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


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