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 | Twice monthly | Episodes | 8 | Founded | 4 months ago |
|---|---|---|---|---|---|
| Category | Business | ||||
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Latest Episodes
What does it really take to grow—and stay strong—in today’s accounting landscape?
In this episode, host Dave Kells talks with Steve McDonald, Managing Partner at ABDO, about building a thriving firm without losing sight of culture, people, and long-... more
Thinking About Wealth Management? Start Here.
In this episode of The Independent CPA Firm Podcast, host Dave Kells sits down with Dennis Covington, Managing Partner at Savant Wealth Management, to explore how CPA firms can expand their services—and ... more
Does your firm treat learning as a checkbox—or a growth strategy?
In this episode, host Dave Kells is joined by learning and development experts Mary Ardath and Jason McKeever for a deep-dive into how accounting firms can use L&D to boost retention,... more
In this episode of the Independent CPA Firm Podcast, host David Kells sits down with Jin Chang, CEO and Co-Founder of Fieldguide, to explore how AI is reshaping the role of CPAs and transforming both audit and advisory practices.
This episode gives ... more
Thinking about offshoring but don’t know where to start?
In this episode, host Dave Kells speaks with Laurence Whittam of Impact Global Solutions about how offshoring can help firms create capacity, reduce burnout, reinvest in talent, and scale smar... more
Are you undercharging clients—or undervaluing your own expertise?
In this episode, host Dave Kells sits down with Tavi Meketon, Managing Director at Whitman Transition Advisors and member of the WTA Profit Team, to explore how independent CPA firms ... more
Struggling to keep up with tech—but don’t have a massive IT budget?
In this episode, Dave Kells is joined by Michael Roglen, Director of Sales at SysCloud, for a deep dive into how independent CPA firms can use technology strategically—not just for ... more
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... more
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this podcast launched 4 months ago and published 8 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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