Podcast Episodes
Back to SearchAI Exposes Weak Business Models | Gear Up For Growth
Season 6
It accelerates advisory work, but only if firms rethink pricing and risk.
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
On this episode of Gea…
8 months, 2 weeks ago
Small Firms May Have the Biggest Advantage in 2026 | ARC
Season 6
Less legacy infrastructure could mean faster adoption and outsized opportunity.
Accounting ARC
With Liz Mason, Byron Patrick, and Donny Shimamoto
Center…
8 months, 2 weeks ago
Change Fails in Silence | MOVE Like This
Season 6
Firms that treat communication as strategy—not admin—move faster, scale smarter, and keep trust intact.
MOVE Like This
With Bonnie Buol Ruszczyk
For CPA…
8 months, 2 weeks ago
Why Repeat Last Year’s Questions? | The Disruptors
Season 6
SALY isn’t useless—but it shouldn’t be lazy.
The Disruptors
With Liz Farr
Audit has spent decades digitizing the past—paper binders moved to the cloud, …
8 months, 2 weeks ago
Student Loans After OBBBA: What Advisors Need to Know Now | Holistic Guide to Wealth Management
Season 6
New repayment rules and borrowing caps are forcing a rethink of long-term planning.
By Rory Henry CFP®, BFA™
For CPA Trendlines
Student loan debt has qu…
8 months, 3 weeks ago
The Hidden Friction Killing CAS Profitability | It's Not Just the Numbers
Season 6
CAS success isn’t accidental. It’s engineered.
It's Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines
Client Advisory Servi…
8 months, 3 weeks ago
The Job Crisis Is a Myth; the Job Remix Is Not | Accounting Voices
Season 6
Automation deletes tasks, then dares accountants to create new value on purpose.
Accounting Voices
With Rob Brown
Artificial intelligence is no longer a…
8 months, 3 weeks ago
Dunn: Time's the Wrong Growth Metric | Gear Up For Growth
Season 6
Stop billing. Start thrilling.
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
In a re-energizing episode of Gear Up for Growth, Paul Dunn mak…
8 months, 3 weeks ago
Mark Gallegos: HR1 Is Signed; the Advisory Clock Is Ticking | Big 4 Transparency
Season 6
Break down the new law, the unanswered questions, and why waiting for certainty is a strategic mistake.
Big 4 Transparency
By Dominic Piscopo, CPA
For C…
8 months, 3 weeks ago
Brenda Cannon: Busy Season is Self-Inflicted | The Disruptors
Season 6
Exhaustion, chaos, and missed lives are the result of design choices—not destiny.
The Disruptors
With Liz Farr
Brenda Cannon, co-founder of Cannon and A…
8 months, 3 weeks ago