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CPA Trendlines Podcasts

CPA Trendlines Podcasts

By: CPA Trendlines
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See all podcast episodes here: https://cpatrendlines.com/category/podcast/

CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions.

We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients.

Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support.

You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed.

Facts. Figures. Insights. Implications.

Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends.

We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities.

We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives.

Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour.

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Episodes
  • Matt Tait: Why Franchising Is the Next Big Thing for CAS | Big 4 Transparency

    Matt Tait: Why Franchising Is the Next Big Thing for CAS | Big 4 Transparency
    Mar 29 2026

    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,
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    36 mins
  • Why Accounting Firms Feel So Unstable Right Now | Accounting Voices

    Why Accounting Firms Feel So Unstable Right Now | Accounting Voices
    Mar 29 2026

    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.
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    16 mins
  • Alan Whitman: Why the Next Big CPA Firms Won’t Look Like CPA Firms | Gear Up for Growth

    Alan Whitman: Why the Next Big CPA Firms Won’t Look Like CPA Firms | Gear Up for Growth
    Mar 28 2026

    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


    The goal, he tells Jean Caragher in this episode of Gear Up for Growth, is not to expand services around the edges, but to collapse them into one integrated model designed to “manage, protect, and grow” client wealth in a recurring loop.


    The shift reflects a broader rethinking across the profession, in which private equity capital, client demand for one-stop advisory services, and advances in AI are pushing firms beyond the partnership model that has defined accounting for decades.


    Having previously led transformational growth at Baker Tilly, Whitman rejects the notion that rapid growth damages culture.


    “That’s hogwash,” he says. “Culture comes down to one word: trust.”
    Show more Show less
    38 mins
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