Expanding access while maintaining rigorous standards.

Gear Up for Growth
With Jean Caragher
For CPA Trendlines

Full show notes here

“This legislation has real consequences – positive consequences – for the health of firms, corporate accounting departments, and the broader economy,” says Aiysha “AJ” Johnson, CEO and executive director of the New Jersey Society of CPAs, during her appearance on Gear Up for Growth with Jean Caragher of Capstone Marketing. “I like to think that we’re opening doors.”

More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More Gear Up for Growth | More CPA Trendlines videos and podcasts here

Johnson highlights New Jersey’s new legislation signed by Governor Murphy, creating an additional pathway to CPA licensure, a move designed to expand access while maintaining rigorous standards.

Label intent, clarify tone and choose the right channel so feedback lands as coaching, not conflict.

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

Leaders in accounting do not need to choose between being “nice” and being effective.

In this ARC episode, Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP; and Liz Mason, CPA, make the case that the best bosses aim for something tougher — kindness with clarity.

The conversation starts with a story familiar to anyone who has ever hovered over the “Send” button on a difficult message.

• MORE Accounting ARC: Post-Holiday Fatigue Isn’t a Failure; It’s a Signal | OCR, Research Bots & Meeting Assistants: What Actually Helps Now | Return Season is the New Stress Test | Small Firms May Have the Biggest Advantage in 2026 | Downgraded: What the DOE Said About Accounting | Savage: Using Your License as a Megaphone | Baker: Interpreting Pricing Psychology | Don’t Get Fired by Your Own Automation | What Amazon Doesn't Tell You | Royalties, Residuals, and Reality Checks | ARC-SLC

Mason, founder and CEO of High Rock Accounting, recalls proposing a conference talk with a deliberately provocative title — a reminder that most professionals feel the tension between holding the line and keeping the peace. The point, she says, is not to sanitize reality. It is to learn how to hold people accountable without turning it into a personal attack.

Advisory at Scale Requires Systems, Not Heroics. Plus 5 More Takeaways.

Complete show notes here

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.”

Why equity is the new standard for talent retention.

Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines

Full show notes here

Jeremy Dubow, CEO and co-founder of Chicago-based Prosperity Partners, explains how entrepreneurship in accounting has shifted from demand-driven to capacity-constrained, and why transparent equity programs are becoming the new standard for talent retention.

Dubow joins Dominic Piscopo on the Big 4 Transparency show to discuss how accounting-firm entrepreneurship and the operating model required to scale have changed since he co-founded NDH in 2003. NDH later sold to private equity and rebranded as Prosperity Partners, which Dubow described as a case study in how firms are adapting to labor constraints, expanding client complexity, and rising expectations around technology and talent strategy.

Decode your energy signals, redesign your calendar, and stay sharp even when you're running low.

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

As the calendar flips and the pace of work accelerates, many accounting professionals find themselves running on fumes. The holidays are over. Travel lingers in the body. Busy season looms. And yet, expectations snap back to full speed almost overnight.

In this Accounting ARC, Donny Shimamoto, CPA.CITP, CGMA, and Liz Mason, CPA, take on a topic many professionals quietly struggle with but rarely discuss openly: how to work through fatigue without burning out—or dialing down performance.

• MORE Accounting ARC: OCR, Research Bots & Meeting Assistants: What Actually Helps Now | Return Season is the New Stress Test | Small Firms May Have the Biggest Advantage in 2026 | Downgraded: What the DOE Said About Accounting | Savage: Using Your License as a Megaphone | Baker: Interpreting Pricing Psychology | Don’t Get Fired by Your Own Automation | What Amazon Doesn't Tell You | Royalties, Residuals, and Reality Checks | ARC-SLC

Their conversation is refreshingly candid, practical, and grounded in lived experience. And it challenges one of the profession’s most persistent myths: that being tired means you’re doing something wrong.

Both hosts open the episode admitting they are exhausted—but not from overwork. Shimamoto is coming off a stretch of nonstop weekends filled with visitors, events, and travel. Mason is freshly jet-lagged after nearly two weeks in London, balancing client work with museums, family time, and international flights.

The point lands quickly: fatigue doesn’t only come from too much work. It comes from full lives.

And pretending otherwise, they argue, is where professionals get stuck—pushing through exhaustion with guilt instead of strategy.

State societies can evolve into engines of innovation, education, and workforce resilience.

Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines

At a time when the accounting profession is undergoing its most rapid transformation in decades, Jen Cryder, CEO of the Pennsylvania Institute of Certified Public Accountants (PICPA), is quietly redefining what a state CPA society can (and arguably should) become.

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

In this episode of the Big 4 Transparency Podcast, Cryder joins host Dominic Piscopo to discuss how advocacy, revenue diversification, and technology investment are converging to reshape the future of the CPA profession.

Cryder, who spent 15 years in public accounting before joining PICPA more than a decade ago, now finds herself at the center of national conversations around licensure reform, continuing professional education (CPE), and the evolving definition of what it means to be a CPA. While state societies have historically focused on a relatively narrow set of services, Cryder argues that the profession’s accelerating rate of change has expanded that mandate dramatically. “For most of our 130-year history, the definition of a CPA was fairly static,” she notes. “In just the last few years, that list of issues has become infinite.”

Beyond revenue and margins, buyers are scrutinizing teams, culture, and operational health.

The Disruptors
With Liz Farr

Brannon Poe, founder of Poe Group Advisors, says the key to a successful firm transaction is fit.

“I think having a good deal is really about having a good fit,” he says. Besides technical skills, “you have to have management styles that mesh well, you have to have client service philosophies that are aligned,” he explains.

• MORE STREAMING:MORE STREAMING: Oliver: Build a Biz that Runs Without You | Daiber: Use Succession as a Growth Strategy | Cannon: Busy Season is Self-Inflicted | Carroll: When One Person Can Break the Firm | 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 |

For sellers, choosing the right buyer matters as much as the price. “I find that the sellers in particular, who keep their focus on fit and choose the right buyer, usually are the happiest with their exit.”

The last few years have created favorable conditions for accounting firm sales, but not for everyone.

The silver bullet technique can transform messaging and persuasion.

The Concierge CPA
With Jackie Meyer
For CPA Trendlines

Most accounting professionals do extraordinary work—and still struggle to explain why it matters.

That tension sits at the heart of a standout episode of The Concierge CPA, where host Dr. Jackie Meyer is joined by messaging strategist Neil Gordon for a wide-ranging conversation on persuasion, clarity, and the future of tax advisory in an AI-driven world.

The result is an episode that feels less like a marketing lesson—and more like a wake-up call for tax professionals who know their value but haven’t quite figured out how to communicate it.

• More Jackie Meyer

Early in the episode, Meyer names a frustration that resonates across the profession: most tax professionals create real value, yet struggle to articulate it in a way that inspires action.

That gap isn’t about intelligence or effort. It’s about messaging.