Today we welcome Breanne Mode on the podcast. Breanne is the Director of Client Accounting and Advisory Services (CAAS) at Cbiz.

After a visit to a QuickBooks Connect conference in San Jose, CA, Breanne decided that her flight back was a networking opportunity, instead of her typical relaxation time. Of course, this happened to be the plane ride where taking out her headphones led to a great opportunity for her and her business.

As she sat next to Greg Landers, Managing Director of Cbiz, they built a business relationship that ultimately led Greg to ask Breanne to be his right hand person. Brennane had built a very foundational practice in the interim with 3 employees and approximately $500k in revenue.

After ironing out some M&A-like details, Brenanne joined the Cbiz team as their Director of CAAS and set the table for our conversation today.

• Today we sat down with a special guest, Don Emery. Don is the General Manager of Doc.It and has been with them for over 10 years. Doc.It was acquired by Iris in 2021. On our show we’ll cover: 

• Transition of going from a paper-based to paperless practice 

• Consolidation and build outs across the industry 

• Talent, team management, retention & much more