Steve Novak

“As the [accounting] profession continues to innovate, platforms that marry robust features with client-first flexibility will lead the pack, setting a standard in service delivery that resonates across industries.” More in my piece for @AccountingToday: accountingtoday.com/opinion/tech-f…

@HelenGuo_ How did get around the state’s requirement that a cpa own 51%?

Last year I spoke to a guy who’d never worked a single day as an accountant, but he put 10% down to buy a $1,300,000 accounting firm. The SBA still funded it. Here’s a full breakdown of the deal: - Purchase price: $1.3M - Revenue: $1.2M/year - Team: 12 employees - Clients: 60 small businesses - Structure: 10% cash / 15% seller note / 75% SBA financing You might be wondering how he pulled it off with zero experience. Most accounting firms for sale are run by a single CPA who owns every client relationship, supported by 3-4 admins. The day that owner walks out, the firm pretty much goes up in flames because every relationship was theirs. Apple Tree was different. The previous owner had pushed himself out of all but 2 client relationships (out of 60) before listing. The team was already handling most of the work. So when Patrick stepped in, he could focus on running the business - sales, marketing, hiring, and upgrading the firm's internal tech. But it wasn't smooth sailing. @patrickdichter wasn't a CPA, and accounting brokers weren't exactly lining up to take his calls. So he went direct: 500 cold emails and 20 seller calls before the first closed deal (yes, this takes a lot of work). In our convo, we go into: - The 3 must-haves Patrick screens for before he'll look at a firm - Why 20 minutes on a seller call tells you more than 3 weeks analyzing the SIM (the documents brokers send out describing the business) - Why the $300K - $700K cash flow range is the sweet spot Watch it here ↓↓↓

@itsolelehmann Codework

i made a 3-day Claude Cowork for Beginners course, and it's yours for free by the end, you'll have a personalized AI teammate on your computer that: • knows your style • connects to your tools • and produces finished work you can send immediately here's what you get: day 1: install cowork, set global instructions, and run your first real task (15 min) day 2: workflows that replaced hours of my week, including building landing pages from a description and running full competitive analyses in one prompt day 3: skills, plugins, and connectors so cowork actually knows how you work and can access your tools + copy-paste prompts so you can follow along as you read like + comment "COWORK" and i'll DM it to you

@thogge My hometown.

Hero.

@thogge From someone who has lived through historic hurricanes on the Gulf Coast their entire life I can vouch for this advice.

Serious advice to any father Look at the extreme winter weather and imagine it comes to your town Every family needs: -food storage (1 yr) -water storage (1 month) -solar generators -starlink -guns+ammo -home solar -whole home battery backup (grid failure) -walkie talkies

@felixprehn Defense

Just created a complete 13-stock workbook on Trump's $1 trillion defense budget and which companies are positioned to win from it. Includes border tech, chip manufacturing and weapons systems. For 24 hours, it's yours for FREE. Like + comment "DEFENSE" and I'll DM it to you.

K.C. Eames's Fundraiser to walk 150 Miles in 30 Days for Better Treatments and a Cure for CCM. angioma.networkforgood.com/projects/25177…

For road warriors, work-life balance can be challenging. Luckily, Navan makes bleisure travel easy. Over 50% of business travelers in 2025 are adding leisure days to their work trips to help create balance. Learn more: navan.com/blog/insights-…

𝗖𝗔𝗦 𝗰𝘂𝗿𝗶𝗼𝘂𝘀? Join CAS experts Christine Triantos and Michelle Welch of Infinite Advisors 2/12 from 11:30a-1p ET as they answer attendee-submitted questions about CAS. 𝟭.𝟱 𝗖𝗣𝗘. Sponsored by Karbon. Register today! hubs.li/Q034JB8k0

Join Navan CTO and co-founder @IlanTwig for a discussion with @Workato’s @markus_zirn on how to keep organizations resilient and innovative while navigating the fast-paced AI revolution. Watch the full episode here here: youtu.be/Aaqa1by4Z9w

We’re just going to leave this here… @G2dotcom 🏆 navan.com/blog/news/g2-w…

@RobertMSterling @mac4tax

Can any friends here point me to a reputable CPA firm that can help with R&D credits for a SaaS company? Thanks!

I discuss this change and changes in 21 other states here: youtu.be/domOqsqAdyE #accounting

@Austen @justingordon212 Navan.com

Ramp vs. Brex vs. others - who wins currently? Main goal is to make everything easy but limit unnecessary spending.

@benkellyone Steps

Anyone can buy a business that makes $100k/year in just 10 steps. Since I’ve done this 6 times, I decided to put them all in one doc for you. - Like this post - Comment “Steps” And I’ll DM you full access. (Must follow, 24 hours only)

@nielsvdlindee @Wealth_Pill Travel

If you want to: - Travel the world - Earn passive income - Work on your own time You NEED a faceless YouTube channel. Mine have paid me over $500,000. - Like this post - Comment “Travel” And I’ll DM you my FULL strategy. (Must follow, 24 hours only)

✨ New eBook! "Help for Small Businesses" is packed with tips and resources for success. Download now and navigate challenges with confidence! 📘💼 #SmallBusiness #BusinessTips #BusinessGrowth rljfinancial.com/resources/e-bo…

@benkellyone Boring

I bought 6 boring businesses. They pay me $750k+/year. All it took was 4 years. So I'm sharing the 10 steps that I used to aquire each of them. You want access? - Like this post - Comment "Boring" And I'll send you the doc. RTs are appreciated, not required.

Most significant about this week's AI updates: 1. A ChatGPT desktop app that can see your screen removes the need for you to navigate to the web app and find words for what you're stuck on 2. Combine this with really good voice, and you're now talking with the assistant as you're working Unlike typing in a text box, it's something our brains are already wired to do It's akin to a person standing over your shoulder, and verbally explaining a problem to them The capabilities of the underlying model haven't changed much But the ability to talk to it while it sees what you see, and work where you already work is a big step The desktop app is rolling out now for MacOS, new improved voice support is said to be coming in the next few weeks

OpenAI released a new AI model today (and a bunch of other goodies) Here's everything accounting pro's need to know: