The Big 4 Transparency Podcast

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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 pro...

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...

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...

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...

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....

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....

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...

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...

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: Li...

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=XsWCr8h2SKQ Get in touch with me: Website: https://www.big4transparency.com/ Newsletter: https://big4transparency.beehiiv.com/ Email: dom@big4transparency.com Twitter: https:/...

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...