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PODCAST
The Nexus Point Podcast explores the pivotal moments reshaping the accounting industry, featuring practical insights from leaders who are redefining what success looks like.
Released Date: 03/12/2025
Special Guest: David Snider - Founder & CEO at Harness Wealth
What’s the future of professional services? How can technology and innovative solutions transform industries like accounting, wealth management, and estate […]
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Released Date: 02/21/2025
Special Guest: Noah Beery - Head of Corporate Development at Platform Accounting Group
This episode features Noah Beery, Head of Corporate Development at Platform Accounting Group, and unpacks what it takes to build […]
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Released Date: 02/07/2025
Special Guest: Scott Fleszar - Senior Advisor at Safesend
Get ready to nerd out about the latest tech trends rocking the world of public accounting! 🚀 On this week’s […]
...WEBINARS
Released Date: 04/16/2024
Released Date: 08/16/2024
Released Date: 08/02/2024
Released Date: 07/26/2024
WTC BLOG
A Smarter Strategy for High Volume 1040s Buying a CPA firm with many low-value 1040s can be a goldmine with […]
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Selling a company is a major milestone—one that requires more than a buyer and a signed LOI. It demands preparation, […]
...Playbooks
CASE STUDIES
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