Best CPA Practice Advisor Podcasts (2025)

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Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms. 0:38

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16h ago0:38

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Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms. Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn More Poe…

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Jeffrey Weiner: Leadership Lessons from a Billion-Dollar Firm Builder | Gear Up For Growth 45:13

17h ago45:13

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Great firms are built, not bought. Gear Up for Growth With Jean Caragher For CPA Trendlines In this episode of Gear Up for Growth, host Jean Caragher sits down with Jeffrey Weiner, former CEO and Chairman of Marcum LLP and current Senior Advisor at CBIZ. Weiner shares candid insights from his 40-year leadership journey, explaining how a Long Island…

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Ep 36: Private Equity Meets Niche Expertise: Opportunities for Specialty Practices 17:40

1d ago17:40

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What happens when private equity meets the most specialized corners of the CPA world—valuation, forensics, litigation, and advisory? A whole new set of opportunities emerges. In this episode of Everything CPA & Private Equity, hosts Phil Whitman and David Wolfskehl unpack how niche-focused firms are finding their place in today’s PE-driven market—a…

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Royalties, Residuals, and Reality Checks | ARC-SLC 55:52

1d ago55:52

55:52

CPAs translate fame into cash flow, contracts, and accountability. Accounting ARC - Student-Led Conversations With Harshita Multani Center for Accounting Transformation In a special episode of Accounting ARC: Student-Led Conversations, student host Harshita Multani interviews Jeff Frable, CPA, CGMA, a partner at CCK Strategies in Tulsa, Okla.; Aurm…

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The New Wave of Accounting: Why Gen Z Is Reshaping the Profession | Rachel Farris on Leaders of the Ledger 21:13

3d ago21:13

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In this episode of Leaders of the Ledger, we dive into the changing landscape of the accounting profession with Rachel Farris, a young and dynamic CPA from San Francisco. With Gen Z and millennials bringing a fresh perspective, accounting is no longer the old, traditional career it used to be. From the rise of remote work to embracing cutting-edge …

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Mike Maksymiw: Walking Away from the Top...And Finding Something Better | Big 4 Transparency 44:51

3d ago44:51

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“Being efficient got me more work, not more money. So I left.” Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines When Mike Maksymiw, executive director of the Aprio Firm Alliance, walked away from a $500,000-a-year partner role without another job lined up, he wasn’t chasing a title - he was chasing alignment. In this episode of the Big…

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Tony Proctor: Turn Dumb Ideas into Brilliant Solutions | The Disruptors 1:00:26

4d ago1:00:26

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WNBA Commissioner Has Worst Week of Any CPA 1:07:14

4d ago1:07:14

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Sponsors OnPay - http://accountingpodcast.promo/onpay Cloud Accountant Staffing - http://accountingpodcast.promo/cas Bill.com - http://accountingpodcast.promo/bill.com Assembly - http://accountingpodcast.promo/assembly Chapters (00:00) - AI-Driven CEO Impersonator Scams (00:38) - WNBA Commissioner Controversy (07:04) - Standardizing Tech Stacks in …

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Dr. Meghaan Lurtz: Financial Psychology Transforms Client Conversations | Holistic Guide to Wealth Management 50:23

5d ago50:23

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Normalize money talk, foster belonging, and guide clients toward lives of meaning and well-being. By Rory Henry CFP®, BFA™ For CPA Trendlines Spreadsheets, projections, and tax strategies have long dominated advisory. But as Dr. Meghaan Lurtz of Shaping Wealth explains, the work of advisors goes far beyond the numbers. At its best, our work is abou…

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Defining Defined Benefit Plans with David Podell 26:54

5d ago26:54

26:54

In this episod,e Steven is joined by David Podell, a true specialist in the world of defined benefit plans. More traditional retirement accounts get a lot of attention, and rightfully so. Solo K's and SEP IRAs are more universally applicable, but for the right business owner, a defined benefit plan can supercharge their ability to put away qualifie…

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Big 4 Layoffs Reveal New Jobs Reality | Accounting Influencers 15:51

7d ago15:51

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Industry turbulence opens doors for smaller firms, but only those that clearly define and communicate value. Accounting Influencers With Rob Brown Between June 2023 and September 2024, several of the largest accounting firms announced significant workforce reductions and structural changes. KPMG disclosed a deeper round of auditor layoffs in mid-20…

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Melancon: Private Equity and the Partnership | Gear Up For Growth 42:22

8d ago42:22

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"The accounting profession today is living its golden age, driven by its expanded capabilities." Gear Up for Growth With Jean Caragher For CPA Trendlines In a landmark episode of the Gear Up For Growth podcast, Barry Melancon, CPA, CGMA, the longest-serving CEO in AICPA history, joined host Jean Caragher to share his invaluable insights on the evol…

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Entry Level Auditor Jobs Fall 43% & the AI Workslop Heading Downstream 58:43

8d ago58:43

58:43

Blake and David examine the growing threat of AI-generated fake receipts, with 32% of accountants unable to recognize fraudulent documents and 30% reporting an increase in fraud since last year. They also discuss the concerning decline in entry-level auditor positions (down 43% since January) as firms adopt AI automation, while nearly half of accou…

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Free Speech Is a Right; Respect Is a Responsibility | ARC 36:27

9d ago36:27

36:27

Timing, venue, and state law shape what you say—and what it costs. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation This conversation focuses on practice, not politics. Accounting leaders are urging firms to pair open expression with professional responsibility as political tensions spill into w…

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Werner: Forget the Politics—M.A.G.A. Accounts Could Pay Off Big | Quick Tax Tip 3:14

10d ago3:14

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Money Accounts for Growth Advancement offer tax-free growth and even a $1,000 government kickstart. Quick Tax Tip With Art Werner CPE Today Congress may have stumbled into a politically charged acronym, but the new “M.A.G.A. accounts” have nothing to do with campaign slogans. In a recent episode of Quick Tax Tip, tax guru Art Werner breaks down wha…

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K.C. Eames: Innovation Can't Survive the Status Quo | The Disruptors 40:09

11d ago40:09

40:09

Short-term thinking and rigid hierarchies stifle experimentation across the profession. The Disruptors With Liz Farr K.C. Eames, Director of CAS at Dark Horse CPA, sees the traditional partnership model as a barrier to innovation and experimentation. First, the incentives are set up to guide people toward specific behaviors, which are “rewarding to…

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Advocacy, Risk Management & Shaping Accounting's Future | Mac Lillard on Leaders of the Ledger 21:18

11d ago21:18

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In this episode of Leaders of the Ledger, Rob Brown speaks with Mac Lillard, Senior Manager at GRF, about his influential role in the accounting profession. Mac shares his passion for advocating for the accounting degree and its potential to shape diverse career paths, including risk management, forensic auditing, and digital transformation. Learn …

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Dan Hood on Forces Shaping Accounting | MOVE Like This 45:49

12d ago45:49

45:49

Technology, demographics, and ESG are colliding to reshape advisory, career paths, and firm leadership. MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines On the latest MOVE Like This, host Bonnie Buol Ruszczyk welcomes Dan Hood, editor-in-chief of Accounting Today, who has covered the profession since the late 1990s. From his vantage poin…

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Everything I learned, I learned from a tax return with Mark Cecchini 22:02

12d ago22:02

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This week, Steven is joined by Mark Cecchini, Director of Wealth Solutions at Quadrant Capital, to share his experience prepping tax returns early in his financial planning career. Mark didn't plan on tax prep, but worked for multiple firms that had taxes at their foundation and was voluntold to get his hands on the tax prep process. Mark shares th…

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DEI Pullback Puts Accounting Talent Pipeline at Risk | Accounting Influencers 15:06

14d ago15:06

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Firms scale back initiatives even as governing bodies warn diversity is key to the profession’s future. Accounting Influencers With Rob Brown The accounting profession is facing a turning point as major firms scale back diversity, equity, and inclusion (DEI) initiatives, raising concerns about how the shift could affect talent recruitment, retentio…

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Debra Helwig: How Strategic Internal Communications Power Growth & Retention | Gear Up For Growth 37:03

15d ago37:03

37:03

Keep employees engaged and connected with transparency and beauty. Gear Up for Growth With Jean Caragher For CPA Trendlines “In many organizations, there’s a great gulf in between employees doing the work, with no idea of the conversations happening with clients or recruits,” says Debra Helwig, Internal Communications and Events Director at Pinion,…

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Ep 35: Why a Profitable Firm Like Sax Still Chose Minority PE with Joe Damiano 46:11

15d ago46:11

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Why would a thriving CPA firm take outside investment? In this episode of Everything CPA and Private Equity, hosts Phil Whitman and David Wolfskehl sit down with Joe Damiano of Sax to unpack why even a highly profitable, fast-growing firm chose a minority private equity partner. In this episode, you will be able to: • Learn why deal flow—not just c…

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Rory Henry: Why Nontraditional Accountants May Hold the Future of Finance| ARC 29:03

16d ago29:03

29:03

Combine technical knowledge with behavioral insights to create holistic client solutions. Accounting ARC With Donny Shimamoto Center for Accounting Transformation Accountants have long been known as trusted advisors, but a growing movement is redefining what that means. In a recent episode of Accounting ARC, host Donny Shimamoto, CPA.CITP, CGMA, sa…

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Accounting Firm Revenues, Profits, Compensation Rise 1:01:06

16d ago1:01:06

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Are accounting firms quietly having their best year ever? Blake and David break down why revenues and partner comp are rising—despite AI anxiety—and what it means for pricing and staffing. They unpack Gusto Money’s Melio-powered bill pay, Relay’s $1B milestone, Drake’s new workflow, and AI tools that actually help (note-takers, agents, research). P…

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Doug Gocke: Operations Overhaul Doubles Firm Revenue Without Adding Staff | It's Not Just the Numbers 45:07

17d ago45:07

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Structured operations freed partners to focus on clients and doubled revenue in six years. It's Not Just the Numbers With Penny Breslin and Damien Greathead For CPA Trendlines Running a modern accounting firm requires more than technical expertise. Partners must balance client relationships, business development, and administrative responsibilities…

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Nayo Carter-Gray: How a Poor Review Made the Firm Stronger | The Disruptors 1:02:36

18d ago1:02:36

1:02:36

Client conflict became a catalyst for clearer boundaries, better processes, and a more scalable virtual practice. The Disruptors With Liz Farr When Nayo Carter-Gray, founder of 1st Step Accounting, received a one-star Google review from a challenging client, she realized the crucial value of the boundaries she had established for clients. An email …

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Beyond Compliance: Gamifying the Future of Accounting | Kendale King on Leaders of the Ledger 28:50

18d ago28:50

28:50

What happens when CPAs step beyond compliance and bring their skills into the worlds of creators, entertainers, and gamers? In this episode of Leaders of the Ledger, host Rob Brown talks with Kendale King, CPA and founder of CPACon, about how he’s redefining what it means to be an accountant. Kendale shares his journey from Deloitte auditor to busi…

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John Fenton and Will Hill: Build Stronger Firms from the Inside Out | Holistic Guide to Wealth Management 25:58

19d ago25:58

25:58

Meet at the intersection of people, process, and purpose. By Rory Henry CFP®, BFA™ For CPA Trendlines When firms talk about growth, they usually point to increases in revenue, staffing, or service lines. But as coaches Will Hill and John Fenton remind me in our recent panel, the true drivers of sustainable growth are people, process, and purpose. W…

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Was Roth a HUGE mistake because of O3BA? with Micah Shilanski, CFP® 28:35

19d ago28:35

28:35

This week, Steven is rejoined by Micah Shilanski to once again share wisdom and perspective on all things tax planning. They kick off the episode talking about whether tax rates staying the same under O3BA changes their approach to Roth conversions (it doesn't) and share best practices for how to effectively communicate the value and execution of R…

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Pushing into Law? A Seismic Shift for Firms | Accounting Influencers 11:26

21d ago11:26

11:26

AZ opens the door to multidisciplinary firms, and Big Four competitors are watching closely. Accounting Influencers With Rob Brown Accounting and law have long existed in parallel, separated by strict professional boundaries. That wall may be crumbling. KPMG is moving to become the first Big Four accounting firm in the United States to own a law fi…

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John Garrett: Embrace Your And; Transform Firms | Gear Up For Growth 44:49

22d ago44:49

44:49

Your job title doesn't define you. Your 'and' does. Gear Up for Growth With Jean Caragher For CPA Trendlines “If we make sure that people are doing their ‘ands,’ they’re going to accidentally do their best work,” says John Garrett, author of "What’s Your ‘And’?" and stand-up comedian. During his appearance on Gear Up for Growth, hosted by Jean Cara…

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The HIRE Act Would Tax Firms 25% for Offshore Labor 1:10:19

22d ago1:10:19

1:10:19

Blake and David examine several major developments affecting the accounting profession, including the proposed HIRE Act that would impose a 25% excise tax on offshore labor payments to accounting firms. They also look at how AI is transforming hiring practices at major firms like PwC, which is cutting graduate recruitment due to advancing technolog…

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From Cash Bags to Casinos to Audits: Recounting How First Jobs Shape Us | ARC 39:50

23d ago39:50

39:50

“As an auditor, you learn how non‑financial events end up having a financial impact.” Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation On this episode of Accounting ARC, Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, revisit their first accounting jobs. The c…

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Erica Goode: The $180K, 15-Hour Workweek | Big 4 Transparency 41:15

24d ago41:15

41:15

Ruthless efficiency, process-first thinking, and a bold rejection of traditional models help build her "life-first" firm. Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines On The Big 4 Transparency Podcast, host Dominic Piscopo sat down with Erica Goode, founder of a solo accounting practice that generated over $180,000 in profit in 202…

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Tailor Hartman: Upwork to “40 Under 40” in Just 3 Years | The Disruptors 47:48

25d ago47:48

47:48

Celerity's founder turned a side-hustle into a fast-growing success. The Disruptors With Liz Farr Tailor Hartman didn’t start Celerity Accounting with a grand plan. The initial goal was to make enough from an accounting side gig to pay down his student loans while he worked full-time as an assistant controller. He found his first clients in an unor…

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Burnout, Branding & Building a CPA Firm That Lasts | Kathryn Horton on Leaders of the Ledger 29:22

25d ago29:22

29:22

What happens when burnout becomes the spark for building a thriving CPA firm? In this episode of Leaders of the Ledger, host Rob Brown sits down with Kathryn Horton, CPA, to talk about her bold move from national firms to starting her own practice, her passion for data analytics, and why personal branding matters more than ever for accountants. Kat…

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Christine Simone: The Too-Often Overlooked Piece of Financial Planning | Holistic Guide to Wealth Management 18:54

26d ago18:54

18:54

As your client's trusted advisor, can you afford not to include it? By Rory Henry CFP®, BFA™ For CPA Trendlines “The first wealth is health,” wrote Ralph Waldo Emerson. Healthcare is one of the biggest expenses in retirement, yet it’s often overlooked in financial planning. For many clients, uncertainty around coverage can be as stressful as market…

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Annuities in the real world with Brian Smith 23:50

26d ago23:50

23:50

Steven is once again joined this week by Brian Smith from FIA to talk about something that will effect nearly every financial advisor at some point in their career: annuities that are no longer meeting client needs. 1 in 5 retirees have an annuity product of some kind, so it's a matter of "when", not "if," advisors will come across products that ne…