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