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 | 13 | Founded | 8 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
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Latest Episodes
As CPA firms grow, complexity grows with them. More clients, more engagements, and more regulatory expectations mean that the old manual ways of managing risk and compliance can quickly become a bottleneck. In this episode of The Independent CPA Firm... more
How do you grow a CPA firm without losing the personal relationships that built it in the first place? In this episode of The Independent CPA Firm Podcast, Dave Kells sits down with Bobby Greco, Co-CEO of CSI Group, to discuss how their firm has expa... more
Are you future-proofing your firm—or falling behind the curve?
AI and outsourcing aren’t just buzzwords—they’re survival tools. In this episode of The Independent CPA Firm Podcast, host Dave Kells sits down with the Chief Vision Architect of SPNX Co... more
Can you really scale your CPA firm—without giving up control?
In this episode of The Independent CPA Firm Podcast, host Dave Kells is joined by Joel Cooperman, CEO of Citrin Cooperman, for a powerful conversation on how firms can build for long-term... more
Tired of outdated succession models?
In this episode of The Independent CPA Firm Podcast, host Dave Kells sits down with Michelle Hammond, Chief Strategy Officer at SSC CPAs and Advisors, to explore how their ESOP structure, offshoring strategy, and... more
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
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1. Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
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this podcast launched 8 months ago and published 13 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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