Everything CPA and Private Equity with Phil Whitman and David Wolfskehl

Welcome to Everything CPA and Private Equity with Phil Whitman and David Wolfskehl, the go-to podcast for accounting professionals navigating the rapidly evolving world of private equity. Hosted by the seasoned team at Whitman Transition Advisors, this podcast breaks down complex topics, shares expert insights, and provides actionable advice to help CPA firms understand and thrive in the private equity landscape.Each episode explores critical concepts, from investment strategies to partnership models, and features candid conversations with industry leaders and special guests. Whether you’re exploring opportunities, managing transitions, or simply curious about the latest trends, this podcast delivers the knowledge you need to make informed decisions and drive your firm’s success.Tune in, subscribe, and join us as we guide you through the intersection of accounting and private equity!

Everything CPA and Private Equity with Phil Whitman and David Wolfskehl is a business podcast hosted by Whitman Transition Advisors, with 54 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Whitman Transition Advisors hosts Everything CPA and Private Equity with Phil Whitman and David Wolfskehl, a business show with 54 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #56

  Ep 54: What CPA Firms Need to Do Now to Stay Competitive with Michael Horwitz

  Aug 14, 202624 min

  What should CPA firms focus on today to stay relevant? In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl sit down with Michael Horwitz of the BDO Alliance to discuss the forces reshaping the profession, from private equity and AI to growth, governance, and independence. In this episode, you will be able to: • Understand how private equity is changing firm valuations and strategic options • Learn why growth must be intentional and well planned • Explore how AI is widening the gap between firms that invest and firms that wait • Discover why relationships and governance matter more than ever • Identify what independent firms should prioritize to stay competitive Listen to the full episode of Everything CPA and Private Equity for Michael’s perspective on where the profession is headed and how firms can prepare! #EverythingCPAandPrivateEquity #CPAProfession #AccountingLeadership #PrivateEquity #FirmGrowth

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  Episode #55

  Ep 53: How James Moore Built a Vision That Guides Every Decision with Suzanne Forbes

  Aug 8, 202625 min

  What if every decision in your firm could be measured against one clear vision? In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl sit down with Suzanne Forbes, CEO of James Moore, to discuss how the firm transformed its vision from a simple statement into the foundation for strategy, governance, recruiting, culture, and growth. In this episode, you will be able to: • Learn how James Moore uses its vision as a filter for strategic and operational decisions • Discover why repeatedly communicating a firm’s vision is essential for partner and team alignment • Understand how governance structures evolve to support long-term firm growth • Explore how vision influences recruiting, leadership development, and client relationships • See why accountability is critical when partners or team members are not aligned with the firm’s direction Listen to the full episode! #EverythingCPAandPrivateEquity #CPAProfession #AccountingLeadership #FirmGrowth #FirmCulture

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  Episode #54

  Ep 52: Why Count Is Betting on People and AI with Rohit M. Chande

  Jul 30, 202615 min

  What does it take to build a modern accounting platform designed for long-term growth? In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl speak with Rohit Chande of Count about his journey from engineering and consulting to building billion-dollar businesses and entering the accounting profession with a different model. In this episode, you will be able to: • Understand how Count Technologies differs from a traditional private equity model • Learn why investing in people and future leaders remains critical as AI transforms accounting work • Explore how AI can strengthen human judgment, client relationships, and advisory capabilities • Discover Count’s five strategic pillars across tax, accounting, CFO services, wealth management, and digital advisory • Understand why long-term capital, global capabilities, and firm optionality matter when choosing a strategic partner Listen to the full episode! #EverythingCPAandPrivateEquity #AccountingTechnology #ArtificialIntelligence #CPAProfession #FirmGrowth

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  Episode #53

  Ep 51: The Future of the CPA Profession in the Age of AI with Mark Koziel

  Jul 23, 202630 min

  How will AI, talent shortages, and changing expectations reshape the accounting profession over the next five years? Recorded at the 10th anniversary of AICPA ENGAGE, Phil Whitman sits down with AICPA CEO Mark Koziel to discuss the profession’s rapid transformation. They explore why firms must rethink how they develop young professionals, how AI is creating new opportunities for advisory and assurance, and why CPAs must remain at the center of trust, governance, and business decision-making. In this episode, you will be able to: • Understand why the accounting talent shortage is unlikely to disappear and how firms can respond • Explore how simulation-based training could better prepare new associates for client work • Learn how AI is changing traditional accounting roles rather than simply eliminating entry-level work • Discover the emerging opportunities for CPAs in AI governance, controls, validation, and assurance • Understand how firms can adopt new technologies faster while maintaining trust, oversight, and professional standards Listen to the full episode of Everything CPA and Private Equity for an insightful conversation about the future of the CPA profession and the opportunities ahead! #EverythingCPAandPrivateEquity #CPAProfession #AccountingLeadership #ArtificialIntelligence #FutureOfAccounting

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  Episode #52

  Ep 50: How Offshore Teams Help CPA Firms Scale Faster and Smarter

  Jul 10, 202622 min

  Is your firm’s biggest growth challenge finding the right people? For many CPA firms, talent—not clients—is the biggest barrier to growth. Looking beyond your local market can expand your talent pool, increase capacity, and help your firm scale. In this episode of Everything CPA & Private Equity, hosts Philip Whitman, CPA and David Wolfskehl are joined by David Pence, Melissa Pinedo, and Ely Lim to discuss how CPA firms are building successful global teams across Latin America and the Philippines. In this episode, you will be able to: Learn how global hiring can solve staffing shortages and support firm growth. Compare the advantages of hiring talent in Latin America and the Philippines. Discover how to integrate offshore professionals into one unified firm culture. Explore how global talent can reduce costs while expanding capacity. Understand key considerations around compliance, security, and workforce management. Listen now on your favorite podcast platform and subscribe to Everything CPA & Private Equity for more conversations shaping the future of the accounting profession! #CPAFirms #GlobalTalent #Offshoring #AccountingLeadership #FirmGrowth

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