How CPA Firms Are Solving the Talent Crisis, Automating Growth, and Surviving the PE Fallout

How do next-generation CPA firms fix their biggest operational bottlenecks? In this episode of The Nexus Point Podcast, Rich Romero sits down with Geoff Bruskin, fractional COO and managing partner of White Tiger Connections, to dig into the real operational challenges inside accounting firms today and what it actually takes to fix them.Geoff breaks down the three pain points he sees most often: unclear firm destiny (exit strategy, M&A, AI anxiety), task-based bottlenecks that AI can automate across the full client lifecycle, and the urgent need to move away from time-based billing toward subscription and value-based models.They also get into why building an automated CRM-driven go-to-market engine has become a game-changer, how remote talent eliminates the geography-based talent crisis, and Geoff's step-by-step change management playbook for getting staff, managers, and partners actually on board with transformation.If your firm is asking "what should we be doing differently right now?" this episode gives you the playbook.🔗 Learn more about White Tiger Connections: [your link here]🔗 Subscribe to The Nexus Point Podcast: [your link here]📌 Timestamps:00:00 Welcome and introductions00:59 Top operational pain points in CPA firms01:44 AI automation across the client lifecycle03:33 Billing and pricing overhaul05:25 Automated CRM and go-to-market engine09:12 Change management playbook13:46 How remote talent fixes bottlenecks18:52 The one operational shift for 202620:57 Wrap-up and farewell#AccountingFirms #CPAFirms #FractionalCOO #AccountingOperations #NexusPointPodcast #PublicAccounting #AIinAccounting #RemoteWork #BillingStrategy #ChangeManagement