In Episode 102 of the Big 4 Transparency Podcast, Eddy Gramajo shares his journey from Big Four accounting to industry roles, the evolving role of AI in finance, and practical advice for accountants looking to leverage technology and advocate for themselves.

Connect with Eddy:

LinkedIn: https://www.linkedin.com/in/eddy-gramajo/

Big 4 Resume Scoring: https://resume.gramajo-consulting.com/

Get in touch with me:

Website: https://www.big4transparency.com/

Newsletter: https://big4transparency.beehiiv.com/

Email: dom@big4transparency.com

Twitter: https://twitter.com/B4Transparency

LinkedIn: https://www.linkedin.com/in/dopiscopo/

Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral

In Episode 101 of the Big 4 Transparency Podcast, host Dominic Piscopo interviews Rachel Farris, founder of a niche CPA practice, shares her journey into Puerto Rican residency, the tax incentives involved, and her innovative AI tools for tax research. Discover how she built her expertise, generated leads, and expanded into AI-driven solutions for small firms.

Connect with Rachel:

LinkedIn: https://www.linkedin.com/in/farrisrachel/

Tax Stack AI: https://www.taxstackai.com/

Get in touch with me:

Website: https://www.big4transparency.com/

Newsletter: https://big4transparency.beehiiv.com/

Email: dom@big4transparency.com

Twitter: https://twitter.com/B4Transparency

LinkedIn: https://www.linkedin.com/in/dopiscopo/

Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral

In Episode 100 of the Big 4 Transparency Podcast, host Dominic Piscopo interviews Justin Shelman, a tax partner at Prosperity Partners, shares his journey from becoming a partner after boomeranging, to navigating the complexities of private equity investments in the accounting industry. He discusses the impact of technology on firm growth, the importance of mentorship, and the strategies for success in family office tax planning. Justin emphasizes the value of maintaining relationships and the significance of being proactive in career development.

Connect with Justin:

LinkedIn: https://www.linkedin.com/in/justinshelmancpa/

Get in touch with me:

Website: https://www.big4transparency.com/

Newsletter: https://big4transparency.beehiiv.com/

Email: dom@big4transparency.com

Twitter: https://twitter.com/B4Transparency

LinkedIn: https://www.linkedin.com/in/dopiscopo/

Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral

In Episode 99 of the Big 4 Transparency Podcast, host Dominic Piscopo interviews Stuart Ferguson, the president of Stout Strategy and former managing partner of Pointe Advisory. They discuss the recent acquisition of Pointe Advisory by Stout, the role of data analytics in consulting, and the importance of strategic focus for CPA firms. Stuart shares insights on the M&A process, the challenges of transitioning from tax to consulting, and the empathy gained from experiencing the acquisition process firsthand. The conversation highlights the future opportunities for professional services firms in a rapidly evolving market.

Connect with Stuart:

LinkedIn: https://www.linkedin.com/in/stu-ferguson/

Get in touch with me:

Website: https://www.big4transparency.com/

Newsletter: https://big4transparency.beehiiv.com/

Email: dom@big4transparency.com

Twitter: https://twitter.com/B4Transparency

LinkedIn: https://www.linkedin.com/in/dopiscopo/

Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral

In Episode 98 of the Big 4 Transparency Podcast, founder and CEO of Optimum Strategies, discusses the complexities of consulting for CPA firms. He emphasizes the importance of strengthening firms through assessments, navigating mergers and acquisitions, and understanding compensation dynamics. Ira shares insights on the challenges faced by younger partners, the impact of private equity on the industry, and the evolving landscape of CPA firm valuations. He advocates for a more transparent and structured approach to compensation and decision-making within firms, highlighting the need for firms to adapt to changing market conditions and the expectations of younger professionals.

Connect with Ira:

LinkedIn: https://www.linkedin.com/in/irarosenbloom/

Get in touch with me:

Website: https://www.big4transparency.com/

Newsletter: https://big4transparency.beehiiv.com/

Email: dom@big4transparency.com

Twitter: https://twitter.com/B4Transparency

LinkedIn: https://www.linkedin.com/in/dopiscopo/

Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral

In Episode 97 of the Big 4 Transparency Podcast, Tim Brackney, CEO of Springline Advisory, discusses the innovative approach of his firm in the accounting industry, focusing on a growth thesis rather than quick flips typical of private equity. He shares his journey to becoming CEO, the importance of cultural alignment, and the strategic decisions behind their measured growth approach. Tim also explores the evolving landscape of private equity in accounting and the potential future of publicly traded accounting firms.

Check out our sponsor, Live Oak Bank: https://www.liveoak.bank/big4

Connect with Tim:

LinkedIn: https://www.linkedin.com/in/timbrackney/

Get in touch with me:

Website: https://www.big4transparency.com/

Newsletter: https://big4transparency.beehiiv.com/

Email: dom@big4transparency.com

Twitter: https://twitter.com/B4Transparency

LinkedIn: https://www.linkedin.com/in/dopiscopo/

Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral

In Episode 96 of the Big 4 Transparency Podcast, Chad Huebsch, CEO of Blueprint Tax Advisors, shares his journey from working in SALT to founding his own tax advisory firm. He discusses the challenges and lessons learned in transitioning from employee to entrepreneur, the importance of focusing on client relationships, and the strategies he employed to grow his business. Chad also emphasizes the value of content creation in attracting clients and the rewarding experience of coaching other firm owners.

Check out our sponsor, Live Oak Bank: https://www.liveoak.bank/big4

Connect with Chad:

LinkedIn: https://www.linkedin.com/in/jaimienichols/

X: https://x.com/mountainwesttax

Get in touch with me:

Website: https://www.big4transparency.com/

Newsletter: https://big4transparency.beehiiv.com/

Email: dom@big4transparency.com

Twitter: https://twitter.com/B4Transparency

LinkedIn: https://www.linkedin.com/in/dopiscopo/

Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral

In Episode 95 of the Big 4 Transparency Podcast, Dominic welcomes back Jaimie Nichols, a former guest, to discuss her journey as a solopreneur in the accounting field. Jaimie reflects on her decision to leave her firm, the challenges she faced, and the growth of her business over the past two years. She shares insights on her tech stack, client selection, work-life balance, and the importance of building relationships. The conversation also touches on lead generation strategies and future ambitions, including the role of AI in her practice.

Check out our sponsor, Live Oak Bank: liveoak.bank/big4

Connect with Jaimie:

LinkedIn: https://www.linkedin.com/in/jaimienichols/

X: https://x.com/mountainwesttax

Get in touch with me:

Website: https://www.big4transparency.com/

Newsletter: https://big4transparency.beehiiv.com/

Email: dom@big4transparency.com

Twitter: https://twitter.com/B4Transparency

LinkedIn: https://www.linkedin.com/in/dopiscopo/

Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral