April Peer Exchange – Q&A with a CPA

April 16 | 11:30 am ET

Running a successful outsourced practice is not just about delivering great work. It is about running a smart business.

One of the most frequent requests we hear is for practical guidance on taxes, financial structure, and planning. So this month we are bringing in an expert.

Our April Peer Exchange will feature Tyler Davis, CPA of DAT-Finance for an open, practical Q&A focused on the financial realities outsourced professionals face.
Topics may include:
• Tax planning strategies
• Entity structure decisions
• Deductible expenses
• Financial mistakes to avoid
• Planning for growth

Bring your questions. The goal is simple: leave smarter than you arrived