Podcast Episodes

Dillon: A Sustainable, No-Debt Path to Firm Expansion | Big 4 Transparency

Season 6

Acquisition isn’t assimilation—it’s alignment.

Big 4 Transparency

By Dominic Piscopo, CPA

For CPA Trendlines

On the latest episode of The Big 4 Transparency Podcast, Marcus Dillon, founder and president …

Published on 1 week, 6 days ago

Yoss: PDF Freedom; No Subscription Required | Quick Tech Talk

Season 6

Free and powerful PDF tools are hiding in plain sight. Here’s how to find them.

Quick Tech Talk
With Steve Yoss
CPE Today

When you think about Portable Document Format (PDF) files, there’s a good chance …

Published on 2 weeks ago

How EOS and “Unreasonable Hospitality” Reshaped GrowthLab | The Disruptors

Season 6

Applying entrepreneurial principles and embracing a culture of extraordinary service, this finance firm is breaking the mold.

The Disruptors
With Liz Farr

Dan Gertrudes doesn’t consider himself an accou…

Published on 2 weeks ago

Go PRO: Get full sitewide access with today's best offer

Season 6

Attention CPAs and accounting pros! Are you ready to take your practice to the next level? Then it’s time to upgrade to CPA Trendlines PRO Membership—your all-access pass to premium insights, strateg…

Published on 2 weeks, 1 day ago

Adjei: Stop Avoiding IRS Representation—and Start Profiting From It | The Concierge CPA

Season 6

From Big Four consulting to FEMA volunteerism, Adjei blends problem-solving, purpose, and proactive planning.

The Concierge CPA
With Jackie Meyer
For CPA Trendlines

When Hurricane Harvey submerged his fi…

Published on 2 weeks, 1 day ago

Why P.E. Is Winning the Talent Wars | Accounting Influencers

Season 6

PE-backed firms are luring top performers with faster promotions, equity stakes, and career paths that traditional firms rarely offer.

Accounting Influencers
With Rob Brown

Private equity’s influence on…

Published on 2 weeks, 3 days ago

Stop Dropping the Ball After the Sale | It's Not Just the Numbers

Season 6

In CAS, winning the client is just the first step—success depends on what happens next.

It's Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines

For many accounting firm owner…

Published on 2 weeks, 4 days ago

From Zero to Auditor in 3 Days | Gear Up For Growth

Season 6

The immersive experience transforms recruiting from a guessing game into a hands-on, culture-rich audition.

Gear Up for Growth
With Jean Caragher
For CPA Trendlines

 In the latest episode of Gear Up for …

Published on 2 weeks, 4 days ago

Reza Hooda: Model a 7-Figure Firm in 10Hrs/Week | The Concierge CPA

Season 6

Building a firm should provide time, money, and freedom. 

The Concierge CPA

With Jackie Meyer

For CPA Trendlines

In this conversation, Dr. Jackie Meyer, CPA and Reza Hooda, Coach & Mentor to Accountants …

Published on 2 weeks, 5 days ago

AI Is Already in Your Systems—Here’s How to Govern It | Innovation Insights

Season 6

Experts outline the flexible framework that works for a three‑person shop or a 30,000‑employee enterprise.

Innovation Insights
With Donny Shimamoto
Center for Accounting Transformation

Artificial intelli…

Published on 2 weeks, 5 days ago