The Big 4 Transparency Podcast

In Episode 54 of the Big 4 Transparency Podcast, I’m joined by Ryan Bakke, a young CPA who grew his firm to $3M+ in revenue in just a few years. Ryan talks to us about what he does differently is his marketing and sales approach, using old-school direct response type messaging and catchy hooks to build his audience and client list.Check out our sponsor, Forwardly for B2B payments made easy: https://www.forwardly.com/Connect with Ryan:LinkedIn: https://www.linkedin.com/in/ryanbakkecpa/Twitter: https://x.com/RyanBakkeCPAWebsite: https://taxstrategy365.com/apply-2?el=linkedinGet in touch with me:Website: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 53 of the Big 4 Transparency Podcast, I’m joined by David Leary, Co-host of the accounting podcast and co-founder of Earmark to talk about his journey as a non-CPA building in the accounting space, the inner working of The Accounting Podcast, and covering some industry news. We also talk about how accountants have the skillset to benefit greatly from improvements in AI, and a look behind the scenes of the work I’m doing to build out Big 4 Transparency.Check out our sponsor, Forwardly for B2B payments made easy: https://www.forwardly.com/Connect with David:LinkedIn: https://www.linkedin.com/in/davidleary/Earmark: https://earmarkcpe.com/Get in touch with me:Website: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 52 of the Big 4 Transparency Podcast, I’m joined by a former colleague of mine, Erica Newman, who is now a Senior Manager in recruitment for Deloitte Caribbean and Bermuda Countries. Erica shares her experience moving to the Caribbean with Deloitte, what to expect when relocating to work in that region, and how to make the move. Connect with Erica:LinkedIn: https://www.linkedin.com/in/ericanewman/Get in touch with me:Website: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 51 of the Big 4 Transparency Podcast, I’m joined by Graham McGuire, the brand new founder of Kingswood accounting, a firm launched just about a month ago. In this episode, we cover the first steps Graham is taking with a brand new firm, how he’s finding his niche, and how he made the jump. Follow Graham on his journey: LinkedIn: https://www.linkedin.com/in/grahamcpa/Get in touch with me:Website: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 50 of the Big 4 Transparency Podcast, I’m joined by Abir Syed, also known as The Cranky CPA on TikTok, and a co-founder of UpCounting, a firm specializing in e-commerce that combines accounting, advisory, and growth marketing to offer a one-stop shop to support high-growth e-commerce businesses. Follow Abir: LinkedIn: https://www.linkedin.com/in/abir-syed/Get in touch with me:Website: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 49 of the Big 4 Transparency Podcast, I’m joined by Seth Fineberg, the founder of Accountants forward, which is both an accounting blog and a business that consults with vendors and service providers in the accounting space on how to better connect with accounting professionals. In this episode, we talk about how technology changes have impacted other professions throughout the years, and how we think accounting is likely to adapt to evolutions in AI. We also talk about how Seth helps accounting vendors, and the importance of being a strong writer, even in professions like accounting. Follow Seth: LinkedIn: https://www.linkedin.com/in/seth-fineberg-86aa8663/Accountants Forward: https://sethfineberg.com/Sponsor:The Net Gains is the go-to weekly newsletter for accounting professionals, offering free, fresh insights and industry news you can’t afford to miss. From career tips to the latest innovations, The Net Gains delivers the knowledge you need to thrive in the accounting sector.Curated by industry experts, it’s your one-stop source for staying ahead of trends, discovering strategic opportunities, and keeping up with the conversations shaping the profession.Sign up today at www.thenetgains.coGet in touch with me:Website: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 48 of the Big 4 Transparency Podcast, I’m joined by Daniel Hood, editor-in-chief at Accounting Today. In this episode, we talk about Dan’s career in media in the accounting space, what makes covering the accounting industry unique, and where all of these conversations about the industry and its struggles are leading us. We also cover Accounting Today’s recent PE summit conference, as well as what we’re seeing so far in terms of PE deals and what we can learn from them.Follow Daniel: LinkedIn: https://www.linkedin.com/in/daniel-hood-3494ab49/ PE Summit webpage: https://conference.accountingtoday.com/event/pe-summit/homeGet in touch with me:Website: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 47 of the Big 4 Transparency Podcast, I’m joined by Kendale King, founder of CPACon and KCK CPA. In this episode, Kendale and I talk about the first edition of CPACon, a new conference looking to do things differently and celebrate the CPA profession. We also talk about accounting for entertainers and becoming a specialist in the crypto space. Follow Kendale: LinkedIn: https://www.linkedin.com/in/kendale-king-cpa-%F0%9F%92%B5-90916721/Check out CPACon: https://www.thecpacon.com/Get in touch with me:Website: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 46 of the Big 4 Transparency Podcast, I’m joined by Eric Rabinovich, VP at Live Oak Bank, a bank with a specialized branch for accounting and tax firms, helping them access capital for M&A transactions and operating capital. In this episode, we explore options for partner buyouts, ESOPs, firm acquisitions, and firm working capital all through SBA loans. Follow Eric: LinkedIn: https://www.linkedin.com/in/eric-rabinovich-pmp-651a0516/Get in touch with me:Website: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 45 of the Big 4 Transparency Podcast, I’m joined by Robert Gauvreau, Founder and CEO of Gauvreau Accounting Tax Law and Advisory, a Canadian firm offering both accounting and legal services. Robert’s firm is unique in that he’s reached $20M in revenue as the only equity partner and has huge ambitions to scale to $100M while retaining full ownership and control. We also talk about the importance of coaching, and Robert’s story becoming a CPA Fellow and the significance of that achievement to him.Follow Robert:LinkedIn: https://www.linkedin.com/in/robert-gauvreau/Check out his podcast: https://open.spotify.com/show/1Fbtl63a0UzCTqEduPMAd6?si=c3509d60c9844f51Read Robert’s Book: https://gauvreaucpa.ca/the-wealthy-entrepreneurGet in touch with me:Website: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 44 of the Big 4 Transparency Podcast, I share my opinion on PE in the accounting industry based on the deep dive I did into the data collected on Big 4 Transparency as well as conversations I had with guests in previous episodes. Get in touch with me:Website: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 43 of the Big 4 Transparency Podcast, I’m joined by Marianne Galante, Founder of Galante Talent Strategies, and former Executive Director of Resource Management at KPMG. In this episode, we talk all about the impact that a strong back-office function can have on large firms and the role they play in a firm’s growth. We also talk about how resource management has evolved over the last decade, and the issues that were top of mind at KPMG.Follow Marianne: LinkedIn: https://www.linkedin.com/in/marianne-galante-0299a01/Referenced article: https://galantetalentstrategies.com/2024/11/19/from-data-to-decision-how-skills-kpis-elevate-workforce-planning/Get in touch with me:Website: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 42 of the Big 4 Transparency Podcast, I’m joined by Brant Hansen, co-founder of Hansen Harding, an intermediary firm that works with Private Equity to facilitate deals with accounting firms. In this episode, Brant walks us through the reasoning behind these private equity deals, how PE generates their returns on these deals, and the factors that will most often lead to a deal’s outcomes. We get really into the details on multiples arbitrage, and the firm dynamics that will lead them to selling as well. Follow Brant: LinkedIn: https://www.linkedin.com/in/brant-hansen-0ba75a59/Get in touch with me:Website: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 41 of the Big 4 Transparency Podcast, I’m joined by Michael Hoover, Chief Growth & Strategy Officer at Bennett Thrasher. In this episode, we cover what Bennett Thrasher does differently to remain fiercely independent and entrepreneurial at scale, how that makes them a unique place to work, why so many firms are doing PE deals and the positives and negatives of these deals. Follow Michael: LinkedIn: https://www.linkedin.com/in/michaelwhoover/Get in touch with me:Website: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 40 of the Big 4 Transparency Podcast, I’m joined by Tim Petrey, CEO of HD Growth Partners, a regional accounting firm that was acquired this year by Ascend, a platform for firms backed by PE. Tim shares his journey with the acquisition, what it’s like working with Ascend, and how the acquisition has changed things for his team. Tim also talks about his views on the accounting industry as a whole, and what drove him to start a payroll practice while running his firm as well. We also talk about Tim’s investment in Big 4 Transparency - he recently came on as an investor and shares the thought process that drove his decision. Follow Tim: LinkedIn: https://www.linkedin.com/in/petreycpa/Get in touch with me:Website: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 39 of the Big 4 Transparency Podcast, I am joined by Sharrin Fuller, CEO of Glass Wallet, an advisory group focused on helping firms scale more effectively as well as CEO of Core Financial Pros, an accounting firm focused on the health & wellness sector. In this episode, Sharrin and I discuss where many firm owners get stuck, and some really simple changes to make to your firm and your contracts that can make a world of difference when selling your firm. Check out our Sponsor, Anchor: https://hubs.la/Q02R2ygD0Follow Sharrin: LinkedIn: https://www.linkedin.com/in/sharrinfuller/Get in touch with me:Website: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 38 of the Big 4 Transparency Podcast, I am joined by Mike Sylvester, Partner at SBS CPA Group, and most recently the founder of the collaboration room, a community for accounting professionals. In the episode, we talk about Mike’s late career pivot into accounting, how he and his wife scaled their firm together, and how they are currently doing their succession planning to retire while setting up their employees for success. We also touch on a few current topics, like the debacle with Intuit’s “Break-up with your tax pro” campaign, and we talk about the launch of the collaboration room.Follow Mike:Twitter: https://x.com/MikeSyl36625988The Collaboration Room: https://thecollaborationroom.circle.so/c/join-now/Get in touch with me:Website: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 37 of the Big 4 Transparency Podcast, I am joined by Tony Wilson, Founder of Acquip, a virtual CFO firm for digital agencies, and Tax-Minded, a community for professionals in the tax space. In this episode, we discuss how Tony decided his area of specialization and the niche for his firm to focus on. We also cover rotational programs and the type of student jobs that will set you up for success later in your career. Follow Tony: LinkedIn: https://www.linkedin.com/in/tony-wilson-cpa/Tax-Minded: https://docs.google.com/forms/d/e/1FAIpQLSf1M96sKABOxD8telA0HIbnN_5ng2jpP36LKeMFQvFWbAOrag/viewformGet in touch with me:Website: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 36 of the Big 4 Transparency Podcast, I am joined by Ben Wann, Owner of CFO Consultants LLC, a firm built up by acquisitions. Ben walks us through how he’s made 3, and maybe soon to be 4 acquisitions in the accounting space over the last 18 months. We also get deep into the details of how he financed these acquisitions, where he found these firms, and how he’s working on integrating them all. We also discuss private equity’s involvement in the space, and how an acquirer can get more out of a firm acquisition by keeping their staff happy. Follow Ben: LinkedIn: https://www.linkedin.com/in/ben-wann/Twitter: https://x.com/BenWann_CMAGet in touch with me:Website: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 35 of the Big 4 Transparency Podcast, I am joined by Tal Ben Bassat, CFO and COO at Anchor. Tal has a background as a CPA as well as an attorney working in prosecuting white collar crime. He shares how being educated in both areas gave him the base he needs to be a great generalist in the business world when it comes to finance and operation and how that led him to a COO and CFO position at Anchor. Check out our Sponsor, Anchor: https://hubs.la/Q02R2ygD0Follow Tal: LinkedIn: https://www.linkedin.com/in/talbb/Get in touch with me:Website: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 34 of the Big 4 Transparency Podcast, I am joined by Blake Oliver, host of the Accounting Podcast, and CEO / Founder of Earmark. In part 2 of this interview, we discuss the new generation of accountants and what people are seeking from their careers, where remote work is falling short, and the flaws in the current firm model. Check out our Sponsor, Forwardly: https://www.forwardly.com/partner-referral?referral_partner_id=Big4Transparency&referral_partner_name=Dom%20PiscopoFollow Blake: LinkedIn: https://www.linkedin.com/in/blaketoliver/Twitter: https://x.com/BlakeTOliverEarmark: https://earmarkcpe.com/Get in touch with me:Website: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 33 of the Big 4 Transparency Podcast, I am joined by Blake Oliver, host of the Accounting Podcast, and CEO/Founder of Earmark. In part 1 of this interview, we discuss Blake’s early career, transitioning to music all the way to selling his cloud-based accounting firm and how he taught himself how to build the firm along the way. We also dive deep into the topic of processes and the increasingly important role software plays in firm operations. Check out our Sponsor, Forwardly: https://www.forwardly.com/partner-referral?referral_partner_id=Big4Transparency&referral_partner_name=Dom%20PiscopoFollow Blake: LinkedIn: https://www.linkedin.com/in/blaketoliver/Twitter: https://x.com/BlakeTOliverEarmark: https://earmarkcpe.com/Get in touch with me:Website: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 32 of the Big 4 Transparency Podcast, I am joined by Dean Blachford, an independent tax lawyer specializing in tax disputes in Canada. In this episode, we cover what differentiates tax law, and the different streams within it, Dean’s story of how he launched his own practice, and a story of stepping up to the plate when faced with career adversity. We also talk about the Blachford Tax Law Charity Softball game, an annual event which I believe to be the perfect blend of philanthropy, networking and marketing for Dean’s firm. I think a lot of firms could greatly benefit from similar events, and get more fulfillment from their work by driving community impact through this type of philanthropy. Check out our Sponsor, Forwardly: https://www.forwardly.com/partner-referral?referral_partner_id=Big4Transparency&referral_partner_name=Dom%20PiscopoFollow Dean: LinkedIn: https://www.linkedin.com/in/dean-blachford-57042a44/Earn Free CPD with Dean’s Tax Dispute Webinar: https://us06web.zoom.us/webinar/register/WN_WAgD-P3XQx2z3eNLE8svYw#/registrationGet in touch with me:Website: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 31 of the Big 4 Transparency Podcast, I am joined by Isaac Perdomo, the Co-Founder of Opzer, a company which helps accounting firms improve their workflows and implement tools to automate processes. Isaac shares frameworks on the different applications of AI, the different metrics firms can use to assess the effectiveness of their processes, and where to start if you want to become a pro at automation. Check out our Sponsor, Forwardly: https://www.forwardly.com/partner-referral?referral_partner_id=Big4Transparency&referral_partner_name=Dom%20PiscopoFollow Isaac:LinkedIn: https://www.linkedin.com/in/isaac-perdomo/Practice Management Software Benchmarks: https://opzer.co/Get in touch with me:Website: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 30 of the Big 4 Transparency Podcast, I am joined by Katrina Nacci, a solo practitioner working in cross-border advisory, working out of Germany and Boston. We chat all about her journey to where she is today, the cultural difference of working in Europe versus North America and her views on Private Equity in the accounting space.Check out our Sponsor, Forwardly: https://www.forwardly.com/partner-referral?referral_partner_id=Big4Transparency&referral_partner_name=Dom%20PiscopoFollow Katrina:LinkedIn: https://www.linkedin.com/in/katrina-nacci-cpa/Ebook: www.theinternationalaccountant.com Get in touch with meWebsite: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 29 of the Big 4 Transparency Podcast, I am joined by Jason Blumer, CEO of Thriveal, and of Blumer & Associates. Jason has been a huge inspiration to me in the podcast world, showing how consistency with podcasting can lead to great business outcomes. Jason talks about the need for inspiration as a founder, and how he has become so productive by learning to leverage his time through administrative support. Follow JasonLinkedIn: https://www.linkedin.com/in/jasonblumer/Twitter: https://x.com/JasonMBlumerCheck out deeper weekend: https://thriveal.com/deeper-weekend/Get in touch with meWebsite: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 28 of the Big 4 Transparency Podcast, I am joined by Nick Boscia, Partner at Boscia & Boscia P.C. who shares the stories of taking over his father’s firm with his brother and working toward modernizing the practice in order to support a more balanced lifestyle. Nick goes into detail on the initiatives he undertook to improve the firm operations and the impact of each change which now allow him to live a great lifestyle, incorporating fitness, travel and mindfulness into his life. Follow NickLinkedIn: https://www.linkedin.com/in/nickboscia/Twitter: https://x.com/BosciaNickGet in touch with meWebsite: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 27 of the Big 4 Transparency Podcast, I am joined by Wade Runge, an exited partner from a small firm that was acquired, and current director at Porte Brown. Wade shares his almost 4 decade journey in public accounting with us, and recounts the stories of becoming a junior party in his late 20s and how that shaped his experience in the industry. Wade also walks us through what it was like selling his firm, and how he’s remained happy as a director at the acquiring firm for 9 years and counting. We discuss the learning curve of becoming a part of a larger firm, and how Wade is learning to leverage his time as part of a member of a larger firm. Finally we discuss some of the magic happening behind the scenes that has helped Porte Brown rank as the best employer in Illinois, and win an award for being a top firm to work for from accounting today. Follow Wade LinkedIn: https://www.linkedin.com/in/wade-a-runge-cpa-cva-b1035ab/Get in touch with meWebsite: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 26 of the Big 4 Transparency Podcast, I am joined by Chad Davis, Co-Founder and Partner at LiveCA LLP. I recently met Chad at Bridging The Gap Conference in Chicago where he was on panels discussing EOS. In this episode, we dive a little deeper into his experience implementing EOS at his firm, how that changed his experience working there and where the firm is today after the implementation. We also discuss automation as Chad has had great success with improving operational efficiency through simple automations which may be more within reach than you think. Finally, we discuss Chad’s latest project, automationtown - a community where you can learn and become better at automating elements of your work. Be sure to check it out once it goes live. Follow Chad LinkedIn: https://www.linkedin.com/in/chaddavis1/Twitter: https://x.com/chaddavisAutomationtown: https://automationtown.ioGet in touch with meWebsite: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In this episode, I share some thoughts about broadening my horizons and information diet while I’m at Bridging the Gap 2024 in Chicago, IL.

In Episode 24 of the Big 4 Transparency Podcast, I am joined by Jeanne Hardy, Founder and CEO of Creative Business Inc., an accounting, operations and back-office support firm for the creative industries as well as the Founder and CEO of Levvy, a practice management software for accounting firms specializing in CAS offerings. In this episode, we discuss why accounting firm operators are uniquely positioned to create software for the industry, how Jeanne was able to step back from most of the client service elements of her role, and how serving the creative industry is unique. Follow Jeanne: LinkedIn: https://www.linkedin.com/in/jeannehardy/Levvy: https://levvy.com/Get in touch with meWebsite: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In this episode, I share a business update about Big 4 Transparency and talk about the company’s mission. Get in touch with me:Website: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 22 of the Big 4 Transparency Podcast, I am joined by Julian White, founder of Zentia AI and an expert at improving firm workflows and efficiency by implementing AI in practical manners. In this episode, we discuss where firms are finding success with AI today, some successful applications Julian has been a part of, and what accounting professionals can do to stay ahead of the curve when it comes to the evolution of AI in our profession. Follow JulianLinkedIn: https://www.linkedin.com/in/julian-white-8038973/Twitter: https://x.com/JulianZentiaAIZentia AI: https://bit.ly/zentiaGet in touch with meWebsite: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 21 of the Big 4 Transparency Podcast, I am joined by Tina Teodorescu, founder of Talent Edge Advisors, and former Chief People Officer in various accounting firms. Tina shares insights from her experience in accounting firms to shed some light on discussions being had at the most senior levels in firms. Firm leadership is generally concerned about people no longer being as motivated by the traditional partnership model, and how difficult it has become to attract and retain strong accounting talent given the accounting talent pipeline crisis and the lack of distinguishing factors beyond compensation for many employers to compel talent to stay at their firm. Follow TinaLinkedIn: https://www.linkedin.com/in/teodorescu/Talent Edge Advisors: https://www.talentedgeadvisors.com/Get in touch with meWebsite: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 20 of the Big 4 Transparency Podcast, I am joined by Jason Staats, host of the Staats Daily Podcast, Founder or Realize, and former public accounting firm partner prior to selling the practice. In this episode, we discuss Jason’s career in accounting leading to where he is today, what he’s most excited about for the profession, and advice to young professionals. We also discuss his creative process, and where he gets the inspiration for his daily podcast. Follow Jason StaatsLinkedIn: https://www.linkedin.com/in/jstaats/Twitter: https://x.com/JStaatsCPARealize Community: https://rlz.io/Weekly Newsletter: https://www.newsletter.jason.cpa/Daily Podcast: https://tr.ee/3-vYEU9kbUGet in touch with meWebsite: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 19 of the Big 4 Transparency Podcast, I am joined by Dr. Josh McGowan, Associate Director of the William H. Carr School of Accountancy at Troy University in Alabama. In this episode, we talk about what led Josh into the academic field as a CPA, and what he finds most fulfilling in the role. We also discuss how students are feeling about the accounting industry, where they are getting their information and what Josh is most excited about in the industry.Follow JoshLinkedIn: https://www.linkedin.com/in/dr-josh-mcgowan-cpa-503846b7/Twitter: https://x.com/Jmcgowan3838Get in touch with meWebsite: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 18 of the Big 4 Transparency Podcast, I am joined by Jack Kalb, Co-Founder and partner at Minted Search Group. In this episode we talk about what drew Jack from the public accounting world over to external recruitment, his journey starting his own recruitment firm, and why there is such a strained relationship between accounting professionals and recruiters. Jack understands the accounting professional’s perspective on the recruitment process being a CPA himself, and shares some advice on how to make the most out of your relationship with a recruiter.Canadian Salary guide: https://www.mintedsearchgroup.com/salary-guideFollow JackLinkedIn: https://www.linkedin.com/in/jack-kalb-cpa-ca-46319a54/Newsletter: https://www.linkedin.com/newsletters/7079469970891378689/Get in touch with meWebsite: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 17 of the Big 4 Transparency Podcast, I am joined by Sabrina Parris, President of Honeycomb State Tax Strategies. In this episode we talk all about specializing as a service provider to other firms, dealing with impostor syndrome, growing a community and more. Sabrina shares some advice for young accounting professionals and we discuss the ups and downs of being fully authentic in the workplace.Follow SabrinaLinkedIn: https://www.linkedin.com/in/sabrinapcookcpa/Twitter: https://x.com/IraGilliganGet in touch with meWebsite: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 16 of the Big 4 Transparency Podcast, I am joined by Ryan Lazanis, the CEO of Future Firm, and exited founder of Xen Accounting. Ryan takes the knowledge and best practices he learned while building Xen Accounting and offers educational material as well as a community to accounting professionals who hope to build the firms of their dreams. Ryan focused on how to get out of the weeds with your firm and instead focus on improving and growing the business to make the firm somewhere you will be happy to work.Follow RyanLinkedIn: https://www.linkedin.com/in/ryanlazanis/Twitter: https://x.com/ryanlazanisNewsletter: https://futurefirm.co/newsletter/Get in touch with meWebsite: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 15 of the Big 4 Transparency Podcast, I am joined by Yuri Kapilovich, the fun CPA and managing partner at Kapilovich & Associates LLC. Yuri aims to take on the accounting firm world in his own way, making it an enjoyable experience to work in public accounting. In our discussion, we cover his journey to being a firm owner, comparing modern firms to PE backed firms, the value of firm branding and advice for professionals to make the most of their careers. Follow YuriLinkedIn: https://www.linkedin.com/in/ykapilovich/Get in touch with meWebsite: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 14 of the Big 4 Transparency Podcast, I am joined by Mike Maksymiw, Executive Director at the Aprio Firm Alliance. Mike has worked in public accounting for nearly 20 years, and has seen it all - from being part of a firm being acquired, to operating as a principal at a top firm to now leading the Aprio Firm Alliance. Mike and I discuss learnings from his career, when it is time to sell a firm versus join an alliance, and how to fix the profession. This episode is sponsored by Liveflow, your software of choice for advanced reporting and consolidation for QuickBooks Online and winner of many G2 awards. Check them out at the link below to enjoy 25% your first three months! Check out LiveFlow here: https://bit.ly/lvflowFollow MikeTwitter: https://twitter.com/MikeMax32CPALinkedIn: https://www.linkedin.com/in/mikemaksymiwjr/Get in touch with meWebsite: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 13 of the Big 4 Transparency Podcast, I am joined by Zane Stevens, Founding Partner of Protea which is a niche firm serving the wine industry. We discuss what makes the wine industry unique and why being a niche provider in the space allows Protea to stand out and better serve their clients. Zane also talks about how their offshoring strategy is done through a wholly owned subsidiary in South Africa and how he integrates the staff there to be more part of the core team rather than an offshore resource as many other firms frame it.Follow Zane StevensTwitter: https://twitter.com/zane_stevens_LinkedIn: https://www.linkedin.com/in/zane-stevens/Get in touch with meWebsite: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 12 of the Big 4 Transparency Podcast, I am joined by Mike Libbey, COO and Partner at Your Bottom Line. Mike has had a very unique journey, working his way up in a family accounting business as a non-CPA. Eventually, he took a keen interest to focusing on the firm’s operations and improving the systems and processes of the firm. Today, with the help from the Realize community, he is 95% removed from client work and working on the business rather than in it.Follow Mike LibbeyTwitter: https://twitter.com/mikelibbey_LinkedIn: https://www.linkedin.com/in/mike-libbey-91b3122b/Get in touch with meWebsite: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 11 of the Big 4 Transparency Podcast, I am joined by Jaimie Nichols, founder of Mountain West Tax. She made the decision to start her own firm only a few months prior to this recording and is going through her first tax season as a firm owner, sharing how the experience measures up compared to what she expected, and sharing some early lessons she’s learned in starting her firm. She also talks about how TaxTwitter was instrumental in her journey as an accounting professional and how that community has helped her drive business for her new firm. Follow JaimieTwitter: https://twitter.com/mountainwesttaxCheck out her firm: https://www.mntnwest.com/Get in touch with meWebsite: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 10 of the Big 4 Transparency Podcast, I am joined by Roman Villard, founder of Full Send Finance and Co-Founder of Full Send Design. In this episode, we cover how branding can be a key differentiator for accounting firms who are looking to attract a certain kind of clientele as well as the role it plays in creating culture and attracting the right kind of talent. We also discuss Roman’s journey with starting his own firm, what makes CAS a great business model for new firms, and who should be considering going into entrepreneurship and launching their own firms.Follow RomanFull Send Design: https://www.fullsend.design/LinkedIn: https://www.linkedin.com/in/rdvcpa/Get in touch with meWebsite: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 9 of the Big 4 Transparency Podcast, I am joined by Logan Graf, owner of The Graf Tax Co and one of my favorite content creators in the accounting space. In this episode, we dive into Logan’s journey of starting his own accounting firm a few years back, and share some best practices he’s learned along the way. Follow LoganSign up for Logan’s Community: https://bit.ly/498kNrKCheck out his YouTube: https://www.youtube.com/@taxtelegrafLinkedIn: https://www.linkedin.com/in/logangraf/Get in touch with meWebsite: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 8 of the Big 4 Transparency Podcast I am joined by Randy Crabtree, Co-Founder of Tri-Merit and host of The Unique CPA Podcast. Randy is a second-time firm founder and outspoken advocate for mental health in the accounting profession. In this episode, we discuss the common pitfall that firm owners and CPAs face, that is wanting to be overly involved in every aspect of client work and business operations, and how Randy found balance in his career. We also cover how Tri-Merit has grown so rapidly and why your firm should consider investing more heavily in business development from the start. Follow RandyCheck out the Bridging the Gap Conference here: https://bit.ly/btgconfThe Unique CPA Podcast: https://tri-merit.com/podcasts/LinkedIn: https://www.linkedin.com/in/randy-crabtree-1945a67/Get in touch with meWebsite: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 7 of the Big 4 Transparency Podcast I am joined by Chase Birky, CEO and Co-Founder of Dark Horse CPAs. Dark Horse takes a different approach to the franchise model, having built incentives around elevating the group as a whole and sharing equity in the overall organization rather than a traditional franchise and fee model. Chase and I discuss many topics ranging from the limitations of the partnership model at scale, Employee Stock Option plans for firms, sale of secondary shares by employees, and how to offer an alternative to the traditional CPA firm model. This episode is sponsored by Pluvo, by rain technologies. Pluvo is a one-stop-shop for business owners and decision makers to plan, strategize and project their finances with unparalleled efficiency. Pluvo integrates directly with QBO, offering you a smoother process and includes a suite of FP&A tool supporting forecasting, scenario planning and financial reporting. Reduce the amount of time you are spending on manual tasks, and focus on strategic decision making instead. Pluvo is a great addition to your firm if you are looking to step up your game in virtual CFO services with clients or improve the internal finance function of your firm. Check them out in the episode’s show notes.Check Pluvo out here: https://bit.ly/pluvorainFollow ChaseLinkedIn: https://www.linkedin.com/in/chasebirky/Dark Horse: https://abetterway.cpa/Get in touch with meWebsite: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In episode 6 of the Big 4 Transparency podcast, I am joined by Craig Hausz, co-founder and CEO of CMH Advisors. What makes Craig’s experience unique is that in addition to being a CPA, he is also a Certified Financial Planner, which allows his firm to offer both tax & accounting services as well as wealth management. In this episode we discuss the synergies in offering both services to clients, giving a more 360 coverage of clients’ financial wellbeing while maximizing profitability. We discuss the difference in pricing models in financial advisory versus accounting services and how accounting professionals can do a better job in valuing the services they offer. We also cover topics like the 150 hour rule, variable compensation based on billing, and the early days of launching CMH advisors. This episode is sponsored by Pluvo, by rain technologies. Pluvo is a one-stop-shop for business owners and decision makers to plan, strategize and project their finances with unparalleled efficiency. Pluvo integrates directly with QBO, offering you a smoother process and includes a suite of FP&A tool supporting forecasting, scenario planning and financial reporting. Reduce the amount of time you are spending on manual tasks, and focus on strategic decision making instead. Pluvo is a great addition to your firm if you are looking to step up your game in virtual CFO services with clients. Check them out in the episode’s shownotes.Check Pluvo out here: https://bit.ly/pluvorainFollow Craig:LinkedIn: https://www.linkedin.com/in/craighausz/Twitter: https://twitter.com/CPATaxTeamCMH Advisors: https://www.cpataxteam.com/Get in touch with meWebsite: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/

In Episode 5 of The Big 4 Transparency Podcast, we’re joined by Mike Manalac, Accounting manager at Google, and author of No Flux Given, the playbook on how to land your dream job in accounting.Mike shares learnings from his journey to landing his dream job at Google, and how years of preparation were needed in order to get him to where he is today. Mike shows the type of foresight, planning and determination that is needed to land the most competitive positions, and shares what he learned along the way so you can save years on your own journey.This episode is sponsored by Pluvo, by rain technologies. Pluvo is a one-stop-shop for business owners and decision makers to plan, strategize and project their finances with unparalleled efficiency. Pluvo integrates directly with QBO, offering you a smoother process and includes a suite of FP&A tool supporting forecasting, scenario planning and financial reporting. Reduce the amount of time you are spending on manual tasks, and focus on strategic decision making instead. Pluvo is a great addition to your firm if you are looking to step up your game in virtual CFO services with clients. Check them out in the episode’s shownotes.Check Pluvo out here: https://bit.ly/pluvorainFollow Mike:Website: https://www.mikefromaccounting.com/LinkedIn: https://www.linkedin.com/in/mikemanalac/Get in touch with meWebsite: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: [email protected]: https://twitter.com/B4TransparencyLinkedIn: https://www.linkedin.com/in/dopiscopo/