Are your people thriving, or are they quietly burning out?In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl sit down with Amy Vetter, CPA, CEO of The B3 Method Institute, to discuss one of the most important—and often...
How do you scale a firm without losing its culture? In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl sit down with Erin McAuley, Chief People Officer, Springline Advisory, to discuss why people strategy has become a competitive...
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,...
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...
CPA firms that track the right metrics, not simply the most metrics, consistently outperform their peers in efficiency and profitability. By focusing on a small set of actionable indicators across staffing, utilization, revenue, and profitability, firm owners can...
