Episodit
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In Episode 62 of the Big 4 Transparency Podcast I’m joined by Marcus Dillon, Founder and President of Dillon Business Advisors. His firm has done 15 M&A transactions, acquiring firms, and bundling out clients who are not a fit and selling them out to other firms to recover some of the acquisition cost - he was the first person I’ve heard ever talking about this strategy in-depth and it’s definitely one worth taking notes on.
Connect with Marcus:
LinkedIn: https://www.linkedin.com/in/marcusdilloncpa/
Get in touch with me:
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 61 of the Big 4 Transparency Podcast I’m joined by Brannon Poe, founder of Poe Group Advisors and Accounting Practice Academy. Over the last 2 decades, Brannon has been brokering deals between accounting firms after getting his own experience in public accounting. With this experience, Brannon has some great insights on the state of the accounting industry and everything we’re seeing in the M&A markets today. He also has some great career advice to share, detailing how an accounting background helped prepare him to go into business and find success.
Connect with Brannon:
LinkedIn: https://www.linkedin.com/in/brannonpoe/
Check out his Accounting Practice Advisory: https://poegroupadvisors.com/accounting-practice-academy/
Get in touch with me:
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 60 of the Big 4 Transparency Podcast I’m joined by Rory Henry, someone I’m going to be on a panel with at Bridging the Gap 2025! Rory talks all about how firms should be considering financial planning and wealth advisory services as a way of more holistically serving clients, while being able to generate greater returns on their time and relationships with clients.
Connect with Rory:
LinkedIn: https://www.linkedin.com/in/roryshenry/
Check out his new book: https://advisror.com/
Get in touch with me:
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 59 of the Big 4 Transparency Podcast I’m talking all about job satisfaction and horse worked following a recent deep dive into the Big 4 Transparency data.
Referenced YouTube video: https://www.youtube.com/watch?v=XsWCr8h2SKQ
Get in touch with me:
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 58 of the Big 4 Transparency Podcast I’m joined by Chayton Farlee, a friend of mine in the accounting space and a student filled with boundless enthusiasm for the industry. Chayton is passionate about cloud accounting, CAS, and the opportunities that exist in the accounting profession for young professionals and students alike.
Connect with Chayton:
LinkedIn: https://www.linkedin.com/in/chaytonfarlee/
Get in touch with me:
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 57 of the Big 4 Transparency Podcast I’m joined by Giles Pearson, a former partner at PwC New Zealand who went on to be the Co-Founder of Accountests, a pre-employment testing service for accounting firms looking to make sure the talent they’re bringing in will suit their needs and meet their skill and knowledge requirements.
Connect with Giles:
LinkedIn: https://www.linkedin.com/in/giles-pearson-fca-8a175843/
Get in touch with me:
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 56 of the Big 4 Transparency Podcast, I’m joined by Lynnette Oss Connell, AKA your burnout bestie. Lynnette is a former firm owner who has been through all of the stages of burnout, and has become passionate about the topic of burnout in the world of accounting over the last few years. We cover many of the best practices she recommends to prevent and recover from burnout, and discuss her new burnout recovery sessions that she’ll be running after busy-season.
Check out Lynette's course: burnoutbestie.com
Connect with Lynnette:
LinkedIn: https://www.linkedin.com/in/lynnette-oss-connell-cpa/
Get in touch with me:
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 55 of the Big 4 Transparency Podcast, I’m joined by Nishaad Ruparel, President of Ascend, a modern platform for regional accounting firms backed by Alpine. In this episode we talk all about how Ascend made the decision to start investing in public accounting, and their unique approach to how they invest. We also talk about trends in the accounting industry, limitation of the traditional partnership model, and how we see increased productivity for professionals impacting compensation.
Check out our sponsor, Forwardly for B2B payments made easy: https://www.forwardly.com/
Connect with Nishaad:
LinkedIn: https://www.linkedin.com/in/nishaad-ruparel-30aab058/
Get in touch with me:
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 54 of the Big 4 Transparency Podcast, I’m joined by Ryan Bakke, a young CPA who grew his firm to $3M+ in revenue in just a few years. Ryan talks to us about what he does differently is his marketing and sales approach, using old-school direct response type messaging and catchy hooks to build his audience and client list.
Check out our sponsor, Forwardly for B2B payments made easy: https://www.forwardly.com/
Connect with Ryan:
LinkedIn: https://www.linkedin.com/in/ryanbakkecpa/
Twitter: https://x.com/RyanBakkeCPA
Website: https://taxstrategy365.com/apply-2?el=linkedin
Get in touch with me:
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 53 of the Big 4 Transparency Podcast, I’m joined by David Leary, Co-host of the accounting podcast and co-founder of Earmark to talk about his journey as a non-CPA building in the accounting space, the inner working of The Accounting Podcast, and covering some industry news. We also talk about how accountants have the skillset to benefit greatly from improvements in AI, and a look behind the scenes of the work I’m doing to build out Big 4 Transparency.
Check out our sponsor, Forwardly for B2B payments made easy: https://www.forwardly.com/
Connect with David:
LinkedIn: https://www.linkedin.com/in/davidleary/
Earmark: https://earmarkcpe.com/
Get in touch with me:
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 52 of the Big 4 Transparency Podcast, I’m joined by a former colleague of mine, Erica Newman, who is now a Senior Manager in recruitment for Deloitte Caribbean and Bermuda Countries. Erica shares her experience moving to the Caribbean with Deloitte, what to expect when relocating to work in that region, and how to make the move.
Connect with Erica:
LinkedIn: https://www.linkedin.com/in/ericanewman/
Get in touch with me:
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 51 of the Big 4 Transparency Podcast, I’m joined by Graham McGuire, the brand new founder of Kingswood accounting, a firm launched just about a month ago. In this episode, we cover the first steps Graham is taking with a brand new firm, how he’s finding his niche, and how he made the jump.
Follow Graham on his journey:
LinkedIn: https://www.linkedin.com/in/grahamcpa/
Get in touch with me:
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 50 of the Big 4 Transparency Podcast, I’m joined by Abir Syed, also known as The Cranky CPA on TikTok, and a co-founder of UpCounting, a firm specializing in e-commerce that combines accounting, advisory, and growth marketing to offer a one-stop shop to support high-growth e-commerce businesses.
Follow Abir:
LinkedIn: https://www.linkedin.com/in/abir-syed/
Get in touch with me:
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 49 of the Big 4 Transparency Podcast, I’m joined by Seth Fineberg, the founder of Accountants forward, which is both an accounting blog and a business that consults with vendors and service providers in the accounting space on how to better connect with accounting professionals. In this episode, we talk about how technology changes have impacted other professions throughout the years, and how we think accounting is likely to adapt to evolutions in AI. We also talk about how Seth helps accounting vendors, and the importance of being a strong writer, even in professions like accounting.
Follow Seth:
LinkedIn: https://www.linkedin.com/in/seth-fineberg-86aa8663/
Accountants Forward: https://sethfineberg.com/
Sponsor:
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Get in touch with me:
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 48 of the Big 4 Transparency Podcast, I’m joined by Daniel Hood, editor-in-chief at Accounting Today. In this episode, we talk about Dan’s career in media in the accounting space, what makes covering the accounting industry unique, and where all of these conversations about the industry and its struggles are leading us. We also cover Accounting Today’s recent PE summit conference, as well as what we’re seeing so far in terms of PE deals and what we can learn from them.
Follow Daniel:
LinkedIn: https://www.linkedin.com/in/daniel-hood-3494ab49/ PE Summit webpage: https://conference.accountingtoday.com/event/pe-summit/home
Get in touch with me:
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 47 of the Big 4 Transparency Podcast, I’m joined by Kendale King, founder of CPACon and KCK CPA. In this episode, Kendale and I talk about the first edition of CPACon, a new conference looking to do things differently and celebrate the CPA profession. We also talk about accounting for entertainers and becoming a specialist in the crypto space.
Follow Kendale:
LinkedIn: https://www.linkedin.com/in/kendale-king-cpa-%F0%9F%92%B5-90916721/
Check out CPACon: https://www.thecpacon.com/
Get in touch with me:
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 46 of the Big 4 Transparency Podcast, I’m joined by Eric Rabinovich, VP at Live Oak Bank, a bank with a specialized branch for accounting and tax firms, helping them access capital for M&A transactions and operating capital. In this episode, we explore options for partner buyouts, ESOPs, firm acquisitions, and firm working capital all through SBA loans.
Follow Eric:
LinkedIn: https://www.linkedin.com/in/eric-rabinovich-pmp-651a0516/
Get in touch with me:
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 45 of the Big 4 Transparency Podcast, I’m joined by Robert Gauvreau, Founder and CEO of Gauvreau Accounting Tax Law and Advisory, a Canadian firm offering both accounting and legal services. Robert’s firm is unique in that he’s reached $20M in revenue as the only equity partner and has huge ambitions to scale to $100M while retaining full ownership and control. We also talk about the importance of coaching, and Robert’s story becoming a CPA Fellow and the significance of that achievement to him.
Follow Robert:
LinkedIn: https://www.linkedin.com/in/robert-gauvreau/
Check out his podcast: https://open.spotify.com/show/1Fbtl63a0UzCTqEduPMAd6?si=c3509d60c9844f51
Read Robert’s Book: https://gauvreaucpa.ca/the-wealthy-entrepreneur
Get in touch with me:
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 44 of the Big 4 Transparency Podcast, I share my opinion on PE in the accounting industry based on the deep dive I did into the data collected on Big 4 Transparency as well as conversations I had with guests in previous episodes.
Get in touch with me:
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 43 of the Big 4 Transparency Podcast, I’m joined by Marianne Galante, Founder of Galante Talent Strategies, and former Executive Director of Resource Management at KPMG. In this episode, we talk all about the impact that a strong back-office function can have on large firms and the role they play in a firm’s growth. We also talk about how resource management has evolved over the last decade, and the issues that were top of mind at KPMG.
Follow Marianne:
LinkedIn: https://www.linkedin.com/in/marianne-galante-0299a01/
Referenced article: https://galantetalentstrategies.com/2024/11/19/from-data-to-decision-how-skills-kpis-elevate-workforce-planning/
Get in touch with me:
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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