Season Three Fall Rewind: The Proactive Firm: Lessons in Client Engagement and Leadership

What does it take to build a proactive CPA firm when teams are busy and client expectations keep growing? Consistent follow-up, year-round client engagement, and professionals prepared to lead advisory conversations.

In this Season Three Fall Rewind episode of Let’s Talk Tax, we revisit two conversations about strengthening client relationships and developing future firm leaders. Drew Haddock, CPA, CEO of DMJPS CPAs + Advisors, joins host Tim LeMasters to explain how shared accountability, monthly pipeline reviews, and multiple client touchpoints help keep valuable opportunities from slipping through the cracks.

Katie Thomas, CPA, CFP®, CGMA, president and CEO of Honkamp, P.C., joins host TJ Sponsel to discuss why leadership development cannot wait. As senior partners retire and technology automates traditional tasks, younger professionals need opportunities to build advisory skills, work directly with clients, and help guide innovation within their service lines.

Together, these conversations explore how CPA firms can move beyond seasonal planning, respond to rising expectations for forward-looking advice, and remain the trusted resource clients turn to as AI tools become more accessible.

Full Episodes:

The Advisory Mindset: Creating Client Value Year-Round with Drew Haddock, CPA, DMJPS CPAs + Advisors

Leadership Succession in CPA Firms: Developing Future Leaders with Katie Thomas, CPA, CFP, CGMA, Honkamp P.C.