CPA Trendlines

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Welcome to the YouTube home of CPA TRENDLINES (cpatrendlines.com). CPA Trendlines Research, from Bay Street Group LLC (BayStreetGroup.com), provides up-to-date market research, competitive intelligence, and advisory services for the tax, finance and accounting community.

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Alan Whitman: Breaking the Mold with PE Backing | Holistic Guide

Alan Whitman: Breaking the Mold with PE Backing | Holistic Guide CPA Trendlines

4 views - 3 hours ago

Why Happiness is Hard-Fought for High Achievers| ARC

Why Happiness is Hard-Fought for High Achievers| ARC CPA Trendlines

13 views - 3 days ago

AJ Johnson: New CPA Licensure Pathway Opens Doors to Talent | Gear Up for Growth

AJ Johnson: New CPA Licensure Pathway Opens Doors to Talent | Gear Up for Growth CPA Trendlines

14 views - 1 week ago

The Fastest Way to Lose Talent Is “Dick Leadership” | ARC

The Fastest Way to Lose Talent Is “Dick Leadership” | ARC CPA Trendlines

10 views - 1 week ago

Nick Pasquarosa: From Door-to-Door Bookkeeping to a 1,000-Client Cloud Firm | Holistic Guide

Nick Pasquarosa: From Door-to-Door Bookkeeping to a 1,000-Client Cloud Firm | Holistic Guide CPA Trendlines

12 views - 1 week ago

Jeremy Dubow: Raising the Bar for Talent | Big 4 Transparency

Jeremy Dubow: Raising the Bar for Talent | Big 4 Transparency CPA Trendlines

13 views - 2 weeks ago

Post-Holiday Fatigue Isn’t a Failure; It’s a Signal. | ARC

Post-Holiday Fatigue Isn’t a Failure; It’s a Signal. | ARC CPA Trendlines

7 views - 3 weeks ago

Jen Cryder: From Membership Model to Market Maker | Big 4 Transparency

Jen Cryder: From Membership Model to Market Maker | Big 4 Transparency CPA Trendlines

14 views - 3 weeks ago

Brannon Poe: What Private Equity Really Wants From CPA Firms | The Disruptors

Brannon Poe: What Private Equity Really Wants From CPA Firms | The Disruptors CPA Trendlines

15 views - 3 weeks ago

Neil Gordon: The Most Powerful Sentence You'll Learn | The Concierge CPA

Neil Gordon: The Most Powerful Sentence You'll Learn | The Concierge CPA CPA Trendlines

10 views - 3 weeks ago

Art Werner: Avoid Tax Surprises for Clients | Quick Tax Tip

Art Werner: Avoid Tax Surprises for Clients | Quick Tax Tip CPA Trendlines

3 views - 4 weeks ago

Visibility Is the New Accounting Authority | Accounting Voices

Visibility Is the New Accounting Authority | Accounting Voices CPA Trendlines

14 views - 4 weeks ago

Jan Lewis: Workforce Development Is the Next CPA Imperative | Gear Up For Growth

Jan Lewis: Workforce Development Is the Next CPA Imperative | Gear Up For Growth CPA Trendlines

19 views - 4 weeks ago

OCR, Research Bots and Meeting Assistants: What Actually Helps This Year? | ARC

OCR, Research Bots and Meeting Assistants: What Actually Helps This Year? | ARC CPA Trendlines

18 views - 1 month ago

Kristi Epp and Amber Schrock: Firms that Listen Keep Their People | MOVE Like This

Kristi Epp and Amber Schrock: Firms that Listen Keep Their People | MOVE Like This CPA Trendlines

55 views - 1 month ago

Blake Oliver: Build the Biz, Don't Run It | The Disruptors

Blake Oliver: Build the Biz, Don't Run It | The Disruptors CPA Trendlines

40 views - 1 month ago

Erika Wasserman: How to Have Better Conversations Around Money | Holistic Guide to Wealth Management

Erika Wasserman: How to Have Better Conversations Around Money | Holistic Guide to Wealth Management CPA Trendlines

17 views - 1 month ago

How Smaller Firms Can Outsmart the Big Four on AI | Accounting Voices

How Smaller Firms Can Outsmart the Big Four on AI | Accounting Voices CPA Trendlines

37 views - 1 month ago

Roman Kepczyk: Technology IS the New Business Model | Gear Up For Growth

Roman Kepczyk: Technology IS the New Business Model | Gear Up For Growth CPA Trendlines

21 views - 1 month ago

Return Season is the New Stress Test | ARC

Return Season is the New Stress Test | ARC CPA Trendlines

17 views - 1 month ago

Steve Blake and Owen Pryor: From a $550,000 Tax Bill to Near Zero | Big 4 Transparency

Steve Blake and Owen Pryor: From a $550,000 Tax Bill to Near Zero | Big 4 Transparency CPA Trendlines

11 views - 1 month ago

Erin Daiber: Succession Isn’t an Exit Plan—It’s a Growth Strategy | The Disruptors

Erin Daiber: Succession Isn’t an Exit Plan—It’s a Growth Strategy | The Disruptors CPA Trendlines

22 views - 1 month ago

Vardan Pogosian: The 831(b) Wake-Up Call: What Advisors Are Missing in Risk Management | The Conc...

Vardan Pogosian: The 831(b) Wake-Up Call: What Advisors Are Missing in Risk Management | The Conc... CPA Trendlines

16 views - 1 month ago

Why Most CAS Practices Stall—and What the Successful Ones Do Differently | It's Not Just the Numbers

Why Most CAS Practices Stall—and What the Successful Ones Do Differently | It's Not Just the Numbers CPA Trendlines

45 views - 1 month ago

AI Reveals Weak Firms Faster than it Helps Strong Ones | Accounting Voices

AI Reveals Weak Firms Faster than it Helps Strong Ones | Accounting Voices CPA Trendlines

25 views - 1 month ago

AI Exposes Weak Business Models | Gear Up For Growth

AI Exposes Weak Business Models | Gear Up For Growth CPA Trendlines

21 views - 1 month ago

Small Firms May Have the Biggest Advantage in 2026 | ARC

Small Firms May Have the Biggest Advantage in 2026 | ARC CPA Trendlines

18 views - 1 month ago

Change Fails in Silence | MOVE Like This

Change Fails in Silence | MOVE Like This CPA Trendlines

19 views - 1 month ago

Why Repeat Last Year’s Questions? | The Disruptors

Why Repeat Last Year’s Questions? | The Disruptors CPA Trendlines

3 views - 1 month ago

Student Loans After OBBBA: What Advisors Need to Know Now | Holistic Guide to Wealth Management

Student Loans After OBBBA: What Advisors Need to Know Now | Holistic Guide to Wealth Management CPA Trendlines

13 views - 1 month ago

The Hidden Friction Killing CAS Profitability | It's Not Just the Numbers

The Hidden Friction Killing CAS Profitability | It's Not Just the Numbers CPA Trendlines

15 views - 1 month ago

The Job Crisis Is a Myth; the Job Remix Is Not | Accounting Voices

The Job Crisis Is a Myth; the Job Remix Is Not | Accounting Voices CPA Trendlines

22 views - 1 month ago

Dunn: Time's the Wrong Growth Metric | Gear Up For Growth

Dunn: Time's the Wrong Growth Metric | Gear Up For Growth CPA Trendlines

12 views - 1 month ago

Mark Gallegos: HR1 Is Signed; the Advisory Clock Is Ticking | Big 4 Transparency

Mark Gallegos: HR1 Is Signed; the Advisory Clock Is Ticking | Big 4 Transparency CPA Trendlines

20 views - 1 month ago

Brenda Cannon: Busy Season is Self-Inflicted | The Disruptors

Brenda Cannon: Busy Season is Self-Inflicted | The Disruptors CPA Trendlines

34 views - 1 month ago

Aleksander Dyo: It's Not a Loophole; It's a Missed Opportunity | The Concierge CPA

Aleksander Dyo: It's Not a Loophole; It's a Missed Opportunity | The Concierge CPA CPA Trendlines

15 views - 1 month ago

Grunt Work Is Dead | It's Not Just the Numbers

Grunt Work Is Dead | It's Not Just the Numbers CPA Trendlines

10 views - 1 month ago

The Dark Side of AI No Firm Can Ignore | Accounting Voices

The Dark Side of AI No Firm Can Ignore | Accounting Voices CPA Trendlines

17 views - 1 month ago

AI's Already in Your Workflow...| It's Not Just the Numbers

AI's Already in Your Workflow...| It's Not Just the Numbers CPA Trendlines

8 views - 1 month ago

Lou Grassi: "How the Hell Did This All Happen?" | Gear Up For Growth

Lou Grassi: "How the Hell Did This All Happen?" | Gear Up For Growth CPA Trendlines

22 views - 1 month ago

Students Redefine "Career Readiness" | ARC - SLC

Students Redefine "Career Readiness" | ARC - SLC CPA Trendlines

12 views - 1 month ago

Rob Brown: Your Employer Brand is Talking Even if You Aren't | MOVE Like This CPA Trendlines

16 views - 1 month ago

Ashley Carroll: When One Person Can Break the Firm | The Disruptors

Ashley Carroll: When One Person Can Break the Firm | The Disruptors CPA Trendlines

12 views - 1 month ago

Phil Whitman: The New Era of CPA Firm Deals: Flexibility, Culture, and the Rise of “31 Flavors” |...

Phil Whitman: The New Era of CPA Firm Deals: Flexibility, Culture, and the Rise of “31 Flavors” |... CPA Trendlines

16 views - 2 months ago

Being Good at the Job Is No Longer Enough | Accounting Voices

Being Good at the Job Is No Longer Enough | Accounting Voices CPA Trendlines

6 views - 2 months ago

Megan Leesley: Think Your Clients Won't Pay More? Think Again | Gear Up For Growth

Megan Leesley: Think Your Clients Won't Pay More? Think Again | Gear Up For Growth CPA Trendlines

11 views - 2 months ago

Downgraded: What the DOE Just Said About Accounting | ARC

Downgraded: What the DOE Just Said About Accounting | ARC CPA Trendlines

11 views - 2 months ago

Kimi Green: Why Clients Quit You | Big 4 Transparency

Kimi Green: Why Clients Quit You | Big 4 Transparency CPA Trendlines

8 views - 2 months ago

Matt Rampe: Building a Roadmap when the Road Doesn't Exist | The Disruptors

Matt Rampe: Building a Roadmap when the Road Doesn't Exist | The Disruptors CPA Trendlines

14 views - 2 months ago

Acen Hansen: You’re Not Too Rich for a Backdoor Roth | The Concierge CPA

Acen Hansen: You’re Not Too Rich for a Backdoor Roth | The Concierge CPA CPA Trendlines

12 views - 2 months ago

The "LBD" of Tech Stacks: Why Simplicity & Standardization Still Win | It's Not Just the Numbers

The "LBD" of Tech Stacks: Why Simplicity & Standardization Still Win | It's Not Just the Numbers CPA Trendlines

13 views - 2 months ago

5 Ways Accounting Pros Turn Events into Real ROI | Accounting Influencers

5 Ways Accounting Pros Turn Events into Real ROI | Accounting Influencers CPA Trendlines

11 views - 2 months ago

Ron Baker: Transformation Economy Will Redefine Accounting | Gear Up For Growth

Ron Baker: Transformation Economy Will Redefine Accounting | Gear Up For Growth CPA Trendlines

15 views - 2 months ago

ZeNai Savage: Using Your License as a Megaphone | ARC - SLC

ZeNai Savage: Using Your License as a Megaphone | ARC - SLC CPA Trendlines

13 views - 2 months ago

1099 Chaos Averted? | Quick Tax Tip

1099 Chaos Averted? | Quick Tax Tip CPA Trendlines

1 views - 2 months ago

Kathryn Horton: Burnout Isn’t Inevitable in Audit | The Disruptors

Kathryn Horton: Burnout Isn’t Inevitable in Audit | The Disruptors CPA Trendlines

7 views - 2 months ago

Dr. Sean Stein Smith: Blockchain, AI, and the Future of Advisory | Holistic Guide to Wealth Manag...

Dr. Sean Stein Smith: Blockchain, AI, and the Future of Advisory | Holistic Guide to Wealth Manag... CPA Trendlines

8 views - 2 months ago

The CAS Bottleneck No One Talks About | It's Not Just the Numbers

The CAS Bottleneck No One Talks About | It's Not Just the Numbers CPA Trendlines

16 views - 2 months ago

PE Pushes Partners Toward Digital Extinction | Accounting Influencers

PE Pushes Partners Toward Digital Extinction | Accounting Influencers CPA Trendlines

10 views - 2 months ago

Meihaus: The Courage to Say "Enough" at the Top | Gear Up For Growth

Meihaus: The Courage to Say "Enough" at the Top | Gear Up For Growth CPA Trendlines

6 views - 2 months ago