Here’s what you’re looking for: Dominic Piscopo

CLIENT ACCOUNTING SERVICES

Matt Tait: Why Franchising Is the Next Big Thing for CAS | Big 4 Transparency

Why private equity may accelerate – not kill – entrepreneurship in accounting.

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Big 4 Transparency
With Dominic Piscopo, CPA

Decimal CEO Matt Tait joins Dominic Piscopo to explain why his CAS firm is franchising its playbook, how it drives 50%-plus margins with queue-based delivery and daily book maintenance, and why private equity may accelerate – not kill – entrepreneurship in accounting.

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Tait says the biggest accounting story right now isn’t just AI, it’s the industry’s next operating model.

On the Big 4 Transparency, Tait says Decimal started as a “different” CAS and bookkeeping firm while simultaneously building an internal operating system for running a modern accounting shop. In under six years, Decimal has served 1,000+ businesses and grown to 100+ employees – and now it’s taking its playbook to market through franchising. READ MORE →

ADVISORY & CONSULTING

Jody Padar: The New Playbook Is AI-Powered and Human-Centered | Big 4 Transparency

AI Won’t Replace Accountants. Instead, It Will Rewire the Business Model.

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Big 4 Transparency
With Dominic Piscopo, CPA

Jody Padar, widely known as “The Radical CPA” and author of Radical Pricing, argues the future of accounting won’t be won by automation alone, but by a business model shift that elevates human judgment, advisory, and client relationships.

MORE Dominic Piscopo | AI | Pay & Compensation

In the new episode of the Big 4 Transparency Podcast, Padar joins host Dominic Piscopo to trace her path from early cloud-firm pioneer to venture-backed operator and to explain why her newest venture, Xcel Labs, is focused on training CPAs to think and lead differently in an AI-first world. Xcel Labs’ Navi aims to build empathy and leadership at scale.

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MERGERS & ACQUISITIONS

Jeremy Dubow: Raising the Bar for Talent | Big 4 Transparency

Why equity is the new standard for talent retention.

This is a preview. The complete video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
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Build a 7-figure firm in just 4 hours a week!
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Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines

Jeremy Dubow, CEO and co-founder of Chicago-based, private-equity-backed Prosperity Partners, explains how entrepreneurship in accounting has shifted from demand-driven to capacity-constrained, and why transparent equity programs are becoming the new standard for talent retention.

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Dubow joins Dominic Piscopo on Big 4 Transparency to discuss how accounting-firm entrepreneurship and the operating model required to scale have changed since he co-founded NDH in 2003. NDH later sold to private equity and rebranded as Prosperity Partners, which Dubow described as a case study in how firms are adapting to labor constraints, expanding client complexity, and rising expectations around technology and talent strategy.

Quotables
“The demand for accounting services is greater than it ever has been. The challenge is providing the service at a high level in a labor-constrained environment.”
“AI in and of itself is not right now the solution to solve all our problems. Using automation and offshoring gives us the operational leverage to create that capacity.”
“I recognize that my people are being attempted to be poached every single day of the year.”
“Why have a stock price if you don’t disclose what it is?”
“‘’If I worked that 80-hour week, you should too.’ Well, guess what? That doesn’t work anymore.”

Dubow argues the profession has shifted from a demand constraint to a capacity constraint. Client needs continue to expand, but firms increasingly struggle to staff and deliver services proactively at scale.

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CLIENT SERVICE OPPORTUNITIES

Blake and Pryor: From a $550K Tax Bill to Near $0 | Big 4 Transparency

Integrated planning, not heroics, creates life-changing outcomes for clients.

This is a preview. The complete video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
Sponsored by The Balanced Millionaire: The Advisor Edition by Dr. Jackie Meyer | See Today’s Special Offer

 Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.

Build a 7-figure firm in just 4 hours a week!
.

Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines

What happens when you fuse a CPA firm with a wealth advisory under one roof and design the operations from a blank page? In this two-guest episode of the Big 4 Transparency, host Dominic Piscopo sits down with Owen Pryor and Steve Blake, managing and senior managing advisors at Evans May Advisory, the sister firm to Evans May Wealth Advisory. Their premise is simple and radical: serve the client with unreasonable hospitality, align wealth and tax strategy, and deliver family-office convenience to high-net-worth families and growing owner-operated businesses. 

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Pryor and Blake describe a system built on proactive data sharing (with client consents in place) so the firm, not the client, chases documents, coordinates advisors, and executes. The impact shows up in small, high-leverage wins (e-paying taxes and killing paper vouchers, physically banking clients’ mailed checks twice a week, fully recording receivables) and in headline outcomes (structuring a family-farm sale from an estimated $550,000 tax bill to near $0 through planning; spotting missed depreciation and back-catching via Form 3115; introducing lesser-known international strategies like ICDIS where relevant). The result is relief for clients and measurable ROI that converts conversations into scope. 

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CLIENT SERVICE OPPORTUNITIES

Gallegos: HR1 Is Signed; the Advisory Clock Is Ticking | Big 4 Transparency

Break down the new law, the unanswered questions, and why waiting for certainty is a strategic mistake.

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Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines

What does it take to turn dense tax law into business wins? In this episode of the Big 4 Transparency, host Dominic Piscopo sits down with Mark Gallegos, tax partner at Porte Brown, to explore how a self-described “tax geek” became an eminence engine by teaching, writing, and speaking across the country while translating the new HR1 legislation into clear moves for clients. 

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Gallegos serves on the AICPA Strategic Tax Reform Advisory Group (“strike force”), where volunteer experts parse bills, surface practitioner pain points, and help shape the letters and asks that go to Treasury, IRS, and Capitol Hill. That inside track, pressure-testing interpretations with national peers, feeds his day job: delivering 50,000-foot explanations that prompt the most valuable question in professional services: “What should we do next?” 

Gallegos and Piscopo dive into HR1’s planning levers. 

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