Podcasts about public accounting

What does the future of the CPA profession look like as advisory, financial planning, and AI reshape client expectations? In this episode of the AICPA Personal Financial Planning Podcast, Cary Sinnett sits down with Sue Coffey, CEO of Public Accounting at the American Institute of Certified Public Accountants, to discuss the profession's transformation from compliance-focused work to holistic trusted advisory. Sue shares why trust has become one of the profession's greatest competitive advantages, how technology and complexity are accelerating change, and why CPA financial planners are uniquely positioned to lead multigenerational client relationships. The conversation also explores how education, credentialing, AI, and evolving firm models are shaping the next generation of CPA advisors. Whether you are building an advisory practice, expanding into financial planning, or thinking about the future direction of the profession, this episode provides an inside look at where the CPA profession is headed and why the opportunity for planners has never been greater. Questions Answered Why is the CPA profession shifting from compliance toward advisory services?  What makes CPA financial planners uniquely valuable to clients and families?  How are AI and technology changing the future of CPA advisory work?  What separates firms that successfully transition into advisory services?  Why did financial planning become part of the CPA exam evolution? How can firms prepare for the future of trusted advisory relationships?  Key Takeaways Trust remains one of the CPA profession's greatest differentiators in an increasingly complex world.  Financial planning is becoming more integrated into the CPA identity and educational pipeline.  AI is expected to enhance CPA capabilities rather than replace advisors.  Successful advisory firms combine technical expertise, relationships, governance, and talent development.  CPA financial planners are well-positioned to serve as the "quarterback" coordinating broader client advice teams. AICPA Resources: Pathways to Practicing Personal Financial Planning Rise2040: Co-creating our profession's future National Accounting Day: What Trust Looks Like in Action Celebrating CPAs This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search "AICPA Personal Financial Planning" on your favorite podcast app.

Today is National Accounting Day. To mark the occasion, Sue Coffey, CPA, CGMA, the AICPA's CEO–Public Accounting, joined the podcast for a special edition to discuss celebrating the day and maximizing the profession's broader impact. She explains how the CPA Trust campaign aims to highlight the value CPAs bring to businesses, individuals, and communities. Coffey shares examples of trust in action, from financial reporting to tax planning and advisory support. Coffey also details what practitioners can expect from ENGAGE in June. What you'll learn from this episode: The significance of National Accounting Day to Coffey. A preview of the AICPA's CPA Trust campaign. Real-world examples of how trust in action is demonstrated by CPAs with clients and communities. Why CPAs are encouraged to share their impact publicly through social media. What makes ENGAGE a key event for learning, networking, and industry insights.

Support for this episode comes from BILL. Get clear insight into payment status and cashflow with BILL's Accountant Console. BILL uses AI to simplify your tech stack so you can increase productivity and spend more time delivering truly personalized client service. Take a demo at BILL.com/UniqueCPA and you'll get a $250 gift card. Terms apply. Six and a half years in, Randy Crabtree and new co-host Terrell Turner take a rare look backward, revisiting the very first episodes of The Unique CPA to see how well the show's early conversations about technology, advisory work, and burnout have aged. Turns out, surprisingly well! David Bergstein's cruise-ship-vs-jet-boat analogy for firm agility still rings true, and Tim Jipping's casual mention of AI from 2019 lands differently in 2026. The conversation moves naturally from the compliance-to-advisory tension that still defines the industry to something more personal: the importance of knowing the whole person behind the accountant. It's part retrospective, part honest reckoning with how much, and yet how little, accounting has changed, and a preview of where Randy and Terrell plan to take the show from here. Get the full show notes and more resources at TheUniqueCPA.com

Here's that Delphi app we discussed in Nerd corner https://www.delphi.ai/And a link to my own Delphi assistant https://www.delphi.ai/jasonstaats/chat

Are you accidentally breaking CPA rules across state lines? Guest Lindsay Patterson, CPA CIA breaks down the new mobility landscape after alternative licensure paths—and the surprising data firms must track to avoid fines, failed peer reviews, and redoing audits. Plus: Congress's Fiscal State of the Nation bill, Deloitte's PR storm, QuickBooks' AI reconciliation, and what's driving a rebound in accounting majors. Walk away knowing where to get licensed, what triggers penalties, and how to protect your firm.SponsorsTaxBandits - http://accountingpodcast.promo/taxbanditsEarmark - http://accountingpodcast.promo/earmarkOnPay - http://accountingpodcast.promo/onpayUNC - http://accountingpodcast.promo/uncChapters(00:00) - Introduction and CPA Email Incident (00:33) - AI in QuickBooks: A Game Changer? (06:00) - Live Stream Shoutouts and YouTube Promotion (06:54) - New Legislation: Fiscal State of the Nation Act (10:37) - CPA Mobility and Alternative Pathways (11:47) - Guest Segment: Lindsay Patterson on CPA Mobility (33:13) - Deloitte's Bad Week: Controversies and Criticisms (35:58) - CPA Firms in Trouble: The Zwick CPA Case (40:05) - Jerome Powell's Defiant Statement (44:29) - Why Accountants Leave Public Accounting (51:24) - Listener Emails and Final Thoughts (52:08) - The Future of Accounting Jobs (55:12) - Private Equity in CPA Firms  Meet Lindsay Patterson: LinkedIn: https://www.linkedin.com/in/lindsaypatterson/Show NotesAICPA Urges Congressional Support for Fiscal State of the Nation Act https://www.aicpa-cima.com/news/article/aicpa-urges-congressional-support-for-fiscal-state-of-the-nation-actBarr Reintroduces Bipartisan Fiscal State of the Nation Act to Strengthen Oversight of Government Spending https://barr.house.gov/press-releases?id=EDF451C5-EEAE-44D7-85A8-2B714E9D7822For CPAs, one license — and 55 rulebooks https://www.accountingtoday.com/opinion/for-cpas-one-license-and-55-rulebooksDeloitte's Disturbing Pattern Allegedly Cost Americans Health Coverage, Delayed Benefits, and the US Government $74Bhttps://www.ibtimes.co.uk/deloittes-disturbing-pattern-allegedly-cost-americans-health-coverage-delayed-benefits-us-1773010Deloitte to ramp up India operations with 50,000 new hires https://www.internationalaccountingbulletin.com/news/deloitte-hiring-india/PCAOB Sanctions Audit Firm, an Owner of That Firm, and a Former Audit Manager for Multiple Violations of PCAOB Rules and Standardshttps://pcaobus.org/news-events/news-releases/news-release-detail/pcaob-sanctions-audit-firm--an-owner-of-that-firm--and-a-former-audit-manager-for-multiple-violations-of-pcaob-rules-and-standardsPCAOB bars Zwick CPA, owner and manager https://www.accountingtoday.com/news/pcaob-bars-zwick-cpa-owner-and-managerTurnover Experiences in Public Accounting and Alumni's Decisions to 'Give Back' https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4266300U.S. Accounting Undergraduate Enrollment Rises for Third Straight Year https://www.prnewswire.com/news-releases/us-accounting-undergraduate-enrollment-rises-for-third-straight-year-302665511.htmlAccounting undergrad enrollment rises for third year https://www.accountingtoday.com/news/accounting-undergrad-enrollment-rises-for-third-yearCapital One to Acquire Brex https://investor.capitalone.com/news-releases/news-release-details/capital-one-acquire-brexCapital One is buying startup Brex for $5.15 billion in credit card firm's latest deal https://www.cnbc.com/2026/01/22/capital-one-is-buying-startup-brex-for-5point15-billion-in-credit-card-firms-latest-deal.htmlFlorida Republican candidate suggests 'sin tax' for OnlyFans creators https://thehill.com/homenews/nexstar_media_wire/5691927-florida-governor-candidate-sin-tax/Florida gubernatorial candidate proposes 50% "sin" tax on OnlyFans creators; top earner Sophie Rain pushes backhttps://www.cbsnews.com/miami/news/florida-onlyfans-tax-proposal-james-fishback-sophie-rain/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: h...