Pipe Dreams with Don Emery
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals · David Cristello
July 7, 202322m 12s
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Show Notes
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Today we sat down with a special guest, Don Emery. Don is the General Manager of Doc.It and has been with them for over 10 years. Doc.It was acquired by Iris in 2021. On our show we'll cover:
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Transition of going from a paper-based to paperless practice
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Consolidation and build outs across the industry
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Talent, team management, retention & much more