Barret School of Banking

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Ask A Banker: A Conversation with a CPA

Earlier this year, the #TaxTwitter community discussed some of the craziest things bankers have asked CPAs. It got me to thinking that there is probably room for both parties to sit down and talk about our similarities and differences and see how we can work together. In many communities we serve the same people and even have similar approaches to our roles…but do we really know how to work with each other?

Fortunately, my best friend, Nick Meals, is an active poster on #TaxTwitter and I asked him to come on the podcast for us to have that very conversation. Of the 50+ episodes we’ve done, this has been one of my favorite ones…and I hope you enjoy it too.

Be sure to check out Whitlock and Comany at and email Nick at

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