The Independent CPA Firm Podcast: Your Source to Thrive in Today’s Market

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.

The Independent CPA Firm Podcast: Your Source to Thrive in Today’s Market is a business podcast hosted by David Kells, with 24 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

David Kells hosts The Independent CPA Firm Podcast: Your Source to Thrive in Today’s Market, a business show with 24 episodes published.

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  The Independent CPA Firm Podcast: Your Source to Thrive in Today’s Market

  Ep 24: How Independent CPA Firms Can Deliver More Value with Pete Caltabiano and Mike Zaremski

  Aug 11, 202619 min

  How do you become more than your client’s accountant? In this episode of The Independent CPA Firm Podcast , host Dave Kells is joined by Whitman Advisory’s Pete Caltabiano and Mike Zaremski to discuss how independent CPA firms can expand their value through strategic advisory, talent solutions, and trusted partnerships that help clients solve bigger business challenges. In this episode, you will be able to: • Recognize when clients need strategic financial leadership beyond traditional accounting • Learn how fractional CFO, executive recruiting, and funding solutions work together to support client growth • Discover practical ways to expand your firm’s advisory services and strengthen client relationships • Explore how AI can improve efficiency while keeping people at the center of client service • Understand how strategic partnerships help independent firms compete, grow, and remain indispensable advisors Listen to the full episode! #IndependentCPAFirm #AccountingLeadership #AdvisoryServices #FirmGrowth #TrustedAdvisor

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  The Independent CPA Firm Podcast: Your Source to Thrive in Today’s Market

  Ep 23: How Independent Firms Can Scale and Stay Independent with Roth&Co

  Jul 29, 202621 min

  What does it take for an independent CPA firm to scale without losing what makes it unique? In this episode of The Independent CPA Firm Podcast , host Dave Kells speaks with Alice Lerman, Wendy Barlin, and Michael Wegh of Roth&Co about the investments, infrastructure, and leadership decisions that support sustainable growth. In this episode, you will be able to: • Understand why strong leadership and infrastructure are essential before expansion • Learn how industry specialization and CAS services can differentiate an independent firm • Explore why people and processes should come before technology and AI • Discover what makes offshoring successful as a long-term talent strategy • See how culture, flexibility, and client relationships support firm growth Listen to the full episode to learn how Roth & Company is building a stronger, more scalable firm while remaining fiercely independent! #IndependentCPAFirm #AccountingLeadership #CAS #FirmGrowth #FutureOfAccounting

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  The Independent CPA Firm Podcast: Your Source to Thrive in Today’s Market

  Ep 22: How Independent CPA Firms Can Thrive Through AI, Advisory, and Trust with Seth Fineberg

  Jul 23, 202621 min

  How can independent CPA firms evolve without losing the relationships and values that set them apart? In this episode of The Independent CPA Firm Podcast , host Dave Kells sits down with Seth Fineberg , Founder of Accountants Forward , to discuss how firms can use AI more strategically, move beyond transactional work, and build stronger trust with clients, employees, and technology partners. In this episode, you will be able to: • Understand how AI is reshaping the way CPA firms work and serve clients • Learn why advisory services are becoming essential to long-term growth • Explore how independent firms can compete by investing in people and technology • Discover why flexible, short-term planning matters in a rapidly changing profession • See how trust and better communication can strengthen client and vendor relationships Listen to the full episode of The Independent CPA Firm Podcast to learn how your firm can stay relevant, competitive, and independent! #IndependentCPAFirm #AIinAccounting #AdvisoryServices #AccountingLeadership #WhitmanAdvisory

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  The Independent CPA Firm Podcast: Your Source to Thrive in Today’s Market

  Ep 21: The Client-First Strategy For Independent CPA Firms

  Jul 14, 202617 min

  What does it really take to build an independent CPA firm that thrives for the long term? On this episode of the Independent CPA Firm Podcast , Dave Kells sits down with Paul Weinberg , Founder and Managing Partner of Weinberg Partners, Ltd , to discuss the mindset, strategies, and investments that have helped his firm grow for nearly four decades while remaining proudly independent. In this episode, you will be able to: Learn how to build sustainable, long-term growth without relying on outside capital. Discover why investing in people, culture, and client relationships creates a lasting competitive advantage. Understand how AI and technology can improve efficiency while strengthening client service. Explore practical approaches to remote work, staff development, and succession planning. Gain insights into why staying independent allows firms to control their future and grow on their own terms. Listen to the full episode to learn Paul’s playbook for building an independent CPA firm that stands the test of time! #IndependentCPAFirm #CPAFirmGrowth #AccountingLeadership #PracticeManagement #WhitmanAdvisory

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  The Independent CPA Firm Podcast: Your Source to Thrive in Today’s Market

  Ep 20: Building a Stronger CPA Firm Without Giving Up Independence with George Forsythe

  Jul 8, 202619 min

  Can independent CPA firms continue to grow without sacrificing their culture or control? In this episode of the Independent CPA Firm Podcast , Dave Kells sits down with George Forsythe , Managing Partner of WellsColeman , to discuss how his firm has grown organically while staying independent, investing in technology, and building a people-first culture that attracts both clients and talent. In this episode, you will be able to: Learn how an independent CPA firm grew from $2 million to over $10 million through organic growth. Discover why investing in technology and AI can strengthen—not replace—the value accountants provide. Understand how a strong culture drives talent retention, flexibility, and long-term success. Explore practical strategies for balancing onshore teams, offshore resources, and emerging technologies. See why focusing on sustainable growth and enterprise value creates stronger firms for the future. Independence isn’t about standing still—it’s about making intentional investments that help your firm grow on your own terms. Listen to the full episode now! #IndependentCPAFirm #CPAFirmGrowth #AccountingLeadership #PracticeManagement #WhitmanAdvisory

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