How to sell your accounting firm

How to sell your accounting firm

Are you considering selling your accounting practice? Navigating the complex process of valuing, marketing, and transitioning your business can be daunting. That's why I'm excited to invite you to join me and serial acquirer Michael Ly for an insightful webinar that will provide you with the tools and knowledge needed to sell your accounting firm successfully.

The specter of 'Uberification' looms over audit

The specter of 'Uberification' looms over audit

Disruptive startups are eyeing the audit space, and their impact could be as transformative as Uber's was for the taxi industry. In my latest article for Accounting Today, I spoke with auditor turned tech expert Rob Valdez about how non-CPA firms are already automating and streamlining SOC 2 audits, foreshadowing upheaval in our profession.

Lyft's big financial typo

Lyft's big financial typo

In our latest episode of The Accounting Podcast, David and I uncover the startling typo that sent Lyft's stock on an unexpected journey. We also show how AI is revolutionizing customer service, offer a fresh take on the 150-hour rule debate, and provide insights into the evolving landscape of commercial real estate taxes given the rise of remote work and decline of offices. Plus, we're discussing cutting-edge AI surveillance of employee communications and the IRS's ambitious plan to recover over $500 billion in tax revenues.