CPA Trendlines Podcasts

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!

Building a firm should provide time, money, and freedom. The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn 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 MeyerThey 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. 

Leaders must decide whether to follow the money—or protect their independence.Accounting InfluencersWith Rob BrownIn 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?”

To turn disruption into opportunities, get marketers to the table "early and often."Capstone ConversationsBy Jean CaragherFor CPA TrendlinesKristen 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.”

Hosts call out the fiscal dysfunction behind America's school meltdown.Accounting ARCWith Byron Patrick, and Donny ShimamotoWhen 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.”

...Before year-end chaos returns...Quick Tax TipWith Art WernerCPE TodayBusy 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 WernerIn 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.”

“You can have inclusion without belonging, but it's not going to stick. People need to feel they matter.”MOVE Like ThisWith Bonnie Buol RuszczykFor CPA TrendlinesIn 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. 

A brief disruption could cost you thousands. A complete failure could cost you everything.Quick Tech TalkWith Steve YossCPE TodayIn 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.

Boundaries, balance, and tech-powered efficiency are key to more fulfilling work. The DisruptorsWith Liz FarrJackie 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.

Connecting the dots between behavior, legacy, and tax strategy unlocks greater trust—and stronger returns—for clients.By Rory Henry CFP®, BFA™For CPA TrendlinesIn 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. 

This interdisciplinary approach offers a glimpse into the future of the accounting profession.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn 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 MeyerPapin'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.

Ditch bland blogs and craft content that actually converts.Accounting InfluencersWith Rob BrownIn 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. 

They're not leaving the firm. They're leaving you. Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesWhat'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.

Discover the link between triggers, burnout, and the power of saying “not right now.”Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationLet'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. 

From unclear goals to digital missteps, this episode outlines what it takes to transform with confidence.Accounting InfluencersWith Rob BrownChange 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.

CPAClub is doing what few dared: killing the billable hour, shrinking the workweek, and proving that audit doesn't have to suck.The DisruptorsWith Liz FarrPublic 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.

"We've got a real problem. And no easy fix."Accounting InfluencersWith Rob BrownThe 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.

Get more control, greater flexibility, and a path to smarter growth.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn 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.

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!

Learn why today's students want more than titles—and how employers should respond.Accounting ARCWith Arpan Grewal and Harshita MultaniCenter for Accounting TransformationAccounting ARC: Student-Led Conversations isn't just another student podcast—it's a cross-generational wake-up call.In this episode, business students Arpan Grewal and Harshita Multani, both interns for the Center for Accounting Transformation, lead a powerful dialogue with Texlin Usher Quinney, CPA, PMP, Ph.D., and Byron Patrick, CPA.CITP, CGMA. Their topic? The flawed premise of “finding your passion.” 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 |“My daughter thought her first job out of college had to be her passion,” explains Patrick, CEO of VERIFYiQ and co-founder and educator for TB Academy. “But passion isn't a one-time decision—it's an evolution.”That reframing hits home for Grewal and Multani, who admit to once dreaming of wildly different careers. “We grew up with Barbie being everything—doctor, astronaut, president,” says Grewal. “So why should we pick just one thing?”

Forward-thinking firms transform disruption into dominance. Accounting InfluencersWith Rob BrownIn a profession built on precision, trust, and timeless principles, a disruptive force has arrived—and it's not just another regulation. It's technology. Automation, AI, and machine learning are redefining accounting at a rapid pace, sparking a pressing question: Is technology a force for good, or the demise of accountants as we know them?  MORE Accounting Influencers with Rob Brown In this episode of Accounting Influencers, host Rob Brown tackles this seismic shift head-on. With over 300,000 accountants having exited the profession since 2020—a 17% decline—Brown cuts through the noise to examine whether accounting is facing an extinction event or a long-overdue evolution.He asks, “Tech is coming for your job—are you ready?”That provocative question lies at the heart of this episode, which unpacks the opportunities and risks technology presents to today's firms and professionals. Spoiler alert: tech isn't the enemy. But indifference might be.

“When people see their strengths clearly for the first time, they feel seen, and that changes everything.”MOVE Like ThisWith Bonnie Buol RuszczykFor CPA TrendlinesAt Clark Nuber, developing talent is more than a bullet point on a strategic plan; it's woven into the fabric of how the firm operates. Angela Oakley, director of the firm's Talent Advisor Program, sits down with the Move Like This podcast to share how her team has successfully embedded the CliftonStrengths assessment into nearly every phase of the employee life cycle. From onboarding to performance conversations, strengths-based coaching has become a core tool for helping individuals grow and for building stronger, more connected teams.More MOVEOakley describes how the initiative began in 2016, after one of the tax teams had already explored strengths to improve internal collaboration. That early success, along with a culture already committed to learning and people-first leadership, laid the foundation for broader adoption. With support from key influencers and her own certification in the assessment tool, Oakley began integrating CliftonStrengths into the firm's coaching framework, building buy-in organically, one conversation at a time.The launch of the Talent Advisor Program shortly before the pandemic created a timely opportunity to scale this approach. Meeting regularly with employees at all levels, Oakley and her team were able to personalize development using strengths as a shared language. Whether coaching new associates or partnering with team leads, the focus remains the same: help people understand what they do best and how to use those strengths to navigate challenges, build relationships, and succeed at work.

Thrive with a lean schedule, happy clients, and a calm home life.The DisruptorsWith Liz FarrErica Goode was exhausted and burned out as a corporate accountant and mom of two young children. “I could not figure out a sane way to operate a 50-hour work week and raise two kids and have a spouse who worked a 50-hour work week,” Goode explains. “I don't think there is a great way to do it. It does not leave a lot of margin to be a full-time working parent.” CPA TRENDLINES CELEBRATES: The 100th Episode of The Disruptors MORE STREAMING: 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 | So she quit to become a full-time mom. However, she missed accounting.  So when the owner of the fitness studio where one of her children took Tae Kwon Do classes asked for help, she said yes, even though she had never touched QuickBooks before.

Sponsored by CPA Trendlines Pro Membership  – See Today's Special OfferBy Rory Henry CFP®, BFA™For CPA TrendlinesAs Teddy Roosevelt once said, “People don't care how much you know until they know how much you care.”When people ask why more accountants are incorporating holistic finance services into their practices, it's because they're realizing the power of empathy, trust, and the future of financial advice. It starts with a “human first” approach that goes beyond putting numbers into boxes.MORE Rory Henry and The Holistic Guide to Wealth ManagementSeth Fineberg, founder of Accountants Forward, and Philipp Hecker, CEO of Bento Engine, two of the expert contributors to my new book, Holistic Guide to Wealth Management, believe that accountants can leverage their trusted relationships with clients and adopt a more holistic and proactive approach to working with them. 

With a looming shortage of 100,000 financial advisors, CPAs have a once-in-a-generation opportunity to fill the gap.By Rory Henry CFP®, BFA™For CPA TrendlinesAs Teddy Roosevelt once said, “People don't care how much you know until they know how much you care.” Roosevelt made that comment over a century ago, but it remains highly relevant today. For instance, when people ask me why more accountants are incorporating holistic finance services into their practices, I tell them it's because they're realizing the power of empathy, trust, and the future of financial advice. It starts with a “human first” approach that goes beyond putting numbers into boxes. MORE: Rory Henry Seth Fineberg, founder of Accountants Forward, and Philipp Hecker, CEO of Bento Engine, two of the expert contributors to my new book, Holistic Guide to Wealth Management, believe that accountants can leverage their trusted relationships with clients and adopt a more holistic and proactive approach to working with them.

Top minds in accounting push for systemic reform, more innovative tech, and a human-first workplace.Accounting Influencerswith Rob BrownWhile many firms report strong financials and steady client demand, an urgent conversation is happening behind the scenes—one that questions whether traditional business models, outdated technology, and uninspiring career paths can sustain the future.More Rob BrownIn this episode of Accounting Influencers, host Rob Brown convenes a powerhouse panel to unpack the profession's greatest opportunities—and its most pressing threats. Joining him are: Sona Akmakijian, CPA: Global Leader of Strategic Accountant Partnerships at Avalar Renee Moelders: Partner at Convergence Coaching Allison Ball: VP of Marketing & Communications at Bookkeep Andrew Berg, CPA: Managing Partner of Berg Advisors Their consensus? The profession must evolve—fast.

AICPA's Peterson sounds the alarm for small firms.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn a farewell interview on Gear Up for Growth, powered by CPA Trendlines, Carl Peterson, vice president of Small Firm Interests at the AICPA, shares hard-earned insights with Jean Caragher, president of Capstone Marketing, from his 14-year tenure - and sounds a call to action for the next generation of CPA firm leaders.  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 As Peterson prepares to retire, he emphasizes two key takeaways from his AICPA experience: the need for the profession to maintain the agility it developed during the COVID-19 pandemic and the urgency for small firms to adopt visionary leadership and effective succession planning.

Silence, shame, and outdated policies still shape the profession—but we rise anyway.  Accounting ARCWith Liz Mason and Donny ShimamotoCenter for Accounting TransformationIn a stirring Pride Month episode of the Accounting ARC podcast, Liz Mason, CPA, and Donny Shimamoto, CPA.CITP, CGMA, confront what it really means to belong in a profession still wrestling with how to talk about identity. “Bringing your whole self to work is still a radical act,” says Shimamoto, founder and managing director of IntrapriseTechKnowlogies LLC and founder and inspiration architect for the Center for Accounting Transformation.For much of his career, it was one he avoided. MORE Accounting ARC: 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 Mason, CEO of High Rock Accounting, and Shimamoto spent years hiding parts of themselves to navigate professional expectations. For Mason, that meant letting assumptions stand unchecked. “It was easier not to correct people,” she says. “Because the stakes were too high.” 

Compromise, party discipline, and presidential influence could make this bill one of the most impactful yet.Quick Tax TipWith Art WernerCPE TodayWhen major tax reform is introduced, it's easy to assume the process is straightforward: the House writes a bill, the Senate reviews it, and Congress either passes or blocks it. But the truth is much messier—and much more interesting. On the Quick Tax Tip podcast, tax strategist and educator Art Werner walks listeners through the real political chess game that unfolds behind every headline.Click here for more Art WernerAs Werner points out, even landmark provisions like Section 199A—beloved by many pass-through business owners—didn't appear in the original drafts of the 2017 Tax Cuts and Jobs Act. Instead, it emerged as a late-stage compromise between the House and Senate. That kind of behind-the-scenes negotiation is exactly what's at play now as a new tax bill moves through Congress.

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! Get exclusive access to over 7,000 articles, tools, and expert analyses—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! Get 20% off 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!

What's the best professional step in accounting? It's free, powerful—and you're probably not doing it.Accounting Influencerswith Rob BrownWant to stand out in your firm? Build a loyal client base? Attract speaking gigs, promotions, or even media opportunities? In this episode of Accounting Influencers, the answer isn't more certifications or hours—it's writing. Publicly.Rob Brown makes a bold claim: writing publicly is the most effective, accessible move accounting professionals can make to shape their careers—and almost no one is doing it. Not because it's hard, but because they're afraid.More Rob Brown"This one habit can take you from being another face in the crowd to a trusted voice in your field,” he says. “And trust me, it's a lot easier than you think.”Technical competence alone is no longer enough. Clients and firms are looking for accountants who can lead, communicate, and inspire confidence. Public writing—on LinkedIn, blogs, newsletters, or industry sites—is one of the most efficient ways to showcase your expertise and build trust at scale.

Abandon rigid roles and redefine success on your own terms.The DisruptorsWith Liz FarrRandy Crabtree believes the biggest shift accounting needs isn't in technology or tax law—it's in mindset. For decades, the profession has prized consistency and predictability. But in a time of demographic disruption and rapid innovation, Crabtree argues that clinging to “Same As Last Year” thinking is holding the profession back. “We have to embrace change,” he says. “This is a massive opportunity to start thinking differently.” CPA TRENDLINES CELEBRATES: The 100th Episode of The Disruptors MORE STREAMING: 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 | Dave Kersting: Collaborate with Co-Firming | Ashley Francis: AI's a Partner, Not a Replacement  And for Crabtree, that change is deeply personal. A stroke more than a decade ago sparked a transformation that reshaped his life, leadership, and mission. Now, he champions vulnerability, passion, and purpose as the new pillars of a thriving accounting career—and he believes the profession's best days are just beginning..Crabtree's vision for accounting starts with reimagining relationships—both with clients and with ourselves.

The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn this conversation, Dr. Jackie Meyer and Justin Baker delve into the intricacies of estate tax planning, discussing the current landscape of estate tax exemptions, the role of CPAs in estate tax planning, and the importance of proactive engagement with clients. More Jackie MeyerThey explore the dynamics of unexpected estate tax bills and provide practical examples of how effective planning can lead to significant tax savings. The discussion highlights the importance of collaboration between CPAs and estate planning attorneys to ensure clients are well-informed and prepared for potential estate tax liabilities. In this conversation, Dr. Jackie Meyer and Justin Baker delve into the intricacies of estate tax planning, discussing various strategies for both closely held businesses and clients with liquid wealth. They explore the costs associated with setting up estate structures, the importance of proactive planning, and the various tools available to optimize tax savings. The discussion emphasizes the need for CPAs to initiate conversations about estate planning with their clients, highlighting the potential for significant tax savings and the value of collaboration in providing comprehensive financial advice. 

What forces are really driving firm sales—and what separates the sellable from the stagnant?Accounting Influencerswith Rob BrownThe great reshuffle in accounting is underway.With three-quarters of the profession approaching retirement age and M&A activity reaching historic highs, many firm owners are asking the same question: What's my practice worth?Brannon Poe, CPA, founder of Poe Group Advisors, joins the Accounting Influencers Podcast to offer a rare, inside look at how deals are being made, what buyers are really looking for, and how firm owners can prepare for a successful exit—whether it's five weeks or five years away.More Rob Brown“Most people come to us with two questions,” says Poe. “How much is my firm worth? And how do I make it more marketable?”The answer, Poe says, isn't found in a formula. It's found in the firm's habits.

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! Get exclusive access to over 7,000 articles, tools, and expert analyses—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! Get 20% off 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!

Can CPA firms still stay independent? Yes—but only if they get serious.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn the latest episode of Gear Up for Growth, host Jean Caragher sits down with industry powerhouse Phil Whitman—CEO of Whitman Transition Advisors and founder of C-Suite Impact—to tackle one of the accounting profession's biggest questions: Can CPA firms still thrive independently in the age of private equity and nonstop M&A?Whitman's answer? A firm “yes”—but only if leaders are willing to take bold, intentional action.  Gear Up for Growth spotlights the best strategies for smart and effficient growth in today's competitive landscape. More Gear Up for Growth every Friday here.| More Capstone Conversations with Jean Caragher every Monday | 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 With more than 25 years of experience in firm leadership, Whitman offers two strategies and at least five more imperatives for firms to stay independent.

You can serve brothels, cannabis firms, and poker pros—just don't cross the legal line.Accounting ARCWith Liz Mason and Byron PatrickCenter for Accounting TransformationAccountants are often seen as the gatekeepers of financial integrity—but what happens when the client operates a strip club, sells cannabis, or works in legal sex work? In the latest episode of Accounting ARC, Liz Mason, CPA, and Byron Patrick,CPA.CITP, CGMA, challenge the idea that “sin” industries are off-limits for ethical professionals. Their message: legality, transparency, and harm reduction matter more than personal judgment. MORE Accounting ARC: Burount, 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 | Ron Baker: Surviving Tariff Turmoil | Are We Ready for the Hidden Risks of AI in Accounting? | The Research Imperative: Why Data Drives Accounting Success | How Coaching Can Unlock Professional Success | Demystifying Accounting Governance | Top 10 Red Flags to Watch for in Accounting Offices | Jeremy Dubow: Private Equity as a Catalyst for Growth |Mason, founder and CEO of High Rock Accounting, has worked with legal sex workers and cannabis companies. She says she doesn't shy away from these clients. “All companies have a right to good advice,” she says, stressing that ethical boundaries depend more on legality and transparency than personal judgment.Patrick, CEO of VERIFYiQ and educator and co-founder of TB Academy, echoes the sentiment. “Is it legal, or is it not?” he asks. “That's a pretty clear ethical line.”

Break down the strategy behind smart networking, brand building, and true ROI at live events.Accounting Influencerswith Rob BrownDo you really know how to work a conference?Sure, you've been to plenty—shook hands, sat through sessions, grabbed some swag. But in an era when time, travel, and training budgets are tight, attending a conference without a strategy can cost you more than just money. It can cost you momentum.More Rob BrownIn the latest episode of the Accounting Influencers Podcast, host Rob Brown issues a wake-up call for accounting professionals: Conferences are back, and they're your best opportunity this year to build real influence—if you know how to do it right.“Are you prepared to waste time, money, and opportunities? Or are you ready to maximize every ounce of value?” he challenges listeners.Brown cites a powerful stat. He says 76% of professionals believe in-person conferences offer better networking than virtual ones. But despite that, most attendees fail to capitalize on what's right in front of them.

“We don't need a few companies doing everything perfectly, we need everyone doing something. That's how real change happens.” MOVE Like ThisWith Bonnie Buol RuszczykFor CPA TrendlinesIn this episode of MOVE Like This, Jennifer Harrity, director of Sustainability at Sensiba, talks about how B Corp certification and ESG (Environmental, Social, and Governance) frameworks are reshaping accounting firms from the inside out. Originally Sensiba's head of marketing, Jennifer pivoted to lead the firm's sustainability efforts after spearheading its B Corp certification in 2018. This move led to the creation of a full-fledged ESG practice that now supports clients in areas ranging from greenhouse gas (GHG) reporting to impact assessments and fractional chief sustainability officer services. More MOVEHarrity explains that B Corp certification is a rigorous third-party process that measures a company's environmental and social performance, governance, and accountability. For accounting firms like Sensiba, it not only served as a differentiator but also proved to be a powerful talent magnet. Students and experienced professionals increasingly seek out values-aligned workplaces, and the B Corp logo on a recruiting booth helped Sensiba stand out, even against Big Four competitors. She emphasizes that the certification aligns naturally with many of the profession's existing values, such as a commitment to employee well-being and community engagement. 

Representation isn't symbolic. It's essential for the profession's future.The DisruptorsWith Liz FarrAccounting pros Nancy McClelland, CPA, and Questian Telka, EA, are pulling back the curtain on what it really means to be a woman in the accounting world—with all the messy, maddening, and motivating moments that come with it.Their new podcast, She Counts, is more than just a talk show—it's a movement. Aimed at ending the isolation so many women in accounting face, the show tackles taboo topics, ugly truths, and everything in between. CPA TRENDLINES CELEBRATES: The 100th Episode of The Disruptors MORE STREAMING: 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 | Dave Kersting: Collaborate with Co-Firming | Ashley Francis: AI's a Partner, Not a Replacement | Richard Roppa-Roberts: Collaboration Over Competition | Ira Rosenbloom: M&A Numbers Are Easy - Culture Fit Is Hard | Roman Villard: Ditch the Suit & Shine | Monique Swansen: Align Firm Values with Services “We want to bring into the open those unspoken questions and challenges that women in accounting face every freaking day,” says McClelland..McClelland and Telka serve up unfiltered, unscripted conversations that feel more like happy hour with your besties than a panel discussion.

Peek inside the firm powering real-time finance for 1,000+ companies with just 100 staff. The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn this episode of the Concierge CPA Podcast, Dr. Jackie Meyer interviews Matt Tait, founder and CEO of Decimal, a firm that leverages AI and technology to enhance accounting operations. Matt shares his journey from being a lawyer to creating a client-centric accounting experience, emphasizing the importance of technology in streamlining workflows and improving client engagement. More Jackie MeyerThe conversation also delves into the significance of fixed-fee pricing, the role of AI in automating accounting tasks, and the value of strategic partnerships in the accounting industry. In this conversation, Tait and Meyer discuss the intricacies of partnerships in tax advisory, the challenges of scaling service-based companies, and the importance of hiring and training in a global workforce. They emphasize the need for transparency in outsourcing bookkeeping and share insights from case studies in the industry. The discussion also touches on personal experiences and fun insights during a lightning round. 

The profession's future belongs to those who step out of the back room and into the boardroom Accounting Influencerswith Rob BrownTerrell Turner, CPA, co-founder of TLTurner Group, says the accounting profession is at a tipping point.In this episode of Accounting Influencers, Turner calls on accountants, bookkeepers, and CFOs to evolve from number-crunchers to strategic decision-makers. "We can no longer sit in the back room," he says. "We've got to come to the front line and get involved in every aspect of the business."More Rob BrownWith a career that spans public accounting, Fortune 500 finance, and entrepreneurial success, Turner brings credibility and urgency to his message. Named a 40 Under 40 Black CPA and recognized by the New York Times, Turner is known for helping law firms transform their finances—but his real passion is transforming how accounting professionals see themselves.Turner warns that professionals who fail to engage with business strategy risk being replaced by technology. “If we aren't filling that need, businesses will go find it somewhere else,” he says. “Accountants are in the best position to add value—but only if we step up.”

Self-awareness and self-reflection are key to discovering an authentic leadership style.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn this episode of Gear Up for Growth, host Jean Caragher welcomes Carla McCall, managing partner of AAFCPAs and immediate past chair of the AICPA, for a candid conversation about one of the most pressing challenges facing the accounting profession: leadership succession.  Gear Up for Growth spotlights the best strategies for smart and effficient growth in today's competitive landscape. More Gear Up for Growth here.|  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 With 75% of CPAs in public practice set to retire within the next 15 years, the need for strong, forward-thinking leadership has never been more urgent. McCall shares her personal journey of rising through the ranks at AAFCPAs, offering practical insights into how firms can—and must—prepare the next generation of leaders.From the start, McCall emphasizes that leadership isn't about titles. “You have to earn the trust and the respect of the team that you're leading,” she says. Her transition into the managing partner role wasn't seamless—she initially believed that she had to make every decision herself. But through candid feedback and deep self-reflection, McCall found her authentic leadership style, shifting from a directive approach to one centered on listening, collaboration, and empowerment.Originally published Nov. 1, 2024 

MOVE's latest project explores why even high-performing professionals are quietly exiting—and how firms can stop the leak. Know-How KornerWith Amy L. Welch, APR, CAECenter for Accounting TransformationThe accounting profession stands at a crossroads. Despite a steady influx of women into the field, their advancement into leadership continues to lag. Bonnie Buol Ruszczyk, managing director of the Accounting MOVE Project, is sounding the alarm—and offering data-driven solutions.  MORE: Bonnie Buol Ruszczyk Start Your Benchmarking - Take the Survey Now in its 15th year, the MOVE Project studies how firms support, advance, and retain women and underrepresented professionals. On a recent episode of Know-How Korner with host Amy Welch, APR, CAE, Ruszczyk describes the project's long-standing foundation—Money, Opportunity, Vital Supports, and Entrepreneurship—and how these pillars remain critical in today's evolving landscape. “Women make up about 50% of the profession, but leadership still hovers at 25 to 28%,” Ruszczyk says. “And most of the drop-off happens right around the director level.” 

"Pseudo compensation” can reduce taxable income and optimize client outcomes.Quick Tax TipWith Art WernerCPE TodayIn this episode of Quick Tax Tip, tax planning authority Art Werner makes a compelling case for rethinking how accountants approach compensation—shifting the focus from traditional deductions to strategic use of fringe benefits.Click here for more Art Werner“What are we really trying to accomplish?” Werner asks. “We're trying to create what I call pseudo compensation—benefits that meet a client's needs and reduce, or even eliminate, taxes.”The key, he explains, is designing tax-efficient strategies that align with today's post-Tax Cuts and Jobs Act environment. With many itemized deductions reduced or eliminated and the standard deduction nearly doubled, relying on deductions to save on taxes has become far less effective.Originally published July 17, 2024.

Accounting firms must pivot to CEO-led structures or risk falling behind in the age of private equity and tech transformation.Accounting Influencerswith Rob BrownIn a bold new episode of the Accounting Influencers Podcast, host Rob Brown declares that the traditional partnership model in accounting is no longer fit for purpose. Instead, he argues, the future belongs to firms that adopt CEO-led corporate structures, embrace private equity, champion technology, and develop strategic leadership pipelines.More Rob Brown“The partnership model is dead, and here's why you should care,” says Brown. “It's holding firms back from faster decision-making, innovation, and the ability to scale.”The episode takes a direct and urgent tone. It's a call to action for partners, rising leaders, and firm influencers to rethink how firms operate—and how they themselves can gain influence.Brown explains that firms clinging to the old ways risk irrelevance. Instead, he champions a shift to a corporate-style governance model—one with a clear CEO at the helm and a streamlined approach to decision-making.“If you want a bigger voice in your firm, champion the shift to a CEO-led model,” Brown advises. “It allows for quicker responses to market demands and gives future leaders a clearer path to influence.”

This milestone episode proves that accountants can change lives—and legacies—every single day.The DisruptorsWith Liz FarrIn its milestone 100th episode, The Disruptors podcast pulls out all the stops with a powerful conversation featuring Paul Dunn, a four-time TEDx speaker, accounting innovator, and co-founder of the global giving platform B1G1. A true visionary, Dunn has spent decades redefining what it means to be an accountant—and his message to the profession is as bold and inspiring as ever. MORE PODCASTS and VIDEOS: 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 | Dave Kersting: Collaborate with Co-Firming | Ashley Francis: AI's a Partner, Not a Replacement | Richard Roppa-Roberts: Collaboration Over Competition “If you're in a sea of sameness, you're not serving anyone,” Dunn tells host Liz Farr. “We need to move from 'standard' to 'stand out' because we 'stand for' something that is bigger than ourselves.”That “something bigger” is impact.According to Dunn, the key to differentiating an accounting firm isn't just writing a purpose statement—it's living one. Too often, he says, firms get bogged down creating long-winded declarations no one remembers. The real transformation comes when a firm becomes truly impact-driven.“What if you turned that around... and you became impact-driven, and you're able to say as a result, this month, look at what we did. We created these impacts in the community.”

 With 40% discounts and zero clawbacks, this credit is turning heads—and raising eyebrows. The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn this episode, Dr. Jackie Meyer interviews Chad Koebnick, VP of Specialized Tax Services at Nepsis, about the innovative Tribal Tax Credit. More Jackie MeyerThey discuss the mechanics of the credit, its origins, and the skepticism surrounding it. Chad explains the due diligence required for tax professionals and taxpayers, the process of claiming the credits, and common misconceptions. The conversation also touches on the future of tax advisory services and best practices for tax professionals in navigating this new landscape. 

It's time to abandon outdated models and rethink everything.Accounting Influencerswith Rob BrownThe accounting profession is standing at a critical juncture. In a powerhouse panel for the Accounting Influencers Podcast, three industry leaders—David Osborne, CEO of Conga and former Caseware chief; Tom Hood, EVP of Business Engagement and Growth at the AICPA; and Katie Thomas, owner and founder of Leaders Online—called for a radical reimagining of how the profession recruits, retains, and empowers talent.More Rob BrownHood doesn't mince words. “Technology has always been the biggest driver of change in our profession,” he says, pointing to generative AI as both a threat and a massive opportunity. Yet, he warns, “We're hearing parents tell students not to go into accounting because it's going away. I actually happen to think the exact opposite.”Hood also zeroes in on what he calls the “moose in the room”-- the profession's leaky talent pipeline. “Pay has not kept up, and we keep talking to students about how hard accounting is. That culture doesn't resonate with this generation.”

Firms with client experience programs see 19% higher growth rates, according to ClearlyRated study. Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesCreating a truly differentiated client experience can be the key to standing out in a profession defined by trust, service, and technical excellence. That's the message from Mitchell Reno, director of client experience at Rehmann, in this episode of Gear Up for Growth, hosted by Jean Caragher, president of Capstone Marketing.  Gear Up for Growth spotlights the best strategies for smart and effficient growth in today's competitive landscape. More Gear Up for Growth here. | 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 Drawing on more than two decades of marketing and advisory experience—including 14 years as Rehmann's chief marketing and sales officer—Reno discusses how client experience, when strategically engineered, becomes not only a competitive differentiator but a catalyst for firm-wide growth and innovation.“Client experience is not just good service,” Reno says. “It's the sum total of every touchpoint a client has with your firm—from onboarding to billing to final delivery—and what they think and feel about all those moments.”

Learn how to protect your time, energy, and sanity in a world of nonstop pings. Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationIn a profession that's long celebrated overwork as a rite of passage, the Accounting ARC podcast team flips the script. In a recent episode, hosts Liz Mason, CPA; Donny Shimamoto, CPA.CITP, CGMA; and Byron Patrick, CPA.CITP, CGMA, unpack the art—and science—of setting boundaries in the accounting profession. Their message: Boundaries aren't barriers to productivity. They're a foundation for it. MORE Accounting ARC: 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 | Ron Baker: Surviving Tariff Turmoil | Are We Ready for the Hidden Risks of AI in Accounting? | The Research Imperative: Why Data Drives Accounting Success | How Coaching Can Unlock Professional Success | Demystifying Accounting Governance |  Top 10 Red Flags to Watch for in Accounting Offices | Jeremy Dubow: Private Equity as a Catalyst for Growth | Break the Burnout Cycle in Accounting | Accounting in Transition: 2024 Reflections & the Road Ahead “Burnout is essentially professional depression,” says Mason, CEO of High Rock Accounting. “When you're constantly triggered and overwhelmed, it's likely because your personal boundaries are being violated—and you haven't defined or communicated them.” The trio tackles misconceptions head-on. While social media has sparked a “boundary backlash” culture—where some workers interpret boundaries as blanket refusals—they caution that healthy boundaries aren't a free pass to underperform.