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Welcome to The Art of Succession Podcast. Host Barrett Young, a Tax and Marketing Partner at GWCPA, takes you through the firm’s ongoing succession journey. In this episode, Barrett reflects on key updates at GWCPA, including the growth of the team, the implementation of EOS, and the shift to subscription-based pricing. He shares insights on AI adoption, the firm's strategic plans, and how they are preparing for the future of tax preparation and business transition.

Barrett isn’t just leading the firm; he’s committed to building a future where the next generation can thrive. His journey in public accounting has shaped his approach at GWCPA. By embracing new systems like EOS and focusing on innovation, he demonstrates how thoughtful planning and a forward-thinking mindset can create lasting value for both the firm’s team and clients.

Barrett has spent years leading GWCPA with a focus on future growth and succession. By embracing tools like EOS and AI, he uses his experience to guide the firm through key transitions. His approach blends practical lessons on leadership, planning, and innovation, helping teams prepare for the future and build lasting success.

Key Takeaways:
- Barrett’s approach to building a future-ready firm.
- How EOS and AI support growth and clarity.
- The shift to subscription pricing and proactive planning.
- Why simplifying processes is essential for success.
- How Barrett’s leadership prepares the team for lasting impact.

Additional Insights:
- How EOS helps guide the firm’s long-term vision.
- The impact of AI on improving efficiency and service.
- Why shifting to subscription pricing supports growth.
- How simplifying processes builds clarity for staff and clients.
- The role of leadership in preparing for future success.

Here are a few quotes from the episode:
“We are building a firm that can grow beyond tax returns.” - Barrett Young
“AI is not the future, it’s here now, and we need to be ready.” - Barrett Young
“Clarity, innovation, and purpose are the foundation of our success.” - Barrett Young

Join Barrett Young as he discusses how EOS, AI, and strategic planning are shaping the future of GWCPA. Learn how focusing on innovation, simplified processes, and strong leadership is helping the firm grow and succeed in the years ahead.

Episode Highlights
[00:00] - Teaser
[01:46] - Season 3 Recap & Podcast Growth
[03:00] - YouTube Growth & Season 3 Guest Highlights
[07:34] - Key Mindset & Legacy Conversations
[09:44] - Season 4 Preview: Booked Through June
[11:26] - EOS Progress & Upcoming Strategic Retreat
[13:39] - Tax Season 2026: Staffing & Capacity Plan
[15:37] - Barrett Earns CEPA Certification
[18:21] - Applying "Protect Phase" to Client Work
[22:07] - Mission: Simplify for the Next Owner
[28:00] - Inspired by Ron Baker & Membership Economy
[30:31] - Vision: Proactive Advice, Smaller Client Base
[34:30] - 2 Years of AI: Lessons & Urgency
[38:25] - AI's Future & The Cloud Comparison
[45:16] - Incremental Growth: The 20-Season Mindset
[50:39] - YouTube Pivot: Employee-to-Owner Focus

FOLLOW THE HOST:
LinkedIn: https://www.linkedin.com/in/barrettyoung
Company LinkedIn: https://www.linkedin.com/company/gwcpa/
Website: https://gwcpas.com/
Email: [email protected]

FOLLOW THE PODCAST:
Apple Podcast: https://podcasts.apple.com/us/podcast/the-art-of-succession/id1742796896
YouTube: https://youtube.com/@gwcpas
Spotify: https://open.spotify.com/show/7uhogBxFKWAAetAbD8TVQR
LinkedIn: https://www.linkedin.com/company/art-of-succession-podcast/

Website: https://gwcpas.com/podcast