Podcast Episodes
Back to SearchRebecca Driscoll: A Millennial and a Boomer Build a Community | The Disruptors
Season 6
The Collaboration Room turns online peer networks into practical tools for pricing strategy, tax planning, succession, and psychological safety.
Spons…
6 months, 3 weeks ago
Accounting’s “Untalked-About” Frontier | ARC
Season 6
Rural communities offer meaningful work — and a chance to build a practice on purpose.
Accounting ARC
With Donny Shimamoto
Center for Accounting Transf…
6 months, 4 weeks ago
Joe Pine: The Transformation Economy Comes for Public Accounting | Gear Up for Growth
Season 6
As AI automates compliance, value shifts to measurable outcomes and client aspirations.
Full show notes here
Gear Up for Growth
With Jean Caragher
For CP…
6 months, 4 weeks ago
Candy Bellau: The $350 Pricing Mistake that Nearly Broke this Boutique Firm | The Disruptors
Season 6
How to reset pricing, rebuild margins, and stop “helping” clients into bankruptcy.
Full show notes here
The Disruptors
With Liz Farr
Candy Bellau didn’t …
7 months ago
Alan Whitman: Breaking the Mold with PE Backing | Holistic Guide
Season 6
Ex-Baker Tilly CEO takes helm at a new “category” of CPA firm.
By Rory Henry CFP®, BFA™
For CPA Trendlines
Full show notes here
When CPA firms talk about…
7 months ago
Why Happiness is Hard-Fought for High Achievers| ARC
Season 6
Learn how easily pros tie well-being to success—and how fear of failure can distort self-worth.
Accounting ARC
With Byron Patrick and Donny Shimamoto
C…
7 months, 1 week ago
AJ Johnson: New CPA Licensure Pathway Opens Doors to Talent | Gear Up for Growth
Season 6
Expanding access while maintaining rigorous standards.
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
Full show notes here
“This legislation h…
7 months, 1 week ago
The Fastest Way to Lose Talent Is “Dick Leadership” | ARC
Season 6
Label intent, clarify tone and choose the right channel so feedback lands as coaching, not conflict.
Accounting ARC
With Liz Mason, Byron Patrick, and …
7 months, 2 weeks ago
Nick Pasquarosa: From Door-to-Door Bookkeeping to a 1,000-Client Cloud Firm | Holistic Guide
Season 6
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…
7 months, 2 weeks ago
Jeremy Dubow: Raising the Bar for Talent | Big 4 Transparency
Season 6
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 …
7 months, 2 weeks ago