In this episode of On the Books, host Jessica McCracken welcomes Matthew May, known online as the tech CPA and now head of the client advisory services (CAS) at Sorren, to talk about his firm’s year-long journey to move entrenched QuickBook Desktop clients to QuickBooks Online.
Matthew shares the real story behind scaling a firm through rapid M&A, hunting down QuickBooks Desktop files scattered across dozens of systems, consolidating more than 400 realms, and building a client migration plan. He also gets candid about his unglamorous approach to AI, why he treats technology providers as partners instead of vendors, and how his firm learned to simplify big technology decisions for overwhelmed clients.
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