The IC-DISC Show

Ep042: Subscription CPA Success with Greg O'Brien



May 1st, 2023  •  1 hr 13 mins  •  Download (51.2 MB)  •  Link with Timestamp

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In today's episode of the IC-DISC podcast, I am talking to Greg O'Brien from Boston. Greg has one of the most interesting CPA practices I've ever seen. Not only is it a virtual firm with employees and clients located all over the country, but they serve clients on a subscription basis only.

We talked about how he ended up with this model and how it has evolved over time, based on both client and employee feedback.

Greg is a dynamic, forward-looking professional who is on the cutting edge of a new trend in the CPA profession.