Finance and Tax

Marc Macdonald of Supporting Strategies Reno Tahoe shares how a career path through teaching and financial advising led him to the remote bookkeeping role he never knew he was looking for.

Cameron Fakouri, CPA and founder of RezzyCheck, shares how relationship-first recruiting and career coaching are helping tax professionals land better roles and advance faster in public accounting.

Mark Misselbeck shares 50 years of tax expertise at Cherry Bekaert, including an eight-figure QSBS savings, a won IRS audit, and the personal losses that shaped his perspective on what really matters.

Daniel Gonzalez shares how nine years in roofing sales, BNI networking, and 560 YouTube videos helped grow Accounting to Scale into a thriving Miami CPA firm.

Kevin Carlson shares his journey from P&G and Coca-Cola through five investor exits and a Chapter 7 bankruptcy to helping Top to Bottom Business Solutions grow from $600K to $6 million.

Michael Moscarelli shares how he pivoted from radio journalism to VP of valuation at Houlihan Capital, covering digital assets, SPAC opinions, cannabis, and why boutique firms win against much larger competitors.

Richard Phillips shares how Crossroads Capital closes deals faster by targeting fewer buyers, eliminating process theater, and managing the irrational human behavior that kills transactions right before the close.

Lil Roberts shares how she built Xendoo into a venture-backed accounting firm, survived COVID by pivoting fast, and just acquired BotKeeper's AI to reshape an entire industry.

Kristopher Hart shares how Cogent Analytics diagnoses small businesses, why most owners are their own biggest problem, and how a 22-year-old kept his dead father's construction company alive with the right help.

Daryl Jendras shares 30 years of state and local tax expertise, the brutal realities of 280E for cannabis businesses, a $3 million audit save, and why a CPA invented a casino table game that is still running in Iowa.

Brad Scoffin of Advanced Business Brokers shares why most business owners are unprepared to sell, how to de-risk and maximize value, and the networking philosophy behind 112,000 trusted connections.

Kirk Michie of Candor Advisors shares how he guides founders to better exits after decades in private equity, with $1B+ in closed deals and a mission to level the playing field.