Ep 3 - Inside the Independent Firm Playbook with Tavi Meketon

Are you undercharging clients—or undervaluing your own expertise?In this episode, host Dave Kells sits down with Tavi Meketon, Managing Director at Whitman Transition Advisors and member of the WTA Profit Team, to explore how independent CPA firms can grow smarter and more profitably—without sacrificing client relationships or control. In this episode, you will be able to:Learn how to raise prices without losing valuable clientsUnderstand how offshoring can increase margins and improve deliveryDiscover how to use metrics like realization to manage profitabilityExplore ways to define and refine your ideal client profileRecognize how partners can shift from doers to firm leadersListen now and start building a more profitable, scalable firm—without giving up control!#IndependentCPAFirm #CPAstrategy #PricingStrategy #Offshoring #ClientRetention #TheIndependentCPAFirmPodcast