Figuring Out: Scaling Modern Tax Advisory Firms | Podcast #EP39 1.5 Credits
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Welcome to another eye-opening episode of W.T.F. with Saul! This time, Saul sits down with David Snider—founder, advisor, and forward-thinking tax pro—to unpack why traditional tax practices are falling apart. With automation on the rise and clients demanding more strategic guidance, firms stuck in compliance mode are being left behind. So, what does it really take to build a future-ready tax firm? David brings decades of insight, humour, and real-world advice to help us answer exactly that.
In this jam-packed CPE episode, we go beyond the buzzwords to examine what a modern tax practice looks like—one built on intentional strategy, scalable infrastructure, and human-first culture. David shares how firms can shift from founder-led to team-enabled models, rethink pricing for value, and adopt technology without falling into the “shiny object” trap. We also explore the difference between tools that support thinking and those that replace it, and how automation fits into truly strategic client service.
Major Topics:
Whether you’re solo or scaling, this episode brings sharp insight and practical frameworks. From real workflow mistakes to client experience shifts, culture challenges, and capital planning—this is your roadmap to building a firm that grows without breaking.
| License details | Credits | Status |
|---|---|---|
| BusIness Management & Organization for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| BusIness Management & Organization for CPA in Canada | 1.5 CPD | Eligible |
| Business Management for Certified Management Accountants (CMA) | 1.5 CPE | Eligible |
| BusIness Management & Organization for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| BusIness Management & Organization for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| BusIness Management & Organization for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
Credits
1.5
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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David is the Founder & CEO of Harness. Harness is a practice management platform to power CPA practices connected to a consumer-facing marketplace that generates client demand for their partners. Harness has built an AI-enabled client & advisor collaboration process that provides clients with a seamless & insightful experience while providing advisors with a data pipeline from client submission to their tax software. Harness was recognized by Inc Magazine as one of the 200 fastest growing companies in the U.S. and is backed by leading investors including Jackson Square Ventures, Bain Capital Ventures and Marc Benioff.
David incubated Harness as an executive-in-residence at Bain Capital Ventures. Previously he served as COO & CFO of Compass, a real estate tech company that he helped grow from pre-launch to a valuation of $1.8 billion. He is the author of Money Makers published by Macmillan.
As Director – Partnerships, Content Strategy, and M&A Advisory, I lead strategic initiatives at the intersection of growth, education, tax, and transaction advisory within the accounting and professional services industry.
I collaborate with thought leaders, firms, and content creators to drive high-impact partnerships and deliver compliance-ready, insightful content for professionals. My focus on content strategy ensures subject matter experts are positioned to educate, influence, and scale their reach across the MY-CPE ONE platform and the broader continuing education ecosystem.
In the M&A and advisory space, I work closely with private equity firms, accounting leaders, and advisors to create educational resources that support practice growth, succession planning, and deal execution. Through podcasts, webinars, and curated learning experiences, my goal is to enable smarter dealmaking and build stronger professional alignment.
Additionally, I support firms in delivering high-value tax advisory content, empowering professionals to stay ahead of regulatory changes, enhance client outcomes, and develop deeper technical capabilities through modern, practical education
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