CPA Trendlines Podcasts
CPA Trendlines
Exclusive information. Extraordinary insight.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.
Episodes
Mentioned books
Oct 29, 2024 • 1h 8min
Mike Maksymiw: Be the Leader You Wish You Had | The Disruptors
If no one’s complaining that your fees are too high, your fees are too low.The Disruptors. With Liz Farr. Mike Maksymiw, the leader of Aprio Firm Alliance, hates charge hours as a primary performance metric. He even left a firm where he was a partner because of a dispute over charge hours. Although he exceeded his revenue goals by a healthy margin, he was penalized because he got the work done in fewer hours.21 MORE TAKEAWAYS: More Mike Maksymiw Disruptor Notes | MORE: Disruptors | MORE CPA TRENDLINES PODCASTS and VIDEOS: Terrell Turner: Build a Solid Business Showing Up as Yourself | Kelly Mann: Be the Bull in the China Shop | Alicia Katz Pollock: Create a Human-Centric Business | Nancy McClelland: Be the One Your Clients Ask First | Alan Whitman: Stop Accepting the Status Quo | SEE THEM ALL here.“The main thing I was supposed to do, I was doing,” he tells Liz Farr in this episode of The Disruptors. And if he hadn’t been meeting his revenue goals, that deficit in hours would have been something to remedy. “So I don't want people to think there's no place for these metrics. We must put them in the right order to run a business.”
Oct 27, 2024 • 42min
Alex Drost: Firms Must Be Scrappy to Compete with PE-Backed Competitors | Gear Up For Growth
As private equity gains momentum in the accounting industry, firms face a decision: embrace external investment or double down on independence.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn a recent episode of the Gear Up for Growth podcast, Alex Drost, managing principal of Connection Builders, discusses the growing interest of private equity (PE) in the accounting sector. Hosted by Jean Caragher, president of Capstone Marketing, the conversation delves into the driving forces behind PE investments, the challenges faced by both investors and accounting firms, and how firms can prepare for the evolving landscape.Full show notes here | Gear Up for Growth spotlights the best strategies for smart and effective 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 The CPA Trendlines broadcast channel The accounting profession is no stranger to change, but according to Drost, recent shifts are reshaping the industry more dramatically than ever before. “We’re seeing changes not just in technology but in the makeup of the profession itself,” he says. “The aging partner base and different generational approaches to firm ownership are creating gaps that private equity sees as opportunities.”
Oct 27, 2024 • 18min
Donny Shimamoto: Defining Accounting Transformation | Accounting Influencers
Donny Shimamoto, founder of IntrapriseTechknowlogies LLC, discusses the pivotal changes in the accounting profession. He highlights the significance of Environmental, Social, and Governance (ESG) reporting and the skepticism surrounding its authenticity. Donny emphasizes the evolving role of accountants as trusted advisors, particularly in ensuring transparency and ethical practices amid rising client demands. He also addresses the critical intersection of cybersecurity and ESG principles, offering essential tips for safeguarding data while navigating contemporary business challenges.
Oct 23, 2024 • 41min
Bailey Lenart: From Ledger Sheets to Transformational Change | Accounting ARC
Accountants must adapt to new value measures to remain relevant in a rapidly changing world. Accounting ARCWith Donny ShimamotoCenter for Accounting TransformationJoin host Donny Shimamoto as he chats with Bailey Lenart, founder of World Changing Business and Collective Flow. Bailey shares her journey from traditional accountant to ESG advocate, tackling non-financial metrics like emissions and biodiversity. SHOW NOTES here | MORE Accounting ARC hereDiscover how her passion for sustainability and joy in work has shaped her innovative career. Tune in to hear about:
Nontraditional paths for accountants
Creating value beyond profit
How accountants can save the planet!
Oct 22, 2024 • 1h 20min
Terrell Turner: Build a Solid Business Showing Up as Yourself | The Disruptors
Your clients may need a lot of empathy and not just tactical advice. Plus 13 key takeaways. The DisruptorsWith Liz Farr Terrell Turner started his “journey of doing things differently” on April 1, 2020, in the midst of the pandemic. While “2020 was the reset button for everyone,” that reset offered Turner a tremendous opportunity to create a new kind of firm. “We don't have any history in doing this,” Turner recalls thinking. “So how would we do this in this new environment that we're in?” His path to founding a firm was unusual – from public accounting to industry and back to public accounting. He credits his time in industry with providing a “really solid foundation” in connecting processes with the impact on the financial statements. “I think being able to connect those dots is something I would have never been able to do had I not worked in industry for some time,” Turner says. THE TAKEAWAYS: Terrell Turner Disruptor Notes | MORE: Disruptors | MORE CPA TRENDLINES PODCASTS and VIDEOS: Kelly Mann: Be the Bull in the China Shop | Alicia Katz Pollock: Create a Human-Centric Business | Nancy McClelland: Be the One Your Clients Ask First | SEE THEM ALL here.
Oct 21, 2024 • 27min
Kristen Lewis: The Biggest Challenge Marketing Accounting Firms | Capstone Conversations (Jean Caragher)
In this conversation, Kristen Lewis, Director of Marketing at EisnerAmper and a Hall of Fame member in accounting marketing, shares insights from over 20 years in the field. She discusses the biggest challenges in marketing for accounting firms, emphasizing the push for bold ideas in a traditionally conservative industry. Kristen also reflects on how the pandemic reshaped their strategies, the rise in content marketing, and the importance of adapting to new online networking formats to foster client relationships and enhance brand differentiation.
10 snips
Oct 19, 2024 • 32min
Tim Brackney: Don't Blame Private Equity. Blame the Accountants | Accounting Influencers
Tim Brackney, CEO of a private equity-backed CPA firm and former PwC professional, dives into the misconceptions surrounding private equity's role in accounting. He argues that the sector’s challenges stem from its own outdated practices rather than external pressures. Brackney highlights the ongoing talent shortage and suggests that private equity could rejuvenate the industry. He also discusses the evolving partnership models within firms, the allure of predictable fees, and the need for flexibility among younger professionals.
Oct 15, 2024 • 31min
Sarah Cirelli: Launching the 'SWAT' Plan at Grassi CPAs | Capstone Conversations
Capstone ConversationsInformal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms.With Jean CaragherFor CPA TrendlinesWhen the Covid pandemic hit Grassi CPAs, chief marketing officer Sarah Cirelli launched a "SWAT" program to stem the losses and reap an extra $2 million in new fees. Full show notes here | Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Catch Jean Caragher every Friuday with Gear Up for Growth here |In this episode of Capstone Conversations with Jean Caragher, Cirelli explains the SWAT toolset, an automated dashboard with the firm's crisis response and recovery services, all the marketing data, and every prospect and client who attended a webinar or called their hotline, the questions they asked, the industry they operate in, and where they were in the lead generation process.
Oct 12, 2024 • 13min
Richard Kopelman: Aprio's Plans for Global Conquest | Accounting Influencers | Part 2 of 2
From $70 milliion to $450 million: The power of positivity, strategic planning, and going international.Accounting Influencerswith Rob BrownRichard Kopelman, CEO and managing partner of PE-owned Aprio, shares his philosophy of staying positive and never giving up, the importance of having a well-written strategic plan, and his vision of truly global accounting firms.Complete show notes here, including takeaways, background, analysis and transcript | See Part 1: Richard Kopelman: Inside Aprio’s Bold Makeover | More Accounting Influencers with Rob Brown here | Aprio Sells Majority Stake to Charlesbank Capital Partners | Cited: Mindset: The New Psychology of SuccessIn the second part of a two-part Accounting Influencers, Kopelman tells Rob Brown that a growth mindset drives Aprio's tremendous growth from $70 million to $450 million in revenue.
Oct 12, 2024 • 19min
Richard Kopelman: Inside Aprio's Bold Makeover | Accounting Influencers | Part 1 of 2
Lessons from dozens of strategic mergers & acquisitions.Accounting Influencerswith Rob BrownRichard Kopelman, CEO and managing partner of PE-owned Aprio, reveals the firm's dramatic transformation and rebranding into a global business advisory and accounting firm.See Part 2: Richard Kopelman: Aprio’s Plans for Global Conquest | More Accounting Influencers with Rob Brown here | Aprio Sells Majority Stake to Charlesbank Capital Partners here | Cited: Mindset: The New Psychology of SuccessIn this first part of a two-part Accounting Influencers with Rob Brown, Kopelman analyzes the high demand for accounting services due to changes in business, regulatory requirements, and technology. According to Kopelman, a key challenge for accounting firms often lies in mindset, requiring a shift from a risk-averse outlook to a more "positive," entrepreneurial one.
