Podcast Episodes
Back to SearchAshley 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 …
3 months, 2 weeks 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…
3 months, 2 weeks 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…
3 months, 2 weeks ago
Being Good at the Job Is No Longer Enough | Accounting Voices
Season 6
Influence is becoming career insurance for professionals.
Accounting Voices
With Rob Brown
The accounting profession does not suffer from a lack of tech…
3 months, 2 weeks ago
Megan Leesley: Think Your Clients Won't Pay More? Think Again | Gear Up For Growth
Season 6
Here's how to label, package, and price the value you already provide
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
“With AI, we finally have …
3 months, 2 weeks ago
Downgraded: What the DOE Just Said About Accounting | ARC
Season 6
A new definition of “professional degree” limits loan access for accounting students and raises fresh alarms about equity, access, and pipeline.
Acco…
3 months, 2 weeks ago
Kimi Green: Why Clients Quit You | Big 4 Transparency
Season 6
The number one complaint isn’t pricing, it’s confusion.
.Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines
For many business owners, finding …
3 months, 2 weeks ago
Matt Rampe: Building a Roadmap when the Road Doesn't Exist | The Disruptors
Season 6
Only disciplined planning, accountability, and open communication will cut through the industry’s rapidly thickening fog.
The Disruptors
With Liz Farr
M…
3 months, 3 weeks ago
Acen Hansen: You’re Not Too Rich for a Backdoor Roth | The Concierge CPA
Season 6
Understand the legal tax hack the IRS actually wants you to use.
The Concierge CPA
With Jackie Meyer
For CPA Trendlines
In a recent edition of the Concie…
3 months, 3 weeks ago
The "LBD" of Tech Stacks: Why Simplicity & Standardization Still Win | It's Not Just the Numbers
Season 6
“If you don’t have accountability, you can never reach your ambition.”
It's Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendl…
3 months, 3 weeks ago