary journey in accounting, his challenge to the status quo, and how accountants can lead transformation. MORE Accounting ARC: Angie Grissom: Next Gen Inspo for Accounta…

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Jackie Meyer: Earn More with Fewer Clients | The Disruptors 38:23

2M ago38:23

38:23

Create a win-win with "The ROI Method of Value Pricing." The Disruptors With Liz Farr In 2016, Jackie Meyers needed a change. Long hours, health issues, and missing out on her kids’ activities forced her to make a radical change. She leaned into tax advisory and tried a new value pricing methodology, which “tripled to quadrupled revenue for our cli…

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Lauren Clemmer: Confidence, Collaboration, and the Future of Accounting Marketing | Capstone Conversations 21:59

2M ago21:59

21:59

Firms that embrace marketing as a strategic priority unlock opportunities for growth and differentiation. Capstone Conversations By Jean Caragher For CPA Trendlines The world of accounting marketing is one of transformation, resilience, and adaptability. Few individuals embody these qualities as profoundly as Lauren Clemmer, the former Executive Di…

1
Susan Bryant: Set Boundaries and Elevate Client Services for Better Results | Accounting Influencers 31:09

2M ago31:09

31:09

Accountants who stay silent risk disappointing--and probably losing--clients. Accounting Influencers with Rob Brown Accountants, take charge of your client relationships—that was the call to action from Susan Bryant, CPA, on a recent episode of Accounting Influencers. The episode, hosted by Rob Brown, highlights Bryant’s mission to empower accounta…

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Angie Grissom: Inspiration for the Next Generation of Accountants – From a Non-Accountant | ARC 20:49

2M ago20:49

20:49

“Leadership and culture define the future of accounting firms.” Accounting ARC With Donny Shimamoto. Center for Accounting Transformation When Angie Grissom first stepped into a Nashville-based consulting firm, she likely didn’t foresee owning and transforming it. Yet, over two decades later, she leads The Rainmaker Companies, a firm dedicated to e…

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Jack Flaherty: Don't Be a 'Yes' Person | The Disruptors 1:02:00

2M ago1:02:00

1:02:00

The next generation is purpose-driven, and the firms that lean into this will retain scarce talent. The Disruptors With Liz Farr Jack Flaherty believes that one of the most important business skills is on the wane: the art of decision-making. “We're all becoming ‘Yes’ people. We don't want to have an objective discussion, bringing out different ide…

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Sarah Dobek: How Curiosity and Problem-Solving Propel Success in Accounting Marketing | Capstone Conversations 36:37

2M ago36:37

36:37

The Hall of Famer explains why understanding buyer behavior is the toughest—and most rewarding—part of the job. Capstone Conversations By Jean Caragher For CPA Trendlines A trailblazer in the field, Sarah Dobek was recently inducted into the Association for Accounting Marketing (AAM) Hall of Fame, cementing her status as a Bruce W. Marcus Lifetime …

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Art Werner: How to Turn Tax Prep into Tax Advisory | Quick Tax Tip 3:22

2M ago3:22

3:22

Quick Tax Tip With Art Werner CPE Today Every CPA, EA, and tax professional should attend at least one federal tax update program annually. It’s like stretching or warming up before intense exercise. Show notes here | More Art Werner A tax update serves two main purposes and demonstrates your value: prep for tax and expand client value.…

1
Ed Kless: Accounting Must Innovate Beyond Technology | Accounting Influencers 20:52

2M ago20:52

20:52

In an era when traditional models fail, accountants should rethink relevance, client experience, and the power of language. Accounting Influencers with Rob Brown Accounting visionary Ed Kless challenges the profession to move beyond the traditional billable hour and embrace a proactive, subscription-based model. In this episode of Accounting Influe…

1
August Aquila: Getting Profits from Marketing | Gear Up for Growth 40:27

2M ago40:27

40:27

"Every client interaction is a marketing opportunity." Gear Up for Growth With Jean Caragher For CPA Trendlines Marketing has evolved from a client acquisition tool to a vital part of a firm's overall strategy. “When we first started marketing firms, it was all about bringing in the client and not worrying about anything else,” says August Aquila o…

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Art Werner: Navigating Business Structure Decisions Amid Tax Law Changes | Quick Tax Tip 2:52

2M ago2:52

2:52

Quick Tax Tip With Art Werner CPE Today We are anticipating changes to tax laws that could significantly impact clients, either positively or negatively, depending on the structure of their businesses. Full show notes here | More Art Werner One major consideration is the type of business entity the client operates. The options include sole propriet…

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