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Understanding the full picture delivers higher ROI.

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.”

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

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

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.”

"Every bill hides a tax increase."

Quick Tax Tip
With Art Werner
CPE Today

Trump’s new “Big Beautiful Bill” might look like a win for taxpayers...but not so fast. For accountants, lawyers, consultants, and other professional service providers, it could bring a stealthy tax hike.

• Click here for more Art Werner

In this episode of Quick Tax Tip, expert Art Werner unpacks how this proposed legislation may change the way accountants—and other professionals—get taxed. The bottom line? If you’re part of a pass-through entity, your tax benefits may be about to shrink.

Werner opens the discussion with a familiar refrain in tax: It depends.

Plus, get 20 key takeaways, including life after layoffs.

Accounting Influencers

With Rob Brown

As technology transforms the accounting profession, jobs are being redefined—or eliminated altogether. In this episode of Accounting Influencers, host Rob Brown unpacks the wave of layoffs sweeping through the Big Four and leading software providers and what it means for the future of accounting careers.

• MORE Accounting Influencers with Rob Brown

Layoffs at PwC, EY, Deloitte, KPMG, and Intuit are a wake-up call. These aren’t just belt-tightening moves—they’re signs of a larger shift driven by AI and automation. PwC cut 1,500 jobs in May, EY let go of over 1,400 employees, and Deloitte laid off "an unspecified number." Meanwhile, Intuit laid off 1,800 employees to invest more heavily in AI.

As Brown puts it: “This isn’t just about cutting costs. These firms are pivoting to hire people who can drive tech-enabled growth.” The message is clear: jobs are disappearing, but new ones are emerging—for those with the right skills.

Back up your data in 10 minutes or less. It could be the most important thing you do today.

Quick Tech Talk

With Steve Yoss

CPE Today

In the latest episode of Quick Tech Talks, you’ll learn why backing up your data isn’t just for IT professionals or large companies—it’s something anyone can do in just 10 minutes, using tools you likely already have.

• MORE Steve Yoss here
• MORE TECH

Whether you're managing financials, running a firm, or just storing family photos, protecting your digital files is no longer optional.

With rising ransomware threats and hardware failure still a common reality, having a reliable backup strategy is the digital equivalent of locking your doors at night. Fortunately, getting started is way easier than you might think.

“It doesn’t require a lot of technical expertise,” Yoss explains. “If you’ve got 10 minutes, you can do it.”

Your real ROI comes from relationships, not spreadsheets.

The Disruptors

With Liz Farr

Martha Yasso didn’t just balance billion-dollar books — she watched businesses crumble under them.

• CPA TRENDLINES CELEBRATES: The 100th Episode of The Disruptors
• MORE Jackie Meyer and The Concierge CPA
• MORE STREAMING: Jackie Meyer: Tax Plans in 90 Seconds? Believe It | Erica Goode: Build a $200K Firm in 15hrs/Week | Randy Crabtree: Live at the Intersection of Passion & Skill |McClelland and Telka: Women Ready to Rewrite the Rules of Accounting | Jacob Schroeder: AI Won’t Replace Accountants—But It Will Reveal Who’s Replaceable | Ditching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | Jean Zick: Happy Team = Happy Clients | Breslin & Greathead: Be a Client Advocate | Dominic Piscopo: Clear Pay=Bargaining Power | Debbie Kilsheimer: Stop Thinking Small |

She began her career in the high-octane world of junk bonds on Wall Street, where she relished the analytical challenges of cash flow modeling. But what initially felt like powerful work soon turned emotionally draining. “I was ripping apart companies and watching it happen in real time,” she says. “It was exhausting and depressing.”

Her breaking point came with the downfall of Toys R Us. “It failed because of where the cash was going. It wasn’t being reinvested into the business — it was being pulled out for gains by management.” That moment crystallized a new purpose for Yasso. She didn’t want to watch from the sidelines as companies fell apart. She wanted to help build them.

Research shows that money activates more areas of the brain than sex, death, politics, or religion.

By Rory Henry CFP®, BFA™

For CPA Trendlines

A recent McKinsey study found that the demand for holistic financial advice increased 60% from 2018 to 2023. Meanwhile, another McKinsey study projected a shortage of 100,000 financial advisors by 2034. That gap is leaving a massive opportunity for CPAs to step up as holistic advisors.

• MORE Rory Henry and The Holistic Guide to Wealth Management
• BUY the Holistic Guide to Wealth Management

A recent Holistic Guide to Wealth Management book panel discussion with two industry luminaries showed that CPAs who are in the best position to thrive as holistic advisors are those who use technology to deliver deeper planning and relationship-driven advice.

“Traditional econometric models were all predicated on this idea that people were rational,” noted psychologist, author, and behavioral finance expert, Dr. Daniel Crosby. “What we actually know is that it is perhaps least true of us when it comes to money.”