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...
Episode Description The October 15 tax deadline is behind you — but what now? After months of nonstop work, long nights, and extension filings, many CPA firm leaders finally exhale… only to face the real question: Now that the rush is over, is your firm actually ready...
