The Brain Trust
Future of Accounting Partner Program
Helping innovative companies become trusted partners in the accounting profession.
The Brain Trust is an invitation-only community for a small group of companies making a positive impact on the accounting profession. I use my platform, network, and voice to help them build stronger relationships, greater visibility, and deeper trust across the industry.
Why it works
Through The Unique CPA podcast, the Bridging the Gap conference, and years spent on stages and in firms across the country, I've earned the trust of firm leaders. That includes many of the Top 500 firms, hundreds of progressive regional and local firms, CPA societies, national associations, industry media, and technology leaders. That trust is really the asset I bring to the table.
What partners get
Strategic guidance. Real-time insight into what firms are thinking about growth, talent, culture, AI, and where the profession is headed.
Industry relationships. Warm introductions to firm leaders, association executives, state society heads, media, and fellow innovators.
Visibility. Presence on my platform and at industry events, where firms are already listening.
Credibility. Association with a name, a mission, and a community the profession trusts.
Founding Partners
Cloud Accountant Staffing
Helping accounting firms find and hire great people. Built by a firm owner who lived the talent problem firsthand.
Human at Scale
The operations agency for accounting firms. Human at Scale installs the systems, processes, and operating rhythm that let a firm scale without the owner becoming the bottleneck.
Tri-Merit
A specialty tax firm helping CPAs and their clients capture tax credits and incentives, including R&D credits, cost segregation, and energy efficiency incentives.