Culture Shift - Defining the Vision

CPAs are leaving tax and audit—and it’s not by accident. Discover why advisory work pays more, carries less risk, and how top firms are making the switch.

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.

Is DEI actually good for the bottom line? This episode breaks down why diversity of thought matters more than optics—and how firms turn DEI into real growth.

Hate annual reviews? You’re not alone. Menlo Innovations ditched painful performance reviews for an employee-driven system that delivers real feedback—and better results.

Performance reviews shouldn’t feel painful or pointless. This episode explores why traditional reviews fail—and how an employee-driven approach creates better feedback, stronger teams, and real growth.

What happens when firm leaders turn the advisory lens on themselves? This episode digs into tough introspection, non-accountant insights, and uncovering hidden opportunities.

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.

What if the labor shortage forced firms to rethink everything? This conversation digs into working smarter, designing with intention, and competing for talent differently.

Sustainability isn’t just a buzzword. This conversation unpacks how one major firm approaches responsibility, impact, and building a business that lasts.

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.