When HBK CPAs & Consultants moved its mid-Atlantic regional headquarters to the historic Bell Works in Holmdel, the firm’s managing principal and CEO, Tom Angelo, said he wanted the firm to provide the expertise to help small businesses grow beyond even what they might imagine for themselves. Hear from Tom about how HBK envisions the future of accounting, from staffing and talent, to private equity and the transformative potential — and challenges — of artificial intelligence.

Topics discussed:

• What drove HBK’s transformation into a multidisciplinary financial-services company
• How firms can balance growth with maintaining culture and service quality
• HBK’s strategy on AI integration
• How HBK is adapting its staffing strategy
• Impact of AI on service offerings
• Qualities HBK looks for in young accountants
• How HBK has changed its training to reflect the firm’s evolving structure

Resources:

• Connect with Tom
• Firm Management Knowledge Hub