Merging CPA Practices with Brandon Verner

TJS Deemer Dana

Brandon is a CPA and an Atlanta native who specializes in accounting systems and consulting as well as corporate and personal income tax. Brandon is an active member of the Georgia Society of Certified Public Accountants and the American Institute of Certified Public Accountants. He is a past President of the North Perimeter Chapter of the Georgia Society of CPAs and has served on the Board of Directors of the State Society.

In this episode of Websuasion Conversation, we discuss business development, merging cultures, and adding value and services.

Introduction

Brandon tells us about graduating college and starting his accounting career with a large firm.

Moving to a Smaller Firm

Brandon tells us about moving from a larger firm and the challenges of proving himself.

Business Development

Brandon talks to us about finding ways to get in front of the right people in order to grow a business.

Merging Businesses

Brandon talks about the benefits of merging with TJS.

Changes in Tax Laws

Brandon tells us about the changes in the tax code and some of the benefits for small businesses.

An LLC vs an S Corp

Brandon discusses some of the tax changes and the benefits of forming an LLC vs an S Corp.

Cost Benefit Analysis

Brandon talks about adjustments for being self-employed and when to make the decision to move to an S-Corp.

Merging Cultures

Brandon tells us about the challenges of merging companies and the lessons that he has learned.

Planning and Making Good Decisions

Brandon discusses mistakes that companies make and the need to plan from a business and a tax perspective.

Adding Value and Services

Brandon talks about offering IT managed services and cybersecurity.

App Developer Checklist

You've been busy building your business, not learning all the ins and outs of application development. There's no reason you should know what it takes to develop a quality, maintainable application and bring it to market. But, before you contract with any firm (including ours), you should understand what is considered the standard. So, we've developed a handy two-page checklist. It will arm you the questions you need to ask before you move forward.

5 Metrics to improve

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