EPISODE · Sep 25, 2025 · 22 MIN
Why Data Might Be the Most Underrated Growth Tool in Your CPA Firm
from Let's Talk Tax · host McGuire Sponsel
In this episode of Let's Talk Tax, guest host Jerry Hammel, CPA, and Justin Gephart, a Shareholder and fellow Let's Talk Tax co-host at McGuire Sponsel, dive into the evolving world of data management in CPA and consulting firms. Focusing on strategies and systems that elevate performance, they discuss key areas including personnel management, client retention, process improvement, and strategic growth. They further elaborate on the role of AI, platform integration, and the importance of starting with data management now to avoid future risks.This episode provides actionable insights for CPA and consulting firm leaders looking to leverage data for better outcomes.As always, check us out on YouTube, LinkedIn, or Instagram. For today's show notes and more, visit mcguiresponsel.com/letstalktaxpodcast.Thanks for listening. We will see you next Thursday, October 2, for the next Let's Talk Tax episode!
What this episode covers
In this episode of Let's Talk Tax, guest host Jerry Hammel, CPA, and Justin Gephart, a Shareholder and fellow Let's Talk Tax co-host at McGuire Sponsel, dive into the evolving world of data management in CPA and consulting firms. Focusing on strategies and systems that elevate performance, they discuss key areas including personnel management, client retention, process improvement, and strategic growth. They further elaborate on the role of AI, platform integration, and the importance of starting with data management now to avoid future risks.This episode provides actionable insights for CPA and consulting firm leaders looking to leverage data for better outcomes.As always, check us out on YouTube, LinkedIn, or Instagram. For today's show notes and more, visit mcguiresponsel.com/letstalktaxpodcast.Thanks for listening. We will see you next Thursday, October 2, for the next Let's Talk Tax episode!
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Why Data Might Be the Most Underrated Growth Tool in Your CPA Firm
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