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CPA Trendlines Podcasts

CPA Trendlines
Accounting
Artificial Intelligence
Private Equity
Accounting Profession
Leadership
Accounting Firms
AI In Accounting
Public Accounting
Bookkeeping
Tax Planning
Cpas
Technology
Client Accounting Services
Podcasting
Diversity, Equity, and Inclusion
AICPA
Education
Career Development
Client Advisory Services
Mergers and Acquisitions

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

PublishesDailyEpisodes744Founded6 years ago
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Artwork for CPA Trendlines Podcasts

Latest Episodes

Overlooked client requests and undocumented know-how can distort pricing, strain teams, and limit advisory growth.

It's Not Just the Numbers

With Penny Breslin and Damien Greathead

For CPA Trendlines

Most accounting firm owners could tell you their... more

Recurring revenue, client boundaries, and an entrepreneurial mindset helps shape a career around family.

Accounting Conversations

With Chayton Farlee

Center for Accounting Transformation

Caitlynn Eldridge, CPA, is not trying to win a revenue contes... more

YouTube

“This isn’t a flash in the pan. This is an actual structural change in the profession.”

Big 4 Transparency

By Dominic Piscopo, CPA

For CPA Trendlines

Private equity in public accounting is often reduced to a caricature - buy, cut, flip.

Tim Brackn... more

YouTube

Burnout pushed him to rethink growth, rebuild his processes, and make room for a better life.

The Disruptors

With Liz Farr

For CPA Trendlines

When Nick Boscia joined his father's accounting firm in 2013, it was like stepping back in time.

“When I... more

YouTube

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Recent Guests

Nick Boscia
Co-owner of Boscia and Boscia PC and known as the Balanced CPA
Boscia and Boscia PC
Episode: Nick Boscia: More Clients. More Hours. Less Happiness. | The Disruptors
Trent Yesberg
Director of Regional Business Services and co-founder of Twine Apps
Regional Business Services
Episode: Trent Yesberg: How AI Re-Builds Accounting Firms | It's Not Just the Numbers
Karen Reyburn
Managing director and owner of We Are PF; author of The Accountant Marketer and Accountants, You Are Creative
We Are PF
Episode: Karen Reyburn: Use Your Creativity as a Competitive Advantage | The Disruptors
Daneen Dias
Leader in the advisory movement; referenced for advisory readiness
Infinite Ties
Episode: Would You Fire Your Firm as a Client? | Accounting Voices
Ben Taylor
Pattern interrupter who discussed technology potential
Episode: Would You Fire Your Firm as a Client? | Accounting Voices
Sagar Ahuja
From Global; discussed PE and leadership shifts
Global
Episode: Would You Fire Your Firm as a Client? | Accounting Voices
Ira Rosenblum
Commented on the rush toward private equity and growth constraints
Episode: Would You Fire Your Firm as a Client? | Accounting Voices
Kimberly Ellison Taylor
Advocate for governance before experimentation
Episode: Would You Fire Your Firm as a Client? | Accounting Voices
Alice Gray Harrison
Discusses firm change, organizational development, leadership, and culture
Episode: Would You Fire Your Firm as a Client? | Accounting Voices

Hosts

Donny
Host with a focus on accounting practice insights and practitioner perspectives
Bonnie Buol Ruszczyk
Host with MOVE Like This, affiliated with Accounting MOVE Project; Moss Adams; CPA Trendlines
Liz Farr
Host associated with The Disruptors and CPA Trendlines networks

Reviews

3.8 out of 5 stars from 13 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 States2 years ago

Listeners Say

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

Varied guests and consistent focus on leadership and culture in accounting firms.
Strong emphasis on AI adoption balanced with human judgment.
Professional and practical insights that translate to real-world firm growth.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Trent Yesberg: How AI Re-Builds Accounting Firms | It's Not Just the Numbers
Q: What was the impact in RBS? What was it like every month when you used to do billing the old way?
Yesberg says monthly billing used to take more than a day and still missed some subscriptions. Twine Biller reduced the work to about half an hour and helped the firm recover revenue.
Trent Yesberg: How AI Re-Builds Accounting Firms | It's Not Just the Numbers
Q: What's happening at Regional Business Services from an AI perspective?
Yesberg says the firm is using Claude and ChatGPT to create scripts that run locally or on its servers, automate client workflows, and reduce the time required for work.
Nick Boscia: More Clients. More Hours. Less Happiness. | The Disruptors
Q: What advice do you have for accountants who want to be better leaders?
Boscia advises finding leaders who inspire you, learning from them while retaining your own style, asking questions, developing a vision for the firm and having confidence in yourself.
Nick Boscia: More Clients. More Hours. Less Happiness. | The Disruptors
Q: What is the most valuable mistake you've made? And that's valuable in terms of the lessons you learned.
Boscia says giving every client his cell number led to calls at all hours and significant stress. He removed it from his business card and email signature and recommends keeping client contact scheduled by appointment.
Rachel Anevski: Your Next Leader Will Not Develop by Accident | The Disruptors
Q: Where do you see the accounting profession in 10 years?
Firms will increasingly function as ecosystems blending CPA services with consulting, technology, and advisory offerings; traditional partners at the top may be fewer, with more emphasis on enabling others, AI-enabled workflows, and multi-generational collaboration.

Audience Metrics

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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?

A podcast focused on the accounting, tax, and finance professions, with episodes exploring how technology, AI, and automation intersect with advisory services, leadership, pricing, and firm growth. Guests range from AI practitioners and CTOs to practitioners sharing real-world growth, governance, and workforce strategies, often tying technical developments to practical client outcomes. Noteworthy is a recurring emphasis on human-centered advisory, organizational culture, and strategic transformation—topics that appeal to firm leaders, partners, and ambitious practitioners looking to stay ahead in a fast-changing industry.

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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. Accounting Firm Coach: Office Hours
3. Small Business Tax Savings Podcast
4. Founders
5. NPR News Now

How many episodes of CPA Trendlines Podcasts are there?

CPA Trendlines Podcasts launched 6 years ago and published 744 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. Nick Boscia
2. Trent Yesberg
3. Karen Reyburn
4. Daneen Dias
5. Ben Taylor
6. Sagar Ahuja
7. Ira Rosenblum
8. Kimberly Ellison Taylor

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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