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

Money Smarts Inc strive and specializes in small business accounting. Our success is measured by the success of the great company's we work with.

Direct download: 20191226_Russ_Cowan_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

Founder & Managing Tax Partner of PrietoDion Consulting Partners LLC, a State and Local Tax (SALT) consulting firm. A tax executive with over 25 years of professional tax experience, including "Big 4" public accounting and corporate experience. A CPA, with a Masters in Taxation, extensive and broad tax experience and leadership skills. A multi-faceted tax professional with knowledge in several areas of taxation and a subject matter expertise in State and Local Tax ("SALT").

Also a speaker, blogger, tax writer and columnist whose articles on technical tax developments have been published in the Journal of Accountancy, Journal of State Taxation, Bloomberg BNA’s Multistate Tax Report, IPT's Tax Report, and in other leading tax journals (See Publications section below). The author of "Minding Massachusetts", a quarterly column published by Tax Analysts in State Tax Notes. The creator/author/publisher of The State and Local Tax “Buzz” blog; the 'e-Commerce/Internet Sales Tax', 'Sales Tax for Foreign Sellers', and 'Massachusetts Sales Tax' blogger for, and a tax blogger for AllBusiness Experts.

SPECIALTIES: Multi-State Taxation | State & Local Tax ("SALT") | Corporate Income/Franchise | Sales & Use | State Payroll Withholding & Unemployment Insurance (UI) | Federal & State Employment Tax | e-Commerce Taxation | US State Taxation of International Companies

Direct download: 20191219_Sylvia_Dion_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

As a CPA, I’m passionate about developing creative strategies to reduce tax bills. And as a real estate investor, I’m passionate about building long-term wealth.

I’ve combined these two passions in my role as CEO of The Real Estate CPA ( Our team has significantly reduced tax bills for real estate investors across the globe.

We are dedicated to helping high net worth individuals and general partners in real estate syndicates and funds with reducing their tax bills and streamlining their accounting functions.

We leverage technology and develop automated solutions to give time back to our clients.

Check out The Real Estate CPA Podcast >>>

Direct download: 20191205__Brandon_Hall_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

Innovative digital marketing strategist.

I am dedicated to serving my clients in the highest capacity that I am able to by setting realistic expectations and delivering top tier results.

Expertise in digital marketing, Clickfunnels Certified Partner, Infusionsoft Certified Partner, conducting training seminars/webinars, sales coaching, along with implementing & supporting our top tier programs.

Direct download: 20191121_Tyler_Clark_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

I’m a recovering '9-to-5-cubicle-dwelling' accountant, indie maker, and new father.

Throughout my decade long accounting career, I’ve been reading and following the intersection of accounting, technology, and creating a better work/life balance.

As a result, I’m building, a job board featuring the best remote accounting jobs in the US.

Subscribe to my newsletter for my top tools, career advice, and job opportunities to help you build a remote and flexible accounting career that fits your life.

You can also find me on Twitter.

Direct download: 20191114_Jeff_Maddux_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

A highly accomplished and results-driven TOP EXECUTIVE, with extensive experience in sales, marketing, merchandising, finance, human resources, IT, operations analysis, strategic planning, and team leadership. Utilizes passionate communication skills to clearly convey messages to internal and external parties. Develops systems and methods to facilitate effective goal setting and execution. Directs multi-functional teams to ensure the attainment of established objectives. An integral leader who develops a clear vision to secure long-term organizational growth and success. Utilizes work expertise to serve as a board member of two non-profit organizations and as a volunteer mentor.

Specialties: Leadership Training, Leadership Coaching, Sales Training, Christian Volunteer, Non Profit Board of Directors

Direct download: 20191107_Len_Petracosta_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

In 20+ years working with people who run growing companies, I’ve documented how leaders’ roles need to change to meet the demands of a larger organization. This involves Leadership skills, Management techniques and Organizational structure.

CEO Boot Camp is a process to analyze about 35 different systems inside a company taking into account the maturity level of each system, it’s score against best practices, and ranking them based on whether they help or hinder the goals of the owners or investors.

For Companies and Divisions:
I bring the CEO Boot Camp on-site with a program adapted to your goals, stage of growth, and specific situation. I get input from employees then develop a customized approach based on your company objectives.

For Industry Groups and Conferences:
I bring a modified version of the CEO Boot Camp to your event as a keynote, break-out, half or all day session. The audience leaves with a greater understanding of the CEO function and a specific, personalized action plan to apply as soon as they leave the session.

For Economic Development Agencies, Co-Working, Accelerators & Incubators:
I bring a group workshop that meets every two weeks for four hours. In 5 sessions over 8 weeks, we cover most of the key systems growing companies need help with. We use case studies and examples from the group to move the companies forward. These workshops are best when the group is at a similar stage of growth: -Bootstrapped -Start-up -Scale up –Exit/Succession

Connect with me directly Since I'm on email more consistently. Free ebook at

Direct download: 20191024_John_Seiffer_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

A behavioral psychologist by training,an entrepreneur by nature,and a mentor by choice,Lee has a career that has taken him from a cushy perch as a nationally known researcher and author into the rough and tumble world of business start-ups and finally to a place where he can focus on the parts he loves best.

A natural strategist ,teacher and expert in high growth firms Lee loves to solve complicated business and marketing problems and help increase the impact of that most maligned character of all...the CEO.

Author,researcher,strategist,consultant,producer,teacher or coach are all roles that fit well.

Specialties: Strategy,marketing and branding for professional services firms.I'm especially interested in the challenges of accelerating and managing growth.

Direct download: 20191017_Lee_Fredrickson_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

Hi! I’m Ryan Lazanis. I’m a CPA by trade but definitely don’t consider myself a normal accountant. I identify more with being an entrepreneur and I love innovative technologies and disruptive business models. What I’m really passionate about is helping to modernize the old, archaic, traditional accounting firm model. After spending many years in public practice at a small CPA firm, I decided to start Xen Accounting in 2013. The firm was one of the first of its kind in Canada. 100% online, totally paperless, fully cloud-based & leveraging the latest technology to automate processes for the firm and its clients. The firm was comprised of a team of geeky CPA’s, bookkeepers and technologists. We looked at what millennials (employees and clients alike) hated from the traditional accounting firm and turned that on its head to offer a new service in the country.

After 5 short years, Xen Accounting was acquired by Equiom, an international corporate services firm, thanks in part to the tech-oriented, scalable model that had been created. On a personal level, in those 5 years, I also learned a heck of a lot about starting, crafting and running a modern, automated, online accounting firm that provided customers with an exceptional customer and experience and team members with a modern work environment.

Future Firm is an extension of my experience in the world of modern, technology-driven, forward-thinking accounting. With Future Firm, my aim is to help firms think about the future of their firm and to help them adopt a model that’s more geared towards the digital age. Something that’s more automated, more virtual, one that takes into account changing client expectations, is more visible online and caters to the upcoming millennial and Gen Z generations.

I also like writing & speaking on the subject of technology & accounting. I’ve been a writer for Techvibes, featured in international publications and have spoken at various events around the world.

Direct download: 20191003_Ryan_Lazanis_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

Certified Mastery Profit First Professional guiding entrepreneurs out of debt and into predictable, sustainable profitability so they can create the life they love.

I serve entrepreneurs and small business owners to grow their businesses, PROFITABLY. Traditionally accounting and bookkeeping services are transactional - do the books, prepare the taxes, etc. Numbers in, numbers out, and you pay a fee. But what about profit? What if at the end of the day, by working with your profit strategist, you actually fattened your wallet? My firm does just that.

We are Certified Mastery Level in the Profit First method, have direct hands-on experience increasing the profits for multiple businesses, and collaborate with other Profit First Specialists throughout the globe. What this means is we have the strategies to make your business more profitable than it has ever been before. And we are ready to do it for you starting now.

Direct download: 20190926_Lisa_Campbell_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

 Areas of Practice

  • Certified Public Accountant with 17 years tax experience
  • Certified Valuation analyst with 10 years experience in business valuation
  • Serves small businesses and individuals in the areas of taxation, business valuation, financial reporting and software support services

     •  Graduated Summa Cum Laude from Clarion University
     •  Received the Elijah Watt Sells certificate in recognition of
performance in the CPA exam

Direct download: 20190919_Frank_Stitely_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

Direct download: 20190912_Justin_Pulgrano_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

I look forward to meeting with clients to help them automate their small business bookkeeping so they we can focus on their financial strength. We review the financial statements to make them easier to understand, and take action steps together to achieve the owner's goals. Some want to grow the business, while others are ready to build an exit strategy. We help with all phases in-between, and with Rochelle's tax expertise we offer the full services that so many businesses need. What could you do with a CFO in your corner?

Direct download: 20190905_Susan_Wilson_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

Direct download: 20190829_Orin_Wilson_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

Direct download: 20180822_Michelle_Riffe_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

My name is Adrian Dayton. By day I am the Founder and CEO of Clearview Social, an app used by over 100 professional services firms to make it easier to get their team sharing on social.

I’m an internationally recognized speaker on social media and business development. I’ve trained over 15,000 professionals on LinkedIn, Twitter and effective blogging strategies. I’d love to help make your next Partner retreat, LinkedIn training, or offsite event a transformative experience.

Direct download: 20180815_Adrian_Dayton_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

G. Alan Long, CPA, CITP, CGMA, is the managing member of Baldwin. Alan received his accounting degree from Eastern Kentucky University in 1979 and was certified in 1981. His service to the profession includes  having been President and Secretary/Treasurer of the Kentucky Society of CPAs, chair of the Education Foundation of the KYCPA, a member of the Peer Review Board and Leadership Council of the AICPA, a member of the Auditing Standards Board of the AICPA, a member of the Compliance Assurance Committee for NASBA, as well as a member of the Kentucky State Board of Accountancy. Alan is an Instructor for Continuing Education Classes for the AICPA. He received the 2005 Distinguished Alumnus Award from the School of Business & Technology at Eastern Kentucky University.

Alan and his wife Teresa reside in Richmond, Ky.

Direct download: 20190808_Alan_Long_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

Louie made the leap towards entrepreneurship and started his own firm in January of 2016. Louie's firm primarily works with individuals and small to medium sized business owners nationwide, where he helps business owners and individuals get in control of their finances and taxes. Louie has been able to utilize social media to build his business and is now starting to teach aspiring business owners and entrepreneurs how to build and grow their own business. Louie has 6 years of experience working as an accountant in both the public and private sector.

Louie resides in Bellflower, CA, with his wife, Miranda, and his three dogs. In his free time he coaches the JV football team at Valley Christian High School, in Cerritos, CA.

Feel free to reach out to me here on LinkedIn or at 714-440-4839.

Direct download: 20190704_Louie_Vazquez_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

Aside from being a partner at L&H, Kyle is also the owner of Atlas Wealth Advisors where also provides clients with a comprehensive roadmap to meet their financial goals. He spends a considerable about of time on continuing education, attaining advanced designations from The Booth School of Business in Chicago and The Wharton School of Business in Pennsylvania. In addition to writing The Personal CFO, Kyle has been featured in the following:

He’s also been interviewed on Fox News & NBC. An endless passion for entrepreneurship and helping others understand finance guides Kyle’s days, but the reason behind it all centers around maintaining and creating the best possible world for his three favorite girls ever: his wife, Jennifer and his daughters, Olivia & Claire. When he’s not spending time with his family or working, Kyle spends a fair amount of time hunting for spicy salsa around town and reading.

Direct download: 20190725_Kyle_Walters_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

Steven Brewer & Company, CPAs, PC is a full service accounting and consulting firm. We cater to a wide variety of clients ranging from individuals to medium-sized corporations. We specialize in retirement planning, business consulting, investments, estates and trusts, and personal financial planning. In addition to our specialty areas, we also provide tax and accounting services, including tax planning and tax return preparation, payroll services, business advisory, bookkeeping and financial statements.

Direct download: 20190718_Steven_Brewer_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

Jody Grunden is the managing member of Summit CPA Group. Jody focuses his attentions primarily on Virtual CFO Services. Jody meets with business owners on a weekly basis to assist them with Cash Flow Management, Forecasting, Budgeting, Debt Restructuring, Cost Accounting, and Cutting Edge Tax Planning. Jody takes great pride in helping business owner strive in all economic conditions. He strongly believes that a well run company will excel in both a good and bad economy. Jody began developing his extensive background in accounting and tax by bringing together his experiences in both corporate and public accounting. Jody is also the author of Digital Dollars and Cents. Over 20 years of experience. Jody is a member in good standing of both the American Institute of Certified Public Accountants and the Indiana CPA Society. Jody has a well-rounded professional background with experience in both public and corporate accounting. He developed a broad base knowledge at two regional accounting firms: (1) Crowe Chizek and Company and (2) Geo S. Olive (now BKD). His public accounting background was further enhanced with his corporate experience. Jody worked as the tax manager for a $250 million international, multi-state, manufacturing company, Rea Magnet Wire Company, Inc. While at Rea Magnet Wire Company, Jody stood before the Taxation and Revenue Department of the State of New Mexico and won an appeal for a $300,000 Investment Credit that was earlier denied by the department. The appeal was a Published Decision.

Direct download: 20190711_Jody_Grunden_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

I started in accounting back in 1991, when it just kind of found me. I continued working for other companies for quite a few years, keeping records, preparing reports, payroll (you know, all the fun stuff), but also helping develop new policies, procedures and software implementations. I took night classes at SAIT, going for my Diploma in Business Administration with an Accounting major, where I graduated with honors in 2008.

I established Bottom Line Bookkeeping a year later, giving me a place where I could work towards my personal vision of how bookkeeping should be done. I've always been a bit of a technology junkie, always wanting the latest and greatest, and I could really see the potential for technology to change the way bookkeeping and accounting were approached.

What I love best about this field is solving problems for my clients. I believe in a transparent, collaborative approach to accounting, which helps me identify individual problems they're facing and work together to find a solution.

Where old school accounting really just comes down to recording history, I try to take a more proactive approach, working closely with clients to develop complete business solutions.

Making it easy for clients to "set it and forget it" allows them to focus on what they do best, while I do what I do best.

Direct download: 20190704_Diana_Stefanyshin_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

I head up all of our customer facing efforts here at Jetpack Workflow and oversee our Success and Support Teams.

We work with thousands of customers in 18+ countries and I love every one of them.

I'm passionate about building long term relationships, solving problems, and bringing value to the world.

Direct download: 20190627_John_Bowman_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

Work Smarter, Make More Money, & Take More Quality Time Off with Chuck Bauer’s business consulting and sales training! Companies and businesses from a variety of industries benefit from his business consulting, sales management consulting, individual sales coaching & sales tune ups drawn.

Direct download: 20190620_Chuck_Bauer_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

I use Quickbooks Online and apps to give you real time data. Hand your books over to me with ease, knowing I will take care of your books with skill and confidence. I come equipped with custom apps that will save you so much time - it’s as easy as taking a picture! I work with everyone from small business owners to large organizations. Call or email me for more information on the bookkeeping services I can offer your business.

Direct download: 20190613_Lisa_Channell_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

Renee is the CEO of AdminBooks and she received her bachelor’s degree from San Jose State University in 1989.
She is an Enrolled Agent tax preparer, enrolled to represent tax payers before the IRS. With this license, she uniquely brings peace to her clients by helping them with all the aspects of running a business.
Renee is also an Advanced QuickBooks Online Consultant with Intuit, named top 200 Proadvisor in 2017 (top 1% in her field) and is a member of the Intuit Trainer/Writer Network.
Renee has corporate financial management experience dating back to 1995 and is passionate about equipping business owners with the tools they need to run their business simply and efficiently.
Renee is also the author of “Your Financial Flight Plan: Pilot Your Business to Profitability.” In her book, she demonstrates in a creative way the reasons why every business owner needs to be a better manager of his or her business. She also provides examples of how owners can be successful. End-of-the-chapter questions motivate the readers to make any necessary changes to improve business.
Born and raised in California and happily married since 1990, Renee is the mother of two sons. She lives her life with purpose and thrives on helping her clients do so as well.
Contact Renee at: | 408.782.9640
Direct download: 20190606_Renee_Daggat_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

Are you looking for a trusted and reliable financial team who care about you, your business, and your vision for your business?

I help owners of modern service-based companies to free themselves from the hassle of dealing with the numbers side of their business. My services include:
♦ Cloud accounting and bookkeeping using QuickBooks Online
♦ QuickBooks Online set up and conversions
♦ Regular QuickBooks checkups
♦ QuickBooks cleanup (from small to colossal)

♦ Modern service-based companies
♦ Creative and innovative businesses
♦ Veterinarians

♦ Do you want to free up your time and stop worrying about your business so you can do what you love?
♦ Do you want to work with highly qualified, trusted, and dedicated professionals dedicated to your success?
♦ Do you value working with an expert?

Let's talk. If you're unhappy with your current accounting pro or if you're ready to let experts handle your financial management. We are a trusted and reliable team of experts with a proven track record.
Schedule a free discovery session at ♦ ♦

After losing two jobs to the great recession, I started my professional services company in 2010 from nothing - no clients and no employees. I read the book "The E-myth Revisited" and realized that I am an entrepreneur and I never looked back. I set out to reinvent the traditional accounting firm and to redefine the role of the accountant. I focus on listening to my clients and with improving their business lives so they can focus on their passion.

Direct download: 20190530_Veronica_Wasek_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

Hey Real Estate Professionals,

Are you ever surprised by the amount of taxes that you owe at the end of the year?

Do you ever wonder about the true profitability of your business?

I have worked with many agents and brokers who have asked these same questions and have built solutions that cater to each specific situation.

If you are interested in hearing more about how my services can take your business to the next level, I would love to jump on a quick call with you and talk about your situation.

To schedule a FREE Strategy Call with me, check out my website at or please email me at

Instagram: @stevengabrielsen

Direct download: 20190523_Steven_Gabrielsen_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

What is Profit First Professionals (PFP)?

An exclusive hand-picked community of accounting and business professionals who are using the Profit First methodology to help their clients build highly profitable businesses using a consultative approach
What are the Key Benefits?
Easily attract higher quality clients who are searching for quality professionals to provide premium level business services
Finally switch from a time-for-money pricing structure to highly profitable value-based packages so you can stop working harder (and love what you do even more)!
Get nuts-and-bolts specifics on how to focus on high-value business services (and less on typical tax compliance and bookkeeping only)

Gain more confidence and skills knowing that you’re on the leading edge of a major shift in our industry where you can reach your financial goals (and beyond), and help your clients thrive in the process

Direct download: 20190516_Ron_Saharyan_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

I founded Automated Accounting Services (AAS) to provide small-business owners an outsourced bookkeeping and payroll solution and to provide advisory services. My firm is cloud based which allows my clients to access their financial data virtually anywhere and I provide them insight to keep their business running successfully.

We’re involved, engaged and devoted to a client-experience that revolves around meeting small-business goals with technology based financial solutions.

Direct download: 20190509_Monique_Swansen_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

Our passion is creating calm & clarity for business owners & their finances. We know you didn't get into business to do bookkeeping but we did!

Direct download: 20190502_Kelly_Christian_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

Attention Small & Medium Businesses and Accounting Firms!

I WOULD LOVE TO INTRODUCE YOU TO CLOUD FINANCIAL TECHNOLOGY (CFT) to your accounting clients, your small or medium business, or your employees!
LOVE TO! Not like to, love to.
WHEN I EDUCATE PEOPLE about cloud accounting options, it's always rewarding. For me, for you, for your business and clients.
I AM FRIENDS with many great cloud programs and they are cool and fun. Granted it's fun in an accounting sort of way. Not an intro'ing people to a new craft beer kind of fun, but a "going to make your business run tickyity-boo" kind of fun.
CALMWATERS (aka me) wants to help you and your company learn more about what's out there, what it can do for SMBs and how it can help your accounting clients.
And then I WANT TO MAKE THE CONVERSION PROCESS for you and your business seamless and painless. I will educate all of you on how to get the most out of this great CloudFinTech. I know what programs help with all varieties of small/medium business accounting needs. I know how to implement and use these programs. And I love to impart that knowledge.
Of implementation, of conversion, of fear of new ways of accounting, f finding the time and energy to transition businesses, of those first few weeks of using the new programs.
CALMWATERS knows the beauty and the limitations of CloudFinTech. I won't convert a file if it's not going suit a client. I will be upfront about who isn't going to have a good experience with CFT. And I will let you know who should get on with it now, like NOW.
I understand each program's limitations and best fits.
I will impart best practices to make the experience smooth.
I know the tricks and tips.
I know how these programs get along with each other and why you will love apps with accounting programs.

So GET ON WITH IT. Call or email me and let's talk about CloudFinTech.

Direct download: 20190314_Kellie_Parks_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 12:00pm EDT

Managing Director of Advisory Services at WithumSmith+Brown. Frequent speaker on everything technology! Author of many articles related to CPA Firm technologies. Member of AICPA. Member of NJSCPA. Past member of AICPA Coucil and AICPA Board of Directors. Past Chair of the AICPA Tech+ Conference and AICPA CITP Credential Committee. Current Chair of AICPA ENGAGE. Past President of the NJSCPA. Licensed CPA in NJ, NY and NC.

Specialties: CITP, CPA, CFF, Technology, Internal Technology, IT, CGMA, IFRS, SOC1, SOC2, SOC3

Direct download: 20190307_Jim_Bourke_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

Direct download: 20190228_Jeff_Borschowa_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

CPA with 18 plus years experience in helping businesses and individuals in a variety of capacities from tax and accounting compliance to overall business advisory services for small to medium size businesses.

Clients include businesses in construction, food service, IT Consulting, manufacturing, medical, real estate. and retail.

Direct download: 20190221_Vince_Porter_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

For years, I've taught CPAs how to double their income in 12 months using advanced tax reduction strategies. We focus on saving affluent business owners more money and they love working with Certified Tax Planners. Through the nonprofit org, the AICTP, we’ve licensed over 600 tax pros & most have more than doubled profits by using these skills.
Are You A CPA Or Enrolled Agent Who:
✪ Wants to deliver the most value & service to clients?
✪ Is ready to take your business to the next level & leave the status quo?
✪ Is willing to learn a new way of working that creates more free time?
✪ Is ready to increase your profits without increasing your workload?
I’ve helped hundreds of our members save their clients millions and earn thousands per hour by doing business a different way.
As a CPA myself, I know how HARD it is make worthwhile income. It’s time to STOP Working Hard & Start Working SMART.
At AICTPC, we provide hands-on training, proven systems, tools, support, and the Certified Tax Planner (CTP) designation. When graduates achieve their tax planning credential, the designation conveys their unique expertise in tax planning.
☞Message Me To Learn More!
Email me:

Direct download: 20190214_Dominique_Molina_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

I own a CPA firm working virtually, and focused on various vertical niches, such as design, web, agency niches, and Crossfit Box owners. I facilitate transformation in people's firms, agencies, and companies.

I also consult with CPA firms that are looking to grow, change, and build teams.

I do regular business coaching with my clients, and perform live onsite retreats as well.

I speak and write too.

Direct download: 20190207_Jason_Blumer_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

Work Smarter, Make More Money, & Take More Quality Time Off with Chuck Bauer’s business consulting and sales training!

Companies and businesses from a variety of industries benefit from his business consulting, sales management consulting, individual sales coaching & sales tune ups drawn from over 3000+ LIVE sales training experiences. He has personally coached on 1000s of transactional/non-transactional sales processes all the way up to multi-million dollar international sales deals.

Utilize his experience to GET INSTANT RESULTS for your business, sales team, or company! Call 855-740-SELL or email Chuck at

Chuck is a highly sought after Speaker and a member of the National Speakers Association. His information is widely published in many print and internet-based publications. A licensed instrument-rated private pilot, certified open water scuba diver, disciplined body builder, and Bikram yoga practitioner, Chuck lives in Dallas, Texas.

Business Consulting
Business Seminars
Sales Seminars
Sales Coaching
Sales Management Consulting
LIVE Sales Tune Ups
Sales Mastery - Published by Wiley

Professional Affiliations:

IIAT - Independent Insurance Agents of Texas
PASBA - Professional Association of Small Business Accountants
CFG - Collective Financial Group
NTRCA - North Texas Roofing & Contractors Association

Direct download: 20190131_Chuck_Bauer_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

Roger Knecht is President of Universal Accounting Center. Since 1979 they’ve worked to help accounting professionals excel in their careers. As a post-secondary school they’ve trained and certified individuals in accounting, bookkeeping, tax and consultative skills to help them get paid what they are worth.

Helping accounting professionals have the premier accounting service in their area offering quality value added services with confidence and competence.

Roger is a strategic business development leader helping business owners establish short & long-range goals, strategies, plans and policies to increase sales, improve profits and build the value of the business. He enjoys working with business owners to increase the financial value of the company using proven strategies, processes and procedures to:
* Engage & Manifest – Becoming the leader the business needs
* Understand Accounting - Timely information to intelligently run the business
* Increase Sales - Follow a proven sales process
* Improve Profit - Nine Principles for Profitability putting Profit First
* Build the Value of the Business - 8 Key Drivers in Business

Business Coach

Professional Speaker & Trainer

Additionally working to help accounting professionals become Profit & Growth Experts for their employers and business clients as certified professionals & value builder providers.

Direct download: 20190124_Roger_Knecht_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

Bookkeeper specializing in QuickBooks Online with over 10 years experience. Strong focus on creating processes & systems! I specialize in creating a process that will make the financial side of your business less intimidating. Using technology to streamline process and save time is what we do best!

We cater to entrepreneurs and small businesses. Services include (but are not limited to) all aspects of virtual bookkeeping including Accounts Payable/Receivables, budgeting, payroll, app integration, and bank reconciliations. We offer QuickBooks consulting, maintenance/setup, cleanup, and more.

Advanced Certified in QuickBooks Online
Core Certified QuickBooks Pro
Veem Multi-National Partner
TSheets Certified
HubDoc Certified
Gusto Bronze Partner
ReceiptBank Partner

Direct download: 20190110_Kelly_Gonslaves_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT