Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by True North Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by True North Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Decision Points E67 - Redefining the CPA Firm: People-First Leadership and Strategic Growth with Teryn Grater

50:57
 
Share
 

Manage episode 499709863 series 3520592
Content provided by True North Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by True North Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Teryn Grater never set out to build just another accounting firm. As a CPA and partner at ATKG Advisors in San Antonio, she helped lead a cultural transformation that turned a team of seven into a thriving 170-person firm - by flipping the traditional CPA model on its head. In this episode of Decision Points, Teryn shares how a relentless focus on people, purpose, and preparedness redefined what success looks like in the accounting world.

From her early days working at Dairy Queen to spearheading one of the region’s most progressive advisory firms, Teryn’s story is grounded in grit and intentionality. She dives into how ATKG Advisors abandoned the siloed, book-of-business model common in many firms, instead embracing collaboration, shared goals, and team-based success. The result? A firm that doesn’t just retain clients - but retains people.

Teryn explains why understanding your numbers is about more than compliance - it’s about control. Whether helping entrepreneurs prep for a sale or guide long-term strategy, she emphasizes the power of proactive financial planning and transparent advisory relationships.

She also shares how initiatives like their “bucket list” rewards program and walkabout sabbaticals are creating a workplace where employees are seen, heard, and reenergized. The intentionality toward fostering a strong culture built around the success of her team has been a catalyst for growth at ATKG Advisors.

This episode is a masterclass in modern leadership and the future of advisory services. Whether you’re a business owner, CPA, or someone looking to build a better team culture, Teryn’s approach proves that when people come first, performance follows.

  continue reading

69 episodes

Artwork
iconShare
 
Manage episode 499709863 series 3520592
Content provided by True North Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by True North Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Teryn Grater never set out to build just another accounting firm. As a CPA and partner at ATKG Advisors in San Antonio, she helped lead a cultural transformation that turned a team of seven into a thriving 170-person firm - by flipping the traditional CPA model on its head. In this episode of Decision Points, Teryn shares how a relentless focus on people, purpose, and preparedness redefined what success looks like in the accounting world.

From her early days working at Dairy Queen to spearheading one of the region’s most progressive advisory firms, Teryn’s story is grounded in grit and intentionality. She dives into how ATKG Advisors abandoned the siloed, book-of-business model common in many firms, instead embracing collaboration, shared goals, and team-based success. The result? A firm that doesn’t just retain clients - but retains people.

Teryn explains why understanding your numbers is about more than compliance - it’s about control. Whether helping entrepreneurs prep for a sale or guide long-term strategy, she emphasizes the power of proactive financial planning and transparent advisory relationships.

She also shares how initiatives like their “bucket list” rewards program and walkabout sabbaticals are creating a workplace where employees are seen, heard, and reenergized. The intentionality toward fostering a strong culture built around the success of her team has been a catalyst for growth at ATKG Advisors.

This episode is a masterclass in modern leadership and the future of advisory services. Whether you’re a business owner, CPA, or someone looking to build a better team culture, Teryn’s approach proves that when people come first, performance follows.

  continue reading

69 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play