Digital CPA by CPA.com

What makes DCPA25 the premier conference for accounting leaders? In this episode, host Kalil Merhib , EVP of Growth and Professional Services at CPA.com, sits down with Daniel Macintosh , Chief Growth Officer at Brady Martz, to unpack how this year's conference is setting the stage for the future of audit, tax, and client advisory services. Together, they explore the "why" behind DCPA25 and what s...

Talent shortages and the rise of AI are forcing firm leaders to rethink their people strategies. Offshoring is often part of the conversation-but what does it take to do it well? In this episode of the Digital CPA Podcast , host Kalil Merhib sits down with David Schnitt , President & CEO of IQ BackOffice , to unpack how offshoring, outsourcing, and AI can work together to create sustainable growth...

In this week's Digital CPA Podcast, we explore how CPA firms can unlock strategic growth and scalable advisory through the power of AI-driven client data. Join host Kalil Merhib as he welcomes Eric Eager , CEO & Co-Founder, 4impactdata and Elizabeth Davis , Chief Growth Officer, 4impactdata to share proven tactics for turning your firm's historical and real-time data into forward-looking insights....

Host Kalil Merhib sits down with Graham Stanton, co-founder and CEO of Avise, to unpack the transformative power of AI in modern accounting. From Graham's early days wrestling with manual close processes at Peloton to leading a startup in the AICPA & CPA.com accelerator, he offers a candid look at how automation is reshaping Client Advisory Services (CAS) and corporate finance teams. Graham begins...

In this episode of the Digital CPA Podcast , host Kalil Merhib sit down with Leroy Kerry , CEO and co-founder of Filed , an AI-powered tax automation company that's redefining how CPA firms approach compliance work. This conversation is part of a series featuring startups from the AICPA and CPA.com Startup Accelerator . Leroy shares his journey from building unicorn fintechs in Europe to landing i...

In this episode of the Digital CPA Podcast , we take you inside the 2025 AICPA and CPA.com Startup Accelerator—a powerful launchpad for the next generation of accounting tech. Kacee Johnson and Kalil Merhib reflect on this year's convening days in NYC and discuss the six standout startups: Filed, Avise, Truewind, Tabs, Keeper, and Remitian. From agentic AI to automated tax remittance, these compan...

Trusted Business Advisor with Bill Reeb The accounting profession is undergoing a seismic transformation. Firms that have traditionally thrived on compliance services—tax preparation, audit, and financial reporting—are finding that their clients expect more. Today's business owners don't just need accountants; they need trusted advisors who can guide them through complex financial landscapes, stra...

In this episode of the Digital CPA Podcast , host Kalil Merhib is joined by Kim Blascoe from CPA.com and Beth Allen from GreerWalker to discuss the 2024 CAS Benchmark Survey findings. They dive deep into the evolving landscape of Client Advisory Services (CAS) , highlighting trends in growth, pricing strategies, profitability, and technology adoption . The conversation explores how firms are lever...

In this episode of  The Digital CPA Podcast , Jen Wood from The Bonadio Group shares her key insights from chairing the 2024 Digital CPA Conference. We explore how firms are leveraging AI to tackle capacity challenges, the rapid growth of CAS practices, and the transformative impact of cloud-based audit tools. Jen also discusses innovative strategies for firm leaders to evolve their business model...

Join host Kacee Johnson on the Digital CPA Podcast as she dives into the world of AI-powered solutions with Jeff Seibert, Founder and CEO of Digits. Discover how Jeff's entrepreneurial journey, from co-founding Crashlytics to his work at Twitter, shaped his approach to innovation in accounting technology. Learn about achieving 100% AI accuracy, balancing responsible AI regulation with innovation,...

In this episode of the Digital CPA Podcast , hosts Kacee Johnson and Kalil Merhib sit down with Allan Koltin, CEO of Koltin Consulting Group and one of the accounting profession's most influential voices. Together, they explore the growing impact of private equity in accounting firms, from operational changes and cultural shifts to regulatory considerations and long-term implications for the indus...

Podcast Description: In this episode, we're joined by Lisa Simpson, VP of Firm Services at the AICPA, to explore the critical topic of business model transformation for CPA firms. Lisa shares insights on what business model transformation means, why it's becoming essential, and the driving forces behind this shift. We'll discuss the challenges firms face, the opportunities transformation presents,...

In this episode of the *Digital CPA Podcast*, host Kalil Merhib, EVP of Growth & Professional Services at CPA.com, is joined by two industry leaders to dive into the transformative role of AI in auditing and the CPA profession. Our guests are Kevin Merlini, co-founder and CEO of Materia AI, and Jen Burns, Chief Auditor at the AICPA. We'll explore how AI is reshaping the landscape of audit and fina...

  Welcome to the *Digital CPA Podcast*, where we explore how technology is transforming the accounting profession. We're joined today with Dan Hood, Editor-in-Chief of *Accounting Today*, as we dive into insights from the recent AICPA and CPA.com Executive Roundtable in New York City.  This year's roundtable focused on emerging trends impacting the profession, with topics ranging from responsible...

In this episode of the Digital CPA Podcast , hosts Kacee Johnson and Kalil Merhib sit down with Lisa Griffith, Head of Partnerships + Strategy for Accounting at Laurel, an AI Time Automation company. Together, they explore the evolving concept of time tracking in public accounting and how it's shifting from traditional billing methods to more productivity-focused, value-based approaches. Lisa shar...

In this episode of the Digital CPA podcast, Kacee Johnson and Kalil Merhib sit down with Chad Osgood, co-founder of Digilence, to explore the cutting-edge world of digital transformation. As a leading expert in digital evolution for CPA firms, Chad will guide us through the essentials of successfully navigating a digital overhaul. We'll uncover what it truly means to be a "digital firm," identify...

Welcome to the Digital CPA podcast, in this episode we are joined by Jen Wilson, co-founder of Convergence Coaching and a long-standing member of the DCPA community. Jen brings her extensive experience in leadership strategies and talent development to discuss key challenges in today's work environment, focusing on managing generational gaps and the hybrid aspect of work. Jen provides insights int...

Welcome to the Digital CPA Podcast, join Kacee, Kalil, and Elinor as they share their perspectives on the role of technology in reshaping accounting practices and discuss strategies for upskilling and staying relevant in today's tech-driven world. Whether you're a seasoned CPA or a tech enthusiast, this episode offers valuable insights and practical tips for embracing technology and driving innova...

Welcome to the Digital CPA Podcast! In our latest episodes, we've delved into advisory services, and today, we're shifting our focus to the technological trends shaping the future of CPA firms. In this episode, we explore how the convergence of technology, data, and system integrations is transforming business needs and expectations. Business leaders are increasingly seeking: Frequent access to da...

Join us on the Digital CPA Podcast as host Kalil Merhib, EVP of Growth & Professional Services at CPA.com sits down with Dave Hartley, a leading Advisory expert from the Top 100 firm Anders CPAs + Advisors. In this engaging episode, Kalil and Dave dive deep into the dynamic world of advisory services and discuss key strategies and innovations shaping this rapidly growing practice area for CPA firm...

In this episode, Gene Marks, a CPA, columnist, author, small business owner, and keynote speaker joins Kacee Johnson and Kalil Merhib to explore the ever-evolving economic landscape with its impact on CPAs and their clients. Gene brings a wealth of experience, having navigated a unique career path that offers valuable insights for aspiring candidates. We'll uncover his journey and the lessons he's...

Welcome to the Digital CPA Podcast, hosted by Kacee Johnson, Vice President of Strategy & Innovation at CPA.com, and Kalil Merhib, EVP Growth & Professional Services. In this episode, we dive deep into the world of accounting technology with our special guest, Aaron Harris, Chief Technology Officer of Sage. Aaron shares insights from the recent Sage Transform conference, discussing the latest AI e...

Join us as  Kacee Johnson, Vice President of Strategy and Innovation at CPA.com & Ron Quaranta, the Chairman of the Wall Street Blockchain Alliance, take a dive deep into the latest developments in the crypto landscape, from the rollercoaster ride of Bitcoin's resurgence to the SEC's landmark approval of 11 ETFs. With Bitcoin soaring to new heights, the burning question remains: Are we finally out...

Kimberly Ellison-Taylor is a trailblazer in the realms of accounting & technology, an individual whose prowess in merging financial expertise with cutting-edge technology has set new standards of innovation and excellence.  In a world where the landscape of finance is rapidly evolving, Kimberly stands as a beacon of ingenuity, reshaping the accounting & finance profession through the lens of advan...

Leadership expert Alex Dorr joins Kacee Johnson, VP Strategy & Innovation at CPA.com, on this episode of the Digital CPA podcast to explore quick energy-shifting techniques that help you avoid burnout during high productivity times.  Call to Greatness Framework: When someone is struggling, upset, complaining or experiencing an unpreferred reality: 1. Validate the experience or feeling they are hav...