Category: Podcasts

How CPA Firms Get Recommended by ChatGPT, Claude, and Perplexity
Business owners are no longer only searching Google for an accountant. They are asking ChatGPT, Claude, and Perplexity who to hire, then uploading proposals, websites, and LinkedIn profiles and asking...

Why CPA Firm Succession Starts the Day You Hire
Many CPA firm owners wait until they’re ready to retire to ask who can replace them. Susan Stutzel, CPA, business performance coach, and co-owner of Partners Coach Inc., believes that...

Inside a 255-CPA-Firm Alliance: What Drives Firm Succession and Growth
Ed Rivera is a director with BDO Alliance USA, a network of 255 CPA firms and 180 Business Resource Network firms across the country. As an accounting firm owner or...

Inside the CPA Firm M&A Market: Private Equity, Valuation, and What’s Next
Private equity has pushed CPA firm valuations higher than anyone expected, and Brannon Poe says the accounting profession still has significant runway left. In this solo episode, Brannon steps away...

AI in Accounting: Our Top Episodes on the Topic Everyone’s Talking About
It feels like you can’t go a day right now without hearing something about AI. Every conference has a session on it, every software vendor is building it in, and...

What Private Equity Means for Small and Midsize CPA Firms
Rebekah Brown Olson didn’t plan to lead a state CPA society. A single leadership assessment during a firm training session reframed how she saw her own strengths, and thirteen years...

Renewals, Referrals, Recent Conversations: Building Pipeline Without Extra Hours
Kristen McGarr has spent over 20 years helping businesses implement CRM systems that actually work. Her core belief is that the future of CRM isn’t about more technology, it’s about...

23 Years of Consecutive Growth: How One CPA Built a Firm Worth Merging Up
Frank Longobardi started a five-person CPA firm in Hartford, Connecticut on November 1st, 1984, with a first-year revenue goal of $300,000. For the next 23 consecutive years, the firm grew...
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