CPA Trendlines Podcasts

CPA Trendlines Podcasts

CPA Trendlines Podcasts

CATEGORY: News
Exclusive information. Extraordinary insight. 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. 
  1. July 15, 2022
    24 min
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    Episode 419: Why the Future of Audit Is in Risk Advisory
    Say Goodbye to Traditional AuditInnovation InsightsWith Donny ShimamotoCPA Trendlines presents a Center for Accounting Transformation productionBecause audit work is nonlinear and highly complex, disparate work…
  2. July 15, 2022
    35 min
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    Episode 418: How Auditors Can Improve Efficiency and the Budget
    Innovation Insights, with Donny Shimamoto.CPA Trendlines presents a Center for Accounting Transformation productionInnovation Insights: Five clicks in five minutes? Sounds too good to be true – but automation c…
  3. May 08, 2022
    18 min
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    Episode 417: CPA Subscription Services: Is This Approach Here to Stay?
    Jamie Lopiccolo with Steven Sacks for CPA Trendlines Lopiccolo is the owner of a small Midwest firm that has been employing a subscription-based model to invoice clients for services rendered. The approach…
  4. May 06, 2022
    51 min
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    Episode 416: The Disruptors: Why Doing Nothing Is Not an Option, with Rob Brown
    If we don’t change, we'll be irrelevant, says Rob Brown.The DisruptorsWith Liz Farr for CPA TrendlinesIt’s a changing world, and if we don’t change with it, we will cease to be relevant, U.K.-based accounting p…
  5. April 29, 2022
    52 min
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    Episode 415: The Seller's Guide to Getting the Best Price for Your Firm
    Featuring Ira Rosenbloom, CPA (LR), "The Merger Master," with Rick Telberg, CPA Trendlines.More here: https://cpatrendlines.com/?p=97102Take-aways:Five Steps for Maximizing Your Sale Price.The ten signs your fi…
  6. April 27, 2022
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    Episode 414: Is it CAS or CAAS? Getting Clarity
    CPA Judy Trepeck tells Steve Sacks the idea of client accounting services (CAS) should really be called client accounting and advisory services (CAAS). If providing value-added services is the motivating f…
  7. April 19, 2022
    39 min
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    Episode 413: The Disruptors: Blake Oliver Sees a Ponzi Scheme Ready for Collapse
    The accounting firm's business model isn’t broken yet, but the pyramid is crumbling.With Liz Farr for CPA TrendlinesMore here: https://cpatrendlines.com/?p=96758Podcaster and enfant terrible Blake Oliver says t…
  8. April 08, 2022
    46 min
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    Episode 412: The Disruptors: Martin Bissett Argues for the "Commercialization" of the Tax and Accounting Profession
    With Liz Farr for CPA TrendlinesMore here: https://cpatrendlines.com/?p=96260 To win the staffing wars, accountants must develop a talent pipeline, practice advisor Martin Bissett tells Liz Farr in this ex…
  9. April 01, 2022
    34 min
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    Episode 411: The Disruptors: Brannon Poe Rejects the Status Quo
    The Disruptors: Brannon PoeA Special Series with Liz Farr for CPA TrendlinesBrannon Poe is the founder of Poe Group Advisors and the creator of Accounting Practice Academy. He began facilitating successful acco…
  10. March 28, 2022
    34 min
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    Episode 410: Disruptors: Accounting Nerds, Tap into Your Secret Super Powers
     Geni Whitehouse shows how to shift from a focus on mere data to priceless wisdom.With Liz Farrfor CPA TrendlinesCOVID showed us that we can do more than traditional services and that we can respond to cha…
  11. March 19, 2022
    12 min
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    Episode 408: How Private Equity Changes Everything
    Changing the way firms are structured, operated, and financially managedWith Steven SacksFor CPA TrendlinesThe CPA profession is entering another period of shifts in how firms will attain growth levels – the ma…
  12. March 12, 2022
    19 min
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    Episode 407: How FinTech Billions Are Re-Making the Accounting Business, with Rick Telberg for CPA Trendlines
    Venture capital and private equity are pouring billions into financial technology start-ups. And this business will never be the same. Here CPA Trendlines founder, publisher, and editor Rick Telberg tells…
  13. March 09, 2022
    35 min
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    Episode 406: Matt Wilkinson: Think Small to Think Big – The Disruptors with Liz Farr for CPA Trendlines
    The Disruptors with Liz FarrMore here: https://cpatrendlines.com/?p=94950Matt Wilkinson’s Take-AwaysPart of your marketing is attracting new talent. Make yourself look good talent as they do their due diligence…
  14. March 08, 2022
    19 min
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    Episode 409: Your Sales Tax Compliance Headaches Are Only Just Beginning
    With Rick TelbergFor CPA TrendlinesThe changes wrought by COVID are still rolling through the business world, pushing many of them into online commerce and cross-border sales, according to Liz Armbruester, seni…
  15. March 05, 2022
    25 min
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    Episode 405: Corey Schmidt on Re-Inventing Your Firm – The Disruptors with Liz Farr for CPA Trendlines
    The Disruptors with Liz FarrSee more here: https://cpatrendlines.com/?p=94934Corey Schmidt's Take-AwaysOffer your staff different paths to being successful.Pinpoint the talents you have on your staff, and nurtu…
  16. February 14, 2022
    31 min
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    Episode 404: Geraldine Carter: Saving Accountants from Themselves – The Disruptors with Liz Farr for CPA Trendlines
    The Disruptors with Liz FarrGeraldine Carter is on a mission to make accounting more attractive as a profession, and to make accountants more profitable, particularly soloists and small firms.In this episode of…
  17. January 28, 2022
    25 min
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    Episode 403: Re-Inventing the Accounting Firm with Tyler Anderson – The Disruptors with Liz Farr for CPA Trendlines
    With accounting talent so scarce, tax and accounting firms may be surprised to find untapped talents within their current staff, according to Tyler Anderson, partner and director of A&A innovation at Accoun…
  18. January 19, 2022
    12 min
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    Episode 402: Closing the Sale, with Sarah Dobek and Ty Hendrickson
    With Sarah Dobek and Ty Hendrickson for CPA TrendlinesMore here: https://cpatrendlines.com/2022/01/17/close-the-sale-getting-across-the-finish-line/Negotiating the terms of a new engagement can be intimidating…
  19. January 13, 2022
    29 min
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    Episode 401: The Disruptors: New Padgett COO Amanda Aguillard Explains How to Scale
    “Process, process, process” and other lessons in scaling an accounting business.With Liz FarrMore here: https://cpatrendlines.com/2022/01/13/the-disruptors-new-padgett-coo-amanda-aguillard-explains-how-to-scale…
  20. December 27, 2021
    16 min
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    Episode 51: Offshoring and Outsourcing, with Shawn Parikh
    Matt Solomon interviews Shawn Parikh about the world of Offshoring and Outsourcing in a Covid world and a post-Covid world.

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