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CPA Trendlines Podcasts

CPA Trendlines Podcasts

By: CPA Trendlines
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See all podcast episodes here: https://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 our clients.

Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support.

You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed.

Facts. Figures. Insights. Implications.

Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends.

We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities.

We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives.

Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour.

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Episodes
  • Visibility Is the New Accounting Authority | Accounting Voices
    Jan 17 2026

    Reputation now grows through clarity and communication, not tenure.


    Accounting Voices
    With Rob Brown

    After two episodes dissecting the Big Four’s AI arms race, the final chapter of the mini-series turns the lens inward. This episode of Accounting Voices makes the case that staying competitive in an automated profession has less to do with budgets and bots — and everything to do with judgment, visibility, and trust.

    AI has changed what clients and employers value. Hours and output no longer differentiate. Clarity, confidence, and credibility do.

    • MORE Accounting Influencers with Rob Brown

    In accounting, reputation once followed hierarchy. Today, it follows visibility.

    When a client, prospect, or employer searches your name, they are not just checking credentials. They are looking for proof of thinking. Insight. Perspective. Signals that you understand what the numbers mean — and when they should be questioned.

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    24 mins
  • Jan Lewis: Workforce Development Is the Next CPA Imperative | Gear Up For Growth
    Jan 16 2026

    Training and growth—not just recruitment—will determine the profession’s future.

    Gear Up for Growth
    With Jean Caragher
    For CPA Trendlines

    When Jan Lewis, vice chair of the American Institute of CPAs (AICPA), says, “The world is a complicated place, and who better than a CPA to help cut through the noise?” she’s not offering a slogan. She’s issuing a call to action.

    • 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

    In a wide-ranging and refreshingly candid conversation with host Jean Caragher on Gear Up for Growth, Lewis makes the case that this moment—right now—is one of the most consequential and opportunity-rich periods the CPA profession has ever faced.

    One of Lewis’s strongest messages is also one of the most misunderstood: advocacy isn’t theoretical—it’s working.

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    31 mins
  • OCR, Research Bots and Meeting Assistants: What Actually Helps This Year? | ARC
    Jan 15 2026

    Firms use AI, planning, and “hope” to make tax season more manageable.

    Accounting ARC
    With Liz Mason, Byron Patrick, and Donny Shimamoto

    Center for Accounting Transformation

    As firms head into tax season, the hosts of Accounting ARC make a case for lowering the temperature — and the workload — with practical tech choices, proactive planning and a stronger focus on people.

    • MORE Accounting ARC: Return Season is the New Stress Test | Small Firms May Have the Biggest Advantage in 2026 | Downgraded: What the DOE Said About Accounting | Savage: Using Your License as a Megaphone | Baker: Interpreting Pricing Psychology | Don’t Get Fired by Your Own Automation | What Amazon Doesn't Tell You | Royalties, Residuals, and Reality Checks | ARC-SLC | Free Speech Is a Right; Respect Is a Responsibility | Cash Bags, Casinos & Audits: How First Jobs Shape Us | Gen Z Redefines Careers | Bootleggers, Baptitsts & CPAs: Rethinking Licensure

    In a special Tax Season Readiness episode, Donny Shimamoto, CPA.CITP, CGMA; joins co-hosts Liz Mason, CPA; and Byron Patrick, CPA.CITP, CGMA; to preview new tax platform research, spotlight emerging AI tools and talk candidly about what helps teams sustain momentum from January through April.

    Shimamoto, founder and managing director of IntrapriseTechKnowlogies LLC and founder and inspiration architect for the Center for Accounting Transformation, sets the tone early. He says he intentionally avoids calling it “busy season,” noting that practitioners tell him the upcoming cycle may feel lighter than the past few years. The conversation that follows keeps returning to the same core question: What, specifically, helps firms reduce friction before deadlines hit?

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    1 hr and 31 mins
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