Today's Features

Kassi Rushing: Firms that Move First Shape the Future | Gear Up for Growth

AI, talent development, pricing, and advisory services demand action now — even if leaders don’t have all the answers.

Sponsored by Radical Pricing by the Radical CPA, Jody Padar | See Today’s Special Offer

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

Optimize Profits, Delight Clients, & Build a Top-Value Firm!

Gear Up for Growth
with Jean Caragher
for CPA Trendlines

The accounting profession has no shortage of predictions about its future. But RISE2040 is designed to be something different: a future shaped by the profession itself and a practical framework for deciding what to do next.

In this episode of Gear Up for Growth, host Jean Caragher, president of Capstone Marketing, welcomes back Kassi Rushing, CEO and owner of Kassi Rushing Consulting and a member of the RISE2040 project team. Their conversation explores what the initiative reveals about the profession’s direction — and why accounting leaders cannot afford to wait for certainty before acting.

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

MORE CPA Trendlines Streaming Network here

Unlike earlier vision projects built primarily through surveys, focus groups, or the perspectives of a select group of thought leaders, RISE2040 draws from conversations with thousands of professionals across 25 countries. Artificial intelligence makes it possible to synthesize that volume of input while preserving the themes, opportunities, and barriers identified by participants.

Rushing describes the initiative as “written by the profession for the profession.”

That distinction matters. As advisory groups reviewed the findings, the project team remained committed to what professionals actually said, even when reviewers wanted to introduce additional ideas.

“We had to protect the voice of the profession,” Rushing says. “We talked about being defenders of the data.”

READ MORE →

Rule #1 of Scoping for Alignment

Plus three more basic steps. 

By Jody Padar
Radical Pricing – By The Radical CPA

How often have you heard the old saying about having two ears and one mouth because listening is twice as important as talking? Hopefully, often, because it is as true as anything I’ve ever heard. Scoping is all about listening, so when you make a presentation, you’ll know what you’re talking about, and the client will know you know.

MORE by Jody Padar
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Here are four basic steps you can follow to make sure you and the client are in alignment when the time comes to start a new project or present to a potential new client:

READ MORE →

Stop Waiting for the Perfect Time to Get Involved | ARC

Even a small volunteer commitment can deliver lasting professional and personal returns.

Sponsored by Radical Pricing by the Radical CPA, Jody Padar | See Today’s Special Offer

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

Optimize Profits, Delight Clients, & Build a Top-Value Firm!

Accounting ARC
With Donny Shimamoto and Byron Patrick
Center for Accounting Transformation

A single meeting changed the trajectory of Byron Patrick’s career.

Early in his career, the owner of Patrick’s firm, who was serving as chair of the Maryland Association of CPAs, invited him to come along to a meeting. Patrick found himself in a room with established leaders discussing the future of the profession.

“I was like, ‘Is it this easy? Can I just show up to this meeting every week and be in this room?’” Patrick recalls. “Because if so, y’all aren’t going to get rid of me.”

Twenty-six years later, Patrick, CPA.CITP, senior product manager for Karbon and founder and part-time educator for TB Academy, can trace much of his professional growth to that invitation.

MORE Accounting ARC: Your AI Agent Should Show Its Work | AI Isn’t Erasing Tax Careers. It’s Rewriting Them. | Accounting Internships Need an Upgrade | The CPA Career Nobody Talks About | Conference Season Exposes Accounting’s Knowledge Gap | The Feedback Mistake That Costs You Your Best People | Is Your Boss Really the Problem? | 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

MORE Accounting Opportunities Experience 

In this episode of Accounting ARC, Patrick and co-host Donny Shimamoto, CPA.CITP, CGMA, founder and managing director of IntrapriseTechKnowlogies LLC and the founder and inspiration architect for the Center for Accounting Transformation, make the case that involvement in state CPA societies and other professional organizations is not an extracurricular activity. It is an investment in a career, a professional network, and the future of accounting.

READ MORE →

Blake Christian: Why You Should Pay Attention to OZ 2.0 | Holistic Guide

Proper entity structure, timing, and compliance are critical to maximizing the next phase of Opportunity Zone benefits.

Sponsored by Radical Pricing: Optimize Profits, Delight Clients, and Build a Top-Value Firm

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.
The Break-Through Blueprint for Revolutionizing the CPA Firm Business Model

The Holistic Guide to Wealth Management
With Rory Henry, CFP®, BFA™

A decade ago, federal Opportunity Zones (OZ) were introduced as part of the 2017 Tax Cuts & Jobs Act to encourage long-term investment into economically distressed communities through tax incentives. The first phase of the OZ program expires at the end of 2026, but Blake Christian, CPA, says the program is entering a new phase (OZ 2.0) that could dramatically expand its impact across operating businesses, infrastructure, AI data centers, and rural America.

MORE Rory Henry | THE HANDBOOK Holistic Guide to Wealth Management | MORE CPA Trendlines Streaming Network

While many investors initially focus on the tax deferral aspects of Opportunity Zones, Christian explains that the program delivers three separate benefits.

READ MORE →