최고 Cpa Trendlines 팟캐스트 (2025)

1
Becky Livingston: How AI Boosts Firm Marketing and Client Engagement | Gear Up For Growth 43:47

1d ago43:47

43:47

Utilize new tech to level up thought leadership and advisory services. Gear Up for Growth With Jean Caragher For CPA Trendlines The latest episode of Gear Up for Growth, hosted by Jean Caragher of Capstone Marketing and powered by CPA Trendlines, featured an insightful discussion with Becky Livingston, founder and CEO of Penheel Marketing, on the r…

1
Is Agentic AI an Accounting Game Changer or Game Ender? | ARC 32:38

3d ago32:38

32:38

"We’ve underestimated how quickly AI is changing our profession." Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation In a world where artificial intelligence is rapidly evolving, agentic AI is emerging as a powerful tool that could redefine the accounting profession. Unlike traditional AI applicat…

1
Art Werner: Maximize Retirement Contributions for 2025 | Quick Tax Tip 3:15

4d ago3:15

3:15

Retirement planning isn't just about saving - it's about strategy. Quick Tax Tip With Art Werner CPE Today With tax laws constantly evolving, finding the right balance between financial planning, tax reduction, and compliance with the Internal Revenue Code can feel like a moving target. Fortunately, powerful opportunities are available in 2025 to m…

1
Luke Templin: Lose Your Perfectionist Gene | The Disruptors 49:00

5d ago49:00

49:00

Don't be afraid to try new ideas or plans--or afraid to fail. The Disruptors With Liz Farr Luke Templin believes that CAS – Client Advisory Services – will be the key to success as an accountant in the future. Not only is it an effective recruiting and retention tool for staff, but “it’s an attractive offering to clients,” he says. “If you were to …

1
Why Accounting Qualifications Matter More Than Ever | Accounting Influencers 46:36

5d ago46:36

46:36

"It’s a five-year degree for accounting versus four years for finance, and finance graduates often earn more." Accounting Influencers with Rob Brown As technology reshapes the accounting landscape, professional qualifications must evolve to keep pace. In a compelling episode of the Accounting Influencers Podcast, Brian Hock, founder of HOCK Interna…

1
Steve Yoss: Transform Financial Data into Actionable Insights with Power BI | Quick Tech Talk 2:09

6d ago2:09

2:09

Bring complex financial data to life with advanced visualization techniques. Quick Tech Talk With Steve Yoss CPE Today Financial statements can be difficult for non-accounting professionals to interpret. Balance sheets and cash flow statements often contain crucial information, yet they remain inaccessible to many decision-makers. Enter Microsoft P…

1
AICPA Leader Outlines the Future of the Profession | Gear Up for Growth 39:10

9d ago39:10

39:10

Mark Koziel calls for CPA firm transformation amid industry disruption. Gear Up for Growth With Jean Caragher Capstone Marketing Mark Koziel, newly appointed president and CEO of the Association of International Certified Professional Accountants (AICPA & CIMA), recently appeared on the Gear Up for Growth podcast, reflecting on his tenure as CEO of…

1
What Keeps Accountants in Public Accounting? Research Unpacks Key Retention Factors | Know-How Korner 34:11

10d ago34:11

34:11

Study finds job embeddedness, not engagement, drives retention. Know-How Korner With Donny Shimamoto Center for Accounting Transformation A new study by Dr. Amy Cooper, CPA, CFE, CGMA, an assistant accounting professor and program director at University of Alaska Fairbanks, challenges conventional wisdom, revealing that job embeddedness—not engagem…

1
Ira Rosenbloom: M&A Numbers Are Easy - Culture Fit Is Hard | The Disruptors 57:32

12d ago57:32

57:32

Progressive firms are the key to the future of the profession. The Disruptors With Liz Farr The world of M&A is full of disruption, distraction, and disorientation these days, says Ira Rosenbloom, CEO of Optimum Strategies. While the headlines focus on private equity’s increasing role in CPA firm acquisitions, two new types of acquirers are playing…

1
Steve Yoss: Why CPAs Should Up Their Skills with AI | Quick Tech Talks 2:07

13d ago2:07

2:07

Transform your workday with generative AI and discover practical ways to save time. Quick Tech Talk With Steve Yoss CPE Today Generative AI tools are revolutionizing how we approach work, offering practical, efficient, and innovative solutions for professionals across industries. If you haven’t explored tools like OpenAI’s ChatGPT or Anthropic’s Cl…

1
Sarah Elliott: How Conscious Leadership Secures Independence 35:02

16d ago35:02

35:02

Leaders must empower others, share leadership, and foster an inclusive culture to ensure long-term success. Gear Up for Growth With Jean Caragher For CPA Trendlines In a rapidly evolving profession where mergers, acquisitions, and private equity investments dominate headlines, many CPA firms face a critical choice: sell, merge, or remain independen…

1
Building a Thriving Company Against All Odds | ARC 33:45

17d ago33:45

33:45

“I’d go through cancer again before I’d go back to not having confidence.” Accounting ARC With Arpan Grewal Center for Accounting Transformation When Kelly Mann left her public accounting job, she had no clients, no roadmap, and no guarantee of success. But what she did have was a vision—and a willingness to take risks. Today, she is the CEO of Aud…

1
Roman Villard: Ditch the Suit & Create a Firm Where Authenticity Thrives | The Disruptors 1:03:31

19d ago1:03:31

1:03:31

Dress for the job you want, not the job you have - yes, seriously. The Disruptors With Liz Farr Traditional accounting firms are undergoing a seismic shift, and at the forefront of this transformation is Roman Villard, founder of Full Send Accounting. In this episode of The Disruptors podcast, Liz Farr sits down with Villard to explore his unconven…

1
Randy Johnston Unpacks the Opportunities and Risks with AI | Accounting Influencers 31:12

19d ago31:12

31:12

Adopting these tools will define future success in the profession. Accounting Influencers with Rob Brown Randy Johnston, a pioneer in fintech and technology for accounting, shares his insights on the rapid evolution of artificial intelligence (AI) with a deep dive into its history and future potential. Johnston traces AI’s roots back to Alan Turing…

1
Steve Yoss: Cybersecurity Essentials for Modern Accounting Firms | Quick Tech Talks 2:24

20d ago2:24

2:24

Stopping cyber threats before they start begins with adopting one essential email habit today. Quick Tech Talk With Steve Yoss CPE Today In today’s digital age, email continues to be a critical tool for communication—but it’s also a leading gateway for cyber threats such as malware, ransomware, and financial scams. For professionals, this makes ema…

1
Embrace Change or Risk Obsolescence | Accounting Influencers 59:00

22d ago59:00

59:00

Innovation, AI, and next-gen leaders must successfully adapt to constantly changing landscapes. Accounting Influencers with Rob Brown The accounting profession stands at a crossroads, faced with technological disruption, shifting business models, and an evolving workforce. In a recent episode of the Accounting Influencers podcast, industry leaders …

1
Bill Sheridan: Why Firms Must Adapt or Be Left Behind | Gear Up For Growth 36:29

23d ago36:29

36:29

Focus on your clients...or someone else will. Gear Up for Growth With Jean Caragher For CPA Trendlines Bill Sheridan, chief communications officer at the Maryland Association of CPAs, believes CPA firms must embrace change to stay competitive. As technology automates compliance work, firms that focus on client advisory services will be the ones tha…

1
Are We Ready for the Hidden Risks of AI in Accounting? | ARC 38:23

24d ago38:23

38:23

“Without AI literacy, we’re all at risk.” Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Artificial intelligence is revolutionizing accounting, automating everything from bookkeeping to tax preparation. But as AI advances, accountants must ask: Can we trust it? In this Accounting ARC episode, …

1
Art Werner: Unlock Smart Giving Strategies | Quick Tax Tip 1:32

25d ago1:32

1:32

Make the most of financial contributions. Quick Tax Tip With Art Werner CPE Today When it comes to charitable giving, many people think of writing an annual check to their favorite nonprofit. However, strategic charitable planning is much more than just making a yearly donation—it’s about aligning generosity with effective tax strategies to maximiz…

1
Monique Swansen: Align Firm Values with Services | The Disruptors 53:19

26d ago53:19

53:19

Do the work that fulfills you. The Disruptors With Liz Farr Cannabis accounting is not for the faint of heart, says Monique Swansen, owner of Accounting for Green, which provides accounting services to cannabis businesses. First, there’s a big inventory component, so “if you're an accounting professional that does not want to deal in inventory, can…

1
Steve Yoss: Training Staff to Recognize Fraud Indicators | Quick Tech Talks 2:19

27d ago2:19

2:19

Engaging staff in proactive fraud detection can be critical in spotting issues early. Quick Tech Talk With Steve Yoss CPE Today Fraud detection isn’t just the responsibility of leadership—it’s a team effort. One of the most effective ways to safeguard your firm and clients from fraud is to empower your staff with the knowledge and awareness needed …

1
Nick Huber: Elevate Content Creation for a Strategic Marketing Edge | Accounting Influencers 25:31

28d ago25:31

25:31

"Have fun. Make it accurate, clear, and interesting." Accounting Influencers with Rob Brown On this episode of Accounting Influencers, Nick Huber, a journalist and content strategist, explores how accounting firms can transform their content into a powerful tool for growth. Known for his work with the Financial Times and expertise in thought leader…

1
Amy Vetter: Strategies for Transforming Workplace Culture in Accounting Firms | Gear Up For Growth 38:29

30d ago38:29

38:29

Failure to address corporate climate can critically impact talent recruitment and retention. With Jean Caragher For CPA Trendlines Amy Vetter, CEO of the B3 Method Institute, discusses how accounting firms can transform workplace culture, reduce stress, and empower leaders to create a thriving work environment on the latest Gear Up for Growth episo…

1
The Research Imperative: Why Data Drives Accounting Success| ARC 24:42

1M ago24:42

24:42

“It’s not about what’s happening today, but about staying ahead of what’s coming next.” Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation “Without research, we’re just guessing,” says Donny Shimamoto, CPA.CITP, CGMA, setting the tone for a compelling discussion on the latest episode of Accounting…

1
Art Werner: It’s Not Too Late to Help Clients Reduce Their Tax Burden | Quick Tax Tip 2:02

1M ago2:02

2:02

Look for silver linings in tough situations. Quick Tax Tip With Art Werner CPE Today With tax season in full swing, many accountants are deep in the trenches, sorting through clients’ paperwork and preparing returns. While proactive tax planning is ideal, there are still opportunities to help clients optimize their tax situation—even in February an…

1
Tina McGill: How to Create Lasting Client Impact | The Disruptors 1:10:30

1M ago1:10:30

1:10:30

Meet your clients where they are. The Disruptors With Liz Farr When Tina McGill, founder of MMAS CPA, transitioned from working as an assistant CFO at a university to public accounting, she first noticed “how segmented we were from the client experience.” She was delivering the data the partners told her needed to be delivered, “But the client didn…

1
Steve Yoss: Mastering Excel Integration and Enhanced Productivity | Quick Tech Talks 2:07

1M ago2:07

2:07

Level up your skills with powerful lookup formulas. Quick Tech Talk With Steve Yoss CPE Today For professionals wrestling with massive datasets, finding specific information in Excel can feel like searching for a needle in a haystack. Whether it’s a customer ID, transaction number, or check number, pinpointing related details like totals, names, or…

1
Mark Fritz: Leadership Lessons for Today's World | Accounting Influencers 26:13

1M ago26:13

26:13

"You don’t get to choose the leader you need to be. Your people tell you who you need to be to get the best out of them." Accounting Influencers with Rob Brown Leadership is in the spotlight like never before. In a recent episode of the Accounting Influencers podcast, global leadership expert Mark Fritz shares his insights on how leaders can naviga…

1
Tim Allen: How Serendipitous Specialization Led to Success | Gear Up for Growth 27:30

1M ago27:30

27:30

Full commitment is critical in niche accounting. Gear Up for Growth With Jean Caragher For CPA Trendlines In the world of accounting, niche specialization is often a deliberate strategy. For Tim Allen, CPA, however, his journey into winery finance was more serendipitous than strategic. With over 30 years of experience—including time at a Big 4 firm…

1
Student Turns Tables on Thought Leaders | ARC 47:17

1M ago47:17

47:17

In a special episode, student Arpan Grewal asks questions future CPAs and business leaders need answered. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Introducing Special Guest Arpan Grewal Center for Accounting Transformation In an episode that flips the script, Accounting ARC features a fresh voice in business: Arpan Grewal, …

1
Alan Anderson: Applying JIT Concepts to the Audit Process 58:51

1M ago58:51

58:51

Reduce audit time by 20% without reducing quality. By Alan Anderson, CPA Transforming Audit for the Future For most audit firms, the concept of “just in time” means that the audit was completed and the financials were delivered “just in time” to meet the deadline. But in this webinar, Alan Anderson explains how concepts from just-in-time manufactur…

1
Stefan van Duyvendijk: Develop Operational Mindset | The Disruptors 47:40

1M ago47:40

47:40

Don't just check the boxes. Provide benefits. The Disruptors With Liz Farr Stefan van Duyvendijk, Accounting Operations Evangelist at FloQast, wants accountants in the industry to expand their roles. In addition to the vital role of providing the basic requirements of accounting, he wants them to develop an operational mindset, as described in the …

1
Steve Yoss: Unlocking Business Insight with Power BIs | Quick Tax Tip 2:37

1M ago2:37

2:37

Revolutionize how businesses visualize and interpret data. Quick Tech Talk With Steve Yoss CPE Today Businesses today are moving beyond traditional reporting methods to embrace the transformative potential of business intelligence tools. Industry leaders emphasize the importance of platforms like Tableau, Qlik, and Power BI, which allow companies t…

1
Jean Caragher: Fire Clients Who Don't Tick Your Boxes | Accounting Influencers 29:20

1M ago29:20

29:20

Removing clients isn’t just about profitability—it’s a firm-wide morale booster. Accounting Influencers with Rob Brown With over 35 years of industry experience, Jean Caragher has witnessed the profession's transformation, noting that marketing roles in accounting firms are now more strategic and influential than ever. More Accounting Influencers w…

1
Breaking the Billable Hour | Gear Up For Growth 49:37

1M ago49:37

49:37

Firms that price for time rather than value are holding themselves back. Gear Up for Growth With Jean Caragher For CPA Trendlines For decades, accountants have relied on billable hours, tracking time spent on client work and invoicing accordingly. However, according to Michelle Golden-River, CEO of Fore LLC, this model is fundamentally flawed. “Acc…

1
How Coaching Can Unlock Professional Success| ARC 30:42

1M ago30:42

30:42

“Coaching isn’t about fixing people—it’s about helping them unlock their full potential.” Accounting ARC With Donny Shimamoto. Center for Accounting Transformation For many accountants, career progression follows a predictable path—graduate, gain experience, and work toward a leadership role. However, as the industry transforms, many CPAs find them…

1
Art Werner: The Godfather and Tax Issues | Quick Tax Tip 3:25

2M ago3:25

3:25

The Corleone family’s quest for legitimacy mirrors modern business succession planning. Quick Tax Tip With Art Werner CPE Today Imagine a tax class inspired by "The Godfather" by Mario Puzo. Beyond its thrilling narrative of crime and family loyalty, this iconic novel is surprisingly rich in business succession and adaptation lessons. While such a …

1
Steve Evans: Why Traditional Hiring Methods Fail | The Disruptors 47:55

2M ago47:55

47:55

Redefine how you hire and develop top accounting talent. The Disruptors With Liz Farr In 2012, Steve Evans’ friend Giles Pearson, a Big Four accountant in New Zealand, needed help. PwC kept making the same hiring mistakes because they had no way to assess a candidate’s technical accounting skills. Steve, an expert in psychometric testing, thought i…

1
Steve Yoss: How Powered BI Connects with Data Sources | Quick Tech Talks 2:23

2M ago2:23

2:23

Unlock insights quickly, from QuickBooks to custom systems. Quick Tech Talk With Steve Yoss CPE Today Microsoft’s Power BI revolutionizes how professionals and businesses interact with their data. This cutting-edge tool, designed for business intelligence and dashboarding, is user-friendly, highly versatile, and incredibly powerful. Whether you’re …

1
Diversity and Technology Take Center Stage in Accounting Debate | Accounting Influencers 1:01:05

2M ago1:01:05

1:01:05

Firms must embrace AI, digital tools, and diversity to remain competitive. Accounting Influencers with Rob Brown In the latest episode of Accounting Influencers, an international panel of distinguished accounting professionals gathered to discuss the profession's challenges, opportunities, and future. Featuring Dr. Anton Lewis, Kelly Mann, Sabby Gi…

1
Kristen Rampe: Accountability and Simplicity in Partner Compensation Drive CPA Firm Growth | Gear Up For Growth 33:06

2M ago33:06

33:06

“Compensation is one tool, not the tool, to change behaviors and outcomes." Gear Up for Growth With Jean Caragher For CPA Trendlines Kristen Rampe, managing partner of Rosenberg Associates, spotlights two key drivers for CPA firm success: accountability and simplicity in partner compensation systems. Gear Up for Growth spotlights the best strategie…

1
Demystifying Accounting Governance | ARC 49:26

2M ago49:26

49:26

From State Societies to the AICPA, the hosts shed light on the collaborative ecosystem guiding CPAs. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto. Center for Accounting Transformation The accounting profession operates within a complex framework of governance, where state and national organizations play critical roles in shapin…

1
Art Werner: Beneficial Ownership and Control | Quick Tax Tip 2:31

2M ago2:31

2:31

Learn how a 1% owner can wield more power than a 99% shareholder under specific agreements. Quick Tax Tip With Art Werner CPE Today In today’s complex regulatory environment, the term "beneficial ownership" might sound straightforward, but it encompasses far more than simply owning shares in a company. A beneficial owner holds a controlling interes…

1
Roger Knecht: Can You Be an Accountrepreneur? | The Disruptors 1:03:41

2M ago1:03:41

1:03:41

You don’t need all the answers, but you do need to ask the right questions. The Disruptors With Liz Farr About ten years ago, Roger Knecht, President of Universal Accounting, noticed that while accountants wanted to move into the advisory space, few had any idea how to make that transition. So he talked to business owners about what they’d like to …

1
Katie Tolin: Listen to What the Market's Telling Us | Capstone Conversations 24:08

2M ago24:08

24:08

Understanding the story behind the data is critical to success. Capstone Conversations By Jean Caragher For CPA Trendlines Katie Tolin, a veteran marketing strategist and the driving force behind CPA Growth Guides, recently sat down for a Capstone Conversation to share her expertise on navigating the complexities of marketing in the accounting indu…

1
Jennifer Harrity: ESG Unlocks Accounting Opportunities | Gear Up For Growth 37:18

2M ago37:18

37:18

Uncover how regulations, investor demands, and market expectations are driving organizations to embrace sustainable practices. Gear Up for Growth With Jean Caragher For CPA Trendlines In a world where sustainability is increasingly critical, Environmental, Social, and Governance (ESG) has emerged as a vital component of the accounting profession—de…

1
Top 10 Red Flags to Watch for in Accounting Offices | ARC 25:09

2M ago25:09

25:09

Outdated technology, unrealistic billable hours, and "unlimited PTO" among key issues discussed. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto. Center for Accounting Transformation The accounting profession is undergoing significant change, and workplace culture is at the forefront of that transformation. In a recent episode of …

1
Art Werner: Corporate Transparency Act and FinCEN Reporting | Quick Tax Tip 3:55

2M ago3:55

3:55

Helping clients with these filings isn’t just a responsibility—it’s a chance to enhance your practice and grow your billable hours. Quick Tax Tip With Art Werner CPE Today Today, tax professionals are navigating an increasingly complex landscape, where compliance extends beyond the familiar Internal Revenue Service (IRS), including FinCEN and the F…

1
Beth Whitworth: Focus on Outcomes Not Hours | The Disruptors 57:41

2M ago57:41

57:41

Stop wearing your hours worked as a badge of honor. The Disruptors With Liz Farr A few months ago, Beth Whitworth emailed her remaining legacy 1040 clients, informing them that they would have to move over to the subscription-based model she’s been implementing over the last few years. “I will say it's scary,” she says. “And when I pushed the butto…

1
Steve Yoss: Boost Security with MFA | Quick Tech Talks 2:49

2M ago2:49

2:49

Your data has probably already been exposed. Quick Tech Talk With Steve Yoss CPE Today Data breaches have become an unfortunate reality in the digital age, and with them, the risk to personal and financial information continues to grow. However, there is a simple yet powerful way to protect your accounts: multi-factor authentication (MFA). MORE STE…

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