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CPA Trendlines Podcasts

CPA Trendlines
Accounting
Diversity, Equity, Inclusion, and Belonging
Mental Health
Accounting Profession
Microsoft Power BI
CPA Firms
Tax
Automation Tools
Finance
Artificial Intelligence
CPE Today
Corporate Culture
Charitable Giving
Value Pricing
Blockchain Technology
Technology
Work-Life Balance
Business Intelligence
Geni Whitehouse
Profitability

Exclusive information. Extraordinary insight.See all podcast episodes here: cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for ou... more

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Latest Episodes

Stop billing. Start thrilling.

Gear Up for Growth

With Jean Caragher

For CPA Trendlines

In a re-energizing episode of Gear Up for Growth, Paul Dunn makes the case that the billable hour isn’t just outdated—it’s holding firms back. The four-time T... more

YouTube

Break down the new law, the unanswered questions, and why waiting for certainty is a strategic mistake.

Big 4 Transparency

By Dominic Piscopo, CPA

For CPA Trendlines

What does it take to turn dense tax law into business wins? In this episode of the... more

YouTube

Exhaustion, chaos, and missed lives are the result of design choices—not destiny.

The Disruptors

With Liz Farr

Brenda Cannon, co-founder of Cannon and Associates, has been pioneering a creative approach for taming tax season madness: every return i... more

YouTube

Charitable gift financing has been IRS-validated for decades, yet many still avoid it.

The Concierge CPA

With Jackie Meyer

For CPA Trendlines

In this episode of the Concierge CPA podcast, host Dr. Jackie Meyer, CPA, puts a spotlight on a charitable... more

YouTube

Key Facts

Accepts Guests
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Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

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The Accounting PodcastBlake Oliver & David Leary
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HBR IdeaCastHarvard Business Review
WSJ What’s News
WSJ What’s NewsThe Wall Street Journal

Recent Guests

Aleksander Dyo
Managing director and founder of Wealth Excel
Wealth Excel
Episode: Aleksander Dyo: It's Not a Loophole; It's a Missed Opportunity | The Concierge CPA
Lou Grassi
CEO, founder, and managing partner of Grassi, recognized for client service and leadership in accounting
Grassi Advisors
Episode: Lou Grassi: "How the Hell Did This All Happen?" | Gear Up For Growth
Phil Whitman
President and CEO of Whitman Advisory, helping firms with succession planning, M&A, talent and profitability.
Whitman Advisory
Episode: Phil Whitman: The New Era of CPA Firm Deals: Flexibility, Culture, and the Rise of “31 Flavors” | Holistic Guide to Wealth Management
Acen Hansen
Managing Director of Legacy Integrated, a wealth management firm
Legacy Integrated
Episode: Acen Hansen: You’re Not Too Rich for a Backdoor Roth | The Concierge CPA
ZeNai Savage
CPA, author and community advocate
Episode: ZeNai Savage: Using Your License as a Megaphone | ARC - SLC
Dr. Sean Stein Smith
An internationally recognized voice, a Forbes contributor, CPA, researcher, and author, educating on emerging technologies like crypto, blockchain, and AI.
Lehman College
Episode: Dr. Sean Stein Smith: Blockchain, AI, and the Future of Advisory | Holistic Guide to Wealth Management
Stacie Kwaiser
CEO of Rehmann with nearly 30 years of experience at the firm.
Rehmann
Episode: Stacie Kwaiser: The Real Reason People Stay—or Leave | MOVE Like This
Eric Majchrzak
CEO of BeachFleischman and named one of the top 100 most influential people in accounting by Accounting Today
BeachFleischman
Episode: Eric Majchrzak: Marketer-Turned-CEO Redesigns the Modern CPA Firm | Gear Up For Growth
Dan Haylett
Author of the book, The Retirement You Didn't See Coming, and host of the podcast, Humans Versus Retirement.
Episode: Dan Haylett: Redefining Success in Retirement | Holistic Guide to Wealth Management

Reviews

3.8 out of 5 stars from 10 ratings
  • We’re Tuning in Every Day!

    Rock your world with these new voices and visionaries every day. We’re re-making our firm and the people CPA Trendlines features are an inspiration. Besides, it’s real-world practical from real, live practicing professionals like us. They’ve got it figured out and we’re learning something new every time. Best of all, the stuff works! Weve .

    Apple Podcasts
    5
    Sagabonacker
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The show is praised for its focus on actionable intelligence, which is highly valued by its audience of busy professionals.
Listeners appreciate the practical and relevant insights shared by industry professionals, highlighting the podcast's ability to inform and inspire action in their professional lives.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

The Dark Side of AI No Firm Can Ignore | Accounting Voices
Q: What should accountants considerwhen using AI?
Accountants need to audit their AI usage, verify AI-generated information, educate their teams on AI's limitations, create transparency for clients, and protect their reputations.
Brenda Cannon: Busy Season is Self-Inflicted | The Disruptors
Q: Would you be willing to share a mistake that you made, the most valuable mistake you've made?
There was a capital gain exclusion I missed because we were rushed. It felt terrible, and we had to correct it later on.
Lou Grassi: "How the Hell Did This All Happen?" | Gear Up For Growth
Q: What cultural practices or leadership habits do you think contributed most to building Grassi as a best place to work?
Building a caring culture, mentoring employees, and involving them in projects contributed to high employee satisfaction and the firm's recognition as a great place to work.
Lou Grassi: "How the Hell Did This All Happen?" | Gear Up For Growth
Q: What drove you to make the choice of implementing an Employee Stock Ownership Plan at Grassi?
The decision was influenced by a desire to keep the firm independent, allowing employees to share in ownership and ensure continued focus on client relationships.
Aleksander Dyo: It's Not a Loophole; It's a Missed Opportunity | The Concierge CPA
Q: What is a myth about charitable giving that you hear often?
Many people express surprise that such strategies exist and question why their CPAs haven't mentioned them.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
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Age Range
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Frequently Asked Questions About CPA Trendlines Podcasts

What is CPA Trendlines Podcasts about and what kind of topics does it cover?

The content consistently provides insights into the accounting, finance, and tax professions, focusing on contemporary challenges, experiences, and innovations. Topics often span from technological advancements like artificial intelligence and blockchain to practical advice on leadership, client relations, and improving work-life balance within the industry. The podcasts feature discussions that emphasize real-world applications, drawing on the expertise of seasoned professionals who share personal anecdotes, enabling listeners to better navigate their careers and organizations. With an emphasis on actionable intelligence and professional development, the discussions are tailored to equip listeners with the knowledge needed to confront emer... more

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How many listeners does CPA Trendlines Podcasts get?

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Which podcasts are similar to CPA Trendlines Podcasts?

These podcasts share a similar audience with CPA Trendlines Podcasts:

1. The Accounting Podcast
2. Marketplace
3. The Mel Robbins Podcast
4. HBR IdeaCast
5. WSJ What’s News

How many episodes of CPA Trendlines Podcasts are there?

CPA Trendlines Podcasts launched 5 years ago and published 600 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on CPA Trendlines Podcasts?

Recent guests on CPA Trendlines Podcasts include:

1. Aleksander Dyo
2. Lou Grassi
3. Phil Whitman
4. Acen Hansen
5. ZeNai Savage
6. Dr. Sean Stein Smith
7. Stacie Kwaiser
8. Eric Majchrzak

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