A career public accountant, I spent my first 12 years as a tax preparer, before launching a CAS practice and acquiring a firm.
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​Since then I've keynoted over 40 conference around the world, developed the most-watched AI training content globally, run a podcast listened to by 1,500 firm owners every day, and built one of the world's largest accounting alliances, Realize.
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It's probably safe to say I've spoken with more firm owners in the last two years than anyone else. I share the best of what I'm seeing from real firms, so you can discover what's working, and equally important, what isn't.
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​I believe accounting firms deserve access to high-quality, independent content that isn't produced by your software vendors. It's with this focus that my team works tirelessly to develop the resources I wish I'd had when I ran my firm.