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From Insight to Impact: How AI-Powered Data is Fueling Strategic Growth & Business Insights Advisory in Firms — Jul 30, 2025

In this week’s Digital CPA Podcast, we explore how CPA firms can unlock strategic growth and scalable advisory through the power of AI-driven client data. Join host Kalil Merhib as he welcomes Eric Eager, CEO & Co-Founder, 4impactdata and Elizabeth Davis, Chief Growth Officer, 4impactdata to share proven tactics for turning your firm’s historical and real-time data into forward-looking insights.

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AI-Driven Accounting Automation: Transforming CAS Workflows with Graham Stanton of Avise — Jul 15, 2025

Host Kalil Merhib sits down with Graham Stanton, co-founder and CEO of Avise, to unpack the transformative power of AI in modern accounting. From Graham’s early days wrestling with manual close processes at Peloton to leading a startup in the AICPA & CPA.com accelerator, he offers a candid look at how automation is reshaping Client Advisory Services (CAS) and corporate finance teams.

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Disrupting Tax: From Paper Trails to AI Agents — Jun 23, 2025

In this episode of the Digital CPA Podcast, host Kalil Merhib sit down with Leroy Kerry, CEO and co-founder of Filed, an AI-powered tax automation company that's redefining how CPA firms approach compliance work. This conversation is part of a series featuring startups from the AICPA and CPA.com Startup Accelerator.

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Agents of Change: Inside the AICPA/CPA.com Startup Accelerator — Apr 25, 2025

In this episode of the Digital CPA Podcast, we take you inside the 2025 AICPA and CPA.com Startup Accelerator—a powerful launchpad for the next generation of accounting tech. Kacee Johnson and Kalil Merhib reflect on this year's convening days in NYC and discuss the six standout startups: Filed, Avise, Truewind, Tabs, Keeper, and Remitian.

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Beyond Compliance: The CPA Firm’s Path to Becoming a Trusted Advisor — Mar 18, 2025

In this episode of the Digital CPA Podcast, we sit down with Bill Reeb, an industry thought leader, former chair of the AICPA, and co-founder of the Succession Institute, to explore how CPAs can evolve into the role of strategic business advisors. Drawing from his extensive experience and insights from the 2024 CAS Benchmark Survey, Bill breaks down the opportunities and challenges of shifting from a compliance-based model to an advisory-first approach.

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Unlocking CAS Success: Key Insights from the Latest Benchmark Survey — Feb 24, 2025

In this episode of the Digital CPA Podcast, host Kalil Merhib is joined by Kim Blascoe from CPA.com and Beth Allen from GreerWalker to discuss the 2024 CAS Benchmark Survey findings. They dive deep into the evolving landscape of Client Advisory Services (CAS), highlighting trends in growth, pricing strategies, profitability, and technology adoption. The conversation explores how firms are leveraging efficiency, industry specialization, and dedicated CAS staff to drive success. Whether you're just starting your CAS practice or looking to refine your strategy, this episode is packed with actionable insights to help firms stay ahead in the evolving advisory landscape.

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Unlocking Growth & Transformation: Insights from Digital CPA 2024 with Jen Wood — Jan 27, 2025

In this episode of the Digital CPA Podcast, host Kalil Merhib is joined by Kim Blascoe from CPA.com and Beth Allen from GreerWalker to discuss the 2024 CAS Benchmark Survey findings. They dive deep into the evolving landscape of Client Advisory Services (CAS), highlighting trends in growth, pricing strategies, profitability, and technology adoption. The conversation explores how firms are leveraging efficiency, industry specialization, and dedicated CAS staff to drive success. Whether you're just starting your CAS practice or looking to refine your strategy, this episode is packed with actionable insights to help firms stay ahead in the evolving advisory landscape.