The Model Accounting Firms Are Shifting To - Episode 15

This is the valuation mistake that kills your deal. Revenue vs EBITDA. Episode 17

Accounting firm valuation is changing fast. In this episode of The Nexus Point Podcast, Rich Romero and Geoff Bruskin break down gross revenue multiples vs adjusted EBITDA multiples and how private equity is reshaping deals.Learn how buyers adjust EBITDA, why owner compensation matters, and how deal structure impacts your final valuation. If you are buying, selling, or scaling a CPA firm, this is essential to avoid leaving money on the table in today’s market.

This is the valuation mistake that kills your deal. Revenue vs EBITDA. - Episode 17

Accounting firm valuation is changing fast. In this episode of The Nexus Point Podcast, Rich Romero and Geoff Bruskin break down gross revenue multiples vs adjusted EBITDA multiples and how private equity is reshaping deals.Learn how buyers adjust EBITDA, why owner compensation matters, and how deal structure impacts your final valuation. If you are buying, selling, or scaling a CPA firm, this is essential to avoid leaving money on the table in today’s market.

Are AI tax softwares worth the hype? - Episode 16

Out-of-the-Box Tax Software (April, Wealth.com): What’s Driving the Buzz and the Hidden RisksAre tools like April and Wealth.com the future of tax for wealth managers and CPA firms?In this episode of The Nexus Point Podcast, Rich Romero and Jeff Bruskin break down the rise of AI tax software and plug and play tax solutions for financial advisors and accounting firms. Learn why more RIAs and wealth management firms are trying to integrate tax services and the real challenges behind building, buying, or partnering with CPA firms.They explore how these tools work, which client segments benefit most, and why the mass affluent to high net worth market is the hardest to serve efficiently. You will also learn the limitations of automation, why client relationships still matter, and how to safely test tax software before fully adopting it.This episode is ideal for CPA firm owners, financial advisors, RIAs, and accounting professionals looking to improve tax services, scale operations, and stay competitive.Topics covered00:00 [https://www.youtube.com/watch?v=C1WB-34DuY4] Welcome to Nexus Point00:19 [https://www.youtube.com/watch?v=C1WB-34DuY4&t=19s] Out of the box tax tools explained01:17 [https://www.youtube.com/watch?v=C1WB-34DuY4&t=77s] Why wealth firms want tax integration02:07 [https://www.youtube.com/watch?v=C1WB-34DuY4&t=127s] Build vs buy vs partner challenges03:43 [https://www.youtube.com/watch?v=C1WB-34DuY4&t=223s] How April and Wealth.com work04:33 [https://www.youtube.com/watch?v=C1WB-34DuY4&t=273s] Best client segments for tax software06:55 [https://www.youtube.com/watch?v=C1WB-34DuY4&t=415s] Limits of AI and importance of relationships09:48 [https://www.youtube.com/watch?v=C1WB-34DuY4&t=588s] How to adopt tax tools safely11:19 [https://www.youtube.com/watch?v=C1WB-34DuY4&t=679s] Wrap upThe Nexus Point Podcast covers accounting firm growth, CPA firm strategy, wealth management, AI in accounting, and the future of professional services.

The Model Accounting Firms Are Shifting To - Episode 15

What is a fractional family office and how can accounting firms, RIAs, and advisors use it to deliver better client outcomes?In this episode of The Nexus Point Podcast, Rich Romero and Jeff Bruskin break down the triangle framework, a model that integrates tax planning, wealth management, and estate planning to create a modern advisory firm.They explain the difference between traditional family offices and fractional family office services, and how firms are adapting this model for clients with $1M to $250M net worth. You will learn why integration across financial services is critical, the challenges firms face when executing it, and how to build a more scalable and competitive firm.This episode is ideal for CPA firm owners, financial advisors, RIAs, and accounting professionals looking to expand services, improve client retention, and grow their firm.Topics covered00:00 [https://www.youtube.com/watch?v=ri9hmEXO_eM] Welcome and setup00:21 [https://www.youtube.com/watch?v=ri9hmEXO_eM&t=21s] Triangle framework overview01:07 [https://www.youtube.com/watch?v=ri9hmEXO_eM&t=67s] Family office vs fractional model03:08 [https://www.youtube.com/watch?v=ri9hmEXO_eM&t=188s] Execution challenges in advisory firms04:31 [https://www.youtube.com/watch?v=ri9hmEXO_eM&t=271s] Why tax, wealth, and estate integration matters09:35 [https://www.youtube.com/watch?v=ri9hmEXO_eM&t=575s] RIA as the lead advisor12:05 [https://www.youtube.com/watch?v=ri9hmEXO_eM&t=725s] Building a fractional family office15:51 [https://www.youtube.com/watch?v=ri9hmEXO_eM&t=951s] Avoiding M&A mistakes17:15 [https://www.youtube.com/watch?v=ri9hmEXO_eM&t=1035s] CPA firms launching wealth management19:54 [https://www.youtube.com/watch?v=ri9hmEXO_eM&t=1194s] Wrap up

Why your CPA firm struggles to take it's own advice - Episode 14

Why Accounting Firms Must Practice What They Preach | SOPs, Leadership, and Scalable GrowthWhy do so many accounting firms struggle to apply the same systems and financial discipline they provide to clients?In this episode of The Nexus Point Podcast, Rich Romero and Geoff Bruskin break down common challenges inside small accounting firms and CPA firms, including messy books, lack of standard operating procedures, and weak internal processes.They explain how poor internal organization can impact client trust, accounting firm growth, and long term scalability, and why many firms hit a ceiling without strong leadership and clear workflows.You will learn how to improve accounting firm operations, build better SOPs, develop leadership, and scale your firm beyond the managing partner. This episode is ideal for CPA firm owners, small accounting firm leaders, and professionals in public accounting looking to grow sustainably.Topics covered00:00 [https://www.youtube.com/watch?v=s74cpWDWiFw] Welcome to Nexus Point00:23 [https://www.youtube.com/watch?v=s74cpWDWiFw&t=23s] Why accounting firms ignore their own advice02:14 [https://www.youtube.com/watch?v=s74cpWDWiFw&t=134s] Client trust and internal chaos03:53 [https://www.youtube.com/watch?v=s74cpWDWiFw&t=233s] Building better SOPs in accounting firms04:56 [https://www.youtube.com/watch?v=s74cpWDWiFw&t=296s] Team alignment and shared understanding06:04 [https://www.youtube.com/watch?v=s74cpWDWiFw&t=364s] Hiring beyond geography and building leadership07:29 [https://www.youtube.com/watch?v=s74cpWDWiFw&t=449s] Scaling an accounting firm through culture and trust08:39 [https://www.youtube.com/watch?v=s74cpWDWiFw&t=519s] Wrap up and next episodeThe Nexus Point Podcast covers accounting firm growth, CPA firm leadership, talent, and the future of professional services.#AccountingFirms [https://www.youtube.com/hashtag/accountingfirms] #CPAFirm [https://www.youtube.com/hashtag/cpafirm] #AccountingPodcast [https://www.youtube.com/hashtag/accountingpodcast] #FirmGrowth [https://www.youtube.com/hashtag/firmgrowth] #AccountingLeadership [https://www.youtube.com/hashtag/accountingleadership]