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Welcome to the CPA Life Podcast

The Public Accounting, Consulting and Advisory space is at a critical crossroad. 

After almost 150 years of “we’ve always done it that way” reasoning, the industry is facing a crisis like it never has before. 

Between a significant reduction in accounting graduates in the last decade, a firm ownership population that is at or fast approaching retirement age, a 150-hour requirement to sit for the exam which can add several thousand dollars to the already large debt load a graduate starts their career with – add to that the work hours expectations placed on employees by most large, national firms vs. adjacent industries offering more compensation, and it’s clear to see changes are a must! 

Join us here as we talk to industry insiders and firm leaders that are going against the grain and addressing many of these challenges head on while building forward-thinking, solutions-focused firms.

Like many of you, these firm leaders made the statement that most staff and senior associates have made over a beer or glass of wine after pulling an end-of-season all-nighter – “There’s Got To Be a Better Way!”

The difference?

These folks stepped out to find that BETTER WAY.  

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Steering Your Firm’s Ship: Future Transition with David Hartley

March 27, 2024

David Hartley joined Anders CPAs + Advisors when they were looking to establish an Advisory practice, demonstrating how even a large firm can “steer its ship” in an active, anticipatory way. David talks to John Randolph on Episode 34 of CPA Life in part 1 of their two part conversation about the strategic planning and growth of the Advisory practice under his watch, and David delves into how to have a forward-thinking approach, remote work experiences, and strategies for managing both remote and in-office work models. He touches on the future of the CPA profession, the importance of continuous learning, the impact of client relationships, and the importance of culling clients that are no longer a good fit for where your firm is today.

Contact

Benaiah Consulting Group
291 Private Road 5112
Grand Saline, Texas
Phone 903-962-2825
Email info@benaiahcg.com

Hours

Mon–Fri: 9am–5pm
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