Guest Ian Ferguson returns for his second visit to the podcast, accompanied this time by business partner Glenn Aldridge of CoSurge CPAs, a firm that provides audit leadership for other CPA businesses nationwide. Host Dr. Matt Davis steers their discussion through narration of their firm’s merger and determination of core values (succinctly stated in an acronym for Surge), posing such questions as what could undermine the ethics of leadership, how they ethically balance client interests, and what makes their work worthwhile.

Both men affirm that “stewardship is about more than resources.” They explain their superior model of work-life balance which sets them apart and how collaboration is possible despite 100% remote interaction through a virtual central office. Most importantly, they stress that they aren’t focused on being the biggest CPA firm, but on taking care of their families. “We want to equip our people to do what God has called them to do whether it’s accounting or something else,” says Mr. Aldridge, a perspective which Dr. Davis asserts is “exactly what Maranatha is all about.”