Why Data Might Be the Most Underrated Growth Tool in Your CPA Firm

In this episode of Let’s Talk Tax, guest host ⁠Jerry Hammel, CPA,⁠ and ⁠Justin Gephart⁠, a Shareholder and fellow Let’s Talk Tax co-host at McGuire Sponsel, dive into the evolving world of data management in CPA and consulting firms. Focusing on strategies and systems that elevate performance, they discuss key areas including personnel management, client retention, process improvement, and strategic growth. They further elaborate on the role of AI, platform integration, and the importance of starting with data management now to avoid future risks.

This episode provides actionable insights for CPA and consulting firm leaders looking to leverage data for better outcomes.