Partners generally think that an accounting firm’s market value is dictated by revenue or EBITDA, but with today’s rapidly changing tech environment, that isn’t necessarily the case. Join Amanda Aguillard, CPA and David Emmerman, EA as they show how process and automation can increase a firm’s value prior to implementing an exit strategy.
David Emmerman, EA has spent the past 15+ years passionately working with his small business clients and his team to develop a best-in-class accounting experience. After years of M&A work, he grew Emmerman Boyle & Associates from a two-partner, two office firm to eight locations with over sixty staff, all the while leveraging technology to do the heavy lifting for his teams. He now drives the business development and operational efficiency side of the business, while providing leading edge vCFO services for his clients.
David is a National Ambassador for Xero, and co-founded Bluewire Strategy, a tactical consulting group for mid-market accounting firms, in 2017. When not traveling the country speaking to accounting groups, he can be found with his wife and three kids on a soccer or baseball field.
Amanda Aguillard decided to become a CPA when she was 16, and never looked back. She started Aguillard Accounting LLC in 2012, committed to running a cloud-based practice from anywhere in the world.
She was the Xero Evangelist of the Year in 2016 and used her experience as an instructor of the Xero Certification Course to co-found Elefant, a software training company. She has been a Hubdoc Top 50 Cloud Accountant for the last two years and regularly speaks at state CPA societies and industry technology conferences like Accountex, Clio Cloud Conference and Xerocon. She is also the Senior Xero Editor for Accountex.
She spends any spare time cooking for her two kids and reading historical fiction. While she holds a Masters Degree in Taxation from the University of Denver, she would much rather craft and implement ecosystems for small businesses, and help other advisors build and grow cloud-based practices.