Podcast Episodes
Back to SearchBlake Oliver: Build the Biz, Don't Run It | The Disruptors
Season 6
"They get a check every month, and they don’t have to do any work.”
The Disruptors
With Liz Farr
Blake Oliver noticed a consistent pattern with firm own…
8 months, 1 week ago
Erika Wasserman: How to Have Better Conversations Around Money | Holistic Guide to Wealth Management
Season 6
Money conversations need structure, not spontaneity.
By Rory Henry CFP®, BFA™
For CPA Trendlines
Money is one of the things that people think about most…
8 months, 1 week ago
How Smaller Firms Can Outsmart the Big Four on AI | Accounting Voices
Season 6
Agility, transparency, and judgment matter more than billion-dollar platforms.
Accounting Voices
With Rob Brown
The Big Four are spending billions on ar…
8 months, 1 week ago
Roman Kepczyk: Technology IS the New Business Model | Gear Up For Growth
Season 6
Firm leaders can no longer ignore this conversation.
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
Technology is no longer something CPA firms…
8 months, 1 week ago
Return Season is the New Stress Test | ARC
Season 6
E-commerce growth forces firms to rethink accruals, margins, and sustainability.
Accounting ARC
With Liz Mason, Byron Patrick, and Donny Shimamoto
Cente…
8 months, 1 week ago
Steve Blake and Owen Pryor: From a $550,000 Tax Bill to Near Zero | Big 4 Transparency
Season 6
Integrated planning, not heroics, creates life-changing outcomes for clients.
Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines
What happens …
8 months, 1 week ago
Erin Daiber: Succession Isn’t an Exit Plan—It’s a Growth Strategy | The Disruptors
Season 6
Firms that wait until a partner is ready to retire have already waited too long, plus 19 more key takeaways.
The Disruptors
With Liz Farr
Erin Daiber, f…
8 months, 2 weeks ago
Vardan Pogosian: The 831(b) Wake-Up Call: What Advisors Are Missing in Risk Management | The Concierge CPA
Season 6
A former IRS agent breaks down the red flags, revenue thresholds, and compliance work that advisors can’t ignore.
The Concierge CPA
With Jackie Meyer
Fo…
8 months, 2 weeks ago
Why Most CAS Practices Stall—and What the Successful Ones Do Differently | It's Not Just the Numbers
Season 6
Transparency, empowered administration, and intentional tech design separate advisory leaders from firms stuck in task work.
It's Not Just the Numbers…
8 months, 2 weeks ago
AI Reveals Weak Firms Faster than it Helps Strong Ones | Accounting Voices
Season 6
The Big Four pull ahead by treating AI as a system, not a shortcut.
Accounting Voices
With Rob Brown
Artificial intelligence is no longer a side project…
8 months, 2 weeks ago