Today's Features
GROWTH STRATEGIES

Petrey: Ditch Old Models for Good | Big 4 Transparency

“You can’t ask people to act like partners and then treat them like employees.” 

This is a preview. The complete video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
Sponsored by “It’s NOT Just the Numbers: How to Move Beyond the Numbers and Deliver REAL Value for Your Clients.”
by Penny Breslin and Damien Greathead. See Today’s Special Offer

Stream, listen, download, and subscribe to CPA Trendlines podcasts anywhere: Apple, Google/Youtube, Spotify, iHeart, Deezer, Amazon Music and Audible, Player FM, Audacy, RSS

Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines

In an industry marked by incremental change and cautious tradition, Tim Petrey, managing partner at HD Growth Partners, is going all-in on a radical reimagining of what an accounting firm can be. Speaking on the Big 4 Transparency Podcast, Petrey shares how his firm has abandoned the tired trappings of the old model – mandatory billable hours, rigid promotion timelines, and siloed service delivery – in favor of a more dynamic, entrepreneurial approach.

And he isn’t just talking about change, he’s living it. 

MORE Dominic Piscopo | MORE Private Equity | MORE Pay & Compensation

The episode dives deep into how HD Growth Partners embraces a consulting-first approach, using accounting services as a wedge rather than a foundation. The firm encourages team members, even juniors, to build one-on-one relationships with clients. Petrey believes the best learning happens on the job, with mentorship layered into real-world client work. This, he argues, is what keeps staff engaged and clients loyal. 

READ MORE →

ACCOUNTING INFLUENCERS

Meet Your New Boss: Gen Z | Accounting Influencers

Zoomers expect clarity, equity, and purpose—and they’re not afraid to walk if firms don’t deliver.

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 4impactdata: Start delivering scalable advisory in weeks–not months: See Today’s Special Offer

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

4ImpactData: 10X Your Advisory.
Not Your Headcount

Accounting Influencers
With Rob Brown

By 2025, one in 10 managers will be from Generation Z. That’s right—the so-called “lazy, entitled” group born between 1997 and 2012 is already leading teams in accounting firms. But instead of wrecking the workplace, Gen Z might be exactly what the profession needs to survive its crossroads.

MORE Accounting Influencers with Rob Brown

On Accounting Influencers, host Rob Brown explores the rise of Gen Z and what their entry into the accounting workforce means for leaders, firms, and the profession at large.

READ MORE →

PODCAST

Werner: Tax-Free Tips? Not So Fast | Quick Tax Tip

A campaign promise turns into tax code reality—but only for a limited time.

Sponsored by 4impactdata: Start delivering scalable advisory in weeks–not months: See Today’s Special Offer

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

4ImpactData: 10X Your Advisory.
Not Your Headcount

Quick Tax Tip
With Art Werner
CPE Today

On the latest Quick Tax Tip, tax guru Art Werner unpacks one of the buzziest provisions tucked into the “One Big Beautiful Bill”: the partial exemption of tips from taxation.

Click here for more Art Werner

During their campaigns, both former President Trump and Vice President Harris floated the idea of eliminating taxes on tips. Now, some of that rhetoric has made its way into law—but with caveats that every taxpayer, accountant, and employer in the hospitality sector needs to understand.

READ MORE →

PODCAST

Yoss: Cut Costs, Not Corners | Quick Tech Talk

From automation to document management, open source solutions can deliver enterprise-level value for free.

Sponsored by 4impactdata: Start delivering scalable advisory in weeks–not months: See Today’s Special Offer

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google, Spotify, iHeart, Deezer, Amazon Music and Audible, Player FM, Audacy, Gaana (India), and Boomplay (Africa).

4ImpactData: 10X Your Advisory.
Not Your Headcount

Quick Tech Talk
With Steve Yoss
CPE Today

What if you didn’t have to pay for Adobe Acrobat, Photoshop, or even popular automation platforms like Zapier? What if you could get the same—or even better—functionality for free, while also gaining full control over your data and privacy? That’s the promise of open source software, and it’s more accessible than ever.

MORE Steve Yoss here | MORE TECH

In the latest episode of Quick Tech Talk, you’ll learn how open source tools are transforming both personal and business technology use. From document management to automation, open source solutions provide cost savings, flexibility, and security—all without the hidden strings of paid SaaS products.

READ MORE →

ACCOUNTING ARC

CPA Firm Ownership Under Fire | ARC

As private equity reshapes the profession, accounting leaders debate who should hold the keys to ownership.

Sponsored by The Small Office / Home Office Cyber Protection Plan – Learn more here

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

When New York passed the first CPA licensure law in 1896, the goal was simple: protect the public by ensuring financial professionals met high standards. More than a century later, that mandate is at the heart of a heated debate about who should be allowed to own CPA firms.

MORE Accounting ARC: 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

In the latest episode of Accounting ARC, hosts Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, explore the evolution of firm ownership rules and their implications for the profession.

READ MORE →