Who's Really the BOSS?

Target audience: CPA firm owners and partners seeking practical growth playbooks. The show features guests with real-world M&A, cloud adoption, and service diversification, offering actionable insights and compelling thought leadership stories. Ideal for PR to position guests as industry practitioners with proven outcomes; booking is plausible but moderately competitive given niche expertise.

144 episodes, Weekly, 4.6 rating

<1k, Male, USA

YouTube: 287 subscribers, Instagram: 464 followers

Rachel, Marcus

Business, Entrepreneurship, Management, Careers

CPA designation; senior partner/owner or founder of a CPA firm; demonstrated track record of growth, M&A, or service expansion

built or scaled a mid-size CPA firm, led acquisitions or significant service expansion, modernized operations (cloud adoption, remote work), developed strategic Growth initiatives

Tim Abbott - Firm Acquisitions, Modernization, Transition Challenges, Client Relationships, Matt Kidd - Adding Financial Planning And Wealth Management; Broker-dealers Vs Rias; Integrating RIA Into CPA Firm; Client Conversion, Shawn Gubler - Vacations During Tax Season, Advisory Relationships, Firm Structure, Nate Goodman - Startup Growth, Hiring Remote Talent, Mentorship, Client Metrics

CPA firm growth, acquisitions, organizational design, delegation, service line expansion, wealth management, financial planning, remote work, client transitions, leadership development