Hosted by David Kells · 🇺🇸 US · EN · 18 episodes
Established thought leaders with verified media credentials.
For firm leaders who believe independence is a strength—not a limitation.Join us for candid conversations with industry experts, advisors, and fellow CPAs navigating growth, profitability, and succession without giving up control.Whether you’re weighing an upward merger, facing talent shortages, or simply want to run a smarter, more sustainable practice, this show delivers the strategies, tools, and mindsets you need to stay competitive—on your terms.
David Kells hosts The Independent CPA Firm Podcast: Your Source to Thrive in Today’s Market, a business show with 18 episodes published.
Are independent CPA firms being left behind—or are they simply missing the right resources? On this episode of the Independent CPA Firm Podcast, Dave Kells is joined by Denise Bethel of the California Society of CPAs and
Why More CPA Firms Are Choosing Employee Ownership to Stay Independent What if you could grow your firm, reward your people, and maintain independence—without turning to private equity? In this episode of The Independent
How do you scale a CPA firm, invest in technology, and compete with private equity—without losing your culture? In this episode of The Independent CPA Firm Podcast, Dave Kells sits down with Sara Dayton and Stephanie Wil
Are you confident your firm could withstand a cyber incident—or are there risks hiding in plain sight? In this episode of The Independent CPA Firm Podcast, Dave Kells sits down with Joseph Harford, President and Founder
Are you making decisions based on real data—or just gut feel? In this episode of The Independent CPA Firm Podcast, host Dave Kells sits down with Don Kreye, Business Development Manager at ABDO, to unpack why data visibi
What truly keeps people at a firm—and what drives sustainable growth in today’s competitive market? In this episode of The Independent CPA Firm Podcast, host Dave Kells is joined by Mark Kovaleski, Managing Partner, and
As CPA firms grow, complexity grows with them. More clients, more engagements, and more regulatory expectations mean that the old manual ways of managing risk and compliance can quickly become a bottleneck. In this episo
How do you grow a CPA firm without losing the personal relationships that built it in the first place? In this episode of The Independent CPA Firm Podcast, Dave Kells sits down with Bobby Greco, Co-CEO of CSI Group, to d
Are you future-proofing your firm—or falling behind the curve? AI and outsourcing aren’t just buzzwords—they’re survival tools. In this episode of The Independent CPA Firm Podcast, host Dave Kells sits down with the Chie
Can you really scale your CPA firm—without giving up control? In this episode of The Independent CPA Firm Podcast, host Dave Kells is joined by Joel Cooperman, CEO of Citrin Cooperman, for a powerful conversation on how
Tired of outdated succession models? In this episode of The Independent CPA Firm Podcast, host Dave Kells sits down with Michelle Hammond, Chief Strategy Officer at SSC CPAs and Advisors, to explore how their ESOP struct
What does it really take to grow—and stay strong—in today’s accounting landscape? In this episode, host Dave Kells talks with Steve McDonald, Managing Partner at ABDO, about building a thriving firm without losing sight
Thinking About Wealth Management? Start Here. In this episode of The Independent CPA Firm Podcast, host Dave Kells sits down with Dennis Covington, Managing Partner at Savant Wealth Management, to explore how CPA firms c
Does your firm treat learning as a checkbox—or a growth strategy? In this episode, host Dave Kells is joined by learning and development experts Mary Ardath and Jason McKeever for a deep-dive into how accounting firms ca
In this episode of the Independent CPA Firm Podcast, host David Kells sits down with Jin Chang, CEO and Co-Founder of Fieldguide, to explore how AI is reshaping the role of CPAs and transforming both audit and advisory p
Thinking about offshoring but don’t know where to start? In this episode, host Dave Kells speaks with Laurence Whittam of Impact Global Solutions about how offshoring can help firms create capacity, reduce burnout, reinv
Are you undercharging clients—or undervaluing your own expertise? In this episode, host Dave Kells sits down with Tavi Meketon, Managing Director at Whitman Transition Advisors and member of the WTA Profit Team, to explo
Struggling to keep up with tech—but don’t have a massive IT budget? In this episode, Dave Kells is joined by Michael Roglen, Director of Sales at SysCloud, for a deep dive into how independent CPA firms can use technolog
We’re excited to kick off our very first episode of The Independent CPA Firm Podcast: Your Source to Thrive in Today’s Market! Host Dave Kells is joined by Tavi Meketon from the Profit Team at Whitman Transition Advisors
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The Independent CPA Firm Podcast: Your Source to Thrive in Today’s Market is hosted by David Kells. The show is categorised under business and has published 18 episodes.
The Independent CPA Firm Podcast: Your Source to Thrive in Today’s Market has published 18 episodes.
The Independent CPA Firm Podcast: Your Source to Thrive in Today’s Market regularly covers business. It sits in the business category.
The Independent CPA Firm Podcast: Your Source to Thrive in Today’s Market is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
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Episodes of The Independent CPA Firm Podcast: Your Source to Thrive in Today’s Market average 21 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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