Lisa G. Before Dream Firms... Rewind a couple of years…. Lisa Gering, the owner of CFO Forward Accounting Firm, is facing an overwhelming workload. Despite a few employees, the absence…
In 2021, Sandra Ray, the founder of the burgeoning accounting firm Sandra Ray CPA, embarked on a transformative journey. She took the first steps toward her dream accounting firm, when…
This case study delves into the journey of Ruoyu Lowry, a seasoned accounting professional who transitioned from her corporate role to becoming the owner of a successful accounting firm (and…
He started off working with his father, who was a financial advisor, wealth manager, and tax planner. But, he realized that he needed to strike out on his own if…
He started off working with his father, who was a financial advisor, wealth manager, and tax planner. But, he realized that he needed to strike out on his own if…
Although she graduated college as a full-fledged architect, CPA Michelle M. cast aside building design to be the architect of financial success for contractors. Initially, she worked for a burgeoning…
Growing up with parents who owned a tax firm, Alan was exposed to the world of taxes from an early age. Memories of assisting his father in preparing tax returns…
Everything began with a CPA in a public accounting firm. And he abandoned it all to start his own 6 figure firm with his wife. Ken & Julie M. Are…
On August 1st of 2022, CPA Adrienne B. decided to do something different for her firm. All too often, accounting firm owners get caught up in the vicious cycle of…
Sophia's accounting firm appeared fine to the untrained eye, with enough clients to pay the bills. However, she knew that the business was not progressing as planned. She was overwhelmed…
