websuasion

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.

Brandon Verner's LinkedIn

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

Merging CPA Practices with Brandon Verner

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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.

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Their efforts improved the flexibility and efficiency of the portal project by removing thousands of lines of code, and their web development has bolstered the company’s public image. They stood out because of their expertise and understanding of our needs and really seemed like a good fit. After they had been doing website design for a year or two, we tapped their resources for the development of the merchant portal, because it was easier than introducing a whole new partner to our business model. From a marketing standpoint, their work has been hugely beneficial to our public image and has expanded our reach for potential partnerships and future business. On the development of the merchant portal, their work this year eliminated several thousand lines of code, which will enable new features and functionality to be added much more efficiently. Websuasion is very responsive, easy to work with, and is typically on top of any tasks we need within the timelines we provide. We see Websuasion more as a partner than a vendor because they consistently provide ideas and suggestions to improve our processes and products, rather than simply taking our specifications verbatim and churning out code.

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