Digital CPA by CPA.com

About Digital CPA by CPA.com

Leveraging technology. Transforming practice. Digital CPA by CPA.com, hosted by Kalil Merhib and Kacee Johnson is the village square and sounding board for the DCPA community – a community of technology enabled accounting and advisory firm leaders who are at the forefront of business transformation and blazing a trail not only in their own organizations but within the profession itself. In this podcast Kalil and Kacee invite our unique and pioneering community to get out of the weeds of the tactical day to day to explore the impact of their achievements and focus on the big picture of their work.

Publisher

AICPA & CIMA

Category

business · technology

Language

en

Explicit

No

First episode

26 Nov 2023

Latest episode

10 Oct 2025

Latest episodes

22 of 31 episodes have a transcript.

1. 

   10 Oct 2025

   Growth by Design – Leading Strategy and Transformation in Today's CPA Firm

   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/

2. 

   6 Oct 2025TRANSCRIPT

   Offshoring and AI: How to optimize human capital strategy in the age of AI

   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://accelerator.cpa.com/ https://www.iqbackoffice.com/ David Schnitt: LinkedIn

3. 

   30 Jul 2025

   From Insight to Impact: How AI-Powered Data is Fueling Strategic Growth & Business Insights Advisory in Firms

   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 www.CPA.com 🔊 Subscribe to the Digital CPA Podcast for more conversations on the future of the accounting profession!

Inside a recent episode

Offshoring and AI: How to optimize human capital strategy in the age of AI

Published 6 Oct 2025 · Transcript excerpt

[…] And the Wall Street Journal said there are 300,000 fewer accounts today than there were just a few years ago. And you see that in the turnover. So we deal with firms all the time and they just have massive turnover in their staff. So that problem is not only bad, but it's going to get a lot worse. That's number one. Number two, all of the technology changes that are coming about. including AI, are really putting a lot of pressure on firms to be more cost effective and improve quality and improve turnaround at the same time. And so all those forces together are kind of a double, triple whammy. And we're going to dive into that AI topic and technology and the impact it's having on on these considerations by firms. […]

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

5 ratings

Podcast Authority Score: 37 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

50

Social presence

0

YouTube

0

Engagement

60

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