In this episode, Gene Marks, a CPA, columnist, author, small business owner, and keynote speaker joins Kacee Johnson and Kalil Merhib to explore the ever-evolving economic landscape with its impact on CPAs and their clients.

Gene brings a wealth of experience, having navigated a unique career path that offers valuable insights for aspiring candidates. We'll uncover his journey and the lessons he's learned along the way.

Welcome to the Digital CPA Podcast, hosted by Kacee Johnson, Vice President of Strategy & Innovation at CPA.com, and Kalil Merhib, EVP Growth & Professional Services. In this episode, we dive deep into the world of accounting technology with our special guest, Aaron Harris, Chief Technology Officer of Sage.

Join us as Kacee Johnson, Vice President of Strategy and Innovation at CPA.com & Ron Quaranta, the Chairman of the Wall Street Blockchain Alliance, take a dive deep into the latest developments in the crypto landscape, from the rollercoaster ride of Bitcoin's resurgence to the SEC's landmark approval of 11 ETFs. With Bitcoin soaring to new heights, the burning question remains: Are we finally out of the crypto winter?

Kimberly Ellison-Taylor is a trailblazer in the realms of accounting & technology, an individual whose prowess in merging financial expertise with cutting-edge technology has set new standards of innovation and excellence.

Leadership expert Alex Dorr joins Kacee Johnson, VP Strategy & Innovation at CPA.com, on this episode of the Digital CPA podcast to explore quick energy-shifting techniques that help you avoid burnout during high productivity times.

John Pace, who is the Partner in charge of Outsourced Accounting and Advisory Services at GRF CPA’s and Advisors, was 2022’s winner of CPA.com’s Innovative Practitioner Award. The Innovative Practitioner Award recognizes individuals who are driving the accounting profession forward through innovative thought leadership, processes, services and technology implementation. Today John is here to discuss the topic of….INNOVATION…in the accounting profession, within teams and inside of his own company.

During this early morning conversation over coffee, Kim and Kalil start with a light hearted chat about Kim’s evolution from public accounting in both small and large firms to eventually becoming a Client Advisory Services (CAS) practice mentor and coach. It soon becomes clear from their conversation that Kim’s extensive experience in CAS, and personal evolution over the decades, actually closely mirrors the evolution of CAS practices and the profession itself. Some could say Kim is the face of the CAS profession. Grounded in wisdom and deep experience Kim provides us with a unique peak into what’s coming next for CAS practices.