Joe shares his personal story of how he entered the accounting field.

The early days of cloud technology and Joe's experience in starting a consulting practice.

Origin stories and development of QuickBooks Connect and Scaling New Heights conferences.

Joe's role as a certified professional for Intuit and his contributions to the industry.

The purpose and significance of Scaling New Heights as an event for accounting professionals.

The dynamics and competition between Xero and Intuit in the accounting software market.

Comparing the approaches of AICPA Engage and Scaling New Heights.

Reflection on the relevance and necessity of the CPA license in the modern accounting landscape.

The importance of differentiation in building a successful accounting practice.

Defining and aligning purpose and vision to drive growth and success.

The role of personal branding and using one's name as a business identity.

Parting wisdom from Joe, emphasizing the importance of not wasting time with non-ideal clients or situations.