Since 2010, I’ve advised dozens of multinational corporations, led teams in accounting, manufacturing + tech, and launched a fully virtual CPA firm.
In September 2021, I sold my CPA firm for a 1.5x valuation multiple of projected revenue.
Now, I work with firm leaders to build connected and scalable firms. I help firms leverage technology to innovate and engage their teams with the end goal to create highly profitable and valuable firms.
When I am not advising and building products, I invest in tech and real estate as well as work with non for profit organizations as a board member and advisor.
CONNECTED AND SCALABLE FIRMS
Many firms are disconnected.
These firms are disconnected from their clients, teams and their own trajectory, leaving sustainable growth to chance. This isn’t their fault, as the profession, as a whole, has been slow to change with technology and the market for good accounting talent.
Many firms are not scalable.
Scaling and growing a firm can be entirely different things. Traditional firms focus on revenue, placing a high-demand on body count which makes growth difficult. New generation firms focus on profit and increasing delivered value, leading to repeatable, sustainable growth.
If you are serious about changing how you manage your tech or team, and want a better way to build your firm, let’s chat.
Book a Firm Trajectory Session.
There are three different ways I can help
The Firm You Want Weekly Newsletter
Every Friday morning, you'll receive actionable tactics to improve your tech, team and trajectory.
1:1 Trajectory Strategy Session
Free in depth Zoom call to focus on what is holding you back from leveling up your firm ($500 value).
Tactical guides to short cut growth
Templates, guides, and instructional videos to launch tiered pricing, drop timesheets or upgrade your tech.
Sending one high-impact firm tip every Friday Morning.
Join 600+ leaders that are improving their firms’ tech, teams, and trajectory.