In this episode of RiskyRecords, the conversation dives into the shifting landscape of the CPA profession. From talent retention and resource management to the growing influence of private equity and AI, firms are navigating an era of rapid change. Stephen’s guest, Joe Tarasco of Accountants Advisory Group, shares valuable insights on risk management, succession planning, and why embracing innovation and collaboration may be the key to future success. He also explores how mergers can open doors to enhanced training and stronger cultures within firms as well as why now is a good time to assess where your firm lies within the everchanging CPA firm marketplace.
From Stephen’s vinyl vault, Joe revisits The Beach Boys Greatest Hits, a younger self favorite of his — reflecting on the band’s reinvention and resilience, two qualities every firm needs to thrive in today’s accounting world.