David Hartley joined Anders CPAs + Advisors when they were looking to establish an Advisory practice, demonstrating how even a large firm can “steer its ship” in an active, anticipatory way. David talks to John Randolph on Episode 34 of CPA Life in part 1 of their two part conversation about the strategic planning and growth of the Advisory practice under his watch, and David delves into how to have a forward-thinking approach, remote work experiences, and strategies for managing both remote and in-office work models. He touches on the future of the CPA profession, the importance of continuous learning, the impact of client relationships, and the importance of culling clients that are no longer a good fit for where your firm is today.

Get the full show notes and more resources at CPALifePodcast.com