Podcast Episodes
Back to SearchAleksander Dyo: It's Not a Loophole; It's a Missed Opportunity | The Concierge CPA
Season 6
Charitable gift financing has been IRS-validated for decades, yet many still avoid it.
The Concierge CPA
With Jackie Meyer
For CPA Trendlines
In this epi…
8 months, 4 weeks ago
Grunt Work Is Dead | It's Not Just the Numbers
Season 6
...And accounting careers are better for it.
It's Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines
For decades, accounting…
8 months, 4 weeks ago
The Dark Side of AI No Firm Can Ignore | Accounting Voices
Season 6
Trust remains the profession’s currency, even in an automated future.
Accounting Voices
With Rob Brown
Artificial intelligence is transforming accountin…
8 months, 4 weeks ago
AI's Already in Your Workflow...| It's Not Just the Numbers
Season 6
The question is: Do you know what it’s doing?
It's Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines
Artificial intelligenc…
8 months, 4 weeks ago
Lou Grassi: "How the Hell Did This All Happen?" | Gear Up For Growth
Season 6
Here's what it takes to grow a CPA firm from zero to the Top 100—without losing your soul.
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
When …
9 months ago
Students Redefine "Career Readiness" | ARC - SLC
Season 6
...And it has less to do with technical skills than firms expect.
Accounting ARC - Student-Led Conversations
With Arpan Grewal and Harshita Multani
Cent…
9 months ago
Rob Brown: Your Employer Brand is Talking Even if You Aren't | MOVE Like This
Season 6
Real employee stories, not polished slogans, are winning the war for talent.
MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines
In this episode …
9 months ago
Ashley Carroll: When One Person Can Break the Firm | The Disruptors
Season 6
Firms built on heroics instead of systems eventually crack.
The Disruptors
With Liz Farr
Ashley Carroll thinks burnout is a design flaw, not a personal …
9 months ago
Phil Whitman: The New Era of CPA Firm Deals: Flexibility, Culture, and the Rise of “31 Flavors” | Holistic Guide to Wealth Management
Season 6
Firms that prioritize, listen, and align position themselves for better long-term outcomes.
By Rory Henry CFP®, BFA™
For CPA Trendlines
Phil Whitman, P…
9 months ago
Beyond Bots & Bookkeeping: AI's Your Strategic Partner | It's Not Just the Numbers
Season 6
AI's already in the workflow. The question is: Do you know what it’s doing?
It's Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Tr…
9 months ago