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Allan Koltin: What Elite CPA Firms Do Differently | Gear Up for Growth
5d ago00:39:19Tap to summarizeThe best firm build accountability cultures, develop climbers, and make tough calls.Full show notes hereGear Up for GrowthWith Jean Caragherfor CPA Trendlines Research“Some firms dream of being great but only are willing to make the commitment to be good,” Allan Koltin, CEO of Koltin Consulting Group, says in the new episode of Gear Up for Growth with host Jean Caragher. “Leadership is the delta that separates all.”MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | MORE Gear Up for Growth here | MORE CPA Trendlines Streaming Network hereKoltin says the gap between elite firms and average firms keeps widening, and leadership is the defining factor. Widely recognized as one of the profession’s top consultants, he argues that firms chasing high performance must stop avoiding hard decisions, embrace accountability, and rethink what leadership means.“You can have the same clients, same talent pool, same market opportunities, and one firm ends up in the upper quartile while another struggles,” Koltin says. “The difference is leadership.”READ MORE > > >
Transcribe →What Happens to Your Firm If You Don't Come Back Monday? | ARC
6d ago00:38:37Tap to summarizeAfter a near-fatal skiing accident, three accounting leaders confront the uncomfortable questions every firm owner should answer before a crisis strikes.Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationBusiness continuity planning often lives in the realm of “someday.”Until it doesn’t.In the latest episode of Accounting ARC, hosts Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP; and Liz Mason, CPA, tackle a topic many professionals avoid: what happens when the unexpected actually happens.The conversation opens not with theory, but with a moment that makes the stakes unmistakably real. MORE Accounting ARC: Recognize When You Need to Recharge Before You Burn Out | Valuing More Than the Balance Sheet | Accounting’s “Untalked-About” Frontier | Why Happiness is Hard-Fought for High Achievers | The Fastest Way to Lose Talent Is “Dick Leadership” | Post-Holiday Fatigue Isn’t a Failure; It’s a Signal | OCR, Research Bots & Meeting Assistants: What Actually Helps Now | 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 Mason, CEO of High Rock Accounting, recounts a recent skiing accident in which she fell roughly 200 yards and collided with a tree at high speed. She survived with a broken leg—but the incident forced a sobering question: What would have happened to her firm if she hadn’t?Originally published March 26, 2026
Transcribe →Doug Slaybaugh: How to Define "Values in Motion" | The Disruptors
1w ago00:48:07Tap to summarizeAre your firm's stated values consistent with its behavior?Full show notes hereThe DisruptorsWith Liz FarrFor CPA TrendlinesHow does your firm define culture? Is your culture consistent with the values posted on the breakroom wall? Doug Slaybaugh, founder of CPA Coach, defines culture as “values in motion.” According to his definition, a firm’s stated values must be evident in the ways a firm actually behaves.MORE DISRUPTORS: Candy Bellau: The $350 Pricing Mistake that Nearly Broke this Boutique Firm | The Disruptors | Poe: What P.E. Really Wants from Firms | The Disruptors | Blake Oliver: Build a Biz that Runs Without You | Daiber: Use Succession as a Growth Strategy | Cannon: Busy Season is Self-Inflicted | MORE CPA Trendlines Streaming NetworkA firm that truly values philanthropy, for example, should give team members the ability to volunteer or sponsor nonprofit events. “There should be evidence,” Slaybaugh explains. “Otherwise, there’s no evidence of that value. It’s really not your culture.”READ MORE > > >
Transcribe →Art Werner: ‘Free Money’ for New Trump Accounts | Quick Tax Tip
1w ago00:05:33Tap to summarizeTrump accounts for the benefit of children.Full show notes hereQuick Tax TipWith Art WernerCPE TodayTrump accounts offer a rare chance for a government-funded head start on a tax-advantaged education account.“The federal government will actually infuse these accounts with $1,000,” says Art Werner. “It’s free money. Just face it, it’s free money.”MORE Art Werner | MORE CPA Trendlines Streaming NetworkAny child under age 18 with a Social Security number is eligible for a Trump account. Children born between 2025 and 2028 also qualify for a government contribution.More > > >
Transcribe →Nancy McClelland: Bookkeepers Need a Safe Space to Collaborate | The Disruptors
2w ago01:02:15Tap to summarizeBookkeepers often feel less empowered than tax professionals.Full show notes hereThe DisruptorsWith Liz FarrFor CPA TrendlinesNancy McClelland wants to do more than just run her firm, The Dancing Accountant. She has two big passion projects that are creating the conversations and collaborations this profession desperately needs. Her community, Ask a CPA, aims to bridge the gap between bookkeepers and tax professionals. She also co-hosts a podcast with Questian Telka, She Counts, which provides a safe space for women in accounting to discuss real issues.MORE STREAMING: Cannon: Busy Season is Self-Inflicted | Carroll: When One Person Can Break the Firm | Rampe: Build a Roadmap Even When the Road's Not There | Chang: Killing SALY, One Agent at a Time | Vanover: 5-Star Firms Don't Bill by the Hour | Kless: Profit Is a Result. Flourishing Is the Purpose | MORE CPA Trendlines Streaming NetworkMcClelland started the Ask a CPA Community when she noticed “this big gap that wasn’t about technical knowledge. It was about permission, about permission to collaborate.” While “bookkeepers are often the closest person to the financial truth of a business,” historically, “they've been positioned as subordinate to tax preparers, just sort of expected to hand off things and hope that they did it right,” McClelland explains. READ MORE > > >
Transcribe →The Skill That May Matter More Than Your CPA License | ARC
2w ago00:34:18Tap to summarizeConnection, community, and trust create opportunities that credentials alone cannot. Accounting ARCWith Liz Mason and Byron PatrickCenter for Accounting TransformationIn the accounting profession, technical excellence is expected. However, according to the latest episode of Accounting ARC, relationships — not just work product — often determine who grows, who leads, and who thrives. In a candid and deeply personal conversation, Liz Mason, CPA, and Byron Patrick, CPA.CITP, explore how relationship-building shapes careers, creates opportunity, and provides stability in an unpredictable profession. MORE Accounting ARC: The Real Problem with AI in Accounting | AI Can Fix Your Workflow—or Break It in Seconds | Efficiency Is the Wrong Goal for AI | Accounting’s Hidden Talent Risk: The Sandwich Generation | Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | Recognize When You Need to Recharge Before You Burn Out | Valuing More Than the Balance Sheet | Accounting’s “Untalked-About” Frontier | Why Happiness is Hard-Fought for High Achievers | The Fastest Way to Lose Talent Is “Dick Leadership” | Post-Holiday Fatigue Isn’t a Failure; It’s a Signal | OCR, Research Bots & Meeting Assistants: What Actually Helps Now | Return Season is the New Stress Test | Small Firms May Have the Biggest Advantage in 2026 | Downgraded: What the DOE Said About Accounting Mason, CEO of High Rock Accounting, opens the discussion by reflecting on how little emphasis the profession places on teaching interpersonal skills. Patrick, senior product manager for Karbon and co-founder and part-time educator for TB Academy, agrees. “You don’t learn it in college,” he says. “There’s no course on building relationships.” That gap, they argue, becomes especially obvious early in a professional’s career.*Originally published May 14, 2026
Transcribe →Guillaume Turmel: What Genuine Workplace Inclusion Feels Like Beyond Policies & Programs | MOVE Like This
2w ago01:02:17Tap to summarize"Inclusion often depends on whether people are willing to communicate, listen, and repair misunderstandings when they happen.”MOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines ResearchIn this episode of the MOVE Like This podcast, Bonnie Ruszczyk sits down with Guillaume Turmel, a PhD candidate at the University of Melbourne whose research focuses on how people experience genuine inclusion in the workplace. Drawing from his own experiences working internationally, helping launch an LGBTQ+ employee resource group, and observing the disconnect between strong DEI programs and employees still feeling “slightly off,” Guillaume explores why inclusion is far more personal and complex than most organizations assume. MORE MOVE Like This | MORE CPA Trendlines Streaming Network | JOIN MOVE 2026 One of the most compelling parts of the conversation centers around Guillaume’s comparison of inclusion to “love languages.” He explains that organizations often focus heavily on the actions they believe create inclusion, such as policies, programs, or leadership behaviors, without spending enough time understanding how those efforts are actually experienced by employees.
Transcribe →Art Werner: Intro to Trump Accounts | Quick Tax Tip
2w ago00:02:00Tap to summarizeTrump Accounts provide new opportunities for families, employees and closely held businesses.Full show notes hereQuick Tax TipWith Art WernerCPE TodayTax expert Art Werner is launching a series of tax tip videos focused on Trump accounts.MORE Art Werner | MORE CPA Trendlines Streaming NetworkIn the series, he provides a comprehensive overview of how these accounts work, how they compare to other investment options, the tax advantages they offer, potential issues practitioners should be aware of, and related fringe-benefit opportunities.MORE > > >
Transcribe →Dominic Piscopo: Crowdsourced Salary Data Sparks Accounting Change | Accounting Conversations
3w ago00:39:35Tap to summarizeUnpack how market gaps and transparency revise the recruiting game.Accounting ConversationsWith Chayton FarleeCenter for Accounting TransformationIn the latest episode of Accounting Conversations, host Chayton Farlee sits down with Dominic Piscopo, CPA, founder of The Big Four Transparency, to unpack compensation transparency and the accounting pipeline — two stubborn bottlenecks many firms still struggle to fix. The conversation centers on how accessible salary data and real-world experiences can illuminate a path toward fairer pay and clearer career ladders for accountants at all levels. MORE Podcasts Piscopo describes a career that reveals both the promise and the pain points of the industry. He started in a Big Four firm in tax and quickly encountered a supportive leadership dynamic and a stellar coach, experiences that underscore what’s possible in a healthy culture. Yet even with that backdrop, he confronted a truth many early-career professionals feel but few talk about openly: compensation does not always align with effort or market realities, especially for younger staff trying to break in and prove their value.
Transcribe →Jeff Seibert: Digits Software Moves Toward Real-Time Accounting | The Disrupters
3w ago00:39:39Tap to summarizeDovetailing finance and product engineering can transform accounting.Full show notes hereThe DisruptorsWith Liz FarrFor CPA TrendlinesWhen Jeff Seibert, CEO and founder of Digits, was at Twitter, he was astonished by the difference in data quality and timeliness between the product engineering and the finance sides of the business.On the product engineering side, testing tools, dashboards, and analytic tools provided real-time data on “exactly what your users are clicking on, what your servers are doing every second.” At the same time, “I was waiting two to three weeks for our accountant to give me a black and white P&L,” he recalls, even with “100 people in corporate finance.”MORE DISRUPTORS: Candy Bellau: The $350 Pricing Mistake that Nearly Broke this Boutique Firm | The Disruptors | Poe: What P.E. Really Wants from Firms | The Disruptors | Blake Oliver: Build a Biz that Runs Without You | Daiber: Use Succession as a Growth Strategy | Cannon: Busy Season is Self-Inflicted | Carroll: When One Person Can Break the Firm | Rampe: Build a Roadmap Even When the Road’s Not There | Chang: Killing SALY, One Agent at a Time |MORE CPA Trendlines Streaming NetworkThat experience led him to start Digits in 2018, an AI-native accounting platform, which is going head-to-head with QuickBooks and Xero.READ MORE > > >
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