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CPA Trendlines Podcasts

CPA Trendlines Podcasts

著者: CPA Trendlines
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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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  • Buying AI Is Easy. Rebuilding the Firm Is Hard. | Accounting Voices
    2026/10/17

    Leaders reveal a widening gap between adopting new capabilities and building firms that can use them effectively.

    Accounting Voices
    With Rob Brown

    A firm buys powerful technology, announces ambitious growth plans, and asks an already stretched team to deliver more. The tools change. The way the business operates barely moves.

    Accounting Voices explores the strain inside that scenario. Drawing on reflections from 48 firm leaders, consultants, media professionals, technology experts, and other industry voices, it examines what their observations reveal about accounting’s direction.

    • MORE Accounting Voices with Rob Brown
    In the episode, host Rob Brown identifies a “velocity gap”: the distance between firms talking about change and firms making it part of their daily operations. AI, outside investment, shifting professional identities, and talent pressures all contribute to that gap. Together, they raise a practical question for leaders: Can the organization absorb the change it pursues?

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    14 分
  • Trent Yesberg: How AI Re-Builds Accounting Firms | It's Not Just the Numbers
    2026/10/16

    Nontechnical teams can use AI-built scripts to automate repetitive work, reclaim valuable time, and turn an accounting firm’s operational problem into a marketable product.

    It's Not Just the Numbers
    With Penny Breslin and Damien Greathead
    For CPA Trendlines

    Most accounting firms talk about AI automation in the future tense. They're waiting for the right tool, the right vendor, or the right moment to start using it seriously.

    Trent Yesberg didn't wait. As director of Regional Business Services in Townsville, Australia, he started asking Claude and ChatGPT to write scripts that run his firm's internal workflows directly, with no ongoing subscription or per-task cost attached.

    • MORE Penny Breslin and Damien Greathead | MORE Advisory & Consulting
    • JOIN From Scorekeeper to Strategist CAS Workshop | BUY "It's Not Just the Numbers"

    What began as a way to save his own team a few hours a week turned into Twine Biller, a tool now used by other firms to fix one of accounting's quietest profit leaks: subscription rebilling that slips through the cracks month after month.

    His approach cuts against a common assumption, that AI automation in a firm has to mean either building an entire internal platform from scratch or renting one from a big software vendor. There is a middle path, and Yesberg has been living in it for the better part of a year.

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    46 分
  • The AI Demo Is Easy. The Rollout Gets Complicated. | Innovation Insights
    2026/10/15

    Building an accounting tool with AI is only the beginning of making it useful, secure, and sustainable.


    Innovation Insights
    With Donny Shimamoto and Byron Patrick
    Center for Accounting Transformation

    An accountant builds a dashboard that pulls information from several systems. A proposal generator turns service selections into a polished PDF. A homemade utility eliminates a tedious step in the monthly close.

    Then comes the question that changes everything: How do I let my team use it?

    In this episode of Innovation Insights, Donny Shimamoto and Byron Patrick explore the distance between a promising personal tool and software an accounting team can depend on.

    • More Donny Shimamoto

    AI makes building easier, they say, but sharing, securing, supporting, and maintaining what you build requires a different level of preparation.

    For accountants eager to experiment with AI agents and “vibe coding” — using natural-language instructions to have AI generate code — the conversation offers both encouragement and a reality check.

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    42 分
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