HeyJaredEverything CPA and Private Equity with Phil Whitman and David Wolfskehl
Welcome to Everything CPA and Private Equity with Phil Whitman and David Wolfskehl, the go-to podcast for accounting professionals navigating the rapidly evolving world of private equity.
- Indexed episodes, last 90 days
- 8
- Latest publication
- Sep 18, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 10, 2026
Latest episodes
Ep 57: From Transactional Accounting to a Scalable Advisory Firm with Mark Martukovich (opens the original)
Read excerpt
What if the best time to prepare your CPA firm for a transaction is years before you ever plan to make one? In this episode of Everything CPA and Private Equity, David Wolfskehl and Phil Whitman sit down with Mark Martukovich, CPA, of Business Advisory and Accounting Partners to discuss how he transformed a traditionally transactional CPA practice into a more predictable, scalable advisory business. In this episode, you will be able to: • Learn how to turn informal advisory conversations into st
EP 56: How CPA Firms Can Thrive With or Without Private Equity with Dave Kells (opens the original)
Read excerpt
Can a CPA firm remain fiercely independent and still thrive in today’s rapidly changing market? In this episode of Everything CPA and Private Equity, David Wolfskehl sits down with Dave Kells to reflect on key takeaways from BDO Evolve in Las Vegas. In this episode, you will be able to: • Understand why both private equity and independence require intentional strategic planning• Learn how working on the business—not just in the business—can improve long-term firm performance• Identify the KPIs,
Ep 55: From AI Experimentation to Firmwide Transformation with Dane Boeckermann (opens the original)
Read excerpt
What does it take to keep an independent CPA firm growing while the profession is changing faster than ever? In this episode of Everything CPA and Private Equity, Phil Whitman sits down with Dane Boeckermann, CEO of BGM, to discuss the firm’s entrepreneurial growth strategy, its succession-focused approach, and how BGM is preparing its people and clients for AI. In this episode, you will be able to: • Learn how BGM expanded beyond traditional accounting into wealth management, trust services, in
Ep 54: What CPA Firms Need to Do Now to Stay Competitive with Michael Horwitz (opens the original)
Read excerpt
What should CPA firms focus on today to stay relevant? In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl sit down with Michael Horwitz of the BDO Alliance to discuss the forces reshaping the profession, from private equity and AI to growth, governance, and independence. In this episode, you will be able to: • Understand how private equity is changing firm valuations and strategic options• Learn why growth must be intentional and well planned• Explore how AI i
Ep 53: How James Moore Built a Vision That Guides Every Decision with Suzanne Forbes (opens the original)
Read excerpt
What if every decision in your firm could be measured against one clear vision? In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl sit down with Suzanne Forbes, CEO of James Moore, to discuss how the firm transformed its vision from a simple statement into the foundation for strategy, governance, recruiting, culture, and growth. In this episode, you will be able to: • Learn how James Moore uses its vision as a filter for strategic and operational decisions• Di
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.
See coverage about Everything CPA and Private Equity with Phil Whitman and David Wolfskehl