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...