Kenji Kuramoto: Basis Moves to Close AI’s Biggest Gap
When accountants and AI agents work side-by-side
By Seth Fineberg
For CPA Trendlines
AI
Geof Brown: The Three Things You Can’t Ignore | Gear Up for Growth
Illinois CPA Society CEO lays out the three big challenges.
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
Carl Richards: The Lie of “Enough” | Holistic Guide
Why chasing a number won’t solve clients’ financial anxiety—and what advisors should focus on instead.
With Rory Henry CFP®, BFA™
For CPA Trendlines
The Holistic Guide to Wealth Management
Nick Pasquarosa: Advisory at Scale Requires Systems, Not Heroics | Holistic Guide
Bookkeeper360’s rise to 1,000 clients shows how workflow, AI, and remote talent—not individual effort—power modern CPA firm growth.
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
With Rory Henry CFP®, BFA™
For CPA Trendlines
When firms talk about innovation in accounting, they often start with technology. But in my conversation with Nick Pasquarosa, founder and CEO of Bookkeeper360, it became clear that technology was never the starting point for his firm. It was the result of listening closely to small business owners and building systems to solve their most persistent problems.
MORE Rory Henry and The Holistic Guide | BOLT: Bookkeeper360 Launches Mobile and Web App Featuring AI-Powered Virtual CFO
Pasquarosa founded Bookkeeper360 in 2012, long before cloud accounting was the norm. What began as a door-to-door side hustle helping local businesses reconcile their checking accounts evolved into a nationwide cloud accounting firm serving nearly 1,000 small business clients with a team of more than 75 professionals across 26 states.
“I started this in high school,” Pasquarosa tells me. “It really started with an interest in helping small businesses stop running their business off their bank account balance and [instead] giving them timely, accurate books so they could make real-time decisions.”
Will AI Make Students Better Learners — or Just Faster Workers? | SLC
Educators explore ethics, creativity, critical thinking and the future of learning in an AI-powered world.
Sponsored by True Advisor: The Definitive Success Guide for Client Advisory Services by Hitendra Patil |
See Today’s Special Offer
Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.
Student-Led Conversations
With Harshita Multani
Center for Accounting Transformation
Artificial intelligence is no longer a future issue in education. It is already shaping how students study, how teachers prepare lessons, how universities think about access and admissions, and how employers evaluate readiness for the workforce.
MORE SLC: Why the Next Generation May Be Accounting’s Greatest Competitive Advantage | Students Redefine Career Readiness | Savage: Using Your License as a Megaphone | Baker: Interpreting Pricing Psychology | Royalties, Residuals, and Reality Checks | ARC-SLC
In this episode, host Harshita Multani, a Center for Accounting Transformation intern and Indiana high school business student, leads a thoughtful discussion on AI in education with Markus Ahrens, Ph.D., CPA, CGMA, FMAA, of the American Accounting Association, and David Wood of Brigham Young University.
What makes this conversation stand out is not just the topic. It is the perspective.