Today we welcome back guest Jeff Jacobs where we talk through some interpersonal conversation that dives much deeper than the accounting business itself. Jeff and David cover momentum, self assessment, breaking chains, and much more.

Jeff is a returning guest on our podcast where we previously covered client acquisition, retention, and expansion. Jeff is the Director of Development at  Wilkins Miller, where he will tell you he does everything except accounting. Jeff is active in his firm, daily life, and an exciting guest that we’re excited to have back on the show.

Shauna is a returning guest on our show. She is the owner of Tax Goddess Business Services ® and a certified tax coach. Shauna also acts as an author, speaker, and investor. Skilled in many and all things, learn more about Shauna’s career here.

Today we welcome back a well thought and experienced guest, Shauna Wekherlien, CPA and founder of Tax Goddess Business Services. This is part 2 of our interview with Shauna. Check out Part 1 here. In the summary and podcast Jetpack covers Shanua’s inside look at team building and recruiting.

James has experience in all things accounting. He has 20 professional years of experience working within firms including serving as a director of Ernst & Young in Sydney, Australia. He has 5 years of senior finances roles under his belt as well. 

Prior to COVID, James started his own firm, JD Scott & Co. Here, lies the interesting part of James’ story. His firm focuses on hiring part-time employees, does not utilize administrative personnel, and doesn’t own a printer. 

Wait a minute, James… How does he do it? We’ll cover more in this episode.

Join us today as we talk with Mark Stovel and his proven systems that help accountants take home $250k annually. We’ll talk through equity positions, win-wins, and much more.

Simply put, Mark helps accountants take home $250k annually. After launching his firm in 2017, Gyroscope Accounting was acquired in 2021. Now, Mark helps clients through coaching.

Mark’s experience began by obtaining bookkeeping clients during the early stages of his career. After leaving the corporate firm, Mark joined a manufacturing company as its controller. Three years later,, he moved across the country to start his CPA firm.

Shauna Wekherlien is the owner of Tax Goddess Business Services, a CPA firm located in Scottsdale, AZ. Tax Goddess is a firm that focuses on tax strategy and planning to help lower and minimize taxes for business owners and investors. 

At the time this was written, her firm had saved their clients over $740,264,635. Talk about lowering and minimizing taxes! 

Shauna earned the name ‘tax goddess’ after needing to market herself at a networking event, and 60 seconds to do it. Quickly, she decided ‘tax goddess’ was an eye catching and head spinning name, so she went for it.

A marketing friend at the same event loved how it sounded, and 17 years ago, Shauna the Tax Goddess was born.

Jeff, a fan of our show, is the Director of Development at Wilkins Miller. Wilkins Miller is a top 400 Accounting firm in Mobile, AL. He started his career in IT business development and soon transferred to development, which we will cover throughout. Ultimately, Jeff is in the pursuit of new clients and new business.

On today’s episode we sat down with Jeff Jacobs, and talked about retention, hiring, development, and most importantly, relationships. 

Amy is the CEO, keynote speaker, and consultant at B3 Method Institute. B3 Method Institute is an educational organization focused on providing work-life harmony. Since you’re in the learning mood, here’s a ‘math’ problem of the B3 Method: (Business + Balance = Bliss). 

In our latest podcast, Amy Vetter shared her philosophy on creating harmony in life and work to help create purpose in our work. 

Joe and Carla are from Long Island, NY, where they took the train into the city at the very beginning of their journey. During their commute, they discovered the Growing Your Firm Podcast, taking in as much information as possible. They started Cycle CPA at one of the most challenging times any of us have faced, Q4 of 2019 as it led into the testing time of 2020.

Thankfully, due to Carla’s previous professional experience, they landed in the right niche. Because COVID-19 created much demand for home improvement projects and investments in people’s homes, this allowed for their business in the green industry to thrive and grow, both figuratively and literally.

Roger is a returning guest on the Growing Your Firm Podcast and we are excited to have him back! He is the president of Universal Accounting, a friend of our show, and tends to make our inbox light up. Universal Accounting is considered a post-secondary school for accounting professionals, and Robert and his team help countless individuals. 

David and Roger discuss the abnormalities businesses were faced with during and after the COVID Pandemic. 

David Cristello, founder and CEO of Jetpack Workflow, offers two questions and perspectives for Roger, and the biggest takeaway here is to study which routes accounting firms are taking, now that we are nearing 2023.

Rob Nixon has worked in the accounting industry for 28 years. He began his journey in May of 1994 when he started a seminar company in a small Australian town: Dubbo, NSW, Australia. After getting noticed by an accountant who wanted him to present his seminar to his clients, Rob decided to fully focus on accounting firm marketing for accountants. Since then, Rob has trained about 200,000 accountants and coached around 600 firms.

Rob Nixon is back again in this recent edition of the Growing Your Firm Podcast! CEO and founder of Jetpack Workflow David Cristello interviews Rob Nixon, an accounting coach. The two talk about:

• Benchmarking Reports
  • What surprised Rob here?
• Getting stuck in a comfortable rut
  • Why should you grow in revenue and work fewer hours?

Geraldine Carter is a business coach who aims to help CPAs get the life and business they want. She runs her own website and is the host of the Business Strategies for CPAs podcast. She has a Bachelor of Science in Engineering from Cornell University. Besides business coaching and working with accountants, Geraldine enjoys mountain biking, trails, and raising her family. 

Through her experiences with coaching CPAs, Geraldine has a lot of information to help you move forward with your practices and your firm.

In this Growing Your Firm Podcast, CEO and Founder of Jetpack Workflow David Cristello interviews Geraldine Carter. Geraldine has been on the show before and came back to talk about her experiences with business coaching and provide examples of what plagues CPAs/accountants. Many elements of life hold back firm owners—money, sense of value, where to go next, etc. Clients and the mental mind are two perfect examples of what holds back CPAs/accountants. If you don’t listen to your clients and find your interests through their struggles, you might never find your niche. It’s also easy to become your own worst critic.

Shanita Jones is a co-owner of a childcare business and a CPA in the childcare industry. Her main goal is to help childcare business owners overcome their struggles in the industry. Other than focusing on childcare, Shanita also loves copy. She assists others with mastering their copy and messaging styles. Besides work, Shanita is a big reader and learner.

In today’s Growing Your Firm Podcast, founder and CEO of Jetpack Workflow David Cristello introduces Shanita Jones--the CEO of Jones Tax and Financial Services. She recently achieved the Two Comma Club Award (reaching seven figures in her business). Shanita talks about how she found her niche and her style in marketing. Over the years, she gathered inspiration for the practices she performs now. After reading, you will, too!

Reza Hooda runs an accounting practice on the South Coast of New Hampshire in the U.K. Reza first started as a firm owner, but now he offers to coach other accountants who are willing to positively transform their work practices. Reza’s website is rezahooda.com.

In this Growing Your Firm Podcast, Jetpack CEO and founder David Cristello brought in Reza Hooda, a mentor for growing accountants. Reza discusses how he went from a struggling firm owner to only working 10 hours a week at his one million dollar firm. Reza introduces some key aspects that helped him get to where he is now.

Mark Myers is the founder of Peak Profit Solutions, and he’s a Tax Savings Architect. As stated on his website, “Peak Profit Solutions and its affiliate partners have helped thousands of individuals increase profit and permanently reduce their annual tax bill to help them better grow their business and accelerate their wealth.”

In this “Growing Your Firm” podcast, CEO and founder of Jetpack Workflow, David Cristello, discusses five tax-saving strategies for accounting clients. He interviews Mark Myers, the founder of Peak Profit Solutions. During this interview, Mark gives insight into several different ways to save on taxes in your life.

Michael Frost is the co-founder and president of Heritage Family Offices. His partner, Ralph Nelson, is a CPA and also licensed as an attorney. Heritage Family Offices is a multi-disciplinary firm comprising a law firm, CPA firm, wealth management firm, and insurance company.

In this Growing Your Firm Podcast, founder and CEO of Jetpack Workflow, David Cristello, brings in special guest Michael Frost to speak about the ups and downs of the CPA firm owner rat race. 

Although Michael found success in his firm, there was also struggle. Nonetheless, Michael is here to share his story.

In this solocast, CEO and founder of Jetpack Workflow, David Cristello, touches on compliance. Compliance isn’t dying, but some factors of the artform are going away. 

As technology becomes more present in firms and businesses, some people are fearful that automation and other technological systems/softwares are destroying accounting practices. 

David thinks that this anti-tech mindset is nonsense. Learning more about compliance will help you understand more about your practice and the direction of your business.

As we march closer to the end of 2022, we need to start thinking about what we want to bring to the table for 2023. Let’s face it--we’re not all perfect. We’ve made some mistakes this year, but we prevailed and changed what needed to be changed. We’re constantly adapting and bettering our firms, one day at a time. 

We’ve also made exceptional progress and produced innovative ideas for our firms. 

Now, it’s time to reflect on what we’ve done and see how we can edit, change, improve, or keep working on different ideas within our firm as 2023 inches closer.

In this solocast, founder and CEO of Jetpack Workflow, David Cristello, offers five questions to ask yourself as you prepare for next year. 

Some of these questions will spark mental gymnastics or already seem usual to you. Each question should challenge you to think outside the box and focus on your dedication to your firm.

In this solocast, David Cristello, founder and CEO of Jetpack Workflow, talks about three key ideas you should use to stay relevant in the market during this recession. 

While you might not be able to change what happens externally, you can find solutions internally. It’s time to look inside your business and see what you can do to improve its current state.

If you find yourself stuck in this recession, David offers three areas to focus your efforts:

1. Systems
2. Clients
3. Referrals

What can you do to create a more resilient firm? Read more below to understand what you can do to help yourself and your firm.

Loren Fogelman is the founder of Business Success Solution. From 2018 to 2022, HubSpot has recognized Business Success Solution in its annual list of the world’s top 22 business coaches. 

Her main goal is to focus on helping accounting professionals double their income while working half the time. She encourages accountants to raise their prices. With tactics like creating safe formulas and boosting your confidence during conversations with clients, Loren is eager to change how you view your current income.

Changing your rates isn’t as scary as it sounds!

In this episode of Growing Your Firm Podcast, Loren Fogelman has the perfect advice and formula that will help you effectively raise your rates on current clients.

Jassen Bowman is passionate about helping others build more profitable businesses and grow their firms. He is the founder of Tax Resolution Academy®, taxfirms.com, and the co-founder of the software startup Prolaera. He is a published author of several books, including Profit Optimizers: Twelve Big Ideas for a More Profitable Tax Firm. 

In this book, Jassen gives advice to his readers concerning growing their firms. In the podcast, Jassen talks about three of the twelve steps he created to assist entrepreneurs with growing their firms. 

From managing workflow to practicing salesmanship, Jassen is giving the best advice on how to drive profit into your firm.

Today, the founder and CEO of Jetpack Workflow, David Cristello is back with another solo cast to cover another hard topic that permeates the accounting industry - marketing. 

Most firms grow through word of mouth and thrive because they have specialized packages for a particular customer. This is ideal, but after a while, you need to have a system for acquiring new clients on a regular basis. This is achieved through consistent marketing. 

With a reliable flow of new clients each month, you’ll have more accurate forecasting and can measure your capacity and get ahead on a hiring strategy. 

Today’s episode will cover a few tactics for creating a sound marketing strategy.

Today, the founder and CEO of Jetpack Workflow, David Cristello is reflecting on a quote from Marcus Lemonis, host of the reality TV show The Profit. In the show, Marcus would go into small businesses and assess the three P’s: People, Process, and Product.

He’d determine where the biggest issues were and help the owners make corrections. 

Typically, the people (staff) were great, and when they weren’t, it was obvious they needed to go. If this were the case, he’d advise the owners to get rid of them quickly so the rest of your team can perform at a higher level. 

From there, he would assess how to get their products (which were also usually great) out of the door. This led him to a philosophy that resonates with David and many firm owners: “Look at processes before you look at the people.” 

Oftentimes, confusion and lack of growth within your staff isn’t a result of the people, but a byproduct of a bad process. It leads your staff to a lot of wasted time trying to figure out what needs to be done, on top of all of the other work they are trying to complete. Eventually, burnout is the result.

Today, founder and CEO of Jetpack Workflow, David Cristello is discussing a simple tactic that’s easy to implement and can improve profits but is often ignored—raising your prices.

Raising prices is a sensitive topic and plenty of firm owners struggle with when and how to do it. However, if you aren’t evaluating your prices frequently, you are likely underselling your clients.

However when you implement a new pricing strategy, you’ll elevate profits and your client base and have a better work/life balance as you scale.

In this special solocast episode, David Cristello, founder and CEO of Jetpack Workflow and host of the Growing Your Firm Podcast, discusses the ONE THING you need to do right after your busy season.

The Talent Crunch, also known as The Great Resignation, is affecting nearly everyone in the industry. 

The CEO and founder of Jetpack Workflow, David Cristello is addressing the problem in this podcast. He’ll cover solutions for finding, attracting, and retaining a great team. David believes with the right approach, your firm can find success in this area.

Aaron Rubin specializes in financial, estate, and tax planning. With an extensive background in financial services, Aaron takes particular pride in helping his young tech clients make tax-savvy, financially sound decisions about their stock compensation packages. He received a BA in Economics-Accounting-Spanish from Claremont McKenna College. He graduated cum laude from the University of Illinois College of Law and was admitted as a member of the California Bar in 2006. He is licensed as a certified public accountant. In 2009, Aaron also received his CFP® designation.

Aaron started his career in accounting, working at international CPA firm Deloitte, where he focused on high net worth individual income tax returns. He then moved to Abbott Stringham & Lynch — a local CPA firm — expanding his focus to estate and gift tax returns and planning. He has been with WRP since 2009.

Professional BioWRP Wealth is an investment advisory firm that specializes in helping individuals at pre-IPO make decisions about their equity compensation. With their related company WRPTax, they provide an integrated tax and wealth solution.

If you work in a marketing agency, accounting firm (or pretty much any service business), you know how frustrating it is to get information from clients.

Clients avoid your emails for weeks. When they get back to you it spirals into a 57-email trail full of questions and attachments. Even then, only half your questions will be answered and it's not clear which items are still outstanding.

It's a big mess and a colossal waste of time.

That's why we built Content Snare.

It makes gathering info from your clients fast and easy.

Think of it like sending a checklist, where your client can answer questions and upload images all in one place.

If they don’t finish everything in one go, it will send automatic reminders to make sure you get what you need fast.

It’s kind of like hiring a new personal assistant that does all the chasing for you, except you don’t have to pay another salary.

It allows you to get back to higher value work, and at the same time makes the process easy for your clients.

On average, our customers spend 71% less time gathering and chasing content than they did before finding Content Snare.

If you're an:

➡ Accounting firm -> Try Content Snare for client onboarding, monthly queries or end of year documentation.
➡ Digital Agency -> Use it to collect website content, images and copy.
➡ Finance or Insurance broker -> Ask your clients to upload all the documentation you need.

If you're not one of these, don't stress. All kinds of companies use Content Snare, including non-profits, real estate, insurance and many more.

Here's why people love Content Snare

✅ The process is *extremely* easy for your clients
✅ All your client info can be accessed in one secure location
✅ Content Snare fits right into your existing workflow

Check out contentsnare.com or DM me with any questions

I currently teach as an Associate Professor of Accounting, at Valparaiso University, Indiana. My taught courses consist of teaching undergraduate financial accountancy and Managerial accountancy, as well undergraduate Audit and Accounting Information Systems classes.

By way of research I am a Critical Race Theorist who investigates the experience of Black accountants in in the profession. Future research goals include expanding my research to develop critical models and conceptual frameworks of multicultural diversity of accountants in government bodies and accountancy organizations in the United Kingdom and United States.

Christopher Mundon is the CEO and Co-Founder of Little Newt, a company whose goal is to develop and market a truly revolutionary federal income tax automation product.

Leading the team at LittleNewt. LittleNewt is a tax preparation and practice management platform for independent CPA firms that enables real-time integration with their clients’ accounting systems, uses AI and automation to instantly create tax returns, and provides year-round, accurate tax information.

If you’d like to connect with Christopher, you can visit his website, email him at cmundon@littlenewt.com, or send him a text at 512-318-3196.

Leader in QuickBooks providing Ongoing Services for Accounting, Bookkeeping, Catchup/Cleanup, Cash Flow Usage/Forecasting, and Training Nationwide.

Since launching One 8 Solutions in 2001 and becoming a certified QuickBooks ProAdvisor, I developed a “client first” business attitude — always putting my client’s unique business needs first. Mostly, I am driven to continuously grow and improve my business skills to help my clients grow their business.

Accounting and bookkeeping are two of the deepest levels of understandings of your business, and my team and I value that partnership. Our team seeks to understand the unique nature of your business to achieve improved results. We gather knowledge of your business’s inner working by conducting a detailed assessment. We do not just learn about the expenses and revenue, we also discover what is on the periphery that has a meaningful impact to your business success. For instance, we assess how you acquire your customer base, the systems you use to manage your business, and much more. This manner of gathering information allows us to take a more holistic approach to your accounting needs and give it to you in a timelier way while providing you with meaningful knowledge of the “other half of the story.”

Caring about your business is my business. I will help you sleep more soundly at night, knowing your financial operations are stress-free.

• Jonathan Bello is the highest rated QuickBooks ProAdvisor on the Intuit Find a ProAdvisor in the Boston Market
• 2019 QuickBooks Online Integrations ProAdvisor of the Year (A Top 10 award from Insightful Accountant)
• 2017-2021 Top 100 QuickBooks ProAdvisor by Insightful Accountant
• Member of Intuit's Writer/Trainer Network - published multiple times in the Intuit's Firm of the Future website
• Taught at Scaling New Heights 2018 and 2019 on how to Assess a New Client and Clean Up a QB Online file
• One 8 Solutions is an Intuit Advanced Qualified Solution Provider and authorized re-seller. It allows us to give you the lowest prices on all Intuit software, including QBO, QB Enterprise & Point of Sale, hardware, and related services such as Payroll and Payments (CC & ACH).

Our Focus and Expertise:
✓ Accounting & Bookkeeping
✓ Catch up/clean up
✓ Cash Flow Usage or Forecast
✓ QuickBooks Consulting & Setup
✓ QuickBooks Training

Questions? We'd love to answer them.
◉ Visit our website at www.one8solutions.com
➤ To schedule a free consult - https://calendly.com/tiiu-one8/intro

Jonathan Bello, Owner
One 8 Solutions
☎ 617-332-8522
✉ info@one-8.com

I help businesses scale and grow by implementing efficient business infrastructure, processes and systems. My team and I are experts at creating, documenting and implementing processes and procedures in small/medium size companies. We work with companies that want to scale and expand as well as companies that are gearing up for transition. You can reach me at 503.750.0955 or adi@BizSuccessCG.com

I’m an accountant who puts a smile on the face of small business owners with expert, jargon-free advice they can rely on. I save business owners money, help them maximise profit and cash, and put them in control of their finances.

So why choose me as your Accountant?

• Expertise - I've been doing this for over a decade. I've worked at both the 5th and 6th largest accounting firms, been Partner at another firm and now set up my own firm Raw Accounting...so I've probably seen another business in your situation before.
• Relationships - I love nothing more than getting on the phone or in a room with my client and having a chat about their business. I'm the accountant you can talk to and actually understand.
• Like minded - just like you, I'm a business owner first and foremost. I get your pains and I have a plan to solve them.

But most importantly....

• Passion - I will leave no stone unturned in making sure your business is a success.

So what do you get when you choose me as your Accountant?

• Peace of mind - I'll give you a finance function you can rely on, so you can rest easy.
• Control - I know as a business owner you want to feel in control of your finances. That's why we check in with all our clients at least once a month.
• Fixed fees - because no one wants to feel like the clocks ticking when they pick up the phone to ask a question.
• Email & telephone support when you need it.
• Regular reviews to optimise your tax position and keep it optimised.
• A single point of contact who knows and understands your business

Interested?

📲 Email me: luke.fletcher@rawaccounting.co.uk
📞 Call me: 0118 370 2547
📩 Or just send me a message here on LinkedIn and I'll get straight back to you.

Passionate about innovation and the transformation of the accounting profession. Collaborating to build the future business model of a public accounting firm.

The pioneer and industry expert in applying Lean Six Sigma, Project Management and Constraint Management principles within public accounting firms. 15+ years of experience working in and serving the public accounting profession. Master Black Belt in Lean Six Sigma.

CPA Practice Advisor, 20 under 40 Superstars - 2016, 2017, 2018
Accounting Today Top 100 Most Influential - 2017

I help entrepreneurial accountants create generational wealth and impact, by systemizing how they attract and win the business of their dream clients.

This is accomplished by delivering cutting edge online training material coupled with dynamic coaching experiences and by providing an incredibly high degree of accountability.

After working with thousands of accountants, totaling hundreds of millions of dollars of new revenue billed and collected for my clients, I know what works and what does not in today's fast-paced digital age.

Go to https://dreamfirms.com/ to learn more and begin the process of making your dream accounting firm a reality, today!

Founder of Full Stadium Marketing: A content marketing agency providing strategy, production and promotion to get your message to your audience. Currently serving clients all over the U.S. and Canada.

Working with some pretty great people trying to change the way accounting services are delivered to Canadians.

We're always hiring for a few different roles.

Check out our careers page to find out more.
www.liveca.ca/careers

On a more personal note, here are some pics as we travel North America full time in an RV:
https://www.instagram.com/chaddaviscdn

LEARN TOP ECOMMERCE ACCOUNTING AND CASH MANAGEMENT STRATEGIES ►

When you are running a 7-figure eCommerce business, you need clarity and confidence in your finances in order to make informed business decisions so that you can grow your business.

Many sellers obsess over top-line revenue when they should be obsessing over their profit margins and cashflow.

It doesn’t matter how great your sales numbers are if you are losing money on each order.

Therefore, knowing your profit margins is key to staying in business for the long haul.

Here are 5 actionable strategies for improving your profit margins:

❶ Get clear on your most and least profitable products

❷ Reduce unnecessary operating expenses across the board

❸ Create a strategy for improving profit margins for your least profitable products

➍ Maximize sales from your most profitable products

❺ Get better at inventory management

When you do these right you’ll accelerate your ability to scale to 8-figures and put your business in a better position for a potential exit.

If you are in need of improving your financial literacy, developing efficient and repeatable systems to manage your business finances then:

DM me for a free copy of our Xero toolkit for eCommerce businesses and our eCommerce accounting guide.

I help businesses scale and grow by implementing efficient business infrastructure, processes and systems. My team and I are experts at creating, documenting and implementing processes and procedures in small/medium size companies. We work with companies that want to scale and expand as well as companies that are gearing up for transition. You can reach me at 503.750.0955 or adi@BizSuccessCG.com

Business | Legal | Tax | Charity
Lawyer | CPA | Advisor

Cool buzzwords… but what do I really do?

- I’m an architect; I help hopeful entrepreneurs plan and execute their dream businesses.

- I’m a thrift store; I find tax savings you didn’t know were possible.

- I’m an engineer; I help you design systems and processes that work for you so you can work on your business.

- I’m a physician; I diagnosis legal ailments and prescribe practical steps to achieve realistic outcomes.

- I’m an agent; I’ll help you make sure that you’re buying or selling the right business, the right way.

- I’m a matchmaker; I’ll find you the right person to solve any problems I can’t help with.

www.bossadv.com

I'm an entrepreneurial accountant and writer specializing in cloud accounting technology. I was honored to be named a "40 Under 40" in the accounting profession by CPA Practice Advisor in 2016 and 2017. I'm also co-host of the Cloud Accounting Podcast (http://www.cloudaccountingpodcast.com), a weekly news round-up for accountants, bookkeepers, developers, and anyone interested in the future of the accounting profession.

Before joining FloQast, I worked as a Manager in the Outsourced Finance & Accounting division of Armanino LLP, California's largest homegrown consulting and accounting firm.

I originally made a name for myself by founding and growing Cloudsourced Accounting, an online bookkeeping service with a mission to disrupt the business models of traditional CPA firms and freelance bookkeepers. The firm was an early adopter of cloud accounting apps such as Xero, Bill.com, and Expensify, which enabled my staff and clients to collaborate 100% remotely. Aprio Cloud acquired Cloudsourced Accounting in 2015.

Go to www.completeadvisorysolution.com and watch the video What is Advisory

If you want to talk to someone who knows what they are talking about and has been there and done it and isn’t going to talk a load of stuff and nonsense then reach out and connect on LinkedIn

MD of F3C Advantage Limited where we work with accountancy practices of all shapes and sizes

If you want to get serious about developing Advisory Services contact me

I also hold several consultancy and NED roles with a number of SME’s

I’ve been the New Business Director in a Regional Practice where we tripled the GRF of the office in two years by focusing on an Advisory Led approach.

And an Advisory Partner in a Top Ten Firm where I trained over 100 partners and managers in the nuances and practicalities of client advisory before setting up F3C.

So, I reckon I’ve got a pretty good fix on what clients want from accountants plus a pretty a good fix on what accountants feel about Advisory and why to date so many dabble rather than get serious.

For Accountants that want to get serious about delivering client centric advisory services -

Go to www.completeadvisorysolution.com and watch the video What is Advisory

"Accountants change lives, but not by producing a set of accounts"

This philosophy has driven everything I work towards.

By way of background I qualified as an ICAEW Chartered Accountant and a Chartered Tax Adviser.

I started with a regional practice, Rabjohns LLP (now Bishop Fleming) in Worcester before joining Ernst & Young and KPMG where I worked up to management.

After over a decade of professional experience, I decided to develop a professional accountancy outsourcing company and this has been a driving passion since I started the business in 2003.

I am permanently based in the UK and available for our clients to speak to about their customer experience.

We enable forward thinking accountants in practice increase profits and deliver better service to clients by delivering accounting and tax compliance services from our offshore centres, enabling firms to deliver more value-added services. Our World-Class delivery systems ensure that firms receive consistent service.

We also provide back-office accounting services for large plc corporate clients including accounts payable and receivable.

Our team care passionately about delivering a high quality service to our clients across the UK, Australia and North America and this approach is driven through all aspects of our business, delivering world-class service driven through technology.

We lead change in our Industry and are certified for Information Security for ISO27001:2013, the latest security standard for our industry and ISO9001:2015 for Quality Management. Our systems are also designed to comply with GDPR requirements and are certified to BS10012 for Personal Information Management.

We are the first specialist Accountancy Outsourcer in the World to hold the latest International Quality, Security and Business Continuity Standards.

If you'd like to explore how AdvanceTrack can help your Accountancy firm, use the link below to book your Discovery meeting.

Exclusive mentoring and training for accountants, business advisors, and consultants.

Discover the proven methodology that generates better clients, gets you 10 hours a week back, systemises your practice and enables you to scale.

💥DO YOU WANT A FREEDOM PRACTICE THAT GIVES YOU MONEY, MEANING AND TIME? 💥

Your ability to create a practice that delivers the kind of life you truly desire hinges on the kind of clients you attract, the way you deliver your services and how you run your practice. This is where we come in.

💥WHAT DO YOU NEED HELP WITH? 💥

✔️ Building the number of advisory clients you have
✔️ Getting better clients
✔️ Pricing your services
✔️ Marketing and sales training
✔️ Niching your practice
✔️ Being seen as the go-to expert
✔️ Differentiating yourself from other firms
✔️ Having proposals signed fast
✔️ Leveraging your advisory offering
✔️ Creating a freedom practice


💥 WHAT IS OUR OFFER? 💥

👉 THE BOOKS

Get access to the accountant's guide to get high-value clients - a roadmap of how to use sales and marketing in your accounting firm.
Visit - www.oopmf.global/book for a copy of The Pioneering Practice.

New book - It's here: Practice Growth Superpowers THE BOOK! Message me for a free copy.

👉THE TRAINING

Join us for a no-pitch private workshop and discover what sales and marketing you can use in your accounting firm to attract quality prospects and get high value clients.
Visit - https://oompf.global/webinar/

👉THE PROGRAMME

Click here to see the results and experience our clients achieve through our Momentum programme.
Visit - https://oompf.global/success-stories/

WANT TO KNOW MORE?

🌐 www.oompf.global
✉️ amanda@oompf.global

Message me now on LinkedIn with the word MOMENTUM to find out more

Hi I'm Rob Brown, former high school math teacher, kickboxing blackbelt, stroke survivor, chess fan, part-time musician, teetotaller and committed Christian. Most of my work is in the accounting/CPA/fintech world in these 6 areas:

❶ BD/SALES TRAINING. Online webinars or in-house business development programs that train accountants/CPAs to become confident, effective and strategic work winners. Growth related sessions include prospecting, referrals, pipeline, cross-selling, personal branding, pitching, networking and closing.

❷ EVENT HOST & MODERATOR. Professional MC, event host, moderator, interviewer and chair for F2F/virtual conferences, summits and panels in the accounting and fintech world. Throughout the pandemic, I chaired 24 virtual panels with leaders of global accounting networks and alliances to discuss the key issues and challenges. View them here: https://bit.ly/acc-panels

❸ ACCOUNTABILITY COACH. 1-1 career mentoring for accountants/CPAS to ensure they hit their goals and accelerate their careers outside chargeable hours. This includes discretionary activities such as networking, profile raising, career development, winning business, personal branding, developing commercial acumen, speaking and writing etc.

❹ PODCAST CO-HOST. The top-rated ACCOUNTING INFLUENCERS PODCAST features daily segments featuring news, rants and expert interviews for accountants/CPAs and the accounting/fintech world who serve them. https://bit.ly/accinfpodcast

❺ INFLUENCER MARKETING. Accounting/fintech vendors and accounting networks/associations/alliances hire me as an 'accounting influencer' to generate interview-based video content (testimonials, case studies, staff bios, launches) for greater brand exposure, internal comms, audience engagement and product promotion.

❻ ACCOUNTING INFLUENCER ROUNDTABLE (AIR). With Martin Bissett, I co-chair a door-opening club of 50+ practitioners, experts and vendors who serve the accounting/fintech world. https://accountinginfluencers.com/

Finally, I'm the author of Amazon bestseller BUILD YOUR REPUTATION with global publishers WILEY. I'm a featured TEDx speaker and my talk THE PERSONAL BRAND OF YOU has generated close to 300K YouTube views.

Personally, I have a diploma in accounting and coaching qualifications in 7 sports. I live in Nottingham (home of Robin Hood) with wife Amanda and 2 daughters. I'm a proud Yorkshireman, am allergic to grapefruit and cannot whistle or ice skate. I have epilepsy, am not allowed to drive and I play 4 musical instruments to an average standard.

☛ www.BDAcademy.pro ☏ +44(0) 7855 710 201

We help accounting/ERP software companies build automation solutions for data-entry from financial documents. Real-time, 100% algorithm driven delivery. Embedded in the UI of their software.

https://developer.azora.one/

Partnering with a global network of Accounting Firms in providing the most advanced IT services and products specific to the industry.

I'm the CEO of Padgett Business Services, one of North America's largest tax, accounting and payroll advisory firms serving the specific needs of small businesses.

I'm also extremely proud to be a Co-Founder and former CEO of Accountingfly, which is helping accounting teams solve their talent challenges by hiring U.S. based remote accountants.

I live in my hometown of Pensacola, FL. Alum of Trilogy Software, Scient, American Express and Monster.com.

Learn more at GoingConcern.com and Accountingfly.com

Specialties: QuickBooks ProAdvisor with expertise in setting up books from scratch. Patient teacher of recording transactions properly. Liason capabilities between CPA's and client management team - able to translate accountant-ese to plain English!

I help solo CPAs and partners in 1 - 5 partner firms get down to a 30-hour workweek without giving up a dime in revenue.

WHAT DO I DO?
I help my clients build Advisory & Consulting Services for their business owning clients, reduce workload dramatically, while increasing revenue *and* margins.

Many of my clients generate $100K+ of *new* revenue in the first 6 months of working together, while simplifying their accounting practice.

WEBSITE - SheThinksBigCoaching.com
PODCAST: SmartStrategyforCPAs.com

Email me to connect: geraldine@shethinksbigcoaching.com

Ken Pyle is a partner of CYBIR, specializing in Information Security, exploit development, penetration testing and enterprise risk management.

Ken is a graduate professor of CyberSecurity at Chestnut Hill College. As an author, he has published several whitepapers and academic works on a wide range of topics including: Public Information and OSINT gathering via Social Networking, Advanced Social Engineering, Software Exploit Development, Reverse Engineering, Web Application & API hacking.

Ken is a highly rated and popular lecturer on Information Security having presented at industry events such as DEFCON, ShmooCon, Secureworld, HTCIA International, and others.

Ken is a frequently cited subject matter expert appearing in industry publications from Veracode, Accounting Today, Netdiligence, CyberScoop, and the New Jersey Law Journal.

Ken has discovered and published a large number of critical software vulnerabilities in products from companies such as Cisco, Dell, Netgear, Sonicwall, HP, Datto, Kaseya, ManageEngine, among many others.

He is currently working on a book concentrating on Cybersecurity, Forensics and Secure Design.

Hall of Fame Memberships / Acknowledgements (brief list):

Sonicwall - https://psirt.global.sonicwall.com/hall-of-fame
Schneider Electric - https://www.se.com/ww/en/work/support/cybersecurity/wall-of-thanks.jsp
Manage Engine - https://www.manageengine.com/mobile-device-management/kb/mdm-cross-site-scripting-vulnerabilities.html
West Wind Web - https://west-wind.com/wconnect/weblog/ShowEntry.blog?id=936
Dell - https://www.dell.com/support/kbdoc/en-us/000126459/security-acknowledgements

When I was younger, people said I was too creative to be an accountant, and too organised to be a creative. Turns out the combination of those two skills is exactly why I was able to create The Profitable Firm (PF): a creative agency working exclusively and only with accountants.

I qualified as a Certified Public Accountant in the States, and worked as an auditor for the State of Arizona before coming to the UK in 2001. When I moved here, I got a job as an auditor at a local accountancy firm in Scotland, but very quickly got moved to business development and setting up a consultancy division for that firm. I then moved on to managing the European office of a global network of accounting firms, and following that set up PF. (For five years I also ran a successful international wedding photography business alongside the creative agency.)

I now focus my energies on helping inspire and educate accountants on the power of content marketing, which PF uses itself to show accountants by example how this is done.

I love training, teaching, and coaching. I'm always honoured when asked to speak to accountants - and although I like big groups well enough, I prefer the smaller, more focused groups where I can get to know people as individuals, and help them with what's troubling them in marketing. I have presented on a large scale and small scale for organisations including Xero, The Institute of Chartered Accountants of England and Wales (ICAEW), the UK200 Group, BKR International, AccountingWeb, Accountex, and Thriveal CPA Network.

PF is based "everywhere", with a core team working from the UK, South Africa, and the United States delivering outsourced marketing to accountancy firms all over the globe.

I keep my creativity alive with photography, sketchnoting, and writing. I'm now a dual British-American citizen, and (after much travel) I confirm that Scotland is the most beautiful country in the world. I drink copious amounts of black coffee.

**In an attempt to keep my LinkedIn contact relevant, if you send an invite to connect with me, please include a note as to how we are connected. No offense, but random recruiters, financial managers and coaches won't make the cut if we haven't met. THANKS!**

My personal mission is to help CPAs and small businesses to leverage technology for their success.

Once a practicing CPA I discovered a passion for technology. After years of churning out tax returns and completing audits I discovered my Hedgehog (see Jim Collin’s, Good to Great) and decided to marry my passions for the accounting industry and technology.

I am honored to be recognized as an industry leader on technology topics impacting CPA’s. This allows me the opportunity to be a speaker at industry conferences around the country. I embrace these opportunities to educate CPA’s on a wide variety of technology topics such as, cloud computing, Microsoft updates and many other topics.

During my journey I have made a number of exciting stops. Notably, as a member of the Maryland Association of CPA’s Board of Directors and ultimately Chairman of the Board. I have also participated at a variety of levels with the American Institute of CPA’s including currently on the PCPS Executive Committee. I am a regular presenter for state and national conferences, discussing technology and leadership topics for CPAs.

Live Oak Bank is exclusively focused on helping accounting and tax professionals achieve growth by offering competitive financing solutions. Live Oak is one of the largest small business lenders under the SBA loan programs. Because I only finance accounting and tax firms, I am specialized in your practice intricacies. Ask me how to get started on your working capital, acquisition, real estate, or debt consolidation needs.
Shannon.Hay@liveoak.bank 910.550.1403 www.liveoakbank.com/accounting

I teach bookkeepers and accountants how to utilize tech and automation to create better workflows, systems, and processes so they can run their practice on autopilot, stress less, and save time!

Are you wondering how this became my life?

After being in the accounting world for five years, I struggled with streamlining my practice... I felt frustrated, nervous and couldn't sleep at night because I didn't know where my client work was. I was overwhelmed by all the daily tasks, lost track of work and just couldn't keep up.

I hit a wall and decided to make a change, so I started to automate my practice. I created workflows, systems and processes to help me run my practice so I could scale, take on more clients and provide quality service in the meantime!

Now, I’m a full-time educator. I’m an Asana Certified Pro and my courses have helped hundreds of bookkeepers and accountants LIKE YOU!

Driven to solve painful problems with smart, passionate, and empathetic people ||

Jetpack Workflow is used by thousands of accountants in 18+ countries to help them better manage their client work and get their jobs done on time.

At Jetpack Workflow, we strive to live out our values of:

+ Leave it better than you found it.
+ Default to Action
+ Stay on Target
+ Serve with Humility

I have a background in (lean,cost effective, measurable, value driven) marketing, specifically for small businesses, entrepreneurs, and startups.

I am the CEO of Peisner Johnson, a state and local tax accounting firm that’s been around since 1992. I started with the firm as a staff assistant 25 years ago and has worked my way up to CEO. Currently, the firm has 25 employees and serves sellers in the United States and Canada. 

Since law changes in 2018, state and local taxes have become more complicated so Peisner Johnson has really stepped up to serve their clients as best as possible. The executive team, led by me as the CEO, has implemented new strategies to grow our relationships with our clients. “What’s Next” calls and value-based pricing are just two of the ways we've improved our customer (and employee) experience.

Throughout my career, I learned that growing in your positions means being good at managing your work and managing people, you have to be good at both.

IT'S YOUR BUSINESS. YOUR PROFIT SHOULD COME FIRST.

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.

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

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

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.

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.

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

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.

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.

Learn more ➡ https://heathersatterley.com

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

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 (https://www.dopecfo.com/in-the-press). 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.

Some would consider Brannon, the head coach of accountants. He knows the key plays. The calls. The drills. But most of all, he knows how to help accountants win! For more than 20 years, Brannon has worked in the accounting field, with the last decade focused on assisting accountants in writing their next chapter in life by navigating how to buy and sell accounting firms successfully. He is also the creator of Accounting Practice Academy, an online course that is transforming accountants on how they run their practice.

After graduating from the University of South Carolina’s prestigious Darla Moore School of Business, Brannon entered the accounting world with international giants Ernst & Young and Elliott, Davis & Company. The Greenwood, SC native, quickly realized his entrepreneur spirit and, in 1995, became a partner in a plumbing distribution business. A few years later, he dove into the manufacturing industry and then sold his interest to pursue his own business.

Brannon started brokering accounting firms in 2003 with a vision to build the best possible accounting brokerage firm in North America and opened the doors of Poe Group Advisors shortly thereafter. Honing in on its unique and seamless way to pair buyers and sellers, Poe Group Advisors wasted no time going from start-up to an internationally sought-after brand.

Brannon has built a team of specialists, with offices throughout the U.S. and Canada, dedicated to bringing the best terms to the table and ensuring a pleasant experience, making Poe Group Advisors the service leader in the accounting brokerage industry. With nearly two decades of successful accounting practice sales, Brannon and the entire team at Poe Group Advisors provide unmatched resources, insight and knowledge. Since Brannon founded Poe Group Advisors, together with his team, they have facilitated the sale and purchase of more than 400 accounting firms.

Recognizing that he was sitting on a plethora of knowledge, Brannon published “Accountant’s Flight Plan” in 2010. Filled with practical, time-tested strategies, Brannon’s manuscript has become one of the most popular books on the market for accountants wanting to level up. In 2016, Brannon followed up his first book with “On Your Own!: How to Start Your Own CPA Firm”.

Due to his thought-leadership, Brannon continues to be featured by the AICPA and CPA Canada, the world’s largest member associations representing the accounting profession. He has published numerous blogs, podcasts and articles. To learn more about Brannon, visit https://poegroupadvisors.com/about/our-team/

Jackie Meyer, CPA, CTC is President and Founder of Meyer Tax Consulting LLC, in Southlake, Texas. Her team works with executives on strategic tax planning. With her team working completely virtual across the state of Texas, the firm stays on the cutting edge of technology working closely with industry leaders on innovative products and offerings.

Jackie began her career in finance while obtaining a BS in Finance at UT Arlington. After realizing a zeal for taxes, she began working at Deloitte Tax while pursuing a MSA at Southern Methodist University. Her passion to combine technology with unparalleled client service came to light at age 27 as one of the youngest female CPA firm owners. At the same time, Jackie became a best practice consultant at conferences and accounting firms across the nation.

Wanting to harvest drive and opportunity for others, she works with local nonprofits to mentor those less fortunate in their education, career, and business ventures. Jackie also has two young children and and loving husband, Mark, with whom she attends Gateway church and explores other cultures and the world with.

Specialties include concierge CPA services for family offices, entity planning and selection, IRS representation, Multi-State investments, TX Margin Tax, and Oil & Gas accounting. She has a passion for taxes and educating the public on their rights. Going green with latest technologies and a paperless office, our clients range from Dallas locals to international remote businesses.

Request a complimentary consultation on our website meyertax.com, e-mailing office@meyertax.com, or calling 888-272-1258.

Strengthsfinder 2.0 - Futuristic, Achiever, Learner, Input, and Focus

My personality types are DISC D (Captain), Myers-Briggs INTJ, and Enneagram 8. I tend to work methodically, but aggressively towards goals with a strong preference for efficiency. I'm most energized by competition & winning, professional growth, and leading the group. See my full personality profile here: https://www.crystalknows.com/p/jackiemeyercpa

What is The Largo Group? In musical terms Largo means methodical. The vision for our company is to offer a methodical approach to accounting and tax services so that the business owner has the key information they need in real time.

The Largo Group was founded by Anne Gannon, CPA in 2016. Anne has 15+ years experience and began her career as a CPA with a big-five accounting firm in Boston, MA where she quickly realized the only winner in the 'busy season' approach was the accounting firm.

As the daughter of a life-long entrepreneur, Anne knew her dream was to make a difference in the accounting world. Anne started her quest to be different from scratch while at home with two small children and also teaching accounting at the collegiate level. To say those days were interesting would be an understatement!

Working as an Instructor of Accounting teaching upper-level accounting and finance courses at Florida Atlantic University and Eastern Florida State College reinforced the fact that most business owners have never been given the opportunity to learn the fundamentals of accounting. And yet, in order to be successful, all business owners need to know accounting fundamentals.

While teaching during the day, Anne began to experiment with how finances could be better explained to business owners. Starting with a handful of small business clients, she began to develop The Largo Group Signature Monthly report, and experimented with the key information these business owners needed to be successful.

The Core Principles of The Largo Group Vision:

Flat fee approach
Financial Analysis Included
Above-and-beyond customer service
Education and Guidance
In the last five years the Largo Group has continued to provide this innovative approach to businesses across the U.S.

Eventhough our team has grown, Anne continues to push The Largo Group to provide the highest level of service and build long-term relationships with our clients.

The Largo Group is truly The Evolution of Monthly Accounting, and we look forward to working with you on your accounting needs.

Aly & Andrew's All Aussie Accounting Adventures + CAANZ Acuity podcast host, 2021 Partner of the Year & Overall Excellence Awards + 2019 Women in Finance Small Business Adviser & Principal of the year awards + Top 50 Woman in Accounting & 2018 SA SMSF & Accounting Professional of the Year, Partner of the Year and Overall Excellence Awards and Founder of one of the Top 50 Cloud Accountants in Australia and winner of the 2021 Boutique Firm of the Year (<30 employees) + 2020 Accountants Daily Start Up Firm of the Year, All In Advisory,

As a Fellow CA and tax agent, I draw on over 25 years of experience to deliver customised accounting, taxation, advisory, transactional and cloud solutions. I am a leader in the tourism industry and cloud revolution space helping to elevate businesses to the cloud and deliver automation to future proof businesses, delivering efficiencies and improving profitability.

I am passionate about seeing businesses thrive and adapt in these times of rapid change. The ultimate success for me has come about by combining my love for my work with my passion for my family & I have built my life around this foundation.

Jackie Meyer, CPA, CTC is President and Founder of Meyer Tax Consulting LLC, in Southlake, Texas. Her team works with executives on strategic tax planning. With her team working completely virtual across the state of Texas, the firm stays on the cutting edge of technology working closely with industry leaders on innovative products and offerings.

Jackie began her career in finance while obtaining a BS in Finance at UT Arlington. After realizing a zeal for taxes, she began working at Deloitte Tax while pursuing a MSA at Southern Methodist University. Her passion to combine technology with unparalleled client service came to light at age 27 as one of the youngest female CPA firm owners. At the same time, Jackie became a best practice consultant at conferences and accounting firms across the nation.

Wanting to harvest drive and opportunity for others, she works with local nonprofits to mentor those less fortunate in their education, career, and business ventures. Jackie also has two young children and and loving husband, Mark, with whom she attends Gateway church and explores other cultures and the world with.

Specialties include concierge CPA services for family offices, entity planning and selection, IRS representation, Multi-State investments, TX Margin Tax, and Oil & Gas accounting. She has a passion for taxes and educating the public on their rights. Going green with latest technologies and a paperless office, our clients range from Dallas locals to international remote businesses.

Request a complimentary consultation on our website meyertax.com, e-mailing office@meyertax.com, or calling 888-272-1258.

Strengthsfinder 2.0 - Futuristic, Achiever, Learner, Input, and Focus

My personality types are DISC D (Captain), Myers-Briggs INTJ, and Enneagram 8. I tend to work methodically, but aggressively towards goals with a strong preference for efficiency. I'm most energized by competition & winning, professional growth, and leading the group. See my full personality profile here: https://www.crystalknows.com/p/jackiemeyercpa

Editor in Chief

I read books for a living!

Books that are poorly written and requires adept abilities to decipher and re-construct with clear intent, purpose, and direction for the desired audience.

Is your book any good?

Actively accepting books with the following:

1. Vehicles or shall I say transformers? Did you know that your vehicles transform to money makers or bottom-line breakers?

2. People (Human Capital/Employees) – “People Who Need People” like me to help them figure out why they are “The Luckiest People In The World”

3. E-Money (Credit Cards) given to employees to purchase supplies in the field

4. Physical Cash (Inventory) stored in vehicles and used in the field

5. Paid by project and/or contract

You can find these books in section HVAC, Plumbing, Electrical Contracting, Pest Control, Landscaping, Cleaning, Transportation, Logistics, Hauling, Home Repair, Roofing, Gardening

Also exploring Hash and Oil & Gas supplier books.

Schedule your Free Consultation


https://helpmeMBAS.as.me/Consultation

Hannah Stricker, Founder of Bookkeeping Solutions of Traverse City, knew she didn't want to work under the overlords forever. For 25 years, she toiled in major accounting firms and also a decade in the local sector. But, her destiny was CEO of her own accounting firm and she needed to make it happen. "It's a scary leap," she says and you can't blame her.

Casting out to the unknown shouldn't be taken lightly. For two years she thought about making the jump. At her local firm, it was a 'cushy job' with benefits and a near 6-figure salary. She loved her colleagues, her clients, the work, her pay. All she was missing the sweet taste of entrepreneurship.

Finally, in September 2017, she started her own firm. Before she left, she had 6 months of savings set aside. So, even if she didn't make a dime for 180 days, she'd be okay. Because after 4 months she would know if it would work. If it didn't, she had two months to try and find a new job.

On top of that, she saved $12,000 for office supplies, software, a computer, basically everything she'd need for an office space. Her first few months were nerve-wracking. But, once she covered her mortgage and bills, she settled in.

By her one year anniversary, she had done $70,000 in profit and paid herself a salary of $35,000 (giving her revenues over 6-figures). Her 5-year goal was to have profits of $150,000 with up to $60,000 in salary. However, due to some new clients, she may hit that by the end of her second year!

The growth is impeccable and here's how she organized her services.

Anjali Jariwala, CPA and CFP®, is the founder of FIT Advisors - a financial planning firm serving physicians and business owners virtually across the US. Prior to launching her own firm, Anjali spent over 6 years working with Fortune 500 clients at a top 4 accounting firm, PricewaterhouseCoopers, and 2 years with a large, prestigious financial planning firm serving high net worth individuals. During her career, she would often share financial advice with family and friends but began to realize that not only did most of them lack access to the best personal finance information but also their busy family lives meant they just didn’t have the time to pull it all together on their own. So, she decided she could make a bigger impact by starting her own firm. Anjali utilizes her expertise in tax and finance to empower her clients to discover and reach their life goals while building a stable financial future.

Anjali hosts the Money Checkup podcast - a semi-monthly checkup that discusses the many facets of financial well-being. She was named one of Investment News Top 40 under 40 for 2019, Financial Advisor magazine’s Young Advisors To Watch for 2020, and Investopedia’s 100 Top Financial Advisors. Anjali has been featured in Bloomberg, US News and World Report, New York Times, USA Today, Business Insider, Investment News, and more.

Driven to solve painful problems with smart, passionate, and empathetic people ||

Jetpack Workflow is used by thousands of accountants in 18+ countries to help them better manage their client work and get their jobs done on time.

At Jetpack Workflow, we strive to live out our values of:

+ Leave it better than you found it.
+ Default to Action
+ Stay on Target
+ Serve with Humility

I have a background in (lean, cost-effective, measurable, value-driven) marketing, specifically for small businesses, entrepreneurs, and startups.

"Don't want to pay taxes? Easy. Just stop making money."

This used to be my response to people complaining about taxes. Way, way back in the day before I knew the real real about how to leverage the Tax Code to build wealth and reduce your tax burden "at the same damn time".

Now, I know better. Now I know that the Tax Code has opportunities for tax reduction strategies all "up through there".

Now don't get me wrong - the easiest way to cut your tax bill is to stop making money. No money, no taxes. But there's a much better way to still make money and reduce (not eliminate) your tax burden.

After 12 tax seasons preparing income tax returns for everybody from low-income individuals to multi-billion dollar corporations, I’ve decided to switch gears and focus on teaching small business owners how to proactively reduce their tax burden with comprehensive tax planning.

As a Certified Tax Coach, I now help people keep more of their hard earned profits in their pockets and out of Uncle Sam’s hands using the same legitimate, proven tax strategies that "the big guys" use in their businesses.

https://www.instagram.com/themillennialtaxpert
https://www.facebook.com/themillennialtaxpert
https://www.themillennialtaxpert.com/taxtalk
kesha@themillennialtaxpert.com

I help entrepreneurs produce epic results.

I do this by curating high-impact environments to learn, contribute and be held accountable to taking the actions that you say matter.

Communities I impact:

- Thought Leaders who still call themselves coaches, consultants, authors, speakers and facilitators.
- Bookkeepers that want to get free from the job they own.
- Business owners that want to become free and have the business they dreamed of from the beginning.

In 20+ years working with people who run growing companies, I’ve documented how leaders’ roles need to change to meet the demands of a larger organization. This involves Leadership skills, Management techniques and Organizational structure.

CEO Boot Camp is a process to analyze about 35 different systems inside a company taking into account the maturity level of each system, it’s score against best practices, and ranking them based on whether they help or hinder the goals of the owners or investors.

For Companies and Divisions:
I bring the CEO Boot Camp on-site with a program adapted to your goals, stage of growth, and specific situation. I get input from employees then develop a customized approach based on your company objectives.

For Industry Groups and Conferences:
I bring a modified version of the CEO Boot Camp to your event as a keynote, break-out, half or all day session. The audience leaves with a greater understanding of the CEO function and a specific, personalized action plan to apply as soon as they leave the session.

For Economic Development Agencies, Co-Working, Accelerators & Incubators:
I bring a group workshop that meets every two weeks for four hours. In 5 sessions over 8 weeks, we cover most of the key systems growing companies need help with. We use case studies and examples from the group to move the companies forward. These workshops are best when the group is at a similar stage of growth: -Bootstrapped -Start-up -Scale up –Exit/Succession

Connect with me directly john@CEOBootCamp.com Since I'm on email more consistently. Free ebook at www.ceobootcamp.com/list001 

Summit CPA Group was founded with the goal of helping small businesses make proactive decisions. Our focus has been primarily on digital agencies. Unlike many CPA firms, our Virtual CFO program focuses primarily on the future, not in the past. What is our cash position looking like in two, three, and four months from now? What does our cash look like next week? How much of a cash reserve do we really need? What should our profit margin be and how do we get there? Do we have too much staff or not enough? Which customers or product lines are generating the most profit? These are just some of the questions we help the business owner answer. Our dedicated Virtual CFOs along with a team of accountants work with the business owners weekly to generate a game plan and then work hand in hand with the company to achieve victory. Give us a call at (260) 497-9761 or email me directly at jody@summitcpa.net to see if Summit CPA Group would be a good fit for you and your company. 

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.

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.

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!

Get new high ticket clients for your coaching or consulting business EVERY month with our GUARANTEED RESULTS marketing programs...

Are you tired of marketing agencies over-promising and under delivering? Are you tired of being sold fluff and interested in generating ACTUAL clients?

Then we'd love to talk with you about how we are generating REAL results for your online programs.

We specialize in helping high ticket coaches, consultants, service providers, and service based business offering online training programs. And we help to fill their program with more new clients than they can handle!

Here's why we are different...

**** Guaranteed Results
**** Exclusive to high ticket entrepreneurs
**** EXTENSIVE training to build a better business so your advertising becomes more profitable (better advertising has nothing to do with improving your ad campaigns.)
**** Fully trackable ROI - you will never not know where you stand from an ROI standpoint with us - every lead is tracked and you will always know how things are going

Here's the actual numbers behind our Conversion eCosystem™ program ....

- 15 million dollars in new client revenue generated since 2018
- 5000+ qualified inquiries generated every month
- Work in over 100 markets actively
- Spend over 1 million a year on advertising in the high ticket space each year

This program is for you IF....

**** You run an online coaching or consulting business with high value clients
**** You want GUARANTEED results marketing
**** You have room for an additional 10-15+ new HIGH VALUE clients a month

Don't just take my word for it... Check out the 9+ testimonial videos below to hear from clients directly.

If you'd like to learn more about our Conversion eCosystem™ program and how we guarantee results then check out the link below for how our clients are getting success in the program... and how you will get the same results.

https://www.kevinize.com

CPA specializing in complex tax planning and virtual CFO services for startups, entrepreneurs and high growth individuals. A leader in finding creative solutions to today's complex tax and business environment.

As one of the only Certified Tax Coaches in Massachusetts, licensed by the American Institute of Certified Tax Planners, I specialize in using advanced tax reduction strategies to help business owners and individuals with complex situations reduce their overall tax burden. 

A strategic adviser to hundreds of CPA firms in the Mid-Atlantic region, Ira works vigorously to strengthen firm performance. Noted for his probing and conversational approach, Ira created Managing Partner On-Call, a coaching process to help Managing Partners make the right impact and test their ideas. Optimum Strategies' primary focus is on strategic advancement, profitability enhancement, M&A, succession and compensation plans.

A sought-after strategic adviser, Ira is a trusted resource on effective accounting practice management, and firm mergers and acquisitions. He is also an effective writer, presenter, and keynote speaker on professional service firm success. His engaging style and deep insights have earned high ratings from audiences. He is passionate and committed to sharing success secrets.

Emphasizing practical and realistic methods to increase operational effectiveness and create strategic advantages are the hallmarks of Ira’s approach. CPA firms turn to Ira and Optimum Strategies when needing expertise in practice management, managing partner effectiveness, business intelligence processes, practice enhancement, compensation and goals programs, retreats, next generation leadership development and navigating practice transfers and sales.

Ira is frequently published in CPA industry publications and blogs. Here are some of his recent articles:


CPA Now (PICPA), April, 2016: Learn and Implement the Lessons of Tax Season - http://bit.ly/1QCAOpN

PICPA Journal, March, 2016: Five Factors for the Successful Buyer - http://bit.ly/2drh7uo

VSCPA Disclosures, May/June 2015: Life After Closing: The Essentials of Living Happily Ever After - http://bit.ly/2ecuhwN

He has also been featured in interviews in the Philadelphia Business Journal:

A Few Minutes With...Ira Rosenbloom, July, 2016 - http://bit.ly/2eyxouu

What's Behind the CPA Firms' M&A Activity, January 2015 - http://bit.ly/2eywgHn

★ Featured in the Wall Street Journal, Barron's, The New York Times, TEDx, Vistage, Inc. & Thrive Global ★

✔ Are you a driven and/or restless professional who wants to achieve without all the associated anxiety?
✔ Do you feel stuck in a pattern of behavior, leading you to ask yourself “Why do I keep doing that?”
✔ Are you a Financial Advisor, or an Executive in the Hospitality, Customer Service or the Manufacturing Industries?

I help driven and restless professionals and executives become more effective leaders by unveiling their blind spots and discovering why they keep making the same (bad) choices. How? By showing them how to improve their Judgment Quotient (JQ)® — and make choices that are aligned with their values and goals, instead of working against them.

"If you help them see it and feel it, they will fix it."

★ Want to Learn How ★
Please contact me at krishna@krishnapendyala.com or 412-301-5123. For more information visit choiceladder.com or krishnapendyala.com

★ What Clients Say ★
“Krishna explained many hurdles in ways I could understand in order to better work with them. He put faces on these issues that I saw popping up in my life. Once I could SEE these issues and face them, look them in the eyes, I was able to recognize that these animals did not have to run my life.” Vivian Lee Croft

“Krishna’s disposition and clarity help the young managers find the right direction like Moses pointing to the promise land yet his approach feels like the gentle tug from a father’s kind words to a son. That’s a special gift in my opinion. I listen to the folks he is mentoring and hear a difference in their answers. It’s maturity I hear. That’s change worthy of investing in.” Jim Keene, Founder & CEO of KEENE Building

★ Specialties Include ★
✔The ABCDs of Judgment - Judgment Quotient (JQ)® ✔ Choice-making vs Decision-making ✔ Operating in the AlphaZone ✔ Playful Mindfulness ✔Raising Self-Awareness Beyond EQ ✔2 Days at a Time ✔EAT Well!

Jackie Meyer, CPA, CTC is President and Founder of Meyer Tax Consulting LLC, in Southlake, Texas. Her team works with executives on strategic tax planning. With her team working completely virtual across the state of Texas, the firm stays on the cutting edge of technology working closely with industry leaders on innovative products and offerings.

Jackie began her career in finance while obtaining a BS in Finance at UT Arlington. After realizing a zeal for taxes, she began working at Deloitte Tax while pursuing a MSA at Southern Methodist University. Her passion to combine technology with unparalleled client service came to light at age 27 as one of the youngest female CPA firm owners. At the same time, Jackie became a best practice consultant at conferences and accounting firms across the nation.

Wanting to harvest drive and opportunity for others, she works with local nonprofits to mentor those less fortunate in their education, career, and business ventures. Jackie also has two young children and and loving husband, Mark, with whom she attends Gateway church and explores other cultures and the world with.

Specialties include concierge CPA services for family offices, entity planning and selection, IRS representation, Multi-State investments, TX Margin Tax, and Oil & Gas accounting. She has a passion for taxes and educating the public on their rights. Going green with latest technologies and a paperless office, our clients range from Dallas locals to international remote businesses.

Request a complimentary consultation on our website meyertax.com, e-mailing office@meyertax.com, or calling 888-272-1258.

Strengthsfinder 2.0 - Futuristic, Achiever, Learner, Input, and Focus

My personality types are DISC D (Captain), Myers-Briggs INTJ, and Enneagram 8. I tend to work methodically, but aggressively towards goals with a strong preference for efficiency. I'm most energized by competition & winning, professional growth, and leading the group. See my full personality profile here: https://www.crystalknows.com/p/jackiemeyercpa

Shawnna Weber is the host of Faces of Finance Podcast and the CEO of Edgewood Business Solutions, a business consulting, accounting, and bookkeeping firm that challenges the traditional transactional model of financial management. She founded this company in 2011  with the goal of developing a long-lasting consultative relationship with clients that allows them to decrease their expenses while driving profitability. 

Shawnna and her team have managed over $60 million in assets across their client base and negotiated and implemented strategy, saving companies over $1 million over the past six years.

Are you looking for an accountant who genuinely cares about you and the success of your business?

*HERE IS HOW I CAN HELP*
I help entrepreneurs with growing businesses develop and maintain the right financial systems and strategies that release them from the burden of handling the numbers side of their business while showing them how to maximize profit and minimize taxes. At a high level, my services include:
-Clean-Up - sometimes you don't always get off on the right foot when it comes to the financial side of your business. Here we help clean up any mess and set your systems up the right way going forward
-Stabilize - once things are cleaned up and functioning properly, we will serve as an attachment to your team, virtually handling the numbers side of your business and providing meaningful financials that help you, not confuse you
-Advise - once your business hits a certain size, you need more than just a team of accountants giving you the right numbers. You need an outsourced CFO to help you understand everything and give expert guidance.
-Tax Planning - while having a big fat profit is nice, most business owners (myself included) hate to share a rather large portion of that with Uncle Sam. We help you proactively create strategies that minimize your tax burden while helping reach your financial goals

*WHO I WORK WITH*
-Service-based businesses
-Specialty trade contractors

Want to get a better idea of who an ideal fit for us would be? Check out the "Who is a Client?" page on our website: https://www.meauxcpas.com/who-is-a-client

*SHOULD YOU SCHEDULE A CALL WITH ME?*
-Do you want to stop wasting time and emotional bandwidth worrying about the financial side of your business, so you can get back to being the Owner, CEO, Bossman/Bosslady you always dreamed of being in your business?
-Do you want someone in your corner who genuinely cares for you and your business and has got your back?

Let's chat! Schedule a free discovery session with me at the link below to learn more:
https://meauxcpas.as.me/schedule.php?appointmentType=category%3ADiscovery+Calls

I help right-brained business owners get at-a-glance financial clarity without spreadsheets using the Profit First cash management system.

If you don’t understand your finances, things can go very wrong. You might miss out on opportunities because you aren’t sure you can afford them, you might overpay or underpay your taxes, or you might just plain run out of money before you even notice a problem.

With our proprietary system, we educate and empower you to understand your bookkeeping reports and your business cash flow to guarantee profitability.

Go back to doing what you love in your business and kick back knowing you’ve handled the money stuff like the CEO that you are.

Whether you need a bookkeeper, have a bookkeeper, or ARE the bookkeeper - I can help.

WHAT MAKES ME UNIQUE:
Unlike many business consultants, I am not a corporate-world escapee. I know how small business works because I am a small business. Together, we will organize your systems so they make sense to YOU, not just your accountant. You will feel empowered by your new understanding of the way it all works, whether you choose to do the work yourself or outsource.

Once you have clean books, we then look at how to turn the numbers to actionable information. Even if you are terrified of numbers or have mountains of debt.

I believe in a collaborative approach. I believe in empowerment, proactive communication, and mutual respect to achieve your goals.

WHAT OTHERS ARE SAYING:
"I just did my Profit First allocations for the second month in a row! It is so cool to see the money building up in my tax, profit, operating expenses, and owner’s pay bank accounts. Doing the allocations month by month is much less intimidating to me now … I am really loving this!" – Linda Secondari, Creative Director & Principal of Studiolo Secondari

“Ean doesn't mess around with bookkeeping. Like her company name, she's fulla MOXIE. Which is nice, considering that bookkeepers are a dry, papery bunch. Not Ean. She tells it like it is, with humor and creativity.” - Matt Levy, Partner at Levy's Unique New York!

“Ean is well-versed in Quickbooks and bookkeeping practices. She is passionate about teaching entrepreneurs and small businesses. Her patience and willingness to share her time and experience have been priceless and I recommend her highly.”
- Patricia Warner, Executive Coach at Columbia University

READY TO GET STARTED?
Go to www.moxiebookkeeping.com to schedule a session to talk about your needs and goals.

LET'S CONNECT! 

CEO of award winning Xero bookkeeping and financial reporting firm Bean Ninjas. We take the stress out of managing business finances, so entrepreneurs have the freedom to live happy, healthy, productive lives. We love working with COACHES, BLOGGERS, ECOMMERCE AND SERVICE BUSINESSES.

"Hood uniquely combines three vital traits: He sees the future of the profession clearly; he discovers or creates supremely practical ways to move the profession toward that future; and he generates tremendous enthusiasm for the move in everyone he meets.” - Accounting Today Magazine

Tom is one of the most influential leaders in the Accounting Profession. In 2018 he was named the Second Most Influential Person in Accounting for the sixth year by Accounting Today Magazine (His fourteenth year on the Top 100). He was one of the first five thought leaders inducted into the Accounting Hall of Fame (2015) by CPA Practice Advisor.

Linked-in recruited Tom as one of their Top 100 Influencers and he was named to the Top 25 Influencers in Learning by HR Examiner. He is known for his prolific digital footprint and now has over 780,000 followers on Linked-in, Twitter and other social accounts.

Tom is on a mission to help CPAs, Finance and Accounting Professionals thrive in these times of exponential change. He firmly believes that what got us here, won’t get us there as the Profession faces unprecedented changes and opportunities.

Tom's recognition and awards reflect his leadership in helping CPAs be more #FutureReady through his work at the Maryland Association of CPAs and the Business Learning Institute (BLI), a center for the development of leadership, strategic thinking, and collaboration skills for CPAs. BLI has a catalog of over 600 programs and 30 ‘top gun’ instructors who provide state of the art learning and curriculum for the Top 500 CPA Firms, Fortune 500 corporations, non-profits, State CPA Societies and even internationally.

He is a graduate of Loyola College (B.A. in Accounting) and has a Master’s in Finance (Real Estate) from Johns Hopkins University. He also obtained the Certified Information Technology Professional (CITP) certification and the Certified Global Management Accountant (CGMA) certification from the AICPA. 

Author of "The Entrepreneur's Guide to Financial Statements" and more than 300 other published works on Entrepreneurship and Finance, David Worrell will help you make better business decisions, take more effective action, and build a stronger, more profitable business. Unlock the real potential of your business with David's unique approach to building durable business models.

An award-winning entrepreneur, executive, and author, David specializes in helping small businesses grow rapidly to the next level by implementing powerful financial and business development strategies.

He is a graduate of The Ohio State University, the Sandler Sales Institute, and the E. M. Kauffman Foundation's FastTrack Entrepreneur Training program. Five times -- most recently in 2019 -- he has been recognized as a "Fast 50" award recipient for building fast growing new companies. In 2012 Business Leader magazine named him a "Top 50 Entrepreneur" in Charlotte.

He has taught international business planning within the top-10 ranked MBA program at the Fisher Graduate School of International Business, in Monterey, California, and from 2002-2009 was a regular contributor to Entrepreneur Magazine on all aspects of business finance, acquisitions and exit strategies.

Worrell has run 4 successful companies of his own. His first, InfoQuest! International, Inc., was sold in 1999 to a Silicon Valley competitor. Subsequently, Worrell founded Monterey Venture Partners (MVP), a venture consultancy in Monterey California. MVP helped dozens of entrepreneurs design, build and finance their companies. From 2002-2010, Worrell was a partner in his third venture, AmeriStart (www.ameristart.com) and now is managing member of Fuse Financial Partners, where he is available as a fractional CFO.

David is a Certified QuickBooks Pro Advisor, and certified Emerging Markets Credit Analyst from Moody's Analytics.

Learn more about your business at http://www.FuseFinancialPartners.com and in his new book, available at Amazon.

Specialties: Quickly ramping revenue growth and profits by implementing market-dominating strategies and financial controls at fast-growing or emerging companies. Builds strong relationships with Angel Investors, VC, banks. Provides a roadmap to success through Financial forecasting, valuations and strategic, financial business planning.

Jamie graduated from the University of Northern Colorado with a Bachelor’s degree in Accounting and soon thereafter obtained his CPA license. During his career, he has spent his time working with middle market and large companies, both as an auditor and as a corporate accountant. In this time, he gained a firsthand view of how important the financial numbers are to the decision makers of these companies. He is now dedicated to making sure the clients he works with have similar information and tools to enable them to make the best decisions for their businesses.

IT'S YOUR BUSINESS. YOUR PROFIT SHOULD COME FIRST.

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.

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!
https://theabundantaccountant.com/5steps

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
Attorneys
Interior Designers
CPAs
Realtors
Coaches/Consultants
Small Business Owners

SERVICES I PROVIDE:
👨🏻‍💻Online Programs (Growth By Referrals, Sticky Client Experiences, etc.)
🙋🏻‍♂️1-on-1 Coaching
👩🏻‍🏫Trainings & Presentations

WHERE YOU'VE SEEN ME:
💡 Entrepreneur
💡 Fox Business
💡 Investor’s Business Daily
💡 Forbes
💡 Thrive Global

WHAT OTHERS SAY:
“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

READY TO TALK?
Send me a message on LinkedIn and I’ll follow up with my scheduling link!