Ep 10: Scaling a CPA Firm: Talent, Culture, and Growth Without Outside Capital with Joel Cooperman

Can you really scale your CPA firm—without giving up control?In this episode of The Independent CPA Firm Podcast, host Dave Kells is joined by Joel Cooperman, CEO of Citrin Cooperman, for a powerful conversation on how firms can build for long-term success. From reinvesting in talent to finding the right partners (not just deals), Joel shares the mindset, strategies, and hard-won lessons from scaling one of the most respected firms in the industry.In this episode, you will be able to:• Learn why reinvesting in your firm—not extracting profits—is key to growth• Understand the difference between finders, minders, and grinders—and why it matters• Discover how organic growth extends far beyond new client acquisition• Explore how firm culture, coaching, and personalization drive retention and results• Hear a behind-the-scenes look at how 65+ successful M&A deals were executedListen now and walk away with practical strategies for building a stronger, smarter CPA firm!#IndependentCPAFirm #FirmLeadership #AccountingGrowth #SuccessionPlanning #TheIndependentCPAFirmPodcast