CPA Talk Series

When Clients Owe the IRS: What CPAs Should Do Next IRS enforcement doesn't wait — and neither should your clients. In this episode of the CPA Talk Series, host Sufyan Momin speaks with Rachel Gibbs MBA, EA, NTPIF, founder of Trifecta Tax Relief, a fully virtual firm helping individuals and businesses resolve serious IRS debt across all 50 states. With over 15 years of experience spanning governmen...

When businesses face financial distress, CPAs are often the first to see the warning signs. In this episode, host Sufyan Momin speaks with Salene Kraemer, Managing Partner, MAZURKRAEMER, and a Board-Certified Business Bankruptcy and Restructuring Attorney with 25+ years of experience advising on complex restructuring and bankruptcy matters. She discusses the financial risks distressed business own...

The new episode of the CPA Talk Series, Scaling Right: How Strategic Outsourcing Empowers Global Tax Firms, features Tony Malik, international tax consultant and Founder of Point Square Consulting, a New York-based International Tax consulting and advocacy firm. Host Sufyan Momin sits down with Tony for a freewheeling chat on the valuable lessons learnt building and scaling an international tax pr...

Rising tariffs, shifting tax reforms, and evolving global trade policies are creating new challenges for businesses, but with the right strategy, those challenges can become opportunities. In this episode of the CPA Talk Series – From Tariffs to Triumph: How Advisors Help Clients Win, we sit down with Tim Sinclair, Adam Johnson CPA, and David Zaiken of WebsterRogers LLP to explore how CPAs and tax...

In this episode of Culture & Capital: People Power in CPA Practice, host Sufyan Momin, Associate Director at Datamatics Business Solutions, is joined by two powerhouse HR leaders: Rachel Anevski, CEO of Matters of Management, and Loly Vadassery, CHRO at Datamatics. They dive into how CPA firms and accounting practices can achieve smarter growth by focusing on people strategy. From outsourcing and...

The AI Dilemma for CPAs: Growth, Guidance, and Governance The future of accounting isn’t just about numbers—it’s about trust, technology, and leadership. In this episode, Malia White, Co-Founder of VOS Accounting & Tax Services and creator of BOB™, shares: Harnessing AI without Losing Control – Practical ways CPAs can adopt AI responsibly Governance & Ethics Guardrails – Building trust while embra...

In this insightful episode of the CPA Talk Series, Jay Tolsma, Senior Partner at ELO CPAs & Advisors, shares his 39 years of experience in growing one of the most trusted CPA firms in South Dakota. Jay reveals his unique approach to building a successful firm—with a focus on people-first leadership, continuous growth, and strategic outsourcing. 🔑 Key Topics Discussed: • The People-First Approach:...

Welcome to the premiere episode of the CPA Talk Series featuring Laurence Whittam, Founder & MD of Impact Global Solutions, and Sufyan Momin, our host and Associate Director – Business Development. Together, they unpack how CPA firms are rethinking their business models and reshaping the way they work and dig into what truly makes outsourcing work for CPA firms today. Outsourcing isn’t a one-size-...