66 - What Happens When You Align People, Tech, and Strategy with Erin Daiber

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

Jumping into new initiatives without a strategy? It’s costing you more than you think. In this episode of Business Beyond Borders, host Laurence Whittam talks with Erin Daiber, founder of Well Balanced Accountants, about how CPA firms can better align people strategy, AI adoption, and leadership development through intentional planning and accountability. In this episode, you will be able to: • Understand how to future-proof your firm’s talent pipeline through strategic development • Identify why firms fall short on AI integration and how to close the gap • Learn how to lead and retain remote and offshore teams more effectively • Explore the mindset shift required for soft skills and leadership training to stick • Discover the power of strategic planning behind every firm-wide initiative Listen to the full episode now and start building a smarter, stronger firm from the inside out! Learn more at wellbalancedaccountants.com Schedule a call with Erin: https://nut.sh/ell/schedule-booking/367941/OCkeNz #BusinessBeyondBorders #CPAFirmLeadership #AIinAccounting #SuccessionPlanning #PeopleStrategy

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This episode is 27 minutes long.

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This episode was published on October 9, 2025.

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