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Advisory Reimagined with Dave Hartley: Talent, Technology, and Transformation

Join us on the Digital CPA Podcast as host Kalil Merhib, EVP of Growth & Professional Services at CPA.com sits down with Dave Hartley, a leading Advisory expert from the Top 100 firm Anders CPAs + Advisors. In this engaging episode, Kalil and Dave dive deep into the dynamic world of advisory services and discuss key strategies and innovations shaping this rapidly growing practice area for CPA firms.

Key topics covered in this episode include:

  • The accelerating growth of firm advisory services and its impact on the accounting profession
  • Effective change management strategies for building and scaling an advisory practice
  • Attracting top talent to the profession through innovative advisory services
  • The introduction and integration of new service lines into traditional firm structures
  • The crucial role of advisory services in shaping the future of the accounting profession

Tune in to gain valuable insights and expert perspectives from Kalil and Dave as they explore the evolving landscape of advisory services. This episode promises to provide listeners with actionable advice and forward-thinking strategies to enhance their practice.

Don't miss out on this opportunity to learn from industry leaders and stay ahead in the ever-changing world of advisory services.

For more episodes and resources, visit www.CPA.com. Stay tuned for our upcoming episodes featuring industry leaders driving innovation and transformation in finance and technology.

Don't forget to subscribe to our podcast on your favorite listening platform!

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Navigating the Shifting Economic Landscape for CPAs: Insights from Gene Marks

In this episode, Gene Marks, a CPA, columnist, author, small business owner, and keynote speaker joins Kacee Johnson and Kalil Merhib to explore the ever-evolving economic landscape with its impact on CPAs and their clients.

Gene brings a wealth of experience, having navigated a unique career path that offers valuable insights for aspiring candidates. We'll uncover his journey and the lessons he's learned along the way.

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Calculating Change: Aaron Harris on AI's Impact in Finance

Welcome to the Digital CPA Podcast, hosted by Kacee Johnson, Vice President of Strategy & Innovation at CPA.com, and Kalil Merhib, EVP Growth & Professional Services. In this episode, we dive deep into the world of accounting technology with our special guest, Aaron Harris, Chief Technology Officer of Sage.

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Bitcoin Surge and the SEC Watershed ETF Approval

Join us as Kacee Johnson, Vice President of Strategy and Innovation at CPA.com & Ron Quaranta, the Chairman of the Wall Street Blockchain Alliance, take a dive deep into the latest developments in the crypto landscape, from the rollercoaster ride of Bitcoin's resurgence to the SEC's landmark approval of 11 ETFs. With Bitcoin soaring to new heights, the burning question remains: Are we finally out of the crypto winter?

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The Inspiring Intersection of Technology & Accounting

Kimberly Ellison-Taylor is a trailblazer in the realms of accounting & technology, an individual whose prowess in merging financial expertise with cutting-edge technology has set new standards of innovation and excellence.

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Call to Greatness Framework: Avoiding Burnout and Driving Productivity

Leadership expert Alex Dorr joins Kacee Johnson, VP Strategy & Innovation at CPA.com, on this episode of the Digital CPA podcast to explore quick energy-shifting techniques that help you avoid burnout during high productivity times.

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How Innovative Cultures Impact Talent Retention

John Pace, who is the Partner in charge of Outsourced Accounting and Advisory Services at GRF CPA’s and Advisors, was 2022’s winner of CPA.com’s Innovative Practitioner Award. The Innovative Practitioner Award recognizes individuals who are driving the accounting profession forward through innovative thought leadership, processes, services and technology implementation. Today John is here to discuss the topic of….INNOVATION…in the accounting profession, within teams and inside of his own company.