Podcast
The Big 4 Transparency Podcast
Conversations on accounting career success, firm leadership, and industry economics — hosted by Dominic Piscopo, CPA.
All Episodes
Developing Talent & Accelerating Leadership with Nate Boaz
In Episode 105 of the Big 4 Transparency Podcast, guest Nate Boaz, co-founder of Kinavic Leadership Acceleration, discusses how leadership development and strategic talent management are transforming professional services firms. Topics include succession planning, leadership archetypes, leveraging AI for productivity, and building effective leadership teams to drive growth and retention. Check out our sponsor: liveoak.bank/big4 Connect with Nate: LinkedIn: https://www.linkedin.com/in/nate-boaz/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/ Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral
Top Firms By Job Satisfaction: What Sets Weaver Apart with Demetrice Branch and Linc Ashby
In Episode 104 of the Big 4 Transparency Podcast, Demetrice Branch and Linc Ashby discuss what sets Weaver apart after being ranked #3 on Big 4 Transparency’s list of firms with the highest job satisfaction. They get into the weeds of coaching and their philosophy around managing talent at the firm. Check out our sponsor: liveoak.bank/big4 Connect with Demetrice and Link: Demetrice: https://www.linkedin.com/in/demetricebranch/ Linc: https://www.linkedin.com/in/lincashby/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/ Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral
Double Digit Growth While Independent with Michael Hoover
In Episode 103 of the Big 4 Transparency Podcast, Michael Hoover, Chief Growth and Strategy Officer at Bennett Thrasher, shares insights on organic growth strategies, talent acquisition, and technological innovation in the accounting industry. Discover how a focus on independence, strategic tech investments, and talent development drives sustained success. Check out our sponsor: liveoak.bank/big4 Connect with Michael: LinkedIn: https://www.linkedin.com/in/michaelwhoover/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/ Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral
The Importance of Personal Brand & Vibe Coding Tools with Eddy Gramajo
In Episode 102 of the Big 4 Transparency Podcast, Eddy Gramajo shares his journey from Big Four accounting to industry roles, the evolving role of AI in finance, and practical advice for accountants looking to leverage technology and advocate for themselves. Connect with Eddy: LinkedIn: https://www.linkedin.com/in/eddy-gramajo/ Big 4 Resume Scoring: https://resume.gramajo-consulting.com/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/ Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral
Puerto Rico Residency Niche & In-House AI with Rachel Farris
In Episode 101 of the Big 4 Transparency Podcast, host Dominic Piscopo interviews Rachel Farris, founder of a niche CPA practice, shares her journey into Puerto Rican residency, the tax incentives involved, and her innovative AI tools for tax research. Discover how she built her expertise, generated leads, and expanded into AI-driven solutions for small firms. Connect with Rachel: LinkedIn: https://www.linkedin.com/in/farrisrachel/ Tax Stack AI: https://www.taxstackai.com/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/ Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral
Taking on Private Equity Investment as a New Partner with Justin Shelman
In Episode 100 of the Big 4 Transparency Podcast, host Dominic Piscopo interviews Justin Shelman, a tax partner at Prosperity Partners, shares his journey from becoming a partner after boomeranging, to navigating the complexities of private equity investments in the accounting industry. He discusses the impact of technology on firm growth, the importance of mentorship, and the strategies for success in family office tax planning. Justin emphasizes the value of maintaining relationships and the significance of being proactive in career development. Connect with Justin: LinkedIn: https://www.linkedin.com/in/justinshelmancpa/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/ Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral
The Power of Data & Acquisition News with Stuart Ferguson
In Episode 99 of the Big 4 Transparency Podcast, host Dominic Piscopo interviews Stuart Ferguson, the president of Stout Strategy and former managing partner of Pointe Advisory. They discuss the recent acquisition of Pointe Advisory by Stout, the role of data analytics in consulting, and the importance of strategic focus for CPA firms. Stuart shares insights on the M&A process, the challenges of transitioning from tax to consulting, and the empathy gained from experiencing the acquisition process firsthand. The conversation highlights the future opportunities for professional services firms in a rapidly evolving market. Connect with Stuart: LinkedIn: https://www.linkedin.com/in/stu-ferguson/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/ Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral
Optimizing Your Firm’s Future with Ira Rosenbloom
In Episode 98 of the Big 4 Transparency Podcast, founder and CEO of Optimum Strategies, discusses the complexities of consulting for CPA firms. He emphasizes the importance of strengthening firms through assessments, navigating mergers and acquisitions, and understanding compensation dynamics. Ira shares insights on the challenges faced by younger partners, the impact of private equity on the industry, and the evolving landscape of CPA firm valuations. He advocates for a more transparent and structured approach to compensation and decision-making within firms, highlighting the need for firms to adapt to changing market conditions and the expectations of younger professionals. Connect with Ira: LinkedIn: https://www.linkedin.com/in/irarosenbloom/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/ Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral
Scaling with Soul with Springline CEO, Tim Brackney
In Episode 97 of the Big 4 Transparency Podcast, Tim Brackney, CEO of Springline Advisory, discusses the innovative approach of his firm in the accounting industry, focusing on a growth thesis rather than quick flips typical of private equity. He shares his journey to becoming CEO, the importance of cultural alignment, and the strategic decisions behind their measured growth approach. Tim also explores the evolving landscape of private equity in accounting and the potential future of publicly traded accounting firms. Check out our sponsor, Live Oak Bank: https://www.liveoak.bank/big4 Connect with Tim: LinkedIn: https://www.linkedin.com/in/timbrackney/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/ Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral
Starting Over with Intention with Chad Huebsch
In Episode 96 of the Big 4 Transparency Podcast, Chad Huebsch, CEO of Blueprint Tax Advisors, shares his journey from working in SALT to founding his own tax advisory firm. He discusses the challenges and lessons learned in transitioning from employee to entrepreneur, the importance of focusing on client relationships, and the strategies he employed to grow his business. Chad also emphasizes the value of content creation in attracting clients and the rewarding experience of coaching other firm owners. Check out our sponsor, Live Oak Bank: https://www.liveoak.bank/big4 Connect with Chad: LinkedIn: https://www.linkedin.com/in/jaimienichols/ X: https://x.com/mountainwesttax Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/ Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral
2 Year Check-in with Jaimie Nichols
In Episode 95 of the Big 4 Transparency Podcast, Dominic welcomes back Jaimie Nichols, a former guest, to discuss her journey as a solopreneur in the accounting field. Jaimie reflects on her decision to leave her firm, the challenges she faced, and the growth of her business over the past two years. She shares insights on her tech stack, client selection, work-life balance, and the importance of building relationships. The conversation also touches on lead generation strategies and future ambitions, including the role of AI in her practice. Check out our sponsor, Live Oak Bank: liveoak.bank/big4 Connect with Jaimie: LinkedIn: https://www.linkedin.com/in/jaimienichols/ X: https://x.com/mountainwesttax Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/ Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral
Raising the Bar for Talent with Jeremy Dubow
In Episode 94 of the Big 4 Transparency Podcast, Dominic sits down Jeremy Dubow, co-founder and CEO of Prosperity Partners to discuss his journey with starting the firm, what has changed over the 20+ years he’s operated his firm, and what ultimately drove the decision to take on Private Equity investment. They also dive deep into Jeremy’s talent strategy, and how he’s elevating the bar for retaining and attracting talent at the firm through equity compensation paired with strong traditional compensation. Connect with Jeremy: LinkedIn: https://www.linkedin.com/in/jeremydubow/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/ Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral
A New Era of Accounting Entrepreneurship with Matt Tait
In Episode 93 of the Big 4 Transparency Podcast, Dominic sits down with Matt Tait, CEO of Decimal, to unpack how accounting firms can scale profitably without burning out their founders. Matt shares how Decimal evolved from a modern CAS firm into a franchised “firm-in-a-box,” helping entrepreneurs launch and grow accounting firms with enterprise-grade infrastructure, standardized tech stacks, and 50%+ margins. The conversation dives into why private equity is actually fueling entrepreneurship in accounting, how to break free from the owner-operator trap, and what it really takes to build a firm that’s scalable, sellable, and future-ready. Connect with Matt: LinkedIn: https://www.linkedin.com/in/mtait83/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/ Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral
Private Equity Summit 2025 Recap
In Episode 92 of the Big 4 Transparency Podcast, host Dominic Piscopo covers the Private Equity Summit 2025 hosted by Accounting Today. He shares a behind-the-scenes look at some of the most important conversations regarding Private Equity in accounting that happened at the conference, and shares the highlights of his keynote and panel presentations. Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/ Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral
Cost Segregation and R&D Credit Specialization with Craig Fouts
In Episode 91 of the Big 4 Transparency Podcast, Craig Fouts, a partner at Align Tax Consulting, shares insights into the world of specialty tax consulting, focusing on R&D tax credits and cost segregation. Craig discusses his journey into this niche field, the strategic decisions behind Align's service offerings, and the importance of building relationships with CPA firms. He also highlights the evolving landscape of tax legislation and the significance of specialization in the accounting industry. Connect with Craig: LinkedIn: https://www.linkedin.com/in/craigfouts/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/ Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral
Foregoing Big 4 Partnership for a New Adventure with Stewart Spiers
In Episode 90 of the Big 4 Transparency Podcast, Dominic Piscopo sits down with former colleague Stewart Spiers to discuss his journey from Deloitte to a smaller firm, TAAG. Stewart shares insights into his passion for working with small and medium-sized businesses, the challenges of the big 4 environment, and his decision to seek a more entrepreneurial path. Tune in to hear about the agility and opportunities in smaller practices and Stewart's vision for the future. Connect with Stewart: LinkedIn: https://www.linkedin.com/in/stewartspiers/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/ Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral
Acquiring Tax Into a CAS Practice with Chris Williams
In Episode 89 of the Big 4 Transparency Podcast, host Dominic Piscopo speaks with Chris Williams, CEO of System Six, discussing the growth of his CAS business, the recent acquisition of a tax practice, and the strategies involved in integrating new teams. Chris shares insights on financing acquisitions through SBA loans, the importance of trust in business transactions, and the unique challenges faced by non-accountants in the accounting industry. Chris also highlights the opportunities for accountants to engage in acquisitions and the differences in transaction structures across various industries. Check out System Six: https://systemsix.com/ Connect with Chris: LinkedIn: https://www.linkedin.com/in/chris-williams-68057029/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/ Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral
AI & Accelerating Talent with Jody Padar
In Episode 88 of the Big 4 Transparency Podcast, host Dominic Piscopo speaks with Jody Padar, known as the Radical CPA, who shares her journey from being a firm owner to a tech innovator in the accounting space. She discusses the importance of technology, particularly AI, in transforming the accounting profession and emphasizes the need for empathy and advisory skills in client relationships. Jody also compares the adoption of cloud technology to the current wave of AI integration, highlighting the importance of human-centric approaches in technology. She believes that the future of accounting will require professionals to adapt and upskill, leveraging AI to enhance their capabilities and client interactions. Check out XcelLabs: https://www.xcellabsacademy.com/ Connect with Jody: LinkedIn: https://www.linkedin.com/in/jody-padar-18a9711/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/ Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral
My Firm Planning Playbook
In Episode 87 of the Big 4 Transparency Podcast, I talk through my entire thought process around setting up an accounting firm. I’ve had a lot of similar conversations lately, and wanted to share the 6 steps I would follow to plan my firm, choose a niche, and start building up a customer base. Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/ Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral
Redefining the Role of the State Society with Jen Cryder
In Episode 86 of the Big 4 Transparency Podcast, host Dominic Piscopo speaks with Jen Cryder, the CEO of the Pennsylvania Institute of CPAs. Jen shares about her role, and pushing the boundaries of what a state society can mean for the accounting profession - digging into their acquisition of CPA Crossings and investment into XcelLabs. Dominic and Jen also cover how she’s pushed to be entrepreneurial within a non-profit organization and what she’s excited for in the future of the profession. Check out XcelLabs: https://www.xcellabsacademy.com/ Connect with Jen: LinkedIn: https://www.linkedin.com/in/markgallegosportebrown/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/ Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral
Building Sustainably and Synergies with Wealth Advisory with Owen Pryor & Steve Blake
In Episode 85 of the Big 4 Transparency Podcast, host Dominic Piscopo speaks with Owen Pryor and Steve Blake from Evans May Advisory. They discuss the unique synergies between their advisory and wealth management services, emphasizing a client-centric approach that alleviates burdens from clients. The conversation covers their growth strategies, niche markets, innovative pricing models, and the importance of investing in future generations of accountants through internships and community engagement. Connect with Steve and Owen: Steve’s LinkedIn: https://www.linkedin.com/in/sblake2/ Owen’s LinkedIn: https://www.linkedin.com/in/owenpryorcpa/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/ Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral
Eminence and HR1 Tax Opportunities with Mark Gallegos
In Episode 84 of the Big 4 Transparency Podcast, host Dominic Piscopo speaks with Mark Gallegos, a partner at Porte Brown, about his extensive experience in tax legislation and public accounting. Mark shares insights into his role as a tax expert, the importance of effective communication in the field, and the opportunities presented by the new HR1 tax legislation. He discusses his personal journey, the significance of advocacy through the AICPA, and the balance between work and life in public accounting. The conversation emphasizes the need for tax practitioners to embrace planning and client relationships in a rapidly changing tax landscape. Check out Forwardly for a streamlined solution to invoicing and bill payments: https://www.forwardly.com/ Connect with Mark: LinkedIn: https://www.linkedin.com/in/markgallegosportebrown/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/ Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral
Elbow Grease to Exit & Internal Tool Spinoffs with Joe Manganelli
In Episode 83 of the Big 4 Transparency Podcast, Joe Manganelli shares his journey from engineering to finance, detailing his entrepreneurial aspirations that led to the founding of Calculate, an outsourced accounting practice. He discusses the challenges of building the business, the decision to sell it, and the transition to his new venture, Amalgam, which aims to streamline accounting processes through innovative software solutions. Joe emphasizes the importance of relationship-building in sales within the accounting space and shares insights on navigating the complexities of business valuations and growth strategies. Check out Forwardly for a streamlined solution to invoicing and bill payments: https://www.forwardly.com/ Connect with Joe: LinkedIn: https://www.linkedin.com/in/joemanganelli/ Amalgam: https://www.amalgam.me/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/ Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral
Scaling Success Through Relationships & Referrals with Kyle Geers
In Episode 82 of the Big 4 Transparency Podcast, Dominic Piscopo interview Kyle Geers, CEO and co-founder of Zeroed-In Consulting, where he discusses the growth trajectory of his firm, which is forecasting 80% growth in 2025. He shares insights on acquiring large clients, building referral networks, and the challenges of transitioning from a corporate job to entrepreneurship. Kyle emphasizes the importance of team management, retention, and leveraging technology, including AI, to enhance operational efficiency. He also highlights the significance of establishing a strong foundation in specialized accounting services, particularly in US GAAP compliance. Check out Forwardly for a streamlined solution to invoicing and bill payments: https://www.forwardly.com/ Connect with Kyle: LinkedIn: https://www.linkedin.com/in/kylegeers/ Zeroed-In Consulting: https://www.zi.consulting/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/ Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral
Why Clients Leave Accountants with Sam’s List Co-Founder Kimi Green
In Episode 81 of the Big 4 Transparency Podcast, Dominic Piscopo interviews Kimi Green, co-founder of Sam's List, a review-based directory for accountants and financial professionals. Kimi shares the inception story of Sam's List, its unique value proposition centered around client reviews, and her unexpected journey into the accounting industry. The conversation delves into the business model of Sam's List, client feedback trends, and the emerging needs of various industries seeking accounting services. Kimi emphasizes the importance of transparency and the evolving landscape of client expectations in the accounting field. Check out Forwardly for a streamlined solution to invoicing and bill payments: https://www.forwardly.com/ Connect with Kimi: LinkedIn: https://www.linkedin.com/in/kimberly-green-wtx/ Sam’s List: https://samslist.co/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/ Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral
The Power of Professional Networks with Mike Masymiw
In Episode 80 of the Big 4 Transparency Podcast, Dominic Piscopo welcomes back Mike Maksymiw, the executive director of the Aprio Firm Alliance. They discuss the recent acquisition of the PS+ Alliance by Aprio and its implications for member firms. The conversation explores the strategic value of the Alliance, employee satisfaction in a private equity-backed firm, and the importance of maintaining company culture during rapid growth. Mike shares insights from his career transitions, emphasizing the significance of a supportive network and the concept of 'Coddiwomple'—a purposeful journey to an unknown destination. The episode concludes with reflections on overcoming fear and embracing change in one's career. Check out Forwardly for a streamlined solution to invoicing and bill payments: https://www.forwardly.com/ Connect with Mike: LinkedIn: https://www.linkedin.com/in/mikemaksymiwjr/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/ Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral
Make $200k in 15 Hour Weeks with Erica Goode
In Episode 79 of the Big 4 Transparency Podcast, Erica Goode shares her journey as an independent accountant who built a successful lifestyle business while balancing family responsibilities. She discusses her unique approach to client management, pricing strategies, and the importance of workflow efficiency through technology integration. Erica emphasizes the mindset shift needed in the accounting profession, advocating for a community that supports accountants seeking a balanced life. The conversation highlights the significance of finding what is 'enough' for personal fulfillment and the value of networking and lead generation in building a sustainable practice. Check out Forwardly for a streamlined solution to invoicing and bill payments: https://www.forwardly.com/ Connect with Erica: LinkedIn: https://www.linkedin.com/in/erica-goode-cpa-00205616/ Aligned Accountants: https://aligned-accountants.mn.co/ Newsletter: https://mailchi.mp/ericagoode/15hr-email-referral Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/ Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral
Private Equity, Partner Alignment, and the Rise of CAS with Matthew May
In Episode 78 of the Big 4 Transparency Podcast, Matthew May shares the journey of Acuity, its merger into Sorren, and the implications of private equity in the accounting industry. Matthew shares insights on the evolution of Client Accounting Services (CAS), the decision-making process behind the merger, and his transition into leadership. Check out Forwardly for a streamlined solution to invoicing and bill payments: https://www.forwardly.com/ Connect with Mathew: LinkedIn: https://www.linkedin.com/in/thetechcpa/ Sorren: https://sorren.com/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Navigating the Niche of Adult Industry Accounting with Katherine Studley
In Episode 77 of the Big 4 Transparency Podcast, Katherine Studley, known as The Only Consultant, who runs a consulting firm focused on the adult industry shares her unique journey from traditional accounting to serving a niche market that includes OnlyFans models and exotic dancers. She discusses the challenges she faced in establishing her business, the importance of understanding her clients' needs, and how she navigates the complexities of working in an often stigmatized industry. Katherine emphasizes the significance of networking, innovative marketing strategies, and building a judgment-free environment for her clients. The conversation concludes with insights into her future aspirations and the growth of her firm. Connect with Katherine: LinkedIn: https://www.linkedin.com/in/katherine-studley/ The Only Consultant: https://www.theonlyconsultant.com/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
The Come-Up of CAS with Deneen Dias
In Episode 76 of the Big 4 Transparency Podcast, Deneen Dias, co-founder of Infinite Ties, talks about the evolution and significance of Client Advisory Services (CAS). Deneen discusses the rise of CAS as a vital revenue source for firms, the impact of technology on the industry, and the importance of hiring specialized talent. She emphasizes the need for training and upskilling within firms to transition from traditional accounting practices to a more advisory role. The conversation also touches on the challenges of defining CAS and the future trends in the industry Check out Forwardly for a streamlined solution to invoicing and bill payments: https://www.forwardly.com/ Connect with Deneen: LinkedIn: https://www.linkedin.com/in/deneen-dias-643b711/ Infinite Ties: https://infinite-ties.com/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Best Practices from 374 Firm Leader Podcasts with David Cristello
In Episode 75 of the Big 4 Transparency Podcast, David Cristello, founder and CEO of Jetpack Workflow discusses the unique needs of the accounting industry, the journey of launching Jetpack Workflow, and the importance of workflow management in accounting firms. David shares insights from his entrepreneurial journey, the role of his podcast 'Growing Your Firm' in building community and educating the market, and offers advice for accounting podcasts. The conversation also highlights common traits of successful accounting firms and the significance of focusing on a specific target audience. Check out Forwardly for a streamlined solution to invoicing and bill payments: https://www.forwardly.com/ Connect with David: LinkedIn: https://www.linkedin.com/in/davidcristello/ JetPack Workflow: https://jetpackworkflow.com/ David’s Podcast: https://open.spotify.com/show/6MauXYaHFyS0rlb6L3Qb1U?si=977e9abed7154c58 Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Solving Foundational Problems & Network Building with Michael Ly
In Episode 74 of the Big 4 Transparency Podcast, Michael Ly, founder of Reconciled, shares his journey from being an introverted individual to becoming a prominent figure in the accounting industry. He discusses the importance of social connections, mentorship, and personal growth, as well as the challenges he faced in establishing his firm. Michael elaborates on the growth of Reconciled through acquisitions, fueled by retaining capital in the business and not shying away from debt financing. We also discuss the integration of technology, particularly AI, to enhance efficiency in accounting practices. Check out Forwardly for a streamlined solution to invoicing and bill payments: https://www.forwardly.com/ Connect with Michael: LinkedIn: https://www.linkedin.com/in/michaelly/ Reconciled: https://www.reconciled.com/ Combinely: https://combinely.ai/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Starting, Scaling & Refining a Firm with Mike Pinkus
In Episode 73 of the Big 4 Transparency Podcast, Mike Pinkus shares the journey of building a cloud accounting firm from the ground up. We discuss the challenges faced in the early days, the importance of customer experience, the transition to a remote work culture, and the role of data in driving business decisions. Mike shares insights on navigating growth, building a strong company culture, and the impact of their podcast, Growth Tales, which highlights the stories of entrepreneurs and their unique paths to success. Check out Canopy for your firm’s practice management needs! https://www.getcanopy.com/ Connect with Mike: LinkedIn: https://www.linkedin.com/in/mikepinkus/ Growth Tales Podcast: https://www.connectcpa.ca/podcasts Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
From Podcasts to Practice: Cody Daniels' Journey
In Episode 72 of the Big 4 Transparency Podcast, Cody Daniels, founder of Builders Tax Group, shares his journey from public accounting to entrepreneurship, emphasizing the influence of podcasts on his career decisions. He discusses the unique challenges of tax in the construction industry, the importance of niche specialization, and the strategies he employs for client acquisition and business development. Cody also highlights the significance of community support and setting personal goals to guide his business growth, ultimately aiming to create a sustainable practice that aligns with his values. Check out Canopy for your firm’s practice management needs! https://www.getcanopy.com/ Connect with Cody: LinkedIn: https://www.linkedin.com/in/cody-daniels-btg/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Loyalty Tax & How to Fix a Broken Incentive System
In Episode 71 of the Big 4 Transparency Podcast, I discuss the concept of the loyalty tax in the accounting industry, highlighting the disparity in salaries between externally hired and internally promoted employees, and explore the implications of this trend, including the incentives for job hopping and the associated costs for firms. The conversation emphasizes the need for better employee retention strategies and effective salary benchmarking to create a more sustainable workforce environment. Check out Canopy for your firm’s practice management needs! https://www.getcanopy.com/ Check out this episode on the YouTube channel: https://www.youtube.com/@Big4Transparency Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Family Office Funded Firms with Noah Beery
In Episode 70 of the Big 4 Transparency Podcast, Noah Beery shares his journey with Platform Accounting Group, a rapidly growing group of Accounting Firms funded entirely by family office investors. We talk about what makes family office investors different than private equity, why a longer time horizon is crucial in the accounting industry, and how providing head-office level support is supercharging growth and performance at firms Platform Accounting Group is acquiring. Check out Canopy for your firm’s practice management needs! https://www.getcanopy.com/ Connect with Noah: LinkedIn: https://www.linkedin.com/in/noah-beery/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Growing with Upwork & Firm Growth Forum Recap with Tailor Hartman
In Episode 69 of the Big 4 Transparency Podcast, Tailor Hartman and I rehash the recent Firm Growth Forum, and how he started Celerity Accounting. Tailor actually got his firm started with contracts from upwork, and reached $10k / month within his first few months, quickly replacing his full-time income. Check out Canopy for your firm’s practice management needs! https://www.getcanopy.com/ Connect with Tailor: LinkedIn: https://www.linkedin.com/in/tailorhartmancpa/ Twitter: https://x.com/tailor_hartman Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Governance, Growth, and the PE Playbook with Frank Longobardi
In Episode 68 of the Big 4 Transparency Podcast with Frank Longobardi, we discuss the evolving landscape of accounting firms, particularly the impact of private equity on governance, talent attraction, and career progression. We explore the challenges faced by the accounting profession in retaining young talent, the importance of a unified culture post-merger, and the strategic decision-making processes in large firms. Frank also shares insights on the role of external talent in leadership positions and the diligence required in private equity deals, emphasizing the need for firms to adapt to future trends and global staffing strategies. Check out Canopy for your firm’s practice management needs! https://www.getcanopy.com/ Check out Sapro: https://www.sapro.com/home Connect with Frank: LinkedIn: https://www.linkedin.com/in/frankplongobardi/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Using Big 4 Transparency for Better Compensation and Performance Discussions
In Episode 67 of the Big 4 Transparency Podcast I’m doing a solo podcast talking about how I recommend leveraging Big 4 Transparency to lead to better discussions around pay and performance. A major benefit of having access to data that both the employee and employer can view is that it can lead to very objective discussions which will be far more productive and beneficial and aligning expectations and evaluating your performance relative to your compensation. Check out Canopy for your firm’s practice management needs! https://www.getcanopy.com/ Find your next job with the Big 4 Transparency Talent Pool: big4transparency.com/recruit Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/ If you’re a firm looking for help with salary benchmarking, let’s get in touch: https://calendly.com/dom-zgw/big-4-transparency-demo-referral
How to Layoff-Proof Yourself and Bounce Back Better
In Episode 66 of the Big 4 Transparency Podcast I’m doing a solo podcast talking about layoffs and how to layoff proof yourself through networking. The number one piece of advice in this episode is that you can’t let yourself become siloed within your firm. You should be engaged in company culture, but maintaining a network outside of your firm at all times, and this will help you be far more resilient should you ever need to find that next opportunity. Check out Canopy for your firm’s practice management needs! https://www.getcanopy.com/ Find your next job with the Big 4 Transparency Talent Pool: big4transparency.com/recruit Link to newsletter about layoffs: https://big4transparency.beehiiv.com/p/layoffs-survival-guide Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Outsourcing and How to Evolve Staff Level Roles with Nick Sinclair
In Episode 65 of the Big 4 Transparency Podcast I’m joined by Nick Sinclair, founder of TOA Global, an outsourcing firm with over 4,000 employees. In this episode, we talk about how Nick started in the accounting industry, growing an acquired accounting practice 5x in 2 years, how he started TOA Global unintentionally, and why he initially picked the Philippines as a good market for accounting talent. We also cover how outsourcing and a future with AI is requiring us to change how we view junior roles in firms, as well as how to get the most out of your offshore talent by learning about their culture and making them a part of the team. Check out Canopy for your firm’s practice management needs! https://www.getcanopy.com/ Find your next job with the Big 4 Transparency Talent Pool: big4transparency.com/recruit Connect with Nick: LinkedIn: https://www.linkedin.com/in/nicksinclair/ Nick’s podcast: https://the-7-figure-accountant.captivate.fm/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Building Industry Influence with Rob Brown
In Episode 64 of the Big 4 Transparency Podcast I’m joined by Rob Brown, the founder of the Accounting Influencers Roundtable, and an expert in business development in the accounting industry. In this episode, Rob and I discuss how one can become influential in the accounting industry, why accountants are so overwhelmed with sales outreach, and the 3 best ways one can reach their target audience. Check out Canopy for your firm’s practice management needs! https://www.getcanopy.com/ Connect with Rob: LinkedIn: https://www.linkedin.com/in/therobbrown/ Accounting Influencers Roundtable: https://accountinginfluencers.com/ Rob’s podcast: https://open.spotify.com/show/6okrazI1Zc1pUF2QeMxefI?si=a7098d257ea74a2e Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Building a Firm Employees Will Love with Erin Daiber
In Episode 63 of the Big 4 Transparency Podcast I’m joined by Erin Daiber, Founder of Well Balanced Accountants, a consultancy dedicated to transforming CPA firms by creating workplaces where accountants love to work. Connect with Erin: LinkedIn: https://www.linkedin.com/in/cpacoacherin/ Well balanced accountants: https://www.wellbalancedaccountants.com/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Mastering M&A with Marcus Dillon
In Episode 62 of the Big 4 Transparency Podcast I’m joined by Marcus Dillon, Founder and President of Dillon Business Advisors. His firm has done 15 M&A transactions, acquiring firms, and bundling out clients who are not a fit and selling them out to other firms to recover some of the acquisition cost - he was the first person I’ve heard ever talking about this strategy in-depth and it’s definitely one worth taking notes on. Connect with Marcus: LinkedIn: https://www.linkedin.com/in/marcusdilloncpa/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Build Versus Buy with Brannon Poe
In Episode 61 of the Big 4 Transparency Podcast I’m joined by Brannon Poe, founder of Poe Group Advisors and Accounting Practice Academy. Over the last 2 decades, Brannon has been brokering deals between accounting firms after getting his own experience in public accounting. With this experience, Brannon has some great insights on the state of the accounting industry and everything we’re seeing in the M&A markets today. He also has some great career advice to share, detailing how an accounting background helped prepare him to go into business and find success. Connect with Brannon: LinkedIn: https://www.linkedin.com/in/brannonpoe/ Check out his Accounting Practice Advisory: https://poegroupadvisors.com/accounting-practice-academy/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Return On Relationships with Rory Henry
In Episode 60 of the Big 4 Transparency Podcast I’m joined by Rory Henry, someone I’m going to be on a panel with at Bridging the Gap 2025! Rory talks all about how firms should be considering financial planning and wealth advisory services as a way of more holistically serving clients, while being able to generate greater returns on their time and relationships with clients. Connect with Rory: LinkedIn: https://www.linkedin.com/in/roryshenry/ Check out his new book: https://advisror.com/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Let’s Talk Job Satisfaction and Hours Worked
In Episode 59 of the Big 4 Transparency Podcast I’m talking all about job satisfaction and horse worked following a recent deep dive into the Big 4 Transparency data. Referenced YouTube video: https://www.youtube.com/watch?v=XsWCr8h2SKQ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Mastering Networking and Unlocking Opportunities with Chayton Farlee
In Episode 58 of the Big 4 Transparency Podcast I’m joined by Chayton Farlee, a friend of mine in the accounting space and a student filled with boundless enthusiasm for the industry. Chayton is passionate about cloud accounting, CAS, and the opportunities that exist in the accounting profession for young professionals and students alike. Connect with Chayton: LinkedIn: https://www.linkedin.com/in/chaytonfarlee/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Testing Top Talent with Giles Pearson
In Episode 57 of the Big 4 Transparency Podcast I’m joined by Giles Pearson, a former partner at PwC New Zealand who went on to be the Co-Founder of Accountests, a pre-employment testing service for accounting firms looking to make sure the talent they’re bringing in will suit their needs and meet their skill and knowledge requirements. Connect with Giles: LinkedIn: https://www.linkedin.com/in/giles-pearson-fca-8a175843/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Burnout Busting with Lynnette Oss Connell
In Episode 56 of the Big 4 Transparency Podcast, I’m joined by Lynnette Oss Connell, AKA your burnout bestie. Lynnette is a former firm owner who has been through all of the stages of burnout, and has become passionate about the topic of burnout in the world of accounting over the last few years. We cover many of the best practices she recommends to prevent and recover from burnout, and discuss her new burnout recovery sessions that she’ll be running after busy-season. Check out Lynette's course: burnoutbestie.com Connect with Lynnette: LinkedIn: https://www.linkedin.com/in/lynnette-oss-connell-cpa/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Doing Private Equity Right with Nishaad Ruparel of Ascend
In Episode 55 of the Big 4 Transparency Podcast, I’m joined by Nishaad Ruparel, President of Ascend, a modern platform for regional accounting firms backed by Alpine. In this episode we talk all about how Ascend made the decision to start investing in public accounting, and their unique approach to how they invest. We also talk about trends in the accounting industry, limitation of the traditional partnership model, and how we see increased productivity for professionals impacting compensation. Check out our sponsor, Forwardly for B2B payments made easy: https://www.forwardly.com/ Connect with Nishaad: LinkedIn: https://www.linkedin.com/in/nishaad-ruparel-30aab058/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Ryan Bakke’s Secrets to Scaling to $3M+ in 4 Years with Copywriting
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/RyanBakkeCPA Website: https://taxstrategy365.com/apply-2?el=linkedin Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Consistency is Key with David Leary
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: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Accounting in the Caribbean with Erica Newman
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: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Firm First Steps with Graham McGuire
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: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Accounting and Digital Marketing for Ecomm with Abir Syed
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: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Adapting to Technological Evolutions with Seth Fineberg
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.co Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Accounting Media and PE Summit with Daniel Hood
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/home Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
CPACon and Professional Pride with Kendale King
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: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Accessing Capital In Accounting with Eric Rabinovich
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: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Chasing $100M as a Sole Equity Partner with Robert Gauvreau
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=c3509d60c9844f51 Read Robert’s Book: https://gauvreaucpa.ca/the-wealthy-entrepreneur Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
My Personal Take on Private Equity in Public Accounting
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: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Talent and Industry Trends with Marianne Galante
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: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Private Equity’s Playbook & Perspective with Brant Hansen
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: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Fiercely Independent Firms with Michael Hoover
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: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
The Positives of PE & Challenging the Partnership Model with Tim Petrey
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: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Scaleable To Saleable with Sharrin Fuller
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/Q02R2ygD0 Follow Sharrin: LinkedIn: https://www.linkedin.com/in/sharrinfuller/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Success and Succession with Mike Sylvester
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/MikeSyl36625988 The 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: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Lifestyle Design & Early Career Hacks with Tony Wilson
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/viewform Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
The Firm Acquisition Playbook with Ben Wann
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_CMA Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
The Benefits of Being a Generalist with Tal Ben Bassat
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/Q02R2ygD0 Follow Tal: LinkedIn: https://www.linkedin.com/in/talbb/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
The Problems Plaguing our Profession with Blake Oliver (Part 2)
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%20Piscopo Follow Blake: LinkedIn: https://www.linkedin.com/in/blaketoliver/ Twitter: https://x.com/BlakeTOliver Earmark: https://earmarkcpe.com/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Self Learning, Process & AI with Blake Oliver (Part 1)
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%20Piscopo Follow Blake: LinkedIn: https://www.linkedin.com/in/blaketoliver/ Twitter: https://x.com/BlakeTOliver Earmark: https://earmarkcpe.com/ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Tax Law & Softball with Dean Blachford
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%20Piscopo Follow 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#/registration Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Perfecting Processes with Isaac Perdomo
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%20Piscopo Follow 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: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Cross Border Accounting and Private Equity with Katrina Nacci
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%20Piscopo Follow Katrina: LinkedIn: https://www.linkedin.com/in/katrina-nacci-cpa/ Ebook: www.theinternationalaccountant.com Get in touch with me Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Learning Leverage & Podcasting with Jason Blumer
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 Jason LinkedIn: https://www.linkedin.com/in/jasonblumer/ Twitter: https://x.com/JasonMBlumer Check out deeper weekend: https://thriveal.com/deeper-weekend/ Get in touch with me Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Family Succession, Modernization & Finding Balance with Nick Boscia
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 Nick LinkedIn: https://www.linkedin.com/in/nickboscia/ Twitter: https://x.com/BosciaNick Get in touch with me Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Navigating the Public Accounting Journey with Wade Runge
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 me Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Rethinking Firm Operations & Automation with Chad Davis
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/chaddavis Automationtown: https://automationtown.io Get in touch with me Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Thoughts on Information Diets from Bridging the Gap
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.
Building in Parallel & Accounting for Creatives with Jeanne Hardy
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 me Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Big News for Big 4 Transparency
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: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
A Practical View on AI in Accounting with Julian White
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 Julian LinkedIn: https://www.linkedin.com/in/julian-white-8038973/ Twitter: https://x.com/JulianZentiaAI Zentia AI: https://bit.ly/zentia Get in touch with me Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Talent Talks with Tina Teodorescu
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 Tina LinkedIn: https://www.linkedin.com/in/teodorescu/ Talent Edge Advisors: https://www.talentedgeadvisors.com/ Get in touch with me Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Accounting Chats with Jason Staats
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 Staats LinkedIn: https://www.linkedin.com/in/jstaats/ Twitter: https://x.com/JStaatsCPA Realize Community: https://rlz.io/ Weekly Newsletter: https://www.newsletter.jason.cpa/ Daily Podcast: https://tr.ee/3-vYEU9kbU Get in touch with me Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Accounting & Academia with Dr. Josh McGowan
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 Josh LinkedIn: https://www.linkedin.com/in/dr-josh-mcgowan-cpa-503846b7/ Twitter: https://x.com/Jmcgowan3838 Get in touch with me Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Road from CPA to Recruiter with Jack Kalb
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-guide Follow Jack LinkedIn: https://www.linkedin.com/in/jack-kalb-cpa-ca-46319a54/ Newsletter: https://www.linkedin.com/newsletters/7079469970891378689/ Get in touch with me Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Getting SALTy with Sabrina Parris
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 Sabrina LinkedIn: https://www.linkedin.com/in/sabrinapcookcpa/ Twitter: https://x.com/IraGilligan Get in touch with me Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Building Your Future Firm with Ryan Lazanis
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 Ryan LinkedIn: https://www.linkedin.com/in/ryanlazanis/ Twitter: https://x.com/ryanlazanis Newsletter: https://futurefirm.co/newsletter/ Get in touch with me Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Being the Fun CPA with Yuri Kapilovich
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 Yuri LinkedIn: https://www.linkedin.com/in/ykapilovich/ Get in touch with me Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Bold Ideas with Mike Maksymiw
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/lvflow Follow Mike Twitter: https://twitter.com/MikeMax32CPA LinkedIn: https://www.linkedin.com/in/mikemaksymiwjr/ Get in touch with me Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Uncorking Excellence & Navigating Niches with Zane Stevens
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 Stevens Twitter: https://twitter.com/zane_stevens_ LinkedIn: https://www.linkedin.com/in/zane-stevens/ Get in touch with me Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Operational Excellence with Mike Libbey
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 Libbey Twitter: https://twitter.com/mikelibbey_ LinkedIn: https://www.linkedin.com/in/mike-libbey-91b3122b/ Get in touch with me Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Taking the Leap with Jaimie Nichols
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 Jaimie Twitter: https://twitter.com/mountainwesttax Check out her firm: https://www.mntnwest.com/ Get in touch with me Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Full Send Finance with Roman Villard
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 Roman Full Send Design: https://www.fullsend.design/ LinkedIn: https://www.linkedin.com/in/rdvcpa/ Get in touch with me Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Launching an Accounting Firm with Logan Graf
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 Logan Sign up for Logan’s Community: https://bit.ly/498kNrK Check out his YouTube: https://www.youtube.com/@taxtelegraf LinkedIn: https://www.linkedin.com/in/logangraf/ Get in touch with me Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Resilience & Rebuilding it Right with Randy Crabtree
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 Randy Check out the Bridging the Gap Conference here: https://bit.ly/btgconf The Unique CPA Podcast: https://tri-merit.com/podcasts/ LinkedIn: https://www.linkedin.com/in/randy-crabtree-1945a67/ Get in touch with me Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
A Better Way to CPA with Chase Birky
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/pluvorain Follow Chase LinkedIn: https://www.linkedin.com/in/chasebirky/ Dark Horse: https://abetterway.cpa/ Get in touch with me Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Holistic Wealth Management: Crafting Client Success with Craig Hausz
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/pluvorain Follow Craig: LinkedIn: https://www.linkedin.com/in/craighausz/ Twitter: https://twitter.com/CPATaxTeam CMH Advisors: https://www.cpataxteam.com/ Get in touch with me Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
From Big 4 to Big Tech with Mike Manalac
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/pluvorain Follow Mike: Website: https://www.mikefromaccounting.com/ LinkedIn: https://www.linkedin.com/in/mikemanalac/ Get in touch with me Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Rhythm and Returns: Unleashing Passive Profits and Raps with Scott Scarano
In Episode 4 of The Big 4 Transparency Podcast, we’re joined by Scott Scarano, President of Padgett NC and founder of Accounting High. Scott breaks the mold of what you picture when talking about an accounting professional. He may own his own firm doing roughly $2M in annual revenue, but he has implemented EOS (the Entrepreneurial Operating system) to the firm and has been able to step back almost entirely and focus on more creative pursuits in life. Scott is passionate about rap music, psychedelics and teaching people how to have the success he’s had in balancing growth and lifestyle in the world of accounting. One of the initiatives accounting high runs is an annual bracket challenge where people vote on their favourite things in accounting. If you could take 2 minutes to go vote for Big 4 Transparency, that would be hugely appreciated. Just go to https://app.accountinghigh.com/. 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/pluvorain Follow Scott: LinkedIn: https://www.linkedin.com/in/scottscarano/ Twitter: https://twitter.com/scottscarano Accounting High: https://www.accountinghigh.com/ Vote for Big 4 Transparency in the bracket challenge: https://app.accountinghigh.com/ Get in touch with me Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Mastering Resource Management with Andrea Davis
In Episode 3 of The Big 4 Transparency Podcast, we’re joined by Andrea Davis, the founder of Linked Workforce, and former Director of Resource Management at Baker Tilly. Andrea gives us a view of the conversations that are happening behind the scenes at some of the largest accounting firms, ranging from what is being done to address the talent crisis all the way to how COVID-19 has impacted the priorities and behaviors of the broader workforce. She also shares an emerging philosophy in resource management called the skills first approach which can help employees feel more fulfilled while also allowing employers to get more value out of their employees. Follow Andrea: LinkedIn:https://www.linkedin.com/in/andrea-davis-rmcp-9a6147208/ Linked Workforce: https://linkedworkforce.com/ Get in touch with me Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Acquiring & Efficiently Operating Firms with Patrick Dichter
In Episode 2 of The Big 4 Transparency Podcast, we’re joined by Patrick Dichter, the owner of Appletree Business Services. As a non-CPA with more of a sales background, Patrick has acquired multiple accounting practices to form the firm he runs today. He provides a unique point of view on business practices in the industry and shares some actionable advice on how to improve firm operations. A big thank you to this episode’s sponsor Canopy. Check out Canopy here and see how they can help your firm operations: https://bit.ly/GetCNPY Follow Patrick: LinkedIn: https://www.linkedin.com/in/pdichter/ Twitter: https://twitter.com/patrickdichter Personal Blog: https://patrickdichter.com/articles/ Get in touch with me Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https://twitter.com/B4Transparency LinkedIn: https://www.linkedin.com/in/dopiscopo/
Building Better Firms with Brandon Hall
In Episode 1 of The Big 4 Transparency Podcast, we’re joined by Brandon Hall, CEO of Hall CPA PLLC. His non-traditional take on running an accounting firm has inspired many and unlocked impressive growth for his firm. Brandon is running a modern, remote-first CPA firm, projected to do over $10M in revenue this year. In this episode, he shares his journey, what’s involved in running his firm, and refreshing takes on the current state of the accounting industry. He shares insights on how his team is compensated, how he generates pipeline for his firm, and the benefits of not only being a content creator in the space, but also fostering the spark in your employees to become content creators themselves. Follow Brandon: Newsletter: https://brandons-newsletter-bcbda5.beehiiv.com/ Podcast: https://open.spotify.com/show/5HVpWVrEhB8VHzEA0iVIgE?si=380aaf733ed24414 LinkedIn: https://www.linkedin.com/in/brandonhallcpa/ Twitter: https://twitter.com/bhallcpa Get in touch with me: Website: https://www.big4transparency.com/ Email: dom@big4transparency.com Newsletter: https://big4transparency.beehiiv.com/ Linkedin: https://www.linkedin.com/in/dopiscopo/ Twitter: https://twitter.com/B4Transparency
Trailer
Your introduction to Big 4 Transparency (https://www.big4transparency.com/). In this episode, I will provide a brief overview of Big 4 Transparency, and what listeners can expect from this podcast going forward.