Partners generally think that an accounting firm’s market value is dictated by revenue or EBITDA, but with today’s rapidly changing tech environment, that isn’t necessarily the case. Join Amanda Aguillard, CPA and David Emmerman, EA as they show how process and automation can increase a firm’s value prior to implementing an exit strategy.
Stella Bridges (Secliance)
"I am in the process of establishing a firm and this webinar gave me good considerations to start off on the right foot. Processes and automation is key for success."Gene Arthur Leary (G. Arthur Leary, Jr., CPA)
"Glad to see more attention paid to real-world valuation issues."J Kevin Cobb (COBB, PLLC)
"Very informative, good presentation by the presenters!"Karen Heburn (Risk & Regulatory Consulting)
"Thanks for the presentation."MARY, GA
"I am considering joining with another firm and then retiring after a 3-5 year transition. This webinar was extremely helpful in giving me/us ideas as to how to accomplish that."
Xero
Head of Enterprise
david.emmerman@xero.com
David serves as the Head of Enterprise at Xero, where he leads the Enterprise Accounts teams in driving cloud transformation for the nation’s largest accounting firms. David and his team partner with these top firms, offering strategic insights and personalized consulting to help them transition to modern cloud-based accounting practices, enhancing efficiency and innovation within their organizations.
David has a passion for integrating technology into accounting practices and is an expert in cloud solutions.
With nearly two decades of experience prior to joining Xero, David was a co-managing partner at Emmerman, Boyle & Associates, LLC. There, he built a reputation for delivering exceptional accounting services to small businesses, leading his teams to create a premier client experience. His passion for integrating technology into accounting practices and his expertise in cloud solutions led him to Xero, where he initially served as a National Ambassador. In that role, he helped some of the industry’s leading firms adopt cloud technology and optimize practice management.
David’s deep knowledge of both traditional accounting and modern technology makes him a trusted leader in guiding firms through digital transformation.
Padgett
COO
aaguillard@padgettadvisors.com
(504) 324-9270
Amanda Aguillard is the owner of Padgett New Orleans, as well as the Chief Operating Officer for Padgett’s corporate office. She has known she wanted to become a CPA from age 16, and now holds a Master’s Degree in Taxation from the University of Denver. Prior to joining the Padgett team, Amanda ran Aguillard Accounting LLC and is the founder of Accounting Salon, a think tank of cloud accounting experts, and its virtual offshoot, SALONv. She has been named one of the Top 50 Women in Accounting in 2018 and 2019 and regularly speaks at state CPA societies and industry technology conferences. When she’s not advocating for her industry or helping clients succeed, she spends her free time cooking for her two children, reading historical fiction, and backcountry hiking