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

August 2016
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Thu, 25 August 2016

How to Find the Right App for Automation, Productivity, and Profitability with Heather Pranitis

on Heather from:

https://www.linkedin.com/in/heatherpranitis

Hi, I’m Heather. I have 20 years of experience managing and advising businesses across many industries (IT, law and fitness, to name a few.) In my current role as owner/operator of Number Nerd Bookkeeping Solutions, I help individuals and small businesses get their numbers in order through financial auditing, analysis and planning, and I’m particularly skilled at taking your unorganized data and presenting it in an easily digestible way. I always speak in plain language, have an eye for detail, and a knack for teaching others to develop good accounting habits.

Number Nerds is a full-service bookkeeping firm based out of Surprise, Arizona but serving clients around the world. Owned and operated by experienced bookkeeper and financial consultant Heather Pranitis, Number Nerds specializes in getting clients' numbers in order through financial auditing, analysis and planning. When working with Number Nerds you can expect customized solutions to your specific bookkeeping challenges, easy-to-read financial reports and answers to all your tough finance-related questions, in plain language. Number Nerds staff have worked with companies of every size and from many different industries to improve their bookkeeping process develop good accounting habits.

Direct download: Heather_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 7:41am EST

Thu, 11 August 2016

Grow your firm without the capital risk with Richard Wortmann

Richard founded the firm in late 2009. He has over 20 years of experience servicing organizations ranging from small closely held businesses to large Public Companies. Industries have included manufacturing, real estate, construction, non-profit, retail, employee benefit plans, local governments, automotive, education, health care, broker-dealers and professional organizations. Richard has served clients both domestically and internationally.

Richard received a Bachelor of Science degree in Accounting from Drexel University in 1987 and is certified in the Commonwealth of Pennsylvania.

Richard is active in the local community and has served on the Board of Kendal Crosslands Communities for 10 years. He is currently the Clerk (Chair) of the Board of Directors.

Affiliations:

American Institute of Certified Public Accountants (AICPA) – serving on their National Peer Review Committee.
Pennsylvania Institute of Certified Public Accountants (PICPA) – serving on the Peer Review Committee as well as the Accounting and Auditing Procedures Committee. He is also a frequent author of the PICPA Journal on accounting and auditing topics.
Member of PrimeGlobal – serving as vice-chair of their Peer Review Committee and an annual presenter at their Business Assurance Conference.
Fellow of the American Board of Forensic Accountants.

Direct download: Richard_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 7:49am EST

Thu, 4 August 2016

How to Handle the Top 4 Sales Objections & Close More Clients

On Martin Bissett

Having spent a little under 17 years working with accounting firms across the UK to grow their firms by pro-actively winning new Grade A clients , launching USP was designed to be a departure into the education sector in order to assist business students and young professionals to develop the skill set,confidence and commercial awareness they need to achieve their career goals and exceed the expectations of their current and future employers.

Increasingly this work found a home in the accounting profession as firms looked towards developing their next generation of practice leaders and trainee recruits.

These worlds have now collided allowing USP to develop training, consulting, coaching and research content, often in business development disciplines; to empower both accounting educators and commercial firms to understand each other's needs and develop their CPD for emerging and future leaders accordingly.

Direct download: MartinBissetFinal.m4a
Category:Accounting -- posted at: 7:54am EST