Ep 12: Client-First Growth: Building and Scaling a Multi-Office CPA Firm with Bobby Greco

How do you grow a CPA firm without losing the personal relationships that built it in the first place? In this episode of The Independent CPA Firm Podcast, Dave Kells sits down with Bobby Greco, Co-CEO of CSI Group, to discuss how their firm has expanded to more than 20 locations while staying focused on client service, culture, and strategic acquisitions.In this episode, you will be able to:• Understand why focusing on middle-class clients can be a powerful growth strategy• Learn how referrals and client satisfaction fuel sustainable firm expansion• Discover the playbook for acquiring and integrating smaller CPA practices• See why culture and relationships matter more than numbers in M&A deals• Explore how firms can scale while still being the “first call” for their clientsListen to the full episode of The Independent CPA Firm Podcast to hear how client-first thinking can drive long-term growth and scalability.#IndependentCPAFirm #CPAFirmGrowth #AccountingLeadership #CPAStrategy #FirmScaling