Podcast Episodes

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Season 6

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, strateg…

Published on 5 hours ago

Ron Baker: Burnout Ends When Accounting Finds Its True Purpose | The Disruptors

Season 6

CPAs can help guide four types of client transformation - and break through their own listlessness.

The Disruptors
With Liz Farr

Ron Baker has been pushing accountants to change how they think and how t…

Published on 8 hours ago

Fogelman, Maksymiw: Raise Rates, Lead with Vulnerability, and Harness AI | Holistic Guide to Wealth Management

Season 6

Firms that prioritize outcomes over hours are better positioned to innovate, retain clients, and empower teams.

By Rory Henry CFP®, BFA™
For CPA Trendlines

On the latest episode of The Holistic Guide to…

Published on 1 day, 8 hours ago

Werner: Parking Perks That Pack a Tax Punch | Quick Tax Tip

Season 6

Nonprofit employees face a new tax reality on fringe benefits.

Quick Tax Tip

With Art Werner

CPE Today

For years, employers could offer free or subsidized parking or public transit passes as a valuable f…

Published on 3 days, 3 hours ago

The Real Story Behind Accounting’s Return-to-Office Push | Accounting Influencers

Season 6

Firms blame culture and training, yet AI, real estate, and talent pressures tell a different tale.

Accounting Influencers
With Rob Brown

The push to bring accountants back to the office is gaining momen…

Published on 3 days, 8 hours ago

Brian Lang: The Right Clients Matter More Than Revenue | It's Not Just the Numbers

Season 6

Tough client calls, tax planning, and better leadership turned hard knocks into growth.

It's Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines

When Lang launched Upside CFO,…

Published on 4 days, 3 hours ago

Kassi Rushing: Leadership Gaps, Not Motivation Gaps, Hold Firms Back | Gear Up For Growth

Season 6

Developing “power skills” like trust and coaching are critical.

Gear Up for Growth

With Jean Caragher

For CPA Trendlines

Employee experience is no longer optional; it’s a strategic imperative, says Kassi…

Published on 4 days, 8 hours ago

Jeremy Vokt: Why Bland & Associates Said “No” to Private Equity and “Yes” to ESOPs | MOVE Like This

Season 6

Employee ownership gave the firm a growth path on its own terms.

MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines

In this episode of MOVE Like This, Jeremy Vokt, managing partner at Bland & As…

Published on 5 days, 3 hours ago

Walking Violation: When Showing Your CPA Gets You in Trouble | ARC

Season 6

State boards, private equity, and outdated laws are forcing CPAs to downplay the very credential that defines them.

Accounting ARC

With Liz Mason, Byron Patrick, and Donny Shimamoto

Center for Accountin…

Published on 5 days, 8 hours ago

Werner: When Ethics Trump Client Loyalty | Quick Tax Tip

Season 6

Unreported income from prior years may trigger a Circular 230 compliance issue that forces you to end the relationship.

Quick Tax Tip

With Art Werner

CPE Today

In the latest Quick Tax Tip from CPA Trendl…

Published on 6 days, 3 hours ago