CPA Trendlines Podcasts

CPA Trendlines Podcasts

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

March 7, 2024 51 mins

Intentionality can bring freedom and joy.

The Disruptors
With Liz Farr

When Jason Blumer and Julie Shipp joined forces to build Blumer CPAs more than a decade ago, they eschewed the traditional partnership structure, where decision-making power depends on ownership percentage. Instead, Blumer said, “We figured out the ownership is a legal reflection of the companies, but they do not reflect anything we do ...

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Transformation Talks
With Donny Shimamoto
Center for Accounting Transformation

In the latest episode of Transformation Talks, renowned international speaker, leadership coach, and business consultant Scharrell Jackson emphasizes the pivotal role of Diversity, Equity, and Inclusion (DEI) in ensuring the sustainability of businesses across diverse industries. Jackson delves into the profound benefits of DEI, ext...

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Try for a 10-15% margin.

The Disruptors
With Liz Farr

Brandon Hall says that the reason accountants have such long and grueling busy seasons is that “firms try to make way too much money at tax prep.” Firms don’t have enough capacity to deliver on services, so everyone – including the partners – ends up working a ton of hours. 

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Safety's knowing you can pay the bills. Purpose is knowing there's something more.

The Disruptors
With Liz Farr

Amber Setter, the chief enlightenment officer for Conscious Public Accountants, started out as a Type A overachiever CPA, but after a few busy seasons, she realized that she "didn’t want to be an accountant anymore.”

Today she’s an executive leadership coach for accountants, helping them t...

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Where there are unmet needs, there are opportunities.

The Disruptors
With Liz Farr

James Graham’s firm, Richtr Financial Studio, gave up the billable hour 10 or 15 years ago, and points to that choice as something that made the biggest difference in his firm. 

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Fix Your Marketing and Fix Your Business.

The Disruptors
With Liz Farr

Karen Reyburn wants accountants to stop thinking “about marketing as this one-off thing where you tick little boxes,” but instead about how to use your marketing to connect to the human experience.

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The Disruptors
With Liz Farr

Getting the word out about client accounting services could help solve the staffing shortage, says Giles Pearson, CEO and co-founder of Accountests, an online knowledge-testing company that focuses on recruitment, selection and development assessments for chartered accountants, accounting graduates and candidates.

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Twyla Verhelst explains 'collaborative accounting.'

With Seth Fineberg
At Large for CPA Trendlines

FreshBooks is taking another step to evolve from being a cloud-based invoicing solution for gig workers to being more strongly considered a true accounting solution that accountants could use to collaborate with clients as their business needs evolve.

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Transformation Talks
With Donny Shimamoto
Center for Accounting Transformation

 Glen Harper, CPA, says businesses should be willing to reinvent themselves and that diverse perspectives can be a valuable asset. The owner of Harper & Company CPAs should know: He's had to embrace both philosophies to become successful.

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The Disruptors
With Liz Farr

Jina Etienne wants accountants to stop hiding behind our green eyeshades and all the stereotypes we share as CPAs. She practices “fearless inclusion,” which is the freedom to be yourself and to create the space for others to do the same.  
  

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The Disruptors
With Liz Farr

Chris Vanover is on a mission “to make accounting and auditing better.”

Initially, AuditClub helped firms mainly with quality control, but over time, that grew into offering fractional support on a subscription basis to audit firms that can’t find the talent they need. 

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The Disruptors
With Liz Farr

By age 35, Jason Deshayes, CPA/PFS, CFP, CKA, was already co-owner of a CPA firm in Albuquerque. He “hit the magic Shangri La that we’re all working for.” But it wasn’t right for him. He was bored with the long hours and felt he wasn’t growing. He wasn’t able to think about his firm the way he wanted to. So he and his partner sold their firm.  

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The Disruptors
With Liz Farr

Heather Satterley is well-known for being an accounting tech expert. But tech isn’t the only skill accountants need today and for the future. “You can have great technology skills, but if you don't have people skills and those softer skills, that's going to be a problem,” she said.   

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Innovation Insights
With Donny Shimamoto


Adrian Hong's journey into the realm of environmental, social, and governmental (ESG) reporting has been nothing short of inspiring. As the founder of Hong Consulting, LLC, his dedication to assisting companies with ESG reporting stems from a rich tapestry of experiences, all pointing to one common thread – the desire to help.

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The Disruptors
With Liz Farr

Too many accounting firms have “smart people doing stupid work,” according to Bill Penczak, a veteran sales and marketing professional. Think about the effort it takes to get an accounting degree and get your CPA, and contrast that with the years of mindless work that many new hires are required to do, especially if they go into audit, he said. 

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The Disruptors
With Liz Farr

Sandra Wiley has been speaking with firm owners and leaders for nearly three decades and clearly sees the need for change in the profession.

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The 150-hour rule is facing harsh criticism in the accounting staffing crisis.

With Steven Sacks
The NEW Fundamentals: Thriving in Disruption

There is a movement afoot by the state CPA societies to reconsider whether the fifth year of an accounting program that offers the student a Master’s in Accounting is worth the cost, not to mention the increased complexity of business requiring as much exposure and e...

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What to Start Doing Today to Be Fully Prepared for Next Tax Season... and Beyond. 

A CPA Trendlines Flash Briefing

Hosted by Seth Fineberg of AccountantsForward for CPA Trendlines

 

TOP TAKEAWAYS

  • Artificial intelligence.
  • Work smarter, not harder.
  • Managing tech expenses.
  • The fast track to rapid adoption.
  • Choosing the right tech for your firm's needs today and tomorrow.

YOUR PANEL OF EXPERTS


Chad Davi...

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The Disruptors
With Liz Farr
CPA Trendlines

Al Anderson is out to change audit as accountants know it. Auditors, he declares, are spending too much time being busy instead of being valuable. 

Anderson is preaching a revolutionary framework for audit leadership, described in his forthc...

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The Disruptors
with Liz Farr
for CPA Trendlines

When Scott Scarano lost a few good people at his firm, he knew he needed to change things. 

Instead of continuing to grow for the sake of growth, he overhauled his management approach 


“And things are better now at the firm, because we're not focused on growth,” but instead on “growing everybody,” incl...

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