“When we interview firms on our podcast and we get a little blurb from them, ‘I got to a million in 24 months, I got to a million in 12 months,’…100% of the time they are a cloud firm.” In this episode, David and I cover a lot of ground in the realm of automation. […]
“Usually, the CPA is so busy with their head down just trying to fulfill orders, that they don’t hear the client going, ‘help help help me make my business more profitable.” – Geraldine Carter Geraldine works one-on-one with CPAs and primarily focuses on rediscovering what it is her client hopes for at a deep […]
TRANSACTION AFTER CLOSE WITHOUT AN INTERMEDIARY- Transition is lengthy with an uncertain end. Differences between buyer and seller as to management of the firm are common. When it comes to reporting problems and seeking advice, clients and staff may be confused about whom to approach. Seller is unable to “move on” with other important life […]
