I love case studies, especially when they are real, and it doesn’t get more real than doing one in front of a live audience. This was at Firm Growth Forum where I got to speak with representatives from Eisner Amper and Truewind about the decision to use the new platform and the results it bore.
Month: September 2025
4 Investments Accountants Should Make
In this video I did for Ace Cloud Hosting, I talked about my views on what accountants need to consider investing in right now. This isn’t financial; it’s more about their time, their tech, and themselves.