The Nexus Point Podcast

This episode features Noah Beery, Head of Corporate Development at Platform Accounting Group, and unpacks what it takes to build a thriving CPA firm ecosystem. Noah shares how PAG has successfully acquired over 50 firms, the cultural and intangible factors that matter most during evaluations, and what younger firm owners should consider when planning their future. They’ll also di

Get ready to nerd out about the latest tech trends rocking the world of public accounting! 🚀 On this week's episode, we sit down with Scott Fleszar , a tech wizard with nearly 30 years of industry experience at Thomson Reuters and SafeSend. Scott spills the beans on how AI, automation, and clever software solutions are reshaping accounting firms—and trust us, it’s not just a

What if tax research wasn’t a time sink? In this episode, I sit down with the team at Accordance.ai, creators of a multi-agent AI that’s transforming how CPA firms handle complex tax questions. This AI doesn’t just answer—it learns, reasons, fact-checks, and delivers precise, cited results while flagging where deeper analysis might be needed. Managing Partners are calling i

In this episode of The Nexus Point podcast, host Geoff Bruskin sits down with Marc Howard, founder of Taxplow and Firmlever, to explore the critical inflection points in the accounting industry. They discuss where firms can uncover the greatest opportunities for growth, including leveraging technology, adapting to evolving client expectations, and addressing the talent gap. Marc s