Host John Randolph launches a new quarterly segment called Pipeline Pulse, pulling back the curtain on what’s actually happening in CPA talent conversations right now, on Episode 88 of CPA Life. Drawing from scores of interviews with accountants quietly exploring their options, he identifies three critical disconnects plaguing firm hiring: Most firms still treat capacity planning like a last-minute scramble instead of a year-round discipline, leaving them perpetually understaffed when resignations hit in January. They’re also selling compensation hard while candidates are buying something entirely different; one senior with 14

When Brenda Cannon realized that tax season chaos didn’t have to be a foregone conclusion, she set out to reimagine her entire firm. Brenda shares how she moved from the brink of burnout on Episode 86 of CPA Life, juggling 1,500 clients and sleepless nights, to building a practice where April 15th is just another day. She tells John Randolph that by introducing intentional scheduling, raising fees, and letting go of the “we’ve always done it this way” mindset, Brenda not only transformed her own work-life balance but also created SchedulEase, a tool now helping other accountants do the same. Along the way, she’s confronted industry resistance, client education hurdles, and the deeply ingrained beliefs that keep so many stuck in survival mode. Her story is a testament to the

Neil Barrow returns for part 2 of his special double CPA Life episode to unpack the realities of business development beyond buzzwords. John steers the conversation from the pitfalls of hiring for growth without a plan, to the delicate dance of balancing capacity and opportunity within your firm, and Neil’s philosophy is refreshingly straightforward: keep things simple, focus on relationships, and don’t lose sight of what actually works. You won’t want to miss the unexpected parallel Neil draws between perfecting an award-winning chili recipe and building a business, or his insight into how beer tastings can open doors to new clients just as effectively as chamber of commerce meetings.

Check out this edition of CPA Life Rewind, as we reflect on John Randolph’s conversation with Matt Patrick, the president and founder of Patrick Accounting and Whirks. They discuss the vision Matt has executed to build a modern, efficient, people-centric accounting firm. While focusing on the importance of retaining great employees, creating a family-friendly work environment, and developing a sustainable business model, Matt also delves into accounting’s many challenges, particularly around the impact of technology and talent retention. With a focus on core values and fostering a culture of continuous learning and trust, Patrick Accounting and Whirks have excelled, and Matt is keen to share advice from his own experience, just as he learned from others who have been there

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 accounting firm. While focusing on the importance of retaining great employees, creating a family-friendly work environment, and developing a sustainable business model, Matt also delves into the challenges accounting faces today, the impact of technology, and the keys to retaining talent. The episode underscores the significance of hiring based on core values and fostering a culture of continuous learning and trust, while also seeking