INNOVATION & CHANGE MANAGEMENT

From Deloitte Spinout to Market Disruptor: Streamworks Targets the Mid-Tier Audit and Assurance Software Gap

By

Sharma

Rebranded from Auvenir, the independent platform doubles down on AI, quality management, and underserved firms.

By CPA Trendlines

Auvenir, the audit and compliance technology platform originally developed within Deloitte, has officially spun out as an independent company under a new name: Streamworks Tech.

The move marks a strategic shift—not just in ownership, but in market focus, product direction, and long-term vision.

“Ultimately, both sides agreed that… the customers are in the best hands, and the technology is in the best hands, with us continuing forward [as an independent company],” said Neeraj Sharma, chief operating officer of Streamworks Tech. READ MORE →

AI Shows the Weak Faster than It Helps the Strong | Accounting Voices

By

The Big Four pull ahead by treating AI as a system, not a shortcut.

Sponsored by The Balanced Millionaire: The Advisor Edition by Dr. Jackie Meyer | See Today’s Special Offer

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

Build a 7-figure firm in just 4 hours a week!

Accounting Voices
With Rob Brown

Artificial intelligence is no longer a side project in accounting. It is the main event.

The largest firms are moving aggressively, clients are asking sharper questions, and expectations around speed, accuracy, and insight continue to rise. In the latest episode of Accounting Voices, the focus shifts past headlines and hype to examine what the Big Four are actually doing with AI—and why their moves matter far beyond the global giants.

Brown does not chase flashy demos or speculative tech. Instead, he breaks down how AI is being operationalized in audit, tax, and advisory work—and how firms without billion-dollar budgets can compete by doing fewer things better.

READ MORE →

Dunn: Time’s the Wrong Growth Metric | Gear Up For Growth

By

Stop counting minutes. Start creating meaning.

Originally published May 2025
This is a preview. The complete 1-hour video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
Sponsored by CPA Trendlines Go PRO – Get More! Go PRO!  See Today’s Special Offer

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.
Get free gits, exclusive access, and more! Get more! Go PRO! 

Gear Up for Growth
With Jean Caragher
For CPA Trendlines

In a re-energizing episode of Gear Up for Growth, Paul Dunn makes the case that the billable hour isn’t just outdated—it’s holding firms back. The four-time TEDx speaker and cofounder of B1G1 challenges accounting leaders to rethink how success is measured and to lead with purpose, not punch clocks.

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

Talking with host Jean Caragher, Dunn reframes the profession’s obsession with time as a distraction from what clients actually value. “It’s not about the inputs,” he says. “It’s about the outcomes.” When firms anchor their work to results—and to the human impact behind those results—growth follows naturally.

More than two decades after coauthoring “The Firm of the Future,” Dunn remains a vocal critic of six-minute increments. While some firms are inching toward value pricing and advisory-led models, he argues the real shift requires courage. Measuring work by time, he notes, is “the opposite of human flourishing.” Measuring by impact, on the other hand, elevates both clients and teams.

READ MORE →

Whitman: New Firm Deals: Flexibility, Culture, and the Rise of “31 Flavors” | Holistic Guide to Wealth Management

By

Firms that prioritize, listen, and align position themselves for better long-term outcomes.  

Sponsored by CPA Trendlines Go PRO – Get More! Go PRO!  See Today’s Special Offer

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

 

Get free gits, exclusive access, and more! Get more! Go PRO! 

By Rory Henry CFP®, BFA™
For CPA Trendlines

Phil Whitman, President and CEO of Whitman Advisory, works with hundreds of CPA firms and more than 230 strategic investors across private equity, family offices, wealth management aggregators, and publicly traded consolidators. He sees a profession undergoing unprecedented transformation, and Whitman has a front-row seat.

In this episode of Holistic Guide to Wealth Management, Whitman shares his observations with me from his unique vantage point.  

MORE Rory Henry and The Holistic Guide to Wealth Management

BUY the Holistic Guide to Wealth Management

Whitman points to 2021 as the inflection point for the profession’s transition. That’s when EisnerAmper became the first major CPA firm to accept private equity (PE) investment, followed shortly by Citrin and Cherry Bekaert. Those deals opened the gates for capital providers and ignited a wave of consolidation across firms of all sizes. The profession hasn’t looked back since. 

Transaction activity has since accelerated, creating unprecedented competition for deals and pushing accounting firm valuations into territory the profession has never seen before.

READ MORE →

AI’s Already in Your Workflow…| It’s Not Just the Numbers

By

The question is: Do you know what it’s doing?

This is a preview. The complete episode is first available exclusively to PRO Members | Go PRO here
Sponsored by The Balanced Millionaire: The Advisor Edition by Dr. Jackie Meyer | See Today’s Special Offer

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

It’s Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines

Build a 7-figure firm in just 4 hours a week!

Artificial intelligence has arrived in accounting, but not in the way many expected. It’s not a single app or a single process. It’s everywhere, embedded in workflows, changing how firms scope engagements, price cleanup work, and train their people. 

MORE Penny Breslin and Damien Greathead
MORE Advisory & Consulting
BUY “It’s Not Just the Numbers”

GoProCPA.com Exclusively for PRO Members. Log in here or upgrade to PRO today.

In the latest episode of It’s Not Just the Numbers, co-hosts Damien Greathead and Penny Breslin explore how AI reshapes the day-to-day work of accounting firms. Their conversation moves beyond theory to real-world examples of how AI is being used in client engagements, what it means for team development, and why critical thinking, not coding, is the skill every firm must cultivate next. 

READ MORE →