[Video] 5 Growth Insights for CPA Firms
A couple of weeks ago, I participated in a live virtual fireside chat with Mark Ferris, CEO of Panalitix, where we had a great discussion centered around leadership, strategy, and growth for CPA firms.
I thought I'd use this week's newsletter to share some video highlights from our conversation so you can pick and choose what growth-oriented topics you're most interested in.
We talked about things like:
How to turn a siloed firm into a cohesive unit
The most effective path to organic growth
How to enable accountants to become advisory-first
Overcoming the "my client" mindset to enable scaling
Getting people to think bigger and rally around big goals
Continue scrolling to see each video clip.
Want to join us live next time?
We're hosting another fireside chat on July 22nd at 4pm ET, 1pm PT titled:
Growth, Strategy, and Scaling: Leading a Thriving Accounting Firm in 2025
Register to participate live, ask questions, and receive the recording if you can't make it during the live session.
✅ Register to Join Me for the July 22nd Virtual Fireside Chat
How to turn a siloed firm into a cohesive unit built to scale:
The most effective path to organic growth:
How to enable accountants to become advisory-first:
Overcoming the "my client" mindset to enable scaling:
Getting people to think bigger and rally around big goals (setting the goal of scaling Baker Tilly US to $1.5B):
That's it for this week.
Be sure to register for my next live session with Mark scheduled for July 22nd @ 4pm ET / 1pm PT.
✅ Register to Join Me for the July 22nd Virtual Fireside Chat
With intention,
Alan D Whitman
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