Utilize technology to seize the opportunity to grow your firm. In this webinar we discussed:
- How the "Great Resignation" has forced the "Great Liberation"
- Why the patchwork in place is not a sustainable fix for the profession
- What these changes mean for the firm tomorrow
- How to build an advisory arm
Check out The Great Liberation article in Accounting Today by Pat Morrell and Bob Lewis!
Check out The Great Liberation article in Accounting Today by Pat Morrell and Bob Lewis!
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Heather Mesquita
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Pat Morrell
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Bob Lewis
One of Accounting Today’s Top 100 Most Influential People, Bob’s focus is to build the Enterprise Value of CPA Firms. He has a long history of successful CPA firm mergers and acquisitions, working on succession needs, and acting as the Advisory Officer for some firms. Bob collaborates with firms of any size including some of the largest in the country.
He speaks nationally, at local events, and in individual firms on growth through M&A. A key objective is showing firms how to build an advisory center so they can become less dependent on compliance services and the limited supply of CPAs.
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Michael Horwitz
Michael is the Executive Director of BDO Alliance USA, the largest association of US-based independent accounting, tax and advisory firms, comprised of over 215 CPA firms and 100 advisory firms and vendors (Business Resource Network) where he leads a team dedicated to maximizing the value of collaboration between member firms, as well as with BDO USA and BDO Global.
Prior to joining BDO in 2002, Michael was previously a tax partner with a Big Four firm, where he helped to create an Alliance with independent accounting firms. Michael is passionate about the accounting profession, and the value that the trusted advisors providing assurance, tax and consulting services deliver to the business community as well as to individuals.
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