337: CEO Conversations: Tom Angelo of HBK

When HBK CPAs & Consultants moved its mid-Atlantic regional headquarters to the historic Bell Works in Holmdel, the firm’s managing principal and CEO, Tom Angelo, said he wanted the firm to provide the expertise to help small businesses grow beyond even what they might imagine for themselves. Hear from Tom about how HBK envisions the future of accounting, from staffing and talent, to private equity and the transformative potential — and challenges — of artificial intelligence. Topics discussed:What drove HBK’s transformation into a multidisciplinary financial-services companyHow firms can balance growth with maintaining culture and service qualityHBK’s strategy on AI integrationHow HBK is adapting its staffing strategyImpact of AI on service offeringsQualities HBK looks for in young accountantsHow HBK has changed its training to reflect the firm’s evolving structure Resources:Connect with TomFirm Management Knowledge Hub