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

I help you cut through the noise so the right customers reach out to work with you.


✅ Capture attention
✅ Build trust as the expert in your industry
✅ Grow revenue

It’s hard to stand out and trying to cut through all the noise is overwhelming. It doesn’t need to be this way.

I spent 12 years building a tech company with 2.6 million in annual revenue―one of Inc. Magazine's fastest growing companies.

After selling that company―I looked back and realized I could have done it faster. So I got clear on what actually captures attention and gets the right people to take action. I started helping clients get results and now I’m fulfilling a new mission to help entrepreneurs like you accelerate growth.

That’s where my thought leadership and video marketing program comes in:

➡️ Develop a marketing strategy designed to fit your unique DNA

― Develop a pillar video concept (e.g. podcasting, live shows, workshops)
― Design your marketing engine around 2-3 hours/week of your time
― Identify the ideal places to publish your content LinkedIn, YouTube, TikTok, etc

➡️ Map out a content repurposing workflow. Take long-form video and create…

― Audio to send to podcasting platforms (iTunes, Google, Spotify…)
― Short video clips for social media (30 seconds - 1 minute)
― Images and quotes for social media
―Written pieces such as blogs for SEO

➡️ Create engaging and shareable video content that makes people say “Wow!”

― Select, purchase and set up equipment and lighting. Build an “always ready” system.
― Articulate your ideas, present yourself as the expert while looking your best on video
― Overcoming fear or imposter syndrome

➡️ Optimize your social presence, LinkedIn, YouTube, TikTok, etc...

― Optimize profiles and banner images
― Deploy best practices, settings, titles, and descriptions
― Know how to grow your audience rapidly, get views and engagement

I’m also a practitioner who walks the walk―I run a weekly podcast and live streaming show and repurpose content across the internet. I regularly book 10-20 incoming sales calls/week

Get where you want to go―faster:

I’ll show you step-by-step how to put the marketing pieces together and avoid the pain of trial and error so you can focus on your business.

― I recently helped a client more than double in size in just over 12 months
― Another grew by $2 million to $9 in the past year
― Someone I’m working with landed 2 new clients in 7 days

Serious about growing your business?

https://sgplabs.com

Or DM me

Direct download: 2021-07-29_Interview_Stephen_G._Pope_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

Hector M. Garcia is a CPA and QuickBooks Trainer for Quick Bookkeeping & Accounting LLC. He has over 10 years of experience working with small business finance and accounting, along with 3 Post-graduate degrees from Florida International University (FIU) in Accounting, Finance and Taxation.

Specialties:
Certified QuickBooks Advanced ProAdvisor (Desktop and Online)
Microsoft Excel, Data Import/Export
Operations and Strategic Advisory
Bilingual: Español

Direct download: 2021-07-22_Interview_Hector_Garcia_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

I joined Acuity to translate accounting for entrepreneurs. I do that by helping navigate tax and accounting rules and speaking entrepreneur, not accountant, but now most people just want to chat me up about cryptocurrency and blockchain. I run the sales and marketing teams at Acuity where we are trying to see how many entrepreneurs we can help get a handle on their finances.

I like to volunteer in the Georgia technology community and serve on the boards of the Atlanta Technology Angels and EO. I am also on the Venture Atlanta Advisory Board.

Direct download: 2021-07-15_Interview_Matthew_May_Final.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

I’m a Certified Financial Planner with more than ten years of experience in the tax and investment industries. As the co-founder of Brooklyn FI, I specialize in helping tech professionals and business owners grow and manage their wealth.

After graduating from the University of Mississippi with a master’s degree in Accounting in 2010, I started my career in public accounting. After spending seven years with PricewaterhouseCoopers and Raich Ende Malter, I co-founded Brooklyn FI with my business partner Ally-Jane.

Brooklyn FI stands for Brooklyn Financial Independence. We’ll help you get to where you want to be financially by providing a holistic picture of your net worth and a realistic path to financial success at any life stage. We help clients of all ages - from raising your credit score and paying off student loans to transitioning your retirement savings into your retirement income. We’ll take care of it with our comprehensive financial planning process.

When I’m not in the office I enjoy drinking coffee (lots and lots of coffee) biking to the Rockaways beach and reading classic books – you know, the ones we were supposed to read in high school. I also sailed a catamaran across the Atlantic Ocean. That’s a true story and when we meet in person, I’ll tell you all about it.

If money stresses you out, if you don’t have time to manage your money or if you want to make smarter money moves, we can help. Not only that, but we’ll do it for you with transparency, competence and integrity. If you have questions about your stock options, investments, student loans, credit score or cash flow, let’s talk.

Direct download: 2021-07-08_Interview_Shane_Mason_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

Hey there. I’m Ryan.

I’m a CPA, but please don’t call me an accountant! I much prefer innovative technologies and disruptive business models rather than numbers.

In 2013, I started a 100% online accounting firm called Xen Accounting. A first of its kind in Canada, it was totally virtual, focused on automation and was comprised of a remote team of geeky CPA’s, bookkeepers and technologists.

After 5 short years, Xen Accounting was acquired by a large European corporate services firm, thanks to the tech-oriented, scalable model in place.

I started Future Firm in 2018 to help accountants fast-track the growth of a modern, scalable firm of their own.

And in 2021 I launched, Future Firm Accelerate, an online coaching program that includes a combination of online courses, online coaching and an awesome community of forward-thinking firm leaders from around the globe to help them get to their desired destination faster.

Unrelated to business, I’m addicted to Crossfit, love traveling to remote destinations and was previously an active club DJ in Montreal.

Important links:

- Check out Future Firm Accelerate: www.futurefirmaccelerate.com

- Join 1000's of other accounting firm owners receiving my weekly email with exclusive content to help you grow a modern firm: www.futurefirm.co/newsletter

Direct download: 2021-07-01_Interview_Ryan_Lazanis_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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