The CPA Advisory Show

Acquiring a Firm with Rachel Fisch

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In this episode of the podcast, Jeremy and Chris speak with special guest Rachel Fisch (@FischBooks on Twitter). Rachel is #TaxTwitter famous, is known for speaking all over the place and is the new owner of Realty Tax. The key takeaways from the episode are:

  • What types of accountants are best equipped to deliver CAS?
  • How Rachel identified a firm to acquire
  • The types of experience and knowledge Rachel thinks are key to the acquisition process
  • The difference between being “in the cloud” vs. having a cloud mindset
  • Rachel’s plan and rationale for transforming her firm going forward
  • How your firm should think about your technology strategy, particularly around quality

    • Follow the show on Twitter @CPAAdvisoryShow

    Jeremy Wells on Twitter @JWellsCFO

    Chris Hervochon on Twitter @ChrisHervochon

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    The CPA Advisory ShowBy Jeremy Wells, CPA, EA & Chris Hervochon, CPA, CVA