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Show Notes
- 00:52 -- Welcome to our first guest co-host, Rachel Fisch!
- 01:36 -- We got another review! Leave us a review and we’ll read it on the air.
- 02:32 -- Visor, the $99 app-based online tax service, did NOT have a great busy season. David’s got all the sordid details in a detailed LinkedIn article.
- 20:16 -- …and after all that, David didn’t even get to chat with Claudell :(
- 23:30 -- Zoom raises IPO price and could begin trading with a $9B valuation
- 27:16 -- Online tax filing on the rise, retail on the decline, data finds
- 30:03 -- Pilot, the AI accounting service, raises $40M
- 35:26 -- Eide Bailly is acquiring a data analytics service
- 37:41 -- IRS releases 6-year plan to modernize aging computer systems
- 40:14 -- Is the CPA license losing its lustre? (upcoming free virtual roundtable)
- 45:37 -- Educating the next generation of leaders
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