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CPA Trendlines Podcasts

CPA Trendlines
Accounting
Diversity, Equity, Inclusion, and Belonging
Mental Health
Accounting Profession
Microsoft Power BI
CPA Firms
CPE Today
Finance
Artificial Intelligence
Tax
Automation Tools
Corporate Culture
Charitable Giving
Microsoft Powerpoint
Value Pricing
Blockchain Technology
Technology
Work-Life Balance
Business Intelligence
Geni Whitehouse

Exclusive information. Extraordinary insight.See all podcast episodes here: 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 ou... more

PublishesDailyEpisodes596Founded5 years ago
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Listen to this Podcast

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Latest Episodes

Firms built on heroics instead of systems eventually crack.

The Disruptors

With Liz Farr

Ashley Carroll thinks burnout is a design flaw, not a personal failing.

“I’m a big believer that burnout is a business model flaw,” she says. In response, Ca... more

Firms that prioritize, listen, and align position themselves for better long-term outcomes.

By Rory Henry CFP®, BFA™

For CPA Trendlines

Phil Whitman, President and CEO of Whitman Advisory, works with hundreds of CPA firms and more than 230 strateg... more

AI's already in the workflow. The question is: Do you know what it’s doing?

It's Not Just the Numbers

With Penny Breslin and Damien Greathead

For CPA Trendlines

Artificial intelligence has arrived in accounting, but not in the way many expected. ... more

YouTube

Influence is becoming career insurance for professionals.

Accounting Voices

With Rob Brown

The accounting profession does not suffer from a lack of technical expertise. What it faces instead is a growing relevance gap.

* MORE Accounting Influenc... more

YouTube

Key Facts

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WSJ What’s NewsThe Wall Street Journal

Recent Guests

Acen Hansen
Managing Director of Legacy Integrated, a wealth management firm
Legacy Integrated
Episode: Acen Hansen: You’re Not Too Rich for a Backdoor Roth | The Concierge CPA
ZeNai Savage
CPA, author and community advocate
Episode: ZeNai Savage: Using Your License as a Megaphone | ARC - SLC
Dr. Sean Stein Smith
An internationally recognized voice, a Forbes contributor, CPA, researcher, and author, educating on emerging technologies like crypto, blockchain, and AI.
Lehman College
Episode: Dr. Sean Stein Smith: Blockchain, AI, and the Future of Advisory | Holistic Guide to Wealth Management
Stacie Kwaiser
CEO of Rehmann with nearly 30 years of experience at the firm.
Rehmann
Episode: Stacie Kwaiser: The Real Reason People Stay—or Leave | MOVE Like This
Eric Majchrzak
CEO of BeachFleischman and named one of the top 100 most influential people in accounting by Accounting Today
BeachFleischman
Episode: Eric Majchrzak: Marketer-Turned-CEO Redesigns the Modern CPA Firm | Gear Up For Growth
Art Werner
Tax guru and expert on tax legislation
Episode: Section 179 Supercharged | Quick Tax Tip
Dan Haylett
Author of the book, The Retirement You Didn't See Coming, and host of the podcast, Humans Versus Retirement.
Episode: Dan Haylett: Redefining Success in Retirement | Holistic Guide to Wealth Management
Carrie Steffen
Chief Executive Officer of the Iowa Society of CPAs
Iowa Society of CPAs
Episode: Carrie Steffen: Leadership Is About Energy, Not Tenure | Gear Up For Growth
Ron Baker
Pricing strategist and recovering CPA
The Soul of Enterprise
Episode: Coupons, Tiers, and “Student Discounts” - Interpreting Pricing Psychology | ARC - SLC

Reviews

3.8 out of 5 stars from 10 ratings
  • We’re Tuning in Every Day!

    Rock your world with these new voices and visionaries every day. We’re re-making our firm and the people CPA Trendlines features are an inspiration. Besides, it’s real-world practical from real, live practicing professionals like us. They’ve got it figured out and we’re learning something new every time. Best of all, the stuff works! Weve .

    Apple Podcasts
    5
    Sagabonacker
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The show is praised for its focus on actionable intelligence, which is highly valued by its audience of busy professionals.
Listeners appreciate the practical and relevant insights shared by industry professionals, highlighting the podcast's ability to inform and inspire action in their professional lives.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Megan Leesley: Think Your Clients Won't Pay More? Think Again | Gear Up For Growth
Q: How do you see that happening?
It depends on knowing your ideal client and committing to a more proactive approach to learning and delivering valuable advisory services that cater to their needs.
Megan Leesley: Think Your Clients Won't Pay More? Think Again | Gear Up For Growth
Q: Why is the opportunity to offer advisory services so great now?
The opportunity to offer advisory services is significant now due to advancements in AI and clients' increasing desire for expertise that assists them with complex tax regulations and achieving their financial goals.
Ron Baker: Transformation Economy Will Redefine Accounting | Gear Up For Growth
Q: What will it take tomorrow to begin shifting towards this transformation model?
Start using language that conveys we're guiding clients to a desired future state, and consider moving to a subscription model.
Ron Baker: Transformation Economy Will Redefine Accounting | Gear Up For Growth
Q: What is the threshold a firm has to cross to be able to provide services and create client transformations?
It starts with a mindset change where firms stop thinking about traditional service scopes.
Ron Baker: Transformation Economy Will Redefine Accounting | Gear Up For Growth
Q: What was your motivation to form THRESHOLD?
We are moving into a new economic era defined by transformational offerings.

Audience Metrics

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Listeners per Episode
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Frequently Asked Questions About CPA Trendlines Podcasts

What is CPA Trendlines Podcasts about and what kind of topics does it cover?

The content consistently provides insights into the accounting, finance, and tax professions, focusing on contemporary challenges, experiences, and innovations. Topics often span from technological advancements like artificial intelligence and blockchain to practical advice on leadership, client relations, and improving work-life balance within the industry. The podcasts feature discussions that emphasize real-world applications, drawing on the expertise of seasoned professionals who share personal anecdotes, enabling listeners to better navigate their careers and organizations. With an emphasis on actionable intelligence and professional development, the discussions are tailored to equip listeners with the knowledge needed to confront emer... more

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How many listeners does CPA Trendlines Podcasts get?

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Which podcasts are similar to CPA Trendlines Podcasts?

These podcasts share a similar audience with CPA Trendlines Podcasts:

1. The Accounting Podcast
2. Talking Tax
3. Small Business Tax Savings Podcast
4. WSJ Tech News Briefing
5. WSJ What’s News

How many episodes of CPA Trendlines Podcasts are there?

CPA Trendlines Podcasts launched 5 years ago and published 596 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on CPA Trendlines Podcasts?

Recent guests on CPA Trendlines Podcasts include:

1. Acen Hansen
2. ZeNai Savage
3. Dr. Sean Stein Smith
4. Stacie Kwaiser
5. Eric Majchrzak
6. Art Werner
7. Dan Haylett
8. Carrie Steffen

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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