Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

How to Win 2022 (The Big Trends)


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I'm an entrepreneurial accountant and writer specializing in cloud accounting technology. I was honored to be named a "40 Under 40" in the accounting profession by CPA Practice Advisor in 2016 and 2017. I'm also co-host of the Cloud Accounting Podcast (http://www.cloudaccountingpodcast.com), a weekly news round-up for accountants, bookkeepers, developers, and anyone interested in the future of the accounting profession. Before joining FloQast, I worked as a Manager in the Outsourced Finance & Accounting division of Armanino LLP, California's largest homegrown consulting and accounting firm. I originally made a name for myself by founding and growing Cloudsourced Accounting, an online bookkeeping service with a mission to disrupt the business models of traditional CPA firms and freelance bookkeepers. The firm was an early adopter of cloud accounting apps such as Xero, Bill.com, and Expensify, which enabled my staff and clients to collaborate 100% remotely. Aprio Cloud acquired Cloudsourced Accounting in 2015.

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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsBy Jetpack Workflow

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