PODCAST

Chris Papin: A Bold Blueprint for Modernizing | The Concierge CPA

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This interdisciplinary approach offers a glimpse into the future of the accounting profession.

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The Concierge CPA
With Jackie Meyer
For CPA Trendlines

In this episode of The Concierge CPA, host Jackie Meyer introduces an extraordinary guest who truly embodies the term concierge advisor. Meet Chris Papin—CPA, attorney, insurance producer, and all-around problem-solver for small business clients navigating today’s increasingly complex financial landscape.

Papin, founder of both Papin CPA and Papin Law, brings a rare blend of legal, accounting, and advisory insight under one roof. Based in Edmond, Oklahoma, his firm is not only a one-stop shop for tax compliance and estate planning—it’s a home base for strategic conversations, real-world coaching, and highly personalized service.

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Papin’s journey began when a college professor explained that certain advanced tax topics were reserved for lawyers. That stuck. Years later, Papin is that lawyer—and CPA—bringing the skipped chapters into focus for his clients. His multi-credentialed approach is more than a résumé flex; it’s a direct response to client demand for integrated, trustworthy, and empathetic advisory.

“Small business owners often need to pull five levers to get all the professionals they need in one room. I decided to be all five,” Papin quips.

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Is Your Boss Really the Problem? | ARC

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The hardest workplace lesson isn’t spotting a bad manager—it’s recognizing when you’re standing in your own way.

 

Sponsored by True Advisor: The Definitive Success Guide for Client Advisory Services by Hitendra Patil |
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Originally Published May 28, 2026.
The step-by-step operating guide for firms building, pricing, and scaling advisory services that clients value—and pay for.

Accounting ARC
With Liz Mason and Byron Patrick
Center for Accounting Transformation

In a candid, unfiltered episode of Accounting ARC, Liz Mason, CPA, CEO of High Rock Accounting, and Byron Patrick, CPA.CITP, senior product manager at Karbon and co-founder of TB Academy, confront one of the profession’s most relatable—and uncomfortable—topics: bad bosses. 

But the conversation goes further than workplace horror stories. Mason and Patrick explore a more nuanced reality: sometimes the boss is the problem—and sometimes it’s the employee. 

MORE Accounting ARC: Most Accountants Are Missing This AI Shift | AI Can Fix Your Workflow—or Break It in Seconds | Efficiency Is the Wrong Goal for AI | Accounting’s Hidden Talent Risk: The Sandwich Generation | Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | Recognize When You Need to Recharge Before You Burn Out | Valuing More Than the Balance Sheet | Accounting’s “Untalked-About” Frontier | 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 |

“We wanted to talk about this topic because it’s really important to understand when you’re the problem, when your boss is the problem, and what acceptable boundaries are,” Mason says early in the episode.

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Art Werner: Five Rules for Trump Accounts | Quick Tax Tip

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These accounts offer unique contribution opportunities, strict investment guidelines, and a pathway to future retirement savings.

Sponsored by True Advisor: The Definitive Success Guide for Client Advisory Services by Hitendra Patil | See Today’s Special Offer
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More Werner on Trump accounts.

Quick Tax Tip
With Art Werner
CPE Today

Art Werner outlines the five key rules advisors and families should understand when considering these accounts.

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Designed as long-term savings vehicles for children, these accounts offer unique contribution opportunities, strict investment guidelines, and a pathway to future retirement savings.

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Freeman, Dixon: What to Do When AI Steals Your Clients | Gear Up for Growth

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Every client relationship is now up for renewal—and every partner has to learn how to compete.

Sponsored by True Advisor: The Definitive Success Guide for Client Advisory Services by Hitendra Patil | See Today’s Special Offer

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Gear Up for Growth
with Jean Caragher
for CPA Trendlines

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“The relationship gets you in the door, but it doesn’t get you the work,” says Karen Freeman, chief product officer, DCM Insights, and co-author of Activator Advantage: What Today’s Rainmakers Do Differently, in this episode of Gear Up for Growth, powered by CPA Trendlines and hosted by Jean Caragher, president of Capstone Marketing. “Once it’s competitive, it’s a lot harder to differentiate based on your past relationship.”

MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here |

Gear Up for Growth is tailored specifically for public accounting firms with up to 100 team members looking to expand their practices intelligently and efficiently.

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Freeman and co-author Matt Dixon, founding partner of DCM Insights, reflect on what they have learned one year after the release of their bestselling book. They discuss how AI, changing buyer behavior and increasing competition are reshaping growth strategies for accounting and advisory firms. Firms that rely on traditional relationship-based growth models risk falling behind.

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