HeyJaredThe Independent CPA Firm Podcast: Your Source to Thrive in Today’s Market
For firm leaders who believe independence is a strength—not a limitation.Join us for candid conversations with industry experts, advisors, and fellow CPAs navigating growth, profitability, and succession without giving up control.Whether you’re weighing an upward merger,…
- Indexed episodes, last 90 days
- 6
- Latest publication
- Sep 8, 2026
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- Earliest in this view
- Jul 8, 2026
Latest episodes
Ep 25: Build Your People Strategy Before You Need It with Rebecca Himango (opens the original)
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Are you building your people strategy before there’s a crisis—or waiting until your best employees start walking out the door? In this episode of The Independent CPA Firm Podcast , host Dave Kells sits down with Rebecca Himango, CPA, PHR, Founder of IlluminHR , to discuss why independent CPA firms need to be more intentional about their people, culture, and HR infrastructure as they grow. In this episode, you will be able to: • Learn why firms should build their people infrastructure before turn
Ep 24: How Independent CPA Firms Can Deliver More Value with Pete Caltabiano and Mike Zaremski (opens the original)
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How do you become more than your client’s accountant? In this episode of The Independent CPA Firm Podcast , host Dave Kells is joined by Whitman Advisory’s Pete Caltabiano and Mike Zaremski to discuss how independent CPA firms can expand their value through strategic advisory, talent solutions, and trusted partnerships that help clients solve bigger business challenges. In this episode, you will be able to: • Recognize when clients need strategic financial leadership beyond traditional accountin
Ep 23: How Independent Firms Can Scale and Stay Independent with Roth&Co (opens the original)
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What does it take for an independent CPA firm to scale without losing what makes it unique? In this episode of The Independent CPA Firm Podcast , host Dave Kells speaks with Alice Lerman, Wendy Barlin, and Michael Wegh of Roth&Co about the investments, infrastructure, and leadership decisions that support sustainable growth. In this episode, you will be able to: • Understand why strong leadership and infrastructure are essential before expansion • Learn how industry specialization and CAS servic
Ep 22: How Independent CPA Firms Can Thrive Through AI, Advisory, and Trust with Seth Fineberg (opens the original)
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How can independent CPA firms evolve without losing the relationships and values that set them apart? In this episode of The Independent CPA Firm Podcast , host Dave Kells sits down with Seth Fineberg , Founder of Accountants Forward , to discuss how firms can use AI more strategically, move beyond transactional work, and build stronger trust with clients, employees, and technology partners. In this episode, you will be able to: • Understand how AI is reshaping the way CPA firms work and serve c
Ep 21: The Client-First Strategy For Independent CPA Firms (opens the original)
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What does it really take to build an independent CPA firm that thrives for the long term? On this episode of the Independent CPA Firm Podcast , Dave Kells sits down with Paul Weinberg , Founder and Managing Partner of Weinberg Partners, Ltd , to discuss the mindset, strategies, and investments that have helped his firm grow for nearly four decades while remaining proudly independent. In this episode, you will be able to: Learn how to build sustainable, long-term growth without relying on outside
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