How can independent CPA firms evolve without losing the relationships and values that set them apart?
In this episode of The Independent CPA Firm Podcast, host Dave Kells sits down with Seth Fineberg, Founder of Accountants Forward, to discuss how firms can use AI more strategically, move beyond transactional work, and build stronger trust with clients, employees, and technology partners.
In this episode, you will be able to:
- Understand how AI is reshaping the way CPA firms work and serve clients
- Learn why advisory services are becoming essential to long-term growth
- Explore how independent firms can compete by investing in people and technology
- Discover why flexible, short-term planning matters in a rapidly changing profession
- See how trust and better communication can strengthen client and vendor relationships
Listen to the full episode of The Independent CPA Firm Podcast to learn how your firm can stay relevant, competitive, and independent!
#IndependentCPAFirm #AIinAccounting #AdvisoryServices #AccountingLeadership #WhitmanAdvisory