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Future of Accounting

Sep 25, 2018

In this tech spotlight episode, I'm highlighting a disruptive product that helps accounting professionals provide exceptional service to their clients.

Today's episode highlights Suneera Madhani, the CEO of FattMerchant.

FattMerchant is disrupting the payments ecosystem with their simple yet robust and affordable...

Sep 18, 2018

Ingrid Edstrom is a self-proclaimed nerd and the CEO of the award winning bookkeeping firm, Polymath LLC based in Ashland, Oregon. She is the creator of, an online education series, a member of Profit First Professionals, and founder of the Southern Oregon Bookkeepers Association.

She has been...

Sep 11, 2018

In this episode, Brannon Poe shares the key steps a CPA needs to take in order to sell their firm.

Poe is the founder of Poe Group Advisors and the author of “Accountant’s Flight Plan, Best Practices for Today’s Firms. A consultancy that facilitates the buying and selling of CPA firms. He began his career as an...

Sep 4, 2018

In this episode, Scott Wiley, the president and CEO of Ohio Society of CPAs, shares insights on trends his organization is seeing across their members.

In this episode, you will learn:

  1. The business practices of successful CPA firms
  2. Why firms are being faced with succession planning and skills gap challenges now more...