Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

On Dustin: 


"The pioneer and industry expert in applying Lean Six Sigma, Project Management and Constraint Management principles within public accounting firms.

Providing expert Master Black Belt consultation to professional service and transactional processes as well as to small and mid-size manufacturers. I focus on applying practical concepts with a plan that is uniquely customized to each organization. Real process change happens when you have a combination of the right tools, with the right faciliation and team leadership, utilizing practical improvement ideas. This helps to ensure more complete and timely buy in within the business to process changes.

Specialties:Uniquely applying the concepts of Lean Six Sigma, Project Management and Constraint Management within professional service organizations. I help public accounting firms and other professional service organizations go beyond traditional productivity initiatives to drive real and lasting process changes to the organization. The innovative approach of Flowtivity helps free you from sub-optimal process changes in the past."

Direct download: Dustin_Hostetler_full_interview.m4a
Category:Accounting -- posted at: 10:39am EDT

Director of Technology & Marketing

HPC Accounting & Tax
July 2015 – Present (3 months)Greater Los Angeles Area

Design and implementation of accounting technology solutions internally and for clients. Putting that knowledge to good use marketing HPC's wide range of cloud solutions.

Co-Founder & CEO

Cloudsourced Accounting LLC
January 2013 – June 2015 (2 years 6 months)Greater Los Angeles Area

Grew an online bookkeeping and cloud integration firm from scratch to serve hundreds of customers all over the country in under three years. Went from zero to a dozen team members spread over four states. Cloudsourced Accounting was acquired by Harshman Phillips & Company (HPC) in July of 2015

Direct download: BlakeOliverFinal.m4a
Category:Accounting,accountant,CPA -- posted at: 5:06pm EDT

From Mike's Linkedin::: 

A CPA and CVA (Certified Valuation Analyst) who specializes in the area of dental and other healthcare entities.

I work primarily with privately owned practices and individuals and strive to become their most trusted financial advisor. We take a long-term approach to dealing with clients by billing them a flat monthly rate and often investing time over and above our agreements when clients need big things accomplished. We have the flexibility that many of our larger competitors don't have.

Direct download: MikeBarkFullInterview.m4a
Category:Accounting,accountant,CPA -- posted at: 11:36am EDT

Carrie is a founding shareholder and President of The Whetstone Group, Inc. Since 2000 Whetstone has provided growth consulting services to hundreds of CPA firms, professional service firms, and companies in business-to-business markets nationwide. She has nearly 20 years of professional services marketing experience.

Carrie helps clients:

  • Determine how to best organize for growth and build a sustainable growth culture.
  • Develop comprehensive growth plans, providing ongoing support and consultation.
  • Establish accountability for business development and meet their revenue goals.
  • Implement follow-up strategies to help manage the sales process with prospective clients and maximize their ROI on marketing.


She is also a skilled trainer and provides group sales training as well as one-on-one coaching that enables attendees to better understand the sales cycle and develop the personal skills necessary to close sales. Firm leaders, practitioners, marketing professionals benefit from her knowledge and dynamic approach.

Before joining Whetstone, Carrie was an in-house marketing director in the national marketing office of RSM McGladrey, Inc.

Carrie has presented for the AICPA, the Association for Accounting Marketing's (AAM) Annual Summit, the Indiana CPA Society, DFK USA's Annual Growth Summit, Moore Stephens North America, MSI Global Alliance's International Managing Partner Conference, BKR's Annual Marketing Meeting, PKF North America and The International Group of Accounting Firms (IGAF). She has been published in the AAM's MarkeTrendsThe Journal of Accounting Marketing and the CPA Practice Management Forum.

Carrie is also a member of the CPA Consultants' Alliance (CPACA), a working group of thought leaders united in their efforts to further leadership within the CPA profession. Through collaboration, the CPACA offers deliverables and solutions CPA firms can use to advance leadership in their firm. She has also served on the AAM's Board of Directors as well as Chair of AAM's Education Committee.

Direct download: CarrieSteffenInterview.m4a
Category:general -- posted at: 11:41am EDT