1. podcast
  2. PRACTICE MANAGEMENT

A CPA firm with Silicon Valley DNA

Hosted by Courtney Vien

Please note: This item is from our archives and was published in 2018. It is provided for historical reference. The content may be out of date and links may no longer function.

With an open-plan office, non-CPA roles such as client experience officers, and one eye always on its net promoter scores, MiddletonRaines+Zapata (MRZ) resembles a startup more than it does a traditional CPA firm. But these innovative practices have led to success: The firm has gone from $2.3 million to $13 million in revenue in less than five years. Wesley Middleton, CPA, founder and managing partner of MRZ discusses his unique leadership style and how and why his firm does things differently.

What you’ll learn in this podcast:

  • How having employees in non-CPA roles such as practice growth partner, client experience officer, and client relationship manager can contribute to your firm’s success.
  • How firms can benefit from letting CPAs be CPAs — not rainmakers.
  • How using a net promoter score can improve your firm’s brand.
  • How introverts can adopt a more proactive leadership style.
  • How MRZ is expanding its service offerings to stay viable in an age of increased automation.

Play the episode below: