I wanted to share a fascinating conversation I recently had with David Hartley, a forward-thinking CPA and partner at Anders CPAs & Advisors. David has a unique background spanning over 30 years in accounting, finance, and technology leadership. With experience as a CIO and working with privately-held companies, he offers valuable insights on driving innovation and growth. In our chat, David shares: - Key strategies for transforming accounting firms to thrive in a rapidly changing landscape. He stresses the importance of embracing new technologies like AI and getting educated on emerging tools. - How small business owners can leverage services like cash flow forecasting and profitability metrics. Understanding your numbers is critical! - Tips for managing healthy growth and setting your company up for an eventual exit. It's never too early to think about the future value of your business. - His perspective on remote work trends and best practices for creating a positive employee experience. And lots more! David is truly an engaging speaker with so much wisdom to offer. I encourage you to check out the full conversation. Connect with David on LinkedIn for ongoing accounting and tech thoughts: www.linkedin.com/in/davidhartley Let me know what you found most valuable! Looking forward to continuing the discussion.
Key Notes
- Master small business growth strategies and technology to propel your company forward.
- Optimize financial management for increased profitability and business value.
- Uncover the crucial importance of cash flow forecasting for sustainable success.
- Embrace and adapt to remote work trends for enhanced productivity and flexibility.
- Learn the art of building relationships in hybrid environments for a thriving business ecosystem.
Links
- https://anderscpa.com/team-member/david-e-hartley/
- https://www.linkedin.com/in/davehartley/
- https://podcasts.apple.com/us/podcast/id1611046443
Offer
David offers a Free consultation with Anders Virtual CFO
Meet David
David Hartley serves as the partner-in-charge of advisory at Anders CPAs + Advisors (Anders), showcasing his unique blend of technological expertise and CPA proficiency cultivated over his career spanning more than three decades. With a background in C-suite leadership and consulting with privately held enterprises, he specializes in helping middle-market businesses grow with a focus on innovation and technology.
Dave's cumulative experiences have seamlessly converged into his current role-architecting the CPA firm of the future at Anders. Within this capacity, he steers advisory practice, orchestrating strategic direction and propelling growth. Dave's previous role as a chief information officer (CIO) enables innovative use of technology to make businesses more successful. He frequently offers insightful contributions on LinkedIn, at industry conferences, and in popular publications.
