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  • Culture & Capital: People Power in CPA Practice | CPA Talk Series

    Culture & Capital: People Power in CPA Practice | CPA Talk Series
    2025/09/04
    In this episode of Culture & Capital: People Power in CPA Practice, host Sufyan Momin, Associate Director at Datamatics Business Solutions, is joined by two powerhouse HR leaders: Rachel Anevski, CEO of Matters of Management, and Loly Vadassery, CHRO at Datamatics. They dive into how CPA firms and accounting practices can achieve smarter growth by focusing on people strategy. From outsourcing and fractional HR to DEI, employee engagement, leadership coaching, and future-ready talent models, this conversation explores what it takes to build a resilient, scalable practice. Listeners will gain insights on how to attract and retain top accounting talent, adapt to hybrid and remote work, and embrace culture as a competitive advantage. Whether you’re a CPA firm owner, managing partner, or business leader in professional services, this episode will help you understand why people power is the key to long-term success. 👉 Don’t forget to like and follow for more episodes of the #CPATalkSeries!
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    56 分
  • From Tariffs to Triumph - How CPAs & Advisors Help Clients Win

    From Tariffs to Triumph - How CPAs & Advisors Help Clients Win
    2025/10/01
    Rising tariffs, shifting tax reforms, and evolving global trade policies are creating new challenges for businesses, but with the right strategy, those challenges can become opportunities. In this episode of the CPA Talk Series – From Tariffs to Triumph: How Advisors Help Clients Win, we sit down with Tim Sinclair, Adam Johnson CPA, and David Zaiken of WebsterRogers LLP to explore how CPAs and tax advisors can help clients weather turbulence, avoid costly surprises, and chart a smarter path forward. Drawing on decades of experience and real-world examples—including a client facing a sudden 15% tariff on a $10M shipment—our guests break down why “waiting for certainty” is often the riskiest move, how businesses can model exposure and restructure their supply chains, and why trusted partnerships are critical for servicing international tax clients. Whether you’re a CPA guiding your clients through these epic times, a CFO making high-stakes decisions, or a business leader seeking clarity in a rapidly changing environment, this episode delivers actionable insights to help you protect margins, strengthen strategy, and uncover new opportunities.
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    38 分
  • Outsourcing Unpacked: Future-Proofing Your CPA Firm in 2025

    Outsourcing Unpacked: Future-Proofing Your CPA Firm in 2025
    2025/07/25
    Welcome to the premiere episode of the CPA Talk Series featuring Laurence Whittam, Founder & MD of Impact Global Solutions, and Sufyan Momin, our host and Associate Director – Business Development. Together, they unpack how CPA firms are rethinking their business models and reshaping the way they work and dig into what truly makes outsourcing work for CPA firms today. Outsourcing isn’t a one-size-fits-all solution — and it’s not just about cutting costs. Here’s what they explore: ✅ Why understanding the “why” behind outsourcing is key before jumping in ✅ Why one failed experience shouldn’t dictate your entire firm’s strategy ✅ How to customize the model to fit your firm’s unique needs ✅ Embracing global teams and aligning them with your firm’s culture ✅ The power of standardization for scale and efficiency ✅ Using outsourcing as a strategic lever in M&A to build a “one firm, one culture” approach Whether you’re a solo CPA or part of the Top 100 — this conversation offers real talk from real experience. Subscribe for more episodes featuring top voices in the CPA world—diving into emerging trends and what’s next on the horizon.
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    31 分
  • Beyond the Numbers: Benches Win Matches- with Jay Tolsma

    Beyond the Numbers: Benches Win Matches- with Jay Tolsma
    2025/08/07
    In this insightful episode of the CPA Talk Series, Jay Tolsma, Senior Partner at ELO CPAs & Advisors, shares his 39 years of experience in growing one of the most trusted CPA firms in South Dakota. Jay reveals his unique approach to building a successful firm—with a focus on people-first leadership, continuous growth, and strategic outsourcing. 🔑 Key Topics Discussed: • The People-First Approach: Why putting your team at the heart of every strategic decision is essential to success. • Outsourcing Done Right: How Jay’s firm integrates outsourced teams as true partners—not just cost-saving solutions—fostering strong cultural alignment and trust. • Upskilling & Scaling: The importance of continuously upskilling and upscaling your team for long-term growth and financial success. • Basketball Coaching & Business: Jay uses his basketball coaching experience to explain why having a strong "bench"—a deep, capable team—is key to winning. • Work-Life Balance & Technology: How today’s CPAs are achieving better work-life balance without compromising on quality or efficiency, and how AI and outsourcing are making this possible. • Advice for Young CPAs: Jay’s advice for the next generation of CPAs on continuous learning, embracing change, and investing in relationships. Takeaways: Learn how to build a strong, resilient team, leverage outsourcing to scale your firm, and use technology to work smarter, not harder. 👉 Don’t miss this episode! Tune in for actionable insights from a leader who’s seen it all, and gain valuable tips to grow your own CPA firm.
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    34 分
  • The AI Dilemma for CPAs: Growth, Guidance, and Governance

    The AI Dilemma for CPAs: Growth, Guidance, and Governance
    2025/08/22
    The AI Dilemma for CPAs: Growth, Guidance, and Governance The future of accounting isn’t just about numbers—it’s about trust, technology, and leadership. In this episode, Malia White, Co-Founder of VOS Accounting & Tax Services and creator of BOB™, shares: Harnessing AI without Losing Control – Practical ways CPAs can adopt AI responsibly Governance & Ethics Guardrails – Building trust while embracing innovation Future-Proofing Your Practice – Actionable steps for long-term resilience Inside Her Firm’s Playbook – Why collaboration, WISP policies, and tools like Financial Cents matter The Multilingual Advantage – Unique strengths in global finance and M&A Compliance & Security in Practice – Real-world strategies for risk mitigation Values + Innovation – Where governance meets modern leadership in accounting We also explore Malia’s humanitarian work, her commitment to ethical AI adoption, and what CPAs must do to thrive in a rapidly changing landscape. Listen now and discover how to lead with clarity in the AI era.
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    33 分