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CPA Trendlines Podcasts

CPA Trendlines Podcasts

By: CPA Trendlines
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Summary

Exclusive information. Extraordinary insight.

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
  • Robert Gauvreau: Why This CPA Firm Founder Refuses Equity Partners | Big 4 Transparency
    May 6 2026

    Scaling an eight-figure accounting, tax, law and advisory firm by breaking all the rules.
    Full show notes here

    Big 4 Transparency
    With Dominic Piscopo, CPA

    Robert Gauvreau, FCPA, founder and CEO of Gauvreau Accounting, Tax Law and Advisory, joins Dominic Piscopo on the Big Four Transparency show to explain how he’s scaling an Ontario-based firm from a non-obvious location—Peterborough, not Toronto—into a $20 million operation built around fast decision-making, aggressive reinvestment in talent, and a deliberately non-traditional partnership structure.

    MORE Dominic Piscopo | MORE CPA Trendlines Streaming Network

    Gauvreau says he made a strategic decision from day one to never take on equity partners, arguing that the traditional partnership model is “broken” because conservative consensus-driven decision-making too often blocks growth. Instead, he built a structure of high-compensated “partners” who share in wins without taking on debt, working-capital risk, or ownership downside—while enabling the firm to move quickly without governance gridlock. He framed the tradeoff clearly: partners get stability and upside participation, while the founder retains the long-term exit value.

    READ MORE >>>

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    40 mins
  • Sarah Flischel: The End of the SALY Audit | The Disruptors
    May 4 2026

    Transformation in audit can help predict clients’ futures.

    Full show notes here

    The Disrupters
    With Liz Farr
    For CPA Trendlines

    Audit has a reputation for being slow to change, but leaders like Sarah Flischel, Director of Audit Transformation and Training at AAFCPAs, are making it happen.

    “We’re fundamentally reimagining how audits are being conducted,” Flischel says. She’s pushing not merely for change in the profession, but true transformation, drawing on wisdom from Tom Hood to distinguish change and transformation: “Change is doing things differently, and transformation is doing different things,” she explains.

    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 | Carroll: When One Person Can Break the Firm | Rampe: Build a Roadmap Even When the Road’s Not There | Chang: Killing SALY, One Agent at a Time |
    MORE CPA Trendlines Streaming Network

    While change improves existing processes, transformation creates something fundamentally new. Traditional audits have been linear: gathering documents, testing samples, filling out checklists, and writing reports. Audit transformation means leveraging technology, using data analytics, and leveraging a risk-based approach to create an entirely new way of understanding clients’ businesses.

    READ MORE >>>>

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    56 mins
  • Ellen Choi: It's 'Go Time' for AI | Gear Up for Growth
    May 1 2026

    AI Readiness Gap Threatens CPA Firm Competitiveness.
    Full show notes here

    Gear Up for Growth
    With Jean Caragher
    Sponsored by
    The True Adviser: Buy now | Learn more

    “This is a make-or-break year for AI in accounting,” says Ellen Choi, founder and CEO of Edgefield Group, in the new episode of Gear Up for Growth, hosted by Jean Caragher.

    “Firms that don’t move now will start to see a widening gap between themselves and competitors who have already begun building these capabilities.”

    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 Network here

    Choi warns that timing is critical, and firms that delay action risk falling behind. With even basic AI tools capable of delivering immediate productivity gains, firms that act quickly can improve efficiency, enhance client experience, and create capacity for growth.

    READ MORE > > >




    GUFG_Ep 64

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    37 mins
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