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ACCOUNTING ARC

What Amazon Doesn’t Tell You | ARC

Returns ripple through revenue recognition, inventory, and environmental reporting.

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

Accounting ARC hosts Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, use a YouTube investigation into Amazon’s return ecosystem as a springboard to examine the financial realities behind frictionless refunds. They agree that returns are a strategic cost center that must be engineered into product pricing, platform choice, and tax compliance from the start.

MORE Accounting ARC: Royalties, Residuals, and Reality Checks | ARC-SLC | Free Speech Is a Right; Respect Is a Responsibility | Cash Bags, Casinos & Audits: How First Jobs Shape Us | Gen Z Redefines Careers | Bootleggers, Baptitsts & CPAs: Rethinking Licensure | CPA Firm Ownership Under Fire | Walking Violation: When Showing Your CPA Gets You in Trouble | Audit Bags to TikTok Tags, Gen Z Talks Success | Students Challenge Accounting’s Traditional Career Path | True Grit: Recognizing Struggles That Shape Our Successes |More Admins, Fewer Students, No Plan | What Career Advice Gets Wrong for Gen Z – And How to Fix It | Your Identity is Not a Liability | Burnout, Be Gone: Accounting Needs a Boundary Breakthrough

Higher return rates are the rule online. U.S. retailers estimated that 16.9% of 2024 sales—about $890 billion—were returned, according to the National Retail Federation and Happy Returns. The cost of reverse logistics, shrinkage, and fraud compounds the hit to gross margin. “If you want the increased revenue from Amazon sales, it’s going to come with increased returns,” Shimamoto says. “You can’t have the reach without the cost.”

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ACCOUNTING ARC

Royalties, Residuals, and Reality Checks | ARC-SLC

CPAs translate fame into cash flow, contracts, and accountability. 

Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
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Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS
Poe Group Advisors consistently excels in helping our clients find the right accounting practice sales opportunity.

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.; Aurmaudra Bradley, CPA, president of the NABA Indianapolis Chapter; and video producer Dave Maresca with the Center for Accounting Transformation and CPA Trendlines, about the financial mechanics behind modern entertainment—and the accountants who make the numbers work. 

MORE Accounting ARC: Free Speech Is a Right; Respect Is a Responsibility | Cash Bags, Casinos & Audits: How First Jobs Shape Us | Gen Z Redefines Careers | Bootleggers, Baptitsts & CPAs: Rethinking Licensure | CPA Firm Ownership Under Fire | Walking Violation: When Showing Your CPA Gets You in Trouble | Audit Bags to TikTok Tags, Gen Z Talks Success | Students Challenge Accounting’s Traditional Career Path | True Grit: Recognizing Struggles That Shape Our Successes |More Admins, Fewer Students, No Plan | What Career Advice Gets Wrong for Gen Z – And How to Fix It | Your Identity is Not a Liability | Burnout, Be Gone: Accounting Needs a Boundary Breakthrough

The panel opens with favorites ranging from the movie “Back to the Future” to the TV show “Lost,” then quickly moves to the business beneath the screen. Bradley says the shift from box office and album sales to streaming platforms fundamentally changes how talent gets paid and how accountants track performance. She points to the recent labor actions in Hollywood as an example of residual models catching up to platform economics. In 2023, both the Writers Guild of America and SAG-AFTRA cited the rise of streaming and reduced residuals as central issues during historic strikes that disrupted production across the industry.  

Frable emphasizes that the profession’s core value does not change. “You do you, and I’ll do me,” he says. Artists and athletes deserve to focus on their craft while accountants manage contracts, taxes, and cash flow.

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ACCOUNTING ARC

Free Speech Is a Right; Respect Is a Responsibility | ARC

Timing, venue, and state law shape what you say—and what it costs.

Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms. See Today’s Special Offer

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Poe Group Advisors consistently excels in helping our clients find the right accounting practice sales opportunity.

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 workplaces and social media feeds. In a new episode of Accounting ARC, hosts Liz Mason, CPA, CEO of High Rock Accounting; Byron Patrick, CPA.CITP, CGMA, CEO of VERIFYiQ and co-founder of TB Academy; and Donny Shimamoto, CPA.CITP, CGMA, founder and managing director of IntrapriseTechKnowlogies and the Center for Accounting Transformation, outline practical guardrails for speech that keep trust at the center. 

RELATED ARC: Talk Politics Professionally | Cancel Culture or Curious Culture? You Choose (Assumed Discrimination) | What Happens in Vegas…Gets Reported on a Tax Return (Working in “Sin” Industries) | Your Identity Is Not a Liability (Pride Week) | Etienne: Decoupling DEIB – A Nuanced Approach |

MORE Accounting ARC: Cash Bags, Casinos & Audits: How First Jobs Shape Us | Gen Z Redefines Careers | Bootleggers, Baptitsts & CPAs: Rethinking Licensure | CPA Firm Ownership Under Fire | Walking Violation: When Showing Your CPA Gets You in Trouble | Audit Bags to TikTok Tags, Gen Z Talks Success | Students Challenge Accounting’s Traditional Career Path | True Grit: Recognizing Struggles That Shape Our Successes | More Admins, Fewer Students, No Plan | What Career Advice Gets Wrong for Gen Z – And How to Fix It | Your Identity is Not a Liability | Burnout, Be Gone: Accounting Needs a Boundary Breakthrough

The conversation opens with a condemnation of political violence and a call for grace as individuals and firms process fast-moving events. From there, the hosts shift to the workplace: what employees say online and in public often follows them to the office, and leaders must navigate the implications for culture, clients, and brand. 

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ACCOUNTING ARC

Henry: Is the Future of Finance with Nontraditional Accounting? | ARC

Combine technical knowledge with behavioral insights to create holistic client solutions.

Sponsored by CPA Trendlines Go PRO! Get More – Go Pro! – Get today’s special offer here. 

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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, sat down with Rory Henry, CFP®, BFA™, to discuss how nontraditional accountants are transforming wealth management by embracing a holistic, human-first approach. 

MORE Accounting ARC: Cash Bags, Casinos & Audits: How First Jobs Shape Us | Gen Z Redefines Careers | Bootleggers, Baptitsts & CPAs: Rethinking Licensure | CPA Firm Ownership Under Fire | Walking Violation: When Showing Your CPA Gets You in Trouble | Audit Bags to TikTok Tags, Gen Z Talks Success | Students Challenge Accounting’s Traditional Career Path | True Grit: Recognizing Struggles That Shape Our Successes | More Admins, Fewer Students, No Plan | What Career Advice Gets Wrong for Gen Z – And How to Fix It | Your Identity is Not a Liability | What Happens in Vegas… Gets Reported on a Tax Return | Burnout, Be Gone: Accounting Needs a Boundary Breakthrough

Henry is a director at Arrowroot Family Office, co-founder of AFO Wealth Management Forward, and author of Holistic Guide to Wealth Management: The Science Behind Integrating Services with The Human Side of Behavioral Financial Advice. His mission is to integrate tax and accounting expertise with behavioral finance and values-based planning to help clients achieve not only financial goals but also personal fulfillment.

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ACCOUNTING ARC

Cash Bags, Casinos & Audits: How First Jobs Shape Us | ARC

“As an auditor, you learn how non-financial events end up having a financial impact.”

Sponsored by Holistic Guide to Wealth Management by Rory Henry, CFP, BFA – Get today’s special offer here. 
Plus, join Rory next week for Holistic Wealth Management: Modern CPA Opportunities.

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/Youtube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.

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 conversation underscores how early exposure to operations, technology, and industry economics cultivates the judgment accountants need to interpret business realities.

MORE Accounting ARC: Gen Z Redefines Careers | Bootleggers, Baptitsts & CPAs: Rethinking Licensure |CPA Firm Ownership Under Fire | Walking Violation: When Showing Your CPA Gets You in Trouble | Audit Bags to TikTok Tags, Gen Z Talks Success | Students Challenge Accounting’s Traditional Career Path | True Grit: Recognizing Struggles That Shape Our Successes | More Admins, Fewer Students, No Plan | What Career Advice Gets Wrong for Gen Z – And How to Fix It |Your Identity is Not a Liability | What Happens in Vegas… Gets Reported on a Tax Return | Burnout, Be Gone: Accounting Needs a Boundary Breakthrough | 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

From hustling down the beach with bags of money to deploying field laptops with new tech to counting millions of dollars over 15 hours, each host shares a unique accounting beginning, but all have the same clear messaging.

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