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by CPA Trendlines
Exclusive information. Extraordinary insight. CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support. You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed. Facts. Figures. Insights. Implications. Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends. We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities. We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives. Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 2 weeks ago11 min
Is Your Best Accountant Holding Your Business Back? | Accounting Voices
Technical expertise earns credibility, but the ability to delegate, build trust, and guide people through uncertainty determines how far a businesses can grow.Accounting VoicesWith Rob BrownAn accounting firm’s biggest bottleneck may sit at the top.The leader who reviews every return, answers every technical question, and makes every consequential decision can appear indispensable. But that dependence raises a difficult question: Who is building the business while its leader is busy checking the work? MORE Accounting Voices with Rob Brown In this episode of Accounting Voices, insights from conversations with nearly 50 influential voices in the profession highlight a pressing leadership challenge: Technical excellence is the starting point. Leading an enterprise requires a broader set of skills.The episode calls this tension the “Competency Collision.” The expertise that helps accountants advance does not, by itself, prepare them to build adaptable organizations, develop future leaders, or make difficult decisions about what comes next.
- 2 weeks ago48 min
Jeane Hardy: Work You Don't Track Could Be Holding Your Firm Back | It's Not Just the Numbers
Overlooked client requests and undocumented know-how can distort pricing, strain teams, and limit advisory growth.It's Not Just the NumbersWith Penny Breslin and Damien GreatheadFor CPA TrendlinesMost accounting firm owners could tell you their billable hours down to the decimal. Far fewer could tell you where the other 25% to 30% of their team's time goes.Jeanne Hardy, CEO and founder of the practice management platform Levvy and the CAS firm Creative Business, joins Damien Greathead and Penny Breslin on It's Not Just the Numbers to explain why that invisible work is the real barrier standing between most firms and a healthy advisory practice, and what she built to fix it. MORE Penny Breslin and Damien Greathead | MORE Advisory & Consulting JOIN From Scorekeeper to Strategist CAS Workshop | BUY "It's Not Just the Numbers" Hardy has lived this problem from both sides. She has run a CAS firm for 20 years and built software to solve the gaps she kept hitting inside her own practice. That dual perspective runs through the whole conversation.
- 3 weeks ago37 min
Caitlynn Eldridge: Some Build Smaller Firms to Make Room for Bigger Lives | Accounting Conversations
Recurring revenue, client boundaries, and an entrepreneurial mindset helps shape a career around family.Accounting ConversationsWith Chayton FarleeCenter for Accounting TransformationCaitlynn Eldridge, CPA, is not trying to win a revenue contest. She is building an accounting practice that leaves room for the rest of her life.The mother of five describes a business with an intentionally manageable workload: 55 tax returns in the season she discusses, an employee handling bookkeeping and sales taxes, and a schedule she puts at 10 to 15 hours a week. She knows those choices may look modest alongside the growth stories filling social media. For her, they represent a deliberate definition of success. MORE Center for Accounting Transformation | MORE CPA Trendlines Streaming Network “This is purposeful. This is intentional,” Eldridge says.On Accounting Conversations, she joins host Chayton Farlee to discuss how an accounting career can accommodate changing priorities, why students need to hear more than the public accounting pitch, and what entrepreneurship can offer professionals who want greater control over their work.
- 3 weeks ago43 min
Tim Brackney: Scaling with Soul | Big 4 Transparency
“This isn’t a flash in the pan. This is an actual structural change in the profession.”Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA TrendlinesPrivate equity in public accounting is often reduced to a caricature - buy, cut, flip.Tim Brackney, CEO of Springline Advisory, says that framing misses what many accounting investments are actually trying to do: fund a growth thesis built around expanded capabilities, talent development, and modernized service delivery. Springline, backed by Trinity Hunt Partners, is a “buy-and-build” platform that has completed nine deals across CPA and advisory firms as it works toward becoming a national and eventually global firm with “all of the capabilities inside our four walls that our clients will need.” MORE Dominic Piscopo | MORE Private Equity | MORE Pay & Compensation Brackney’s path to the CEO seat isn’t the “serial PE operator” stereotype. He started at PwC as an auditor, then moved into advisory and BPO work, and later spent two decades at Resources Global Professionals (RGP), a publicly traded Deloitte spin-out, ultimately serving as president and COO. He describes an 18-month mutual diligence process with Trinity Hunt, emphasizing that the goal wasn’t a quick arbitrage play, it was building an enduring firm, potentially by bringing in future investors over time rather than forcing a rapid exit.A key early lesson, Brackney says, was that 2023 still required “Private Equity 101” education for many sellers.
- 3 weeks ago55 min
Nick Boscia: More Clients. More Hours. Less Happiness. | The Disruptors
Burnout pushed him to rethink growth, rebuild his processes, and make room for a better life.The DisruptorsWith Liz FarrFor CPA Trendlines When Nick Boscia joined his father's accounting firm in 2013, it was like stepping back in time.“When I joined, we were still using like the green ledger sheets,” he recalls. “I started in 2013, and it was like it was 1980.” Today, Boscia is known as the Balanced CPA and is co-owner, with his brother Joe, of Boscia and Boscia PC, the firm their father founded in 1975.Working for his father was difficult. “He didn't really value going on vacations or taking time off,” Boscia recalls. Adopting new technology was out of the question. MORE Disruptors with Liz Farr | CPA Trendlines Streaming Network “I’ve been doing this for 40 years, and it works, so we’re not changing things,” his father would say. But when Boscia and his brother took over, things changed dramatically.“My dad was like, we’re not making changes,” he recalls. “I’m like, I want to change everything.”In just a few years, Nick and Joe transformed a legacy, paper-based practice serving 700 clients into a modern firm that, at its peak, served 1,800 clients.
- 3 weeks ago14 min
Buying AI Is Easy. Rebuilding the Firm Is Hard. | Accounting Voices
Leaders reveal a widening gap between adopting new capabilities and building firms that can use them effectively.Accounting VoicesWith Rob BrownA firm buys powerful technology, announces ambitious growth plans, and asks an already stretched team to deliver more. The tools change. The way the business operates barely moves.Accounting Voices explores the strain inside that scenario. Drawing on reflections from 48 firm leaders, consultants, media professionals, technology experts, and other industry voices, it examines what their observations reveal about accounting’s direction. MORE Accounting Voices with Rob Brown In the episode, host Rob Brown identifies a “velocity gap”: the distance between firms talking about change and firms making it part of their daily operations. AI, outside investment, shifting professional identities, and talent pressures all contribute to that gap. Together, they raise a practical question for leaders: Can the organization absorb the change it pursues?
- 3 weeks ago45 min
Trent Yesberg: How AI Re-Builds Accounting Firms | It's Not Just the Numbers
Nontechnical teams can use AI-built scripts to automate repetitive work, reclaim valuable time, and turn an accounting firm’s operational problem into a marketable product.It's Not Just the NumbersWith Penny Breslin and Damien GreatheadFor CPA TrendlinesMost accounting firms talk about AI automation in the future tense. They're waiting for the right tool, the right vendor, or the right moment to start using it seriously.Trent Yesberg didn't wait. As director of Regional Business Services in Townsville, Australia, he started asking Claude and ChatGPT to write scripts that run his firm's internal workflows directly, with no ongoing subscription or per-task cost attached. MORE Penny Breslin and Damien Greathead | MORE Advisory & Consulting JOIN From Scorekeeper to Strategist CAS Workshop | BUY "It's Not Just the Numbers" What began as a way to save his own team a few hours a week turned into Twine Biller, a tool now used by other firms to fix one of accounting's quietest profit leaks: subscription rebilling that slips through the cracks month after month.His approach cuts against a common assumption, that AI automation in a firm has to mean either building an entire internal platform from scratch or renting one from a big software vendor. There is a middle path, and Yesberg has been living in it for the better part of a year.
- 4 weeks ago42 min
The AI Demo Is Easy. The Rollout Gets Complicated. | Innovation Insights
Building an accounting tool with AI is only the beginning of making it useful, secure, and sustainable.Innovation InsightsWith Donny Shimamoto and Byron PatrickCenter for Accounting TransformationAn accountant builds a dashboard that pulls information from several systems. A proposal generator turns service selections into a polished PDF. A homemade utility eliminates a tedious step in the monthly close.Then comes the question that changes everything: How do I let my team use it?In this episode of Innovation Insights, Donny Shimamoto and Byron Patrick explore the distance between a promising personal tool and software an accounting team can depend on.More Donny ShimamotoAI makes building easier, they say, but sharing, securing, supporting, and maintaining what you build requires a different level of preparation.For accountants eager to experiment with AI agents and “vibe coding” — using natural-language instructions to have AI generate code — the conversation offers both encouragement and a reality check.
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About CPA Trendlines Podcasts
Exclusive information. Extraordinary insight. CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support. You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed. Facts. Figures. Insights. Implications. Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends. We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities. We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives. Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour.
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