
CPA Trendlines Podcasts Alan Whitman: Why the Next Big CPA Firms Won’t Look Like CPA Firms | Gear Up for Growth
And why culture matters more than ever.
Full show notes here
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
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Alan Whitman isn’t trying to build a better CPA firm. He’s trying to replace it.
At Nichols Cauley, the former Baker Tilly CEO is recasting the traditional accounting practice as a “financial services company”—a structure that blends tax, insurance, risk, and transaction advisory into a single, continuous client relationship.
MORE ALAN WHITMAN: PE Deal Tracker Update: Alan Whitman Plants a Flag in the Private Equity Landscape | Breaking the Mold with PE Backing | Build Culture on ‘Progress,’ Not Change | Moss Adams-Baker Tilly Merger: Bigger Isn’t Better. Better Is Better.| Unlocking the Secrets to Smart Growth
MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | MORE Gear Up for Growth | MORE CPA Trendlines streaming videos and podcasts here
