Today's Features
MARKETING & SALES

Marketing Success Depends on Curiosity, Collaboration, and Client Experience | Capstone Conversations

Understanding the full picture delivers higher ROI.

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Capstone Conversations
By Jean Caragher
For CPA Trendlines

In this episode of Capstone Conversations with Jean Caragher of Capstone Marketing, Alex Miller, marketing manager at Lanigan Ryan and the Association for Accounting Marketing’s 2025 Volunteer of the Year, shares powerful insights about the evolving role of marketers in accounting firms. Her two top takeaways? Curiosity and collaboration drive career success, and client experience and artificial intelligence (AI) offer the profession’s biggest opportunities and challenges.

Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Catch Jean Caragher’s other show, Gear Up for Growth, here. | And browse all the shows in the CPA Trendlines broadcast network here

“Curiosity has opened so many doors for me,” says Miller. “You have to ask questions – about your firm’s services, your teammates’ work, and your goals. When you understand the full picture, you can market more effectively and bring real value to your team.”

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ACCOUNTING ARC

True Grit: Recognizing Struggles That Shape Our Successes | ARC

The ARC team spills their messiest moments and why grit—not perfection—matters most. 

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Accounting ARC
With Byron Patrick, Liz Mason, and Donny Shimamoto
Center for Accounting Transformation

More ARC: Analysis, Reaction, Comedy

In the latest episode of Accounting ARC, hosts Donny Shimamoto, CPA.CITP, CGMA; Liz Mason, CPA; and Byron Patrick, CPA.CITP, CGMA, lay down their professional armor to explore one central theme: grit—what it means, when it matters, and how it shows up in real life. 

MORE Accounting ARC: 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 |

“This episode was about being honest,” says Patrick, CEO of VERIFYiQ and co-founder of TB Academy. “There are moments in everyone’s career where it all feels like too much.”  READ MORE →

MARKETING & SALES

Bissett Bullet: Cash Reserves Kill Anxiety

Today’s Bissett Bullet: “The best thing you can do for your business is to build a six-month reserve for your personal and business finances.”

By Martin Bissett

Building a three- or six-month cash reserve removes anxiety. It creates calm and confidence and avoids lowballing just to win work. It frees creativity and allows you to think clearly about new ways to help your clients or to communicate your message to potential future clients.

Today’s To-Do:

Calculate your monthly expenses. Not income but what it costs you to keep the lights on for a month. Budget to save a small percentage of that each month until you have built enough of a reserve to keep going for six months without income.

See more Bissett Bullets here

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Gear Up for Growth

Ellison-Taylor: Small Firms’ Fix for Talent Crisis | Gear Up For Growth

They’re not leaving the firm. They’re leaving you.

Originally published Jan. 10, 2025.
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Gear Up for Growth
With Jean Caragher
For CPA Trendlines

What’s driving talent out of accounting firms? According to Kimberly Ellison-Taylor, CPA, CGMA, CITP, CISA, everything from outdated leadership to untold success stories is pushing promising professionals away. In this episode of Gear Up for Growth, powered by CPA Trendlines, host Jean Caragher sits down with the powerhouse behind KET Solutions to explore how the profession can—and must—change to attract and retain the next generation.

Gear Up for Growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. More Gear Up for Growth | More Capstone Conversations with Jean Caragher | More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More CPA Trendlines videos and podcasts here

Ellison-Taylor, former chair of both the AICPA and the Maryland Association of CPAs, started her journey into accounting as a third grader inspired by a career-day presentation. That spark led to decades of leadership—and now, a mission to transform the narrative around what it means to be a CPA.

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ACCOUNTING VOICES

How Accounting Leaders Build Influence Without a Big Four Resume | Accounting Influencers

…And the 8 emerging leadership paths that can help you rise to the top…


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Accounting Influencers
With Rob Brown

In the world of accounting, influence is no longer the exclusive domain of Big Four alumni or Ivy League pedigrees. Each December, Accounting Today releases its Top 100 Most Influential People list, highlighting leaders who shape the profession. The surprising truth behind many of these selections? Over 70% started from modest beginnings, without elite credentials, but with a clear strategy for building career capital.

In a recent episode of the Accounting Influencers Podcast, host Rob Brown delves into the evolving landscape of leadership in accounting. “This isn’t about popularity or vanity metrics,” Brown says. “It’s about curating influence—the kind that drives innovation, fosters relevance, and moves the profession forward.”

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