Take notes from Randy Crabtree, CPA , Roman Villard, CPA , KellieParks ➡️ Calmwaters Cloud Accounting & kristenkeatsCPA 🦊 on building a strong culture. Sign up for FREE today (& earn cpe while you're at it) bit.ly/3BokKJl #workplaceculture #culture #taxtwitter #practicemanagement #trimerit

If you're a CFO or running advisory services for your clients, you owe it to yourself to check out LiveFlow.

A CFO without a comprehensive data strategy is a handcuffed CFO. Most CFO's utilize "data", but often it's like a horse with blinders on - they're not seeing or ingesting data points from across their entire organization. It's starting to become a necessary tool in the CFO's

Finally headed to #ENGAGE24. First stop - kristenkeatsCPA 🦊 cabana. “I will never not cabana.”

Yesterday, I asked @LorilynWilson how to tweet. She recommended just to be a savage and then asked what my goal with X was. I said that I didn’t have one. She asked me why be on the platform in the first place? Good point. Do you people out there have goals on this platform?

Luke Templin on the necessity of advisory professionals for the modern business. Check out the whole episode as Luke, Dan Luthi, and Roman Villard, CPA recap their time at the #LiveFlowHouse, Luke's infamous pancakes, and the future of the CPA/CFO space. #taxtwitter

Wild. Is there a thorough vendor T&C’s review through programs like Y Combinator or Techstars? This type of clause poses such a huge risk to startups.

Over 5,000 miles traveled in the last 5 days. Conference, funeral, and now a wedding. 3 different states, none of which close to home. One thing that rings true throughout - relationships. Invest in people. Highest yielding investment around.

Firm owners and accountants need to be paying attention to CAS. I believe it's the future of our industry. It's not enough for us to simply 'check the box', we need to leverage technology and education to develop a CAS mindset from top-to-bottom. Check out my latest blog with

Time is the most precious asset on your balance sheet. Thanks Ramp for the cool socks 🤘

The CAS world is moving fast. New technology, higher standards, and new ways we should be using data to drive value to our clients. Quality CAS services are dependent upon a quality relationship and CAS mindset. Check out my latest blog with Intuit QuickBooks to help you think

@accinfluencers Al-Nesha Jones Roman Villard, CPA Chad Davis & Hitendra Patil from Datamatics have a great conversation about this year's #btgconference. Tune in as they talk about their favorite part of last year's conference & what they hope for this year! bit.ly/3XThX89

At our firm, we track sales metrics like a SaaS company - MRR, CAC, LTV, and ACV (Avg Contract Value). The most interesting one to me is ACV. And it’s not about increasing prices. It’s more about aligning our value prop/pricing to the right client profile. I just ran a 5 part

Connecting with some of the best in the biz here at #GustoNEXT. System Six Josh Hall CPA & Sarah Prevost

Today, 12 PM EST, the Accounting Flow Podcast will be going live with Geraldine Carter and Roman Villard, CPA. If you are stuck in the cycle of overwhelming work with no time for yourself or to even think strategically, set your reminders and join this live session here:

Does anyone use practice protect and/or experience issues today? #TaxTwitter

My go to playlist for flow state work jams. In case anybody needed a new playlist going into 2025.