PODCAST

Baker: Transformation Economy Will Redefine Accounting | Gear Up For Growth

By

Stop “playing small ball,” and reimagine client experiences.

This is a preview. The complete episode is first available exclusively to PRO Members | Go PRO here
Sponsored by Tax Season Readiness: Practical Steps for a Smoother Busy Season  | See Today’s Special Offer

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS
Is your firm truly ready for tax season—or just hoping to survive it? Join this 90-minute webinar featuring an Accounting ARC Live panel with thought leaders who know what it takes to optimize performance under pressure. 
.

Gear Up for Growth
With Jean Caragher
For CPA Trendlines

“A business model describes how you earn revenue when services are given away for free,” said Ron Baker, co-founder of THRESHOLD: A Revelation for the Transformation Economy, during his appearance on Gear Up for Growth, hosted by Jean Caragher of Capstone Marketing.

“That terrifies people, but it’s where the economy is going.” 

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

Baker discusses the profession’s next major evolution: the transformation economy, where firms no longer compete on services, scope, or efficiency, but on their ability to change lives.

He argues that CPAs are uniquely positioned to guide clients through lasting financial and personal transformation. CPA value will shift from work performed to life and business outcomes: healthier, wealthier, wiser clients living with meaning.  

READ MORE →

1099 Chaos Averted? | Quick Tax Tip

By

The OBBBA just reset the rules.

Sponsored by Tax Season Readiness: Practical Steps for a Smoother Busy Season, Dec. 10, 2 pm, 1.5 CPE  –
See Today’s Special Offer

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

Is your firm truly ready for tax season—or just hoping to survive it? Join this 90-minute webinar featuring an Accounting ARC Live panel with thought leaders who know what it takes to optimize performance under pressure. 

Quick Tax Tip
With Art Werner
CPE Today

For the last several years, tax professionals, small businesses, and even casual online sellers have been living through what Quick Tax Tip host Art Werner calls “a fun roller coaster ride”—if you think tax compliance roller coasters are fun.

In this episode, Werner breaks down the whiplash-inducing changes to Form 1099-K and the brand-new thresholds for 1099 reporting, and explains how Congress, the IRS, and a long list of confused taxpayers all contributed to the mess.

Click here for more Art Werner

If you accept payment cards or use third-party payment processors such as PayPal, Venmo, Square, or Stripe, you may already know this story.

READ MORE →

Horton: Burnout Isn’t Inevitable in Audit | The Disruptors

By

Analytics, automation, and AI will reshape audit roles—and that should excite CPAs.

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 Tax Season Readiness: Practical Steps for a Smoother Busy Season, Dec. 10, 2 p.m., 1.5 CPE  | See Today’s Special Offer

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS
Is your firm truly ready for tax season—or just hoping to survive it? Join this 90-minute webinar featuring an Accounting ARC Live panel with thought leaders who know what it takes to optimize performance under pressure.

The Disruptors
With Liz Farr

Audit is notorious for long hours, terrible work-life balance, reliance on endless checklists, and repeating the same mind-numbingly tedious procedures year after year. But some, like Kathryn Horton, are creating a different path for success as an auditor.  

 At her solo firm, Kathryn K. Horton CPA, she provides outsourced audit and analytics consulting services to firms nationwide. As “auditor on call,” she steps into manager and senior manager roles for local, regional, and national firms, helping them increase capacity while reducing staff burnout. 

MORE STREAMING: Chang: Killing SALY, One Agent at a Time | Vanover: 5-Star Firms Don’t Bill by the Hour | Kless: Profit Is a Result. Flourishing Is the Purpose | Whitman: Build Culture on ‘Progress,’ Not Change | Shein: No PE? No M&A? No Problem | Hood and Weber: Time to RISE | Proctor: Turn Dumb Ideas into Brilliant Solutions | Carter-Gray: How 1 Poor Review Strengthened the Firm | Hartman: Upwork to “40 Under 40” in 3 Years | Telka: Transform Fear into Fuel | Woodard: Move Past Reports; Deliver Results | Baker: Find True Purpose to End Burnout | Brolin: The W.I.N. Leadership Formula | Gertrudes: How EOS & “Unreasonable Hospitality” Reshaped GrowthLab | Vilms: The Power of People in a Tech-Driven World | Dickerson: From Diagnosis to Disruption | Kapilovich: Treat People Like People | Martha Yasso: From Wall Street to Main Street | Jackie Meyer: Tax Plans in 90 Seconds? Believe It  | Erica Goode: Build a $200K Firm in 15hrs/Week |

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

During her eight years in public accounting, Horton says, “I did struggle with burnout at various times, where the work–life balance really wasn’t a balance anymore.” A significant factor was the hyper-connectedness of today’s technology, where “we’re essentially on call 24/7” responding to emails and calls, which made it “really hard to unplug and just recharge the batteries.” 

Another factor was demanding clients. “I realized that 80% of my stress was coming from 20% of my clients,” Horton recalls.  

READ MORE →