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

John Warrillow is the founder of The Value Builder System™, host of Built To Sell Radio, and author of the bestselling books, Built to Sell: Creating a Business That Can Thrive Without You, The Automatic Customer: Creating a Subscription Business in Any Industry, and The Art of Selling Your Business: Winning Strategies & Secret Hacks for Exiting on Top.

Direct download: 2021-06-24_Interview_John_Warrilow_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. Founder of Satterley Accounting Services, a bookkeeping, and tax firm located in Rhode Island, providing clients order, simplicity, and clarity in their financials. Co-Host of 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.

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Direct download: 2021-06-17_Interview_Heather_Satterley_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

I am a Certified Public Accountant (CPA), a Certified Financial Planner (CFP©) and am designated as a Certified Fraud Examiner (CFE). I have over 20 years of tax planning, accounting and financial planning for high net worth families, corporations and trust and estate planning clients. I also specialize in business succession planning, financial due diligence for corporate and personal acquisitions, and investigative accounting and auditing for businesses.

I started my career with Arthur Andersen in their Audit and Business Advisory practice. I have spent the past 20 years advising individuals, corporations and partnerships on tax and financial planning, corporate and small business accounting, forensic accounting and litigation support and high net worth financial and estate planning.

I hold a Bachelor of Science in Accounting from Marquette University and have been associated with several professional organizations, including The Financial Planning Association, The American Institute of CPAs, Association for Corporate Growth, the Dallas Estate Planning Council, Texas Society of CPAs, and the Association of Certified Fraud Examiners, as well as involved with several charitable organizations including the LinksPlayers Ministry and Dallas Theological Seminary.

Specialties: Tax Management and Planning, Certified Financial Planner™, financial advisory, Certified Fraud Examiner; Audit - Big 6, Insurance Risk Solutions

Direct download: 2021-06-10_Interview_Craig_Hausz_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

Cannabis is the #1 growing industry in America, and as such the demand for accounting professionals to help financially manage this type of business has skyrocketed. This is because there are a number of unique and complex accounting challenges that companies in this field must overcome in order to be successful. As such, very few accounting professionals are qualified to take on this type of work.

My company, DOPE CFO, provides the education and tools for accountants and financial professionals to enter and succeed in the lucrative cannabis industry ( Anyone who is an experienced CPA, CFO, Bookkeeper, Controller or tax professional will find that our “plug and play” solution will allow them to quickly build or grow a successful Cannabis Accounting Firm. I've also been appointed to the AICPA 2021 Cannabis Accounting Conference planning committee.

I have provided executive leadership and business counsel to companies across many industries including retail, manufacturing, energy, medical/bio, high tech.

Within the last 10 years alone:

►Founder of DOPE CFO, a nationally recognized firm with over 800 accounting firms in all 50 states.

► CFO to two high visibility Cannabis start-ups (both over 20 employees), Hifi Farms and Evio Labs (SGBYD). Also, currently serving cannabis in all verticals (farm, dispensary, retail, lab, processing), in several states

►As Contract CFO to a pharma Startup, I helped grow the company from a staff of 7 to over 50 employees, and exit to a global company for over $24 Million

► As CFO for an energy company, I directed responsibility and oversight of an exit to an S&P
500 company for over $120 Million

►As CFO for a private Startup, I assisted in private equity raise over $40 Million, growing the company from 4 to 200+ employees, and exit with 5 years to an S&P 500 company for $85 Million.

► I've worked as Contract CFO for 2 Oregon Angel Conference Winners and was an investor in two others

► I've assisted a public company as Contract CFO to enter Oregon with a strategy of launching 20 labs in the Pacific Northwest.

Direct download: 2021-06-03_Interview_Andrew_Hunzicker_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT