Best CPA Practice Advisor Podcasts (2025)

1
The Year of the Advisor is Here | Accounting Influencers 53:29

5h ago53:29

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 Are firms ready to embrace the future or stuck in outdated models?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 hos…

1
Debits, Credits and Sniper Rifles: Reviewing the Accounting in The Accountant 1:00:27

2d ago1:00:27

1:00:27

In this bonus episode, David teams up with Caleb and Zach from Oh My Fraud to unpack the 2016 film The Accountant. Together, they explore how Hollywood portrays forensic accounting, internal controls, and what happens when your auditor brings a thermos full of sniper parts. Connect with David and Caleb https://www.linkedin.com/in/davidleary https:/…

1
Wade Clark: Stop Selling; Start Catalyzing | Gear Up For Growth 41:29

1d ago41:29

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 …

1
What Gen Z Wants from Business | ARC 32:40

2d ago32:40

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 ch…

1
AI Spreadsheets, IRS Mass Resignations, Recession Signs 1:21:10

4d ago1:21:10

1:21:10

Could AI be doing a day's work in just minutes for accountants? In this episode, Blake and David explore how accounting technology is revolutionizing traditional workflows, from Xero's new AI protocol that connects chatbots directly to accounting data, to Google's game-changing "I" function in Sheets that lets you analyze data with natural language…

1
Art Werner: Shift Gears Post-Tax Season | Quick Tax Tip 2:21

3d ago2:21

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 …

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

4d ago1:24:59

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 y…

1
Chris Farrell: The Hidden Bottleneck in Accounting? It’s Not Your Back Office | The Concierge CPA 49:16

5d ago49:16

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…

1
Why 70% of Transformation Projects Fail | Accounting Influencers 31:33

7d ago31:33

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 …

1
Ashley Kostos: How Skills Testing Could Be the Secret Weapon for Accounting Firms | MOVE Like This 33:28

8d ago33:28

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 c…

1
Firm Differentiation Depends Upon Client Service | Accounting ARC 40:09

9d ago40:09

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-h…

1
Art Werner: Are Your Clients Throwing Money Away? | Quick Tax Tip 3:33

10d ago3:33

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 …

1
DOGE Proves IRS Can Move 100X Faster Without Red Tape 1:35:29

12d ago1:35:29

1:35:29

What happens when a trade war meets bureaucratic red tape? In this episode, Blake and David dive into the explosive impact of 145% tariffs on Chinese goods and what it means for American businesses' bottom lines. Through real-world examples—from small retailers to tech giants like Apple—they break down how these policies could devastate supply chai…

1
Dave Kersting: Collaborate with Co-Firming | The Disruptors 48:33

12d ago48:33

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 …

1
David Spence: Create a Tax-Free Retirement in Economic Uncertainty | The Concierge CPA 47:08

12d ago47:08

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…

1
Hannah Munro: Leading Change in Our New VUCA Environment | Accounting Influencers 25:10

15d ago25:10

25:10

“If you think change is hard, try not changing and see what happens.” Accounting Influencers with Rob Brown In part one of this Accounting Influencers podcast, special guest Hannah Munro, managing director of transformation consultancy with ITAS and host of the CFO 4.0 podcast, joins the conversation to unpack the realities of change and transforma…

1
Secrets to Staying Relevant Revealed | Gear Up For Growth 56:03

16d ago56:03

56:03

Hall of Fame leaders share the lessons, mistakes, and trends shaping the future of firm growth. Gear Up For Growth With Jean Caragher For CPA Trendlines In a special episode of Gear Up for Growth, four Hall of Fame members from the Association for Accounting Marketing (AAM) reunite to reflect on how accounting marketing evolves—and to deliver advic…

1
Work Less, Earn More: Transforming Accounting into a Rewarding Career (from the Earmark Podcast) 1:02:46

17d ago1:02:46

1:02:46

Earmark Media Presents a bonus episode of Earmark Podcast: Join Blake Oliver as he interviews Yuri Kapilovich, a CPA who's cracked the code on balancing work and life in accounting. Discover how Yuri maintains a thriving practice while working just 10-15 hours per week outside tax season and a maximum of 40 hours during crunch time. Learn actionabl…

1
Surviving Tariff Turbulence | ARC 49:38

17d ago49:38

49:38

Shaky markets. Panicky clients. Accountants, it’s your time to shine. Accounting ARC With Liz Mason Center for Accounting Transformation President Donald Trump’s tariff announcement has sent shockwaves through the business community—and accountants are on the frontlines of the fallout. In the latest Accounting ARC podcast, Liz Mason, CPA, and Ron B…

1
Art Werner: How Donor-Advised Funds Empower Strategic Giving | Quick Tax Tip 3:18

18d ago3:18

3:18

Unlock the full value of charitable contributions with one of the tax code's most underused tools. Quick Tax Tip With Art Werner CPE Today What if you could give more, support your favorite causes for years to come, and still walk away with a sizable tax deduction—all in one smart move? Click here for more Art Werner That’s the opportunity donor-ad…

1
Liz Scott: Why Bookkeepers May Beat CPAs in the Race to Advisory Work | The Disruptors 1:04:54

19d ago1:04:54

1:04:54

The real value of accounting isn’t in the numbers but in the conversations we’re not having. The Disruptors With Liz Farr Liz Scott, like many other Disruptors, prefers keeping her firm small. “I did try and grow my firm to this million-dollar firm. And I found myself in a spot where I was managing 10 team members, and that's all that I had time fo…

1
The Crazy Calc of Trump's Tariffs & How to Make Fake Receipts With AI 1:32:37

20d ago1:32:37

1:32:37

Could AI-generated fake receipts upend expense reporting as we know it? In this eye-opening episode, Blake and David demonstrate live how easy it's becoming to create convincing financial documents with AI—from receipts to audit opinions. They break down why Trump's new "reciprocal" tariffs aren't what they seem (complete with meaningless Greek sym…

1
Divakar Vijayasarathy: Breaking Barriers and Scaling Success | The Concierge CPA 53:27

20d ago53:27

53:27

"Every problem looks big from a distance, and every opportunity looks small." The Concierge CPA With Jackie Meyer For CPA Trendlines For many, the road to success is paved with incremental progress. For Divakar Vijayasarathy, it was forged through sheer resilience, entrepreneurial grit, and an unyielding vision. In the latest episode of The Concier…

1
John Fenton: Unlock Your Leadership Mastery | Accounting Influencers 33:55

21d ago33:55

33:55

“Vulnerability takes courage, but it is the foundation of authentic leadership.” Accounting Influencers with Rob Brown In this episode of the Accounting Influencers Podcast, Rob Brown hosts John Fenton, former managing partner at BDO USA, leadership consultant, and “CEO Sensei.” Drawing from his experiences in accounting, athletics, and martial art…

1
Kimberly Ellison-Taylor: The Future of Inclusion in Accounting | MOVE Like This 38:38

23d ago38:38

38:38

"True inclusion isn’t about lowering standards; it’s about removing barriers so talent can rise." MOVE Like This With Bonnie Buol Ruszcyk For CPA Trendlines In an era where diversity, equity, and inclusion (DEI) have become increasingly politicized, the accounting profession faces a defining moment. With a growing talent shortage and increasing cli…

1
Crypto, Cash, or Chaos? The Fallout of an IRS-Free America | ARC 22:55

24d ago22:55

22:55

If visions of the new administration come to fruition, the IRS could also be on the chopping block. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation In a recent episode of Accounting ARC, hosts Donny Shimamoto, CPA.CITP, CGMA; Liz Mason, CPA; and Byron Patrick, CPA.CITP and CGMA explore the prov…

1
Art Werner: Why Tax Loss Harvesting Deserves a Fresh Look | Quick Tax Tip 3:42

25d ago3:42

3:42

Unpacks the basics—and the big misses—of capital gains planning. Quick Tax Tip With Art Werner CPE Today Many accounting professionals may recall the concept of tax loss harvesting from their very first income tax course. But this seemingly elementary strategy can have powerful implications—and far too many practitioners and clients are overlooking…

1
IRS Officials Claim Cuts Will Widen Tax Gap by $500 Billion 1:01:44

26d ago1:01:44

1:01:44

What happens when tax enforcement weakens? With 17% of millennials considering skipping their tax filing altogether, Blake and David dig into how IRS budget cuts might impact compliance and revenue. They analyze fascinating survey data revealing what taxpayers truly value when choosing between professional preparation and free options like Direct F…

1
Ashley Francis: AI's a Partner, Not a Replacement: The Disruptors 1:03:07

26d ago1:03:07

1:03:07

Don't be a vending machine for tax compliance. The Disruptors With Liz Farr Ashley Francis wants accountants to value their time and expertise. “I want accountants to stop thinking of themselves as just vending machines for tax knowledge and vending machines for tax compliance,” she says. “I'm not the default. You put a quarter in me, and I'm going…

1
Steve Yoss, Quick Tech Talk: Master Financial Forecasting with ETS 1:50

27d ago1:50

1:50

Predict future cash flows effortlessly with Microsoft Excel’s Forecast ETS function. Quick Tech Talk With Steve Yoss CPE Today Dive into one of Excel’s most powerful yet underutilized tools: the Forecast ETS function. Whether you're an accountant, financial analyst, or business owner, this function can transform the way you approach budgeting and f…

1
Adopt a Continuous Improvement Mindset to Stay Competitive | Accounting Influencers 30:14

29d ago30:14

30:14

"Embrace change and keep filling your tool belt with the best technology out there." Accounting Influencers with Rob Brown Jim Bourke, a recognized leader in accounting technology and a partner at Withum, shares his insights on the rapid transformation of the accounting profession in a recent episode of the Accounting Influencers podcast. With deca…

1
How Top Rainmakers Win Clients | Gear Up For Growth 47:34

1M ago47:34

47:34

Doing great work is no longer enough to ensure client retention. Sponsored by "TurboCharge Your Profits: How to Thrive in the New Economy," by Frank Stitely, CPA, CVA – See Today’s Special Offer With Jean Caragher For CPA Trendlines In a rapidly shifting business landscape, professional services firms face increasing pressure to develop new busines…

1
Episode 137 - The DSO vs. Private Buyer Debate with Brannon Moncrief of McLerran & Associates 52:24

1M ago52:24

52:24

This week, the Dental Amigos welcome Brannon Moncrief, the Principal and CEO of McLerran & Associates, who specializes in providing sell-side advisory to large dental practice owners seeking to monetize their businesses in private buyer sales or DSO transactions. Brannon has personally facilitated the sale of over 1,000 dental practices and is wide…

1
Why Accountants Must Master Tough Conversations | Transformation Talks 47:39

1M ago47:39

47:39

“Politics affects tax laws, compliance, and financial decisions. We can’t afford to ignore it." Transformation Talks With Donny Shimamoto Center for Accounting Transformation Politics and business have always been intertwined, but today’s climate of deep division presents new challenges for accounting professionals. Whether discussing tax policy, c…

1
Tax Turmoil and Opportunity: Breaking Down the Q1 2025 Tax Landscape| Quick Tax Tip 31:19

1M ago31:19

31:19

What do tax pros need to know about the uncertainty in Washington? Quick Tax Tip With Art Werner CPE Today With tax season in full swing, CPAs and tax professionals are juggling client returns and a rapidly shifting tax landscape. In the latest Quick Tax Tip, Art Werner joins Rick Telberg of CPA Trendlines to dissect the state of tax policy, IRS ch…

1
Fired IRS Workers Reinstated, Rippling v. Deel, DOGE Cuts Consultants 1:24:26

1M ago1:24:26

1:24:26

Blake and David dive straight into the headlines, starting with the controversial IRS workforce cuts and their potential impact on tax collections. They examine corporate espionage allegations between payroll companies Rippling and Deel, including a complex web of legal battles, Russian connections, and political involvement, and go on to discuss h…

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CPA Practice Advisor Podcasts

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