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Brian Davis

CEO of One Stop CPA, a firm focusing on tax, tax planning, and advisory services. He emphasizes technology's role in enhancing client experience and streamlining operations.

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Jan 23, 2025 • 28min

Leveraging technology for a better client experience

Brian Davis, CEO of One Stop CPA, shares his expertise in integrating technology with client services. He discusses how tools like TaxDome and Spotlight Reporting have revolutionized client interactions, creating a seamless virtual experience. Brian emphasizes the transformation towards subscription-based services and the balance between digital efficiency and personal connections. He highlights the importance of client education and mentorship in adapting to these changes, ensuring a secure and tailored approach to advisory services.