Rephonic
Artwork for CPA Trendlines Podcasts

CPA Trendlines Podcasts

CPA Trendlines
Accounting
Artificial Intelligence
Private Equity
Accounting Profession
Leadership
Diversity, Equity, and Inclusion
Tax Planning
Accounting Industry
Bookkeeping
Public Accounting
Workplace Culture
Technology
Financial Planning
Client Accounting Services
Cpas
CPA Firms
Advisory Services
Podcasting
AI In Accounting
Accounting Firms

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

PublishesDailyEpisodes689Founded6 years ago
Number of ListenersCategories
NewsBusiness News

Listen to this Podcast

Artwork for CPA Trendlines Podcasts

Latest Episodes

The hardest workplace lesson isn't spotting a bad manager—it's recognizing when you're standing in your own way.

Accounting ARC

With Liz Mason and Byron Patrick

Center for Accounting Transformation

In a candid, unfiltered episode of Accounting ARC... more

YouTube

Modernizing the Profession Without Losing Its Core.

Full show notes here

The Holistic Guide to Wealth Management

With Rory Henry, CFP®, BFA™

It’s no secret that the accounting profession is undergoing one of the most significant transitions in its... more

YouTube

Every client relationship is now up for renewal—and every partner has to learn how to compete.

Full show notes here

Gear Up for Growth

with Jean Caragher

for CPA Trendlines

“The relationship gets you in the door, but it doesn't get you the work,... more

YouTube

These accounts offer unique contribution opportunities, strict investment guidelines, and a pathway to future retirement savings.

Full show notes here

Quick Tax Tip

With Art Werner

CPE Today

Art Werner outlines the five key rules advisors and fam... more

YouTube

Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
Podcast Host
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.

Recent Guests

Ira Rosenbloom
CEO of Optimum Strategies
Optimum Strategies
Episode: Ira Rosenbloom: PE Forces Firms to Pick a Future | The Disruptors
Doug Slaybaugh
Founder of the CPA Coach
CPA Coach
Episode: Doug Slaybaugh: How to Define "Values in Motion" | The Disruptors
Art Werner
tax guru
Episode: Art Werner: ‘Free Money’ for New Trump Accounts | Quick Tax Tip
Nancy McClelland
Owner of The Dancing Accountant; founder of the Ask a CPA Community; co-host of the She Counts Podcast
The Dancing Accountant / Ask a CPA Community
Episode: Nancy McClelland: Bookkeepers Need a Safe Space to Collaborate | The Disruptors
Guillaume Turmel
PhD candidate researching inclusion at the University of Melbourne
University of Melbourne
Episode: Guillaume Turmel: What Genuine Workplace Inclusion Feels Like Beyond Policies & Programs | MOVE Like This
Dominic Piscopo
Big Four Transparency
Episode: Dominic Piscopo: Crowdsourced Salary Data Sparks Accounting Change | Accounting Conversations
Jeff Seibert
Founder and CEO of Digits
Digits
Episode: Jeff Seibert: Digits Software Moves Toward Real-Time Accounting | The Disrupters
Tyler Anderson
Director of ANA Innovation and Accountability Plus
Accountability Plus
Episode: Tyler Anderson: Audit Transformation Is a Mindset, Not a Destination | The Disruptors
Chase Damiano
Founder of Human at Scale
Human at Scale
Episode: Chase Damiano: Good Operations Means Defining How the Hand-Offs Happen | The Disruptors

Hosts

Byron
Host of ARC Podcasts and related shows; appears across episodes as a primary host
Liz Farr
Co-host with broad presence across episodes; often handles interview framing and moderating discussions

Reviews

3.7 out of 5 stars from 12 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.

Real-world frameworks you can test in your practice
Engaging guests and practical takeaways for firm leaders
High-quality guests and actionable insights into leadership and AI

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Allan Koltin: What Elite CPA Firms Do Differently | Gear Up for Growth
Q: What should leaders do to gain trust from the majority of partners?
Leaders must earn trust and respect through consistent accountability, clear goal-setting tied to compensation, and a demonstrated ability to drive results for the firm and its people.
Allan Koltin: What Elite CPA Firms Do Differently | Gear Up for Growth
Q: What is the biggest leadership mistake CPA firms make today?
Many firms cling to fiercely independent mindsets and fail to align partners around a cohesive strategy, leading to stalemates and slow decision-making that sabotages performance.
Ira Rosenbloom: PE Forces Firms to Pick a Future | The Disruptors
Q: Looking three to five years ahead, how do you see ownership, succession, and firm structure evolving for mid-size firms like these?
Ownership models will increasingly allow non-traditional owners such as process specialists, HR experts, and project managers to gain equity or closer influence, enabling a more resilient structure. AI is expected to reduce monotonous work and create opportunities for advisory-focused growth, making firms more attractive to younger talent and allowing partners to redirect effort toward high-value services and client outcomes rather than pure compliance.
Ira Rosenbloom: PE Forces Firms to Pick a Future | The Disruptors
Q: Now, say I'm the owner of one of these 5 to 10 million firms, and I've got people starting to approach me. What options do I really have? Should I sell, grow, partner, or stay independent?
Owners should assess whether their partners will stay engaged, consider staff retention and client relationships, and weigh ownership structures. The right move depends on cultural fit, the ability to maintain your engine post-transaction, and whether you can keep key staff energized. A realistic scorecard and consensus among leadership can help decide whether to sell, stay independent, or pursue a partnership or staged growth, with a preference for options that preserve staff morale and client service quality.
Ira Rosenbloom: PE Forces Firms to Pick a Future | The Disruptors
Q: Fascinating. Now, as interest in these firms grows, who are the most interested buyers? Is this private equity, strategic buyers, or others?
Private equity firms are currently the loudest buyers in this segment, capable of experimenting and layering on value through portfolios and tech-enabled enhancements. Larger firms with private equity within them act more as strategic acquirers, focusing on geographic and service-market expansion, while the best outcomes come from firms that demonstrate strong metrics, scalable infrastructure, and a compelling growth story.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About CPA Trendlines Podcasts

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

The show centers on leadership, growth, technology, and transformation within the accounting and professional services world. Episodes frequently explore how to develop people, adopt AI and data analytics, manage change in firms, and expand advisory capabilities beyond traditional accounting services. Guests tend to be senior practitioners, thought leaders, and practitioners who have built innovative models or led transformations in CPA firms and related organizations. A notable pattern is connecting practical, people-centered leadership to measurable firm outcomes such as retention, growth, and differentiated client service. This mix makes it valuable for firm leaders, partners, and professionals who want actionable strategies for scaling,... more

Where can I find podcast stats for CPA Trendlines Podcasts?

Rephonic provides a wide range of podcast stats for CPA Trendlines Podcasts. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to CPA Trendlines Podcasts and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does CPA Trendlines Podcasts get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for CPA Trendlines Podcasts, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for CPA Trendlines Podcasts?

Rephonic provides comprehensive predictive audience data for CPA Trendlines Podcasts, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does CPA Trendlines Podcasts have?

To see how many followers or subscribers CPA Trendlines Podcasts has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to CPA Trendlines Podcasts?

These podcasts share a similar audience with CPA Trendlines Podcasts:

1. Jason On Firms Podcast
2. The Accounting Podcast
3. Investing Experts
4. All-In with Chamath, Jason, Sacks & Friedberg
5. The Compound and Friends

How many episodes of CPA Trendlines Podcasts are there?

CPA Trendlines Podcasts launched 6 years ago and published 689 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact CPA Trendlines Podcasts?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for CPA Trendlines Podcasts?

Rephonic pulls ratings and reviews for CPA Trendlines Podcasts from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for CPA Trendlines Podcasts?

Rephonic provides full transcripts for episodes of CPA Trendlines Podcasts. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on CPA Trendlines Podcasts?

Recent guests on CPA Trendlines Podcasts include:

1. Ira Rosenbloom
2. Doug Slaybaugh
3. Art Werner
4. Nancy McClelland
5. Guillaume Turmel
6. Dominic Piscopo
7. Jeff Seibert
8. Tyler Anderson

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.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days