Best Future Focused Admin Podcasts (2025)

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Crosby, Johnston: A Human-First, Tech-Forward Future | Holistic Guide to Wealth Management 47:55

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9h ago47:55

47:55

Research shows that money activates more areas of the brain than sex, death, politics, or religion. By Rory Henry CFP®, BFA™ For CPA Trendlines A recent McKinsey study found that the demand for holistic financial advice increased 60% from 2018 to 2023. Meanwhile, another McKinsey study projected a shortage of 100,000 financial advisors by 2034. Tha…

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Go PRO: Get full sitewide access with today's best offer 1:19

4h ago1:19

1:19

Attention CPAs and accounting pros! Are you ready to take your practice to the next level? Then it’s time to upgrade to CPA Trendlines PRO Membership—your all-access pass to premium insights, strategies, and tools designed just for YOU! See today 's best PRO offers here. Get exclusive access – Over 10,000 articles, tools, and expert guidance—keepin…

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Reza Hooda: Model a 7-Figure Firm in 10Hrs/Week | The Concierge CPA 34:17

5h ago34:17

34:17

Building a firm should provide time, money, and freedom. The Concierge CPA With Jackie Meyer For CPA Trendlines In this conversation, Dr. Jackie Meyer, CPA and Reza Hooda, Coach & Mentor to Accountants with The Profitable Accountants Community, discuss the transformative journey of Hooda from a traditional accounting background to modernizing his p…

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907. Q&AF: Overcoming Self-Doubt, Staying Sober In Business & Keeping Business When Relocating 1:02:37

4h ago1:02:37

1:02:37

On today’s episode, Andy answers live call-in questions on how to overcome self-doubt when you feel like you’re never doing enough, how to stay sober while growing a business, and how to keep finding customers when relocating to a new state.

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High Performance - Building A Learning Culture 28:58

16h ago28:58

28:58

Lucinda discusses the importance of cultivating a learning culture within organisations, emphasising that learning should be embedded in every aspect of organisational life rather than limited to traditional training courses. Drawing on insights from industry experts, the episode explores the concept of psychological safety and its role in fosterin…

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Remote Medical Assistants: The Future of Healthcare Work 3:42

1d ago3:42

3:42

In this episode, we’re diving deep into the essential and evolving role of medical assistants, especially in today’s tech-driven, post-pandemic healthcare landscape. Whether they’re in-clinic or remote, medical assistants are the unsung heroes keeping practices running—from scheduling and billing to virtual patient care. Learn how remote roles are …

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Deal or No Deal? The P.E. Dilemma for Firms | Accounting Influencers 23:55

2d ago23:55

23:55

Leaders must decide whether to follow the money—or protect their independence. Accounting Influencers With Rob Brown In a striking shift that’s redefining the accounting profession, private equity is no longer circling—it’s landed. On a recent episode of the Accounting Influencers Podcast, host Rob Brown breaks down what might be the most transform…

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906. Andy & DJ CTI: Trump Arrives In Kerrville, Texas Following Fatal Floods, Immigration Operation At California Cannabis Farms & Rep. Crockett Slammed For Calling GOP 'Inherently Violent' 1:46:42

2d ago1:46:42

1:46:42

On today's episode, Andy & DJ discuss President Trump and First Lady arriving in Kerrville, Texas, following the fatal floods, the immigration operation at a California cannabis farm leading to a clash between federal agents and protesters, and Rep. Jasmine Crockett slammed for calling the GOP 'inherently violent.'…

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Virtual Assistant Medical Solutions: Less Admin, More Care 3:16

3d ago3:16

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Are you drowning in clinic admin work and craving more time for patients? This episode dives into the game-changing world of virtual assistant medical services. Learn how trained professionals can remotely handle your calls, appointments, insurance verifications, and even live scribing. Whether you’re a physician, clinic manager, or front desk staf…

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905. Andy & DJ CTI: Federal Judge Blocks Trump's Birthright Citizenship Ban, Grok Added To Tesla Cars & Brigitte Macron Accusers Cleared Of Defamation 1:46:50

3d ago1:46:50

1:46:50

On today's episode, Andy & DJ discuss the Federal judge who blocked Trump's birthright citizenship ban for all infants, Elon Musk saying AI chatbot Grok will be added to Tesla cars by next week, and the Women who claimed Brigitte Macron was born a man being cleared of defamation.

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Kristen Lewis: Growth Strategy that Actually Works | Capstone Conversations 29:48

3d ago29:48

29:48

To turn disruption into opportunities, get marketers to the table "early and often." Capstone Conversations By Jean Caragher For CPA Trendlines Kristen Lewis, Managing Director of Marketing for EisnerAmper and the 2025 Association for Accounting Marketing (AAM) Marketer of the Year, joins Jean Caragher on Capstone Conversations to share lessons fro…

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Why You Need an Online Medical Receptionist Now 3:38

4d ago3:38

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In this episode, we dive into the rising demand for the online medical receptionist and why healthcare providers across the country are making the switch. From managing calls and confirming appointments to verifying insurance and reducing no-shows, this virtual support role is reshaping front desk operations for medical practices. If you've ever fe…

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More Admins, Fewer Students, No Plan | ARC 36:29

4d ago36:29

36:29

Hosts call out the fiscal dysfunction behind America’s school meltdown. Accounting ARC With Byron Patrick, and Donny Shimamoto When CNBC published a video examining why U.S. public schools are facing severe budget shortfalls, it sparked a passionate accounting conversation. On the Accounting ARC podcast, co-hosts Donny Shimamoto, CPA.CITP, CGMA, an…

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How Medical Virtual Assistants Save Doctors Time 3:01

5d ago3:01

3:01

If you’re a provider overwhelmed with charts, patient calls, and EMR documentation, this episode is your lifeline. We dive into how Medical Virtual Assistants are transforming healthcare practices by taking administrative overload off providers’ plates. From appointment scheduling and insurance verification to EMR note-taking and referral coordinat…

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Art Werner: Use This Window Wisely | Quick Tax Tip 2:30

5d ago2:30

2:30

...Before year-end chaos returns... Quick Tax Tip With Art Werner CPE Today Busy season is behind us. Year-end reporting deadlines haven’t hit yet. That makes right now the sweet spot for strategic client outreach—and tax professionals shouldn’t waste a second of it. Click here for more Art Werner In the latest episode of the Quick Tax Tip podcast,…

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BPM CEO Jim Wallace: Cracking the Code on Inclusion | MOVE Like This 44:03

5d ago44:03

44:03

“You can have inclusion without belonging, but it’s not going to stick. People need to feel they matter.” MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines In this episode of MOVE Like This, host Bonnie Buol Ruszczyk talks with Jim Wallace, CEO of BPM, about how the firm has embedded diversity, equity, inclusion, and belonging (DEIB) into…

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Cardiologist Medical Virtual Scribe Benefits 3:20

6d ago3:20

3:20

In this episode, we dive into the real-world benefits of hiring a cardiologist medical virtual scribe. If you’re tired of after-hours charting and endless EHR clicks, this one’s for you. Discover how trained virtual scribes with cardiology expertise can dramatically improve your workflow, reduce burnout, and restore your patient focus. We’ll explor…

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Yoss: You Need a REAL Data Backup Plan - Right Now | Quick Tech Talks 2:05

6d ago2:05

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A brief disruption could cost you thousands. A complete failure could cost you everything. Quick Tech Talk With Steve Yoss CPE Today In the digital era, your data is your most valuable asset. Whether you're serving clients, analyzing operations, or simply keeping your business afloat, uninterrupted access to accurate data is essential. But what hap…

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904. Andy & DJ CTI: Massive Search For Survivors After Deadly Texas Floods, Epstein Didn't Have A 'Client List' & Nelly Purchases National Thoroughbred Team 1:42:13

6d ago1:42:13

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On today's episode, Andy & DJ discuss the massive search for survivors after the deadly Texas floods with more rain coming, the DOJ and FBI saying that Jeffrey Epstein didn't have a 'client list', and rapper Nelly purchasing a National Thoroughbred team and moving them to St. Louis.

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Jackie Meyer: Tax Planning in 90 Seconds? Believe It | The Disruptors 45:27

6d ago45:27

45:27

Boundaries, balance, and tech-powered efficiency are key to more fulfilling work. The Disruptors With Liz Farr Jackie Meyer envisions a future where every taxpayer “has some kind of democratized access to tax-saving ideas.” Those on the lower end of the income spectrum might be able to upload their 1040s for an instant readout of missed tax saving …

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DiJoseph and Mazabel: Estate Planning Is the New Advisory Service Power Play | Holistic Guide to Wealth Management 47:04

7d ago47:04

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Connecting the dots between behavior, legacy, and tax strategy unlocks greater trust—and stronger returns—for clients. By Rory Henry CFP®, BFA™ For CPA Trendlines In today’s evolving advice landscape, being an expert in investment portfolios or tax returns is just table stakes. To stand out in a crowded field, you must be able to think at least two…

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Chris Papin: A Bold Blueprint for the Modern Firm | The Concierge CPA 30:04

7d ago30:04

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This interdisciplinary approach offers a glimpse into the future of the accounting profession. The Concierge CPA With Jackie Meyer For CPA Trendlines In this episode of The Concierge CPA, host Jackie Meyer introduces an extraordinary guest who truly embodies the term concierge advisor. Meet Chris Papin—CPA, attorney, insurance producer, and all-aro…

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903. Q&AF: Setting Boundaries, Getting Over Guilt & Developing The Skill Of Patience 1:01:34

7d ago1:01:34

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On today’s episode, Andy answers live call-in questions on how to set boundaries with other driven people, what are some good ways to let go of guilt from your past, and how to build patience as you push for success.

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Simplify HR with DocVA's PEO for Healthcare Practices 3:02

10d ago3:02

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In this episode, we dive into how the DocVA Professional Employment Organization helps busy healthcare providers reclaim their time and sanity. If HR tasks like payroll, benefits, and compliance are draining your energy, you’re not alone. We explore how DocVA’s healthcare-specific PEO solution lifts the administrative burden off your shoulders so y…

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Nick Huber: From Noise to Noteworthy | Accounting Influencers 25:31

9d ago25:31

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Ditch bland blogs and craft content that actually converts. Accounting Influencers With Rob Brown In this Accounting Influencers episode, Nick Huber—former Financial Times journalist and expert in content strategy—calls out the elephant in the accounting marketing room: most firm content is forgettable. But it doesn’t have to be. More Accounting In…

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Kimberly Ellison-Taylor: Why Small Firms Hold the Key to Accounting’s Talent Crisis | Gear Up For Growth 35:10

10d ago35:10

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They're not leaving the firm. They're leaving you. Gear Up for Growth With Jean Caragher For CPA Trendlines What’s driving talent out of accounting firms? According to Kimberly Ellison-Taylor, CPA, CGMA, CITP, CISA, everything from outdated leadership to untold success stories is pushing promising professionals away. In this episode of Gear Up for …

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Why DocVA Medical Call Center Is a Game Changer 3:09

11d ago3:09

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Tired of your front desk drowning in nonstop calls? In this episode, we dive into how the DocVA Medical Call Center is transforming patient communication for busy practices. Discover why missed calls are costing you more than you think and how DocVA steps in to keep everything running smoothly. From 24/7 coverage to bilingual support and seamless E…

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The Hidden Reason You're Exhausted | ARC 38:42

11d ago38:42

38:42

Discover the link between triggers, burnout, and the power of saying “not right now.” Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Let’s be honest: the accounting profession isn’t exactly known for work-life balance. Long hours, tax season sprints, and "just one more thing" emails can leave …

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902. Andy & DJ CTI: Sean 'Diddy' Combs Verdict, The One Big Beautiful Bill & Trump To Visit 'Alligator Alcatraz' For Grand Opening 1:48:30

11d ago1:48:30

1:48:30

On today's episode, Andy & DJ discuss the Sean 'Diddy' Combs verdict as the mogul is acquitted on sex trafficking charges and convicted on prostitution counts, the US Senate's final push to pass Trump's spending bill, and Trump set to visit 'Alligator Alcatraz' for the grand opening.

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Hannah Munro: Real Reasons Change Fails | Accounting Influencers 31:33

12d ago31:33

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From unclear goals to digital missteps, this episode outlines what it takes to transform with confidence. Accounting Influencers With Rob Brown Change isn’t slowing down. It’s speeding up. And according to Hannah Munro, that’s precisely why finance professionals can’t afford to treat transformation as a one-time event. More Accounting Influencers w…

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901. Championship Mindset Ft. Ryan Hardwick: 24h Le Mans Winner 2:06:30

13d ago2:06:30

2:06:30

On today’s episode, Andy and DJ are joined in the studio by 1st Phorm Elite Athlete Ryan Hardwick, who is best known for his victories at the 24 Hour Le Mans, Rolex 24 at Daytona, and the 12 Hour Sebring. They dive deep into Ryan’s early life and the path that led him to become a professional race car driver, his entrepreneurial journey that parall…

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Chris Vanover: Audit, Rebranded: Now with 100% Less Misery | The Disruptors 49:53

13d ago49:53

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CPAClub is doing what few dared: killing the billable hour, shrinking the workweek, and proving that audit doesn’t have to suck. The Disruptors With Liz Farr Public accounting has long had a reputation for being slow to change, but in the world of audit, that pace has been glacial. Chris Vanover, CPA, founder and president of CPAClub (formerly Audi…

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900. Q&AF: Handling Major Setbacks, Finding Your Mission & Workplace Troubleshooting 55:20

14d ago55:20

55:20

On today’s episode, Andy answers live call-in questions on how to keep your momentum going when you face a major setback in life, what’s the best way to find your mission when you hit a ceiling in your profession, and handling a tough call at work when your team cuts corners and things go wrong.

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High Performance - How Non-Financial Rewards Drive Employee Engagement and Performance 33:41

15d ago33:41

33:41

Lucinda studies the topic of "Reward for Performance: What Really Works?" as part of our high-performance series. She explores the multifaceted nature of rewards, emphasising that while monetary compensation is often the first thought, it is not the only—or necessarily the most effective—motivator for high performance. The discussion covers the imp…

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Johnston: Private Equity, Shady Vendors, and Broken Software | Accounting Influencers 23:28

16d ago23:28

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"We've got a real problem. And no easy fix." Accounting Influencers With Rob Brown The accounting profession is undergoing a seismic shift—and not all of it bodes well for those who value independence, innovation, or client service. In this episode of Accounting Influencers, veteran tech strategist Randy Johnston, shareholder at K2 Enterprises, rev…

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899. Andy, Eli Wehbe & DJ CTI: Liver King Freed After Threatening Joe Rogan, NYC Mayor Adams Announces Re-Election Bid After Mamdani Wins Dem Primary, & Caitlin Clark May Be Finished 1:44:07

17d ago1:44:07

1:44:07

On today's episode, Andy and DJ are joined in the studio by ultra-endurance athlete and author Eli Wehbe. They discuss the Liver King being freed after threatening Joe Rogan, NYC Mayor Eric Adams announcing his re-election bid following Mamdani’s win in the Democratic primary, and whether Caitlin Clark may be finished after enduring a year and a ha…

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Anshul Agrawal: Gain a Competitive Edge Through Direct Ownership Offshoring | Gear Up For Growth 35:54

17d ago35:54

35:54

Get more control, greater flexibility, and a path to smarter growth. Gear Up for Growth With Jean Caragher For CPA Trendlines In this episode of Gear Up for Growth, powered by CPA Trendlines, Anshul Agrawal, founder of June15 Consulting, shares how direct ownership offshoring is helping CPA firms unlock long-term value and sharpen their competitive…

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What Career Advice Gets Wrong for Gen Z—and How to Fix It | ARC 51:27

18d ago51:27

51:27

Learn why today’s students want more than titles—and how employers should respond. Accounting ARC With Arpan Grewal and Harshita Multani Center for Accounting Transformation Accounting ARC: Student-Led Conversations isn’t just another student podcast—it’s a cross-generational wake-up call. In this episode, business students Arpan Grewal and Harshit…

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Embrace the Machines | Accounting Influencers 11:48

19d ago11:48

11:48

Forward-thinking firms transform disruption into dominance. Accounting Influencers With Rob Brown In a profession built on precision, trust, and timeless principles, a disruptive force has arrived—and it’s not just another regulation. It’s technology. Automation, AI, and machine learning are redefining accounting at a rapid pace, sparking a pressin…

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Angela Oakley: Strengths-Based Coaching Fuels Engagement | MOVE Like This 28:52

19d ago28:52

28:52

“When people see their strengths clearly for the first time, they feel seen, and that changes everything.” MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines At Clark Nuber, developing talent is more than a bullet point on a strategic plan; it's woven into the fabric of how the firm operates. Angela Oakley, director of the firm’s Talent Ad…

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898. Andy & DJ CTI: Trump Lashes Out At Israel And Iran Amid Ceasefire Violations, NYC Mayoral Results May Take Time & Jury Orders Man To Pay $500K For Assualting Police Offer 1:37:02

19d ago1:37:02

1:37:02

On today's episode, Andy & DJ discuss President Donald Trump lashing out at Israel and Iran amid their ceasefire agreement, why the NYC Mayoral results may take time, and a jury ordered a man to pay $500k for assulting a police offier who killed himself after the captiol riot.

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DocVA Virtual Medical Scribes: Save Time & Beat Burnout 3:12

20d ago3:12

3:12

Tired of staying late to finish charting? In this episode, we dive deep into the power of DocVA Virtual Medical Scribes—real-time documentation experts who join your patient visits virtually and handle all your notes so you don’t have to. If you're a provider juggling EHRs, paperwork, and patient care, this solution is built to save your sanity and…

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How DocVA Virtual Medical Assistants Save Your Practice 2:13

20d ago2:13

2:13

Feeling overwhelmed by admin tasks and endless charting? In this episode, we dive into how a DocVA Virtual Medical Assistant can transform your practice. From handling EMR tasks and scheduling to reducing burnout, these specialized professionals — many of whom are registered nurses — help you reclaim your time and focus on patient care. Discover th…

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Erica Goode: Build a $200K Firm in 15 Hours a Week | The Disruptors 48:23

20d ago48:23

48:23

Thrive with a lean schedule, happy clients, and a calm home life. The Disruptors With Liz Farr Erica Goode was exhausted and burned out as a corporate accountant and mom of two young children. “I could not figure out a sane way to operate a 50-hour work week and raise two kids and have a spouse who worked a 50-hour work week,” Goode explains. “I do…

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Fineberg, Hecker: How CPAs Are Filling the 100,000-Wealth Advisor Gap | Holistic Guide to Wealth Management 47:39

21d ago47:39

47:39

Sponsored by CPA Trendlines Pro Membership – See Today’s Special Offer By Rory Henry CFP®, BFA™ For CPA Trendlines As Teddy Roosevelt once said, “People don’t care how much you know until they know how much you care.” When people ask why more accountants are incorporating holistic finance services into their practices, it’s because they’re realizin…

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897. RAF Vault: 1,000 Days (Pt. I & II) 35:38

21d ago35:38

35:38

On today’s episode, we revisit two of the most important episodes we’ve ever released. In this special two-part throwback, Andy breaks down why thinking small is a trap laid by society, how to build a solid plan for your life, and how to take complete control of your next 1,000 days.

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Guess Who’s in Ideal Position to Fill the Coming Shortage of Financial Advisors? | Holistic Guide to Wealth Management 47:08

22d ago47:08

47:08

With a looming shortage of 100,000 financial advisors, CPAs have a once-in-a-generation opportunity to fill the gap. By Rory Henry CFP®, BFA™ For CPA Trendlines As Teddy Roosevelt once said, “People don’t care how much you know until they know how much you care.” Roosevelt made that comment over a century ago, but it remains highly relevant today. …

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Experts Call for Industry Overhaul | Accounting Influencers 56:27

24d ago56:27

56:27

Top minds in accounting push for systemic reform, more innovative tech, and a human-first workplace. Accounting Influencers with Rob Brown While many firms report strong financials and steady client demand, an urgent conversation is happening behind the scenes—one that questions whether traditional business models, outdated technology, and uninspir…

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Carl Peterson: Succession or Stagnation? | Gear Up For Growth 35:49

25d ago35:49

35:49

AICPA’s Peterson sounds the alarm for small firms. Gear Up for Growth With Jean Caragher For CPA Trendlines In a farewell interview on Gear Up for Growth, powered by CPA Trendlines, Carl Peterson, vice president of Small Firm Interests at the AICPA, shares hard-earned insights with Jean Caragher, president of Capstone Marketing, from his 14-year te…

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896. Andy & DJ CTI: Tucker Carlson Vs. Ted Cruz, Trump Gives Israel And Iran Two-Week Deadline To Broker Peace & Marina Mabrey's Flagrant Foul On Caitlin Clark 1:40:42

24d ago1:40:42

1:40:42

On today's episode, Andy & DJ discuss what we learned from the Tucker Carlson and Ted Cruz sit-down, Trump giving Israel and Iran a two-week deadline to broker peace as bombing continues, and Marina Mabrey's foul on Caitlin Clark upgraded to a flagrant-2.