Today's Features
STREAMING NETWORK

Erica Goode: Build a $200K Firm in 15hrs/Week | The Disruptors

Thrive with a lean schedule, happy clients, and a calm home life.

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 Pro Membership  – See Today’s Special Offer
Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS

 

The Disruptors
With Liz Farr

Erica Goode was exhausted and burned out as a corporate accountant and mom of two young children. “I could not figure out a sane way to operate a 50-hour work week and raise two kids and have a spouse who worked a 50-hour work week,” Goode explains. “I don’t think there is a great way to do it. It does not leave a lot of margin to be a full-time working parent.”

CPA TRENDLINES CELEBRATES: The 100th Episode of The Disruptors
The Disruptors

MORE STREAMING: Randy Crabtree: Live at the Intersection of Passion & Skill | McClelland and Telka: Women Ready to Rewrite the Rules of Accounting | Jacob Schroeder: AI Won’t Replace Accountants—But It Will Reveal Who’s Replaceable | Ditching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | Jean Zick: Happy Team = Happy Clients | Breslin & Greathead: Be a Client Advocate | Dominic Piscopo: Clear Pay=Bargaining Power | Debbie Kilsheimer: Stop Thinking Small |

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

So she quit to become a full-time mom. However, she missed accounting.  So when the owner of the fitness studio where one of her children took Tae Kwon Do classes asked for help, she said yes, even though she had never touched QuickBooks before.

READ MORE →

AUDIT & ASSURANCE

Reimagine What Audit Is … and What Will Be Audited

hand below light bulb

Artificial intelligence and other technologies challenge us to understand what these tools can tell us.

By Alan Anderson, CPA
Transforming Audit for the Future

“The only thing we know about the future is that it will be different.” – Peter Drucker

A big challenge for firms has always been change management. We’re all used to doing our work the way we’ve done it for years. Many auditors learned to audit by looking at last year’s workpapers and repeating that approach, but with this year’s numbers. So when I tell groups of auditors that the way we’ve been auditing since the dawn of time will have to change, there’s pushback.

MORE by Alan Anderson
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

Change is hard. No one wants to change unless that change will bring significant, measurable results. Implementing just one or two of the ideas I have discussed in my posts can be uncomfortable and unfamiliar. Innovation takes most auditors way outside their comfort zone. But change is also essential, unless we’re all willing to see our profession go the way of the dinosaur.
READ MORE →

STREAMING NETWORK

Fineberg, Hecker: Filling the Wealth Advisor Gap | Holistic Guide to Wealth Management

Some CPAs have a once-in-a-generation opportunity to take over a new service sector.

Sponsored by CPA Trendlines Pro Membership. 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

By Rory Henry CFP®, BFA™
For CPA Trendlines

As Teddy Roosevelt once said, “People don’t care how much you know until they know how much you care.”

When people ask why more accountants are incorporating holistic finance services into their practices, it’s because they’re realizing the power of empathy, trust, and the future of financial advice. It starts with a “human first” approach that goes beyond putting numbers into boxes.

MORE Rory Henry and The Holistic Guide to Wealth Management

BUY the Holistic Guide to Wealth Management

Seth Fineberg, founder of Accountants Forward, and Philipp Hecker, CEO of Bento Engine, two of the expert contributors to the new book, Holistic Guide to Wealth Management, believe that accountants can leverage their trusted relationships with clients and adopt a more holistic and proactive approach to working with them.

READ MORE →

ADVISORY & CONSULTING

Ten Topics for Client Newsletters | Listicle

By CPA Trendlines Research

Here are 10 more topics for newsletters, podcasts, Powerpoint presentations and other forms of communication. Use your expertise to expand each topic – but keep it simple!

MORE Listicles here
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

You can use each topic as a brief section of a newsletter, or use each as a theme for a given edition. Use your newsletter to not only inform clients but to remind them that their accountant is available for advice.

READ MORE →

ACCOUNTING INFLUENCERS

Experts Call for Industry Overhaul | Accounting Influencers

Top minds in accounting push for systemic reform, smarter tech, and a human-first workplace.

Sponsored by Holistic Guide to Wealth Management by Rory Henry, CFP, BFA  – See Today’s Special Offer

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

Accounting Influencers
With Rob Brown

While many firms report strong financials and steady client demand, an urgent conversation is happening behind the scenes—one that questions whether traditional business models, outdated technology, and uninspiring career paths can sustain the future.

MORE Accounting Influencers with Rob Brown

In this episode of Accounting Influencers, host Rob Brown convenes a powerhouse panel to unpack the profession’s greatest opportunities—and its most pressing threats. Joining him are:

  • Sona Akmakijian, CPA: Global Leader of Strategic Accountant Partnerships at Avalara

  • Renee Moelders: Partner at Convergence Coaching

  • Allison Ball: VP of Marketing & Communications at Bookkeep

  • Andrew Berg, CPA: Managing Partner of Berg Advisors

Their consensus? The profession must evolve—fast.

READ MORE →