Describe your practice in 100 words or less: The digital CPA is an accounting technology firm providing accounting, bookkeeping and tax solutions, as well as workflow automation and cloud software integration. We deliver peace of mind and a less stressful work-life integration to small and medium-sized businesses and their owners.
What is the driving philosophy behind your firm? Use technology to make our processes efficient, allowing for more time to actually talk to our clients in order to deliver the advice and solutions they want and need.
What is the single most important key to your success? As a small firm, you need a team you can trust and staff members who have your back.
Looking back, what is one thing you would have done differently? Looking back, I would have delegated earlier. Passing off the workload was one of the hardest thing I had to do, but once I did, it made a world of difference.