Podcast Episodes
Back to SearchStephanie Otero: How to Build a Small Firm That Works for You | Gear Up for Growth
Season 6
Small Firm Success Requires Intention, Focus, and Community
Full show notes here
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
“Small firm prac…
3 weeks, 4 days ago
Carrie Steffen: The Staffing Problem Nobody Talks About | MOVE Like This
Season 6
The profession talks too much about deadlines and not enough about impact. Students are listening.
FULL show notes here
MOVE Like This
With Bonnie Buol …
3 weeks, 5 days ago
Jody Padar: The New Playbook Is AI-Powered and Human-Centered | Big 4 Transparency
Season 6
AI Won’t Replace Accountants. Instead, It Will Rewire the Business Model.
FULL show notes here
Big 4 Transparency
With Dominic Piscopo, CPA
Jody Padar, w…
3 weeks, 6 days ago
Why the Next Generation May Be Accounting’s Greatest Competitive Advantage | SLC
Season 6
Young professionals bring adaptability and media literacy that firms need in an AI-driven era.
Student-Led Conversations
With Arpan Grewal
Center for A…
1 month ago
Rebecca 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…
1 month 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…
1 month, 1 week 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…
1 month, 1 week 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 …
1 month, 1 week 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…
1 month, 2 weeks 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…
1 month, 2 weeks ago