When we talk about business valuation, most people’s minds jump straight to big, abstract concepts: goodwill, cash flow, or...
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Reflecting on Bench Accounting
The recent closure of Bench Accounting is a moment to reflect on its impact and draw lessons...
In 2024, the SMB landscape continued to evolve rapidly. Business owners faced an array of challenges, from navigating economic...
Over the years I’ve learned that the most successful firms don’t just deliver great service—they show clients how their efforts...
I have my CPA designation, and the number one thing people ask me when they hear this is ‘how can I pay less in taxes?’
It is...
As accounting firms and wealth managers navigate an ever-competitive landscape, the question of where to focus their time and...
The next decade is poised for a remarkable shift as trillions of dollars in liquidity from the sale of small and medium-sized...
interValwas built on the premise that advisors and business owners don’t have enough time to make sense of the data the...
Before I worked at a tech company, and before founding and selling another, I was a buyer of technology. As VP of Finance and...