The Big 4 Transparency Podcast
The Big 4 Transparency Podcast, hosted by CPA Dominic Piscopo, explores success in the accounting field through interviews with firm owners and accounting managers. It covers topics like career options, firm operations, and compensation strategies. The podcast aims to bring transparency to the accounting industry by sharing useful information and stories. Listeners can also contribute salary data to the Big 4 Transparency database.
Episodes
AI and How it Impacts Investments in Accounting with Rohit Chande
In Episode 106 of the Big 4 Transparency Podcast, Rohit Chande, CEO of Count, discusses the strategic use of AI in professional services, the future of accounting firms, and how private equity is transforming the industry through technology and long-term investment strategies.Check out our sponsor: getcanopy.comConnect with Rohit:LinkedIn: https://www.linkedin.com/in/rohitchande/Get in touch with
Developing Talent & Accelerating Leadership with Nate Boaz
In Episode 105 of the Big 4 Transparency Podcast, guest Nate Boaz, co-founder of Kinavic Leadership Acceleration, discusses how leadership development and strategic talent management are transforming professional services firms. Topics include succession planning, leadership archetypes, leveraging AI for productivity, and building effective leadership teams to drive growth and retention.Check out
Top Firms By Job Satisfaction: What Sets Weaver Apart with Demetrice Branch and Linc Ashby
In Episode 104 of the Big 4 Transparency Podcast, Demetrice Branch and Linc Ashby discuss what sets Weaver apart after being ranked #3 on Big 4 Transparency’s list of firms with the highest job satisfaction. They get into the weeds of coaching and their philosophy around managing talent at the firm. Check out our sponsor: liveoak.bank/big4Connect with Demetrice and Link: Demetrice: https://www.lin
Double Digit Growth While Independent with Michael Hoover
In Episode 103 of the Big 4 Transparency Podcast, Michael Hoover, Chief Growth and Strategy Officer at Bennett Thrasher, shares insights on organic growth strategies, talent acquisition, and technological innovation in the accounting industry. Discover how a focus on independence, strategic tech investments, and talent development drives sustained success.Check out our sponsor: liveoak.bank/big4Co
The Importance of Personal Brand & Vibe Coding Tools with Eddy Gramajo
In Episode 102 of the Big 4 Transparency Podcast, Eddy Gramajo shares his journey from Big Four accounting to industry roles, the evolving role of AI in finance, and practical advice for accountants looking to leverage technology and advocate for themselves.Connect with Eddy:LinkedIn: https://www.linkedin.com/in/eddy-gramajo/Big 4 Resume Scoring: https://resume.gramajo-consulting.com/Get in touch
Puerto Rico Residency Niche & In-House AI with Rachel Farris
In Episode 101 of the Big 4 Transparency Podcast, host Dominic Piscopo interviews Rachel Farris, founder of a niche CPA practice, shares her journey into Puerto Rican residency, the tax incentives involved, and her innovative AI tools for tax research. Discover how she built her expertise, generated leads, and expanded into AI-driven solutions for small firms.Connect with Rachel:LinkedIn: https://
Taking on Private Equity Investment as a New Partner with Justin Shelman
In Episode 100 of the Big 4 Transparency Podcast, host Dominic Piscopo interviews Justin Shelman, a tax partner at Prosperity Partners, shares his journey from becoming a partner after boomeranging, to navigating the complexities of private equity investments in the accounting industry. He discusses the impact of technology on firm growth, the importance of mentorship, and the strategies for succe
The Power of Data & Acquisition News with Stuart Ferguson
In Episode 99 of the Big 4 Transparency Podcast, host Dominic Piscopo interviews Stuart Ferguson, the president of Stout Strategy and former managing partner of Pointe Advisory. They discuss the recent acquisition of Pointe Advisory by Stout, the role of data analytics in consulting, and the importance of strategic focus for CPA firms. Stuart shares insights on the M&A process, the challenges
Optimizing Your Firm’s Future with Ira Rosenbloom
In Episode 98 of the Big 4 Transparency Podcast, founder and CEO of Optimum Strategies, discusses the complexities of consulting for CPA firms. He emphasizes the importance of strengthening firms through assessments, navigating mergers and acquisitions, and understanding compensation dynamics. Ira shares insights on the challenges faced by younger partners, the impact of private equity on the indu
Scaling with Soul with Springline CEO, Tim Brackney
In Episode 97 of the Big 4 Transparency Podcast, Tim Brackney, CEO of Springline Advisory, discusses the innovative approach of his firm in the accounting industry, focusing on a growth thesis rather than quick flips typical of private equity. He shares his journey to becoming CEO, the importance of cultural alignment, and the strategic decisions behind their measured growth approach. Tim also exp
Starting Over with Intention with Chad Huebsch
In Episode 96 of the Big 4 Transparency Podcast, Chad Huebsch, CEO of Blueprint Tax Advisors, shares his journey from working in SALT to founding his own tax advisory firm. He discusses the challenges and lessons learned in transitioning from employee to entrepreneur, the importance of focusing on client relationships, and the strategies he employed to grow his business. Chad also emphasizes the v
2 Year Check-in with Jaimie Nichols
In Episode 95 of the Big 4 Transparency Podcast, Dominic welcomes back Jaimie Nichols, a former guest, to discuss her journey as a solopreneur in the accounting field. Jaimie reflects on her decision to leave her firm, the challenges she faced, and the growth of her business over the past two years. She shares insights on her tech stack, client selection, work-life balance, and the importance of b
Raising the Bar for Talent with Jeremy Dubow
In Episode 94 of the Big 4 Transparency Podcast, Dominic sits down Jeremy Dubow, co-founder and CEO of Prosperity Partners to discuss his journey with starting the firm, what has changed over the 20+ years he’s operated his firm, and what ultimately drove the decision to take on Private Equity investment. They also dive deep into Jeremy’s talent strategy, and how he’s elevating the bar for retaini
A New Era of Accounting Entrepreneurship with Matt Tait
In Episode 93 of the Big 4 Transparency Podcast, Dominic sits down with Matt Tait, CEO of Decimal, to unpack how accounting firms can scale profitably without burning out their founders. Matt shares how Decimal evolved from a modern CAS firm into a franchised “firm-in-a-box,” helping entrepreneurs launch and grow accounting firms with enterprise-grade infrastructure, standardized tech stacks, and
Private Equity Summit 2025 Recap
In Episode 92 of the Big 4 Transparency Podcast, host Dominic Piscopo covers the Private Equity Summit 2025 hosted by Accounting Today. He shares a behind-the-scenes look at some of the most important conversations regarding Private Equity in accounting that happened at the conference, and shares the highlights of his keynote and panel presentations. Get in touch with me:Website: https://www.big4t
Cost Segregation and R&D Credit Specialization with Craig Fouts
In Episode 91 of the Big 4 Transparency Podcast, Craig Fouts, a partner at Align Tax Consulting, shares insights into the world of specialty tax consulting, focusing on R&D tax credits and cost segregation. Craig discusses his journey into this niche field, the strategic decisions behind Align's service offerings, and the importance of building relationships with CPA firms. He also highlights
Foregoing Big 4 Partnership for a New Adventure with Stewart Spiers
In Episode 90 of the Big 4 Transparency Podcast, Dominic Piscopo sits down with former colleague Stewart Spiers to discuss his journey from Deloitte to a smaller firm, TAAG. Stewart shares insights into his passion for working with small and medium-sized businesses, the challenges of the big 4 environment, and his decision to seek a more entrepreneurial path. Tune in to hear about the agility and
Acquiring Tax Into a CAS Practice with Chris Williams
In Episode 89 of the Big 4 Transparency Podcast, host Dominic Piscopo speaks with Chris Williams, CEO of System Six, discussing the growth of his CAS business, the recent acquisition of a tax practice, and the strategies involved in integrating new teams. Chris shares insights on financing acquisitions through SBA loans, the importance of trust in business transactions, and the unique challenges f
AI & Accelerating Talent with Jody Padar
In Episode 88 of the Big 4 Transparency Podcast, host Dominic Piscopo speaks with Jody Padar, known as the Radical CPA, who shares her journey from being a firm owner to a tech innovator in the accounting space. She discusses the importance of technology, particularly AI, in transforming the accounting profession and emphasizes the need for empathy and advisory skills in client relationships. Jody
My Firm Planning Playbook
In Episode 87 of the Big 4 Transparency Podcast, I talk through my entire thought process around setting up an accounting firm. I’ve had a lot of similar conversations lately, and wanted to share the 6 steps I would follow to plan my firm, choose a niche, and start building up a customer base. Get in touch with me:Website: https://www.big4transparency.com/Newsletter: https://big4transparency.beehi
Redefining the Role of the State Society with Jen Cryder
In Episode 86 of the Big 4 Transparency Podcast, host Dominic Piscopo speaks with Jen Cryder, the CEO of the Pennsylvania Institute of CPAs. Jen shares about her role, and pushing the boundaries of what a state society can mean for the accounting profession - digging into their acquisition of CPA Crossings and investment into XcelLabs. Dominic and Jen also cover how she’s pushed to be entrepreneur
Building Sustainably and Synergies with Wealth Advisory with Owen Pryor & Steve Blake
In Episode 85 of the Big 4 Transparency Podcast, host Dominic Piscopo speaks with Owen Pryor and Steve Blake from Evans May Advisory. They discuss the unique synergies between their advisory and wealth management services, emphasizing a client-centric approach that alleviates burdens from clients. The conversation covers their growth strategies, niche markets, innovative pricing models, and the im
Eminence and HR1 Tax Opportunities with Mark Gallegos
In Episode 84 of the Big 4 Transparency Podcast, host Dominic Piscopo speaks with Mark Gallegos, a partner at Porte Brown, about his extensive experience in tax legislation and public accounting. Mark shares insights into his role as a tax expert, the importance of effective communication in the field, and the opportunities presented by the new HR1 tax legislation. He discusses his personal journe
Elbow Grease to Exit & Internal Tool Spinoffs with Joe Manganelli
In Episode 83 of the Big 4 Transparency Podcast, Joe Manganelli shares his journey from engineering to finance, detailing his entrepreneurial aspirations that led to the founding of Calculate, an outsourced accounting practice. He discusses the challenges of building the business, the decision to sell it, and the transition to his new venture, Amalgam, which aims to streamline accounting processes
Scaling Success Through Relationships & Referrals with Kyle Geers
In Episode 82 of the Big 4 Transparency Podcast, Dominic Piscopo interview Kyle Geers, CEO and co-founder of Zeroed-In Consulting, where he discusses the growth trajectory of his firm, which is forecasting 80% growth in 2025. He shares insights on acquiring large clients, building referral networks, and the challenges of transitioning from a corporate job to entrepreneurship. Kyle emphasizes the i
Why Clients Leave Accountants with Sam’s List Co-Founder Kimi Green
In Episode 81 of the Big 4 Transparency Podcast, Dominic Piscopo interviews Kimi Green, co-founder of Sam's List, a review-based directory for accountants and financial professionals. Kimi shares the inception story of Sam's List, its unique value proposition centered around client reviews, and her unexpected journey into the accounting industry. The conversation delves into the business model of
The Power of Professional Networks with Mike Masymiw
In Episode 80 of the Big 4 Transparency Podcast, Dominic Piscopo welcomes back Mike Maksymiw, the executive director of the Aprio Firm Alliance. They discuss the recent acquisition of the PS+ Alliance by Aprio and its implications for member firms. The conversation explores the strategic value of the Alliance, employee satisfaction in a private equity-backed firm, and the importance of maintaining
Make $200k in 15 Hour Weeks with Erica Goode
In Episode 79 of the Big 4 Transparency Podcast, Erica Goode shares her journey as an independent accountant who built a successful lifestyle business while balancing family responsibilities. She discusses her unique approach to client management, pricing strategies, and the importance of workflow efficiency through technology integration. Erica emphasizes the mindset shift needed in the accountin
Private Equity, Partner Alignment, and the Rise of CAS with Matthew May
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 invoici
Navigating the Niche of Adult Industry Accounting with Katherine Studley
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' n
The Come-Up of CAS with Deneen Dias
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 tr
Best Practices from 374 Firm Leader Podcasts with David Cristello
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 t
Solving Foundational Problems & Network Building with Michael Ly
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 a
Starting, Scaling & Refining a Firm with Mike Pinkus
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
From Podcasts to Practice: Cody Daniels' Journey
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 de
Loyalty Tax & How to Fix a Broken Incentive System
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 reten
Family Office Funded Firms with Noah Beery
In Episode 70 of the Big 4 Transparency Podcast, Noah Beery shares his journey with Platform Accounting Group, a rapidly growing group of Accounting Firms funded entirely by family office investors. We talk about what makes family office investors different than private equity, why a longer time horizon is crucial in the accounting industry, and how providing head-office level support is superchar
Growing with Upwork & Firm Growth Forum Recap with Tailor Hartman
In Episode 69 of the Big 4 Transparency Podcast, Tailor Hartman and I rehash the recent Firm Growth Forum, and how he started Celerity Accounting. Tailor actually got his firm started with contracts from upwork, and reached $10k / month within his first few months, quickly replacing his full-time income.Check out Canopy for your firm’s practice management needs! https://www.getcanopy.com/Connect w
Governance, Growth, and the PE Playbook with Frank Longobardi
In Episode 68 of the Big 4 Transparency Podcast with Frank Longobardi, we discuss the evolving landscape of accounting firms, particularly the impact of private equity on governance, talent attraction, and career progression. We explore the challenges faced by the accounting profession in retaining young talent, the importance of a unified culture post-merger, and the strategic decision-making pr
Using Big 4 Transparency for Better Compensation and Performance Discussions
In Episode 67 of the Big 4 Transparency Podcast I’m doing a solo podcast talking about how I recommend leveraging Big 4 Transparency to lead to better discussions around pay and performance. A major benefit of having access to data that both the employee and employer can view is that it can lead to very objective discussions which will be far more productive and beneficial and aligning expectation
How to Layoff-Proof Yourself and Bounce Back Better
In Episode 66 of the Big 4 Transparency Podcast I’m doing a solo podcast talking about layoffs and how to layoff proof yourself through networking. The number one piece of advice in this episode is that you can’t let yourself become siloed within your firm. You should be engaged in company culture, but maintaining a network outside of your firm at all times, and this will help you be far more resi
Outsourcing and How to Evolve Staff Level Roles with Nick Sinclair
In Episode 65 of the Big 4 Transparency Podcast I’m joined by Nick Sinclair, founder of TOA Global, an outsourcing firm with over 4,000 employees. In this episode, we talk about how Nick started in the accounting industry, growing an acquired accounting practice 5x in 2 years, how he started TOA Global unintentionally, and why he initially picked the Philippines as a good market for accounting tal
Building Industry Influence with Rob Brown
In Episode 64 of the Big 4 Transparency Podcast I’m joined by Rob Brown, the founder of the Accounting Influencers Roundtable, and an expert in business development in the accounting industry. In this episode, Rob and I discuss how one can become influential in the accounting industry, why accountants are so overwhelmed with sales outreach, and the 3 best ways one can reach their target audience.
Building a Firm Employees Will Love with Erin Daiber
In Episode 63 of the Big 4 Transparency Podcast I’m joined by Erin Daiber, Founder of Well Balanced Accountants, a consultancy dedicated to transforming CPA firms by creating workplaces where accountants love to work. Connect with Erin:LinkedIn: https://www.linkedin.com/in/cpacoacherin/Well balanced accountants: https://www.wellbalancedaccountants.com/ Get in touch with me:Website: https://www
Mastering M&A with Marcus Dillon
In Episode 62 of the Big 4 Transparency Podcast I’m joined by Marcus Dillon, Founder and President of Dillon Business Advisors. His firm has done 15 M&A transactions, acquiring firms, and bundling out clients who are not a fit and selling them out to other firms to recover some of the acquisition cost - he was the first person I’ve heard ever talking about this strategy in-depth and it’s defin
Build Versus Buy with Brannon Poe
In Episode 61 of the Big 4 Transparency Podcast I’m joined by Brannon Poe, founder of Poe Group Advisors and Accounting Practice Academy. Over the last 2 decades, Brannon has been brokering deals between accounting firms after getting his own experience in public accounting. With this experience, Brannon has some great insights on the state of the accounting industry and everything we’re seeing in
Return On Relationships with Rory Henry
In Episode 60 of the Big 4 Transparency Podcast I’m joined by Rory Henry, someone I’m going to be on a panel with at Bridging the Gap 2025! Rory talks all about how firms should be considering financial planning and wealth advisory services as a way of more holistically serving clients, while being able to generate greater returns on their time and relationships with clients. Connect with Rory:Lin
Let’s Talk Job Satisfaction and Hours Worked
In Episode 59 of the Big 4 Transparency Podcast I’m talking all about job satisfaction and horse worked following a recent deep dive into the Big 4 Transparency data. Referenced YouTube video: https://www.youtube.com/watch?v=XsWCr8h2SKQGet in touch with me:Website: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: dom@big4transparency.comTwitter: https://
Mastering Networking and Unlocking Opportunities with Chayton Farlee
In Episode 58 of the Big 4 Transparency Podcast I’m joined by Chayton Farlee, a friend of mine in the accounting space and a student filled with boundless enthusiasm for the industry. Chayton is passionate about cloud accounting, CAS, and the opportunities that exist in the accounting profession for young professionals and students alike. Connect with Chayton:LinkedIn: https://www.linkedin.com/in/
Testing Top Talent with Giles Pearson
In Episode 57 of the Big 4 Transparency Podcast I’m joined by Giles Pearson, a former partner at PwC New Zealand who went on to be the Co-Founder of Accountests, a pre-employment testing service for accounting firms looking to make sure the talent they’re bringing in will suit their needs and meet their skill and knowledge requirements. Connect with Giles:LinkedIn: https://www.linkedin.com/in/gile
Burnout Busting with Lynnette Oss Connell
In Episode 56 of the Big 4 Transparency Podcast, I’m joined by Lynnette Oss Connell, AKA your burnout bestie. Lynnette is a former firm owner who has been through all of the stages of burnout, and has become passionate about the topic of burnout in the world of accounting over the last few years. We cover many of the best practices she recommends to prevent and recover from burnout, and discuss h
Doing Private Equity Right with Nishaad Ruparel of Ascend
In Episode 55 of the Big 4 Transparency Podcast, I’m joined by Nishaad Ruparel, President of Ascend, a modern platform for regional accounting firms backed by Alpine. In this episode we talk all about how Ascend made the decision to start investing in public accounting, and their unique approach to how they invest. We also talk about trends in the accounting industry, limitation of the traditiona
Ryan Bakke’s Secrets to Scaling to $3M+ in 4 Years with Copywriting
In Episode 54 of the Big 4 Transparency Podcast, I’m joined by Ryan Bakke, a young CPA who grew his firm to $3M+ in revenue in just a few years. Ryan talks to us about what he does differently is his marketing and sales approach, using old-school direct response type messaging and catchy hooks to build his audience and client list.Check out our sponsor, Forwardly for B2B payments made easy: https
Consistency is Key with David Leary
In Episode 53 of the Big 4 Transparency Podcast, I’m joined by David Leary, Co-host of the accounting podcast and co-founder of Earmark to talk about his journey as a non-CPA building in the accounting space, the inner working of The Accounting Podcast, and covering some industry news. We also talk about how accountants have the skillset to benefit greatly from improvements in AI, and a look behi
Accounting in the Caribbean with Erica Newman
In Episode 52 of the Big 4 Transparency Podcast, I’m joined by a former colleague of mine, Erica Newman, who is now a Senior Manager in recruitment for Deloitte Caribbean and Bermuda Countries. Erica shares her experience moving to the Caribbean with Deloitte, what to expect when relocating to work in that region, and how to make the move. Connect with Erica:LinkedIn: https://www.linkedin.com/in/e
Firm First Steps with Graham McGuire
In Episode 51 of the Big 4 Transparency Podcast, I’m joined by Graham McGuire, the brand new founder of Kingswood accounting, a firm launched just about a month ago. In this episode, we cover the first steps Graham is taking with a brand new firm, how he’s finding his niche, and how he made the jump. Follow Graham on his journey: LinkedIn: https://www.linkedin.com/in/grahamcpa/Get in touch with me
Accounting and Digital Marketing for Ecomm with Abir Syed
In Episode 50 of the Big 4 Transparency Podcast, I’m joined by Abir Syed, also known as The Cranky CPA on TikTok, and a co-founder of UpCounting, a firm specializing in e-commerce that combines accounting, advisory, and growth marketing to offer a one-stop shop to support high-growth e-commerce businesses. Follow Abir: LinkedIn: https://www.linkedin.com/in/abir-syed/Get in touch with me:Website: h
Adapting to Technological Evolutions with Seth Fineberg
In Episode 49 of the Big 4 Transparency Podcast, I’m joined by Seth Fineberg, the founder of Accountants forward, which is both an accounting blog and a business that consults with vendors and service providers in the accounting space on how to better connect with accounting professionals. In this episode, we talk about how technology changes have impacted other professions throughout the years, a
Accounting Media and PE Summit with Daniel Hood
In Episode 48 of the Big 4 Transparency Podcast, I’m joined by Daniel Hood, editor-in-chief at Accounting Today. In this episode, we talk about Dan’s career in media in the accounting space, what makes covering the accounting industry unique, and where all of these conversations about the industry and its struggles are leading us. We also cover Accounting Today’s recent PE summit conference, as we
CPACon and Professional Pride with Kendale King
In Episode 47 of the Big 4 Transparency Podcast, I’m joined by Kendale King, founder of CPACon and KCK CPA. In this episode, Kendale and I talk about the first edition of CPACon, a new conference looking to do things differently and celebrate the CPA profession. We also talk about accounting for entertainers and becoming a specialist in the crypto space. Follow Kendale: LinkedIn: https://www.linke
Accessing Capital In Accounting with Eric Rabinovich
In Episode 46 of the Big 4 Transparency Podcast, I’m joined by Eric Rabinovich, VP at Live Oak Bank, a bank with a specialized branch for accounting and tax firms, helping them access capital for M&A transactions and operating capital. In this episode, we explore options for partner buyouts, ESOPs, firm acquisitions, and firm working capital all through SBA loans. Follow Eric: LinkedIn: https:
Chasing $100M as a Sole Equity Partner with Robert Gauvreau
In Episode 45 of the Big 4 Transparency Podcast, I’m joined by Robert Gauvreau, Founder and CEO of Gauvreau Accounting Tax Law and Advisory, a Canadian firm offering both accounting and legal services. Robert’s firm is unique in that he’s reached $20M in revenue as the only equity partner and has huge ambitions to scale to $100M while retaining full ownership and control. We also talk about the im
My Personal Take on Private Equity in Public Accounting
In Episode 44 of the Big 4 Transparency Podcast, I share my opinion on PE in the accounting industry based on the deep dive I did into the data collected on Big 4 Transparency as well as conversations I had with guests in previous episodes. Get in touch with me:Website: https://www.big4transparency.com/Newsletter: https://big4transparency.beehiiv.com/Email: dom@big4transparency.comTwitter: https:/
Talent and Industry Trends with Marianne Galante
In Episode 43 of the Big 4 Transparency Podcast, I’m joined by Marianne Galante, Founder of Galante Talent Strategies, and former Executive Director of Resource Management at KPMG. In this episode, we talk all about the impact that a strong back-office function can have on large firms and the role they play in a firm’s growth. We also talk about how resource management has evolved over the last de
Private Equity’s Playbook & Perspective with Brant Hansen
In Episode 42 of the Big 4 Transparency Podcast, I’m joined by Brant Hansen, co-founder of Hansen Harding, an intermediary firm that works with Private Equity to facilitate deals with accounting firms. In this episode, Brant walks us through the reasoning behind these private equity deals, how PE generates their returns on these deals, and the factors that will most often lead to a deal’s outcomes
Fiercely Independent Firms with Michael Hoover
In Episode 41 of the Big 4 Transparency Podcast, I’m joined by Michael Hoover, Chief Growth & Strategy Officer at Bennett Thrasher. In this episode, we cover what Bennett Thrasher does differently to remain fiercely independent and entrepreneurial at scale, how that makes them a unique place to work, why so many firms are doing PE deals and the positives and negatives of these deals. Follow Mi
The Positives of PE & Challenging the Partnership Model with Tim Petrey
In Episode 40 of the Big 4 Transparency Podcast, I’m joined by Tim Petrey, CEO of HD Growth Partners, a regional accounting firm that was acquired this year by Ascend, a platform for firms backed by PE. Tim shares his journey with the acquisition, what it’s like working with Ascend, and how the acquisition has changed things for his team. Tim also talks about his views on the accounting industry a
Scaleable To Saleable with Sharrin Fuller
In Episode 39 of the Big 4 Transparency Podcast, I am joined by Sharrin Fuller, CEO of Glass Wallet, an advisory group focused on helping firms scale more effectively as well as CEO of Core Financial Pros, an accounting firm focused on the health & wellness sector. In this episode, Sharrin and I discuss where many firm owners get stuck, and some really simple changes to make to your firm and y
Success and Succession with Mike Sylvester
In Episode 38 of the Big 4 Transparency Podcast, I am joined by Mike Sylvester, Partner at SBS CPA Group, and most recently the founder of the collaboration room, a community for accounting professionals. In the episode, we talk about Mike’s late career pivot into accounting, how he and his wife scaled their firm together, and how they are currently doing their succession planning to retire while
Lifestyle Design & Early Career Hacks with Tony Wilson
In Episode 37 of the Big 4 Transparency Podcast, I am joined by Tony Wilson, Founder of Acquip, a virtual CFO firm for digital agencies, and Tax-Minded, a community for professionals in the tax space. In this episode, we discuss how Tony decided his area of specialization and the niche for his firm to focus on. We also cover rotational programs and the type of student jobs that will set you up for
The Firm Acquisition Playbook with Ben Wann
In Episode 36 of the Big 4 Transparency Podcast, I am joined by Ben Wann, Owner of CFO Consultants LLC, a firm built up by acquisitions. Ben walks us through how he’s made 3, and maybe soon to be 4 acquisitions in the accounting space over the last 18 months. We also get deep into the details of how he financed these acquisitions, where he found these firms, and how he’s working on integrating the
The Benefits of Being a Generalist with Tal Ben Bassat
In Episode 35 of the Big 4 Transparency Podcast, I am joined by Tal Ben Bassat, CFO and COO at Anchor. Tal has a background as a CPA as well as an attorney working in prosecuting white collar crime. He shares how being educated in both areas gave him the base he needs to be a great generalist in the business world when it comes to finance and operation and how that led him to a COO and CFO positio
The Problems Plaguing our Profession with Blake Oliver (Part 2)
In Episode 34 of the Big 4 Transparency Podcast, I am joined by Blake Oliver, host of the Accounting Podcast, and CEO / Founder of Earmark. In part 2 of this interview, we discuss the new generation of accountants and what people are seeking from their careers, where remote work is falling short, and the flaws in the current firm model. Check out our Sponsor, Forwardly: https://www.forwardly.com/p
Self Learning, Process & AI with Blake Oliver (Part 1)
In Episode 33 of the Big 4 Transparency Podcast, I am joined by Blake Oliver, host of the Accounting Podcast, and CEO/Founder of Earmark. In part 1 of this interview, we discuss Blake’s early career, transitioning to music all the way to selling his cloud-based accounting firm and how he taught himself how to build the firm along the way. We also dive deep into the topic of processes and the incre
Tax Law & Softball with Dean Blachford
In Episode 32 of the Big 4 Transparency Podcast, I am joined by Dean Blachford, an independent tax lawyer specializing in tax disputes in Canada. In this episode, we cover what differentiates tax law, and the different streams within it, Dean’s story of how he launched his own practice, and a story of stepping up to the plate when faced with career adversity. We also talk about the Blachford Tax L
Perfecting Processes with Isaac Perdomo
In Episode 31 of the Big 4 Transparency Podcast, I am joined by Isaac Perdomo, the Co-Founder of Opzer, a company which helps accounting firms improve their workflows and implement tools to automate processes. Isaac shares frameworks on the different applications of AI, the different metrics firms can use to assess the effectiveness of their processes, and where to start if you want to become a pr
Cross Border Accounting and Private Equity with Katrina Nacci
In Episode 30 of the Big 4 Transparency Podcast, I am joined by Katrina Nacci, a solo practitioner working in cross-border advisory, working out of Germany and Boston. We chat all about her journey to where she is today, the cultural difference of working in Europe versus North America and her views on Private Equity in the accounting space.Check out our Sponsor, Forwardly: https://www.forwardly.c
Learning Leverage & Podcasting with Jason Blumer
In Episode 29 of the Big 4 Transparency Podcast, I am joined by Jason Blumer, CEO of Thriveal, and of Blumer & Associates. Jason has been a huge inspiration to me in the podcast world, showing how consistency with podcasting can lead to great business outcomes. Jason talks about the need for inspiration as a founder, and how he has become so productive by learning to leverage his time through
Family Succession, Modernization & Finding Balance with Nick Boscia
In Episode 28 of the Big 4 Transparency Podcast, I am joined by Nick Boscia, Partner at Boscia & Boscia P.C. who shares the stories of taking over his father’s firm with his brother and working toward modernizing the practice in order to support a more balanced lifestyle. Nick goes into detail on the initiatives he undertook to improve the firm operations and the impact of each change which no
Navigating the Public Accounting Journey with Wade Runge
In Episode 27 of the Big 4 Transparency Podcast, I am joined by Wade Runge, an exited partner from a small firm that was acquired, and current director at Porte Brown. Wade shares his almost 4 decade journey in public accounting with us, and recounts the stories of becoming a junior party in his late 20s and how that shaped his experience in the industry. Wade also walks us through what it was lik
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