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The INSIDE Public Accounting Podcast

The INSIDE Public Accounting Podcast

INSIDE Public Accounting 55 Episodes Oct 13, 2026

The INSIDE Public Accounting Podcast is a show for accounting firm leaders who want to make smarter, data-driven decisions and stay ahead of industry change. Each episode explores what IPA’s trusted benchmarking data reveals about firm performance, leadership and the future of the profession. From private equity and offshoring to partner compensation and the talent pipeline, the podcast dives into the trends, challenges and innovations shaping public accounting today. Hosted by Chelsea Summers and Rob Brown, it aims to spark ideas, share stories and bring context to the numbers.

Episodes

Best of the Best: What It Takes to Make the List
Best of the Best: What It Takes to Make the List Oct 13, 2026 18:57 What does it take to earn a place among IPA’s Best of the Best?Chelsea Summers and Rob Brown open this new series on the 75 firms recognized in 2026. Chelsea explains how IPA evaluates firms across 35 performance metrics and why strong profitability alone does not guarantee a place on the list.They explore the range of firms represented, from small practices to national organizations, and what dec
Nine Drivers of Partner Income: Running the Modern Firm
Nine Drivers of Partner Income: Running the Modern Firm Oct 6, 2026 24:54 If your firm’s partner income falls below a benchmark, where should you look first?Chelsea Summers and Rob Brown end the series Running the Modern Firm with nine measures associated with partner income in IPA’s 2026 Practice Management data. They examine why revenue per partner, leverage, partner billing rates and revenue per full-time employee deserve attention alongside hours and utilization.Che
Is AI Working for Your Firm? Running the Modern Firm with Donny Shimamoto
Is AI Working for Your Firm? Running the Modern Firm with Donny Shimamoto Oct 1, 2026 38:48 What is AI actually changing inside CPA firms?Chelsea Summers welcomes Donny Shimamoto of IntrapriseTechKnowlogies, who helped design the AI questions for IPA’s 2026 Information Technology Survey. Together, they examine what participating firms report about adoption, investment and results. Only 3.2% describe AI as fully integrated into their operations, while 42.9% report no measurable impact yet
Are You Redesigning Work or Just Adding Tools? Running the Modern Firm
Are You Redesigning Work or Just Adding Tools? Running the Modern Firm Sep 29, 2026 14:01 Firms are investing in offshore capacity to expand their teams and technology to improve efficiency. But the value of those investments depends on what happens to the workflow around them, including how work is staffed, handed off, reviewed and delivered.Chelsea Summers and Rob Brown examine the gap between adopting new resources and redesigning the workflow around them. About half of participatin
LIVE Q&A
LIVE Q&A Sep 24, 2026 42:46 Recorded live for the first time, this special Q&A episode of the INSIDE Public Accounting Podcast has a slightly different feel as Rob Brown and Chelsea Summers tackle questions from firm leaders and advisors about some of the biggest issues shaping the profession.Drawing on IPA data and conversations happening across the profession, Rob and Chelsea discuss where independent firms should plac
Is Your Talent Strategy Too Reactive? Running the Modern Firm
Is Your Talent Strategy Too Reactive? Running the Modern Firm Sep 22, 2026 21:59 Stable turnover does not necessarily mean a firm’s talent strategy is working.Chelsea Summers and Rob Brown examine what sits beneath the profession’s 11.8% staff turnover rate. Nearly 70% of turnover is voluntary, yet firms remain almost twice as likely to conduct exit interviews as stay interviews. Chelsea explains why leaders should ask their strongest mid-level people what could make them leav
Rethinking Succession, Part 2: Running the Modern Firm with Ira Rosenbloom
Rethinking Succession, Part 2: Running the Modern Firm with Ira Rosenbloom Sep 18, 2026 13:08 What can derail a succession plan even when a firm has people who could eventually lead it?In part two of Rob Brown’s conversation with Ira Rosenbloom of Optimum Strategies, they dig into two places succession often gets stuck: the expectations current partners place on their successors and the way partners are compensated.Ira explains why future leaders need room to learn on the job, why partner
Rethinking Succession, Part 1: Running the Modern Firm with Ira Rosenbloom
Rethinking Succession, Part 1: Running the Modern Firm with Ira Rosenbloom Sep 17, 2026 20:41 What would make the next generation say yes to ownership? In part one of this conversation, Rob Brown talks with CPA firm succession adviser Ira Rosenbloom about why leadership transitions should begin earlier.Ira explains his view that “55 is the new 65”: a time to shift responsibilities, mentor future leaders and begin transferring equity gradually. They also discuss flexibility, investment in f
When the Old Firm Model Stops Working: Running the Modern Firm
When the Old Firm Model Stops Working: Running the Modern Firm Sep 15, 2026 12:29 Accounting firms are changing how they staff, price and structure their partnerships. But are those changes working together?In the second episode of Running the Modern Firm, Chelsea Summers and Rob Brown use IPA’s 2026 Practice Management data to examine the operating model behind firm performance.They explore how leverage changes as firms scale, why adding capacity without adjusting pricing can
Running the Modern Firm: The 2026 State of the Profession
Running the Modern Firm: The 2026 State of the Profession Sep 8, 2026 18:17 The 2026 IPA Practice Management Report captures a profession facing slower growth but responding with sharper operations.Drawing on responses from 605 North American accounting firms, Chelsea Summers and Rob Brown open Running the Modern Firm, the third series of the season, with a look at the profession’s performance and the strategies shaping it.They discuss why organic and total growth slowed
How Capacity, Capital and Advisory Are Changing Firms: INSIDE the IPA 500
How Capacity, Capital and Advisory Are Changing Firms: INSIDE the IPA 500 Sep 3, 2026 25:15 This episode is brought to you by Bill.com. Learn how Bill can help your firm automate financial operations at Bill.com/IPA, where IPA listeners can access an exclusive offer. Global staffing, private equity and advisory expansion are becoming part of the operating model at many of the profession’s largest firms.In the final episode of our series, INSIDE the IPA 500, Chelsea Summers and Rob Brown
How Wolf & Company Built 16.1% Organic Growth: INSIDE the IPA 500
How Wolf & Company Built 16.1% Organic Growth: INSIDE the IPA 500 Sep 1, 2026 16:29 Wolf & Company didn’t become the fastest-growing IPA 100 firm by organic growth because of one big move.The firm reported 16.1% organic growth in the 2026 INSIDE Public Accounting Practice Management Survey, increasing net revenue from $90.7 million to $105.3 million without completing a merger during the reporting year. But MP Jerry Gagne says that growth was really the result of several year

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