Podcast Episodes
Back to SearchJan Lewis: Workforce Development Is the Next CPA Imperative | Gear Up For Growth
Season 6
Training and growth—not just recruitment—will determine the profession’s future.
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
When Jan Lewis,…
2 months, 2 weeks ago
OCR, Research Bots and Meeting Assistants: What Actually Helps This Year? | ARC
Season 6
Firms use AI, planning, and “hope” to make tax season more manageable.
Accounting ARC
With Liz Mason, Byron Patrick, and Donny Shimamoto
Center for Acco…
2 months, 2 weeks ago
Kristi Epp and Amber Schrock: Firms that Listen Keep Their People | MOVE Like This
Season 6
Paychecks and perks are no longer enough for retention.
MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines
In this episode of MOVE Like This, Bo…
2 months, 2 weeks ago
Blake 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…
2 months, 2 weeks 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…
2 months, 2 weeks 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…
2 months, 2 weeks 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…
2 months, 3 weeks 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…
2 months, 3 weeks 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 …
2 months, 3 weeks 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…
2 months, 3 weeks ago