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

David Cristello, Founder & CEO of Jetpack Workflow and host of the Growing Your Firm Podcast, offers observations of 2020 and predictions for how best to prepare for 2021 as an accounting firm owner.

In 2021, these are the 3 main buckets for industry-leading accounting firm owners to secure for a great year:

  1. Secure a margin of safety for your firm.
  2. Secure opportunities to serve existing and new clients.
  3. Secure your own wellness and goals.

Read the full summary on our blog at

Direct download: End_of_year_recap.m4a
Category:general -- posted at: 5:00am EDT

★ Featured in the Wall Street Journal, Barron's, The New York Times, TEDx, Vistage, Inc. & Thrive Global ★

✔ Are you a driven and/or restless professional who wants to achieve without all the associated anxiety?
✔ Do you feel stuck in a pattern of behavior, leading you to ask yourself “Why do I keep doing that?”
✔ Are you a Financial Advisor, or an Executive in the Hospitality, Customer Service or the Manufacturing Industries?

I help driven and restless professionals and executives become more effective leaders by unveiling their blind spots and discovering why they keep making the same (bad) choices. How? By showing them how to improve their Judgment Quotient (JQ)® — and make choices that are aligned with their values and goals, instead of working against them.

"If you help them see it and feel it, they will fix it."

★ Want to Learn How ★
Please contact me at or 412-301-5123. For more information visit or

★ What Clients Say ★
“Krishna explained many hurdles in ways I could understand in order to better work with them. He put faces on these issues that I saw popping up in my life. Once I could SEE these issues and face them, look them in the eyes, I was able to recognize that these animals did not have to run my life.” Vivian Lee Croft

“Krishna’s disposition and clarity help the young managers find the right direction like Moses pointing to the promise land yet his approach feels like the gentle tug from a father’s kind words to a son. That’s a special gift in my opinion. I listen to the folks he is mentoring and hear a difference in their answers. It’s maturity I hear. That’s change worthy of investing in.” Jim Keene, Founder & CEO of KEENE Building

★ Specialties Include ★
✔The ABCDs of Judgment - Judgment Quotient (JQ)® ✔ Choice-making vs Decision-making ✔ Operating in the AlphaZone ✔ Playful Mindfulness ✔Raising Self-Awareness Beyond EQ ✔2 Days at a Time ✔EAT Well!

Direct download: 2020-12-10_Interview_Krishna_Pendyala_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

Jackie Meyer, CPA, CTC is President and Founder of Meyer Tax Consulting LLC, in Southlake, Texas. Her team works with executives on strategic tax planning. With her team working completely virtual across the state of Texas, the firm stays on the cutting edge of technology working closely with industry leaders on innovative products and offerings.

Jackie began her career in finance while obtaining a BS in Finance at UT Arlington. After realizing a zeal for taxes, she began working at Deloitte Tax while pursuing a MSA at Southern Methodist University. Her passion to combine technology with unparalleled client service came to light at age 27 as one of the youngest female CPA firm owners. At the same time, Jackie became a best practice consultant at conferences and accounting firms across the nation.

Wanting to harvest drive and opportunity for others, she works with local nonprofits to mentor those less fortunate in their education, career, and business ventures. Jackie also has two young children and and loving husband, Mark, with whom she attends Gateway church and explores other cultures and the world with.

Specialties include concierge CPA services for family offices, entity planning and selection, IRS representation, Multi-State investments, TX Margin Tax, and Oil & Gas accounting. She has a passion for taxes and educating the public on their rights. Going green with latest technologies and a paperless office, our clients range from Dallas locals to international remote businesses.

Request a complimentary consultation on our website, e-mailing, or calling 888-272-1258.

Strengthsfinder 2.0 - Futuristic, Achiever, Learner, Input, and Focus

My personality types are DISC D (Captain), Myers-Briggs INTJ, and Enneagram 8. I tend to work methodically, but aggressively towards goals with a strong preference for efficiency. I'm most energized by competition & winning, professional growth, and leading the group. See my full personality profile here:

Direct download: 2020-12-03_Interview_Jackie_Meyer_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

Shawnna Weber is the host of Faces of Finance Podcast and the CEO of Edgewood Business Solutions, a business consulting, accounting, and bookkeeping firm that challenges the traditional transactional model of financial management. She founded this company in 2011  with the goal of developing a long-lasting consultative relationship with clients that allows them to decrease their expenses while driving profitability. 

Shawnna and her team have managed over $60 million in assets across their client base and negotiated and implemented strategy, saving companies over $1 million over the past six years.

Direct download: 2020-11-26_Interview_Shawnna_Weber_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

Are you looking for an accountant who genuinely cares about you and the success of your business?

I help entrepreneurs with growing businesses develop and maintain the right financial systems and strategies that release them from the burden of handling the numbers side of their business while showing them how to maximize profit and minimize taxes. At a high level, my services include:
-Clean-Up - sometimes you don't always get off on the right foot when it comes to the financial side of your business. Here we help clean up any mess and set your systems up the right way going forward
-Stabilize - once things are cleaned up and functioning properly, we will serve as an attachment to your team, virtually handling the numbers side of your business and providing meaningful financials that help you, not confuse you
-Advise - once your business hits a certain size, you need more than just a team of accountants giving you the right numbers. You need an outsourced CFO to help you understand everything and give expert guidance.
-Tax Planning - while having a big fat profit is nice, most business owners (myself included) hate to share a rather large portion of that with Uncle Sam. We help you proactively create strategies that minimize your tax burden while helping reach your financial goals

-Service-based businesses
-Specialty trade contractors

Want to get a better idea of who an ideal fit for us would be? Check out the "Who is a Client?" page on our website:

-Do you want to stop wasting time and emotional bandwidth worrying about the financial side of your business, so you can get back to being the Owner, CEO, Bossman/Bosslady you always dreamed of being in your business?
-Do you want someone in your corner who genuinely cares for you and your business and has got your back?

Let's chat! Schedule a free discovery session with me at the link below to learn more:

Direct download: 2020-11-26_Interview_Brady_Meaux_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

I love working with great people to pull off improbable outcomes with limited resources. 

Direct download: 2020-11-12_Interview_Yoseph_West_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

I help right-brained business owners get at-a-glance financial clarity without spreadsheets using the Profit First cash management system.

If you don’t understand your finances, things can go very wrong. You might miss out on opportunities because you aren’t sure you can afford them, you might overpay or underpay your taxes, or you might just plain run out of money before you even notice a problem.

With our proprietary system, we educate and empower you to understand your bookkeeping reports and your business cash flow to guarantee profitability.

Go back to doing what you love in your business and kick back knowing you’ve handled the money stuff like the CEO that you are.

Whether you need a bookkeeper, have a bookkeeper, or ARE the bookkeeper - I can help.

Unlike many business consultants, I am not a corporate-world escapee. I know how small business works because I am a small business. Together, we will organize your systems so they make sense to YOU, not just your accountant. You will feel empowered by your new understanding of the way it all works, whether you choose to do the work yourself or outsource.

Once you have clean books, we then look at how to turn the numbers to actionable information. Even if you are terrified of numbers or have mountains of debt.

I believe in a collaborative approach. I believe in empowerment, proactive communication, and mutual respect to achieve your goals.

"I just did my Profit First allocations for the second month in a row! It is so cool to see the money building up in my tax, profit, operating expenses, and owner’s pay bank accounts. Doing the allocations month by month is much less intimidating to me now … I am really loving this!" – Linda Secondari, Creative Director & Principal of Studiolo Secondari

“Ean doesn't mess around with bookkeeping. Like her company name, she's fulla MOXIE. Which is nice, considering that bookkeepers are a dry, papery bunch. Not Ean. She tells it like it is, with humor and creativity.” - Matt Levy, Partner at Levy's Unique New York!

“Ean is well-versed in Quickbooks and bookkeeping practices. She is passionate about teaching entrepreneurs and small businesses. Her patience and willingness to share her time and experience have been priceless and I recommend her highly.”
- Patricia Warner, Executive Coach at Columbia University

Go to to schedule a session to talk about your needs and goals.


Direct download: 2020-11-05_Interview_Ean_Price_Murphy_Final.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

CEO of award winning Xero bookkeeping and financial reporting firm Bean Ninjas. We take the stress out of managing business finances, so entrepreneurs have the freedom to live happy, healthy, productive lives. We love working with COACHES, BLOGGERS, ECOMMERCE AND SERVICE BUSINESSES.

Direct download: 2020-10-29_Interview_Meryl_Johnston_Final.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

"Hood uniquely combines three vital traits: He sees the future of the profession clearly; he discovers or creates supremely practical ways to move the profession toward that future; and he generates tremendous enthusiasm for the move in everyone he meets.” - Accounting Today Magazine

Tom is one of the most influential leaders in the Accounting Profession. In 2018 he was named the Second Most Influential Person in Accounting for the sixth year by Accounting Today Magazine (His fourteenth year on the Top 100). He was one of the first five thought leaders inducted into the Accounting Hall of Fame (2015) by CPA Practice Advisor.

Linked-in recruited Tom as one of their Top 100 Influencers and he was named to the Top 25 Influencers in Learning by HR Examiner. He is known for his prolific digital footprint and now has over 780,000 followers on Linked-in, Twitter and other social accounts.

Tom is on a mission to help CPAs, Finance and Accounting Professionals thrive in these times of exponential change. He firmly believes that what got us here, won’t get us there as the Profession faces unprecedented changes and opportunities.

Tom's recognition and awards reflect his leadership in helping CPAs be more #FutureReady through his work at the Maryland Association of CPAs and the Business Learning Institute (BLI), a center for the development of leadership, strategic thinking, and collaboration skills for CPAs. BLI has a catalog of over 600 programs and 30 ‘top gun’ instructors who provide state of the art learning and curriculum for the Top 500 CPA Firms, Fortune 500 corporations, non-profits, State CPA Societies and even internationally.

He is a graduate of Loyola College (B.A. in Accounting) and has a Master’s in Finance (Real Estate) from Johns Hopkins University. He also obtained the Certified Information Technology Professional (CITP) certification and the Certified Global Management Accountant (CGMA) certification from the AICPA.

Direct download: Tom_Hood_Podcast.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

If you have started your own business and now need advice or guidance on some of the trickier issues of how to grow, increase profits, improve cashflow or reclaim your life then please connect.

Having spent most of my life running large businesses for other people I have also grown my own successful business(es) from the kitchen table to independent premises and a permanent team before selling up and starting Hudson Business Advice and Minerva Accountants which are both entirely cloud based.

Speaker and writer on a variety of business growth topics beyond the confines of traditional accountants.

‘The Numbers Business: how to grow a successful cloud accountancy practice’ won the specialist category in the Business Book Awards 2019. Co-author of the annual Bloomsbury 'Tax Planning' manual. ‘Growing by Numbers: how to scale up your small business’ was published June 2020

Online courses are available for The Numbers Business, Finance for Business Owners, Growing by Numbers, and the ScaleUp Blueprint.

Passionate believer that numbers are the scorecard for your growing business and you should have them at your finger tips. Also that the focus should be on improving your key numbers.

Direct download: Della_Hudson_Podcast.m4a
Category:general -- posted at: 11:38pm EDT

Author of "The Entrepreneur's Guide to Financial Statements" and more than 300 other published works on Entrepreneurship and Finance, David Worrell will help you make better business decisions, take more effective action, and build a stronger, more profitable business. Unlock the real potential of your business with David's unique approach to building durable business models.

An award-winning entrepreneur, executive, and author, David specializes in helping small businesses grow rapidly to the next level by implementing powerful financial and business development strategies.

He is a graduate of The Ohio State University, the Sandler Sales Institute, and the E. M. Kauffman Foundation's FastTrack Entrepreneur Training program. Five times -- most recently in 2019 -- he has been recognized as a "Fast 50" award recipient for building fast growing new companies. In 2012 Business Leader magazine named him a "Top 50 Entrepreneur" in Charlotte.

He has taught international business planning within the top-10 ranked MBA program at the Fisher Graduate School of International Business, in Monterey, California, and from 2002-2009 was a regular contributor to Entrepreneur Magazine on all aspects of business finance, acquisitions and exit strategies.

Worrell has run 4 successful companies of his own. His first, InfoQuest! International, Inc., was sold in 1999 to a Silicon Valley competitor. Subsequently, Worrell founded Monterey Venture Partners (MVP), a venture consultancy in Monterey California. MVP helped dozens of entrepreneurs design, build and finance their companies. From 2002-2010, Worrell was a partner in his third venture, AmeriStart ( and now is managing member of Fuse Financial Partners, where he is available as a fractional CFO.

David is a Certified QuickBooks Pro Advisor, and certified Emerging Markets Credit Analyst from Moody's Analytics.

Learn more about your business at and in his new book, available at Amazon.

Specialties: Quickly ramping revenue growth and profits by implementing market-dominating strategies and financial controls at fast-growing or emerging companies. Builds strong relationships with Angel Investors, VC, banks. Provides a roadmap to success through Financial forecasting, valuations and strategic, financial business planning.

Direct download: 2020-10-08_Interview_David_Worrell_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

Jamie graduated from the University of Northern Colorado with a Bachelor’s degree in Accounting and soon thereafter obtained his CPA license. During his career, he has spent his time working with middle market and large companies, both as an auditor and as a corporate accountant. In this time, he gained a firsthand view of how important the financial numbers are to the decision makers of these companies. He is now dedicated to making sure the clients he works with have similar information and tools to enable them to make the best decisions for their businesses.

Direct download: 2020-10-01_Interview_Jamie_Nau_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT


We 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 accounting firm you actually fattened your wallet? My firm does just that.

Yes, we are excellent at bookkeeping and accounting, but you should expect that from anyone you work with. What makes us different is that we drive profitability in your business.

We are certified in the Profit First method, have direct hands-on experience increasing profits for multiple businesses, and have access to profit specialists throughout the globe. What his 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 right now.

Our commitment to each of our clients is simple. We take the accounting, payroll and tax filing worries off of you, so you can spend your time growing your business. We provide business and financial consulting services.

Direct download: 2020-09-24_Interview_Gretl_Siler_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

I love selling…and I can help you love it, too.

I’ve earned the nickname “The Pitch Queen” by helping entrepreneurs and accounting professionals learn how to sell high-value services to their dream clients - without feeling sleazy, pushy, or desperate. And I’ve even been told that I make selling fun!

I show my clients how to have empowered sales conversations, own their value, and confidently charge higher rate so they can earn more, work less, and have the life of abundance they desire. My unique and proven sales system is currently helping CPAs add $10k to $50k in additional revenue every month.

Over my 20 years in sales and entrepreneurship, I’ve sold everything from mortgages to paleo meatballs to million-dollar homes and have worked with multiple CEOs at billion dollar companies, landed contracts with national retailers like Costco and The Vitamin Shoppe, and even pitched my way onto ABC’s Shark Tank.

My formula for success is a simple one: establish genuine and lasting business relationships, own your value and worth, and share your unique gifts with the world here!

Get my Simple 5-Step Process for helping accountants just like you enroll more high-level clients at the prices you deserve here!

Direct download: 2020-09-17_Interview_Michelle_Weinstein_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

WHAT I DO: I help business owners achieve a referral explosion by teaching them how to execute on a simple, 5-step process to receive referrals without asking, without paying or without manipulation.

HOW I DO IT: I show you how to identify and nurture relationships with your referrals sources plus plant referral seeds in an on-going memorable and meaningful way. This process saves you time in growing your business and allows you to be seen as the expert, not the always hustling salesperson.

WHY IT WORKS: For decades the advice on how to generate referrals has been to “just ask.” But when you understand the human dynamic and psychology behind why referrals happen, you unlock the ability to generate referrals without asking for them.

WHO I WORK WITH: I partner with business owners who build trust and form relationships with their prospects and clients including...
Financial Advisors
Interior Designers
Small Business Owners

👨🏻‍💻Online Programs (Growth By Referrals, Sticky Client Experiences, etc.)
🙋🏻‍♂️1-on-1 Coaching
👩🏻‍🏫Trainings & Presentations

💡 Entrepreneur
💡 Fox Business
💡 Investor’s Business Daily
💡 Forbes
💡 Thrive Global

“I received on average 4 referrals a year before starting the GBR program. In our first year on the program, we hit 20 referrals. And now we receive 3 to 4 referrals per month, averaging 40 referrals a year! I had tried other sales programs – demanding I call people, get meetings, ask for referrals – and I would leave almost in tears after every training session, because I’m not a salesperson, I’m a lawyer. The GBR program allows me to be authentic AND have results.” – Katherine Taylor | Attorney and Firm Owner, Taylor Legal

“Before I started the GBR program, I only received about 2-3 referrals per year but now – just 6 months on the program – I have received 7 referrals. As a financial advisor, referrals are the life blood of my practice and because I had received some in the past, I knew I was capable of receiving more. I just needed a process, system to release those hidden referrals. But I just didn’t know how. Stacey taught me how to unlock it.” - David Ferguson | Financial Planner, HF Financial/Mass Mutual

“We average 40 referrals a year but following Stacey’s Growth By Referrals program we have crushed it in our first year bringing in 187 referrals!” - Lisa Woodstock | Co-Owner, Woodstock Media

Send me a message on LinkedIn and I’ll follow up with my scheduling link!

Direct download: 2020-09-10_Interview_Stacey_Brown_Randall_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

Both solo and partner CPAs are burnt out and fried from a killer tax season.
They are desperate to get their time back, but do not know how. CPAs who work with me get their time back AND make more money. Most 8x their investment in the first 12 weeks, while cutting their client load.

Fewer clients, greater income.
Here's how:

✅ Shift from hourly to value-based fees

✅ Specialize inside a vertical to increase expertise and stand out from the crowd

✅ Create their Signature Framework to get better and more consistent results over time

✅ Build expertise in a narrow field to become an authority

Many CPAs bring on new clients at double their rate, or get a vCFO clients inside 12 weeks as a result of working together.

When CPAs make this shift, both the CPA *and their client* do better, with increased profitability and enhanced results for both.

Also check out:

✅ SMART STRATEGY FOR CPAs PODCAST: Weekly episodes are packed with smart content and interesting guests to help you move your practice forward on your own.

✅ SHE THINKING BIG COACHING: to learn more about the ways I can help solo CPAs and partners.

Direct download: 2020-09-03_Interview_Geraldine_Carter_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

Chandler is the author of 6 bestselling books including “Book Launch” and his most recent book titled “Published.”. He’s also the founder & CEO of Self Publishing School, the #1 online resource for writing your first book. Through his books, training videos, and Self Publishing School, he’s helped thousands of people on their journey to writing their first book.

Chandler was bitten by the entrepreneurial bug at an early age. While his friends were off searching for jobs, he was out starting businesses.

He began early (age 11) by selling his personal snacks at scout camp and, by age 17 he hired his friends to help him operate his landscaping business that earned him $10,000 for college. All in all, by age 20 he started and ran over $320,000 in businesses.

During this time, he taught other college students to run their own successful businesses and received the "Entrepreneur of the Year" award from Young Entrepreneurs Across America.

Now he's scaling Self Publishing School, a company he's built from 0 to $7M in 3 years. In 2018, Self Publishing School hit #2,699 on the INC 5000 as one of the 5,000 fastest growing private companies in America. The best is yet to come!

P.S. watch my TEDx talk HERE:

Direct download: 2020-08-25_Interview_Chandler_Bolt_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

I am a professional leader who has high integrity and a passion for Shopify and Amazon e-commerce businesses. Using my many years of experience I have partnered with Connie Smith to create Financly Business Solutions offering cloud based bookkeeping and business development solutions for small to mid sized e-commerce businesses.

E-Commerce bookkeeping is hard! We are on a mission to help make it easier for online sellers and the accounting professionals that love them!

Let us tell you how we can streamline your processes and allow you access to your business information from your phone, tablet or computer. Today's business owners are busier than ever and we want to help you the business owner focus on your passions. Let us take away the day to day logging, tracking and reporting that every business must do. We want to be your Trusted Advisor and help you succeed and grow your e-commerce business.

Direct download: 2020-08-20_Interview_Teresa_Slack_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

A software developer with several years of experience in consulting and product development for the energy industry. After a brief stint in the Bay Area, I'm back in the energy capital of the world and looking to make it a lot more green!

Direct download: 2020-08-13_Interview_Whit_Grovesl_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

►►► Do you sometimes feel like your business is an adult daycare centre? Are you constantly repeating yourself, fixing errors and trying to hold things together? What if it were possible to create a business that runs itself?

If you're anything like many seasoned business owners, you've tried and failed to systemise your business. The reality is, your shiny business isn't as functional as it looks from the outside; it's unorganised, inconsistent and key-person dependent.

The good news is, I can help.

I run a company called SYSTEMology and we have developed a proven, step-by-step business systemisation framework – designed so that even the busiest business owner can deploy it.

Quite literally, SYSTEMology is the system for systemising your business.

Imagine, your business running like a finely oiled machine where your team members follow the systems and deliver your products and services to a high standard. It’s easier than you think.

We’ve already helped hundreds of business owners like you - so let’s see if it’s a good fit for you:

And here's a short bio on myself :)

David’s entrepreneurial journey begins back in his early 20’s when he sold Australia’s most love sporting ground, the Melbourne Cricket Ground. Since then, his business experience spans from franchising retail clothing stores, to founding one of Australia’s most trusted digital agencies,

In 2016, he successfully systemised himself out of the business, hired a CEO and stepped back from the daily operations. Through this process he become a systems devotee – founding systemHUB & SYSTEMology. Today, his mission is to free all business owners worldwide from the daily operations of running their business.

Recognised as a high achieving entrepreneur, you will find many of David’s keynote presentations on YouTube including: TEDx, WordCamp and Problogger.


Direct download: 2020-08-06_Interview_David_Jenyns_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

An award-winning entrepreneur and finance executive, Chris has over a decade of experience leading businesses across industries to financial success. He brings exceptional skills in financial planning and budget management as well as talent recruitment.

Chris launched his own business in 2014 and saw it surpass corporate growth projections by 40 percent in a single year. In previous roles, he served as a Strategic Sourcing Specialist and Senior Financial Analyst. He is known for working closely with senior management to build and execute more effective business plans and operational strategies.

Chris holds a BS in Finance from the Pennsylvania State University.

Direct download: 2020-07-30_Interview_Chris_Pentrack_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

In two years, clients in our 2X Growth Accelerator and Machine programs have generated over $172 million and counting...

Now we've put the best strategies and methodology that is working day-in and day-out into our brand new book:

From 6 to 7 Figures

Get it free here:

At 2X, we help 6 and 7-figure entrepreneurs optimize their operations and team, get free from the day-to-day grind, and SCALE faster than ever.

We know that the best path to what you want from your business — the freedom, the income, the growth you know is possible — comes from having your business be a repeatable, scalable Machine.

You don’t need more stuff to do. You need to the right systems and strategies to get you free so that you can work “on” (not “in”) the business.

You can see more about some of our Results here:

Shoot me a message. Happy to see how we can help you scale!

And definitely snag your copy of the book. I think you'll get a ton out of it:

Direct download: 2020-07-23_Interview_Austin_Netzley_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

Partnering with a global network of Accounting Firms in providing the most advanced IT services and products specific to the industry.

Direct download: 2020-07-16_Interview_Jamie_Beresford_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

Brian is the Managing Director of Interchange Capital Partners. In this role he oversees strategic initiatives of the company with a specific focus on the Family Business and Entrepreneur client segment. His focus is on helping owners think through, build and execute on a value acceleration and transition strategy for the shareholders. He believes that at its core exit planning combines the plan, concept, effort and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer, and social capital. The future of each owner, their family, and their business are addressed by exit planning through creating value today.

Brian is also the President of the Pittsburgh Exit Planning Chapter, which he helped found in 2019. The chapters mission is to give business owners a forum to get educated on true exit planning – how to build a valuable and transferable business through a proven process. He graduated from Penn State with a Bachelors in Psychology and a minor in Business. He is a Certified Exit Planning Advisor and a CFP.

When not coaching businesses, Brian enjoys spending time with his wife, Natalie, and their daughter, Quinn. He is also an avid golfer and likes the occasional scotch and cigar.

Direct download: 2020-07-07_Brian_Baum_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

As a Lean Six Sigma Black Belt, I help accounting firms challenge the status quo by leading process improvement initiatives that result in increased profitability and client satisfaction. I also facilitate the development and cultivation of future firm leaders in the areas of People, Planning and Processes. Internally, I blend concepts from Lean Six Sigma and leadership development to drive innovation and continuous improvement within our company. I also enjoy the opportunity to share knowledge through regular contributions to the Boomer Bulletin and other industry wide publications, as well as public speaking at industry conferences. I am passionate about helping achieve Boomer Consulting, Inc.'s mission to make our clients and our team successful and future ready!

Direct download: 2020-07-02_Interview_Arianna_Campbell_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

Discover how to dramatically boost your accounting firm profits while working less hours.

► Do you want to grow your accounting firm, increase profits and create efficiencies?
Your ability to structure your firm properly, to speed up workflow and reduce time spent on every project is your competitive advantage in growing your business. I work with Accounting partners in 1-3 partner firms to drive EXPONENTIAL business growth.
Click here >>>

► What do you need help with?
✔️ Make More than $1M per year
✔️ Reduce Partner Hours
✔️ Grow your accounting firm
✔️ Improve workflow
✔️ Attract A-class Clients
✔️ Optimise your Accounting Team

► What is our offer?

Since May 1994 I have been working with Accountants all over the world, teaching them how to dramatically boost their profits while working less hours. I have personally coached accountants at over 500 firms, helping them realize close to $1 billion dollars in additional profits.

I do this through a revolutionary coaching model I designed, called the “Profit Time Program”. In it, my clients learn how to:
✔️Structure their firms properly, to speed up workflow and reduce time spent on every project
✔️Offer more services to their clients
✔️Attract new business through creative marketing strategies
✔️Set their companies up for continued growth without them
✔️Improve their quality of life
✔️Charge what their worth

For those clients I have coached for the first 12 months. The average is a....

Profit increase of 98.4%
Revenue increase of 20.8%
Owners time decrease of 20.1%
Team time decrease of 6.9%

► The Book
My 4th book for Accounting Firms; The Wealthy Accountant, How accountants can earn more than $1M in Profit while working less than 500 hours. Click here >>>

► The Accountants Menu of Services and Price List
Get access to the accounting partners guide to pricing your services – 32 pages of services and pricing gathered from 429 Accounting firms.
Click here >>>

► The Program
A high performance coaching program for growing your Accounting business faster and more profitably .
Click here >>>

► Want to know more?
Call: ✆ 0414 652 744
Email: ✉
Visit: ☛

Direct download: 20200625_Rob_Nixon_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

Taxes are annoying. Finances can get complicated. Especially, when you're a full time traveler living and working out of your RV or luggage bag. There's a lot of grey area for folks like us.

I'm a digital nomad CPA. I've been traveling the US and abroad out of a backpack, campervan, and now RV. I get the lifestyle of always being on the move.

Let's work together to get your unique situation figured out, so you can carry on to your next adventure.

Direct download: 2020-06-17_Adam_and_Lindsay_Nubern_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT


Sales is about relationships, and relationships are the new currency.

Selling isn’t about pushing. Or pulling. Success in sales is the result of connecting with authenticity, coupled a willingness to care more about your client than yourself and expertise in your products and/or services.

Sales is my “zone of genius.”

That wasn’t always the case. Like many people, I am an introvert. So, the thought of traditional “selling” used to make me uncomfortable.

Very uncomfortable.

And since my first job out of college involved sales, I needed to find a way to not only “not mind” sales, but also to get really, really good at it – and to enjoy it.

Now, thinking about sales makes my heart go pitter-patter … and not in a chest-clutching, fearful death grip that so many people feel. Instead, there’s a feeling of excitement – because I’ve developed a set of skills that has taken me further than I ever imagined at the beginning of my career.

Today, solopreneurs, business owners, and large corporations hire me to build and/or refine the skills and mindset needed to sell successfully.

No icky cold-calling. No creepy manipulation. No robotic scripts. Whether you’re a subdued introvert or an exuberant extrovert, I can you help build a foundation of skills – and a mindset – that create sales success without feeling pushy or “salesy, and without fear of rejection.


• Connect with me here on LinkedIn.
• Join my tribe of engaged entrepreneurs – the Sales Maven Society!
• Hire me as a keynote speaker for an upcoming event.
• Catch one of my many stints as a podcast contributor.
• Book me for a corporate or small-group sales training session.
• Join one of my live events.
• Get my exclusive attention as a VIP coaching client.
• Read one of my three books.
• Subscribe to my weekly newsletter
• Get my free e-book (


If you’re not getting the sales you need or are feeling overwhelmed, I can help. I’m a sales strategist and coach, a speaker, a podcast contributor, and an author. Helping people just like you is what I do!

Hop over to my website (, or send an email to so we can connect. I look forward to hearing your challenges, and to helping you create sales success in your business.


Direct download: 2020-06-04_Interview_Nikki_Rausch_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

I'm a virtual CFO with the power (and the tools needed) to teach you and/or help you to maximize your profits and productivity.

Please refer to the Contact Info link above for all of my contact information. That is the fastest way to connect with me and get/give information about how we can help one another.

Attention Small Business Owners, QuickBooks Users, Xero Users, Bookkeeping Professionals, Tax Attorneys, and CPAs!

I take the complex and make it simple. I'm a teacher and I know how to make it easy for you by teaching you the financial side of your business in a way that makes it easy to understand.

I increase your productivity by either teaching you or helping you to use the small business applications that are out there and within your reach to streamline your business and make it grow.

I help you or your clients learn, retain and generally get help with QuickBooks and other business productivity software so that you can run your business and focus on what YOU do best!

I prepare you or your clients'​ financial accounting for your IRS audit so that you can have peace of mind - even during a stressful experience like an audit.

I clean up your financial accounting records, and I maintain them while managing your financial projections month to month so that you can set and reach your goals month to month and year to year.

Are you a rental property owner or manager? Visit my site at

You can learn a tremendous amount from me for free. Let my blogs and my YouTube Channel speak for themselves:

Want to go paperless and get your business into the cloud? I can make that happen for you.
Accounting for real estate with QuickBooks.
QuickBooks for inventory, manufacturing and wholesale
QuickBooks for contractors
Business Plans and cash flow projections

Direct download: 2020-05-28_Interview_Seth_David_NEW_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

Intuit ProAdvisor, Bookkeeper & Small Business Advocate. Jan has been involved in supporting bookkeeping professionals through initiatives such as ICBUSA, Bookkeeper Revolution, Bookkeeper Business Launch and her own FaceBook Community – The USA bookkeepers. Join her on the journey of enlightenment of small business accounting professional advocacy. Bring back the nerds and unsung heroes of math translation. The bookkeeping professional. Let us guide the small business through the next transition of technology with the new educated and highly developed Bookkeeping Professional.

Direct download: 2020-05-21_Interview_Jan_Hugo__NEW_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

Let's talk accounting! I know, it's super boring. But at least we can make it a bit more interesting somehow. Accounting firms are slowly moving towards cloud-based services, and really, that's the future of the accounting industry. So what does that mean for you? Lower accounting costs and a more streamlined accounting process.

My team and I at Blueprint Accounting know how to integrate numerous apps with your accounting software. This ultimately reduces your bookkeeping costs and allows us to focus on the strategic side of accounting, to provide you the right advice, at the right time and to make the right decisions to grow your business.

Let's connect today for a free assessment to get you on the road to accounting automation.

Specialties: App Integration with Accounting Software; Budgeting; Forecasting; Variance Analysis; Financial Reporting; Financial Modeling; Teamwork; Business Case Analysis; Accounting

Direct download: 2020-05-07_Brian_Clare_NEW_Final_.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

Founder of Satterley Training & Consulting LLC, a firm dedicated to helping accounting professionals gain the skills and confidence to explore and adopt new accounting technology. Co-founder of Backoffice Ally, a bookkeeping and tax firm located in Rhode Island, providing clients order, simplicity, and clarity in their financials. Co-Host of the The 'Appy Hour with Liz and Heather, a bi-monthly webinar series dedicated to educating accounting professionals about the latest trends in accounting technology and automation techniques.

Direct download: 2020-05-07_Heather_Satterly_New_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

Direct download: 2020-04-30_Interview_Dane_Maxwell_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

★ Featured in the Wall Street Journal, Barron's, The New York Times, TEDx, Vistage, Inc. & Thrive Global ★

✔ Are you a driven and/or restless professional who wants to achieve without all the associated anxiety?
✔ Do you feel stuck in a pattern of behavior, leading you to ask yourself “Why do I keep doing that?”
✔ Are you a Financial Advisor, or an Executive in the Hospitality, Customer Service or the Manufacturing Industries?

I help driven and restless professionals and executives become more effective leaders by unveiling their blind spots and discovering why they keep making the same (bad) choices. How? By showing them how to improve their Judgment Quotient (JQ)® — and make choices that are aligned with their values and goals, instead of working against them.

"If you help them see it and feel it, they will fix it."

★ Want to Learn How ★
Please contact me at or 412-301-5123. For more information visit or

★ What Clients Say ★
“Krishna explained many hurdles in ways I could understand in order to better work with them. He put faces on these issues that I saw popping up in my life. Once I could SEE these issues and face them, look them in the eyes, I was able to recognize that these animals did not have to run my life.” Vivian Lee Croft

“Krishna’s disposition and clarity help the young managers find the right direction like Moses pointing to the promise land yet his approach feels like the gentle tug from a father’s kind words to a son. That’s a special gift in my opinion. I listen to the folks he is mentoring and hear a difference in their answers. It’s maturity I hear. That’s change worthy of investing in.” Jim Keene, Founder & CEO of KEENE Building

★ Specialties Include ★
✔The ABCDs of Judgment - Judgment Quotient (JQ)® ✔ Choice-making vs Decision-making ✔ Operating in the AlphaZone ✔ Playful Mindfulness ✔Raising Self-Awareness Beyond EQ ✔2 Days at a Time ✔EAT Well!

Direct download: 2020-04-23_Interview_Krishna_Pendyala_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT is one of the worlds leading time tracking softwares for remote teams.

We help companies to be able to manage remote workers just as if they were in the same office, maintaining a high level of productivity.

Our goal: To help individuals and organizations to be more productive, to help stop people wasting time on distractions and instead finish what is important to them.

Remote workers can easily and quickly track their time so they remain productive, and business owners can relax knowing their team is being effective.

Direct download: 2020-04-16_Liam_McIvor_Martin_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

As an accountant, tax advisor or accountant, do you also want to be relevant to your customers in the future? Do you want to continue to earn a good income without having to double your customer base? Then you have to add value that goes beyond putting the numbers in order: become a profit advisor!

As a financial expert, doing the accounting and taking care of the tax returns was the goal of your work. Thanks to automation, computers take more and more of the standard tasks.

With my team, I train accountants and accountants to Profit First Professional.

A Profit First Professional is:
• A Bookkeeper, Accountant or Business Coach who uses the Profit First method to guide his customers to a profitable (er) company.

What will it bring you?
• You attract high-quality clients with greater ease, who are happy to pay you well because you provide first-class services.
• You switch from an hourly invoice to a price structure in which you are paid for the value you provide so that you do not have to work as hard.
• You learn how to really help the customer become more profitable, instead of focusing on tax and accounting details.
• Gain more confidence and skills by anticipating your industry, achieving your own financial goals and helping customers really build a financially successful and profitable business!
• You build your own company so that you earn well with less effort and more fun.

I am the author of the bestseller Finance for freelancers and contributed to the Dutch edition of Profit First. I am the author of De Winstadviseur.

As a speaker I like to inspire the following target groups:
- Bookkeepers, accountants and tax advisers (Lecture: The Profit Advisor)
- Entrepreneurs (Lecture: Profit First)

Direct download: 2020-04-09_Interview_Femke_Hogema_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

Driven to solve painful problems with smart, passionate, and empathetic people ||

Jetpack Workflow is used by thousands of accountants in 18+ countries to help them better manage their client work.

At Jetpack Workflow, we strive to live out our values of:

+ Leave it better than you found it.
+ Default to Action
+ Stay on Target
+ Serve with Humility

I have a background in (lean,cost effective, measurable, value driven) Marketing, specifically for small businesses, entrepreneurs, and startups.

Direct download: 2020-04-03_David_Cristello_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

The Accountant Success Formula™ is the Path to Freedom.

This is the formula I developed in my own accounting practice and now share with accountants around the world.

If you are tired of:

      • The outdated model of trading dollars for hours
      • Working endless overtime
      • Working with unappreciative clients
      • Feeling frustrated that your hard work has unmatched rewards

...then this formula will liberate you.

It is a step-by-step system that outlines the exact strategies needed to make significantly higher profits, attract only the best clients and work far less hours so accountants can enjoy the time, freedom and lifestyle that they deserve.

This is NOT a magic pill or fluff!!!

This is a fresh and innovative approach that is based on solid, proven business strategies that maximizes your profits based on the real value you provide.......not on the quantity of hours you put in.

With the Accountant Success Formula™, I give you my step-by-step proven system delivered by videos, training and one-on-one coaching.

This system will change your accounting practice from a dollars-per-hour, transactional model to a value-based model, resulting in significantly greater profits, high-tier clients, far less work hours, greater respect and appreciation for the work you do, and the time and freedom to create the lifestyle you want.

If you want to learn more about the Accountant Success Formula™ or how I can help you discover a new and better way of doing business, then contact me at

Direct download: 2020-04-02_Interview_Erik_Solbakken_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

Attention Small & Medium Businesses and Accounting Firms!

I Don’t Coach Your Traditional Accountants, Bookkeepers and Business Owners.
I collaborate with future thinking professionals who believe in the mightiness of online accounting.

I specialize in Cloud Accounting education and coaching.
I would love to introduce Cloud Accounting SaaS to you and your clients!
LOVE TO! Not like to, love to.

When I educate people about cloud accounting, it’s always rewarding.
For me, for you, for your team 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 ticky-boo“ kind of fun.

I want to help you and your firm or business learn more about what’s out there, what it can do for your company and how it can help optimize the relationships with your team and clients.

I am a relentless organizer who believes cloud financial technology is key to organization.

I want to help you realize the power and freedom that comes with embracing the mightiness of online technology.

Direct download: 2020-03-19_Interview_Kellie_Parks_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

I am an entrepreneur and cloud accounting professional, most recently as CEO of Reconciled, Co-Founder of Humnly and Co-Founder of BlockchainVT (if you are working on a Blockchain project, shoot me an email at

I've served in a variety of financial leadership capacities, from Controller to CFO. After moving to Burlington, VT in late 2011, I've quickly became a trusted adviser to CEOs and business owners, developing a niche as a part-time CFO. I launched Reconciled in 2015 as my customer's demands for bookkeeping services grew and the technology to serve them online has come to a good level of maturity. We have grown relatively quickly and was selected by Intuit as a 2016 Firm of the Future Runner-up and 2018 US Firm of the Future, recognizing us as one of the most future-ready and forward-thinking firms in the world. I was also selected to serve on Intuit's Accountants Advisory council for 2017-2018.

In order to help more entrepreneurs with thrive in the businesses, I co-founded Humnly to provide on-demand HR services as a compliment to Reconciled's bookkeeping services. I've also become fascinated by the disruption that blockchain technology will have in the accounting industry, hence my interest in launching and am a Blockchain Certified Expert with the Blockchain Council.

As an online firm, we bring financial leadership in all areas of accounting (from Bookkeeper to CFO) to businesses across the country. Thanks to cloud technology tools like Quickbooks Online, small businesses can now afford bookkeeping & CFO services remotely. If you want to spend your time focusing on what you do best and let me and my team do what we do best, don't hesitate to reach out.

Let’s connect!

Direct download: 20200220_Michael_Ly_Finals.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

Chief Marketing and Head Bottle Washer. Enjoy working with thousands of small accounting firms in North America ranging from website development, outsourced marketing, to marketing partner.

Build Your Firm excels at accounting niche development so you can develop a competitive advantage and reduce price competition.

In a nutshell, I am passionate about marketing and building businesses. I've been doing marketing for 30+ years and still enjoy helping accountants develop amazing practices that are worth more (higher multiple when you sell).

Direct download: 20200213_Hugh_Duffy_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

The most professional accounting outsourcing partner to help you build and grow an offshore team. The experts to select and develop your best people. We live and breath the accounting industry only. Everything we do is about making your life easier.

We understand the value of your time and the trust your clients place in you. Our eco-system provides people experience,professional development, technology, security, peer to peer community, social impact and leading-edge facilities.

Direct download: 20200129_Nick_Sinclair_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

Want the perfect social media funnel? Grab yours here -

Are you a professional service provider who wants to grow their business? Let's see if I can help. Schedule a free discovery session here -

Direct download: 20200123_Katie_Thomas_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

Radio Talk-Show Host, The Soul of Enterprise: Business in the Knowledge Economy, heard on

Writer, seven books published:

Professional's Guide to Value Pricing (CCH)
The Firm of the Future (Wiley)
Pricing on Purpose (Wiley)
Measure What Matters to Customers (Wiley)
Mind Over Matter (Wiley)
Implementing Value Pricing: A Radical Business Model for Professional Firms (Wiley)
The Soul of Enterprise: Dialogues on Business in the Knowledge Economy

Educator on pricing, trashing timesheets, firm of the future, leadership, ethics, economics, innovation and creativity, marketing, intellectual capital, knowledge management, and other topics.

Specialties: Pricing, ethics economics, marketing, intellectual capital management, and leadership for professional knowledge firms--CPA, law, advertising, IT firms, etc.,

Direct download: 20200116_Ron_Baker_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

Are you running a new or established accounting firm?

Do you feel frustrated because you are not getting the A-Grade, higher value clients that you really deserve and desire.

Are you wasting your time working with clients that drain you?

Or, worse still, do you struggle to even get a steady flow of new clients?

Would you like a proven method for getting 3-5 sales calls a week booked into your diary?

And crucially would you like a way to do this that fits with your personality, and how you want to live your life?

My methods are proven, highly effective and simple - all you need is 5 hours a week.

If you are amazing at what you do, and want to get the higher value clients seeing you as the hero to their business, then I can help.

If you need a proven process, accountability and coaching then my programs - Momentum or Velocity - will be for you.

If you are:

- starting a new accounting or bookkeeping firm and want to leave your day job

- Already working with clients in your established firm but your revenue has plateaued

- Needing to add £100K to your revenue in the next 60-90 days

- Have time to work with 2-3 new clients a month

- Have 5 hours a week to implement

- Are friendly and coachable

Then we could well be a good fit.

I absolutely LOVE helping accountants and CPAs get the Superpowers that drive the success of their business. Your results are my number one priority. My programs come with a guarantee.

When you wake up with your calendar full of messages from ideal clients wanting to work with you, everything in your firm becomes easier.

Whats next?

Click on the blue connect button above.
Watch the Case Study where I cover how accountants/CPAs can acquire 3, 5 or even 7 high value advisory/consulting clients every month without spending a penny on advertising or copious amounts of blogging

Direct download: 20200102_Amanda_Watts_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT