What’s the future of professional services? How can technology and innovative solutions transform industries like accounting, wealth management, and estate planning?
Join us on The Nexus Point as Jeff Bruskin sits down with David Snyder, CEO of Harness Wealth, to discuss the platformization of professional services and how his company is reimagining the industry. David shares insights on:
The evolution of CPA firms and their integration with wealth management services
The role of technology in enhancing efficiency and creating scalable solutions
Challenges and opportunities for small- to mid-sized CPA firms in adopting innovative models
The future of interconnected services and why community building matters
Discover how Harness Wealth uses cutting-edge technology and concierge services to simplify tax processes, power CPA firms, and improve client experiences.
💡 Don’t miss the chance to explore forward-thinking ideas for the future of professional advisory services.
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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 discuss the broader vision for PAG's decentralized model and Noah’s personal journey to leading corporate development at a nine-figure PE-backed firm—all before the age of 30. Whether you're a firm owner, a PE professional, or just curious about the evolving CPA space, this episode offers insights you won’t want to miss.

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 about crunching numbers anymore.

What’s on the agenda?

👉 Why disconnected tools are the stone age of accounting (hint: integrated tech is king!).

👉 How improving client experience (CX) with slick, easy-to-use tools can set your firm apart.

👉 The war for talent and why employee experience (EX) might just be your secret weapon for attracting the best and brightest.

👉 A sneak peek into the future of tax prep, bookkeeping, and beyond—all thanks to AI.

👉 The rise of private equity and M&A that's turning accounting firms into next-level multi-service juggernauts.

Whether you're running a CPA firm or just trying to keep up with the whirlwind of changes in the industry, this episode is packed with insights you don't want to miss. Tune in to learn how to future-proof your firm, keep your clients smiling, and stay ahead of the competition. 🎙️