Best CPA Practice Advisor Podcasts (2025)

1
Erica Goode: Build a $200K Firm in 15 Hours a Week | The Disruptors 48:23

20h 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…

1
Fineberg, Hecker: How CPAs Are Filling the 100,000-Wealth Advisor Gap | Holistic Guide to Wealth Management 47:39

1d 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…

1
Guess Who’s in Ideal Position to Fill the Coming Shortage of Financial Advisors? | Holistic Guide to Wealth Management 47:08

2d 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. …

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

3d 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
Experts Call for Industry Overhaul | Accounting Influencers 56:27

4d 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demand, an urgent conversation is happening behind the scenes—one that questions whether traditional business models, outdated technology, and uninspir…

1
Carl Peterson: Succession or Stagnation? | Gear Up For Growth 35:49

5d 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…

1
Your Identity Is Not a Liability | Accounting ARC 37:00

6d 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…

1
AICPA Doesn't Care If PCAOB Goes Away 57:57

6d ago57:57

57:57

What happens when venture capitalists spend billions on AI but need customers to buy it? In this episode, Blake and David explore how investment firms are now purchasing accounting firms to force-feed AI adoption, comparing it to Pepsi buying restaurants to sell more soda. They also dig into the massive gap between AI promises and reality, question…

1
Episode 141 – Alex Nottingham: Reducing Turnover, Empowering Teams, and Leading with Intention 43:17

7d ago43:17

43:17

This week, the Dental Amigos welcome Alex Nottingham, founder and CEO of All-Star Dental Academy, for a dynamic and thought-provoking conversation about what it really takes to build and lead a high-performing dental team. Drawing on his experience as a business leader, speaker, and coach, Alex shares practical insights on reducing costly staff tur…

1
Will the "Big, Beautiful Bill" Pass? Why 80% Might Become Law—and What Accountants Need to Watch | Quick Tax Tip 3:03

7d 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

7d 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

7d 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

8d 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 …

1
How to Save $8 Million in Estate Taxes with One Strategic Move (Before 2026) | The Concierge CPA 52:13

9d 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 …

1
Brannon Poe: PE Drives Demand--And Change | Accounting Influencers 25:51

11d 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…

1
The Death of the Financial Close: Aaron Harris on AI's Accounting Revolution 46:58

11d ago46:58

46:58

Live from the Sage Future conference in Atlanta, Aaron Harris, CTO of Sage, joins Blake and David to explain why he wants to completely eliminate the financial close rather than just make it faster. Harris breaks down the three waves of AI transformation in accounting—from task-based automation to generative AI to fully autonomous agents—and reveal…

1
Phil Whitman: No PE? No Problem. How CPA Firms Can Stay Fiercely Independent | Gear Up For Growth 45:50

12d 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…

1
Real Life Ways Accountants Use AI, How Sage Will Eliminate the Close 1:08:40

12d ago1:08:40

1:08:40

Blake and David return from Sage Future 2025 with insights into how AI is reshaping accounting—from eliminating the financial close to real-world use cases. They also cover Elon Musk and Donald Trump’s public breakup, the latest in Deel’s corporate spying allegations, Deloitte’s unapologetically intense work-life balance ad, and a billion-dollar “A…

1
What Happens in Vegas… Gets Reported on a Tax Return | ARC 37:48

13d 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…

1
Turn Conference Season Into Career Gold | Accounting Influencers 14:36

14d 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…

1
Jennifer Harrity: The Business Case for Doing Good: ESG, B Corp & Real Returns | MOVE Like This 43:52

14d 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…

1
The $400 Million Question: Should Congress Eliminate the PCAOB?(From the Earmark Podcast) 50:49

14d ago50:49

50:49

Earmark Media Presents a bonus episode of Earmark Podcast: What happens when Congress votes to eliminate the watchdog that's overseen public company audits for two decades? In this episode, Blake Oliver sits down with three leading accounting academics—Maureen McNichols from Stanford, Nemit Shroff from MIT, and Daniel Aobdia from Penn State—to exam…

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

15d 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, …

1
Matt Tait: The Monthly Close Should Be History | The Concierge CPA 53:19

16d 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…

1
Terrell Turner: Every CPA Should Think Like an Entrepreneur | Accounting Influencers 29:18

18d 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…

1
Carla McCall: Create Leaders from Within | Gear Up For Growth 33:59

19d 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…

1
Excel Still Trumps AI, Tariffs Under Threat, QBO Price Increases Justified? 1:27:12

20d ago1:27:12

1:27:12

What happens when a major newspaper publishes a summer reading list where only five of the 15 books actually exist? Blake and David explore this real example of AI-generated content gone wrong and what it means for accounting professionals who increasingly rely on automated tools. They break down QuickBooks' latest price increases, demonstrate how …

1
Bonnie Buol Ruszczyk: The Quiet Crisis in Accounting - Losing the People We Need Most | Know-How Korner 37:50

20d 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 …

1
Art Werner: Tax-Savvy Compensation with Smart Fringe Benefits | Quick Tax Tip 1:53

20d ago1:53

1:53

"Pseudo compensation” can reduce taxable income and optimize client outcomes. Quick Tax Tip With Art Werner CPE Today In this episode of Quick Tax Tip, tax planning authority Art Werner makes a compelling case for rethinking how accountants approach compensation—shifting the focus from traditional deductions to strategic use of fringe benefits. Cli…

1
Burn the Boats: The Partnership Model Is Dead | Accounting Influencers 16:12

21d ago16:12

16:12

Accounting firms must pivot to CEO-led structures or risk falling behind in the age of private equity and tech transformation. Accounting Influencers with Rob Brown In a bold new episode of the Accounting Influencers Podcast, host Rob Brown declares that the traditional partnership model in accounting is no longer fit for purpose. Instead, he argue…

1
Celebrating 100 Episodes of The Disruptors: Paul Dunn - From Standard to Stand Out to Stand For | The Disruptors 1:18:23

22d ago1:18:23

1:18:23

This milestone episode proves that accountants can change lives—and legacies—every single day. The Disruptors With Liz Farr In its milestone 100th episode, The Disruptors podcast pulls out all the stops with a powerful conversation featuring Paul Dunn, a four-time TEDx speaker, accounting innovator, and co-founder of the global giving platform B1G1…

1
Chad Koebnick: Tribal Tax Credit Promises, Pitfalls, and Proactive Planning | The Concierge CPA 40:19

23d ago40:19

40:19

With 40% discounts and zero clawbacks, this credit is turning heads—and raising eyebrows. The Concierge CPA With Jackie Meyer For CPA Trendlines In this episode, Dr. Jackie Meyer interviews Chad Koebnick, VP of Specialized Tax Services at Nepsis, about the innovative Tribal Tax Credit. More Jackie Meyer They discuss the mechanics of the credit, its…

1
Bold Action Urged on Talent, Tech, and Culture| Accounting Influencers 49:42

25d ago49:42

49:42

It's time to abandon outdated models and rethink everything. Accounting Influencers with Rob Brown The accounting profession is standing at a critical juncture. In a powerhouse panel for the Accounting Influencers Podcast, three industry leaders—David Osborne, CEO of Conga and former Caseware chief; Tom Hood, EVP of Business Engagement and Growth a…

1
Beyond the Hype: Real-World AI in Accounting and Finance 55:16

25d ago55:16

55:16

How close are we to expense reports that create themselves? In this crossover episode recorded live at Emburse in Motion, Blake Oliver explores real-world AI implementation with Adriana Carpenter, CFO of Emburse, and Olga Pavlova from PizzaExpress. Discover how PizzaExpress manages 350+ restaurant locations using AI to automatically flag policy vio…

1
Mitchell Reno: Client Experience as a Growth Driver | Gear Up For Growth 30:50

26d ago30:50

30:50

Firms with client experience programs see 19% higher growth rates, according to ClearlyRated study. Gear Up for Growth With Jean Caragher For CPA Trendlines Creating a truly differentiated client experience can be the key to standing out in a profession defined by trust, service, and technical excellence. That’s the message from Mitchell Reno, dire…

1
Episode 140 – Dee Fischer: Leading with Heart, Building with Systems, and Succeeding in Private Practice 45:06

27d ago45:06

45:06

Episode 140 – Dee Fischer: Leading with Heart, Building with Systems, and Succeeding in Private Practice by The Dental AmigosBy The Dental Amigos

1
Burnout, Be Gone: Accounting Needs a Boundary Breakthrough | ARC 38:42

27d ago38:42

38:42

Learn how to protect your time, energy, and sanity in a world of nonstop pings. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation In a profession that’s long celebrated overwork as a rite of passage, the Accounting ARC podcast team flips the script. In a recent episode, hosts Liz Mason, CPA; Donn…

1
One Big Beautiful Podcast Episode: Taxes, QuickBooks, & Tesla 1:03:05

28d ago1:03:05

1:03:05

What happens when Congress passes a $3.8 trillion deficit-increasing bill by just one vote while promising fiscal responsibility? Blake and David break down the "Big Beautiful Bill" and reveal who really benefits—spoiler alert: it's not the middle class or the national debt. They explore QuickBooks' aggressive new AI agents rollout with price hikes…

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