David Curran

Husband and Dad | Business Owner | CPA | Interested in Traveling, Hiking, Biking, Martial Arts, and Technology in Business.

[David Curran @Dcurran85]

@eglyman @jasononfirms have you seen this?

[David Curran @Dcurran85]

@suekhim Would love my soon to be 4th grade son to work on more Math skills

[David Curran @Dcurran85]

@patrickdichter

[David Curran @Dcurran85]

@tryjasononline Are you reading my mind rn

[David Curran @Dcurran85]

@tryjasononline Makes sense 👍👍

[David Curran @Dcurran85]

@tryjasononline great resource you put out to navigate firm tech stacks. 👍 have you seen firms (that run both tax and accounting services) use Keeper in addition to their primary PM? It seems there may be duplication on the process side and pull the CAS team away from the PM?

[David Curran @Dcurran85]

@tryjasononline Looking forward to it! Thanks for putting out these resources to our community.

[David Curran @Dcurran85]

@awilkinson @CeedarHQ @CeedarHQ are you doing any partnering with firms?

[David Curran @Dcurran85]

@awilkinson @CeedarHQ I run a tech forward accounting firm - I’d love an intro.

[David Curran @Dcurran85]

@luke_templin @CFOJosh Does your pricing move alongside revenue, or is that just your baseline for the initial engagement?

[David Curran @Dcurran85]

@wes_kao Great post - I hope you write more about this topic. Sometimes being strategic is not as far off (or big and airy) as it may seem. I want to teach my team about what you are describing here.

[David Curran @Dcurran85]

@patrickdichter That’s a great goal

[David Curran @Dcurran85]

@patrickdichter Yeah buddy!

[David Curran @Dcurran85]

@patrickdichter Your team rn

[David Curran @Dcurran85]

@bsuecannon Love it - you are spreading a great message!

[David Curran @Dcurran85]

@bsuecannon Appreciate your perspective! When I think about it, the list of returns that we can’t get a reasonable prediction for in Nov/Dec is low since we are mostly working with closely held businesses. My goal is going to be to drive a higher % of YE planning projects.

[David Curran @Dcurran85]

@bsuecannon Are you doing full extension calcs for all the returns you do mid-year? And if so, what expectations are you setting on info you are gathering for the extension calcs?

[David Curran @Dcurran85]

@davlam_ @luke_templin Just updated!