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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
Tax
Artificial Intelligence
Automation Tools
Finance
Corporate Culture
Charitable Giving
Microsoft Powerpoint
Value Pricing
Blockchain Technology
Work-Life Balance
Business Intelligence
Geni Whitehouse
Profitability

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

PublishesDailyEpisodes627Founded5 years ago
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Latest Episodes

Label intent, clarify tone and choose the right channel so feedback lands as coaching, not conflict.

Accounting ARC

With Liz Mason, Byron Patrick, and Donny Shimamoto

Center for Accounting Transformation

Leaders in accounting do not need to choose ... more

Advisory at Scale Requires Systems, Not Heroics. Plus 5 More Takeaways.

Complete show notes here

With Rory Henry CFP®, BFA™

For CPA Trendlines

When firms talk about innovation in accounting, they often start with technology. But in my conversation... more

YouTube

Why equity is the new standard for talent retention.

Big 4 Transparency

By Dominic Piscopo, CPA

For CPA Trendlines

Full show notes here

Jeremy Dubow, CEO and co-founder of Chicago-based Prosperity Partners, explains how entrepreneurship in account... more

YouTube

Decode your energy signals, redesign your calendar, and stay sharp even when you're running low.

Accounting ARC

With Liz Mason, Byron Patrick, and Donny Shimamoto

Center for Accounting Transformation

As the calendar flips and the pace of work accel... more

YouTube

Key Facts

Accepts Guests
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Recent Guests

Brannon Poe
Founder of Poe Group Advisors and host of the Accountants Flight Plan Podcast
Poe Group Advisors
Episode: Brannon Poe: What Private Equity Really Wants From CPA Firms | The Disruptors
Jan Lewis
Partner at BMSS Advisors and CPAs, Vice Chair of the AICPA
BMSS Advisors and CPAs
Episode: Jan Lewis: Workforce Development Is the Next CPA Imperative | Gear Up For Growth
Dr. Jackie Meyer
Founder and president of Tax Plan IQ, a SaaS software for tax advisory
Tax Plan IQ
Episode: OCR, Research Bots and Meeting Assistants: What Actually Helps This Year? | ARC
Caitlin Hobson
Assistant Professor of Accounting at Arkansas Tech University and researcher in public accountants' hope.
Arkansas Tech University
Episode: OCR, Research Bots and Meeting Assistants: What Actually Helps This Year? | ARC
Amber Schrock
Las Vegas Market Leader and Advisory Partner at Frazier & Deeter
Frazier & Deeter
Episode: Kristi Epp and Amber Schrock: Firms that Listen Keep Their People | MOVE Like This
Kristi Epp
Tax partner at Frazier & Deeter
Frazier & Deeter
Episode: Kristi Epp and Amber Schrock: Firms that Listen Keep Their People | MOVE Like This
Roman Kepczyk
Director of Firm Technology Strategy at Rightworks with nearly 30 years of consulting experience in accounting technology.
Rightworks
Episode: Roman Kepczyk: Technology IS the New Business Model | Gear Up For Growth
John Higgins
Founder and CEO of Higgins Advisory LLC, a nationally recognized thought leader, strategic advisor and speaker on accounting technology.
Higgins Advisory LLC
Episode: AI Exposes Weak Business Models | Gear Up For Growth
Alice Grey Harrison
Founder of AGH Consulting, specializing in change management for the accounting industry.
AGH Consulting
Episode: Change Fails in Silence | MOVE Like This

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 States2 years 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.

Nick Pasquarosa: From Door-to-Door Bookkeeping to a 1,000-Client Cloud Firm | Holistic Guide
Q: So what I think I'm hearing you saying, Bolt and the AI is able to take in all the data and then the small business owner can query the AI to receive answers.
Bolt stands for Business Optimization and Learning Technologies, and it helps small businesses get CFO level insights at an affordable price.
Nick Pasquarosa: From Door-to-Door Bookkeeping to a 1,000-Client Cloud Firm | Holistic Guide
Q: Can you talk about the integrations that you guys have and how you're thinking about technology in the roadmap here for Bookkeeper360?
We started first as a traditional firm... evolving into a customer-centric tech platform providing integrated solutions.
Jeremy Dubow: Raising the Bar for Talent | Big 4 Transparency
Q: Why do you think the accounting industry has been late to adopt equity compensation?
The industry has historically been steeped in tradition, often valuing long hours over innovative practices.
Jeremy Dubow: Raising the Bar for Talent | Big 4 Transparency
Q: Is equity compensation good for everybody?
It allows team members to potentially earn more and feel a sense of ownership in the company's success.
Jeremy Dubow: Raising the Bar for Talent | Big 4 Transparency
Q: What drove the decision to accept external investment into the firm?
The decision was driven by the need for technological advancement and the desire to offer competitive compensation packages to retain talent.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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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What are the audience demographics for CPA Trendlines Podcasts?

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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. Prof G Markets
3. The Diary Of A CEO with Steven Bartlett
4. Business Strategy for CPA's
5. Jason On Firms Podcast

How many episodes of CPA Trendlines Podcasts are there?

CPA Trendlines Podcasts launched 5 years ago and published 627 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact CPA Trendlines Podcasts?

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What guests have appeared on CPA Trendlines Podcasts?

Recent guests on CPA Trendlines Podcasts include:

1. Brannon Poe
2. Jan Lewis
3. Dr. Jackie Meyer
4. Caitlin Hobson
5. Amber Schrock
6. Kristi Epp
7. Roman Kepczyk
8. John Higgins

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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