What does it take for an independent CPA firm to scale without losing what makes it unique?
In this episode of The Independent CPA Firm Podcast, host Dave Kells speaks with Alice Lerman, Wendy Barlin, and Michael Wegh of Roth&Co about the investments, infrastructure, and leadership decisions that support sustainable growth.
In this episode, you will be able to:
- Understand why strong leadership and infrastructure are essential before expansion
- Learn how industry specialization and CAS services can differentiate an independent firm
- Explore why people and processes should come before technology and AI
- Discover what makes offshoring successful as a long-term talent strategy
- See how culture, flexibility, and client relationships support firm growth
Listen to the full episode to learn how Roth & Company is building a stronger, more scalable firm while remaining fiercely independent!
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