CPA Trendlines Podcasts
by CPA Trendlines
When Bookkeeping Eats the Advisory Plan | It's Not Just the Numbers
About this podcast
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.
Episodes
The newest 50 of 757 episodes
- When Bookkeeping Eats the Advisory Plan | It's Not Just the Numbers · 36 min · Season 8One firm brought bookkeeping back in-house to get closer to clients...then outsourced it again three months later.It's Not Just the NumbersWith Penny Breslin and Damien…
- Agentic AI Does Not Need Your Job. It Needs a Job Description | ARC · 28 min · Season 8Its greatest value to accounting may be as a carefully controlled specialist working behind the scenes.Accounting ARCWith Donny Shimamoto, Liz Mason, and Byron PatrickCenter for…
- Shane Lloyd: Are You Promoting Talent--or Survival? | MOVE Like This · 42 min · Season 8Leaders should examine workplace conditions that determine who gets ahead and who gets left behind.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines ResearchIn this…
- Matt Rampe: Your Team Has a Strategy, But Do You Have Momentum? | The Disruptors · 52 min · Season 8Clear ownership, an inspiring vision, and quick wins help accounting teams turn plans into progress. Here are 4 steps to leading change...The DisruptorsWith Liz FarrFor CPA…
- 4 AI Mistakes Leaders Keep Making | Accounting Voices · 15 min · Season 8How accounting teams use the time AI frees up could shape their advice and and prepare the next generation of leaders.Accounting VoicesWith Rob BrownIf AI cuts the time it takes…
- Rebecca Burnick: How to Turn Accountants Into Advisors | It's Not Just the Numbers · 54 min · Season 8Building an advisory practice takes more than freeing up staff time. It requires a deliberate approach to client relationships, training, scope and technology.It's Not Just the…
- Scotty Scarano: Create Your Dream Career - And Make It Fun | Accounting Conversations · 59 min · Season 8Entrepreneurship, community, and a candid look at firm ownership reveal possibilities many never dream of.Accounting ConversationsWith Chayton FarleeCenter for Accounting…
- Anne Napolitano: The Future of Accounting's in Value, Not Time | The Disruptors · 1 h 1 min · Season 8Accounting firms may offer flexibility, but outdated expectations and missed opportunities can still push experienced professionals out the door.The DisruptorsWith Liz FarrFor…
- What Do You Have to Show for Implementing AI? | Accounting Voices · 14 min · Season 8Look at pricing, services, and client relationships to assess whether AI investments are reshaping the business.Accounting VoicesWith Rob BrownA tax return completed in three…
- Avalara Simplifies Pricing as AI Changes Compliance Work · 18 min · Season 8State-based plans and a newly available AI platform put software costs and accountants' oversight role in focus.By Seth FinebergFor CPA TrendlinesAvalara is making its sales tax…
- Before Building with AI, Firms Need a Plan for Client Data | Innovation Insights · 47 min · Season 8Context, verified sources, and human review remain essential as teams build AI tools.Innovation InsightsWith Donny Shimamoto and Liz MasonCenter for Accounting TransformationA…
- Michael Annichine: Women Aren’t Small Men - Why Women’s Health Belongs in the Career Conversation | MOVE Like This · 26 min · Season 8The 2026 Accounting MOVE Project report examines how caregiving affects women’s careers. A newly released MOVE Like This episode explores another part of that conversation…
- Bonnie Buol Ruszczyk: Caregivers Caught in the Middle | The Disruptors · 57 min · Season 8Accounting firms may offer flexibility, but outdated expectations and missed opportunities can still push experienced professionals out the door.The DisruptorsWith Liz FarrFor…
- How Your Skills as an Accountant May be Undermining Your Firm's Future | Accounting Voices · 11 min · Season 6Technical expertise earns credibility, but the ability to delegate, build trust, and guide people through uncertainty determines how far a business can grow. Full show notes…
- Jeane Hardy: Work You Don't Track Could Be Holding Your Firm Back | It's Not Just the Numbers · 48 min · Season 8Overlooked client requests and undocumented know-how can distort pricing, strain teams, and limit advisory growth.It's Not Just the NumbersWith Penny Breslin and Damien…
- Caitlynn Eldridge: Some Build Smaller Firms to Make Room for Bigger Lives | Accounting Conversations · 37 min · Season 8Recurring revenue, client boundaries, and an entrepreneurial mindset helps shape a career around family.Accounting ConversationsWith Chayton FarleeCenter for Accounting…
- Tim Brackney: Scaling with Soul | Big 4 Transparency · 44 min · Season 8“This isn’t a flash in the pan. This is an actual structural change in the profession.”Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA TrendlinesPrivate equity in public…
- Nick Boscia: More Clients. More Hours. Less Happiness. | The Disruptors · 56 min · Season 8Burnout pushed him to rethink growth, rebuild his processes, and make room for a better life.The DisruptorsWith Liz FarrFor CPA Trendlines When Nick Boscia joined his father's…
- Buying AI Is Easy. Rebuilding the Firm Is Hard. | Accounting Voices · 14 min · Season 6Leaders reveal a widening gap between adopting new capabilities and building firms that can use them effectively.Accounting VoicesWith Rob BrownA firm buys powerful technology…
- Trent Yesberg: How AI Re-Builds Accounting Firms | It's Not Just the Numbers · 46 min · Season 8Nontechnical teams can use AI-built scripts to automate repetitive work, reclaim valuable time, and turn an accounting firm’s operational problem into a marketable product.It's…
- The AI Demo Is Easy. The Rollout Gets Complicated. | Innovation Insights · 42 min · Season 8Building an accounting tool with AI is only the beginning of making it useful, secure, and sustainable.Innovation InsightsWith Donny Shimamoto and Byron PatrickCenter for…
- Kassi Rushing: Your Culture Is What You Reward | The Disruptors · 45 min · Season 8Leaders must align everyday decisions with the flexibility, innovation, and growth they promise employees.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines ResearchIn…
- David Marquis: AI Can Do More Work But Auditors Still Make the Call | The Disruptors · 56 min · Season 8A five-layer “AI trust stack” helps auditors put AI to work while keeping professional judgment at the center.The DisruptorsWith Liz FarrFor CPA TrendlinesAs AI takes on more…
- The Quiet Fear Behind Accounting’s Growing Divide | Accounting Voices · 13 min · Season 6Leaders face growing questions about influence, identity, and professional relevance.Accounting VoicesWith Rob BrownAn accounting firm can keep its clients, meet its deadlines…
- Your Next Hire Might Not Be an Accountant | It's Not Just the Numbers · 38 min · Season 8An AI engineer can help accounting teams tackle bottlenecks, streamline workflows, and build capacity.It's Not Just the NumbersWith Penny Breslin and Damien GreatheadFor CPA…
- Hannah Hood and Joey Kinney: Your Accounting Career Starts Before Your First Job Offer | Accounting Conversations · 53 min · Season 8Practical experience, thoughtful questions, and strong communication help students build careers that reach beyond the classroom.Accounting ConversationsWith Chayton FarleeCenter…
- Loyalty Tax: Accounting's Lose-Lose Incentive System | Big 4 Transparency · 13 min · Season 6Employees lose stability and firms lose money through churnBig 4 TransparencyBy Dominic Piscopo, CPAFor CPA TrendlinesA growing body of compensation data suggests that accounting…
- Karen Reyburn: Use Your Creativity as a Competitive Advantage | The Disruptors · 1 h 5 min · Season 8Curiosity, problem-solving, and creative habits help strengthen marketing, improve client experiences, and bring more humanity to an AI-driven profession.The DisruptorsWith Liz…
- Would You Fire Your Firm as a Client? | Accounting Voices · 12 min · Season 6Technology, consolidation, and changing expectations expose weaknesses in business strategies.Accounting VoicesWith Rob BrownAccountants help clients plan for growth, manage…
- How to Survive Tax Season Without Burning Out Your Teams | It's Not Just the Numbers · 42 min · Season 8The expectation that tax preparation can happen instantly is creating real pressure.It's Not Just the NumbersWith Penny Breslin and Damien GreatheadFor CPA TrendlinesTax season…
- Who's Qualified to Advise? | ARC · 48 min · Season 8ARC hosts debate credentials, accountability, and the risks of advice that exceeds a provider’s expertise.Accounting ARCWith Liz Mason, Donny Shimamoto, and Byron PatrickCenter…
- Randy Crabtree: What if Vulnerability's What Leaders Need Most? | MOVE Like This · 40 min · Season 8When leaders admit they don’t have all the answers, they create room for others to contribute.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines ResearchRandy Crabtree…
- Logan Graf: Build a Modern Accounting Business, Not a Job | The Disruptors · 55 min · Season 8"People don't want to work themselves to death for a third of the year."The DisruptorsWith Liz FarrFor CPA TrendlinesLogan Graf, owner of The Graf Tax Co and founder of the…
- Jaimie Nichols: She Left Firm Life. Two Years Later, She Works Less Than 20 Hours a Week. | Big 4 Transparency · 40 min · Season 6"I make more money now, but more importantly, I'm not miserable."Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA TrendlinesJaimie Nichols expected her accounting practice to…
- “Set It and Forget It” Is Not an AI Strategy | It's Not Just the Numbers · 40 min · Season 8Accounting teams must ensure their people can recognize anomalies, challenge outputs, and apply sound judgment.It's Not Just the NumbersWith Penny Breslin and Damien GreatheadFor…
- When Accounting Changes Faster Than Your Career Plan | Accounting Voices · 14 min · Season 6The profession isn't slowing down, but accountants can build clarity, visibility, and career capital to move forward with greater control.Accounting VoicesWith Rob…
- Kassi Rushing: Firms that Move First Will Shape Accounting’s Future | Gear Up for Growth · 41 min · Season 8AI, talent development, pricing, and advisory services demand action now — even when leaders do not have all the answers.Gear Up for Growthwith Jean Caragherfor CPA TrendlinesThe…
- Stop Waiting for the Perfect Time to Get Involved | ARC · 36 min · Season 8Even a small volunteer commitment can deliver lasting professional and personal returns.Accounting ARCWith Donny Shimamoto and Byron PatrickCenter for Accounting TransformationA…
- Blake Christian: Why CPAs, Family Offices, & Investors Are Paying Attention to OZ 2.0 | Holistic Guide · 26 min · Season 8Proper entity structure, timing, and compliance are critical to maximizing the next phase of Opportunity Zone benefits.The Holistic Guide to Wealth ManagementWith Rory Henry…
- Rachel Anevski: Your Next Leader Will Not Develop by Accident | The Disruptors · 1 h 19 min · Season 8Replace informal succession practices with trained mentors and measurable opportunities for growth.The DisruptorsWith Liz FarrFor CPA TrendlinesFor decades, accounting teams have…
- Michael Hoover: Growth Without Discipline Comes at a Cost | Big 4 Transparency · 41 min · Season 6Disciplined choices, talent investment, and cultural alignment matter more than chasing every opportunity.Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA TrendlinesAs private…
- Your Org Just Announced a Major Change. Now What? | Accounting Voices · 16 min · Season 6Protect your credibility and career options by responding with calm, connection, and purpose.Accounting VoicesWith Rob BrownAn email arrives. A town hall appears on the calendar…
- Calvin Harris: The Future of Accounting Belongs to Those Willing to Rethink Everything | Gear Up for Growth · 41 min · Season 8Accounting teams should be intentionally designed around technology, outsourcing, and evolving organizational structures Gear Up for Growthwith Jean Caragherfor CPA…
- Tony Wilson: Career Options CPAs May Be Overlooking | Accounting Conversations · 34 min · Season 8Extraordinary opportunities lie ahead for those who combine accounting knowledge with curiosity, judgment, and business insight.Accounting ConversationsWith Chayton FarleeCenter…
- Donny Shimamoto: Build Careers That Bend, Not Break | MOVE Like This · 39 min · Season 8Flexible systems help accounting professionals remain, contribute, and advance when life’s responsibilities change.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines…
- Kenji Kuramoto: AI Agents Are Coming for SALY — and the Billable Hour | The Disruptors · 1 h 15 min · Season 8Intelligent agents will reshape accounting workflows, pricing models, employee development, and the value firms deliver to clients.The DisruptorsWith Liz FarrFor CPA…
- Jason Ackerman: The Roth IRA Mistakes That Can Cost Clients | The Concierge CPA · 46 min · Season 6The strategy may be simple, but the execution is not.The Concierge CPAWith Jackie MeyerIn this episode, Dr. Jackie Meyer, CPA, welcomes Jason Ackerman, CPA, CFP, CGMA, chief…
- Can AI Finally Tame the K-1? · 31 min · Season 8K1x Is Betting $175 Million on It.Full show notes hereBy Seth FinebergFor CPA TrendlinesK1x is putting $175 million in new investment behind an expansion of its K-1 technology…
- AI Isn’t Erasing Tax Careers. It’s Rewriting Them | ARC · 46 min · Season 8Firms must build new pathways that develop reviewers, judgment and client-facing skills.Accounting ARCWith Donny Shimamoto, Liz Mason, and Byron PatrickCenter for Accounting…
- Leah Yoneda: Stop Mistaking Networking for Business Development | MOVE Like This · 46 min · Season 8Sustainable growth comes from cultivating trust over time—not collecting contacts, memorizing sales scripts or forcing professionals into uncomfortable networking routines.MOVE…







