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...
On this episode of the Independent CPA Firm Podcast, Dave Kells sits down with Paul Weinberg, Founder and Managing Partner of Weinberg Partners, Ltd, to discuss the mindset, strategies, and investments that have helped his firm grow for nearly...
We’re excited to kick off our very first episode of The Independent CPA Firm Podcast: Your Source to Thrive in Today’s Market! Host Dave Kells is joined by Tavi Meketon from the Profit Team at Whitman Transition Advisors to explore how firms can grow, evolve, and stay...
