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87episodes
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Art Werner: ‘Free Money’ for New Trump Accounts | Quick Tax Tip
Jun 1400:05:33Tap 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
Jun 1301:02:15Tap 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
Jun 1100:34:18Tap 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
Jun 1001:02:17Tap 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
Jun 900:02:00Tap 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
Jun 400:39:35Tap 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
Jun 200:39:39Tap 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 > > >
Transcribe →Bad Bosses or Bad Habits? The Truth About Workplace Failure | ARC
May 2800:53:29Tap to summarizeFrom micromanagement to missed promotions, hosts get real about bad bosses—and when the problem is you.Accounting ARCWith Liz Mason and Byron PatrickCenter for Accounting TransformationIn a candid, unfiltered episode of Accounting ARC, Liz Mason, CPA, CEO of High Rock Accounting, and Byron Patrick, CPA.CITP, senior product manager at Karbon and co-founder of TB Academy, confront one of the profession’s most relatable—and uncomfortable—topics: bad bosses. But the conversation goes further than workplace horror stories. Mason and Patrick explore a more nuanced reality: sometimes the boss is the problem—and sometimes it's the employee. MORE Accounting ARC: Why Relationships Still Drive Career Success | 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 | “We wanted to talk about this topic because it’s really important to understand when you’re the problem, when your boss is the problem, and what acceptable boundaries are,” Mason says early in the episode.Unpack real stories about bad bosses, miscommunication, and the career lessons that come with both. This episode challenges how accountants think about leadership, accountability, and growth.
Transcribe →Retention Isn’t About Perks or Paychecks Anymore | MOVE Like This
May 2700:40:42Tap to summarizeAdapt to changing workforce expectations without losing performance or accountability.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines ResearchIn this episode of MOVE Like This, host Bonnie Buol Ruszczyk talks with Kristi Epp, tax partner, and Amber Schrock, advisory partner and Las Vegas market leader at Frazier & Deeter, about one of the profession’s most urgent challenges: retention. Their message is clear — firms that still believe compensation alone drives loyalty may already be falling behind.MORE MOVEThe conversation explores how accounting has changed dramatically over the last several years. Remote work, automation, talent shortages, mergers, acquisitions, and increasing regulatory complexity have reshaped both firm operations and employee expectations. Epp and Schrock explain that younger professionals are not rejecting hard work; they are rejecting environments that fail to provide meaning, transparency, mentorship, and sustainability.Rather than focusing solely on hours worked, Frazier & Deeter has worked to build a culture centered on effectiveness, growth, and long-term engagement. The firm’s leaders recognize that retention is deeply connected to whether people feel seen, supported, and included in the future of the organization.Originally published 1/14/2026.
Transcribe →Tyler Anderson: Audit Transformation Is a Mindset, Not a Destination | The Disruptors
May 2700:53:56Tap to summarize"Audit" and "transformation" shouldn't contradict each other.Full show notes hereThe DisruptorsWith Liz FarrFor CPA TrendlinesThe words “audit” and “transformation” don’t often appear together. Some might say they contradict each other. But for Tyler Anderson, Director of A&A Innovation at Accountability Plus, audit transformation is something that has been needed for many years.MORE Tyler Anderson: Re-Inventing Accounting with Tyler AndersonMORE 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 NetworkAnderson, along with his colleagues Corey Schmidt and Alan Anderson from Accountability Plus, served as subject matter experts for the 2025 Audit Benchmark Survey conducted by CPA.com, which sought to understand the current state of audit transformation. The CPA.com team included Emily Remington (Director of Audit Product Management), Amy Bridges (Senior Manager of Practice Development), and survey methodologist Katherine Blackburn. The resulting report, The Audit Transformation Report, was released at Digital CPA in December 2025. Liz Farr, host of The Disruptors, served as the report writer. Audit transformation is often misunderstood as a destination or a future state reserved for large firms with deep pockets and advanced technology. But according to Anderson, transformation is far more practical and accessible. “I see it as the process, not really like it's an end state or anything, but it's really the evolution of audit,” he explains.READ MORE > > >
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