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CPAs are leaving tax & audit for higher-margin, lower-risk advisory work. Discover how one firm transformed its services—and the steps to become advisory-focused.
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Podcast Host
March 29, 2023
Season 01
Episode 6
Transformation Talks
From tradition to transformation. This episode follows one firm’s journey of change—what sparked it, what broke, and how rethinking the business reshaped its future.
February 1, 2023
Season 01
Episode 5
Transformation Talks
What if the labor shortage forced firms to rethink everything? This conversation digs into working smarter, designing with intention, and competing for talent differently.
December 27, 2022
Season 01
Episode 3
Transformation Talks
What does it take to transform your life? This episode dives into leaps of faith, tough choices, and the three questions that can guide your next move.
July 13, 2022
Season 01
Episode 2
Transformation Talks
Behind every thriving firm is a culture that works. Discover the unique traits and transformations that drive lasting success.
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Accounting is rapidly transforming through AI, shifting from “trust but verify” to smarter guardrails, redefining innovation, and positioning the next generation as the profession’s strongest competitive edge.
March 2, 2026
Season 02
Episode 01
Transformation Talks
Can you talk politics without it blowing up? Top accounting leaders reveal how to have real, respectful conversations—even when you disagree—and why it actually strengthens teams and clients.
March 31, 2025
Season 01
Episode 11
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