Best Cpafirm Podcasts (2025)

1
CPA Life Rewind: Getting Your Time Back and Making More 47:16

6h ago47:16

47:16

CPA Life Rewind features accounting firm coach Geraldine Carter this week, as we look back on the highlights of her two-part conversation with John Randolph on Episode 73. With a background in engineering, Geraldine’s experience in founding her own business led her to realize the challenges many CPAs face as business owners themselves. She talks ab…

1
Mentors Count: Empowering Emerging Accountants 31:55

17d ago31:55

31:55

CPA Life welcomes Yuri Kapilovich, #TheFunCPA, back to the podcast to talk to host John Randolph about his newly created Mentors Count community. The managing partner of Kapilovich & Associates, Yuri saw the need for mentors in public accounting due to the decline of available time and the pipeline problem within the industry, so he founded Mentors…

1
The Future of Client Relationships 26:37

26d ago26:37

26:37

Summary In this episode, Mo Arbas and Paul Miller discuss the recent Partner Summit and the evolving landscape of advisory services in the accounting industry. They reflect on the challenges firms face, including pricing strategies, client relationships, and the impact of AI. The conversation emphasizes the importance of understanding client perspe…

1
Breaking Tradition and Going Modern 42:25

1M ago42:25

42:25

John Randolph sits down with Joy Lutz, founder and CEO of Aligned CPA in Lake City, Florida, on Episode 71 of CPA Life. Joy has been “right behind the trailblazers” in the profession as she’s grown her firm from two to eight employees within the past four years, and the knowledge and experience she’s gained are keys to this discussion. Joy has plac…

1
Beyond the Numbers: Elevating CPA Practices with Wealth Management and Advisory Services 26:38

1M ago26:38

26:38

Summary In this episode, Mo Arbas and Paul Miller engage with Trisha Floyd, a CPA firm owner, discussing her journey in transitioning from traditional accounting to advisory services. Trisha shares insights on the importance of client education, building trust, and the integration of wealth management into CPA practices. The conversation highlights…

1
A Modern Mindset: Building for the Future 35:16

2M ago35:16

35:16

Matt Patrick, the president and founder of Patrick Accounting and Whirks, has felt called to entrepreneurship since a remarkable sequence of events that occurred early on in his initially very traditional career. He joins John Randolph on Episode 70 of CPA Life to discuss the vision he’s executed to build a modern, efficient, people-centric account…

1
The Evolution of Client Relationships in Advisory 26:11

2M ago26:11

26:11

Summary In this conversation, Mo Arbas and Paul Miller discuss the evolving landscape of advisory services in the accounting and tax industry. They reflect on their recent experiences at a conference, the importance of understanding what advisory truly means, and the challenges firms face in delivering value to clients. The discussion highlights th…

1
Launch Your Firm: Empowering CPAs 44:04

2M ago44:04

44:04

Ronnie Withaeger’s journey in Accounting has led him to currently running five businesses, including a sauna, and he talks to John Randolph about doing things his way on Episode 69 of CPA Life. The owner and founder of Ronald Withaeger CPA in Las Vegas, Ronnie started his career at a traditional firm but ultimately established his own practice focu…

1
The Intersection of Wealth Management and Tax Planning 33:44

2M ago33:44

33:44

Summary In this episode, Mo Arbas and Paul Miller engage with Michael Foguth, a prominent figure in the financial services industry. They discuss Michael's journey into financial services, the importance of tax planning, current trends in wealth management, and the role of AI in enhancing client relationships. The conversation emphasizes the need f…

1
Going Remote and Building Success 41:31

3M ago41:31

41:31

John Randolph dives deep into a discussion on reshaping the public accounting space with Chris Williams, owner and CEO of System Six, on Episode 68 of CPA Life. A remote, cloud-based accounting firm, System Six’s culture-driven, employee-focused environment serves as a model for balancing employees' professional growth with their personal lives. Th…

1
The Challenge of Balancing Technology and Client Needs 27:52

3M ago27:52

27:52

Summary In this conversation, Mo Arbas and Paul Miller discuss the complexities of client management in the advisory sector, emphasizing the importance of proactive engagement and understanding the annual client cycle. They explore the challenges of balancing technology with client needs, the significance of routine communication, and the necessity…

1
The Talent Equation: Finding that Missing Potential 25:50

3M ago25:50

25:50

John Randolph concludes his conversation with Rob Brown of Accounting Influencers on Episode 67 of CPA Life. Focusing on talent and leadership in accounting from multiple perspectives, they delve into the need for entrepreneurial spirit, and the importance of taking risks and overcoming the fear of judgment. They analyze the pandemic-induced shift …

1
Retelling Accounting’s Story: An Eye on the Profession 28:21

3M ago28:21

28:21

Join John Randolph for part 1 of his special two part interview with Rob Brown, the founder of Accounting Influencers, on Episode 66 of CPA Life. The concept of “story” figures heavily into their conversation about talent in the profession, highlighting the value of both personal and employer branding to drive better outcomes. Rob looks at the role…

1
Evolving Client Engagements & Meetings 25:40

3M ago25:40

25:40

In this conversation, Mo and Paul discuss the challenges of navigating tax season, the evolving nature of client engagements, and the generational shifts in client expectations. They explore the role of meetings in client relationships, emphasizing the need for effective communication and understanding client dynamics. The discussion highlights the…

1
Behind the Recruiting Curtain: A Deep Dive with John, Rachel and Marcus 55:54

4M ago55:54

55:54

Episode 65 of CPA Life is a particularly special episode—a re-broadcast of John Randolph’s appearance on Who's Really The BOSS with Rachel and Marcus Dillon of Dillon Business Advisors! In this collaboration, John shares insights into the recruiting landscape in public accounting from his perspective as Principal at Benaiah Consulting, delving into…

1
The Future of Advisory Services: Embracing AI 25:30

4M ago25:30

25:30

In this episode, Mo and Paul discuss the evolving landscape of advisory services in the context of AI and technology. They explore how AI tools like ChatGPT are being integrated into client interactions, the importance of maintaining a human element in advisory roles, and the future implications for professionals in the industry. The conversation h…

1
Opportunities and Challenges: Accounting's Evolving Landscape 32:11

4M ago32:11

32:11

John Randolph concludes his conversation with Allan Fisher of Premier Financial Search on Episode 64 of CPA Life. Delving into the evolving dynamics of the accounting profession, the two discuss how the competitive landscape has expanded beyond local firms to national competition, the advantage boutique firms have had as that landscape changed, and…

1
Why Should I Reset a Relationship? 31:07

4M ago31:07

31:07

Paul and Mo discuss how important it is to reset a client relationship and provide tips on how to do that on a regular basis.

1
Redefining Recruitment: A Progressive Approach 27:21

4M ago27:21

27:21

Host John Randolph kicks off a special two part conversation with Allan Fisher, president and founder of Premier Financial Search, on Episode 63 of CPA Life. Continuing the theme of recruiting in the profession, they explore the ongoing transformation in public accounting, focusing on building a sustainable, people-centric work culture. Allan’s “un…

1
2025 Kickoff! 22:08

5M ago22:08

22:08

Paul and Mo are back to check on the pulse of the practice!

1
The Talent Game: Recruiting Right 39:12

5M ago39:12

39:12

John Randolph delves into the evolving landscape of recruiting in public accounting with Kerry Billington, Managing Partner at Spartan Placements, on Episode 62 of CPA Life. Kicking off a month-long series focused on perspectives in the recruiting space, their conversation highlights the significance of culture, flexible work environments, and the …

1
Making an Impact on Clients and the Community 33:00

5M ago33:00

33:00

The concluding part two of John Randolph’s conversation with Chris Johnson awaits on this special Episode 61 of CPA Life. Expanding his thoughts on accountability and “extreme ownership,” Chris discusses the challenges inherent in self-reflection and holding oneself and one’s firm to a higher standard. Given the significance of not tolerating poor …

1
Redefining What Accounting Success Means 30:05

6M ago30:05

30:05

Continuing the momentum of the new Season 3 of CPA Life is this special two part conversation between John Randolph and Chris Johnson, CEO of CJ CPAs in San Antonio, Texas. Chris started his career in a way typical of many accounting professionals, with a spell in the Big Four and with a local firm before being presented with an unusual opportunity…

1
Flexibility, Growth and Trends: Season 3 Kickoff, Part 2 32:11

6M ago32:11

32:11

We return to part two of our special 2025 kickoff Episode 58 of CPA Life as John Randolph “switches sides” to be interviewed by producer Justin Grant. Focusing on evolving definitions of career success and the need for firms to offer flexible, individualized opportunities to retain talent, John goes deeper in exploring the impact of remote work, it…

1
Fears, Frustrations and the Future: Season 3 Kickoff, Part 1 29:32

6M ago29:32

29:32

John Randolph “sits on the other side of the studio” on this special two-part Season 3 kickoff episode of CPA Life. With hosting duties accounted for by producer Justin Grant of ProfessionalProductions.net, John delves into the challenges firms will face in 2025 and beyond, such as losing key talent, increased competition and specialization in the …

1
CPA Life Rewind: Transform Public Accounting with Ron Baker 44:46

7M ago44:46

44:46

Season’s Greetings from CPA Life! Today, we look back at one of John Randolph’s most impactful conversations of 2024, where he was joined by accounting legend Ron Baker of VeraSage. The two delved deep into the groundbreaking topics of value and subscription-based pricing and client advisory services. The author of eight books, Ron’s extensive writ…

1
A Year in Review 26:01

7M ago26:01

26:01

It's bittersweet moment as Paul and Mo reflect on key moments this year and what they're looking forward to in 2025.

1
Go Full Send on Your Accounting Journey 43:11

7M ago43:11

43:11

John Randolph sits down with Roman Villard, co-founder of Full Send Finance, on Episode 56 of CPA Life. Sharing his journey from finance major to starting his own firm, Roman emphasizes the importance of a culture-forward approach and how that has helped Full Send shoot out of the blocks, growing from zero to 12 full-time employees in just over two…

1
Are Your Ready to Advise? 12:22

7M ago12:22

12:22

Paul and Mo discuss the new AI-powered tech with Ready to Advise during Thomson Reuters SYNERGY.

1
What does the number 200 mean? 10:12

8M ago10:12

10:12

Mo surprises Paul with a special Pulse of the Practice Anniversary announcement.

1
A Pioneer in Public Accounting: Looking Forward 38:35

8M ago38:35

38:35

Join host John Randolph on Episode 55 of CPA Life, as he talks to James Rainwater, founder of RainwaterCPA, about his journey and unique approach to public accounting. James discusses his non-traditional career path, how he ultimately discovered he prefers the public accounting space over private, and the evolution of his fully remote firm, which i…

1
From Tradition to Transformation: Catalyzing Growth 45:21

8M ago45:21

45:21

Eric Joern started his accounting career at James Hamlin & Co., a traditional firm founded in the 1960s in Antioch, Illinois, right out of college. He joins John Randolph on Episode 54 of CPA Life to talk about his role in transforming that firm into Kaizen CPAs and Advisors, where he now serves as partner. Doing away with traditional CPA practices…

1
Breaking Boundaries: From Firm to Freedom 44:52

9M ago44:52

44:52

John Randolph talks with Kelly Rohrs, owner and founder of Kelly A. Rohrs CPA, who shares her journey to building a sustainable and flexible accounting firm, on Episode 53 of CPA Life. Having been recognized by CPA Practice Advisors on their Top 40 Under 40 list, Kelly discusses her transition from a traditional firm to launching her own practice a…

1
Fair Pay in Accounting: Tracking the Data 36:12

9M ago36:12

36:12

Dominic Piscopo’s journey in accounting started at a Big Four firm in Canada, where he discovered his firm was paying its employees well below the average in his area. He talks to John Randolph on Episode 52 of CPA Life about how that experience, among others, led to him launching Big 4 Transparency, a platform which tracks salary data in the profe…

1
SafeSend 23:31

10M ago23:31

23:31

Paul and Mo are joined by Adrian Johnson, Chief Product Officer with SafeSend. They discuss how the use of technology has helped many firms address challenges within their workflow, both on the front-end and on the back-end, and how this is an ongoing evolution and growth.

1
Modern Accounting Challenges: Tech and the Human Element 24:51

10M ago24:51

24:51

Chris Papin returns to CPA Life’s Episode 51 for Part 2 of his conversation with host John Randolph. Their discussion shifts focus towards effective communication, training, and adapting to new technologies in accounting firms. Touching on the challenge inherent in teaching communication skills in a technical field like accounting, Chris stresses t…

1
BDO Alliance USA 26:26

10M ago26:26

26:26

Paul and Mo are joined by Michael Horwitz, Executive Director of BDO Alliance USA. They discuss recent trends in the profession, challenges, and opportunities.

1
Technology and Flexibility: Keys to the Profession 28:01

10M ago28:01

28:01

CPA Life’s 50 episode milestone marks the beginning of a conversation between John Randolph and Chris Papin, owner and founder of Papin CPA in Edmond, Oklahoma. Discussing the transition from traditional to modern CPA practices, Chris prioritizes sustainability, employee well-being, and client needs. He shares insights into his firm's growth, innov…

1
Evaluating Relationships 26:02

10M ago26:02

26:02

Paul and Mo have a casual conversation about tax deadline, challenging relationships, evaluating and grading those relationships, and how to communicate scope changes to clients.

1
Culture, Content and Compensation: Driving Success 22:42

10M ago22:42

22:42

Veteran accounting journalist and consultant Seth Feinberg rejoins John Randolph for part two of their conversation on Episode 49 of CPA Life. They pick back up on the closing theme of the first episode, that accounting’s image problem is largely self-made, and changes need to be made to solve the pipeline issues and other pressing matters within t…

1
Beyond the Tax Return 26:02

10M ago26:02

26:02

In this week's episode, Paul and Mo are joined by Brady Lievens, Chief Revenue Officer with Protection Plus. They discuss notices and audits and how Protection Plus partners with, and offers Tax and Accounting firms defense services.

1
Back to School! 25:32

11M ago25:32

25:32

In this week's episode, Mo goes back in time.. into the school days, and asks Paul about student loans and tax and planning stragies.

1
Going Beyond the Numbers 24:22

11M ago24:22

24:22

Seth Fineberg spent more than 20 years as an accounting journalist before founding Accountants Forward and consulting with professionals looking to improve their firm and career prospects. He and host John Randolph engage in part one of a dynamic conversation on Episode 48 of CPA Life, centered around going beyond raw numbers and looking at the rea…

1
The Power of Intentionality 29:53

11M ago29:53

29:53

Part 2 of John Randolph’s special episode featuring Jeremy Clopton and Heath Alloway of Upstream Academy and the Upstream Leader Podcast continues on CPA Life, as the trio pick up their discussion of intentionality, a theme which runs through so many threads in the accounting profession. Intentionality is central to their discussions about creating…

1
A Firm's Acquistions and a Leader's Coaching Mindset 22:17

11M ago22:17

22:17

Paul and Mo are joined by Thomas J (TJ) Sabotka, Managing Partner of O'Brien Shortle Reynolds & Sabotka, PC. TJ shares his firm's journey, acquisitions, and how being the leader of change and having a coaching mindset are both important contributors to his success.

1
Leadership and Innovation in the Profession 31:47

11M ago31:47

31:47

Jeremy Clopton and Heath Alloway of Upstream Academy and The Upstream Leader Podcast join host John Randolph to discuss innovation and sustainable careers in public accounting on Episode 46, part one of a special two part episode. As influential thought leaders with more than a quarter of a century of accounting experience between them, Jeremy and …

1
A Progessive Firm's Perspective 32:25

11M ago32:25

32:25

In this week's episode, Paul and Mo are joined by Tim Petrey, the CEO of HD Growth Partners. They have a discussion around the challenges and opportunities in the past, the current, and the future accounting firm.

1
Live from 2024 Advisory Symposium 1:02:38

12M ago1:02:38

1:02:38

Paul and Mo go LIVE from Carlsbad, CA during the Thomson Reuters annual Advisory Symposium, interacting with a live audience for the first time, and bringing them an exciting conversation with Tom Hood, CPA, CITP, CGMA. Tom is currently the EVP Business Growth & Engagement for AICPA-CIMA and the Business Learning Institute. He was named in the top …

1
Employee Experience and Private Equity: Navigating Change 45:51

12M ago45:51

45:51

Episode 45 of the CPA Life Podcast features Anshul Chawla, Director of Corporate Development at Chawla & Chawla, PC, in conversation with John Randolph about his journey through public accounting and private equity. From working at Big Four firms and a private equity firm to returning to his family-run CPA firm having gained experience there as a c…

1
Guilty Feelings 30:05

12M ago30:05

30:05

To guilt or not to guilt! In this week's episode, Paul and Mo have a discussion on a specific prospective client situation, and the conflict between the feeling of guilt and the right time to say No.

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