Ep 44: Inside a Real CPA Firm Deal From First Call to LOI with Dave Kells

Ep 50: How Offshore Teams Help CPA Firms Scale Faster and Smarter

Is your firm’s biggest growth challenge finding the right people? For many CPA firms, talent—not clients—is the biggest barrier to growth. Looking beyond your local market can expand your talent pool, increase capacity, and help your firm scale. In this episode of Everything CPA & Private Equity, hosts Philip Whitman, CPA and David Wolfskehl are joined by David Pence, Melissa Pinedo, and Ely Lim to discuss how CPA firms are building successful global teams across Latin America and the Philippines. In this episode, you will be able to: * Learn how global hiring can solve staffing shortages and support firm growth. * Compare the advantages of hiring talent in Latin America and the Philippines. * Discover how to integrate offshore professionals into one unified firm culture. * Explore how global talent can reduce costs while expanding capacity. * Understand key considerations around compliance, security, and workforce management.   Listen now on your favorite podcast platform and subscribe to Everything CPA & Private Equity for more conversations shaping the future of the accounting profession!   #CPAFirms #GlobalTalent #Offshoring #AccountingLeadership #FirmGrowth

Ep 49: AI, Private Equity, and Talent What Every CPA Firm Leader Needs to Know with Calvin Harris Jr.

Is your firm preparing for the future—or falling behind?   In this episode of Everything CPA & Private Equity, David Wolfskehl sit down with Calvin Harris, CPA, CEO of the New York State Society of CPAs, to discuss the biggest trends impacting the profession and the leadership mindset firms need to succeed in the years ahead.   In this episode, you will be able to:   * Understand the major forces transforming the CPA profession and what they mean for your firm. * Learn why adopting a future-focused mindset is one of the most important leadership skills today. * Discover how AI, offshoring, and private equity can become opportunities instead of obstacles. * See why investing in your people, technology, and professional network is essential for long-term growth. * Gain practical insights to help your firm adapt, innovate, and stay competitive in a rapidly changing market.   The firms that thrive tomorrow are the ones making intentional decisions today. Listen now on your favorite podcast platform and subscribe to Everything CPA & Private Equity for more conversations with the leaders shaping the future of the accounting profession!   #CPAFirms #AccountingLeadership #ArtificialIntelligence #PrivateEquity #FutureOfAccounting

Ep 48: The Hidden ROI of Happier Employees with Amy Vetter

Are your people thriving, or are they quietly burning out? In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl sit down with Amy Vetter, CPA, CEO of The B3 Method Institute, to discuss one of the most important—and often overlooked—drivers of firm success: people.   In this episode, you will be able to: • Understand how fulfillment and employee engagement impact firm profitability • Learn how to measure the ROI of culture, leadership, and wellness initiatives • Discover why top performers are often the most at risk for burnout • Explore strategies for improving retention, innovation, and team alignment • See how firms can create sustainable growth while reducing workload and turnover   The firms that win in the future won’t just invest in technology. They’ll invest in their people.   Listen now to the full episode!   #EverythingCPAandPE #AmyVetter #CPAFirmGrowth #AccountingLeadership #FirmCulture

Ep 47: Growing Your Firm Starts With Your People with Erin Mcauley

How do you scale a firm without losing its culture?   In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl sit down with Erin McAuley, Chief People Officer, Springline Advisory, to discuss why people strategy has become a competitive advantage in today’s accounting profession. From culture due diligence to leadership development and employee ownership, Erin shares how firms can grow while preserving the relationships and values that made them successful in the first place.   In this episode, you will be able to: • Understand why your people strategy should be your business strategy • Learn how the “Big Small Firm” model creates opportunities for both clients and employees • Discover how culture assessments help identify the right growth and partnership fit • Explore innovative approaches to leadership development, retention, and career mobility • See how employee ownership programs can create stronger engagement and long-term commitment   Listen now to learn how leading firms are scaling with purpose, preserving culture, and building the next generation of firm leaders!   #EverythingCPAandPE #CPAFirmGrowth #PeopleStrategy #AccountingLeadership #TalentDevelopment #FirmCulture

Ep 46: Inside Crete's $500 Million CPA Firm Growth with Josh Funk

Are you evaluating your firm’s future but unsure which growth and ownership model is right for you?   In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl sit down with Josh Funk of Crete Professionals Alliance to discuss a different approach to CPA firm growth, ownership, and partnership.   In this episode, you will be able to: • Understand the difference between partner equity and traditional private equity models. • Learn how CPA firms can maintain entrepreneurial independence while accessing additional resources. • Discover how local ownership and culture can be preserved during growth. • Explore how technology partnerships are helping firms prepare for the future. • Gain insights into the opportunities and challenges shaping the next generation of CPA firms.   Listen now to hear Josh’s perspective on the evolving CPA landscape and what it means for firm leaders planning for growth, succession, and long-term value!   #EverythingCPAandPE #CPAFirms #PrivateEquity #PartnerEquity #AccountingIndustry