In this episode of Growing Your Firm, host David Cristello welcomes K.C. Eames, the Director of Client Accounting Services at Dark Horse CPAs. The conversation delves into the complexities of pricing in client accounting services (CAS) and the nuances that make it both an art and a science.

K.C. shares insights about the unique structure of Dark Horse CPAs, contrasting it with traditional accounting firms that operate on a pyramid model.

The episode emphasizes the importance of understanding both the quantifiable and intuitive aspects of pricing, particularly as firms navigate the evolving landscape of CAS best practices. 

Tune in to discover valuable strategies for enhancing your firm's operations and achieving your goals faster.

In this episode of the Growing Your Firm podcast, host David Cristello welcomes Alan Whitman, the former CEO and chairman of Baker Tilly. Alan shares his remarkable journey of transforming Baker Tilly from a $475 million firm to a $1.5 billion powerhouse. 

Throughout the conversation, Alan describes how businesses can thrive – largely by prioritizing strategy over aimless “accumulation.”

Alan Whitman is a seasoned leader in the accounting and advisory industry, known for his transformative role as the former CEO and Chairman of Baker Tilly. As leader, he successfully scaled the organization from $475 million to $1.5 billion, demonstrating a keen understanding of strategic growth and operational maturity. 

Currently, Alan runs an advisory practice where he shares his expertise in scaling firms and implementing best practices for growth. He is a sought-after speaker and thought leader, regularly publishing insights on leadership and organizational development through his weekly newsletter. 

Alan is also active on LinkedIn, where he connects with professionals across the industry.

In this episode of the Growing Your Firm podcast, David Cristello welcomes Dawn Goldberg, a seasoned CPA and a Certified Professional Coach. 

Dawn shares her incredible story of maintaining her productivity even after a stage four cancer diagnosis forced her to undergo six months of chemotherapy. To accomplish this, Dawn maintained some key practices – including mind management, time management, and a scheduling trick she calls “container calendaring.” She explains all of these strategies here.

Throughout the conversation, Dawn highlights the significance of mindset in overcoming obstacles and achieving success. 

Are you an accountant seeking to enhance productivity and well-being? Then Dawn has solutions for you!