In this week’s Digital CPA Podcast, we explore how CPA firms can unlock strategic growth and scalable advisory through the power of AI-driven client data. Join host Kalil Merhib as he welcomes Eric Eager, CEO & Co-Founder, 4impactdata and Elizabeth Davis, Chief Growth Officer, 4impactdata to share proven tactics for turning your firm’s historical and real-time data into forward-looking insights.
What You’ll Learn:
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Strategic Growth Through Client Intelligence: Discover how to map client concentrations by industry, geography, and service mix—and use those patterns to guide marketing, staffing, and service-line investments.
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Elevating Advisory with AI: See how AI platforms surface timely, actionable prompts—empowering junior staff to lead client conversations and identifying risks or opportunities before they surface.
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Leading the Data-First Culture: Get practical steps for driving a mindset shift across your firm: from compliance-only to proactive, insight-driven advisory.
Whether you’re a firm leader, partner, or senior manager, this episode will equip you with the tools and first-step playbook to transform raw financial data into concrete growth and retention outcomes.
Tune in now and start turning your firm’s data—from insight to impact!
Additional Resources:
https://www.linkedin.com/company/4impactdatallc/
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