

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

Dec 12, 2021 • 20min
Episode 46: Staffing in the Age of COVID, with Pasha Malick
In this interview, Richard Rothstein (Founder of Rothstein Consulting) speaks with Pasha Malik (Founder and Principal of Thyor) about what recruiting looks for accounting firms in 2020, and how Covid has affected things.Thyor started out virtual so the remote element of this situation hasn’t thrown them at all. They also have a division that works in data science so they can provide actionable information to companies from their financials. Here Pasha talks about how well Twitter and LinkedIn has worked for them in finding talent. Thyor also has a unique structure for their projects that allows for a high level of flexibility in their team members. We also talk about what has changed for them and their team in terms of work/life balance.

Dec 9, 2021 • 12min
Episode 45: Fighting the Staffing Crisis in Accounting, with Lee Cohen
In this interview, Richard Rothstein, Founder of Rothstein Consulting, speaks with Lee Cohen, Founder and Managing Partner of LM Cohen, about what recruiting looks like for accounting firms, and how Covid has affected things.Here Lee talks about his change of heart regarding remote work and how things are changing for everyone in the accounting community right now.

Dec 6, 2021 • 27min
Episode 45: What Works in Staffing Today, with Todd Hockenberry
Richard Rothstein of Rothstein Consulting interviews Todd Hockenberry from Top Line Results for CPA Trendlines

Dec 3, 2021 • 22min
Episode 44: How Covid Impacts Global Recruiting, with Dan Tyer, Author of Inbound Organization
In this interview, Richard Rothstein (Founder of Rothstein Consulting) speaks with Dan Tyer (Author of Inbound Organization, Hubspot) about what recruiting looks like for accounting firms in 2021, and how Covid has affected things.This is a little different episode in that we are talking to a marketing professional about organizational trends and how that is affecting hiring in the accounting world.Dan tells us about how Inbound Recruiting began at Hubspot and how important it has become. He spends some time talking about how undervalued your digital footprint is and how being customer-centric is super important to your recruiting. He also mentions a blog post on Inbound Recruiting that can be found on rothsteinconsulting.com

Nov 30, 2021 • 14min
Episode 44: Growing Revenue Through Client Service, with Sarah Dobek and Ty Hendrickson
With Sarah Johnson Dobek and Ty HendricksonInovautus ConsultingSales is sometimes presented as this abstract notion of convincing someone to buy your product, but it actually follows a simple framework.It may seem like an obvious answer, but there’s some science behind the why.Key Takeaways:
What makes a good business developer.
The skills professionals need for business development.
The professional’s role in growth.
More here

Nov 26, 2021 • 22min
Episode 43: How Covid Changes Recruiting, with Ronald Kranzler
In this interview, Ronald Kranzler, Managing Partner of HKMP, talks about what recruiting looks like for accounting firms these days, and how Covid has affected things.Ronald talks about retention is at a boutique blue-chip tech-forward firm like HKMP, that has a focus on companies worth over a billion dollars and works hand in hand with Big Four firmsHKMP has been remote for some time and has even developed its own tools for managing workflows. That tech focus is very important to them and their hiring.

Nov 25, 2021 • 21min
Episode 42: Lease Accounting Gets Real, with Ane Ohm, LeaseCrunch
After a brief pandemic pause, new lease accounting rules will start to hit hard in 2022.With Ane OhmCEO, Founder of LeaseCrunchMore at CPA Trendlines here

Nov 22, 2021 • 29min
Episode 41: EisnerAmper CEO Explains the Firm's Private Equity Deal
EisnerAmper CEO Charly Weinstein calls the firm’s deal to take on private equity a new wrinkle in the profession’s decades-old struggle to secure fresh capital for expansion in an increasingly competitive marketplace.More here: http://cpa.click/WeinsteinPEPictured: Charly Weinstein

Nov 14, 2021 • 59min
Episode 2: Flash Briefing: A “Call to Arms” after Private Equity Deal
With Dom Esposito and Anthony ZeccaEisnerAmper’s deal to take on private equity and spin off its attest firm represents a new path forward for firms seeking capital to remain competitive in talent and in technology, according to Dom Esposito and Anthony Zecca, two veteran big-firm leaders, in this exclusive CPA Trendlines Flash Briefing webinar.See more here: https://cpatrendlines.com/2021/09/26/flash-briefing-a-call-to-arms-after-private-equity-deal/

Oct 7, 2021 • 1h 1min
Episode 1: Google Ad Tips for Accountants with Becky Livingston
Here's how to stand out online and attract new clients -- the right kind of clients -- to your tax and accounting practice. Let Becky Livingston be your guide. She's a seasoned digital marketer for accounting firms and the author of The Accountant's Social Media Handbook and SEO for CPAs: The Accountant's Handbook, both published by CPA trendlines at https://cpatrendlines.comendlines.com/shop. Ge the transcript, handouts and other downloads for this episode here: https://cpatrendlines.com/?p=89410See Becky Livingston's latest articles at CPA Trendlines


