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

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