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CPA Trendlines Podcasts

CPA Trendlines Podcasts

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Exclusive information. Extraordinary insight.

See all podcast episodes here: https://cpatrendlines.com/category/podcast/

CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions.

We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients.

Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support.

You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed.

Facts. Figures. Insights. Implications.

Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends.

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.

We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives.

Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour.

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Politik & Regierungen
  • Accounting’s “Untalked-About” Frontier | ARC
    Feb 20 2026

    Rural communities offer meaningful work — and a chance to build a practice on purpose.


    Accounting ARC
    With Donny Shimamoto

    Center for Accounting Transformation


    In an era when private equity rollups and “bigger is better” narratives dominate accounting headlines, Donny Shimamoto, CPA.CITP, CGMA, returns to a quieter question: What does it look like to build a firm — and a career — around serving the places that rarely get the spotlight?

    • MORE Accounting ARC: 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

    In this episode of Accounting ARC, Shimamoto sits down with two practitioners who live that reality every day: Shayna Chapman, who runs a practice rooted in a small Ohio community, and Mohan Chirumamilla, who serves clients across Omaha, Nebraska, and Columbia, Missouri. Their conversation is part practical playbook, part gut-check — and it lands on a message that feels increasingly urgent for the profession: small towns still need sophisticated accounting, and accountants still need work that feels meaningful.

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    39 Min.
  • Joe Pine: The Transformation Economy Comes for Public Accounting | Gear Up for Growth
    Feb 19 2026

    As AI automates compliance, value shifts to measurable outcomes and client aspirations.

    Full
    show notes here

    Gear Up for Growth
    With Jean Caragher
    For CPA Trendlines

    Author and strategist B. Joseph Pine II urges accounting firm leaders to confront a fundamental question: What business are you really in?

    MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | MORE Gear Up for Growth | MORE CPA Trendlines videos and podcasts here

    According to Pine, the profession is approaching a critical inflection point as the global economy moves beyond goods, services, and even experiences, into what he calls the transformation economy.

    “You use experiences as a raw material to guide people to change, to help them achieve their aspirations,” Pine tells Gear Up for Growth host Jean Caragher, president of Capstone Marketing. This shift, he explains, requires firms to move beyond simply delivering accounting work efficiently to helping clients achieve meaningful, measurable change.







    Gear Up For Growth Ep 58 - Joe Pine

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    30 Min.
  • Candy Bellau: The $350 Pricing Mistake that Nearly Broke this Boutique Firm | The Disruptors
    Feb 18 2026

    How to reset pricing, rebuild margins, and stop “helping” clients into bankruptcy.

    Full show notes here

    The Disruptors
    With Liz Farr

    Candy Bellau didn’t set out to build a firm that could operate without her. But her hand was forced when her mother became ill.

    “I kept dropping the ball at my own company and my team, the long-term members kept picking it up, and slowly but surely, they just absorbed the client work I was doing,” Bellau recalls.

    MORE 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 |

    Her team at Kramerica Business Solutions not only maintained the business but made it better. “They did things that were so much better, and they looked out for me,” Bellau says.

    Bellau’s transition from operator to owner came at a pivotal moment. After working nonstop since age 14, Bellau found herself at 56 needing a change. “I don’t even know who I am. I don’t know what I like. I don’t have any interest outside of work and tasks that have to be done at home," she explains. So she took art classes, improv classes, wrote a book, and launched the Unbalanced Podcast with Sam Hallburn.





    Disruptors Ep 132

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    1 Std. und 4 Min.
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