EPISODE · Apr 17, 2026 · 42 MIN
Michelle River: The Hidden Data Behind CPA Firm Burnout and Profit Pressure | Gear Up for Growth
from CPA Trendlines Podcasts · host CPA Trendlines
How savvy CPAs are unlocking powerful insights buried in their practice management systems. Plus: Download the slide deck. See all the show notes hereGear Up for GrowthWith Jean CaragherFor CPA Trendlines“What surprised me most isn’t what the data says,” says Michelle Golden River, CEO of Fore LLC, in a new episode of Gear Up for Growth, powered by CPA Trendlines. “It’s that almost every CPA already has it, and it rarely makes it into leadership conversations.” MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | MORE Gear Up for Growth | MORE CPA Trendlines Streaming Network hereRiver tells host Jean Caragher, president of Capstone Marketing, that firms are overlooking powerful insights buried in their own practice management data. River challenges CPA firm leaders to rethink long-held assumptions about growth and sustainability. “There is no reason we should be taking a high volume of low spenders when it’s killing us. It’s ruining our sustainability chances,” she says.River leaves three big takeaways for CPA firms.
What this episode covers
How savvy CPAs are unlocking powerful insights buried in their practice management systems. Plus: Download the slide deck. See all the show notes hereGear Up for GrowthWith Jean CaragherFor CPA Trendlines“What surprised me most isn’t what the data says,” says Michelle Golden River, CEO of Fore LLC, in a new episode of Gear Up for Growth, powered by CPA Trendlines. “It’s that almost every CPA already has it, and it rarely makes it into leadership conversations.” MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | MORE Gear Up for Growth | MORE CPA Trendlines Streaming Network hereRiver tells host Jean Caragher, president of Capstone Marketing, that firms are overlooking powerful insights buried in their own practice management data. River challenges CPA firm leaders to rethink long-held assumptions about growth and sustainability. “There is no reason we should be taking a high volume of low spenders when it’s killing us. It’s ruining our sustainability chances,” she says.River leaves three big takeaways for CPA firms.
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Michelle River: The Hidden Data Behind CPA Firm Burnout and Profit Pressure | Gear Up for Growth
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