Beyond the Point & Click: Mastering Tech Upskilling and Vertical Specialization in Accounting
Release Date: 07/08/2024
From Insight to Impact: How AI-Powered Data is Fueling Strategic Growth & Business Insights Advisory in Firms
Digital CPA by CPA.com
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 hosts as they welcome Eric Eager, CEO & Co-Founder, and Elizabeth Davis, Chief Growth Officer, to share proven tactics for turning your firm’s historical and real-time data into forward-looking insights. What You’ll Learn: Strategic Growth Through Client Intelligence: Discover how to map client concentrations by industry, geography, and service mix—and use those patterns to guide marketing, staffing, and...
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AI-Driven Accounting Automation: Transforming CAS Workflows with Graham Stanton of Avise
Digital CPA by CPA.com
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 Accounting Services (CAS) and corporate finance teams. Graham begins by revisiting the pain points he experienced at Peloton: month-end close dragging into multiple weeks, brittle spreadsheets crashing under scale, and team burnout from repetitive...
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Disrupting Tax: From Paper Trails to AI Agents
Digital CPA by CPA.com
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. Leroy shares his journey from building unicorn fintechs in Europe to landing in small-town America—where the inefficiencies of traditional tax preparation sparked his mission to innovate. Filed’s technology leverages agentic AI to streamline tax workflows, reduce manual effort,...
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Agents of Change: Inside the AICPA/CPA.com Startup Accelerator
Digital CPA by CPA.com
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. From agentic AI to automated tax remittance, these companies are tackling the profession's most persistent pain points—freeing up firm capacity, boosting accuracy, and enabling deeper advisory services. You'll hear how these founders are thinking...
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Beyond Compliance: The CPA Firm’s Path to Becoming a Trusted Advisor
Digital CPA by CPA.com
Trusted Business Advisor with Bill Reeb The accounting profession is undergoing a seismic transformation. Firms that have traditionally thrived on compliance services—tax preparation, audit, and financial reporting—are finding that their clients expect more. Today’s business owners don’t just need accountants; they need trusted advisors who can guide them through complex financial landscapes, strategic decisions, and future growth. In this episode of the Digital CPA Podcast, we sit down with an industry thought leader, former chair of the AICPA, and co-founder of the , to explore how...
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Unlocking CAS Success: Key Insights from the latest Benchmark Survey
Digital CPA by CPA.com
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...
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Unlocking Growth & Transformation: Insights from Digital CPA 2024 with Jen Wood
Digital CPA by CPA.com
In this episode of The Digital CPA Podcast, Jen Wood from The Bonadio Group shares her key insights from chairing the 2024 Digital CPA Conference. We explore how firms are leveraging AI to tackle capacity challenges, the rapid growth of CAS practices, and the transformative impact of cloud-based audit tools. Jen also discusses innovative strategies for firm leaders to evolve their business models, retain top talent, and embrace technology to drive success in 2025 and beyond. Don’t miss this conversation packed with actionable takeaways for firm transformation! For more episodes and...
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Breaking Barriers in Accounting Tech: A Conversation with Jeff Seibert
Digital CPA by CPA.com
Join host Kacee Johnson on the Digital CPA Podcast as she dives into the world of AI-powered solutions with Jeff Seibert, Founder and CEO of Digits. Discover how Jeff’s entrepreneurial journey, from co-founding Crashlytics to his work at Twitter, shaped his approach to innovation in accounting technology. Learn about achieving 100% AI accuracy, balancing responsible AI regulation with innovation, and overcoming barriers to tech adoption in public accounting. Jeff also shares his philosophy on dynamic user interfaces and his vision for the future of AI in the accounting profession. For more...
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Private Equity in Accounting: Insights with Allan Koltin on Transformative Investment Trends
Digital CPA by CPA.com
In this episode of the Digital CPA Podcast, hosts Kacee Johnson and Kalil Merhib sit down with Allan Koltin, CEO of Koltin Consulting Group and one of the accounting profession’s most influential voices. Together, they explore the growing impact of private equity in accounting firms, from operational changes and cultural shifts to regulatory considerations and long-term implications for the industry. Allan also shares his expertise on mergers and acquisitions, providing insights into current trends, challenges, and strategies for firms of all sizes to thrive in an era of rapid...
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Transforming CPA Firms: Insights from Lisa Simpson on Business Model Transformation
Digital CPA by CPA.com
Podcast Description: In this episode, we’re joined by Lisa Simpson, VP of Firm Services at the AICPA, to explore the critical topic of business model transformation for CPA firms. Lisa shares insights on what business model transformation means, why it’s becoming essential, and the driving forces behind this shift. We’ll discuss the challenges firms face, the opportunities transformation presents, and practical advice for getting started. Lisa also sheds light on future trends shaping the industry and the role of leadership in fostering successful change. Don’t miss this conversation...
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Welcome to the Digital CPA Podcast, join Kacee, Kalil, and Elinor as they share their perspectives on the role of technology in reshaping accounting practices and discuss strategies for upskilling and staying relevant in today's tech-driven world. Whether you're a seasoned CPA or a tech enthusiast, this episode offers valuable insights and practical tips for embracing technology and driving innovation in the world of accounting.
In this episode, Elinor Litwack, a Partner at GRF CPAs, dives into the fascinating realm of technology upskilling. A seasoned professional in tech and innovation strategy within the firm, brings a wealth of experience to the discussion. As a former Advisory Board member of Digital CPA, Elinor sheds light on the current state of technology skills among CPAs, identifying common gaps and highlighting the importance of staying ahead in the tech game.
Exploring the nuances between basic and advanced tech skills, offering real-world examples of how technology is revolutionizing the accounting industry. From leveraging advanced technology applications to navigating the challenges of constantly evolving tech landscapes in accounting practices.
Tune in and discover how technology is transforming the way we work and the opportunities it presents for growth and success.
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.
Listen and find out more at digitalcpa.com/podcast.
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