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56 - What Every CPA Firm Needs to Know About Operational Strategy

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Manage episode 475097852 series 3554142
Content provided by Laurence Whittam. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Laurence Whittam or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Are you focusing too much on outsourcing and not enough on what’s happening inside your firm?
In this episode of Business Beyond Borders, Laurence Whittam sits down with Tavi Meketon to spotlight the Profit Team—a powerhouse group of operational leaders helping CPA firms become more efficient, forward-thinking, and future-ready.

In this episode, you will be able to:

• Understand how the Profit Team supports CPA firms from the inside out

• Learn why strong operational strategy is key to growth and succession

• Discover how COOs act as dot connectors across firm priorities

• Hear why CPA firms need to think like businesses to stay competitive

• Explore how comprehensive support transforms internal firm operations

Listen to the full episode now and see how the Profit Team can help you grow smarter.

#CPAIndustry #AccountingLeadership #BusinessStrategy #WhitmanTransitionAdvisors #AccountingIndustry

  continue reading

57 episodes

Artwork
iconShare
 
Manage episode 475097852 series 3554142
Content provided by Laurence Whittam. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Laurence Whittam or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Are you focusing too much on outsourcing and not enough on what’s happening inside your firm?
In this episode of Business Beyond Borders, Laurence Whittam sits down with Tavi Meketon to spotlight the Profit Team—a powerhouse group of operational leaders helping CPA firms become more efficient, forward-thinking, and future-ready.

In this episode, you will be able to:

• Understand how the Profit Team supports CPA firms from the inside out

• Learn why strong operational strategy is key to growth and succession

• Discover how COOs act as dot connectors across firm priorities

• Hear why CPA firms need to think like businesses to stay competitive

• Explore how comprehensive support transforms internal firm operations

Listen to the full episode now and see how the Profit Team can help you grow smarter.

#CPAIndustry #AccountingLeadership #BusinessStrategy #WhitmanTransitionAdvisors #AccountingIndustry

  continue reading

57 episodes

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