On Martin Bissett

Having spent a little under 17 years working with accounting firms across the UK to grow their firms by pro-actively winning new Grade A clients , launching USP was designed to be a departure into the education sector in order to assist business students and young professionals to develop the skill set,confidence and commercial awareness they need to achieve their career goals and exceed the expectations of their current and future employers.

Increasingly this work found a home in the accounting profession as firms looked towards developing their next generation of practice leaders and trainee recruits.

These worlds have now collided allowing USP to develop training, consulting, coaching and research content, often in business development disciplines; to empower both accounting educators and commercial firms to understand each other's needs and develop their CPD for emerging and future leaders accordingly.

If your looking at growing fast for your CPA firm, would you consider a firm merger? Rob Cameron started his first firm in 1989 and since then has expanded his practice across Central Illinois through a firm merger with new partners.

Sometimes, you may have to merge when unforeseen circumstances arise…Rob tells about his.

In this episode of the Grow Your Firm Podcast, with Jetpack founder David Cristello, Rob walks you through:

• What is the most important piece in determining the success of a merge [it’s not what you think]
• The timeline for a merger from discussion to completion
• What to EXPECT when you first merge

On Rob: 

A certified public accountant for more than 20 years, Rob Cameron has helped hundreds of people achieve their personal and business financial goals. As a small-business owner himself, he has experienced the challenges of keeping up and getting ahead. Rob knows how to help you make the most of your hard-earned money.

As a long-time coach and referee of youth sports, Rob demonstrates his commitment to consistency, discipline, and honesty. Those values guide his work for Hughes, Cameron & Company, LLC clients, who can be certain that Rob is looking out for them.

Rob is like no accountant you have ever met. He wants to get to know you and your business so that he can provide the best possible advice - in a friendly, relaxed manner. Email: rob@springfieldcpa.net

On Dustin: 

"The pioneer and industry expert in applying Lean Six Sigma, Project Management and Constraint Management principles within public accounting firms.

Providing expert Master Black Belt consultation to professional service and transactional processes as well as to small and mid-size manufacturers. I focus on applying practical concepts with a plan that is uniquely customized to each organization. Real process change happens when you have a combination of the right tools, with the right faciliation and team leadership, utilizing practical improvement ideas. This helps to ensure more complete and timely buy in within the business to process changes.

Specialties:Uniquely applying the concepts of Lean Six Sigma, Project Management and Constraint Management within professional service organizations. I help public accounting firms and other professional service organizations go beyond traditional productivity initiatives to drive real and lasting process changes to the organization. The innovative approach of Flowtivity helps free you from sub-optimal process changes in the past."

Jeff Borschowa is the founder of Business Evolution Consulting Inc.  He is an author, educator, and curator of all things related to accounting efficiency and technology.  Jeff first joined the accounting world in 1991 and has spent the bulk of his career working with and advising small to medium-sized enterprises.  Jeff has experience working in all sizes of accounting firms, from sole proprietorship to international firm.  The focus in Jeff’s career has been to find new and better ways to integrate innovation and technology to enhance the customer experience and improve efficiency in the accounting process.

Jeff’s journey has been unique in that he has met some very innovative accountants and mentors in his career. Jeff has been very fortunate to be in a position to learn from them, compare their ideas, and to truly choose the best of the best.

Jeff would like nothing more than to free bookkeepers and accountants from the stress created by high volume commodity work, allowing them the freedom to pursue work that is rewarding personally and professionally.

Jeff’s overall goal is to reduce the hours worked by accounting professionals and increase overall profitability.  In Jeff’s experience, almost every bookkeeper or accountant can tell you how much their gross revenue is, but very few  know what their actual costs are.  Jeff challenges you to learn more about your business so that you can bid on the right kinds of projects and earn what you are worth – your education should be your most valued possession.

LIVECA is committed to providing a progressive approach to accounting with a focus on forward thinking entrepreneurs. The concept is to allow greater accessibility to information and advice by connecting clients online directly to a chartered accountant from the comfort of your home or office. With the wide range of online tools available in today’s marketplace, our goal is to help clients shift their accounting towards a digital platform - reducing the need to search through piles of paper documents and spending more time on value-added work.

Whether you are setting out with a new idea or an already established entrepreneur, we would love to speak to you about your business.

Check us out at www.liveca.ca.

Or, just email me at josh@liveca.ca to schedule a free online consultation at your convenience.

LiveCA provides a comprehensive range of accounting services from a qualified chartered accountant for small and medium sized businesses.

Specialties:
Corporate Taxation, Self-Employed Individuals, Accounting software setup, Trusts, Joint Ventures.

Just because our jobs are boring doesn't mean our CPE has to be. Greg Kyte - who was included in Accounting Today's list of the Top 100 Most Influential People in the Accounting Profession - combines his expertise as a CPA with his 12 years of experience as a stand up comedian to turn CPE on its head. He's created a unique and entertaining CPE experience that does not compromise on content. It's NASBA certified, it feels like a comedy club, and the information sticks to your brain. 

As the Editor-in-Chief of Sift Media U.S., Caleb direct the the content of two sites, AccountingWEB and Going Concern. After spending nearly six years as a CPA, he was given the opportunity to be the founding editor of Going Concern, a website that broke all the rules for covering the accounting profession.

Jason has been coaching creative individuals since 2008 and seeking to help them chart their future more clearly. People have quit jobs, created companies, hired people, fired people, fought fear and made a lot more money under his coaching counsel. Jason has had his own coach since 2005, which has changed his life and the trajectory of his firm’s growth forever. Jason follows a particular study of coaching called Neuroleadership. Neuroleadership is the scientific study of the brain, and how this relates to the fields of leadership development, management training, change management, consulting, and coaching. Jason is a member of the NeuroLeadership Institute: http://www.neuroleadership.org

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Jason has been coaching creative individuals since 2008 and seeking to help them chart their future more clearly. People have quit jobs, created companies, hired people, fired people, fought fear and made a lot more money under his coaching counsel. Jason has had his own coach since 2005, which has changed his life and the trajectory of his firm’s growth forever. Jason follows a particular study of coaching called Neuroleadership. Neuroleadership is the scientific study of the brain, and how this relates to the fields of leadership development, management training, change management, consulting, and coaching. Jason is a member of the NeuroLeadership Institute: http://www.neuroleadership.org

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Owner of Ragain Financial Inc.

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Owner of Ragain Financial Inc.

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Damien will help you build a successful accounting firm. As Director of Operations at 2020 Group USA he works with hundreds of practitioners around the country helping them grow and manage their firms. Damien doesn't believe in a cookie cutter approach but tries to help firm owners achieve what they want out of their business.

With 400+ member firms around the country Damien shares the best practices to help firms be more efficient, deliver a great range of services and offer a quality and challenging workplace. Damien regularly speaks to state and national accounting groups around the world on topics including change management, marketing, technology and management.

Damien has an MBA from San Francisco’s Golden Gate University and undergraduate degrees from the University of Queensland. Outside of 2020 he is a keen skier and triathlon competitor and regular San Francisco Bay swimmer.

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Accounting

Accountant

CPA

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Damien will help you build a successful accounting firm. As Director of Operations at 2020 Group USA he works with hundreds of practitioners around the country helping them grow and manage their firms. Damien doesn't believe in a cookie cutter approach but tries to help firm owners achieve what they want out of their business.

With 400+ member firms around the country Damien shares the best practices to help firms be more efficient, deliver a great range of services and offer a quality and challenging workplace. Damien regularly speaks to state and national accounting groups around the world on topics including change management, marketing, technology and management.

Damien has an MBA from San Francisco’s Golden Gate University and undergraduate degrees from the University of Queensland. Outside of 2020 he is a keen skier and triathlon competitor and regular San Francisco Bay swimmer.

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Formerly a principal of online accounting firm, upsourced accounting, he's lost more than his fair share of time requesting and following up for client information. When he's not sqrling, you can find Ryan playing golf (if you can call it that), trying a new craft beer, or watching a made for TV movie with his wife Lauren and dog Harvey.

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Formerly a principal of online accounting firm, upsourced accounting, he's lost more than his fair share of time requesting and following up for client information. When he's not sqrling, you can find Ryan playing golf (if you can call it that), trying a new craft beer, or watching a made for TV movie with his wife Lauren and dog Harvey.

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Growth Management

Steve founded GrowthForce in 2004 in Kingwood, Texas with a desire to help small businesses grow. An innovator in the accounting industry, Steve has enabled small businesses to access systems, expertise and services typically available only to Fortune 500 companies.

His experience with system design, best practices and management services spans nearly three decades. As an entrepreneur himself, Steve has a passion for helping service businesses reach their growth potential. A highly energetic and motivational leader and speaker, Steve has built GrowthForce into the largest outsourced bookkeeping and controller service in Houston, and one of the largest in the United States with clients on every continent.

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Gale Crosley, CPA, was selected one of the Most Recommended Consultants in the Inside Public Accounting BEST OF THE BEST for the eleventh consecutive year, one of the Top 100 Most Influential People in Accounting by Accounting Today for the ninth consecutive year and has been named to The Advisory Board Hall of Fame. She consults with mid-market accounting firms, assisting managing partners, partners, and marketing directors, to effectively increase their firm’s revenues.  She guides them through development of the best strategies and tactics to achieve aggressive revenue growth objectives.

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Accounting

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Gale Crosley, CPA, was selected one of the Most Recommended Consultants in the Inside Public Accounting BEST OF THE BEST for the eleventh consecutive year, one of the Top 100 Most Influential People in Accounting by Accounting Today for the ninth consecutive year and has been named to The Advisory Board Hall of Fame. She consults with mid-market accounting firms, assisting managing partners, partners, and marketing directors, to effectively increase their firm’s revenues.  She guides them through development of the best strategies and tactics to achieve aggressive revenue growth objectives.

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Accounting

CPA

Firm Management

Bookkeeping

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Tax

Rita Keller is a nationally known CPA firm management consultant, speaker and author. She is a former shareholder and Chief Operating Officer of a successful, regional CPA firm and has over 30 years’ hands-on experience in the management, marketing, technology and administration of a successful firm.

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Accounting

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Rita Keller is a nationally known CPA firm management consultant, speaker and author. She is a former shareholder and Chief Operating Officer of a successful, regional CPA firm and has over 30 years’ hands-on experience in the management, marketing, technology and administration of a successful firm.

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Jody Padar not only leads New Vision CPA Group, she is also a highly sought after speaker and thought leader in the tax and accounting profession. In fact, Jody works in partnership with several of the profession’s vendors, including Paycycle, Intuit, Thomson Reuters, Copanion, and Receivables Exchange.

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CPA

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Jody Padar not only leads New Vision CPA Group, she is also a highly sought after speaker and thought leader in the tax and accounting profession. In fact, Jody works in partnership with several of the profession’s vendors, including Paycycle, Intuit, Thomson Reuters, Copanion, and Receivables Exchange.

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Accounting

Podcast

Bookkeeping

TAX

CPA

Firm Managment

Accounting

Sandi Holst has over 35 years of experience in Bookkeeping, Business Management and Consulting Services.

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Sandi Holst has over 35 years of experience in Bookkeeping, Business Management and Consulting Services.

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August has been recognized as one of the "Top Most Influential People" in the accounting profession by Accounting Today. They have also described August as "One of the profession's key strategic thinkers."

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Bookkeeping

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Tax

August has been recognized as one of the "Top Most Influential People" in the accounting profession by Accounting Today. They have also described August as "One of the profession's key strategic thinkers."

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accounting

Firm Management

Bookkeeping

Bookkeeper

Tax

Steve Pipe is a Chartered Accountant who is passionate about helping accountants to become more successful by serving their clients better, and is widely regarded as one of the world’s leading strategists to the accountancy profession.

A prolific writer, he has written four books, over 150 training videos for the Accountants’ Education Chanenel, the eight part BBC television series Easy Money and too many articles to count.

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Steve Pipe is a Chartered Accountant who is passionate about helping accountants to become more successful by serving their clients better, and is widely regarded as one of the world’s leading strategists to the accountancy profession.

A prolific writer, he has written four books, over 150 training videos for the Accountants’ Education Chanenel, the eight part BBC television series Easy Money and too many articles to count.

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Edward Mendlowitz is a certified public accountant and a partner with WithumSmith+Brown located in New Brunswick, NJ. He is the author of eighteen professional books, and the editor of four others. Mr. Mendlowitz has written hundreds of business and financial articles and has been quoted in almost every major newspaper in the United States, and is on the panel of experts for Bottom Line/Personal newsletter. He has taught in the MBA program at Fairleigh Dickinson University, and is admitted to practice before the United States Tax Court. The American Institute of Certified Public Accountants has accredited him in business valuation, certified him in financial forensics and as a personal financial specialist, and presented him with the Lawler Award for the best article in the 2001 Journal of Accountancy.

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Edward Mendlowitz is a certified public accountant and a partner with WithumSmith+Brown located in New Brunswick, NJ. He is the author of eighteen professional books, and the editor of four others. Mr. Mendlowitz has written hundreds of business and financial articles and has been quoted in almost every major newspaper in the United States, and is on the panel of experts for Bottom Line/Personal newsletter. He has taught in the MBA program at Fairleigh Dickinson University, and is admitted to practice before the United States Tax Court. The American Institute of Certified Public Accountants has accredited him in business valuation, certified him in financial forensics and as a personal financial specialist, and presented him with the Lawler Award for the best article in the 2001 Journal of Accountancy.

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Michelle L. Long, CPA, MBA is the owner of Long for Success, LLC specializing in QuickBooks consulting and training services, coaching small business owners, speaking and writing. Michelle has a unique relationship with Intuit as an elite national trainer and presents “What’s New for QuickBooks” to accounting professionals nationwide. She is a member of Intuit’s Trainer/Writer Network and a consultant for product development. She is an Advanced Certified ProAdvisor with several other certifications too.

Michelle is the author of two books: Successful QuickBooks Consulting: The Comprehensive Guide to Starting and Growing a QuickBooks Consulting Business and How to Start a Home-Based Bookkeeping Business (available 6/1/2011) and numerous courses for Intuit Academy.

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Michelle L. Long, CPA, MBA is the owner of Long for Success, LLC specializing in QuickBooks consulting and training services, coaching small business owners, speaking and writing. Michelle has a unique relationship with Intuit as an elite national trainer and presents “What’s New for QuickBooks” to accounting professionals nationwide. She is a member of Intuit’s Trainer/Writer Network and a consultant for product development. She is an Advanced Certified ProAdvisor with several other certifications too.

Michelle is the author of two books: Successful QuickBooks Consulting: The Comprehensive Guide to Starting and Growing a QuickBooks Consulting Business and How to Start a Home-Based Bookkeeping Business (available 6/1/2011) and numerous courses for Intuit Academy.

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Ms. Osborne is a recognized leader in the area of Business Performance Measurement and Management. She has a background working with small to medium sized service, retail, and manufacturing companies from a host of different industries.  She conducted business development round tables all over the state of California and was instrumental in launching the Group Mentoring program co-hosted by San Jose State University’s Women Entrepreneur Department.

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Ms. Osborne is a recognized leader in the area of Business Performance Measurement and Management. She has a background working with small to medium sized service, retail, and manufacturing companies from a host of different industries.  She conducted business development round tables all over the state of California and was instrumental in launching the Group Mentoring program co-hosted by San Jose State University’s Women Entrepreneur Department.

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