Episodes

  • Bonnie Buol Ruszczyk: The Quiet Crisis in Accounting - Losing the People We Need Most | Know-How Korner

    Bonnie Buol Ruszczyk: The Quiet Crisis in Accounting - Losing the People We Need Most | Know-How Korner

    · CPA Trendlines Podcasts

    MOVE’s latest project explores why even high-performing professionals are quietly exiting—and how firms can stop the leak.

    Know-How Korner

    With Amy L. Welch, APR, CAE

    Center for Accounting Transformation

    The accounting profession stands at a crossroads. Despite a steady influx of women into the field, their advancement into leadership continues to lag. Bonnie Buol Ruszczyk, managing director of the Accounting MOVE Project, is sounding the alarm—and offering data-driven solutions.

    MORE: Bonnie Buol RuszczykStart Your Benchmarking - Take the Survey

    Now in its 15th year, the MOVE Project studies how firms support, advance, and retain women and underrepresented professionals. On a recent episode of Know-How Korner with host Amy Welch, APR, CAE, Ruszczyk describes the project’s long-standing foundation—Money, Opportunity, Vital Supports, and Entrepreneurship—and how these pillars remain critical in today’s evolving landscape.

    “Women make up about 50% of the profession, but leadership still hovers at 25 to 28%,” Ruszczyk says. “And most of the drop-off happens right around the director level.”

  • Art Werner: Tax-Savvy Compensation with Smart Fringe Benefits | Quick Tax Tip

    Art Werner: Tax-Savvy Compensation with Smart Fringe Benefits | Quick Tax Tip

    · CPA Trendlines Podcasts

    "Pseudo compensation” can reduce taxable income and optimize client outcomes.

    Quick Tax Tip
    With Art Werner
    CPE Today

    In this episode of Quick Tax Tip, tax planning authority Art Werner makes a compelling case for rethinking how accountants approach compensation—shifting the focus from traditional deductions to strategic use of fringe benefits.

    Click here for more Art Werner

    “What are we really trying to accomplish?” Werner asks. “We’re trying to create what I call pseudo compensation—benefits that meet a client’s needs and reduce, or even eliminate, taxes.”

    The key, he explains, is designing tax-efficient strategies that align with today’s post-Tax Cuts and Jobs Act environment. With many itemized deductions reduced or eliminated and the standard deduction nearly doubled, relying on deductions to save on taxes has become far less effective.

    Originally published July 17, 2024.


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  • Burn the Boats: The Partnership Model Is Dead | Accounting Influencers

    Burn the Boats: The Partnership Model Is Dead | Accounting Influencers

    · CPA Trendlines Podcasts

    Accounting firms must pivot to CEO-led structures or risk falling behind in the age of private equity and tech transformation.

    Accounting Influencers

    with Rob Brown

    In a bold new episode of the Accounting Influencers Podcast, host Rob Brown declares that the traditional partnership model in accounting is no longer fit for purpose. Instead, he argues, the future belongs to firms that adopt CEO-led corporate structures, embrace private equity, champion technology, and develop strategic leadership pipelines.

    More Rob Brown

    “The partnership model is dead, and here’s why you should care,” says Brown. “It’s holding firms back from faster decision-making, innovation, and the ability to scale.”

    The episode takes a direct and urgent tone. It’s a call to action for partners, rising leaders, and firm influencers to rethink how firms operate—and how they themselves can gain influence.

    Brown explains that firms clinging to the old ways risk irrelevance. Instead, he champions a shift to a corporate-style governance model—one with a clear CEO at the helm and a streamlined approach to decision-making.

    “If you want a bigger voice in your firm, champion the shift to a CEO-led model,” Brown advises. “It allows for quicker responses to market demands and gives future leaders a clearer path to influence.”

  • Celebrating 100 Episodes of The Disruptors: Paul Dunn - From Standard to Stand Out to Stand For | The Disruptors

    Celebrating 100 Episodes of The Disruptors: Paul Dunn - From Standard to Stand Out to Stand For | The Disruptors

    · CPA Trendlines Podcasts

    This milestone episode proves that accountants can change lives—and legacies—every single day.

    The Disruptors

    With Liz Farr

    In its milestone 100th episode, The Disruptors podcast pulls out all the stops with a powerful conversation featuring Paul Dunn, a four-time TEDx speaker, accounting innovator, and co-founder of the global giving platform B1G1. A true visionary, Dunn has spent decades redefining what it means to be an accountant—and his message to the profession is as bold and inspiring as ever.

    MORE PODCASTS and VIDEOS: Jacob Schroeder: AI Won’t Replace Accountants—But It Will Reveal Who’s Replaceable | Ditching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | Jean Zick: Happy Team = Happy Clients | Breslin & Greathead: Be a Client Advocate | Dominic Piscopo: Clear Pay=Bargaining Power | Debbie Kilsheimer: Stop Thinking Small | Dave Kersting: Collaborate with Co-Firming | Ashley Francis: AI's a Partner, Not a Replacement | Richard Roppa-Roberts: Collaboration Over Competition

    “If you’re in a sea of sameness, you’re not serving anyone,” Dunn tells host Liz Farr. “We need to move from 'standard' to 'stand out' because we 'stand for' something that is bigger than ourselves.”

    That “something bigger” is impact.

    According to Dunn, the key to differentiating an accounting firm isn’t just writing a purpose statement—it’s living one. Too often, he says, firms get bogged down creating long-winded declarations no one remembers. The real transformation comes when a firm becomes truly impact-driven.

    “What if you turned that around... and you became impact-driven, and you're able to say as a result, this month, look at what we did. We created these impacts in the community.”

  • Chad Koebnick: Tribal Tax Credit Promises, Pitfalls, and Proactive Planning | The Concierge CPA

    Chad Koebnick: Tribal Tax Credit Promises, Pitfalls, and Proactive Planning | The Concierge CPA

    · CPA Trendlines Podcasts

    With 40% discounts and zero clawbacks, this credit is turning heads—and raising eyebrows.

    The Concierge CPA

    With Jackie Meyer

    For CPA Trendlines

    In this episode, Dr. Jackie Meyer interviews Chad Koebnick, VP of Specialized Tax Services at Nepsis, about the innovative Tribal Tax Credit.

    More Jackie Meyer

    They discuss the mechanics of the credit, its origins, and the skepticism surrounding it. Chad explains the due diligence required for tax professionals and taxpayers, the process of claiming the credits, and common misconceptions. The conversation also touches on the future of tax advisory services and best practices for tax professionals in navigating this new landscape.

  • Bold Action Urged on Talent, Tech, and Culture| Accounting Influencers

    Bold Action Urged on Talent, Tech, and Culture| Accounting Influencers

    · CPA Trendlines Podcasts

    It's time to abandon outdated models and rethink everything.

    Accounting Influencers

    with Rob Brown

    The accounting profession is standing at a critical juncture. In a powerhouse panel for the Accounting Influencers Podcast, three industry leaders—David Osborne, CEO of Conga and former Caseware chief; Tom Hood, EVP of Business Engagement and Growth at the AICPA; and Katie Thomas, owner and founder of Leaders Online—called for a radical reimagining of how the profession recruits, retains, and empowers talent.

    More Rob Brown

    Hood doesn’t mince words. “Technology has always been the biggest driver of change in our profession,” he says, pointing to generative AI as both a threat and a massive opportunity. Yet, he warns, “We're hearing parents tell students not to go into accounting because it's going away. I actually happen to think the exact opposite.”

    Hood also zeroes in on what he calls the “moose in the room”-- the profession’s leaky talent pipeline. “Pay has not kept up, and we keep talking to students about how hard accounting is. That culture doesn’t resonate with this generation.”

  • Mitchell Reno: Client Experience as a Growth Driver | Gear Up For Growth

    Mitchell Reno: Client Experience as a Growth Driver | Gear Up For Growth

    · CPA Trendlines Podcasts

    Firms with client experience programs see 19% higher growth rates, according to ClearlyRated study.

    Gear Up for Growth
    With Jean Caragher
    For CPA Trendlines

    Creating a truly differentiated client experience can be the key to standing out in a profession defined by trust, service, and technical excellence. That’s the message from Mitchell Reno, director of client experience at Rehmann, in this episode of Gear Up for Growth, hosted by Jean Caragher, president of Capstone Marketing.

    Gear Up for Growth spotlights the best strategies for smart and effficient growth in today's competitive landscape. More Gear Up for Growth here. | More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More CPA Trendlines videos and podcasts here

    Drawing on more than two decades of marketing and advisory experience—including 14 years as Rehmann’s chief marketing and sales officer—Reno discusses how client experience, when strategically engineered, becomes not only a competitive differentiator but a catalyst for firm-wide growth and innovation.

    “Client experience is not just good service,” Reno says. “It’s the sum total of every touchpoint a client has with your firm—from onboarding to billing to final delivery—and what they think and feel about all those moments.”


  • Burnout, Be Gone: Accounting Needs a Boundary Breakthrough | ARC

    Burnout, Be Gone: Accounting Needs a Boundary Breakthrough | ARC

    · CPA Trendlines Podcasts

    Learn how to protect your time, energy, and sanity in a world of nonstop pings.

    Accounting ARC
    With Liz Mason, Byron Patrick, and Donny Shimamoto
    Center for Accounting Transformation

    In a profession that’s long celebrated overwork as a rite of passage, the Accounting ARC podcast team flips the script.

    In a recent episode, hosts Liz Mason, CPA; Donny Shimamoto, CPA.CITP, CGMA; and Byron Patrick, CPA.CITP, CGMA, unpack the art—and science—of setting boundaries in the accounting profession. Their message: Boundaries aren’t barriers to productivity. They’re a foundation for it.

    MORE Accounting ARC: The Ultimate Business Hack You’re Probably Ignoring | Resilience, Real Talk, and the Road to Mental Wellness | Blockchain Could Still Reshape Accounting | What Gen Z Wants from Business | Firm Differentiation Depends Upon Client Service | Ron Baker: Surviving Tariff Turmoil | Are We Ready for the Hidden Risks of AI in Accounting? | The Research Imperative: Why Data Drives Accounting Success | 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

    “Burnout is essentially professional depression,” says Mason, CEO of High Rock Accounting. “When you’re constantly triggered and overwhelmed, it’s likely because your personal boundaries are being violated—and you haven’t defined or communicated them.”

    The trio tackles misconceptions head-on. While social media has sparked a “boundary backlash” culture—where some workers interpret boundaries as blanket refusals—they caution that healthy boundaries aren’t a free pass to underperform.

  • Art Werner: Wealth Transfer Strategies in a Time of Uncertainty | Quick Tax Tip

    Art Werner: Wealth Transfer Strategies in a Time of Uncertainty | Quick Tax Tip

    · CPA Trendlines Podcasts

    High-net-worth clients are urged to act before the estate tax exemption expires in 2025.

    Quick Tax Tip
    With Art Werner
    CPE Today

    A key provision of the Tax Cuts and Jobs Act (TCJA) is approaching its expiration date—and Art Werner, J.D., M.S. Tax, is sounding the alarm for advisors and their wealthy clients.

    In the latest episode of the Quick Tax Tip podcast, Werner explains that the temporarily doubled estate and gift tax exemption, enacted under the TCJA, is set to sunset on December 31, 2025. “This creates a lot of uncertainty,” says Werner. “We’re hearing all kinds of things from Congress—maybe an extension, maybe making it permanent, or even letting it die completely. Some are even calling for the estate tax to be repealed. Others want a much higher, even confiscatory, rate.”

    Click here for more Art Werner

    With so much political volatility, Werner urges tax professionals to proactively plan for the possibility that the exemption could be drastically reduced—or eliminated altogether.

    The TCJA effectively doubled the lifetime estate and gift tax exemption to nearly $13 million per individual (over $25 million for married couples) in 2024. Without Congressional action, this amount could fall by half at the end of 2025.

  • Sandra Wiley: Culture, DEI, and the Future of the Accounting Profession | MOVE Like This

    Sandra Wiley: Culture, DEI, and the Future of the Accounting Profession | MOVE Like This

    · CPA Trendlines Podcasts

    “I am begging firms: do not let go of your DEI&B initiatives. It is a mistake.”

    MOVE Like This
    With Bonnie Buol Ruszcyk
    For CPA Trendlines

    In a wide-ranging and deeply personal conversation on the Move Like This podcast, Sandra Wiley, president of Boomer Consulting, shares powerful insights about the evolving culture of the accounting profession and what firms must do to thrive in 2025 and beyond. From building inclusive workplaces to solving the talent crisis, Wiley emphasizes one central idea: firms that embrace change, empathy, and innovation will outlast those that cling to the status quo.

    More MOVEWiley, a longtime leader in public accounting consulting, outlines Boomer Consulting’s growth from a tech-focused firm to a holistic advisor in five key operational areas: leadership, talent, growth, technology, and process. These “back office” functions, she explained, are often overlooked in CPA firms, yet they’re critical to long-term sustainability. Through consulting, training, peer communities, and the Boomer Knowledge Network, Wiley and her team are helping firms modernize how they work and who they are.

  • Jacob Schroeder: AI Won’t Replace Accountants—But It Will Reveal Who’s Replaceable | The Disruptors

    Jacob Schroeder: AI Won’t Replace Accountants—But It Will Reveal Who’s Replaceable | The Disruptors

    · CPA Trendlines Podcasts

    Use AI to work smarter and connect deeper.

    The Disruptors
    With Liz Farr

    Jacob Schroeder, founder of Ascend Consulting, is clear-eyed about artificial intelligence. He doesn’t see it as a silver bullet or a threat. Instead, he sees it as a catalyst that helps accountants get back to what matters most: being human.

    “AI is not the solution. It's a tool,” Schroeder says. “If you're trying to make AI the solution, you're going about it wrong.”

    MORE PODCASTS and VIDEOS: Ditching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | Jean Zick: Happy Team = Happy Clients | Breslin & Greathead: Be a Client Advocate | Dominic Piscopo: Clear Pay=Bargaining Power | Debbie Kilsheimer: Stop Thinking Small | Dave Kersting: Collaborate with Co-Firming | Ashley Francis: AI's a Partner, Not a Replacement | Richard Roppa-Roberts: Collaboration Over Competition | Ira Rosenbloom: M&A Numbers Are Easy - Culture Fit Is Hard | Roman Villard: Ditch the Suit & Shine | Instead of chasing efficiency for efficiency’s sake, Ascend uses AI to free up time for meaningful conversations and thoughtful, strategic guidance.

    By embedding QuickBooks data directly into client emails, for instance, Schroeder’s team ensures that every communication is efficient and infused with empathy and relevance.

    “Suddenly, now your response can be more human.”

    Ascend’s model is built around what Schroeder calls holistic advisory, a blend of business and personal financial strategy that reflects the full picture of a client’s life.

    “We help build a better future for you, your business, and your family. It’s about helping people create value—not just crunch numbers.”

  • Jen Cryder: Rewrite the Rules | Accounting Influencers

    Jen Cryder: Rewrite the Rules | Accounting Influencers

    · CPA Trendlines Podcasts

    As the first woman CEO of PICPA, Cryder shares how she’s tackling the CPA pipeline crisis and why it’s time to re-evaluate long-standing licensure rules.

    Accounting Influencers
    with Rob Brown

    In this episode of Accounting Influencers, Jen Cryder, CPA, CEO of the Pennsylvania Institute of Certified Public Accountants (PICPA), opens up about her unexpected path to leadership, the challenges shaping the accounting profession today, and why she believes this is one of the most exciting times to be a CPA.

    More Rob Brown

    With oversight of 20,000 accounting and finance professionals, Cryder is not just a figurehead—she’s a force behind reshaping the profession’s image and strategy. From the CPA pipeline crisis to questions about the 150-hour rule, she addresses head-on the systemic changes needed to secure the future of the profession.

    “The perception remains that accounting is boring work. It couldn’t be farther from the truth,” says Cryder. She believes the profession suffers from an image problem impacting student enrollment and career choice, especially as finance and tech roles compete for top talent.

  • Paul Dunn: Ditch the Clock, Lead with Heart | Gear Up For Growth

    Paul Dunn: Ditch the Clock, Lead with Heart | Gear Up For Growth

    · CPA Trendlines Podcasts

    Stop billing. Start thrilling.

    Gear Up for Growth
    With Jean Caragher
    For CPA Trendlines

    In a persuasive new episode of Gear Up for Growth, powered by CPA Trendlines, Paul Dunn – four-time TEDx speaker, cofounder of B1G1, and longtime champion of transformational leadership in the accounting profession – delivered a clear call to action for firm leaders: Ditch the billable hour and lead with purpose.

    Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's competitive landscape. More Gear Up for Growth here | More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More CPA Trendlines videos and podcasts here

    Speaking with host Jean Caragher, president of Capstone Marketing, Dunn emphasizes that the profession's future lies not in tracking time but in creating lasting client outcomes and standing for something greater than profit.

    “It’s not about the inputs. It’s about the outcomes,” Dunn says. “When your vision becomes more powerful than your memories, your future becomes more powerful than your past.”

    More than 20 years after coauthoring The Firm of the Future, Dunn remains a fierce critic of time-based billing. He points to recent studies showing firms are beginning to move away from six-minute increments, but progress remains slow.

  • Cancel Culture or Curious Culture? You Choose. | Transformation Talks

    Cancel Culture or Curious Culture? You Choose. | Transformation Talks

    · CPA Trendlines Podcasts

    Turn communication breakdowns into trust-building moments.

    Transformation Talks
    With Donny Shimamoto
    Center for Accounting Transformation

    In the latest episode of Transformation Talks, host Donny Shimamoto, CPA.CITP, CGMA, leads a powerful discussion on “assumed discrimination”—the cultural collisions that happen when others project bias onto someone’s words or actions.

    MORE TRANSFORMATION TALKS

    Joining him are Arianna Campbell, COO of Boomer Consulting; Ed Kless, co-founder of THRESHOLD and co-host of The Soul of Enterprise; and Amy Welch, APR, CAE, mission advocacy strategist with the Center for Accounting Transformation and SVP/executive producer for CPA Trendlines.

    The episode begins by reframing how we talk. “Discussion” implies conflict, while “dialogue” is about listening. “The origin of ‘discussion’ is literally ‘to strike,’” says Kless. “But dialogue means ‘twin telling.’ That shift in mindset is everything.”

  • Art Werner: The Hidden Retirement Perk Most Taxpayers Miss | Quick Tax Tip

    Art Werner: The Hidden Retirement Perk Most Taxpayers Miss | Quick Tax Tip

    · CPA Trendlines Podcasts

    The retirement planning hack can be a secret weapon for tax-free growth.

    Quick Tax Tip
    With Art Werner
    CPE Today

    When most people hear “HSA,” they think of medical expenses and high-deductible health plans. But in the latest episode of Quick Tax Tip, tax educator and attorney Art Werner urges tax professionals—and their clients—to look deeper.

    Click here for more Art Werner

    In his signature style, Werner reframes the Health Savings Account (HSA) as one of the most underrated retirement planning tools available today.

    “I don’t look at the HSA as a way to pay for medical bills,” says Werner. “I look at it as a disguised retirement plan.”

    Many taxpayers—and even some practitioners—limit their view of the HSA to a reimbursement vehicle for immediate out-of-pocket costs. But Werner explains that this account can function much like a Roth IRA, offering triple-tax benefits: contributions are tax-deductible, growth is tax-free, and qualified withdrawals for medical expenses are also tax-free.

    Here’s the twist: You don’t have to take reimbursements immediately.

  • Ditching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | The Disruptors

    Ditching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | The Disruptors

    · CPA Trendlines Podcasts

    After years in corporate roles, Samantha Hallburn created a firm where people come before profits—and business thrives because of it.

    The Disruptors
    With Liz Farr

    Samantha Hallburn, founder of PBS Accounting and Tax, didn’t set out to be an accountant. After a progression through sales, marketing, HR, PR, and a stint as ops manager for a telecom company, she was working in banking. Her business owner clients needed loans, but when she asked for financials, “they had no idea what I was even talking about,” she recalls.

    MORE PODCASTS and VIDEOS: Jean Zick: Happy Team = Happy Clients | Breslin & Greathead: Be a Client Advocate | Dominic Piscopo: Clear Pay=Bargaining Power | Debbie Kilsheimer: Stop Thinking Small | Dave Kersting: Collaborate with Co-Firming | Ashley Francis: AI's a Partner, Not a Replacement | Richard Roppa-Roberts: Collaboration Over Competition | Ira Rosenbloom: M&A Numbers Are Easy - Culture Fit Is Hard | Roman Villard: Ditch the Suit & Shine | Monique Swansen: Align Firm Values with Services | Tina McGill: How to Create Lasting Client Impact | Stefan van Duyvendijk: Develop Operational Mindset | Steve Evans: Why Traditional Hiring Methods Fail

    Instead of turning them away, she offered to help. “I started helping my banking clients by going to their offices on my lunch break, after work, before work, on the weekends, days off to help them be able to get me what I needed.” After one particularly bad day in the corporate world, she decided to “roll the dice” and create a full-time venture.

    “I absolutely had no idea what I was really getting into, and that it was just going to be this snowball. And we grew so fast because there was such a need and such a demand,” Hallburn says.

    She built her firm “to be the antithesis of everything I hated about corporate America, and one of the things I did hate was that you were just a number, your real life didn't matter,” she says. The very name of her firm, PBS, stands for People – Business – Service.

  • Amy Vetter: How Professionals Can Reclaim Their Time, Energy, and Purpose | The Concierge CPA

    Amy Vetter: How Professionals Can Reclaim Their Time, Energy, and Purpose | The Concierge CPA

    · CPA Trendlines Podcasts

    “We’re afraid to communicate, we’re afraid to speak up.”

    The Concierge CPA
    With Jackie Meyer
    For CPA Trendlines

    In a profession known for long hours and technical precision, Amy Vetter, CPA.CITP, CGMA, CSP, RYT, offers a refreshing message.

    There’s more to success than climbing the traditional career ladder.

    More Jackie Meyer

    The founder of the B3 Method Institute joins Jackie Meyer on The Concierge CPA to share her journey from audit partner to yogi and mindful tech advisor—challenging firm owners to prioritize purpose and personal well-being.

    “Once I made partner, I thought I’d feel happier,” Vetter says. “But success without alignment isn’t really success.”

    Vetter’s career began traditionally—Big Four audit work, a stint in tax, and an early partnership. But as she juggled young children and mounting burnout, she realized something was missing.

    “I had pushed down the creative, intuitive parts of myself,” she explains. “So I started a journey to bring those back—through yoga, reflection, and eventually, the creation of the B3 Method.”

  • Adam Lean: Why Accountants Are Stuck—and How to Escape the Trap | Accounting Influencers

    Adam Lean: Why Accountants Are Stuck—and How to Escape the Trap | Accounting Influencers

    · CPA Trendlines Podcasts

    "This is your chance to make a real difference."

    Accounting Influencers
    with Rob Brown

    Millions of accountants and bookkeepers are stuck in a cycle of overwork, undercharging, and undervaluation. In this episode of the Accounting Influencers podcast, Adam Lean, CEO and co-founder of TheCFOProject.com, delivers a wake-up call: The compliance model is broken—and the profession must change course to remain relevant.

    More Rob Brown

    Lean explains that for most clients, every accountant “looks the same.” They expect the books to be done and the taxes to be filed, and they rarely see the difference between high-quality and mediocre service. This makes it nearly impossible for accountants to raise prices or grow sustainably.

    “Your clients don’t understand how to evaluate your work,” Lean says. “So they see you as interchangeable. That’s the trap.”

    To earn more, accountants often take on more clients or work longer hours—neither of which leads to long-term career satisfaction or better client outcomes. And because software tools and tech companies now offer “automated accounting,” competition is intensifying.

  • Aprio CEO: Culture and Capital Fuel Firm’s Rapid Growth | Gear Up For Growth

    Aprio CEO: Culture and Capital Fuel Firm’s Rapid Growth | Gear Up For Growth

    · CPA Trendlines Podcasts

    PE doesn't have to strip your culture.

    With Jean Caragher
    For CPA Trendlines

    On a recent episode of Gear Up for Growth, powered by CPA Trendlines, Aprio CEO Richard Kopelman offered a behind-the-scenes look at what’s powering his firm’s remarkable trajectory—from a traditional CPA firm to a diversified advisory powerhouse. In conversation with Jean Caragher, president of Capstone Marketing, Kopelman credited Aprio’s sustained momentum to two key drivers: a relentlessly reinforced culture and a bold leap into private equity.

    Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's competitive landscape. More Gear Up for Growth here | More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More CPA Trendlines videos and podcasts here

    Since stepping into the CEO role in 2013, Kopelman has steered Aprio into the ranks of the top 25 U.S. accounting firms. At the heart of that rise? A set of “31 Fundamentals” that shape everything from team interactions to client engagements.

  • The Ultimate Business Hack You’re Probably Ignoring | ARC

    The Ultimate Business Hack You’re Probably Ignoring | ARC

    · CPA Trendlines Podcasts

    “Leaders should model respect, not just expect it.”

    Accounting ARC

    With Liz Mason, Byron Patrick, and Donny Shimamoto

    Center for Accounting Transformation

    In the age of digital disruption and hybrid work, professional etiquette often feels like an afterthought. But in the latest episode of Accounting ARC, hosts Liz Mason, CPA; Donny Shimamoto, CPA.CITP, CGMA; and Byron Patrick, CPA.CITP, CGMA, argue the opposite: manners are more relevant—and strategic—than ever.

    MORE Accounting ARC: Resilience, Real Talk, and the Road to Mental Wellness | Blockchain Could Still Reshape Accounting | What Gen Z Wants from Business | Firm Differentiation Depends Upon Client Service | Ron Baker: Surviving Tariff Turmoil | Are We Ready for the Hidden Risks of AI in Accounting? | The Research Imperative: Why Data Drives Accounting Success | 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

    “Manners make a difference,” says Patrick, CEO of VERIFYiQ and co-founder of TB Academy. “They impact hiring, client service, team dynamics—everything.”



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