Dean Quiambao of Armanino and Stephen Hedlund of Rillet
What does it take for an established accounting firm to put its name behind an AI native ERP that had no money, no clients, and a very big pitch?This is the first live taping of Bizora Brews, recorded in front of an audience at Armanino’s San Francisco office during SF Tech Week.
What does it take to walk away from a partner seat at a top 40 firm at 38, with no equity path and no real plan, and start over at a six person shop?David Barbeito is the CEO and managing partner of DPB PLLC in Miami, one of the fastest growing CPA firms in the country, and a recognized top 200 accounting leader.
What does it take to turn a two person practice with a few hundred thousand dollars of business into a $35 million firm, when nothing in your accounting training taught you how to run a business?Michael Stephano is the Managing Partner of Stephano Slack, a top 200 CPA firm based in Wayne, Pennsylvania with roughly 130 people.
What happens when a software engineer who hated writing billing code ends up building the AI agent that does it for everyone else?Bailey Spell is the cofounder of LedgerUp, a Y Combinator backed company automating billing, accounts receivable, and revenue workflows through its AI agent, Ari.
How does someone who calls himself a terrible auditor become the person clients ask for by name?Dean Quiambao is Chief Relationship Builder and Northern California Market Leader at Armanino, where he has spent the last 25 years.
What happens when a firm owner decides the only real fix for busy season is building the software himself?Dave Haase is the founder and CEO of Juno, a tax prep automation platform built by CPAs for tax firms.
What makes someone pull over at a phone booth in the middle of a workday, call his wife, and tell her he is quitting to become a CPA?Randy Crabtree is the founder of Tri Merit, the specialty tax firm he built around R&D tax credits starting in 2007, and the creator of Bridging the Gap, the wellness focused accounting conference now heading into its fifth year.
What happens when a client tells their wealth advisor they got married, and the tax team only finds out after the return is filed?Naomi Owotumi is General Manager of Accounting at Jump, where she is building the accounting vertical inside a company that already dominates wealth management with more than 40,000 users across 14,000 firms.