CPA Trendlines Podcasts
672 episodes — Page 12 of 14
Is This When Accountants Start Taking Freshbooks Seriously?
Oct 19, 202320 min
Harper & Company CPAs: You help clients build their ideal business. Why can’t you do it for yourself?
Oct 16, 202343 min
Jina Etienne: Practice Fearless Inclusion
Oct 6, 20231h 20m
Jason Deshayes: What We're Doing Isn't Working
Sep 11, 20231h 8m
Heather Satterley: You've Got to Meet People Where They Are
Sep 4, 202333 min
Adrian Hong: Necessity Can Make You an Expert
Aug 29, 202331 min
Bill Penczak: Stop Forcing Smart People to Do Stupid Work
Aug 28, 20231h 20m
Sandra Wiley: If you have the right culture, you'll find the right people.
Aug 21, 202348 min
Which is Better: A Year of Education or A Year of Experience? Featuring David Bergstein and Steven Sacks
Aug 13, 202315 min
Getting Real: Accounting Tech Decisions You Need to Make Today
Aug 8, 20231h 0m
The Disruptors: Al Anderson on The New Manifesto for Audit
Jul 23, 202359 min
Scott Scarano: First, Grow People. Then Firm Growth Can Follow
Jul 17, 20231h 10m
Ira Rosenbloom: With M&A, Nobody Wants a Fixer-Upper
Jul 13, 202356 min
Jody Padar: Build a Practice that Works for You, Not Vice-Versa.
Jul 10, 202355 min
Peter Margaritis: Communication is key but can be harder to teach.
Jun 19, 202343 min
BONUS EPISODE: Robert Fligel Explains How Private Equity Is Impacting the Profession
Jun 5, 20231h 1m
Joe Montgomery: Find the Sweet Spot of the Right Clients, Right Services and Right Prices
May 31, 202348 min
Ryan Lazanis: Build the Firm that Suits Your Lifestyle
May 22, 202346 min
Marie Greene: With Staffing, Lose Bad Apples Before Ruining the Bunch
May 16, 202356 min
Menlo Innovations: Improve Office Culture by Overhauling Internal Reviews
May 8, 202341 min
Megan Genest Tarnow: Hire for Curiosity Rather Than Compliance
May 1, 202343 min
Twyla Verhelst: Firms Must Get Creative to Compete
Apr 18, 202356 min
Donny Shimamoto: Future Firm Growth Requires a Mindshift
Apr 17, 202347 min
Hitendra Patil: No New Tech. No New Growth.
Apr 17, 202345 min
Transformation Talks with Chase Birky: Firms waste time and money recreating the wheel.
Apr 10, 202346 min
Transformation Talks with Dustin Wheeler: Tech advisors can revolutionize your team.
Mar 28, 202331 min
The Disruptors with Heather Smith: Try Not Growing Your Business
Mar 27, 202350 min
Jackie Meyer: Be a problem solver, not a number cruncher.
Mar 21, 202326 min
Transformation Talks with Dustin Verity: Keep an Open Mind and Constantly Learn
Mar 16, 202338 min
Clayton Oates: One Way to Keep Clients for Life
Feb 17, 20231h 17m
Ron Baker: Monetize the Relationship, Not the Transaction.
Feb 10, 20231h 7m
Randy Crabtree: Follow These 3 Rules to Keep Employees Happy
Feb 10, 202352 min
Kenji Kuramoto: Kill the 40-hr work week, online pricing and other archaic accounting etiquettes.
Jan 26, 202353 min
Chad Davis: You have an infinite canvas of opportunities to add more joy to your firm.
Jan 13, 202332 min
Aynsley Damery: Rethink the 80:20 rule, because the 80% are likely stealing from you.
Dec 21, 202248 min
Work Less, Earn More: Build the Accounting Firm of Your Dreams
Dec 12, 20221h 4m
Donny Shimamoto: Future Firm Growth Requires a Mindset Shift
Dec 1, 202247 min
Jennifer Wilson: Empower Young Workers to Build the Firm Everyone Loves
Nov 28, 202251 min
Mike Whitmire: Re-Think Your Hiring and Training Practices
Nov 23, 202236 min
Ed Kless: Clients Don’t Want Outputs. They Want Outcomes!
Nov 13, 202239 min
Seth Fineberg: Your Classic Business Model Won’t Allow Growth
Oct 26, 202251 min
The Six Pillars for Finance Transformation with Chris Ortega
Oct 14, 20226 min
CSR for CPAs: The Missing Ingredient
Oct 6, 202231 min
O.D. Lanier: The Four – or Five – Steps for Moving into Consulting
Sep 28, 202235 min
Hector Garcia: How Niche Knowledge Drives Success
Sep 21, 20221h 6m
Career Advice and Success Planning for Accountants from Mike Maksymiw
Sep 13, 202233 min
Disruptor: Jason Staats Shakes Up the Status Quo
Sep 9, 202250 min
Innovation Insights: Early Adopters Gain the Edge in Audit
Sep 3, 202226 min
From Tax to Transformation
Aug 26, 202232 min
The Disruptors: Penny Breslin on Facing Your Staffing Challenges Head-On
Aug 15, 20221h 2m