In this episode of the Digital CPA Podcast, hosts Kacee Johnson and Kalil Merhib sit down with Allan Koltin, CEO of Koltin Consulting Group and one of the accounting profession’s most influential voices. Together, they explore the growing impact of private equity in accounting firms, from operational changes and cultural shifts to regulatory considerations and long-term implications for the industry. Allan also shares his expertise on mergers and acquisitions, providing insights into current trends, challenges, and strategies for firms of all sizes to thrive in an era of rapid transformation.

Tune in to gain actionable advice and a forward-looking perspective on the evolving landscape of CPA firm growth.

For more episodes and resources, visit www.CPA.com. Stay tuned for our upcoming episodes featuring industry leaders driving innovation and transformation in finance and technology.

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https://www.cpa.com/insights

Podcast Description:
In this episode, we’re joined by Lisa Simpson, VP of Firm Services at the AICPA, to explore the critical topic of business model transformation for CPA firms. Lisa shares insights on what business model transformation means, why it’s becoming essential, and the driving forces behind this shift. We’ll discuss the challenges firms face, the opportunities transformation presents, and practical advice for getting started. Lisa also sheds light on future trends shaping the industry and the role of leadership in fostering successful change. Don’t miss this conversation packed with actionable insights and strategies to help your firm stay competitive and thrive in a rapidly evolving landscape.

For more episodes and resources, visit www.CPA.com. Stay tuned for our upcoming episodes featuring industry leaders driving innovation and transformation in finance and technology.

Don't forget to subscribe to our podcast on your favorite listening platform!

https://www.cpa.com/insights

https://www.cpa.com/town-hall

www.aicpa-cima.com/tybm

https://www.aicpa-cima.com/resources/landing/tales-of-business-evolution

Email: pcps@aicpa.org

In this episode of the *Digital CPA Podcast*, host Kalil Merhib, EVP of Growth & Professional Services at CPA.com, is joined by two industry leaders to dive into the transformative role of AI in auditing and the CPA profession. Our guests are Kevin Merlini, co-founder and CEO of Materia AI, and Jen Burns, Chief Auditor at the AICPA.

We’ll explore how AI is reshaping the landscape of audit and financial reporting. Kevin shares his insights on using AI to unlock internal knowledge, reduce complexity, and drive efficiency in firms, while Jen provides an AICPA perspective on maintaining high-quality standards and ensuring public trust in financial reporting.

From practical AI use cases to responsible data management, and strategies for smooth adoption of AI in firms, this episode covers the most pressing questions on the intersection of AI and the CPA profession. Tune in to hear how firms can balance AI-generated insights with professional judgment, the guidance AICPA is providing for AI implementation, and what the future holds for AI in accounting.

Don’t miss this thought-provoking discussion on the future of AI and auditing!

Kevin Merlini LinkedIn: https://www.linkedin.com/in/kmerlini/

For additional resources check out:

https://accelerator.cpa.com/

https://www.cpa.com/insights

For more information about the Digital CPA conference, visit digitalcpa.com. To explore CPA.com's initiatives, visit www.CPA.com.

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