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CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions.
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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.
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Tim Allen: How Serendipitous Specialization Led to Success | Gear Up for Growth
Feb 14, 202500:27:30Tap to summarizeFull commitment is critical in niche accounting.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn the world of accounting, niche specialization is often a deliberate strategy. For Tim Allen, CPA, however, his journey into winery finance was more serendipitous than strategic. With over 30 years of experience—including time at a Big 4 firm, leadership roles at multiple wineries, and now managing a successful boutique firm exclusively dedicated to the wine industry—Allen has carved out a unique space for himself and his team.Gear Up for Growth spotlights the best strategies for smart and efficient 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 CPA Trendlines videos and podcasts hereAllen's accounting came unexpectedly during his tenure at Deloitte’s San Francisco office. While his colleagues gravitated toward high-profile clients, Tim found himself drawn to wineries—clients that others overlooked. The opportunity allowed him to work closer to his family in Santa Rosa while developing a deep understanding of the industry’s financial intricacies.
Transcribe →Student Turns Tables on Thought Leaders | ARC
Feb 13, 202500:47:17Tap to summarizeIn a special episode, student Arpan Grewal asks questions future CPAs and business leaders need answered.Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoIntroducing Special Guest Arpan GrewalCenter for Accounting TransformationIn an episode that flips the script, Accounting ARC features a fresh voice in business: Arpan Grewal, a high school junior and state officer for Indiana Business Professionals of America. In this inaugural episode of ARC: Student-led Conversations, Grewal takes on the role of interviewer, leading a discussion with Donny Shimamoto, CPA.CITP, CGMA; Liz Mason, CPA; and Byron Patrick, CPA.CITP, CGMA—three industry leaders with diverse career paths in accounting. MORE Accounting ARC: How Coaching Can Unlock Professional Success | Demystifying Accounting Governance | Top 10 Red Flags to Watch for in Accounting Offices | Jeremy Dubow: Private Equity as a Catalyst for Growth | Break the Burnout Cycle in Accounting | Accounting in Transition: 2024 Reflections & the Road Ahead | Ron Baker: Visions for the Accounting Profession | Angie Grissom: Next Gen Inspo for Accountants | Does Accounting Belong in STEM? | Rose Wang: Where Numbers Meet Strategy and Creativity | TikTok Fraud Exposes Gaps in Financial Literacy | How Accounting Pros Own the Stage in Public Speaking | Greg Kyte: Being a CPA Is Like Being the Marie Kondo of Numbers | Rachel Bashore: A Lawyer's Case for Reinventing Accounting | Beyond the Basics in Ethics Education | Bailey Lenart: From Ledger Sheets to Transformational ChangeGrewal comes prepared with questions that high school and college students often ask when considering careers in business. The conversation covers the realities of the profession, the importance of career flexibility, and why accounting is anything but boring.
Transcribe →Alan Anderson: Applying JIT Concepts to the Audit Process
Feb 12, 202500:58:51Tap to summarizeReduce audit time by 20% without reducing quality.By Alan Anderson, CPATransforming Audit for the FutureFor most audit firms, the concept of “just in time” means that the audit was completed and the financials were delivered “just in time” to meet the deadline. But in this webinar, Alan Anderson explains how concepts from just-in-time manufacturing can be applied to make audits more efficient, reducing time by at least 15-20% while also improving quality and customer service. MORE ALAN ANDERSON: Are You Using the Right Business Model? | Give Advice While Remaining Independent | The New Formula for an Accounting Business | Don’t Risk Losing Good Employees for Bad Clients | Four Questions to Make Your Firm More Successful as a Business | Say Adios to Audit Fee Pressure | Deliver More Audit Value by Getting Out of the Conference Room | Six Essential Elements in Audit Planning | Before the Audit: More Than Just Planning | Five Crucial Attributes for Successful Audit Leadership | Put the Ethics Code to Work for Your Clients and Your Firm | Is Audit in Crisis Because of Definitions?Just-in-time manufacturing was devised to reduce inventory costs, downtime, and waste by following four sequential steps for every manufacturing process: design, build, inspect, and delivery. By analogy, the four steps of JIT manufacturing correspond to the four audit phases of planning, fieldwork, review, and delivery. The raw materials of an audit consist of the trial balance and schedules supplied by the client, and the final deliverable is the audit report.
Transcribe →Stefan van Duyvendijk: Develop Operational Mindset | The Disruptors
Feb 11, 202500:47:40Tap to summarizeDon't just check the boxes. Provide benefits.The DisruptorsWith Liz FarrStefan van Duyvendijk, Accounting Operations Evangelist at FloQast, wants accountants in the industry to expand their roles. In addition to the vital role of providing the basic requirements of accounting, he wants them to develop an operational mindset, as described in the book van Duyvendijk co-authored with Mike Whitmire, CEO of FloQast: Shift Happens: The Rise of the Operational Mindset and How Controllers Can Drive Real Value. (Editor's Note: Liz Farr served as Developmental Editor on this book.) \MORE PODCASTS and VIDEOS: Steve Evans: Why Traditional Hiring Methods Fail | Roger Knecht: Can You Be an Accountrepreneur? | Beth Whitworth: Focus on Outcomes Not Hours | Mike Sylvester: Learn to Say No | Salim Omar: Identify Your Client's $100,000 Problem | Jackie Meyer: Earn More with Fewer Clients | Jack Fleherty: Don't Be a 'Yes' Person | Greg Adams: From Finance to Storytelling | The Disruptors | Jody Padar: Make Radical Changes Now If You Want to Be Relevant in 2030 | Rebecca Driscoll: Amplify Reach By Helping Other Firm Owners | Rory Henry: Create the Return on Relationships | Mike Maksymiw: Be the Leader You Wish You Had | 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 | Sean Duncan: Discover Your Own Genius | Ingrid Edstrom: True Wealth Is Not Financial |The operational mindset isn’t just about “making sure we make the product, and we move the product, and we get it to people,” but it means taking the discipline accountants already have for optimizing accounting processes and “taking that and applying it to our work and saying, ‘I'm going to track what I do in work. I'm going to measure what I do and work objectively so that I can go in and improve it and change it,’” van Duyvendijk explains.
Transcribe →Steve Yoss: Unlocking Business Insight with Power BIs | Quick Tax Tip
Feb 10, 202500:02:37Tap to summarizeRevolutionize how businesses visualize and interpret data.Quick Tech TalkWith Steve YossCPE TodayBusinesses today are moving beyond traditional reporting methods to embrace the transformative potential of business intelligence tools. Industry leaders emphasize the importance of platforms like Tableau, Qlik, and Power BI, which allow companies to turn raw data into dynamic, interactive dashboards. These tools empower decision-makers to access real-time insights tailored to their specific needs, enabling them to make informed choices that drive success.MORE STEVE YOSSMORE TECHExclusively for PRO Members. Log in here or upgrade to PRO today. Business intelligence tools go far beyond static financial reports like balance sheets and income statements. By integrating sales, marketing, inventory, e-commerce, and even email newsletter data, companies can create a comprehensive “heads-up display” of their operations. Imagine transforming sales data into visual charts, mapping customer trends geographically, and combining diverse datasets into a single interactive platform. These tools enable businesses to manage proactively, focusing on forward-looking strategies rather than relying solely on retrospective analysis.
Transcribe →Jean Caragher: Fire Clients Who Don't Tick Your Boxes | Accounting Influencers
Feb 8, 202500:29:20Tap to summarizeRemoving clients isn’t just about profitability—it’s a firm-wide morale booster.Accounting Influencerswith Rob BrownWith over 35 years of industry experience, Jean Caragher has witnessed the profession's transformation, noting that marketing roles in accounting firms are now more strategic and influential than ever.More Accounting Influencers with Rob Brown hereCaragher describes her work at Capstone Marketing, where she serves as a fractional chief marketing officer for firms specializing in branding, content marketing, pricing, and client satisfaction strategies. "The foundation of marketing remains the same," she explains, "but today, we have a wealth of digital tools and data to enhance how firms promote themselves."
Transcribe →Breaking the Billable Hour | Gear Up For Growth
Feb 7, 202500:49:37Tap to summarizeFirms that price for time rather than value are holding themselves back. Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesFor decades, accountants have relied on billable hours, tracking time spent on client work and invoicing accordingly. However, according to Michelle Golden-River, CEO of Fore LLC, this model is fundamentally flawed.“Accountants have taken their cost structure—allocating hours to clients and projects—and turned that into their revenue model,” she explains. “They’re not supposed to be the same thing.”Gear Up for Growth spotlights the best strategies for smart and effficient 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 CPA Trendlines videos and podcasts hereDespite the evident inefficiencies, many firms remain resistant to change. David Yeghiaian, chief strategy officer for KerberRose, noted that the biggest hurdle is uncertainty: “They're just not used to it. There’s a fear of getting the pricing wrong—what if I estimate too low? What happens if a client expects more than I anticipated?”Golden-River counters this fear with a broader perspective: “The biggest hurdles aren’t just about pricing. We need a broader business model change to support a revenue model change.” This podcast was originally published on 10/24/2024
Transcribe →Steve Yoss: How Powered BI Connects with Data Sources | Quick Tech Talks
Feb 3, 2025Tap to summarizeUnlock insights quickly, from QuickBooks to custom systems.Quick Tech TalkWith Steve YossCPE TodayMicrosoft’s Power BI revolutionizes how professionals and businesses interact with their data. This cutting-edge tool, designed for business intelligence and dashboarding, is user-friendly, highly versatile, and incredibly powerful. Whether you’re working with sales, marketing, accounting, inventory, payroll, or other datasets, Power BI seamlessly connects to nearly 100 native cloud resources—including QuickBooks Online—bringing your data to life through interactive dashboards, charts, maps, and graphs.MORE STEVE YOSSMORE TECHExclusively for PRO Members. Log in here or upgrade to PRO today.One of Power BI’s standout features is its ease of use. By simply entering your username and password, you can connect directly to QuickBooks Online without the need for third-party integrations or extra fees. Moreover, its support for ODBC (Open Database Connectivity) makes it possible to integrate virtually any system, from inventory management to payroll and HR, or even external web data requiring login credentials.
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