BREAK THE MOLD™ // Think Differently, Scale Faster // Edition: #61
[Video] 5 Growth Insights for CPA Firms
A couple of weeks ago, I participated in a live virtual fireside chat with Mark Ferris, CEO of Panalitix, where we had a great discussion centered around leadership, strategy, and growth for CPA firms.
I thought I'd use this week's newsletter to share some video highlights from our conversation so you can pick and choose what growth-oriented topics you're most interested in.
We talked about things like:
- How to turn a siloed firm into a cohesive unit
- The most effective path to organic growth
- How to enable accountants to become advisory-first
- Overcoming the "my client" mindset to enable scaling
- Geting people to think bigger and rally around big goals
Continue scrolling to see each video clip.
Want to join us live next time?
We're hosting another fireside chat on July 22nd at 4pm ET, 1pm PT titled:
Growth, Strategy, and Scaling: Leading a Thriving Accounting Firm in 2025
Register to participate live, ask questions, and receive the recording if you can't make it during the live session.
How to turn a siloed firm into a cohesive unit built to scale:
The most effective path to organic growth:
How to enable accountants to become advisory-first:
Overcoming the "my client" mindset to enable scaling:
Getting people to think bigger and rally around big goals (setting the goal of scaling Baker Tilly US to $1.5B):
That's it for this week.
If any of the clips spurred a comment, feel free to reply to this email with your thoughts. I enjoy reading your responses, and it's a way to let me know you're still seeing value in these emails.
Be sure to register for my next live session with Mark scheduled for July 22nd @ 4pm ET / 1pm PT.
With intention,
Alan D Whitman
Whenever you're ready, here are 3 ways I can help you and your organization:
Follow me on LinkedIn for daily posts on leadership, different ways of thinking, and building the firm of the future.
Advisory & Coaching: As an advisor, consider me part of your team. I help CEOs and their leadership teams view their firms through a new lens to enable growth and scaling. Book a discovery call to learn more.
Mentorship: If you're a young professional, book a 1:1 mentorship call to ask me any questions or talk through a professional scenario to support your growth.
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