Ep 17: How Culture and Innovation Drive Growth in Independent CPA Firms with Sara Dayton and Stephanie Wilkinson

How do you scale a CPA firm, invest in technology, and compete with private equity—without losing your culture?In this episode of The Independent CPA Firm Podcast, Dave Kells sits down with Sara Dayton and Stephanie Wilkinson of Lumsden McCormick to break down how they’re building a high-performing, people-first firm—while staying independent and growing fast.In this episode, you will be able to:• Understand how a strong culture directly impacts retention, growth, and firm performance• Learn how to evaluate and invest in the right technology without overcomplicating your stack• Discover how firms are using AI to improve efficiency while shifting toward advisory work• See how offshoring can be used strategically to balance workloads—not just reduce costs• Identify practical growth strategies—from organic growth to selective M&A—without sacrificing cultureListen to the full episode of The Independent CPA Firm Podcast to learn how to scale your firm the right way—without giving up control!#CPAFirms #AccountingLeadership #FirmGrowth #AIinAccounting #TalentStrategy