How Justine Lackey Turned a Focused Bookkeeping Firm Into a Successful Exit
Justine Lackey built a sellable bookkeeping firm by staying hyper focused on one service, one platform, recurring revenue, documented systems,...
AI Tools That Help Accounting Firms Scale Faster: Insights from Anderson Petergeorge
Anderson Petergeorge, co-founder of Quanto, explains how accounting firms can scale from startup to multi-million-dollar operations by using ChatGPT, meeting...
The Future of Accounting Firms in an AI Driven World with Ryan Lazanis
The accounting industry is changing faster than ever. Automation, artificial intelligence, and remote work are rewriting the way firms operate....
How Coaching Transforms Accounting Leaders: Lessons from Douglas Slaybaugh
Douglas Slaybaugh, founder of CPA Coach, helps CPAs and accounting executives strengthen leadership, performance, and job satisfaction through better coaching...
Inside the Minds of Firm Buyers: Lessons from Accounting M&A Leaders
Featuring insights from Noah Beery (Platform Accounting Group), Marcus Dillon (Dillon Business Advisors), Kyle Pezzi (Solutions Group), and Patrick Ditcher (Appletree...
I Sold My Accounting Firm: A Panel Discussion on the Process and Lessons
Selling a firm is more than a transaction. It is a test of timing, structure, and self-awareness. In this M&A...
