What makes DCPA25 the premier conference for accounting leaders? In this episode, host Kalil Merhib, EVP of Growth and Professional Services at CPA.com, sits down with Daniel Macintosh, Chief Growth Officer at Brady Martz, to unpack how this year's conference is setting the stage for the future of audit, tax, and client advisory services.

Together, they explore the "why" behind DCPA25 and what sets it apart from every other event in the profession. From specialized tracks in Audit, Tax, and CAS to the leadership lessons that drive long-term growth, Kalil and Daniel share how DCPA equips firms with actionable strategies—not just information.

Listeners will get an inside look at:

• Why audit innovation, automation, and assurance beyond financials are top priorities.

• How tax leaders can embrace technology and shift from compliance to advisory.

• Why CAS continues to be the fastest-growing opportunity for firms—and how to align it with sustainable growth.

• The role of leadership in translating conference insights into real-world transformation.

• What makes the DCPA experience unique—from unmatched networking to the Innovation Showcase and culture of collaboration.

Whether you're focused on building the next generation of firm leaders, rethinking your service delivery, or discovering the tools that will shape your future, this episode shows why DCPA25 is the must-attend event for forward-thinking professionals.

An exclusive discount code for listeners who register for DCPA25: Click HERE and enter DCPAPODCAST for $200 off.

Explore more AI tools and resources:

CPA.com/AI

Dan Macintosh: https://www.linkedin.com/in/dsmacintosh/

Talent shortages and the rise of AI are forcing firm leaders to rethink their people strategies. Offshoring is often part of the conversation-but what does it take to do it well?

In this episode of the Digital CPA Podcast, host Kalil Merhib sits down with David Schnitt, President & CEO of IQ BackOffice, to unpack how offshoring, outsourcing, and AI can work together to create sustainable growth models for firms. Dave brings decades of experience helping organizations build global delivery teams, and he shares both the opportunities and pitfalls that leaders must understand before diving in.

Listeners will learn:

• The difference between offshoring vs outsourcing, and why firms often confuse the two.

• The essential considerations for firms exploring offshore talent-security, management, client interactions, attrition, compliance, and more.

• How to avoid the trap of "cheap labor" and instead build a scalable model with quality people and processes.

• When offshoring makes sense from an ROI perspective, and why management capability matters more than firm size.

• The most common models-direct hire, BPO partnerships, outsourcing, hybrid-and the trade-offs of each.

• Why Client Advisory Services (CAS) is especially well-suited for global talent + automation, and how the right leverage model drives margins.

• The emerging role of offshoring in tax and audit, and how firms are making it work.

• Where AI is delivering real impact today (not just hype), and how pairing automation with offshore models changes the ROI equation.

• What the next 3-5 years may look like for the balance between onshore staff, offshore teams, and AI.

As Dave emphasizes, offshoring is a viable model only when built on strong processes, effective management, and thoughtful use of technology. Firms that win will be those that integrate people, process, and AI into a cohesive growth strategy.

Don't miss this practical, forward-looking discussion it's packed with actionable takeaways for any leader considering how to optimize human capital in the age of AI.

An exclusive discount code for listeners who register for DCPA25: Click HERE and enter DCPAPODCAST for $200 off.

Explore more AI tools and resources at CPA.com/AI

https://www.iqbackoffice.com/

David Schnitt: LinkedIn

In this week's Digital CPA Podcast, we explore how CPA firms can unlock strategic growth and scalable advisory through the power of AI-driven client data. Join host Kalil Merhib as he welcomes Eric Eager, CEO & Co-Founder, 4impactdata and Elizabeth Davis, Chief Growth Officer, 4impactdata to share proven tactics for turning your firm's historical and real-time data into forward-looking insights.

What You'll Learn:

• Strategic Growth Through Client Intelligence: Discover how to map client concentrations by industry, geography, and service mix—and use those patterns to guide marketing, staffing, and service-line investments.

• Elevating Advisory with AI: See how AI platforms surface timely, actionable prompts—empowering junior staff to lead client conversations and identifying risks or opportunities before they surface.

• Leading the Data-First Culture: Get practical steps for driving a mindset shift across your firm: from compliance-only to proactive, insight-driven advisory.

Whether you're a firm leader, partner, or senior manager, this episode will equip you with the tools and first-step playbook to transform raw financial data into concrete growth and retention outcomes.

Tune in now and start turning your firm's data—from insight to impact!

Additional Resources:

http://www.4impactdata.com

https://www.linkedin.com/company/4impactdatallc/

https://accelerator.cpa.com/

https://www.cpa.com/ai

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