Best CPA Trendlines Podcasts (2025)

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How Accounting Leaders Build Influence Without a Big Four Resume | Accounting Influencers 17:25

1d ago17:25

17:25

...And the 8 emerging leadership paths that can help you rise to the top... Accounting Influencers With Rob Brown In the world of accounting, influence is no longer the exclusive domain of Big Four alumni or Ivy League pedigrees. Each December, Accounting Today releases its Top 100 Most Influential People list, highlighting leaders who shape the pr…

1
Go PRO: Get full sitewide access with today's best offer 1:19

2d ago1:19

1:19

Attention CPAs and accounting pros! Are you ready to take your practice to the next level? Then it’s time to upgrade to CPA Trendlines PRO Membership—your all-access pass to premium insights, strategies, and tools designed just for YOU! See today 's best PRO offers here. Get exclusive access – Over 10,000 articles, tools, and expert guidance—keepin…

1
Alex Miller: Marketing Success Depends on Curiosity, Collaboration, and Client Experience | Capstone Conversations 33:12

2d ago33:12

33:12

Understanding the full picture delivers higher ROI. Capstone Conversations By Jean Caragher For CPA Trendlines In this episode of Capstone Conversations with Jean Caragher of Capstone Marketing, Alex Miller, marketing manager at Lanigan Ryan and the Association for Accounting Marketing’s 2025 Volunteer of the Year, shares powerful insights about th…

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True Grit: Recognizing Struggles That Shape Our Successes | ARC 54:06

3d ago54:06

54:06

The ARC team spills their messiest moments and why grit—not perfection—matters most. Accounting ARC With Byron Patrick, Liz Mason, and Donny Shimamoto Center for Accounting Transformation In the latest episode of Accounting ARC, hosts Donny Shimamoto, CPA.CITP, CGMA; Liz Mason, CPA; and Byron Patrick, CPA.CITP, CGMA, lay down their professional arm…

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Art Werner: The Hidden Tax Hike for Accountants in Trump’s “Big Beautiful Bill” | Quick Tax Tip 3:53

4d ago3:53

3:53

"Every bill hides a tax increase." Quick Tax Tip With Art Werner CPE Today Trump’s new “Big Beautiful Bill” might look like a win for taxpayers...but not so fast. For accountants, lawyers, consultants, and other professional service providers, it could bring a stealthy tax hike. Click here for more Art Werner In this episode of Quick Tax Tip, exper…

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Stay Employable in the Age of AI | Accounting Influencers 13:36

4d ago13:36

13:36

Plus, get 20 key takeaways, including life after layoffs. Accounting Influencers With Rob Brown As technology transforms the accounting profession, jobs are being redefined—or eliminated altogether. In this episode of Accounting Influencers, host Rob Brown unpacks the wave of layoffs sweeping through the Big Four and leading software providers and …

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Yoss: Don't Let a Crash Wreck You| Quick Tech Talks 2:05

5d ago2:05

2:05

Back up your data in 10 minutes or less. It could be the most important thing you do today. Quick Tech Talk With Steve Yoss CPE Today In the latest episode of Quick Tech Talks, you’ll learn why backing up your data isn’t just for IT professionals or large companies—it’s something anyone can do in just 10 minutes, using tools you likely already have…

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Martha Yasso: From Wall Street Warrior to Main Street Ally | The Disruptors 48:02

5d ago48:02

48:02

Your real ROI comes from relationships, not spreadsheets. The Disruptors With Liz Farr Martha Yasso didn’t just balance billion-dollar books — she watched businesses crumble under them. CPA TRENDLINES CELEBRATES: The 100th Episode of The Disruptors MORE Jackie Meyer and The Concierge CPA MORE STREAMING: Jackie Meyer: Tax Plans in 90 Seconds? Believ…

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Crosby, Johnston: A Human-First, Tech-Forward Future | Holistic Guide to Wealth Management 47:55

6d ago47:55

47:55

Research shows that money activates more areas of the brain than sex, death, politics, or religion. By Rory Henry CFP®, BFA™ For CPA Trendlines A recent McKinsey study found that the demand for holistic financial advice increased 60% from 2018 to 2023. Meanwhile, another McKinsey study projected a shortage of 100,000 financial advisors by 2034. Tha…

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Reza Hooda: Model a 7-Figure Firm in 10Hrs/Week | The Concierge CPA 34:17

6d ago34:17

34:17

Building a firm should provide time, money, and freedom. The Concierge CPA With Jackie Meyer For CPA Trendlines In this conversation, Dr. Jackie Meyer, CPA and Reza Hooda, Coach & Mentor to Accountants with The Profitable Accountants Community, discuss the transformative journey of Hooda from a traditional accounting background to modernizing his p…

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Deal or No Deal? The P.E. Dilemma for Firms | Accounting Influencers 23:55

8d ago23:55

23:55

Leaders must decide whether to follow the money—or protect their independence. Accounting Influencers With Rob Brown In a striking shift that’s redefining the accounting profession, private equity is no longer circling—it’s landed. On a recent episode of the Accounting Influencers Podcast, host Rob Brown breaks down what might be the most transform…

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Kristen Lewis: Growth Strategy that Actually Works | Capstone Conversations 29:48

10d ago29:48

29:48

To turn disruption into opportunities, get marketers to the table "early and often." Capstone Conversations By Jean Caragher For CPA Trendlines Kristen Lewis, Managing Director of Marketing for EisnerAmper and the 2025 Association for Accounting Marketing (AAM) Marketer of the Year, joins Jean Caragher on Capstone Conversations to share lessons fro…

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More Admins, Fewer Students, No Plan | ARC 36:29

11d ago36:29

36:29

Hosts call out the fiscal dysfunction behind America’s school meltdown. Accounting ARC With Byron Patrick, and Donny Shimamoto When CNBC published a video examining why U.S. public schools are facing severe budget shortfalls, it sparked a passionate accounting conversation. On the Accounting ARC podcast, co-hosts Donny Shimamoto, CPA.CITP, CGMA, an…

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Art Werner: Use This Window Wisely | Quick Tax Tip 2:30

12d ago2:30

2:30

...Before year-end chaos returns... Quick Tax Tip With Art Werner CPE Today Busy season is behind us. Year-end reporting deadlines haven’t hit yet. That makes right now the sweet spot for strategic client outreach—and tax professionals shouldn’t waste a second of it. Click here for more Art Werner In the latest episode of the Quick Tax Tip podcast,…

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BPM CEO Jim Wallace: Cracking the Code on Inclusion | MOVE Like This 44:03

12d ago44:03

44:03

“You can have inclusion without belonging, but it’s not going to stick. People need to feel they matter.” MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines In this episode of MOVE Like This, host Bonnie Buol Ruszczyk talks with Jim Wallace, CEO of BPM, about how the firm has embedded diversity, equity, inclusion, and belonging (DEIB) into…

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Yoss: You Need a REAL Data Backup Plan - Right Now | Quick Tech Talks 2:05

13d ago2:05

2:05

A brief disruption could cost you thousands. A complete failure could cost you everything. Quick Tech Talk With Steve Yoss CPE Today In the digital era, your data is your most valuable asset. Whether you're serving clients, analyzing operations, or simply keeping your business afloat, uninterrupted access to accurate data is essential. But what hap…

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Jackie Meyer: Tax Planning in 90 Seconds? Believe It | The Disruptors 45:27

13d ago45:27

45:27

Boundaries, balance, and tech-powered efficiency are key to more fulfilling work. The Disruptors With Liz Farr Jackie Meyer envisions a future where every taxpayer “has some kind of democratized access to tax-saving ideas.” Those on the lower end of the income spectrum might be able to upload their 1040s for an instant readout of missed tax saving …

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DiJoseph and Mazabel: Estate Planning Is the New Advisory Service Power Play | Holistic Guide to Wealth Management 47:04

14d ago47:04

47:04

Connecting the dots between behavior, legacy, and tax strategy unlocks greater trust—and stronger returns—for clients. By Rory Henry CFP®, BFA™ For CPA Trendlines In today’s evolving advice landscape, being an expert in investment portfolios or tax returns is just table stakes. To stand out in a crowded field, you must be able to think at least two…

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Chris Papin: A Bold Blueprint for the Modern Firm | The Concierge CPA 30:04

14d ago30:04

30:04

This interdisciplinary approach offers a glimpse into the future of the accounting profession. The Concierge CPA With Jackie Meyer For CPA Trendlines In this episode of The Concierge CPA, host Jackie Meyer introduces an extraordinary guest who truly embodies the term concierge advisor. Meet Chris Papin—CPA, attorney, insurance producer, and all-aro…

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Nick Huber: From Noise to Noteworthy | Accounting Influencers 25:31

16d ago25:31

25:31

Ditch bland blogs and craft content that actually converts. Accounting Influencers With Rob Brown In this Accounting Influencers episode, Nick Huber—former Financial Times journalist and expert in content strategy—calls out the elephant in the accounting marketing room: most firm content is forgettable. But it doesn’t have to be. More Accounting In…

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Kimberly Ellison-Taylor: Why Small Firms Hold the Key to Accounting’s Talent Crisis | Gear Up For Growth 35:10

17d ago35:10

35:10

They're not leaving the firm. They're leaving you. Gear Up for Growth With Jean Caragher For CPA Trendlines What’s driving talent out of accounting firms? According to Kimberly Ellison-Taylor, CPA, CGMA, CITP, CISA, everything from outdated leadership to untold success stories is pushing promising professionals away. In this episode of Gear Up for …

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The Hidden Reason You're Exhausted | ARC 38:42

18d ago38:42

38:42

Discover the link between triggers, burnout, and the power of saying “not right now.” Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Let’s be honest: the accounting profession isn’t exactly known for work-life balance. Long hours, tax season sprints, and "just one more thing" emails can leave …

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Hannah Munro: Real Reasons Change Fails | Accounting Influencers 31:33

19d ago31:33

31:33

From unclear goals to digital missteps, this episode outlines what it takes to transform with confidence. Accounting Influencers With Rob Brown Change isn’t slowing down. It’s speeding up. And according to Hannah Munro, that’s precisely why finance professionals can’t afford to treat transformation as a one-time event. More Accounting Influencers w…

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Chris Vanover: Audit, Rebranded: Now with 100% Less Misery | The Disruptors 49:53

20d ago49:53

49:53

CPAClub is doing what few dared: killing the billable hour, shrinking the workweek, and proving that audit doesn’t have to suck. The Disruptors With Liz Farr Public accounting has long had a reputation for being slow to change, but in the world of audit, that pace has been glacial. Chris Vanover, CPA, founder and president of CPAClub (formerly Audi…

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Johnston: Private Equity, Shady Vendors, and Broken Software | Accounting Influencers 23:28

23d ago23:28

23:28

"We've got a real problem. And no easy fix." Accounting Influencers With Rob Brown The accounting profession is undergoing a seismic shift—and not all of it bodes well for those who value independence, innovation, or client service. In this episode of Accounting Influencers, veteran tech strategist Randy Johnston, shareholder at K2 Enterprises, rev…

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Anshul Agrawal: Gain a Competitive Edge Through Direct Ownership Offshoring | Gear Up For Growth 35:54

24d ago35:54

35:54

Get more control, greater flexibility, and a path to smarter growth. Gear Up for Growth With Jean Caragher For CPA Trendlines In this episode of Gear Up for Growth, powered by CPA Trendlines, Anshul Agrawal, founder of June15 Consulting, shares how direct ownership offshoring is helping CPA firms unlock long-term value and sharpen their competitive…

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What Career Advice Gets Wrong for Gen Z—and How to Fix It | ARC 51:27

25d ago51:27

51:27

Learn why today’s students want more than titles—and how employers should respond. Accounting ARC With Arpan Grewal and Harshita Multani Center for Accounting Transformation Accounting ARC: Student-Led Conversations isn’t just another student podcast—it’s a cross-generational wake-up call. In this episode, business students Arpan Grewal and Harshit…

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Embrace the Machines | Accounting Influencers 11:48

26d ago11:48

11:48

Forward-thinking firms transform disruption into dominance. Accounting Influencers With Rob Brown In a profession built on precision, trust, and timeless principles, a disruptive force has arrived—and it’s not just another regulation. It’s technology. Automation, AI, and machine learning are redefining accounting at a rapid pace, sparking a pressin…

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Angela Oakley: Strengths-Based Coaching Fuels Engagement | MOVE Like This 28:52

26d ago28:52

28:52

“When people see their strengths clearly for the first time, they feel seen, and that changes everything.” MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines At Clark Nuber, developing talent is more than a bullet point on a strategic plan; it's woven into the fabric of how the firm operates. Angela Oakley, director of the firm’s Talent Ad…

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Erica Goode: Build a $200K Firm in 15 Hours a Week | The Disruptors 48:23

27d ago48:23

48:23

Thrive with a lean schedule, happy clients, and a calm home life. The Disruptors With Liz Farr Erica Goode was exhausted and burned out as a corporate accountant and mom of two young children. “I could not figure out a sane way to operate a 50-hour work week and raise two kids and have a spouse who worked a 50-hour work week,” Goode explains. “I do…

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Fineberg, Hecker: How CPAs Are Filling the 100,000-Wealth Advisor Gap | Holistic Guide to Wealth Management 47:39

28d ago47:39

47:39

Sponsored by CPA Trendlines Pro Membership – See Today’s Special Offer By Rory Henry CFP®, BFA™ For CPA Trendlines As Teddy Roosevelt once said, “People don’t care how much you know until they know how much you care.” When people ask why more accountants are incorporating holistic finance services into their practices, it’s because they’re realizin…

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Guess Who’s in Ideal Position to Fill the Coming Shortage of Financial Advisors? | Holistic Guide to Wealth Management 47:08

28d ago47:08

47:08

With a looming shortage of 100,000 financial advisors, CPAs have a once-in-a-generation opportunity to fill the gap. By Rory Henry CFP®, BFA™ For CPA Trendlines As Teddy Roosevelt once said, “People don’t care how much you know until they know how much you care.” Roosevelt made that comment over a century ago, but it remains highly relevant today. …

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Experts Call for Industry Overhaul | Accounting Influencers 56:27

30d ago56:27

56:27

Top minds in accounting push for systemic reform, more innovative tech, and a human-first workplace. Accounting Influencers with Rob Brown While many firms report strong financials and steady client demand, an urgent conversation is happening behind the scenes—one that questions whether traditional business models, outdated technology, and uninspir…

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Carl Peterson: Succession or Stagnation? | Gear Up For Growth 35:49

1M ago35:49

35:49

AICPA’s Peterson sounds the alarm for small firms. Gear Up for Growth With Jean Caragher For CPA Trendlines In a farewell interview on Gear Up for Growth, powered by CPA Trendlines, Carl Peterson, vice president of Small Firm Interests at the AICPA, shares hard-earned insights with Jean Caragher, president of Capstone Marketing, from his 14-year te…

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Your Identity Is Not a Liability | Accounting ARC 37:00

1M ago37:00

37:00

Silence, shame, and outdated policies still shape the profession—but we rise anyway. Accounting ARC With Liz Mason and Donny Shimamoto Center for Accounting Transformation In a stirring Pride Month episode of the Accounting ARC podcast, Liz Mason, CPA, and Donny Shimamoto, CPA.CITP, CGMA, confront what it really means to belong in a profession stil…

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Will the "Big, Beautiful Bill" Pass? Why 80% Might Become Law—and What Accountants Need to Watch | Quick Tax Tip 3:03

1M ago3:03

3:03

Compromise, party discipline, and presidential influence could make this bill one of the most impactful yet. Quick Tax Tip With Art Werner CPE Today When major tax reform is introduced, it's easy to assume the process is straightforward: the House writes a bill, the Senate reviews it, and Congress either passes or blocks it. But the truth is much m…

1
Go PRO! 1:19

1M ago1:19

1:19

Attention CPAs and accounting pros! Are you ready to take your practice to the next level? Then it’s time to upgrade to CPA Trendlines PRO Membership—your all-access pass to premium insights, strategies, and tools designed just for YOU! Get exclusive access to over 7,000 articles, tools, and expert analyses—keeping you ahead of the curve in practic…

1
Write Your Way to the Top: The Career Move Most Overlook | Accounting Influencers 14:57

1M ago14:57

14:57

What's the best professional step in accounting? It's free, powerful—and you're probably not doing it. Accounting Influencers with Rob Brown Want to stand out in your firm? Build a loyal client base? Attract speaking gigs, promotions, or even media opportunities? In this episode of Accounting Influencers, the answer isn’t more certifications or hou…

1
Randy Crabtree: Live at the Intersection of Passion and Skill | The Disruptors 53:52

1M ago53:52

53:52

Abandon rigid roles and redefine success on your own terms. The Disruptors With Liz Farr Randy Crabtree believes the biggest shift accounting needs isn’t in technology or tax law—it’s in mindset. For decades, the profession has prized consistency and predictability. But in a time of demographic disruption and rapid innovation, Crabtree argues that …

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How to Save $8 Million in Estate Taxes with One Strategic Move (Before 2026) | The Concierge CPA 52:13

1M ago52:13

52:13

The Concierge CPA With Jackie Meyer For CPA Trendlines In this conversation, Dr. Jackie Meyer and Justin Baker delve into the intricacies of estate tax planning, discussing the current landscape of estate tax exemptions, the role of CPAs in estate tax planning, and the importance of proactive engagement with clients. More Jackie Meyer They explore …

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Brannon Poe: PE Drives Demand--And Change | Accounting Influencers 25:51

1M ago25:51

25:51

What forces are really driving firm sales—and what separates the sellable from the stagnant? Accounting Influencers with Rob Brown The great reshuffle in accounting is underway. With three-quarters of the profession approaching retirement age and M&A activity reaching historic highs, many firm owners are asking the same question: What’s my practice…

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Phil Whitman: No PE? No Problem. How CPA Firms Can Stay Fiercely Independent | Gear Up For Growth 45:50

1M ago45:50

45:50

Can CPA firms still stay independent? Yes—but only if they get serious. Gear Up for Growth With Jean Caragher For CPA Trendlines In the latest episode of Gear Up for Growth, host Jean Caragher sits down with industry powerhouse Phil Whitman—CEO of Whitman Transition Advisors and founder of C-Suite Impact—to tackle one of the accounting profession’s…

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What Happens in Vegas… Gets Reported on a Tax Return | ARC 37:48

1M ago37:48

37:48

You can serve brothels, cannabis firms, and poker pros—just don’t cross the legal line. Accounting ARC With Liz Mason and Byron Patrick Center for Accounting Transformation Accountants are often seen as the gatekeepers of financial integrity—but what happens when the client operates a strip club, sells cannabis, or works in legal sex work? In the l…

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Turn Conference Season Into Career Gold | Accounting Influencers 14:36

1M ago14:36

14:36

Break down the strategy behind smart networking, brand building, and true ROI at live events. Accounting Influencers with Rob Brown Do you really know how to work a conference? Sure, you’ve been to plenty—shook hands, sat through sessions, grabbed some swag. But in an era when time, travel, and training budgets are tight, attending a conference wit…

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Jennifer Harrity: The Business Case for Doing Good: ESG, B Corp & Real Returns | MOVE Like This 43:52

1M ago43:52

43:52

“We don’t need a few companies doing everything perfectly, we need everyone doing something. That’s how real change happens.” MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines In this episode of MOVE Like This, Jennifer Harrity, director of Sustainability at Sensiba, talks about how B Corp certification and ESG (Environmental, Social, and…

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McClelland and Telka: Women Ready to Rewrite the Rules of Accounting | The Disruptors 1:04:28

1M ago1:04:28

1:04:28

Representation isn't symbolic. It’s essential for the profession’s future. The Disruptors With Liz Farr Accounting pros Nancy McClelland, CPA, and Questian Telka, EA, are pulling back the curtain on what it really means to be a woman in the accounting world—with all the messy, maddening, and motivating moments that come with it. Their new podcast, …

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Matt Tait: The Monthly Close Should Be History | The Concierge CPA 53:19

1M ago53:19

53:19

Peek inside the firm powering real-time finance for 1,000+ companies with just 100 staff. The Concierge CPA With Jackie Meyer For CPA Trendlines In this episode of the Concierge CPA Podcast, Dr. Jackie Meyer interviews Matt Tait, founder and CEO of Decimal, a firm that leverages AI and technology to enhance accounting operations. Matt shares his jo…

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Terrell Turner: Every CPA Should Think Like an Entrepreneur | Accounting Influencers 29:18

1M ago29:18

29:18

The profession’s future belongs to those who step out of the back room and into the boardroom Accounting Influencers with Rob Brown Terrell Turner, CPA, co-founder of TLTurner Group, says the accounting profession is at a tipping point. In this episode of Accounting Influencers, Turner calls on accountants, bookkeepers, and CFOs to evolve from numb…

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Carla McCall: Create Leaders from Within | Gear Up For Growth 33:59

1M ago33:59

33:59

Self-awareness and self-reflection are key to discovering an authentic leadership style. Gear Up for Growth With Jean Caragher For CPA Trendlines In this episode of Gear Up for Growth, host Jean Caragher welcomes Carla McCall, managing partner of AAFCPAs and immediate past chair of the AICPA, for a candid conversation about one of the most pressing…

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Bonnie Buol Ruszczyk: The Quiet Crisis in Accounting - Losing the People We Need Most | Know-How Korner 37:50

2M ago37:50

37:50

MOVE’s latest project explores why even high-performing professionals are quietly exiting—and how firms can stop the leak. Know-How Korner With Amy L. Welch, APR, CAE Center for Accounting Transformation The accounting profession stands at a crossroads. Despite a steady influx of women into the field, their advancement into leadership continues to …

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