Podcasts

Gary Wood: Transitioning Into a Firm of the Future

At a young age, Gary Wood took over a 30 year-old Sole Practitioner firm, leading it through a transition from its founders to ultimately becoming a modern firm of the future. In this interview with Samantha Mansfield, Gary explains how he uses the Digital CPA Conference as part of his annual strategy and how he keeps the momentum to continue building and evolving his CAS practice.

Interviewer: Samantha Mansfield, CPA.com
Interviewee: Gary W. Wood, CPA, Compere Robinette CPAs

Paychex - Philip Horrisberger

Making sense of alphabet soup. Philip Horrisberger, Director of Channel Marketing, Paychex discusses Future Firm Services and providing Human Capital Management through a broad range of value enhancing, HR advisory solutions.

MindBridge - Solon Angel

Put Audit Back in the Black. Solon Angel, Chief Strategy Officer with MindBridge, Ai, shares his perspective of unlocking the capabilities of CPAs and driving value while driving competency rates.

Intuit - David Bergstein

The Cloud as a Tipping Point. Join David Bergstein, CPA, from Intuit, as he discusses accountants adapting to the digital age and moving their focus to advisory services.

Fathom - Madeline Reeves

Technology is just a piece of the puzzle. Madeline Reeves, Director of Business Development at Fathom, shares insight on investing time in people and building meaningful client relationships.

Expensify - David Barrett

Aggregate and Normalize. David Barrett, CEO of Expensify, shares his thoughts on saving you your worst time. How? By doing the leg work to neatly categorize and relieve accountants so they can focus on analysis and share insights with their clients.

Auvenir - Pete Myers

Making Audits Sexy Again. Join Pete Myers, CEO with Auvenir, as he gives insight on automating the heavy lifting and discusses focusing in on the biggest pain points.

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