Accounting Practice Client Selection

Client Selection in a CPA Firm is Destiny

“Your firm is only as good as your best clients.” ~ A wise past client (but we cannot recall who)   Who are your clients? Periodically, it’s good to assess the state of your client list. You probably already know this, but let this column serve as a valuable reminder. A few great trigger events […]

Tate Henshaw Transitioning to Cloud Accounting

Transitioning to the Cloud with Tate Henshaw (podcast)

  If you are thinking about modernizing your firm, you don’t want to miss this podcast. Brannon recently sat down with Tate Henshaw to discuss the ins and outs of transitioning a traditional firm over to a cloud-based firm. Tate led the charge transitioning Polay+Clark from server to cloud, which led to his current position […]

CPA Firm Financing Acquisition

Financing the acquisition of a CPA firm

Many of the buyers we speak with who are initially looking to finance the acquisition of a CPA firm are not aware of the options available in the marketplace. Most buyers are pleasantly surprised to learn that banks are quite generous with their lending terms in the accounting and tax space. Obviously, each deal is […]

Making processes with Blake Oliver (podcast)

Blake Oliver is our latest guest to sit down for a conversation with Brannon. Blake is an entrepreneur, accountant, writer and speaker who specializes in cloud accounting technology. He is the Director of Product Marketing for FloQast. In 2016 and 2017, he was named a “40 Under 40” in the accounting profession by CPA Practice […]