CPA Trendlines Podcasts

Leaders should examine workplace conditions that determine who gets ahead and who gets left behind.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines ResearchIn this episode of MOVE Like This, Shane Lloyd, chief inclusion officer at Baker Tilly, joins Bonnie Buol Ruszczyk to talk about what it really takes to build a workplace where people have the opportunity to contribu...

Clear ownership, an inspiring vision, and quick wins help accounting teams turn plans into progress. Here are 4 steps to leading change...The DisruptorsWith Liz FarrFor CPA TrendlinesAccounting firms are facing extraordinary changes today: private equity, AI, the shift to advisory, and a continuing wave of partner retirements, all at the same time. Matt Rampe, a partner at Rosen...

How accounting teams use the time AI frees up could shape their advice and and prepare the next generation of leaders.Accounting VoicesWith Rob BrownIf AI cuts the time it takes to prepare a tax return from five hours to three, an accounting firm has two hours to work with. It could use them to take on another return, talk with the client about a decision they’ve been putting of...

Building an advisory practice takes more than freeing up staff time. It requires a deliberate approach to client relationships, training, scope and technology.It's Not Just the NumbersWith Penny Breslin and Damien GreatheadFor CPA TrendlinesAccounting firm owners have heard the message for years: move beyond transactional work and build higher-value advisory relationships.Yet th...

Entrepreneurship, community, and a candid look at firm ownership reveal possibilities many never dream of.Accounting ConversationsWith Chayton FarleeCenter for Accounting TransformationScotty Scarano knows how to get accountants talking about something besides deadlines. Give them a bracket, put their favorite software up against an industry personality, and let the campaigning ...