UPCOMING TAX DEADLINE: SEPTEMBER 15, 2025   |

In today’s fast-paced and increasingly complex financial landscape, businesses are seeking innovative solutions to streamline operations and maintain financial health. One such solution that has gained significant traction is fractional controllership. Unlike traditional full-time controllers, fractional controllers provide businesses with high-level financial expertise on a part-time or as-needed basis. This model is proving to be the future of finance, offering businesses a more agile, cost-effective, and strategic approach to financial management.

Learn how the integration between Sage Intacct and BILL can help your business⁠:⁠ ⁠ – Improve financial reporting with Sage Intacct⁠ – Automate your AP process and payments with BILL⁠ – Save time and increase efficiency with seamless integration⁠

Gain insights into what DSOs look for when acquiring dental practices. Whether you're considering selling your practice or exploring opportunities with a DSO, this webinar is a must-attend! In this webinar, you'll learn: - The key factors DSOs consider when acquiring dental practices - Pros and cons of joining a DSO from the perspective of a dental practice owner - The impact of joining a DSO on practice autonomy and decision-making - Financial considerations and potential benefits for practice owners - How DSOs support practices with resources, marketing, and operational efficiency Speakers: Peter Yu, CEO & Founder of CPA by Choice Max Van Vilet, Vice President of Finance of Guardian Dentistry Partners

6 Questions with Peter Yu 🎥 Learn from our founder and CEO how CPA By Choice started and his vision for the next 20 years. Visit our website to learn more about us: CPAbyChoice.com

As your business grows and evolves, you may find that QuickBooks, while a popular and capable accounting software, might no longer meet all your needs. Learn the signs that indicate you've outgrown QuickBooks and may need to consider more robust accounting software.

Dental practices have several paths for growth and need to make key strategic decisions along the way in order to maximize the value of their practices. These decisions have implications for what financial strategies practices should follow and tools to invest in to support that growth. Learn what these growth options are and the financial considerations that go along with them. We also provide guidance on selecting the right financial operations tools that can help you lay a solid financial foundation as you scale.

Welcome to another episode of "Your Extraordinary Growth Podcast." In today's extraordinary growth episode, we have a special guest, Peter Yu, a certified public accountant with over two decades of experience in the field. Peter's journey is quite fascinating as he started his career as an auditor but eventually decided to start his own accounting firm. Through his expertise in providing CFO services, outsourced controllership, and tax planning, Peter has played a pivotal role in the success of numerous companies, guiding them through audits and even leading one company to a staggering $175 million sale. Join us as Peter shares his insights on the power of accounting, the future of his business, and the importance of strategic growth through acquisitions. Stay tuned for an enlightening conversation on this episode of Your Extraordinary Growth Podcast." 00:02:57 Started out as a consultant, grew a company. 00:06:55 Goal: Grow CPA by choice through acquisitions. 00:08:02 Higher revenue yields higher valuation in marketing. 00:13:37 Build business to sell, be prepared always. 00:17:01 Pay employees properly, commit to business success. 00:19:22 Partial practice acquisition with joint venture structure. 00:21:48 Marketing is hard but I love it. Primary Topic: Peter Yu's Career Journey - Peter's background as an auditor for Grant Thornton - The decision to leave accounting and pursue corporate law - Unexpected opportunity to provide consulting services as a controller - Starting his own business and providing outsourced controllership services - Hiring consultants instead of employees - Growth of his business over the past 20 years