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Andrew Lester: Using KPI’s to Measure A Successful Client Advisory Service (CAS) Practice

As the CEO of a small firm, Andrew Lester, CPA, has built a CAS practice with a designated vertical focus. Over the course of 18 months, he went through a journey to identify the appropriate KPIs to help him manage what was working and not working in his practice. Listen in as Andy explains the best KPIs to help him manage his practice.

Interviewer: Samantha Mansfield, CPA.com
Interviewee: Andrew Lester, CEO at Lester + Company | Restaurant CPA and Consulting Firm
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Samantha Bowling: Bringing Artificial Intelligence to Life Within a Small Firm

Over a year ago, Samantha Bowling, CPA, implemented artificial intelligence (AI) within their small firm. In this interview with Samantha Mansfield, she identifies how a small firm was able to implement AI and the unique ways they are using it, such as in client selection. Additionally, she is the recipient of the 2018 CPA.com Innovative Practitioner of the Year award for her innovative use of AI.

Interviewer: Samantha Mansfield, CPA.com,
Interviewee: Samantha Bowling, CPA, CGMA, Partner, Garbelman Winslow, CPAs
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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
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Community: Help make connections

In this discussion, Samantha and Carolyn discuss the importance of finding a community of likeminded professionals, and how the DCPA Community has been that to Carolyn.

Interviewer: Samantha Mansfield
Interviewee: Carolyn Hall, CPA, Wiss