Bots, Brains, & Balance Sheets: Why CPA Firms Can't Ignore the AI Revolution with Karan Gupta
David Kells · Whitman Advisory
The Independent CPA Firm Podcast · 22 min
AI and outsourcing aren’t just buzzwords — they’re survival tools. In this episode of The Independent CPA Firm Podcast, host Dave Kells sits down with the Chief Vision Architect of SPNX Consulting, Karan Gupta, for a game-changing look at what it takes to scale in 2026 and beyond.
In This Episode, You Will Be Able To:
- Understand how offshore 4.0 and AI can reduce reliance on headcount
- Discover the truth behind AI “magic” and how real firms are implementing it today
- Learn how to structure an AI-native outsourcing center from day one
- Identify process mistakes firms make when outsourcing and how to fix them
- Hear why small and midsize firms must evolve — or risk becoming obsolete
Listen now to hear how the smartest firms are building global capacity with less, not more!