56 - What Every CPA Firm Needs to Know About Operational Strategy episode artwork

EPISODE · Apr 3, 2025 · 32 MIN

56 - What Every CPA Firm Needs to Know About Operational Strategy

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

Are you focusing too much on outsourcing and not enough on what’s happening inside your firm? In this episode of Business Beyond Borders, Laurence Whittam sits down with Tavi Meketon to spotlight the Profit Team—a powerhouse group of operational leaders helping CPA firms become more efficient, forward-thinking, and future-ready.   In this episode, you will be able to: • Understand how the Profit Team supports CPA firms from the inside out • Learn why strong operational strategy is key to growth and succession • Discover how COOs act as dot connectors across firm priorities • Hear why CPA firms need to think like businesses to stay competitive • Explore how comprehensive support transforms internal firm operations   Listen to the full episode now and see how the Profit Team can help you grow smarter.   #CPAIndustry #AccountingLeadership #BusinessStrategy #WhitmanTransitionAdvisors #AccountingIndustry

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56 - What Every CPA Firm Needs to Know About Operational Strategy

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