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Netflix Sports Club Podcast

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America’s Sweethearts: Dallas Cowboys Cheerleaders Season 2 - Tryouts, Tears, & Texas 32:48

5 weeks 전32:48

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32:48

America’s Sweethearts: Dallas Cowboys Cheerleaders is back for its second season! Kay Adams welcomes the women who assemble the squad, Kelli Finglass and Judy Trammell, to the Netflix Sports Club Podcast. They discuss the emotional rollercoaster of putting together the Dallas Cowboys Cheerleaders. Judy and Kelli open up about what it means to embrace flaws in the pursuit of perfection, how they identify that winning combo of stamina and wow factor, and what it’s like to see Thunderstruck go viral. Plus, the duo shares their hopes for the future of DCC beyond the field. Netflix Sports Club Podcast Correspondent Dani Klupenger also stops by to discuss the NBA Finals, basketball’s biggest moments with Michael Jordan and LeBron, and Kevin Durant’s international dominance. Dani and Kay detail the rise of Coco Gauff’s greatness and the most exciting storylines heading into Wimbledon. We want to hear from you! Leave us a voice message at www.speakpipe.com/NetflixSportsClub Find more from the Netflix Sports Club Podcast @NetflixSports on YouTube, TikTok, Instagram, Facebook, and X. You can catch Kay Adams @heykayadams and Dani Klupenger @daniklup on IG and X. Be sure to follow Kelli Finglass and Judy Trammel @kellifinglass and @dcc_judy on IG. Hosted by Kay Adams, the Netflix Sports Club Podcast is an all-access deep dive into the Netflix Sports universe! Each episode, Adams will speak with athletes, coaches, and a rotating cycle of familiar sports correspondents to talk about a recently released Netflix Sports series. The podcast will feature hot takes, deep analysis, games, and intimate conversations. Be sure to watch, listen, and subscribe to the Netflix Sports Club Podcast on YouTube, Spotify, Tudum, or wherever you get your podcasts. New episodes on Fridays every other week.…

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CPA Trendlines Podcasts

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CPA Trendlines Podcasts

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Go PRO: Get full sitewide access with today's best offer 1:19

3 hours 전1:19

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1:19

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, strategies, and tools designed just for YOU! See today 's best PRO offers here. Get exclusive access – Over 10,000 articles, tools, and expert guidance—keeping you ahead of the curve in practice management, growth, and industry trends. Enjoy VIP perks – Be the first to get new content, receive special handling on orders, and unlock priority concierge service just for PRO members. Save big– In the CPA Trendlines Shop, plus deep discounts on membership plans! And here’s a bonus: New PRO members receive welcome gifts worth over $300! Stay informed – With exclusive member surveys, studies, and expert insights that help grow your firm and boost your success! More support, more value, more power for your practice! Upgrade today at CPA Trendlines and start maximizing your potential!…

CPA Trendlines Podcasts

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Bailey: From Values to Vision: Communicating Culture with Clarity| MOVE Like This 50:03

4 hours 전50:03

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50:03

As language evolves, clarity and authenticity are more important than ever. MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines In this episode of MOVE Like This , host Bonnie Buol Ruszczyk welcomes Cass Bailey, CEO of Slice Communications, for an insightful discussion on how firms—especially those in professional services—can effectively communicate their organizational values in a way that resonates in today’s polarized environment. With deep experience in public relations, crisis management, and employee communication, Bailey offers guidance for navigating sensitive topics while maintaining alignment between internal culture and external brand. MORE MOVE Bailey opens the conversation by sharing Slice Communications' journey from a traditional PR firm into a strategic communications agency. Today, her team helps businesses manage both their public reputation and internal messaging, especially when facing scrutiny around workforce practices and company culture.…

CPA Trendlines Podcasts

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Yoss: Kickbacks, Embezzlement, and Lies: What Every Business Leader Needs to Know | Quick Tech Talks 2:04

1 day 전2:04

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2:04

Don’t be the next victim. Spot--and stop--fraud early. Quick Tech Talk With Steve Yoss CPE Today Occupational fraud remains one of the most pervasive and costly threats to organizations worldwide—and many companies may be underestimating the risk. A recent Quick Tech Talks episode delves into key findings from the Association of Certified Fraud Examiners' (ACFE) 2024 Report to the Nations, uncovering the mechanics behind the world’s most common types of fraud and the staggering financial toll they exact. MORE Steve Yoss here MORE TECH The numbers are alarming: Occupational fraud is responsible for losses equaling up to 7% of global GDP, or more than $5 trillion annually, according to the ACFE. These crimes don’t just target large corporations—they impact businesses of all sizes and sectors. In this episode, listeners are guided through the three major categories of occupational fraud—asset misappropriation, financial statement fraud, and corruption—and shown how each can quietly undermine an organization’s integrity and profitability.…

CPA Trendlines Podcasts

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Kapilovich: A Radical Fix for Accounting’s Talent Crisis? Treat People Like People | The Disruptors 46:50

1 day 전46:50

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46:50

Accounting must abandon toxic traditions, prioritize people over profits, and rebuild its mentoring culture—or risk losing the next generation entirely. The Disruptors With Liz Farr Yuri Kapilovich didn’t set out to become #TheFunCPA. It started as a casual hashtag when he shared photos from buses and bikes, but it stuck—especially after a networking event where attendees misread his booth sign and started calling him “The Funk PA.” The nickname became a brand, but it also reflects his deeper mission: bringing humanity and humor back to a profession that’s burning out its best talent. CPA TRENDLINES CELEBRATES: The 100th Episode of The Disruptors MORE STREAMING: Martha Yasso: From Wall Street to Main Street | Jackie Meyer: Tax Plans in 90 Seconds? Believe It | Erica Goode: Build a $200K Firm in 15hrs/Week | Randy Crabtree: Live at the Intersection of Passion & Skill | McClelland and Telka: Women Ready to Rewrite the Rules of Accounting | Jacob Schroeder: AI Won’t Replace Accountants—But It Will Reveal Who’s Replaceable | Ditching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | Jean Zick: Happy Team = Happy Clients | Breslin & Greathead: Be a Client Advocate | Dominic Piscopo: Clear Pay=Bargaining Power | Debbie Kilsheimer: Stop Thinking Small | Kapilovich, founder of Kapilovich & Associates, believes the root of accounting’s talent shortage is simple: misplaced priorities. “We, as a profession—especially in the larger firms—have lost sight of the fact that the number one asset we have is our people,” he says. “It’s not the clients.” When firms put clients ahead of staff, the result is a toxic cycle: long hours, low pay, and outdated leadership practices that make accounting look like a dead-end career. “Why would I do accounting,” Kapilovich asks, “when I can do finance or computer science and make six figures right out of school?”…

CPA Trendlines Podcasts

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Nicholson, Fox: Exit Planning and the Psychology of Letting Go | Holistic Guide to Wealth Management 44:42

2일 전44:42

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44:42

"No one wants to leave the IRS more than they have to." By Rory Henry CFP®, BFA™ For CPA Trendlines An estimated 10 to 12 million Boomer-owned businesses are expected to transition over the next decade. That’s a massive wave of planning, liquidity events, and legacy questions. Yet experts say most owners don’t engage advisors until they’re well into the deal process. MORE Rory Henry and The Holistic Guide to Wealth Management BUY the Holistic Guide to Wealth Management “By the time they come to us, they’ve often already signed a letter of intent,” laments Randy A. Fox, CFP, AEP, founder of Two Hawks Family Office Services, on a recent panel discussion for contributors to my new book, Holistic Guide to Wealth Management . “That shuts the door on a lot of the strategies that could have helped them keep more of what they built,” Fox added. Fellow contributor and panel discussion guest Christine Nicholson, author, business consultant, and exit planning specialist, has worked with hundreds of owners. She sees the same distorted view of reality cloud their thinking -- owners mistakenly assume their kids will take over and believe their business is worth far more than it really is.…

CPA Trendlines Podcasts

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How Accounting Leaders Build Influence Without a Big Four Resume | Accounting Influencers 17:25

4일 전17:25

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17:25

...And the 8 emerging leadership paths that can help you rise to the top... Accounting Influencers With Rob Brown In the world of accounting, influence is no longer the exclusive domain of Big Four alumni or Ivy League pedigrees. Each December, Accounting Today releases its Top 100 Most Influential People list, highlighting leaders who shape the profession. The surprising truth behind many of these selections? Over 70% started from modest beginnings, without elite credentials, but with a clear strategy for building career capital. MORE Accounting Influencers with Rob Brown In a recent episode of the Accounting Influencers Podcast, host Rob Brown delves into the evolving landscape of leadership in accounting. “This isn’t about popularity or vanity metrics,” Brown says. “It’s about curating influence—the kind that drives innovation, fosters relevance, and moves the profession forward.”…

CPA Trendlines Podcasts

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Alex Miller: Marketing Success Depends on Curiosity, Collaboration, and Client Experience | Capstone Conversations 33:12

5일 전33:12

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33:12

Understanding the full picture delivers higher ROI. Capstone Conversations By Jean Caragher For CPA Trendlines In this episode of Capstone Conversations with Jean Caragher of Capstone Marketing, Alex Miller, marketing manager at Lanigan Ryan and the Association for Accounting Marketing’s 2025 Volunteer of the Year, shares powerful insights about the evolving role of marketers in accounting firms. Her two top takeaways? Curiosity and collaboration drive career success, and client experience and artificial intelligence (AI) offer the profession’s biggest opportunities and challenges. Follow Jean Caragher on CPA Trendlines here . | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Catch Jean Caragher's other show, Gear Up for Growth, here. | And browse all the shows in the CPA Trendlines broadcast network here “Curiosity has opened so many doors for me,” says Miller. “You have to ask questions – about your firm's services, your teammates’ work, and your goals. When you understand the full picture, you can market more effectively and bring real value to your team.”…

CPA Trendlines Podcasts

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True Grit: Recognizing Struggles That Shape Our Successes | ARC 54:06

6일 전54:06

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54:06

The ARC team spills their messiest moments and why grit—not perfection—matters most. Accounting ARC With Byron Patrick, Liz Mason, and Donny Shimamoto Center for Accounting Transformation In the latest episode of Accounting ARC, hosts Donny Shimamoto, CPA.CITP, CGMA; Liz Mason, CPA; and Byron Patrick, CPA.CITP, CGMA, lay down their professional armor to explore one central theme: grit—what it means, when it matters, and how it shows up in real life. MORE Accounting ARC: More Admins, Fewer Students, No Plan | What Career Advice Gets Wrong for Gen Z - And How to Fix It | Your Identity is Not a Liability | What Happens in Vegas… Gets Reported on a Tax Return | Burnout, Be Gone: Accounting Needs a Boundary Breakthrough | The Ultimate Business Hack You’re Probably Ignoring | Resilience, Real Talk, and the Road to Mental Wellness | Blockchain Could Still Reshape Accounting | What Gen Z Wants from Business | Firm Differentiation Depends Upon Client Service | “This episode was about being honest,” says Patrick, CEO of VERIFYiQ and co-founder of TB Academy. “There are moments in everyone’s career where it all feels like too much.”…

CPA Trendlines Podcasts

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Art Werner: The Hidden Tax Hike for Accountants in Trump’s “Big Beautiful Bill” | Quick Tax Tip 3:53

7일 전3:53

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3:53

"Every bill hides a tax increase." Quick Tax Tip With Art Werner CPE Today Trump’s new “Big Beautiful Bill” might look like a win for taxpayers...but not so fast. For accountants, lawyers, consultants, and other professional service providers, it could bring a stealthy tax hike. Click here for more Art Werner In this episode of Quick Tax Tip, expert Art Werner unpacks how this proposed legislation may change the way accountants—and other professionals—get taxed. The bottom line? If you’re part of a pass-through entity, your tax benefits may be about to shrink. Werner opens the discussion with a familiar refrain in tax: It depends.…

CPA Trendlines Podcasts

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Stay Employable in the Age of AI | Accounting Influencers 13:36

7일 전13:36

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13:36

Plus, get 20 key takeaways, including life after layoffs. Accounting Influencers With Rob Brown As technology transforms the accounting profession, jobs are being redefined—or eliminated altogether. In this episode of Accounting Influencers , host Rob Brown unpacks the wave of layoffs sweeping through the Big Four and leading software providers and what it means for the future of accounting careers. MORE Accounting Influencers with Rob Brown Layoffs at PwC, EY, Deloitte, KPMG, and Intuit are a wake-up call. These aren’t just belt-tightening moves—they’re signs of a larger shift driven by AI and automation. PwC cut 1,500 jobs in May, EY let go of over 1,400 employees, and Deloitte laid off "an unspecified number." Meanwhile, Intuit laid off 1,800 employees to invest more heavily in AI. As Brown puts it: “This isn’t just about cutting costs. These firms are pivoting to hire people who can drive tech-enabled growth.” The message is clear: jobs are disappearing, but new ones are emerging—for those with the right skills.…

CPA Trendlines Podcasts

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Yoss: Don't Let a Crash Wreck You| Quick Tech Talks 2:05

8일 전2:05

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2:05

Back up your data in 10 minutes or less. It could be the most important thing you do today. Quick Tech Talk With Steve Yoss CPE Today In the latest episode of Quick Tech Talks, you’ll learn why backing up your data isn’t just for IT professionals or large companies—it’s something anyone can do in just 10 minutes, using tools you likely already have. MORE Steve Yoss here MORE TECH Whether you're managing financials, running a firm, or just storing family photos, protecting your digital files is no longer optional. With rising ransomware threats and hardware failure still a common reality, having a reliable backup strategy is the digital equivalent of locking your doors at night. Fortunately, getting started is way easier than you might think. “It doesn’t require a lot of technical expertise,” Yoss explains. “If you’ve got 10 minutes, you can do it.”…

CPA Trendlines Podcasts

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Martha Yasso: From Wall Street Warrior to Main Street Ally | The Disruptors 48:02

8일 전48:02

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48:02

Your real ROI comes from relationships, not spreadsheets. The Disruptors With Liz Farr Martha Yasso didn’t just balance billion-dollar books — she watched businesses crumble under them. CPA TRENDLINES CELEBRATES: The 100th Episode of The Disruptors MORE Jackie Meyer and The Concierge CPA MORE STREAMING: Jackie Meyer: Tax Plans in 90 Seconds? Believe It | Erica Goode: Build a $200K Firm in 15hrs/Week | Randy Crabtree: Live at the Intersection of Passion & Skill | McClelland and Telka: Women Ready to Rewrite the Rules of Accounting | Jacob Schroeder: AI Won’t Replace Accountants—But It Will Reveal Who’s Replaceable | Ditching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | Jean Zick: Happy Team = Happy Clients | Breslin & Greathead: Be a Client Advocate | Dominic Piscopo: Clear Pay=Bargaining Power | Debbie Kilsheimer: Stop Thinking Small | She began her career in the high-octane world of junk bonds on Wall Street, where she relished the analytical challenges of cash flow modeling. But what initially felt like powerful work soon turned emotionally draining. “I was ripping apart companies and watching it happen in real time,” she says. “It was exhausting and depressing.” Her breaking point came with the downfall of Toys R Us. “It failed because of where the cash was going. It wasn’t being reinvested into the business — it was being pulled out for gains by management.” That moment crystallized a new purpose for Yasso. She didn’t want to watch from the sidelines as companies fell apart. She wanted to help build them.…

CPA Trendlines Podcasts

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Crosby, Johnston: A Human-First, Tech-Forward Future | Holistic Guide to Wealth Management 47:55

9일 전47:55

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47:55

Research shows that money activates more areas of the brain than sex, death, politics, or religion. By Rory Henry CFP®, BFA™ For CPA Trendlines A recent McKinsey study found that the demand for holistic financial advice increased 60% from 2018 to 2023. Meanwhile, another McKinsey study projected a shortage of 100,000 financial advisors by 2034 . That gap is leaving a massive opportunity for CPAs to step up as holistic advisors. MORE Rory Henry and The Holistic Guide to Wealth Management BUY the Holistic Guide to Wealth Management A recent Holistic Guide to Wealth Management book panel discussion with two industry luminaries showed that CPAs who are in the best position to thrive as holistic advisors are those who use technology to deliver deeper planning and relationship-driven advice. “Traditional econometric models were all predicated on this idea that people were rational,” noted psychologist, author, and behavioral finance expert, Dr. Daniel Crosby. “What we actually know is that it is perhaps least true of us when it comes to money.”…

CPA Trendlines Podcasts

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Reza Hooda: Model a 7-Figure Firm in 10Hrs/Week | The Concierge CPA 34:17

9일 전34:17

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34:17

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 with The Profitable Accountants Community, discuss the transformative journey of Hooda from a traditional accounting background to modernizing his practice through value pricing and effective client engagement strategies. More Jackie Meyer They explore the importance of pricing psychology, positioning, and the four pillars of success in building a thriving accounting firm. Reza shares his insights on the challenges faced by accountants and the necessity of niching down to attract the right clients. The discussion also touches on the impact of mentorship and continuous learning in achieving business growth and personal freedom.…

CPA Trendlines Podcasts

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Deal or No Deal? The P.E. Dilemma for Firms | Accounting Influencers 23:55

11일 전23:55

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23:55

Leaders must decide whether to follow the money—or protect their independence. Accounting Influencers With Rob Brown In a striking shift that’s redefining the accounting profession, private equity is no longer circling—it’s landed. On a recent episode of the Accounting Influencers Podcast , host Rob Brown breaks down what might be the most transformative trend facing accounting firm leaders today: the rapid influx of private equity (PE) into the industry. MORE Accounting Influencers with Rob Brown "Would you sell half of your accounting firm to a private equity firm for a billion dollars?" Brown asks. “Because some of the biggest names in our industry already have.” And they’re not small names. Baker Tilly, the 10th largest U.S. accounting firm, recently sold more than 50% of its business to a private equity firm. Grant Thornton did the same. The motivations are clear: stay competitive, invest in technology, attract top-tier talent, and survive the pressures of a changing profession. The episode lays out the perfect storm: firms are grappling with shrinking margins, relentless competition, and a talent shortage unlike any in recent history. Against this backdrop, private equity offers a lifeline—cash, resources, and a roadmap for accelerated growth. But the promise comes with caveats. “With that capital comes leverage and debt,” Brown warns. “Is this injection of cash helping firms stay relevant, or is it putting them at risk of losing their independence?”…

CPA Trendlines Podcasts

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Kristen Lewis: Growth Strategy that Actually Works | Capstone Conversations 29:48

12일 전29:48

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29:48

To turn disruption into opportunities, get marketers to the table "early and often." Capstone Conversations By Jean Caragher For CPA Trendlines Kristen Lewis, Managing Director of Marketing for EisnerAmper and the 2025 Association for Accounting Marketing (AAM) Marketer of the Year, joins Jean Caragher on Capstone Conversations to share lessons from her marketing leadership, insights on post-pandemic strategy shifts, and her vision for the profession’s future. The conversation examines both the tactical and human aspects of CPA firm marketing in an era of rapid change, industry consolidation, and heightened client expectations. Follow Jean Caragher on CPA Trendlines here . | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Catch Jean Caragher's other show, Gear Up for Growth, here. | And browse all the shows in the CPA Trendlines broadcast network here Lewis reflects on her oft-quoted phrase from a previous Capstone appearance during COVID—“building the car while driving it”—as still being true today. She notes that the firm’s post-pandemic agility has become both a strength and a challenge, with the pace of innovation and disruption keeping teams moving at high speed. “We proved to ourselves that we could be nimble and change things on the fly,” she says. “That’s exciting, but also exhausting at times.”…

CPA Trendlines Podcasts

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More Admins, Fewer Students, No Plan | ARC 36:29

13일 전36:29

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36:29

Hosts call out the fiscal dysfunction behind America’s school meltdown. Accounting ARC With Byron Patrick, and Donny Shimamoto When CNBC published a video examining why U.S. public schools are facing severe budget shortfalls, it sparked a passionate accounting conversation. On the Accounting ARC podcast, co-hosts Donny Shimamoto, CPA.CITP, CGMA, and Byron Patrick, CPA.CITP, CGMA, offer a reaction episode that reframes the crisis through the lens of financial strategy—and accountability. MORE Accounting ARC: What Career Advice Gets Wrong for Gen Z - And How to Fix It | Your Identity is Not a Liability | What Happens in Vegas… Gets Reported on a Tax Return | Burnout, Be Gone: Accounting Needs a Boundary Breakthrough | The Ultimate Business Hack You’re Probably Ignoring | Resilience, Real Talk, and the Road to Mental Wellness | Blockchain Could Still Reshape Accounting | What Gen Z Wants from Business | Firm Differentiation Depends Upon Client Service | Both CPAs were struck by one glaring omission in the original reporting: the absence of accounting professionals in decision-making roles. “Where’s the CFO?” asks Shimamoto, founder and managing director of IntrapriseTechKnowlogies, and founder and inspiration architect of the Center for Accounting Transformation. “Who looked at the time limits on that COVID-era grant money and said, ‘Hey, this isn't going to last’?” Patrick, CEO of VERIFYiQ, and co-founder and educator at TB Academy, echoes that frustration: “It’s like budgeting on hopes and dreams instead of facts and forecasts.”…

CPA Trendlines Podcasts

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Art Werner: Use This Window Wisely | Quick Tax Tip 2:30

14일 전2:30

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2:30

...Before year-end chaos returns... Quick Tax Tip With Art Werner CPE Today Busy season is behind us. Year-end reporting deadlines haven’t hit yet. That makes right now the sweet spot for strategic client outreach—and tax professionals shouldn’t waste a second of it. Click here for more Art Werner In the latest episode of the Quick Tax Tip podcast, listeners get an urgent wake-up call: This is the moment to reconnect with clients, reevaluate their entity structures, and prepare them for the potential ripple effects of new legislation. “This might be the best question any tax pro could ask right now,” Werner says in response to a question about how to prioritize client conversations after busy season. “You’ve got breathing room—use it.”…

CPA Trendlines Podcasts

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BPM CEO Jim Wallace: Cracking the Code on Inclusion | MOVE Like This 44:03

14일 전44:03

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44:03

“You can have inclusion without belonging, but it’s not going to stick. People need to feel they matter.” MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines In this episode of MOVE Like This , host Bonnie Buol Ruszczyk talks with Jim Wallace, CEO of BPM, about how the firm has embedded diversity, equity, inclusion, and belonging (DEIB) into the core of its culture and strategy. With more than 40 years in public accounting, Jim shares candid insights into how BPM went beyond the “check the box” approach to DEIB by making it a CEO-led initiative from the start. MORE MOVE Wallace explains that BPM’s brand promise, “Because People Matter,” isn’t just a slogan, but a foundational principle that informs every part of the firm’s operations, from leadership development to firm-wide engagement. DEIB is not treated as a standalone initiative; it’s part of the firm’s strategic plan and embedded in its values, mission, and even metrics. For example, BPM uses colleague engagement surveys to track employee sentiment, finding that 82% of employees feel they can bring their authentic selves to work. These insights drive changes in programming and support for staff.…

CPA Trendlines Podcasts

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Yoss: You Need a REAL Data Backup Plan - Right Now | Quick Tech Talks 2:05

15일 전2:05

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2:05

A brief disruption could cost you thousands. A complete failure could cost you everything. Quick Tech Talk With Steve Yoss CPE Today In the digital era, your data is your most valuable asset. Whether you're serving clients, analyzing operations, or simply keeping your business afloat, uninterrupted access to accurate data is essential. But what happens when that access is suddenly taken away? MORE Steve Yoss here MORE TECH That’s the urgent question explored in the latest episode of Quick Tech Talks, where the focus is on why every business—regardless of size or industry—needs a robust, modern data backup strategy. This isn’t just about peace of mind. It’s about regulatory compliance, operational continuity, and business survival.…

CPA Trendlines Podcasts

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Jackie Meyer: Tax Planning in 90 Seconds? Believe It | The Disruptors 45:27

15일 전45:27

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45:27

Boundaries, balance, and tech-powered efficiency are key to more fulfilling work. The Disruptors With Liz Farr Jackie Meyer envisions a future where every taxpayer “has some kind of democratized access to tax-saving ideas.” Those on the lower end of the income spectrum might be able to upload their 1040s for an instant readout of missed tax saving opportunities and connection to an advisor. CPA TRENDLINES CELEBRATES: The 100th Episode of The Disruptors MORE STREAMING: Erica Goode: Build a $200K Firm in 15hrs/Week | Randy Crabtree: Live at the Intersection of Passion & Skill | McClelland and Telka: Women Ready to Rewrite the Rules of Accounting | Jacob Schroeder: AI Won’t Replace Accountants—But It Will Reveal Who’s Replaceable | Ditching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | Jean Zick: Happy Team = Happy Clients | Breslin & Greathead: Be a Client Advocate | Dominic Piscopo: Clear Pay=Bargaining Power | Debbie Kilsheimer: Stop Thinking Small | Until that future of democratized access, Meyer wants to spread the word about the incredible opportunity for tax professionals to specialize in tax planning and advisory. “I was able to sell my own firm with 56 clients for just at seven figures because I led with tax advisory,” Meyer recalls. Her seven-figure firm required only four hours per week. In her third appearance on The Disruptors with Liz Farr, Meyer discusses her next step in supporting tax advisory professionals with a new community, TaxPlanIQ Growth Plan. This new community revolves around the tax planning software she created, TaxPlanIQ. Meyer’s tech firm was selected for the 2023 CPA.com Startup Accelerator Program. “We have gotten tax plan creation automated and down into just two to three minutes per tax plan,” she explains.…

CPA Trendlines Podcasts

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DiJoseph and Mazabel: Estate Planning Is the New Advisory Service Power Play | Holistic Guide to Wealth Management 47:04

16일 전47:04

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47:04

Connecting the dots between behavior, legacy, and tax strategy unlocks greater trust—and stronger returns—for clients. By Rory Henry CFP®, BFA™ For CPA Trendlines In today’s evolving advice landscape, being an expert in investment portfolios or tax returns is just table stakes. To stand out in a crowded field, you must be able to think at least two steps ahead of your clients. It means helping clients navigate life transitions, avoid costly mistakes, and leave a legacy with intention. MORE Rory Henry and The Holistic Guide to Wealth Management BUY the Holistic Guide to Wealth Management As you’re probably sensing, we’re not just in the business of numbers today. We’re in the business of behavior and relationships. That’s the message during the latest Holistic Guide to Wealth Management book panel featuring Michael DiJoseph, CFA, a senior strategist at Vanguard’s Investment Advisory Research Center, and Andres Mazabel, head of Advisor Sales at Trust & Will. The discussion unpacks what 25 years of Vanguard’s Advisor Alpha research tells us about advisor value—and how digital estate planning is becoming a powerful new entry point for meaningful client conversations.…

CPA Trendlines Podcasts

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Chris Papin: A Bold Blueprint for the Modern Firm | The Concierge CPA 30:04

16일 전30:04

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30:04

This interdisciplinary approach offers a glimpse into the future of the accounting profession. The Concierge CPA With Jackie Meyer For CPA Trendlines In this episode of The Concierge CPA , host Jackie Meyer introduces an extraordinary guest who truly embodies the term concierge advisor . Meet Chris Papin—CPA, attorney, insurance producer, and all-around problem-solver for small business clients navigating today’s increasingly complex financial landscape. Papin, founder of both Papin CPA and Papin Law, brings a rare blend of legal, accounting, and advisory insight under one roof. Based in Edmond, Oklahoma, his firm is not only a one-stop shop for tax compliance and estate planning—it’s a home base for strategic conversations, real-world coaching, and highly personalized service. More Jackie Meyer Papin’s journey began when a college professor explained that certain advanced tax topics were reserved for lawyers. That stuck. Years later, Papin is that lawyer—and CPA—bringing the skipped chapters into focus for his clients. His multi-credentialed approach is more than a résumé flex; it’s a direct response to client demand for integrated, trustworthy, and empathetic advisory. “Small business owners often need to pull five levers to get all the professionals they need in one room. I decided to be all five,” Papin quips.…

CPA Trendlines Podcasts

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Nick Huber: From Noise to Noteworthy | Accounting Influencers 25:31

18일 전25:31

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25:31

Ditch bland blogs and craft content that actually converts. Accounting Influencers W ith Rob Brown In this Accounting Influencers episode, Nick Huber—former Financial Times journalist and expert in content strategy—calls out the elephant in the accounting marketing room: most firm content is forgettable. But it doesn’t have to be. More Accounting Influencers with Rob Brown here Instead of cranking out generic updates and lifeless newsletters, Huber challenges firms to rethink their approach. “Content is more than a checkbox. It’s your chance to stand out, show what you know, and shape how people perceive your firm,” he says. Despite his statement, Huber does offer two checklists for evaluating and producing lead-generating content.…

CPA Trendlines Podcasts

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Kimberly Ellison-Taylor: Why Small Firms Hold the Key to Accounting’s Talent Crisis | Gear Up For Growth 35:10

19일 전35:10

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35:10

They're not leaving the firm. They're leaving you. Gear Up for Growth With Jean Caragher For CPA Trendlines What’s driving talent out of accounting firms? According to Kimberly Ellison-Taylor, CPA, CGMA, CITP, CISA, everything from outdated leadership to untold success stories is pushing promising professionals away. In this episode of Gear Up for Growth , powered by CPA Trendlines, host Jean Caragher sits down with the powerhouse behind KET Solutions to explore how the profession can—and must—change to attract and retain the next generation. Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's competitive landscape. More Gear Up for Growth | More Capstone Conversations with Jean Caragher | More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More CPA Trendlines videos and podcasts here Ellison-Taylor, former chair of both the AICPA and the Maryland Association of CPAs, started her journey into accounting as a third grader inspired by a career-day presentation. That spark led to decades of leadership—and now, a mission to transform the narrative around what it means to be a CPA. Originally published Jan. 10, 2025.…

CPA Trendlines Podcasts

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The Hidden Reason You're Exhausted | ARC 38:42

20일 전38:42

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38:42

Discover the link between triggers, burnout, and the power of saying “not right now.” Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Let’s be honest: the accounting profession isn’t exactly known for work-life balance. Long hours, tax season sprints, and "just one more thing" emails can leave even the most seasoned pros teetering on the edge of burnout. In this episode of ARC, hosts Liz Mason, CPA; Donny Shimamoto, CPA.CITP, CGMA; and Byron Patrick, CPA.CITP, CGMA, confront that edge—and explain why healthy boundaries are more than just trendy jargon. They're essential tools for staying sane, productive, and professionally respected. MORE Accounting ARC: Your Identity is Not a Liability | What Happens in Vegas… Gets Reported on a Tax Return | Burnout, Be Gone: Accounting Needs a Boundary Breakthrough | The Ultimate Business Hack You’re Probably Ignoring | Resilience, Real Talk, and the Road to Mental Wellness | Blockchain Could Still Reshape Accounting | What Gen Z Wants from Business | Firm Differentiation Depends Upon Client Service “Burnout is basically professional depression,” says Mason, CEO of High Rock Accounting. “If you find yourself triggered, angry, or exhausted at work all the time, there’s a good chance your boundaries are being violated—and you might not even realize it.” From protecting their calendars to setting clear expectations with clients and teams, the ARC crew shares how they’ve each developed personal systems that work for them, not just their inboxes. And while TikTok may glamorize the “just say no” mentality, the hosts caution against confusing boundaries with avoidance. Originally published May 29, 2025.…

CPA Trendlines Podcasts

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Hannah Munro: Real Reasons Change Fails | Accounting Influencers 31:33

21일 전31:33

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31:33

From unclear goals to digital missteps, this episode outlines what it takes to transform with confidence. Accounting Influencers With Rob Brown Change isn’t slowing down. It’s speeding up. And according to Hannah Munro, that’s precisely why finance professionals can’t afford to treat transformation as a one-time event. More Accounting Influencers with Rob Brown here In this episode of Accounting Influencers, Munro—managing director of ITAS Solutions and host of the CFO 4.0 podcast—discusses driving successful change in accounting and finance. She dives into why so many transformation initiatives fail and outlines a smarter path forward for firms looking to adapt, evolve, and thrive. “The pace of change is accelerating,” Munro explains. “That volatility and uncertainty are forcing finance professionals to elevate their role.” According to Munro, a startling 70% of transformation projects fail, but she believes it’s not because change is impossible—it’s because the foundations are shaky from the start. This was originally published April 19, 2025.…

CPA Trendlines Podcasts

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Chris Vanover: Audit, Rebranded: Now with 100% Less Misery | The Disruptors 49:53

22일 전49:53

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49:53

CPAClub is doing what few dared: killing the billable hour, shrinking the workweek, and proving that audit doesn’t have to suck. The Disruptors With Liz Farr Public accounting has long had a reputation for being slow to change, but in the world of audit, that pace has been glacial. Chris Vanover, CPA, founder and president of CPAClub (formerly AuditClub), is here to challenge that status quo. In this episode of The Disruptors , Vanover shares how he’s rebuilding audit from the ground up—ditching billable hours, crushing burnout, and making accounting cool (and flexible) again. CPA TRENDLINES CELEBRATES: The 100th Episode of The Disruptors MORE STREAMING: Erica Goode: Build a $200K Firm in 15 Hours a Week | Randy Crabtree: Live at the Intersection of Passion & Skill | McClelland and Telka: Women Ready to Rewrite the Rules of Accounting | Jacob Schroeder: AI Won’t Replace Accountants—But It Will Reveal Who’s Replaceable | Ditching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | Jean Zick: Happy Team = Happy Clients | Breslin & Greathead: Be a Client Advocate | Dominic Piscopo: Clear Pay=Bargaining Power | Debbie Kilsheimer: Stop Thinking Small And the transformation doesn’t stop with audit. CPAClub has expanded into tax and advisory, now offering a broader array of subscription-based solutions for CPA firms. CPAClub isn’t your typical firm—and Vanover isn’t your typical leader. Rather than tracking time like an industrial-era factory, CPAClub operates like a subscription service. CPA firms buy weekly “access passes” to seasoned professionals—aka “chiefs” and “crew”—who deliver solutions, not hours. Each day ends with a “solution scorecard” detailing the work completed, best practices, and observations.…

CPA Trendlines Podcasts

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Johnston: Private Equity, Shady Vendors, and Broken Software | Accounting Influencers 23:28

25일 전23:28

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23:28

"We've got a real problem. And no easy fix." Accounting Influencers With Rob Brown The accounting profession is undergoing a seismic shift—and not all of it bodes well for those who value independence, innovation, or client service. In this episode of Accounting Influencers, veteran tech strategist Randy Johnston, shareholder at K2 Enterprises, reveals the hard truths behind the changing operational and technological landscape of accounting firms. MORE Accounting Influencers with Rob Brown Johnston, who has advised thousands of firms across four decades, shares what he’s hearing behind closed doors at events like AICPA ENGAGE. From AI hysteria to private equity overreach, the most alarming trend is clear: “We’re seeing the erosion of what made accounting firms trusted advisors in the first place.” According to Johnston, the most disturbing trend is the hollowing out of accounting technology products. As private equity and public companies consolidate the market, product quality is dropping, support is slower, and innovation is stagnating.…

CPA Trendlines Podcasts

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Anshul Agrawal: Gain a Competitive Edge Through Direct Ownership Offshoring | Gear Up For Growth 35:54

26일 전35:54

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리스트

35:54

Get more control, greater flexibility, and a path to smarter growth. Gear Up for Growth With Jean Caragher For CPA Trendlines In this episode of Gear Up for Growth, powered by CPA Trendlines, Anshul Agrawal, founder of June15 Consulting, shares how direct ownership offshoring is helping CPA firms unlock long-term value and sharpen their competitive edge. Gear Up for Growth spotlights the best strategies for smart and effficient growth in today's competitive landscape. Gear Up for Growth every Friday here. More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More Gear Up for Growth More CPA Trendlines videos and podcasts here “Direct ownership offshoring is no longer just for the Top 100 firms,” Agrawal explains. “Whether you're a solo practitioner or a mid-sized firm, the model gives you full control of your offshore team without the middlemen – and that changes everything.” According to Agrawal, direct ownership offshoring – where firms directly employ and manage offshore staff – offers a more strategic and cost-effective alternative to traditional outsourcing. It enables firms to maintain independence, expand capacity, and deliver year-round support while improving margins.…

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