Matt Kidd

Matt Kidd, CPA and owner of a thriving accounting practice, discusses his family's legacy as CPAs, sharing insights from his father and two brothers in the field. He dives into the challenges of modernizing traditional accounting practices and the integration of wealth management services. The conversation highlights the importance of client relationships and effective communication in a hybrid work environment. Matt also addresses the transition from outdated tax software to advanced systems, emphasizing the need for adaptability in the ever-evolving accounting landscape.