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

Recognized as one of the Top 50 Women in Accounting, Twyla Verhelst is known for leading the charge when it comes to advocacy, change, and community in her industry and beyond. She’s an experienced CPA and tech entrepreneur with a passion for helping others find and leverage their confidence.

Twyla’s fascination with finances began when she was only nine years old, manning the cash register in her parents’ small business. After studying accounting and business management, she worked as an accountant, controller, and recruiter before moving on to co-found two successful companies: Twenty Eighty, an advisory accounting firm, and Helm, a cash flow forecasting app.

She also started Empowering Tana, a non-profit benefiting girls and women with autism, and created the Video Per Day Experiment, a 30-day challenge designed to help professionals break out of their comfort zone and discover their voice. If that wasn’t enough, in her spare time she’s also an ultramarathon runner.

Now Twyla is bringing her vast energy and expertise to FreshBooks, a market leader in cloud-based accounting solutions for small businesses. As leader of FreshBooks Accounting Professionals Program, she’s working to empower forward-thinking accounting pros with the tools they need to thrive, as well as helping them discover their most valuable asset — their authentic self.

Direct download: 202-02-25_Interview_Twyla_Verhelst_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

An author and experienced intermediary specializing in the sale of accounting practices, Brannon has a unique ability to help creatively integrate information to develop clear, focused plans. He helps clients implement these plans to achieve their most important goals.

An Ernst & Young alumni and scholarship recipient and magna cum laude graduate of the University of South Carolina, Brannon began his career in public accounting as an auditor with Ernst & Young, before working for several years in auditing and tax preparation for the regional firm of Elliott, Davis & Company. Subsequently, Brannon became a shareholder in a privately-held, family-owned business and a founding shareholder in a successful start-up manufacturing company. This breadth of experience­ — with companies large and small — has helped Brannon excel in efficiently and effectively facilitating hundreds of successful accounting practice transitions.

Quarterly business coaching classes and continually investing in consultative and team building skills have helped Brannon and his team close over 200 transactions since 2003.

Brannon makes his home in Charleston, SC with his wife and three children. Away from the office, he enjoys competitive racquetball, boating, and fishing.

Direct download: 20210218_Brannon_Poe_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

Jason Staats is a principal at Brenner LLP and is the founder of Launch FA and the Realize Community. He's focused on building better tools and solutions for modern accountants and firms, as well as building a future of accounting and small business with "no code." In today's show, Jason shares three key trends and tools he believes are changing the shape of accounting and small business.

In today's program, we're trying something a little different: the 3x3. The guest shares 3 trends and 3 tools for the accounting industry!

Direct download: 2021-02-11_Interview_Jason_Staats_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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Direct download: 20210204_Kevin_Izevbigie_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT