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

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