Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

The Billion Dollar Accounting CEO w/ Alan Whitman


Listen Later

In this episode of the Growing Your Firm podcast, host David Cristello welcomes Alan Whitman, the former CEO and chairman of Baker Tilly. Alan shares his remarkable journey of transforming Baker Tilly from a $475 million firm to a $1.5 billion powerhouse. 

Throughout the conversation, Alan describes how businesses can thrive – largely by prioritizing strategy over aimless “accumulation.”

Alan Whitman is a seasoned leader in the accounting and advisory industry, known for his transformative role as the former CEO and Chairman of Baker Tilly. As leader, he successfully scaled the organization from $475 million to $1.5 billion, demonstrating a keen understanding of strategic growth and operational maturity. 

Currently, Alan runs an advisory practice where he shares his expertise in scaling firms and implementing best practices for growth. He is a sought-after speaker and thought leader, regularly publishing insights on leadership and organizational development through his weekly newsletter. 

Alan is also active on LinkedIn, where he connects with professionals across the industry.

...more
View all episodesView all episodes
Download on the App Store

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsBy Jetpack Workflow

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

73 ratings


More shows like Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

View all
Accounting Best Practices with Steve Bragg by Steve Bragg

Accounting Best Practices with Steve Bragg

256 Listeners

Accountant's Flight Plan by Brannon Poe; Poe Group Advisors

Accountant's Flight Plan

9 Listeners

Built to Sell Radio by John Warrillow

Built to Sell Radio

213 Listeners

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business by Mike Michalowicz

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

85 Listeners

Talking Tax by Bloomberg Tax

Talking Tax

114 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

338 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

249 Listeners

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals by Michelle Weinstein  - The Pitch Queen, Sales Strategist

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

85 Listeners

Business Strategy for CPA's by Geraldine Carter

Business Strategy for CPA's

43 Listeners

My First Million by Hubspot Media

My First Million

2,637 Listeners

Future Firm Accounting Podcast by Ryan Lazanis

Future Firm Accounting Podcast

25 Listeners

The Modern CPA Success Show by Summit Virtual CFO by Anders

The Modern CPA Success Show

9 Listeners

Building the Premier Accounting Firm by Roger Knecht

Building the Premier Accounting Firm

15 Listeners

Earmark Podcast | Earn Free Accounting CPE by Blake Oliver, CPA

Earmark Podcast | Earn Free Accounting CPE

27 Listeners

Jason On Firms Podcast by Jason Staats

Jason On Firms Podcast

54 Listeners