Josh Axelrod, Chief Operating Officer at Aldrich, recently joined Transforming: Tales of Business Evolution, a podcast by AICPA & CIMA—two global organizations with over a century of experience advancing the accounting and finance profession and a combined network of nearly 600,000 members across 188 countries. In the episode, Josh explores the power of a people-first culture and how firms, regardless of size, can build a sustainable business development strategy. With insights that could apply to any private company, Josh shared how intentional leadership, practical innovation, and a focus on relationships can unlock long-term success.
Throughout the conversation, Josh offered tangible approaches for driving meaningful growth and navigating common challenges that leaders are facing in a rapidly evolving landscape, including:
- The importance of fostering a culture of business development—starting by clarifying what business development is not and creating space for continuous learning and skill-building
- Encouraging curiosity and aligning efforts with core values
- How organizations can remain adaptable while building lasting success
Listen to the full episode here.
About Josh Axelrod
Josh Axelrod is the Chief Operating Officer of the Aldrich group of companies, where he leads internal operations to support the firm’s growth and scalability. He brings a diverse background in engineering, technology, and operations. Josh is passionate about building high-performing teams, driving innovation, and creating lasting value through strategic and people-focused leadership. He’s also an advocate for thoughtful technology adoption, recently sharing his perspective on how company leaders can approach AI in a practical, strategic way.
About Aldrich
For more than 50 years, Aldrich has worked with businesses, their owners, and their employees to help them achieve their professional and personal financial goals. We pair deep industry experience with a full suite of integrated financial, tax, accounting, wealth, corporate retirement, and business transition services to help bring clarity to every phase of our clients’ personal and professional life cycles.
The Aldrich group of companies is composed of Aldrich CPAs + Advisors LLP, one of the top 70 accounting firms in the US; Aldrich Wealth LP, a Registered Investment Advisory firm with over $6.5 billion in assets under advisement; and Aldrich Capital Advisors LP, which provides advisory services for business transactions.
Based in Oregon since our founding in 1973, Aldrich now serves clients across the country from our eight offices throughout the Western US.
Learn more at www.aldrichadvisors.com/about.
