The Nexus Point Podcast

Discover how technology, AI, and remote work are shaping the future of accounting firms.The Future of Accounting is here. In this episode of The Nexus Point Podcast, Rich Romero and Jeff Bruskin explore how technology, AI, and remote work are transforming modern accounting firms and CPA practices.As the accounting profession faces a growing talent crisis, tech-enabled accounting firms are pulling ahead by adopting automation, cloud technology, and remote staffing models. This conversation breaks down how AI in accounting, workflow automation, and scalable tech stacks are helping firms increase capacity, margins, and operational efficiency—without sacrificing client service.You’ll learn:Why technology adoption is now essential for accounting firmsHow AI and automation are reshaping CPA firm operationsHow remote work and remote staffing solve the accounting talent shortageHow tech-enabled firms improve scalability, work-life balance, and profitabilityHow technology impacts accounting firm valuation and future liquidity eventsWhether you’re running a CPA firm, scaling an accounting practice, or preparing for a future exit, this episode provides practical insight into building a future-ready, tech-driven accounting firm.00:00 Introduction to The Nexus Point Podcast00:32 The Tech Wave Transforming Accounting Firms04:59 AI Automation & Cross-Selling Opportunities in Accounting08:48 Remote Work for Accounting Firms Explained14:41 How to Evaluate Technology for CPA Firms17:37 Final Thoughts on the Future of Accounting

In this episode of The Nexus Point Podcast, Rich sits down with Geoff Bruskin, Managing Partner & CEO of White Tiger Connections, to explore what CPA firm owners should be doing 2–7 years before an exit.From succession planning and modernizing technology to hiring remote talent and expanding service lines, Geoff breaks down the three pillars that drive enterprise value and buyer demand. The conversation dives deep into the human side of M&A, preserving firm culture, protecting staff and client relationships, and navigating change with integrity and intentionality.You’ll learn:The first moves every firm owner should make when planning an exitHow technology and remote work increase valuation and buyer interestWhy service model expansion can unlock better multiples and deal structuresHow to modernize without losing your firm’s identityWhat happens if you do nothing — and why intentional planning mattersHow advisors help balance financial outcomes with people, culture, and continuityIf you’re a CPA firm owner thinking about succession, exit planning, or long-term growth, this episode offers a clear roadmap to protect what you’ve built and maximize your future.#SuccessionPlanning #ExitPlanning #CPAFirms #AccountingM&A #PracticeManagement #FirmValuation #PrivateEquity #TheNexusPointPodcast

Succession Planning for CPA Firm Owners: Key Steps for a Smooth TransitionJoin hosts Geoff Bruskin and Rich as they discuss the pivotal steps for CPA firm owners planning an exit in the next two to seven years. This episode of the Nexus Point Podcast delves into the importance of modern technology, attracting top talent, and expanding service models to increase enterprise value. Learn how intentionality and strategic planning can lead to successful succession planning, ensuring continuity for clients and staff while maximizing the firm's value. Tune in for invaluable insights and practical advice on preparing your NextGen accounting firm for the future.00:00 Introduction and Welcome00:29 Planning for the Next Chapter: Succession Planning01:54 Key Areas to Focus on: Technology, Talent, and Service Model05:22 Modernizing Your Firm Without Losing Legacy09:26 Ensuring Continuity for Clients and Staff15:38 Structuring the Exit: Pathways and Considerations20:22 The Importance of Intentionality in Exit Planning22:51 Conclusion and Final Thoughts

Navigating Integration in Wealth Management with Geoff Bruskin of White Tiger ConnectionsIn this episode of the Nexus Point Podcast, host Rich interviews Geoff Bruskin, Managing Partner and CEO of White Tiger Connections. They discuss the complex and often confusing topic of integration in wealth management firms, especially as it pertains to adding tax and accounting services. The discussion covers various options such as buying an accounting firm, building one from within, engaging in joint ventures, and mergers. They delve into the unique challenges faced by broker-dealers, RIAs, and other firm structures, and the strategic approaches needed for successful integration. Geoff shares valuable insights on building internal CPA functionalities, the difficulties in finding competent CPA firms for acquisition, and the nuanced role of business brokers and consultants like White Tiger Connections in facilitating these integrations. The episode emphasizes the importance of intentional growth and strategic planning for firms looking to enhance their service offerings.00:00 Introduction and Guest Introduction00:21 Understanding Integration in Wealth Management01:01 Options for Integration: Buy, Build, Merge, or Joint Venture02:20 Challenges and Strategies for Broker Dealers03:38 Building CPA Capabilities: Internal vs. External06:52 The Complexity of Joint Ventures08:52 Strategic Considerations for Wealth Management Firms13:14 Alternative Integration Models18:54 Role of White Tiger Connections24:46 Conclusion and Final Thoughts

Why Wealth Management Firms Are Eyeing CPA Practices: Insights on Private Equity and RiskIn this episode of the Nexus Point Podcast, host Rich and Geoff Bruskin, managing partner and CEO of White Tiger Connections, dive into the hot topic of wealth management firms and private equity interest in CPA firms. They explore the historical reasons why wealth management firms seek partnerships with CPA firms, the current market trends driving these acquisitions, and the risks involved with private equity investments. Geoff also offers strategic insights into how young CPA firm owners can navigate these opportunities, and discusses the feasibility of organic growth versus mergers and acquisitions. Tune in for an in-depth conversation on the complex relationships and evolving dynamics in the financial advisory and accounting sectors.00:00 Introduction and Host Welcome00:40 The Surge of Wealth Management Firms in CPA Acquisitions05:16 Private Equity's Role in CPA Firms10:26 Mergers and Joint Ventures: Opportunities and Challenges13:46 Organic Growth vs. M&A in Wealth Management18:27 Conclusion and Sign Off

Welcome back to the Nexus Point Podcast 🎙️In this episode, host Rich sits down with Geoff Bruskin, CEO and Managing Partner of White Tiger Connections, to tackle a question that weighs heavily on many accounting professionals, especially every March while staring down a mountain of 1040s:“How do I retire from this without breaking everything?”If you’re a 1040-heavy firm owner, or you want to be someday, this conversation is for you.What we cover in this episode:Why 1040-driven practices are often harder to sell, and why they’re not unsellableThe realities of 100% seller-financed transitionsHow owner dependency, pricing, and outdated workflows impact firm valueWhy mindset is the biggest barrier to a successful exitHow technology, staffing models, and pricing resets can reopen your futureWays to exit gracefully, get paid fairly, and keep clients happyJeff breaks down why seller financing, while not ideal, can sometimes be the best path forward, and how firm owners can still retire feeling fulfilled rather than burned out or forced to “turn off the lights.”Whether you’re actively thinking about retirement, casually seller-curious, or just trying to build a better firm for the future, this episode offers honest insights and practical perspective from someone deep in the accounting M&A space.👉 Listen in and learn how to exit on your terms, without leaving chaos behind.Thanks for tuning in, and we’ll see you next time on the Nexus Point Podcast.

What’s the future of professional services? How can technology and innovative solutions transform industries like accounting, wealth management, and estate planning?
Join us on The Nexus Point as Jeff Bruskin sits down with David Snyder, CEO of Harness Wealth, to discuss the platformization of professional services and how his company is reimagining the industry. David shares insights on:
The evolution of CPA firms and their integration with wealth management services
The role of technology in enhancing efficiency and creating scalable solutions
Challenges and opportunities for small- to mid-sized CPA firms in adopting innovative models
The future of interconnected services and why community building matters
Discover how Harness Wealth uses cutting-edge technology and concierge services to simplify tax processes, power CPA firms, and improve client experiences.
💡 Don’t miss the chance to explore forward-thinking ideas for the future of professional advisory services.
Subscribe for more episodes of The Nexus Point!
#ProfessionalServices #WealthManagement #CPA #Technology #FutureOfWork

This episode features Noah Beery, Head of Corporate Development at Platform Accounting Group, and unpacks what it takes to build a thriving CPA firm ecosystem. Noah shares how PAG has successfully acquired over 50 firms, the cultural and intangible factors that matter most during evaluations, and what younger firm owners should consider when planning their future. They’ll also discuss the broader vision for PAG's decentralized model and Noah’s personal journey to leading corporate development at a nine-figure PE-backed firm—all before the age of 30. Whether you're a firm owner, a PE professional, or just curious about the evolving CPA space, this episode offers insights you won’t want to miss.

Get ready to nerd out about the latest tech trends rocking the world of public accounting! 🚀 On this week's episode, we sit down with Scott Fleszar , a tech wizard with nearly 30 years of industry experience at Thomson Reuters and SafeSend. Scott spills the beans on how AI, automation, and clever software solutions are reshaping accounting firms—and trust us, it’s not just about crunching numbers anymore.

What’s on the agenda?

👉 Why disconnected tools are the stone age of accounting (hint: integrated tech is king!).

👉 How improving client experience (CX) with slick, easy-to-use tools can set your firm apart.

👉 The war for talent and why employee experience (EX) might just be your secret weapon for attracting the best and brightest.

👉 A sneak peek into the future of tax prep, bookkeeping, and beyond—all thanks to AI.

👉 The rise of private equity and M&A that's turning accounting firms into next-level multi-service juggernauts.

Whether you're running a CPA firm or just trying to keep up with the whirlwind of changes in the industry, this episode is packed with insights you don't want to miss. Tune in to learn how to future-proof your firm, keep your clients smiling, and stay ahead of the competition. 🎙️

What if tax research wasn’t a time sink? In this episode, I sit down with the team at Accordance.ai, creators of a multi-agent AI that’s transforming how CPA firms handle complex tax questions.