Ep 13: Why Growing CPA Firms Need Smarter Systems with Jey Purushotham

As CPA firms grow, complexity grows with them. More clients, more engagements, and more regulatory expectations mean that the old manual ways of managing risk and compliance can quickly become a bottleneck. In this episode of The Independent CPA Firm Podcast, Dave Kells sits down with Jey Purushotham from Intapp to discuss how firms can rethink their processes and use technology to support smarter, scalable growth.In this episode, you will be able to:• Understand why compliance processes often become the hidden bottleneck in growing firms• Learn how better client acceptance and risk management systems reduce costly mistakes• Discover how technology can streamline the engagement lifecycle from prospecting to delivery• Explore why firm leaders must think differently about risk, compliance, and scalability• See how improving compliance velocity can support faster, more sustainable firm growthListen to the full episode of The Independent CPA Firm Podcast to learn how firms can grow while staying efficient, compliant, and competitive.#IndependentCPAFirm #AccountingTechnology #FirmGrowth #CPAStrategy #TheIndependentCPAFirmPodcast