The best firm build accountability cultures, develop climbers, and make tough calls.

Full show notes here

Gear Up for Growth
With Jean Caragher
for CPA Trendlines Research

“Some firms dream of being great but only are willing to make the commitment to be good,” Allan Koltin, CEO of Koltin Consulting Group, says in the new episode of Gear Up for Growth with host Jean Caragher. “Leadership is the delta that separates all.”

Koltin says the gap between elite firms and average firms keeps widening, and leadership is the defining factor. Widely recognized as one of the profession’s top consultants, he argues that firms chasing high performance must stop avoiding hard decisions, embrace accountability, and rethink what leadership means.

“You can have the same clients, same talent pool, same market opportunities, and one firm ends up in the upper quartile while another struggles,” Koltin says. “The difference is leadership.”

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After a near-fatal skiing accident, three accounting leaders confront the uncomfortable questions every firm owner should answer before a crisis strikes.

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?

Originally published March 26, 2026

Are your firm's stated values consistent with its behavior?
Full show notes here

The Disruptors
With Liz Farr
For CPA Trendlines

How does your firm define culture? Is your culture consistent with the values posted on the breakroom wall? Doug Slaybaugh, founder of CPA Coach, defines culture as “values in motion.” According to his definition, a firm’s stated values must be evident in the ways a firm actually behaves.

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

Trump accounts for the benefit of children.

Full show notes here

Quick Tax Tip
With Art Werner
CPE Today

Trump accounts offer a rare chance for a government-funded head start on a tax-advantaged education account.

“The federal government will actually infuse these accounts with $1,000,” says Art Werner. “It’s free money. Just face it, it’s free money.”

Any child under age 18 with a Social Security number is eligible for a Trump account. Children born between 2025 and 2028 also qualify for a government contribution.

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Bookkeepers often feel less empowered than tax professionals.

Full show notes here

The Disruptors
With Liz Farr
For CPA Trendlines

Nancy McClelland wants to do more than just run her firm, The Dancing Accountant. She has two big passion projects that are creating the conversations and collaborations this profession desperately needs. Her community, Ask a CPA, aims to bridge the gap between bookkeepers and tax professionals. She also co-hosts a podcast with Questian Telka, She Counts, which provides a safe space for women in accounting to discuss real issues.

McClelland started the Ask a CPA Community when she noticed “this big gap that wasn’t about technical knowledge. It was about permission, about permission to collaborate.” While “bookkeepers are often the closest person to the financial truth of a business,” historically, “they've been positioned as subordinate to tax preparers, just sort of expected to hand off things and hope that they did it right,” McClelland explains.

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Connection, community, and trust create opportunities that credentials alone cannot.

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

In the accounting profession, technical excellence is expected. However, according to the latest episode of Accounting ARC, relationships — not just work product — often determine who grows, who leads, and who thrives.

In a candid and deeply personal conversation, Liz Mason, CPA, and Byron Patrick, CPA.CITP, explore how relationship-building shapes careers, creates opportunity, and provides stability in an unpredictable profession.

• MORE Accounting ARC: The Real Problem with AI in Accounting | AI Can Fix Your Workflow—or Break It in Seconds | Efficiency Is the Wrong Goal for AI | Accounting’s Hidden Talent Risk: The Sandwich Generation | Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | 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

Mason, CEO of High Rock Accounting, opens the discussion by reflecting on how little emphasis the profession places on teaching interpersonal skills.

Patrick, senior product manager for Karbon and co-founder and part-time educator for TB Academy, agrees. “You don’t learn it in college,” he says. “There’s no course on building relationships.”

That gap, they argue, becomes especially obvious early in a professional’s career.

*Originally published May 14, 2026

"Inclusion often depends on whether people are willing to communicate, listen, and repair misunderstandings when they happen.”

MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines Research

In this episode of the MOVE Like This podcast, Bonnie Ruszczyk sits down with Guillaume Turmel, a PhD candidate at the University of Melbourne whose research focuses on how people experience genuine inclusion in the workplace. Drawing from his own experiences working internationally, helping launch an LGBTQ+ employee resource group, and observing the disconnect between strong DEI programs and employees still feeling “slightly off,” Guillaume explores why inclusion is far more personal and complex than most organizations assume.

• MORE MOVE Like This | MORE CPA Trendlines Streaming Network | JOIN MOVE 2026

Trump Accounts provide new opportunities for families, employees and closely held businesses.

Full show notes here

Quick Tax Tip
With Art Werner
CPE Today

Tax expert Art Werner is launching a series of tax tip videos focused on Trump accounts.

MORE Art Werner | MORE CPA Trendlines Streaming Network

In the series, he provides a comprehensive overview of how these accounts work, how they compare to other investment options, the tax advantages they offer, potential issues practitioners should be aware of, and related fringe-benefit opportunities.

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