Podcasts

Podcast

Future CPA Playbook: Growth, Innovation & What’s Next

From growth strategies to bold industry predictions — this episode is packed with insights every accounting and professional services leader needs. Join Kunal Mehra, Managing Partner & ...

Tune In

Podcast

PE Disruption in Accounting

Explore how private equity is reshaping the accounting industry, with insights on adaptation, leadership, and strategic planning from industry experts.

Tune In

Podcast

Can Accounting Firms Stay Independent or Will PE Win?

Can accounting firms remain independent in the face of private equity? Gary Shamis discusses key strategies for firms to thrive without selling out.

Tune In

Podcast

From $225K to $100M: The CPA Firm Blueprint for Advisory Services That Scale - Gary Shamis

Get inspired by the incredible journey of Gary Shamis, who scaled his CPA firm from a modest $225K to a staggering $100M enterprise. In this episode of Building the Premier Accounting Firm, we ...

Tune In

Podcast

Michael Simpson on Leadership, Innovation, and Growth at Brinker Simpson

Explore Michael Simpson's leadership at Brinker Simpson, focusing on innovation, talent development, and strategic growth. Learn how he's driving success by balancing legacy and forward-thinking ...

Tune In

Podcast

Josh Beck on Pairing Innovation with a People-First Strategic Growth

Josh Beck discusses how innovation and a people-first approach have driven MarksNelson Advisory's strategic growth from $15m to $40m, and the firm's future with private equity investment.

Tune In

Podcast

Ascend CEO David Wurtzbacher On Winning with Talent and Technology

How does a firm go from zero to one of the Top 30 CPA firms in the nation within two years? It’s a question that only David Wurtzbacher, CEO of Ascend, can answer.

Tune In

Podcast

Less Taxing: How Nichols & Company CEO Gwen Nichols Is Building a Better Model for Small Firms

Discover how Gwen Nichols is transforming Nichols & Company by focusing on leadership development, innovative hiring, and a unique firm culture to better serve small businesses.

Tune In

Podcast

Sassetti’s Jessica Freiburg On Strategic Growth as an Independent, Women-Owned Firm

Discover how Jessica Freiburg of Sassetti navigates strategic growth as a women-owned firm in the accounting industry. Learn about her unique approach to client services and sustaining a people-first ...

Tune In

Podcast

BDO Alliance Executive Director Michael Horwitz on Helping Accountants Expand Their Networks

Discover how BDO Alliance Executive Director Michael Horwitz is helping accountants expand their networks, embrace technology, explore new governance options, and develop long-term growth strategies.

Tune In

Podcast

The Power of Putting People First.

Discover how Laura Sprouse, the new CEO of Brown Edwards, leverages a people-first approach and technology to drive growth and improve client and employee experiences.

Tune In

Podcast

Aprio's Tommy Lee on The Keys to Growth: Strategic Partnerships and Innovation

Discover insights from Tommy Lee, CPA and Partner-in-Charge at Aprio, on growing a successful hospitality practice, overcoming challenges, and leveraging AI and intentional growth culture.

Tune In

Podcast

Amplify! The Podcast for Accounting Firm Growth – Episode 1 with David Toth

Learn about the entire digital lead generation process from David Toth of Winding River Consulting in this first episode of the latest season of the Association for Accounting Marketing’s (AAM) ...

Tune In

Podcast

HD Growth Partners’ Tim Petrey on Scaling a People-First Firm with PE

Learn how Tim Petrey of HD Growth Partners scaled his people-first firm with private equity, sharing insights on growth strategies and leadership development.

Tune In

Podcast

Remaining Fiercely Independent

Discover how GHJ's Managing Partner, Tom Barry, navigates strategic growth while remaining fiercely independent in the evolving accounting industry. Learn about their intentional approach and key ...

Tune In

Podcast

Embracing Change

In a recent conversation, David Toth, Chief Growth Officer of Winding River Consulting, sat down with Eric Majchrzak, CEO and Principal of BeachFleischman and Managing Partner Bootcamp alumni. Below ...

Tune In

Podcast

Mastering a Sales Organization

In our ongoing pursuit of understanding how culture impacts sales organizations within the realm of accounting firms, we had the privilege of engaging in a conversation with Mark Burnette from LBMC. ...

Tune In

Podcast

Gary Shamis: Strategy Is Easy. Execution Is Key | Gear Up for Growth

While many skills contribute to effective leadership, Gary Shamis, president & CEO of Winding River Consulting, says executing strategic plans is the most critical.

Tune In

Podcast

Bringing Intentionality to Culture

We sat down with Ben Wilson, Managing Partner and CEO of Adams Brown and MPB | Leadership Accelerated alumni. Below is a summary of their conversation.

Tune In

Podcast

Scaling Smart: Jeff Call’s Blueprint for Growth, Culture, and Leadership

In this episode of Making Waves, host David Toth sits down with Jeff Call, Managing Partner and CEO of Bennett Thrasher (BT)—one of the fastest-growing independent firms in the country. Under Jeff’s ...

Tune In

Podcast

Pinion's Christina Ricke on Building a People-First Approach to AI Adoption

Tune In