ADI

Carroll: When One Person Can Break the Firm | The Disruptors

By

Firms built on heroics instead of systems eventually crack.

This is a preview. The complete episode is first available exclusively to PRO Members | Go PRO here
Sponsored by The Balanced Millionaire: The Advisor Edition by Dr. Jackie Meyer | 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

Build a 7-figure firm in just 4 hours a week!

Ashley Carroll thinks burnout is a design flaw, not a personal failing.

“I’m a big believer that burnout is a business model flaw,” she says. In response, Carroll created Operations House to help founders reduce burnout and “step out of that role as the provider, the doer, the practitioner, and into an ownership level role.” 

MORE STREAMING: Rampe: Build a Roadmap Even When the Road’s Not There | 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 |

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

According to Carroll, burnout stems not only from long hours but also from processes that lack four key qualities: reliability, efficiency, integration with existing systems, and psychological safety.

READ MORE →

Maksymiw: Kick the “Should” Out of Your Career | Big 4 Transparency

By

“Being efficient got me more work, not more money. So I left.” 

This is a preview. The complete video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms. See Today’s Special Offer

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS
Poe Group Advisors consistently excels in helping our clients find the right accounting practice sales opportunity.
.

Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines

When Mike Maksymiw first joined the Big 4 Transparency podcast, listeners were struck by his candor, clarity, and willingness to challenge the profession’s long-standing norms. Now, as host Dominic Piscopo welcomes him back as the show’s first repeat guest, Maksymiw brings even more insight—this time shaped by Aprio’s rapid growth, his own unconventional career path, and a message for accountants who feel stuck in roles that no longer fit.

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

Maksymiw currently serves as executive director of the Aprio Firm Alliance, a national network of nearly 100 firms that share resources, expertise, and support across specialties and geographies. And—thanks to Aprio’s recent acquisition of the PS Plus Alliance from RSM—the Alliance has nearly doubled in size.

“It broadens how we can go find answers,” he explains. “Now there are a hundred people you can ask, and maybe fifty have done what you’re trying to do. Maybe there are seven different ways to make it work.”

READ MORE →

Haylett: Redefine Success in Retirement | Holistic Guide to Wealth Management

By

The most dangerous day of retirement is a psychological challenge more than a financial one.

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.

By Rory Henry CFP®, BFA™
For CPA Trendlines

When most people think about retirement planning, they picture spreadsheets and savings targets. But as Dan Haylett, author of The Retirement You Didn’t See Coming and host of the Humans vs. Retirement podcast, explains, the real challenge of retirement is not mathematical—it’s psychological. 

MORE Rory Henry and The Holistic Guide to Wealth Management

BUY the Holistic Guide to Wealth Management

“People focus on the numbers because they think that will solve all their challenges,” Haylett says. “But retirement is a complex human problem. Spreadsheets will not tell us who we are without a business card or what gets us out of bed in the morning.” 

READ MORE →

Pinkus: Scaling a Remote Powerhouse | Big 4 Transparency

By

“We didn’t plan to build a 100-person firm. We just wanted to work for ourselves.” 

This is a preview. The complete 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: 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. 

.

Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines

What does it take to build one of Canada’s fastest-growing cloud accounting firms? In this episode of the Big 4 Transparency, host Dominic Piscopo sits down with Mike Pinkus, co-founder of ConnectCPA and host of the Growth Tales podcast, to unpack the bootstrapped, contrarian story behind ConnectCPA’s rise to over 100 staff and a fully remote, recurring revenue model long before it was trendy. 

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

Founded in 2014 by Pinkus and co-founder Lior Zehtser, ConnectCPA was born from a desire for more autonomy – both personally and professionally. “We just wanted to work for ourselves,” Pinkus says. “Everything else was a byproduct.” Yet within a few years, they found themselves leading a national, cloud-native firm with a deep bench of accounting, tax, and finance professionals serving scaling businesses across North America. READ MORE →

5 Ways to Stay Ahead of the AI Curve | Accounting Influencers

By

Automation isn’t replacing accountants—it’s exposing who can’t evolve.

This is a preview. The complete video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here

Sponsored by Small Office / Home Office Protection Package: Enterprise-level cyber protection for small accounting firms. See Today’s Special Offer
Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.

Sponsored by the Small Office / Home Office Protection Package: Get peace of mind with the right policy, technology, and strategy at an affordable price.

Accounting Influencers
With Rob Brown

Artificial intelligence isn’t a future disruptor—it’s already embedded in accounting. The profession’s survival depends on how quickly firms adapt.

“The robots are coming—scratch that—they’re already here,” says Accounting Influencers host Rob Brown. “AI literacy isn’t optional anymore. If you’re treating AI as tomorrow’s problem, you’re already behind the curve.”

The latest episode explores the seismic impact of automation on accounting and the urgent need for firms to transform their skills, strategies, and structures.

Citing a McKinsey report, Brown notes that nearly 80% of organizations already use AI in at least one core function. “It’s pervasive now,” he says. “Reconciliation, data entry, transaction classification—AI eats those jobs for breakfast.”

READ MORE →