Explore every episode of the podcast Accounting Today Podcast
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Strategic planning for CPAs | 14 Jul 2025 | 00:29:58 | |
There has never been a time when carefully planning out the future of your firm has been so important, says Matt Rampe of Rosenberg Consulting, as he offers a roadmap for building the firm you want. | |||
| Managing stress at your firm | 07 Jul 2025 | 00:23:48 | |
Long-time industry observer and author of the new book "Civil Warrior" Kristy Short shares best practices for keeping your staff -- and yourself -- from burning out. | |||
| Audit accelerates | 30 Jun 2025 | 00:30:55 | |
Technology is driving transformation in how audits are conducted at an ever-faster pace, says Paul Goodhew, global assurance innovation & emerging technology leader at Big Four firm Ernst & Young -- and artificial intelligence will only accelerate that. | |||
| Passion, vision and hard work: Inside Jeff Weiner's success | 23 Jun 2025 | 00:36:12 | |
The longtime leader of Top 10 Firm Marcum, Jeff Weiner, shares the secrets behind his remarkable career, and the equally remarkable firm he ran. | |||
| Accounting in an era of disruption | 16 Jun 2025 | 00:34:19 | |
AICPA chair Lexy Kessler looks ahead at the challenges and opportunities —often one and the same — that are facing the profession, and what accountants need to do to be ready for them. | |||
| The state of the 'Big Beautiful Bill' and more | 09 Jun 2025 | 00:45:48 | |
As the Senate takes up the Trump administration's tax bill, Neil Fishman, the president of the National Conference of CPA Practitioners, dives into the details of the House bill and some of the possibilities in the Senate, as well as other issues from Washington that accountants should be keeping in mind. | |||
| Want to grow? Change your mindset | 02 Jun 2025 | 00:29:00 | |
To move beyond being a scrappy small firm, you have to change the way you think about a host of things, suggests Brannon Poe of Poe Group Advisors. | |||
| Let a non-CPA do it! | 19 May 2025 | 00:30:09 | |
With accounting talent so hard to find, Paul Peterson shares how his firm has cultivated non-accountants and non-CPAs to fill the gap. | |||
| Getting the most out of your tech | 12 May 2025 | 00:29:23 | |
Consultant and technology thought leader Seth Fineberg offers a guide to finding, choosing, implementing and assessing the software your firm needs. | |||
| The new deal: The evolving landscape of M&A and PE | 05 May 2025 | 00:29:57 | |
Bob Lewis and Doug Lewis of The Visionary Group dive into how everything about firm combinations -- from deal structure and their impact on staff, to how accounting and PE firms are identifying targets -- is changing, and will continue to change in the future. | |||
| M&A for smaller firms | 29 Apr 2025 | 00:27:01 | |
Brannon Poe of Poe Group Advisors talks about how the current landscape of acquisition -- particularly the entrance of private equity into the field -- is impacting firms below $10 million. | |||
| The evolution of accounting marketing | 21 Apr 2025 | 00:30:56 | |
AAM Hall of Famers August Aquila and Kristen Lewis examine the rise of marketing as a professional function in accounting firm -- and look ahead to where it's going. | |||
| Are you offering what clients value? | 24 Mar 2025 | 00:29:36 | |
All too often, what accountants are selling are services that clients have to endure, says Joe Woodard, a leading consultant to accountants and the impresario behind the Scaling New Heights Conference, and not the sort of thing that they really value. To succeed in the face of automation, AI and other changes in the profession, accountants need to find new ways to create value in the mind of the client. | |||
| An inside look at the alternative practice structure | 10 Mar 2025 | 00:23:04 | |
Accounting firms all across the country are adopting alternative practice structures as private equity investment sweeps across the profession -- but who knows what an APS really looks like? William Kelly, chief counsel at PE-backed accounting firm platform Ascend dives into the details. | |||
| A tumultuous tax season | 03 Mar 2025 | 00:33:53 | |
What will the firings at the IRS and other developments in Washington mean for tax season? Neil Fishman, returning president of the National Conference of CPA Practitioners, dives into these and other major tax issues. | |||
| Taking the helm at the AICPA | 24 Feb 2025 | 00:32:17 | |
The new head of the AICPA, Mark Koziel, shares his thoughts about the profession, his plans for the organization, and more. | |||
| The state of CAS | 10 Feb 2025 | 00:29:48 | |
Kim Blascoe, senior director of CAS professional services at CPA.com, shares some of the highlights of their most recent CAS Benchmark Survey -- from the area's extraordinary growth rates to the key practices of a high-performing CAS practice. | |||
| Diving into tax season | 03 Feb 2025 | 00:27:51 | |
Neil Fishman, returning president of the National Conference of CPA Practitioners, shares the issues his members are paying attention to as they head into tax season -- and what they're keeping an eye on for the rest of the year, too. | |||
| What's ahead for 2025 | 13 Jan 2025 | 00:29:53 | |
Accounting Today editor-in-chief Dan Hood outlines the major trends and developments that accountants should be keeping an eye out for over the next 12 months. | |||
| New ways to CPA | 16 Dec 2024 | 00:26:50 | |
As the profession grapples with lower numbers of people becoming accountants and CPAs, discussions about what it should take to become a CPA have proliferated; in this episode, Pennsylvania Institute of CPAs CEO Jennifer Cryder dives into why and how new paths to getting licensed are opening up. | |||
| Looking ahead with Barry Melancon | 09 Dec 2024 | 00:28:36 | |
On the eve of his retirement, longtime AICPA chief Barry Melancon turns his eagle-eye to the future, talking about the challenges and opportunities facing the profession, and what it needs to do to get ready for both. | |||
| Looking back with Barry Melancon | 02 Dec 2024 | 00:25:40 | |
As he prepares to step down from his long tenure as president and CEO of the American Institute of CPAs, Barry Melancon looks back at how the institute – and the accounting profession – have changed over the past 30 years. | |||
| Building a better sales pipeline | 18 Nov 2024 | 00:20:27 | |
As firms grow, they need to move their sales pipeline from inside their head into a more formal process, says Sarah Dobek of Inovautus Consulting, to gather the right data and hold everyone involved accountable for growth. | |||
| The problems PE solves | 11 Nov 2024 | 00:35:48 | |
Private equity can solve many of a firm's problems –– but not necessarily all, according to Phil Whitman of Whitman Transition Advisors, and there are alternatives. | |||
| Is PE right for you? | 04 Nov 2024 | 00:34:12 | |
Private equity is a solution to many accounting firm problems -- but not for all accounting firms. Allan Koltin of Koltin Consulting Group dives into who might be a good fit for PE, and what they can expect if they do. | |||
| A primer on PE | 28 Oct 2024 | 00:26:28 | |
Private equity presents a lot of opportunities for accounting firms -- but comes with a great many questions, too. Bob Lewis of the Visionary Group offers answers and valuable advice for accountants looking at this major trend. | |||
| Keeping them down on the firm | 14 Oct 2024 | 00:27:03 | |
What keeps employees engaged is changing rapidly, and accounting firms can't afford to fall behind, according to Tina Wang, division vice president of HR at payroll and HR giant ADP, and Darren Root, a major thought leader in the profession and Co-founder of Better Every Day. | |||
| Crunching the right numbers | 07 Oct 2024 | 00:22:34 | |
Too many accounting firms are relying on outdated or inappropriate data to measure their success, and Sarah Dobek of Inovautus Consulting lays out a much more forward-looking set of data for them to work with. | |||
| The growing opportunity in the Hispanic community | 30 Sep 2024 | 00:22:10 | |
Melanie Lauridsen, vice president of tax policy and advocacy at the AICPA, and Cynthia Rijo Sanchez, president of the Puerto Rico CPA Society, discuss the boom in demand for tax and accounting services, and what it takes to successfully serve this market. | |||
| The Golden AGE of feedback | 23 Sep 2024 | 00:31:31 | |
Terrell Turner of the TLTurner Group explains his firm's unique process for upgrading employee reviews and keeping staff performing at the levels they need. | |||
| Figuring out alternative investments | 16 Sep 2024 | 00:25:57 | |
John Napolitano of Napier Financial takes a long look at the host of unusual investment opportunities available to your wealthier clients, and how to tell what will work from what won't. | |||
| All about ESOPs | 09 Sep 2024 | 00:19:47 | |
Michael Bannon of ESOP investment banking advisors CSG Partners explains which accounting firms might want to look into employee stock ownership plans -- and why. | |||
| Building the profession together | 26 Aug 2024 | 00:25:37 | |
AICPA chair Carla McCall talks about the opportunities and challenges facing the profession, and how accounting firms need to work together so they can all thrive separately. | |||
| Managing partners should only have one client | 05 Aug 2024 | 00:27:14 | |
And that should be their firm, says David Wurtzbacher of PE-backed accounting firm platform Ascend, so they can spend the vast majority of their time working on the business, rather than in the business. | |||
| The practice leader's role in growth | 22 Jul 2024 | 00:24:16 | |
Service line and practice offering leaders stand at the point where a firm's overall strategy meets the delivery of its actual services, and they have a unique role and set of responsibilities, says Sarah Dobek of Inovautus Consulting. | |||
| What's next in CAS | 15 Jul 2024 | 00:24:48 | |
Client advisory services Kane Polakoff of CohnReznick looks into the future of this fast-growing service area, and outlines the steps firms need to take to succeed in CAS's next iteration. | |||
| Your client's retired. What now? | 24 Jun 2024 | 00:26:16 | |
Many retirement plans are geared toward the specific date a person retires -- but clients will hopefully live long beyond that, and there are a lot of issues they'll need to consider, says John Napolitano, founder of Napier Financial. | |||
| Fixing the pipeline problem | 17 Jun 2024 | 00:41:40 | |
The National Pipeline Advisory Group's recommendations cover a wide range of ways to attract more people to the profession, and NPAG facilitator and ConvergenceCoaching co-founder Jennifer Wilson walks us through what everyone can do to bring in the next generation. If you're interested in helping, you can take the Pipeline Pledge here. | |||
| Taking her firm forward | 03 Jun 2024 | 00:25:01 | |
Laura Sprouse, the new CEO of Top 100 Firm Brown Edwards, shares her path to leadership, and where she's taking her firm in the future. | |||
| Is there a fiscal doctor in the house? | 20 May 2024 | 00:30:37 | |
What it means to be an accountant is changing -- and that may be an important part of attracting more young people too the profession, says David Bergstein. | |||
| Your clients don't value what you do | 13 May 2024 | 00:27:34 | |
What clients value and what accountants think they value are rarely the same thing, and Joe Woodard makes the case that it's accountants who need to change their ideas around value, not clients. | |||
| Work less, do more | 22 Apr 2024 | 00:26:41 | |
Why work 80 hours a week when you can work 40? Why work 40 when you can work 25? Consultant Geraldine Carter explains why it's not the hours you work that matter, but what you and your clients get out of them, and shares strategies from her new book to help build accounting practices that take less of your time but deliver just as much value -- if not more. | |||
| Accounting's past — and future | 08 Apr 2024 | 00:38:17 | |
The co-leaders of the Rosenberg Group, Marc Rosenberg and Kristen Rampe look back at three decades of change in the accounting profession — and what lies ahead. | |||
| AI and the firm of the future | 01 Apr 2024 | 00:27:08 | |
Kelly Fisher, chief practice officer at Top 100 Firm Wipfli, offers a practical look at artificial intelligence, current use cases, and how accounting firms should be thinking about it. | |||
| The changing of the guard | 25 Mar 2024 | 00:30:02 | |
The profession is seeing wholesale shifts in generational approaches across a range of areas, say Bob Lewis and Doug Lewis of the Visionary Group, as they dive into how best to navigate all those changes. | |||
| Building a more attractive profession | 18 Mar 2024 | 00:30:24 | |
Accounting hought leader Seth Fineberg shares the three areas that public accounting needs to address: life-work balance, DEI and salaries. | |||
| No retreat from DEI | 11 Mar 2024 | 00:33:31 | |
The AICPA's Crystal Cooke talks about why the perception that companies are scaling back their diversity efforts is wrong, and how accounting can move forward in its pursuit of diversity, equity and inclusion. | |||
| Growth factors for accounting firms | 04 Mar 2024 | 00:43:26 | |
What goes into the recipe for accounting firm success? Randy Crabtree of TriMerit Specialty Taxes goes over the ingredients, and how best to combine them. | |||
| Making mentoring work | 26 Feb 2024 | 00:32:16 | |
Okorie Ramsey, the chair of the AICPA and vice president of SOX at Kaiser Permanente, dives into how accounting firms can make the most of this important recruiting and career development tool, and the benefits it offers for both mentee and mentor. | |||
| The accountant's economic outlook for 2024 | 19 Feb 2024 | 00:30:59 | |
Nela Richardson, chief economist of ADP, shares her thoughts on what's in store economically for the year ahead, what accountants should be worried about, and why the new normal will be anything but normal. | |||