MVP culture, investor pressure, and marketing—not product quality—often decide winners.

Accounting ARC
With Liz Mason and Byron Patrick
Center for Accounting Transformation

The accounting technology market looks crowded from the outside. New tools launch every month. Conference expo halls overflow with promise. And artificial intelligence is accelerating everything.

But beneath that surface, the economics of building accounting technology tell a more complicated story—one shaped as much by venture capital and sales pressure as by innovation itself.

• MORE Accounting ARC: Recognize When You Need to Recharge Before You Burn Out | Valuing More Than the Balance Sheet | Accounting’s “Untalked-About” Frontier | Why Happiness is Hard-Fought for High Achievers | The Fastest Way to Lose Talent Is “Dick Leadership” | 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

In the latest episode of Accounting ARC, Byron Patrick, CPA.CITP, and Liz Mason, CPA, step back to examine how the industry got here—and where it is likely headed next.

Why chasing a number won’t solve clients’ financial anxiety—and what advisors should focus on instead.

Full show notes here

With Rory Henry CFP®, BFA™
For CPA Trendlines
The Holistic Guide to Wealth Management

When advisors think about financial planning, numbers, projections, and optimization strategies are what typically come to mind. But in a recent podcast conversation with me, Carl Richards challenged that assumption, arguing that the real work of planning begins with having a meaningful dialogue about money.

As Richards described his latest book, Your Money: Reimagining Wealth in 101 Simple Sketches, the goal is not to provide answers, but to spark better questions. “The book is just a means to an end,” Richards said. “What I care about is that it starts [better] conversations about money.”

Sponsored by The True Adviser: Buy now | Learn more

Big 4 Transparency
With Dominic Piscopo, CPA
Full show notes here

Decimal CEO Matt Tait joins Dominic Piscopo to explain why his CAS firm is franchising its playbook, how it drives 50%-plus margins with queue-based delivery and daily book maintenance, and why private equity may accelerate – not kill – entrepreneurship in accounting.

MORE Dominic Piscopo | MORE CPA Trendlines Streaming Network

Tait says the biggest accounting story right now isn’t just AI, it’s the industry’s next operating model.

On the Big 4 Transparency, Tait says Decimal started as a “different” CAS and bookkeeping firm while simultaneously building an internal operating system for running a modern accounting shop. In under six years,

Accounting Voices
With Rob Brown
Sponsored by The True Adviser: Buy now | Learn more

If you feel like your accounting firm has become unpredictable, you are not imagining it. The ground is moving under your feet. People who spent years feeling stable and secure are suddenly unsettled. Partners are leaving. New leaders appear from nowhere. Titles change. Policies change. Strategies change. And no one explains why.

MORE Accounting Voices with Rob Brown
MORE CPA Trendlines Streaming Network

Right now, the accounting profession feels like someone picked up the entire industry, shook it hard and said, "Good luck." Private equity is buying firms. National groups are rolling up mid tiers. Regional firms are merging into larger firms. Advisory practices are being carved out. Tax teams are being shifted. Audit is being restructured. And firms everywhere are rewriting their business models in real time.

And why culture matters more than ever.

Full show notes here

Gear Up for Growth
With Jean Caragher
For CPA Trendlines

Sponsored by The True Advisor: Buy now | Learn more

Alan Whitman isn’t trying to build a better CPA firm. He’s trying to replace it.

At Nichols Cauley, the former Baker Tilly CEO is recasting the traditional accounting practice as a “financial services company”—a structure that blends tax, insurance, risk, and transaction advisory into a single, continuous client relationship.

MORE ALAN WHITMAN: PE Deal Tracker Update: Alan Whitman Plants a Flag in the Private Equity Landscape | Breaking the Mold with PE Backing | Build Culture on ‘Progress,’ Not Change | Moss Adams-Baker Tilly Merger: Bigger Isn’t Better. Better Is Better.| Unlocking the Secrets to Smart Growth

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 streaming videos and podcasts here

A near-tragedy sparks a critical conversation on business continuity, risk, and responsibility in accounting firms.

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

Business continuity planning often lives in the realm of “someday.”

Until it doesn’t.

In the latest episode of Accounting ARC, hosts Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP; and Liz Mason, CPA, tackle a topic many professionals avoid: what happens when the unexpected actually happens.

The conversation opens not with theory, but with a moment that makes the stakes unmistakably real.

• MORE Accounting ARC: Recognize When You Need to Recharge Before You Burn Out | Valuing More Than the Balance Sheet | Accounting’s “Untalked-About” Frontier | Why Happiness is Hard-Fought for High Achievers | The Fastest Way to Lose Talent Is “Dick Leadership” | 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, CEO of High Rock Accounting, recounts a recent skiing accident in which she fell roughly 200 yards and collided with a tree at high speed. She survived with a broken leg—but the incident forced a sobering question: What would have happened to her firm if she hadn’t?

Success breeds complacency – and obsolescence.

Full show notes

The Disruptors
With Liz Farr

Success, long the defining strength of U.S. accounting firms, is fast becoming their most dangerous liability, according to Oz Demirdovan, a PKF executive with a global portfolio.

Flush with steady profits, deep client rosters, and decades of compliance-driven demand, many firms see little reason to change—just as the ground beneath them shifts, Demirdovan tells Liz Farr in this episode of The Disruptors.

MORE DISRUPTORS: Candy Bellau: The $350 Pricing Mistake that Nearly Broke this Boutique Firm | The Disruptors | Poe: What P.E. Really Wants from Firms | The Disruptors | Blake Oliver: Build a Biz that Runs Without You | Daiber: Use Succession as a Growth Strategy | Cannon: Busy Season is Self-Inflicted

MORE CPA Trendlines Streaming Network

The paradox is stark: the very stability that built the profession now insulates it from the urgency to adapt, leaving some of its most successful players at greatest risk of falling behind.

Ozgur Demirdoven has worked in accounting worldwide, spending more than five years at Allinial Global. From his perspective, the most striking difference between accounting in the U.S. and the rest of the world isn't just our complex regulatory environment.

How To Decide If Public Accounting Is Still Right For You.

Full show notes

Accounting Voices
With Rob Brown

You know a profession is under pressure when strangers online ask the same question every week. And in accounting, right now, that question is this. Should I leave public accounting?

It shows up constantly on our YouTube channel. People write things like. I cannot survive another busy season. Is it normal to feel like this job is crushing me? I love accounting, but I hate public accounting. Does it ever get better, or do I need to escape?