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Artwork for The INSIDE Public Accounting Podcast

The INSIDE Public Accounting Podcast

INSIDE Public Accounting
Private Equity
Accounting Profession
Advisory Services
Artificial Intelligence
Accounting
Mergers and Acquisitions
Accounting Firms
Public Accounting
Outsourcing
Succession Planning
CPA Firms
Benchmarking
IPA Practice Management Survey
Revenue Per FTE
Client Advisory Services
Data-Driven Decision Making
IPA 500
CPA License
Offshoring
Pricing Strategy

Welcome to The INSIDE Public Accounting Podcast — a show for accounting firm leaders who want to make smarter, data-driven decisions and stay ahead of industry change. Each episode explores what IPA’s trusted benchmarking data reveals about firm performance, leadership and the future of the profession. From private equity and offshoring to partner compensation and the talent pipeline, we dive into... more

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Artwork for The INSIDE Public Accounting Podcast

Latest Episodes

This episode is brought to you by Poe Group Advisors.

Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz and download your... more

YouTube

This episode is brought to you by Bill.com. Learn how Bill can help your firm automate financial operations at Bill.com/ipa, where IPA listeners can access an exclusive offer.

Earn free CPE with Earmark! Take your learning on the go and earn NASBA-a... more

YouTube

This episode is brought to you by Bill.com. Learn how Bill can help your firm automate financial operations at Bill.com/IPA, where IPA listeners can access an exclusive offer.

Earn free CPE with Earmark! Take your learning on the go and earn NASBA-a... more

YouTube

Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz and download your certificate. Start now on the IPA channel in the Earma... more

YouTube

Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz and download your certificate. Start now on the IPA channel in the Earma... more

Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz and download your certificate. Start now on the IPA channel in the Earma... more

YouTube

Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earm... more

YouTube

Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earm... more

YouTube

Key Facts

Accepts Guests
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Recent Guests

Alex Romero
Director of CPA Pipeline, CPA Education and Outreach
AICPA
Episode: What the Next Generation Wants from Accounting Firms
Michelle Golden-River
Growth and Profitability Strategist, founder of Fore LLC
Fore LLC
Episode: Why Hourly Billing No Longer Works
Eric Eager
CEO and Co-Founder of 4impactdata
4impactdata
Episode: The Confidence Gap in Advisory Services
Rachel Farris
CPA, founder of a boutique high net worth tax strategy firm
Founder, boutique tax strategy firm; TaxStack AI
Episode: Designing a Firm for the Future
Gary Thomson
Consultant at Thompson Consulting, governance expert
Thompson Consulting
Episode: Is Your Governance Built for What’s Ahead? (Part 1)
David Bundy
Consultant at Thompson Consulting, former firm leader
Thompson Consulting
Episode: Is Your Governance Built for What’s Ahead? (Part 1)
Brian Blaha
Consulting leader focused on strategy, growth, governance, long-term value creation
Winding River Consulting
Episode: Can Firms Build Enterprise Value Without Selling? (Part 1)
Jeff Pawlow
Principal and Chief Execution Officer at Brady Martz
Brady Martz
Episode: From Strategy to Results: The Role of a Chief Execution Officer
Stuart Ferguson
Managing Partner at Point Advisory, leading Stout Strategy
Point Advisory / Stout Strategy
Episode: INSIDE the Private Equity Shift in Accounting

Hosts

Chelsea Summers
Host and Executive Director of IPA; host of IPA Podcast; affiliated with IPA (Inside Public Accounting)
Rob Brown
Co-host of IPA Podcast; co-founder of AIR; host of IPA podcast affiliations with AIR and IPA

Talking Points

Recent interactions between the hosts and their guests.

Advisory Is an Identity, Not a Service Line
Q: How should firms approach pricing and compensation to support advisory growth?
Adopt a performance-based model with meaningful dollars tied to clear goals. Use discretionary bonuses, advisory sales commissions, or scorecards tied to specific outcomes, not token amounts. Trackability and genuine incentives are key to driving behavior.
Advisory Is an Identity, Not a Service Line
Q: What does the shift to advisory look like in practice for firms today?
It's about moving beyond siloed requests to proactive, holistic advisory where conversations uncover root causes and value creation. Firms should focus on the client's real pain points, orchestrate the advisory journey, and ensure the service mix and client experience are cohesive across disciplines.
The Confidence Gap in Advisory Services
Q: What is decision intelligence and how is it different from AI?
Decision intelligence is deterministic, provides confidence levels, and includes an audit trail of how conclusions were reached, while AI (probabilistic) generates options but may not always justify the chosen path; DI complements AI rather than replaces it.
The Confidence Gap in Advisory Services
Q: How does AI change the way firms should approach advisory?
AI speeds up data processing and option surface, but it can produce false confidence if not properly validated; firms should use AI to describe and generate options while DI provides deterministic recommendations with an audit trail.
The Confidence Gap in Advisory Services
Q: What do you mean by the confidence problem?
The issue isn't demand for advisory—it's the lack of confidence among staff to make and stand behind advisory recommendations without heavy senior oversight, which slows down the delivery of proactive guidance.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
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Household Income
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Frequently Asked Questions About The INSIDE Public Accounting Podcast

What is The INSIDE Public Accounting Podcast about and what kind of topics does it cover?

The show targets leaders at accounting firms who want data-driven insights to guide strategy, leadership, and growth. Across recent episodes it frequently covers topics like talent pipelines, AI adoption, advisory services, pricing transformations, governance, and culture within firms. Noteworthy angles include reframing the profession's narrative to attract talent, integrating AI thoughtfully with human expertise, and building cohesive firm identities around advisory and value-based offerings. The format often blends practical frameworks with real-world firm experiences, guest perspectives from industry experts, and data-driven context drawn from benchmarking insights. This makes it useful for listeners evaluating growth strategy, talent d... more

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Which podcasts are similar to The INSIDE Public Accounting Podcast?

These podcasts share a similar audience with The INSIDE Public Accounting Podcast:

1. The Accounting Podcast
2. The Unique CPA
3. BiggerPockets Real Estate Podcast
4. Freakonomics Radio
5. Accounting Voices

How many episodes of The INSIDE Public Accounting Podcast are there?

The INSIDE Public Accounting Podcast launched a year ago and published 65 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 The INSIDE Public Accounting Podcast?

Recent guests on The INSIDE Public Accounting Podcast include:

1. Alex Romero
2. Michelle Golden-River
3. Eric Eager
4. Rachel Farris
5. Gary Thomson
6. David Bundy
7. Brian Blaha
8. Jeff Pawlow

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