The Independent CPA Firm Podcast: Your Source to Thrive in Today’s Market
David KellsFor firm leaders who believe independence is a strength—not a limitation. Join us for candid conversations with industry experts, advisors, and fellow CPAs navigating growth, profitability, and succession without giving up control. Whether you’re weighing an upward merger, facing talent shortages, or simply want to run a smarter, more sustainable practice, this show delivers the strategies, tools,... more
| Publishes | Weekly | Episodes | 21 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
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Latest Episodes
What does it really take to build an independent CPA firm that thrives for the long term?
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 discus... more
Can independent CPA firms continue to grow without sacrificing their culture or control?
In this episode of the Independent CPA Firm Podcast, Dave Kells sits down with George Forsythe, Managing Partner of WellsColeman, to discuss how his firm has gr... more
Are independent CPA firms being left behind—or are they simply missing the right resources?
On this episode of the Independent CPA Firm Podcast, Dave Kells is joined by Denise Bethel of the California Society of CPAs and Derrol Moorhead of the Color... more
Why More CPA Firms Are Choosing Employee Ownership to Stay Independent
What if you could grow your firm, reward your people, and maintain independence—without turning to private equity?
In this episode of The Independent CPA Firm Podcast, Dave Kell... more
How do you scale a CPA firm, invest in technology, and compete with private equity—without losing your culture?
In this episode of The Independent CPA Firm Podcast, Dave Kells sits down with Sara Dayton and Stephanie Wilkinson of Lumsden McCormick t... more
Are you confident your firm could withstand a cyber incident—or are there risks hiding in plain sight?
In this episode of The Independent CPA Firm Podcast, Dave Kells sits down with Joseph Harford, President and Founder of Reclamere, to uncover the ... more
Are you making decisions based on real data—or just gut feel?
In this episode of The Independent CPA Firm Podcast, host Dave Kells sits down with Don Kreye, Business Development Manager at ABDO, to unpack why data visibility is becoming a true compe... more
What truly keeps people at a firm—and what drives sustainable growth in today’s competitive market? In this episode of The Independent CPA Firm Podcast, host Dave Kells is joined by Mark Kovaleski, Managing Partner, and Erika Stork, Senior Manager of... more
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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
Cirms around independent CPA firms, growth without losing control, and leveraging culture, technology, and governance to compete in a consolidating market. Episodes frequently explore employee ownership, mergers and acquisitions, remote and offshore staffing, data analytics, cybersecurity, and the role of AI in practice management. Notable throughlines include maintaining independence while pursuing growth, using data-driven decision making, and building scalable operations that sustain culture and client service. The format tends to feature practitioners and advisors who share practical playbooks, real-world examples, and cautionary lessons for firms considering ESOPs, PE partnerships, or tech-enabled transformations.
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Which podcasts are similar to this podcast?
These podcasts share a similar audience with this podcast:
1. Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
2. WSJ What’s News
How many episodes of this podcast are there?
this podcast launched a year ago and published 21 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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What guests have appeared on this podcast?
Recent guests on this podcast include:
1. Brian Lang
2. Sara Dayton
3. Stephanie Wilkinson
4. Joseph Harford
5. Don Kreye
6. Mark Kovaleski
7. Erika Stork
8. Jay Purushotham
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