Transforming Accounting: Aprio CEO Richard Kopelman episode artwork

EPISODE · Jan 7, 2024 · 13 MIN

Transforming Accounting: Aprio CEO Richard Kopelman

from Accounting Voices

"CEO Richard Kopelman unveils Aprio's massive expansion, secret projects and shares invaluable CPA advice for global accounting success."Richard Kopelman, CEO and Managing Partner of accounting firm Aprio, shares his personal philosophy of staying positive and never giving up, the importance of having a well-written strategic plan, and his vision to have truly global accounting firms.Kopelman shares how staying positive and persistent has been key to leading Aprio's tremendous growth from $70 million to $450 million in revenue. He emphasizes the importance of having a well-defined strategic plan and sticking to it, even though growth is never a straight line. Kopelman also provides insight into transitioning accounting firms beyond traditional partnership structures into more corporate models in order to scale. His vision is to have truly global accounting firms without restrictions. Throughout the discussion, Kopelman's passion for the profession and commitment to seizing opportunities comes through clearly."My personal philosophy is to stay positive and never give up. I'm not very good at taking no for an answer."Key Takeaways:Staying positive and never giving up has been Kopelman's key to success in leading Aprio from $70M to $450M in revenue.Having a well-defined strategic plan is crucial - you need a North Star even though growth is never a straight line.Firms need to move beyond traditional partnership structures and embrace more corporate approaches to scale.Hiring great people and getting out of their way is his leadership philosophy.◣━━━━━━━━━━━━━━━━━━━━◢You can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencersJoin the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubeThanks to our sponsors:ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.comACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/londonDEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.comIf you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.https://www.linkedin.com/in/therobbrown

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Transforming Accounting: Aprio CEO Richard Kopelman

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