40 - Building a Future-Ready Firm: Tech, Talent, and Advisory Insights with Caleb Jenkins

from Business Beyond Borders: Impactful Insights for CPAs · host Laurence Whittam

In this episode of Business Beyond Borders, Laurence Whittam is joined by Caleb Jenkins, a 40 under 40 honoree and ProAdvisor of the Year, to discuss key strategies firms can use to succeed in today's challenging market. In this episode, you will be able to: Learn how Caleb’s firm transitioned from traditional to value-based pricing. Discover the benefits of leveraging QuickBooks Online and cloud technology for real-time client collaboration. Understand the importance of forecasting and proactive financial advisory for clients. Explore techniques for employee retention and how to build a strong firm culture. Hear Caleb’s personal story of growing up in the accounting world and how it shaped his approach to leadership. You can reach Caleb Jenkins on LinkedIn or [email protected] for any follow-up questions.

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This episode was published on September 10, 2024.

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