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/

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/

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/

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/

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/

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/

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/

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/