Ep 26: Growing Independently Through AI Advisory and Global Talent with Kevin O'Leary

About this episode

What does it take to grow an independent CPA firm while the profession is changing around you? In this episode of The Independent CPA Firm Podcast , Dave Kells sits down with Kevin O’Leary, Managing Partner of the Albany office of MMB + CO and Past President of the New York State Society of CPAs, to discuss how independent firms can embrace change without giving up control. In this episode, you will be able to: • Understand how AI can improve efficiency while creating more opportunities for professionals to become trusted advisors • Explore why human relationships and face-to-face client interactions become even more important as technology advances • Learn how expanding advisory services…