Acquiring a Firm with Rachel Fisch

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