Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals (Accounting,accountant,CPA)

"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.

Direct download: 2021-12-02_Interview_Vipul_Sheth_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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

Direct download: 2021-11-18_Interview_Amanda_C._Watts_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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

Direct download: 2021-11-11_Interview_Rob_Brown_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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/

Direct download: 2021-11-04_Interview_Markus_Mantere_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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

Direct download: 2021-10-28_Interview_Jamie_Beresford_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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

Direct download: 2021-10-21_Interview_Jeff_Phillips_Final..m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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!

Direct download: 2021-10-14_Interview_Terese_Thomas_Final..m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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

Direct download: 2021-10-07_Interview_Geraldine_Carter_Final..mp3
Category:Accounting,accountant,CPA -- posted at: 10:39pm EST

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

Direct download: 2021-09-30_Interview_Ken_Pyle_Final.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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.

Direct download: 2021-09-23_Interview_Karen_Reyburn_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

**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.

Direct download: 2021-09-16_Interview_Byron_Patrick_Final..m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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

Direct download: 2021-09-02_Interview_Shannon_Hay_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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!

Direct download: 2021-08-26_Interview_Alyssa_Lang_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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.

Direct download: 2021-08-19_Interview_Jackie_Meyer_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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.

Direct download: 2021-08-12_Interview_Jason_Parr_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST


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.

Direct download: 2021-08-05_Interview_Gretl_Siler_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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


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

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

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

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

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

➡️ Develop a marketing strategy designed to fit your unique DNA

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

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

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

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

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

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

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

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

Get where you want to go―faster:

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

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

Serious about growing your business?

https://sgplabs.com

Or DM me

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

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

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

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

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

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

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

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

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

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

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

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

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

Hey there. I’m Ryan.

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

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

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

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

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

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

Important links:

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

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

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

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

Direct download: 2021-06-24_Interview_John_Warrilow_Final..m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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

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

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

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

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

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

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

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.

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

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/

Direct download: 2021-05-24_Interview_Brannon_Poe_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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

Direct download: 2021-05-17_Interview_Jackie_Meyer_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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.

Direct download: 2021-05-11_Interview_Anne_Gannon_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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.

Direct download: 2021-05-03_Interview_Aly_Garrett_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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

Direct download: 2021-04-29_Interview_Jackie_Meyer_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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

Direct download: 2021-03-22_Interview_Teresa_Oliver_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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.

Direct download: 20210415_Hannah_Stricker_FINAL.m4a.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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.

Direct download: 2021-04-06_Interview_Anjali_Jariwala_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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.

Direct download: busy_season_sanity.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

"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

Direct download: 2021-03-25_Interview_Kesha_JonTae_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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.

Direct download: 20170525_MichaelPalmer_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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
 

Direct download: 2021-03-11_Interview_John_Seiffer_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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. 

Direct download: 2021-03-04_Interview_Jody_Grunden_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.
 

Direct download: 2021-01-28_Interview_Greg_OBrien_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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

Direct download: 2021-01-14_Interview_Ira_Rosenbloom_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

★ 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!

Direct download: 2020-12-10_Interview_Krishna_Pendyala_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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

Direct download: 2020-12-03_Interview_Jackie_Meyer_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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.

Direct download: 2020-11-26_Interview_Shawnna_Weber_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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

Direct download: 2020-11-26_Interview_Brady_Meaux_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

I love working with great people to pull off improbable outcomes with limited resources. 

Direct download: 2020-11-12_Interview_Yoseph_West_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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!
 

Direct download: 2020-11-05_Interview_Ean_Price_Murphy_Final.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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.

Direct download: 2020-10-29_Interview_Meryl_Johnston_Final.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

"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.
 

Direct download: Tom_Hood_Podcast.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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.

Direct download: 2020-10-08_Interview_David_Worrell_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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.

Direct download: 2020-10-01_Interview_Jamie_Nau_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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.

Direct download: 2020-09-24_Interview_Gretl_Siler_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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

Direct download: 2020-09-17_Interview_Michelle_Weinstein_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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!

Direct download: 2020-09-10_Interview_Stacey_Brown_Randall_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

Both solo and partner CPAs are burnt out and fried from a killer tax season.
They are desperate to get their time back, but do not know how. CPAs who work with me get their time back AND make more money. Most 8x their investment in the first 12 weeks, while cutting their client load.

Fewer clients, greater income.
Here's how:

✅ Shift from hourly to value-based fees

✅ Specialize inside a vertical to increase expertise and stand out from the crowd

✅ Create their Signature Framework to get better and more consistent results over time

✅ Build expertise in a narrow field to become an authority

Many CPAs bring on new clients at double their rate, or get a vCFO clients inside 12 weeks as a result of working together.


When CPAs make this shift, both the CPA *and their client* do better, with increased profitability and enhanced results for both.

Also check out:

✅ SMART STRATEGY FOR CPAs PODCAST: Weekly episodes are packed with smart content and interesting guests to help you move your practice forward on your own.

✅ SHE THINKING BIG COACHING: to learn more about the ways I can help solo CPAs and partners.

Direct download: 2020-09-03_Interview_Geraldine_Carter_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

Chandler is the author of 6 bestselling books including “Book Launch” and his most recent book titled “Published.”. He’s also the founder & CEO of Self Publishing School, the #1 online resource for writing your first book. Through his books, training videos, and Self Publishing School, he’s helped thousands of people on their journey to writing their first book.

Chandler was bitten by the entrepreneurial bug at an early age. While his friends were off searching for jobs, he was out starting businesses.

He began early (age 11) by selling his personal snacks at scout camp and, by age 17 he hired his friends to help him operate his landscaping business that earned him $10,000 for college. All in all, by age 20 he started and ran over $320,000 in businesses.

During this time, he taught other college students to run their own successful businesses and received the "Entrepreneur of the Year" award from Young Entrepreneurs Across America.

Now he's scaling Self Publishing School, a company he's built from 0 to $7M in 3 years. In 2018, Self Publishing School hit #2,699 on the INC 5000 as one of the 5,000 fastest growing private companies in America. The best is yet to come!

P.S. watch my TEDx talk HERE: https://youtu.be/sHfrvpgDsaw

Direct download: 2020-08-25_Interview_Chandler_Bolt_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

I am a professional leader who has high integrity and a passion for Shopify and Amazon e-commerce businesses. Using my many years of experience I have partnered with Connie Smith to create Financly Business Solutions offering cloud based bookkeeping and business development solutions for small to mid sized e-commerce businesses.

E-Commerce bookkeeping is hard! We are on a mission to help make it easier for online sellers and the accounting professionals that love them!

Let us tell you how we can streamline your processes and allow you access to your business information from your phone, tablet or computer. Today's business owners are busier than ever and we want to help you the business owner focus on your passions. Let us take away the day to day logging, tracking and reporting that every business must do. We want to be your Trusted Advisor and help you succeed and grow your e-commerce business.

Direct download: 2020-08-20_Interview_Teresa_Slack_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

A software developer with several years of experience in consulting and product development for the energy industry. After a brief stint in the Bay Area, I'm back in the energy capital of the world and looking to make it a lot more green!

Direct download: 2020-08-13_Interview_Whit_Grovesl_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

►►► Do you sometimes feel like your business is an adult daycare centre? Are you constantly repeating yourself, fixing errors and trying to hold things together? What if it were possible to create a business that runs itself?

If you're anything like many seasoned business owners, you've tried and failed to systemise your business. The reality is, your shiny business isn't as functional as it looks from the outside; it's unorganised, inconsistent and key-person dependent.

The good news is, I can help.

I run a company called SYSTEMology and we have developed a proven, step-by-step business systemisation framework – designed so that even the busiest business owner can deploy it.

Quite literally, SYSTEMology is the system for systemising your business.

Imagine, your business running like a finely oiled machine where your team members follow the systems and deliver your products and services to a high standard. It’s easier than you think.

We’ve already helped hundreds of business owners like you - so let’s see if it’s a good fit for you: https://www.SYSTEMology.com

And here's a short bio on myself :)

David’s entrepreneurial journey begins back in his early 20’s when he sold Australia’s most love sporting ground, the Melbourne Cricket Ground. Since then, his business experience spans from franchising retail clothing stores, to founding one of Australia’s most trusted digital agencies, melbourneSEOservices.com.

In 2016, he successfully systemised himself out of the business, hired a CEO and stepped back from the daily operations. Through this process he become a systems devotee – founding systemHUB & SYSTEMology. Today, his mission is to free all business owners worldwide from the daily operations of running their business.

Recognised as a high achieving entrepreneur, you will find many of David’s keynote presentations on YouTube including: TEDx, WordCamp and Problogger.

 

Direct download: 2020-08-06_Interview_David_Jenyns_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

An award-winning entrepreneur and finance executive, Chris has over a decade of experience leading businesses across industries to financial success. He brings exceptional skills in financial planning and budget management as well as talent recruitment.

Chris launched his own business in 2014 and saw it surpass corporate growth projections by 40 percent in a single year. In previous roles, he served as a Strategic Sourcing Specialist and Senior Financial Analyst. He is known for working closely with senior management to build and execute more effective business plans and operational strategies.

Chris holds a BS in Finance from the Pennsylvania State University.

Direct download: 2020-07-30_Interview_Chris_Pentrack_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

In two years, clients in our 2X Growth Accelerator and Machine programs have generated over $172 million and counting...

Now we've put the best strategies and methodology that is working day-in and day-out into our brand new book:

From 6 to 7 Figures

Get it free here: 6to7Book.com/FREE

At 2X, we help 6 and 7-figure entrepreneurs optimize their operations and team, get free from the day-to-day grind, and SCALE faster than ever.

We know that the best path to what you want from your business — the freedom, the income, the growth you know is possible — comes from having your business be a repeatable, scalable Machine.

You don’t need more stuff to do. You need to the right systems and strategies to get you free so that you can work “on” (not “in”) the business.

You can see more about some of our Results here: https://scale2x.com/Results

Shoot me a message. Happy to see how we can help you scale!

And definitely snag your copy of the book. I think you'll get a ton out of it: 6to7Book.com/FREE

Direct download: 2020-07-23_Interview_Austin_Netzley_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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

Direct download: 2020-07-16_Interview_Jamie_Beresford_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

Brian is the Managing Director of Interchange Capital Partners. In this role he oversees strategic initiatives of the company with a specific focus on the Family Business and Entrepreneur client segment. His focus is on helping owners think through, build and execute on a value acceleration and transition strategy for the shareholders. He believes that at its core exit planning combines the plan, concept, effort and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer, and social capital. The future of each owner, their family, and their business are addressed by exit planning through creating value today.

Brian is also the President of the Pittsburgh Exit Planning Chapter, which he helped found in 2019. The chapters mission is to give business owners a forum to get educated on true exit planning – how to build a valuable and transferable business through a proven process. He graduated from Penn State with a Bachelors in Psychology and a minor in Business. He is a Certified Exit Planning Advisor and a CFP.

When not coaching businesses, Brian enjoys spending time with his wife, Natalie, and their daughter, Quinn. He is also an avid golfer and likes the occasional scotch and cigar.

Direct download: 2020-07-07_Brian_Baum_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

As a Lean Six Sigma Black Belt, I help accounting firms challenge the status quo by leading process improvement initiatives that result in increased profitability and client satisfaction. I also facilitate the development and cultivation of future firm leaders in the areas of People, Planning and Processes. Internally, I blend concepts from Lean Six Sigma and leadership development to drive innovation and continuous improvement within our company. I also enjoy the opportunity to share knowledge through regular contributions to the Boomer Bulletin and other industry wide publications, as well as public speaking at industry conferences. I am passionate about helping achieve Boomer Consulting, Inc.'s mission to make our clients and our team successful and future ready!

Direct download: 2020-07-02_Interview_Arianna_Campbell_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

Discover how to dramatically boost your accounting firm profits while working less hours.

► Do you want to grow your accounting firm, increase profits and create efficiencies?
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
Your ability to structure your firm properly, to speed up workflow and reduce time spent on every project is your competitive advantage in growing your business. I work with Accounting partners in 1-3 partner firms to drive EXPONENTIAL business growth.
Click here >>> https://robnixon.com/

► What do you need help with?
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
✔️ Make More than $1M per year
✔️ Reduce Partner Hours
✔️ Grow your accounting firm
✔️ Improve workflow
✔️ Attract A-class Clients
✔️ Optimise your Accounting Team

► What is our offer?
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

Since May 1994 I have been working with Accountants all over the world, teaching them how to dramatically boost their profits while working less hours. I have personally coached accountants at over 500 firms, helping them realize close to $1 billion dollars in additional profits.

I do this through a revolutionary coaching model I designed, called the “Profit Time Program”. In it, my clients learn how to:
✔️Structure their firms properly, to speed up workflow and reduce time spent on every project
✔️Offer more services to their clients
✔️Attract new business through creative marketing strategies
✔️Set their companies up for continued growth without them
✔️Improve their quality of life
✔️Charge what their worth

For those clients I have coached for the first 12 months. The average is a....

Profit increase of 98.4%
Revenue increase of 20.8%
Owners time decrease of 20.1%
Team time decrease of 6.9%

► The Book
My 4th book for Accounting Firms; The Wealthy Accountant, How accountants can earn more than $1M in Profit while working less than 500 hours. Click here >>> https://robnixon.com/wealthy/

► The Accountants Menu of Services and Price List
Get access to the accounting partners guide to pricing your services – 32 pages of services and pricing gathered from 429 Accounting firms.
Click here >>> https://robnixon.com/menu/

► The Program
A high performance coaching program for growing your Accounting business faster and more profitably .
Click here >>> https://robnixon.com/mastermind-program/

► Want to know more?
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
Call: ✆ 0414 652 744
Email: ✉ rob@robnixon.com
Visit: ☛ https://profitablepartners.net/

Direct download: 20200625_Rob_Nixon_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

Taxes are annoying. Finances can get complicated. Especially, when you're a full time traveler living and working out of your RV or luggage bag. There's a lot of grey area for folks like us.

I'm a digital nomad CPA. I've been traveling the US and abroad out of a backpack, campervan, and now RV. I get the lifestyle of always being on the move.

Let's work together to get your unique situation figured out, so you can carry on to your next adventure.

Direct download: 2020-06-17_Adam_and_Lindsay_Nubern_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

A RADICALLY DIFFERENT WAY OF APPROACHING SALES

Sales is about relationships, and relationships are the new currency.

Selling isn’t about pushing. Or pulling. Success in sales is the result of connecting with authenticity, coupled a willingness to care more about your client than yourself and expertise in your products and/or services.

Sales is my “zone of genius.”

That wasn’t always the case. Like many people, I am an introvert. So, the thought of traditional “selling” used to make me uncomfortable.

Very uncomfortable.

And since my first job out of college involved sales, I needed to find a way to not only “not mind” sales, but also to get really, really good at it – and to enjoy it.

Now, thinking about sales makes my heart go pitter-patter … and not in a chest-clutching, fearful death grip that so many people feel. Instead, there’s a feeling of excitement – because I’ve developed a set of skills that has taken me further than I ever imagined at the beginning of my career.

Today, solopreneurs, business owners, and large corporations hire me to build and/or refine the skills and mindset needed to sell successfully.

No icky cold-calling. No creepy manipulation. No robotic scripts. Whether you’re a subdued introvert or an exuberant extrovert, I can you help build a foundation of skills – and a mindset – that create sales success without feeling pushy or “salesy, and without fear of rejection.


10 WAYS TO BUILD CONFIDENCE IN YOUR SELLING SKILLS

• Connect with me here on LinkedIn.
• Join my tribe of engaged entrepreneurs – the Sales Maven Society!
• Hire me as a keynote speaker for an upcoming event.
• Catch one of my many stints as a podcast contributor.
• Book me for a corporate or small-group sales training session.
• Join one of my live events.
• Get my exclusive attention as a VIP coaching client.
• Read one of my three books.
• Subscribe to my weekly newsletter
• Get my free e-book (www.yoursalesmaven.com/ebook)

READY TO LEARN MORE?

If you’re not getting the sales you need or are feeling overwhelmed, I can help. I’m a sales strategist and coach, a speaker, a podcast contributor, and an author. Helping people just like you is what I do!

Hop over to my website (YourSalesMaven.com), or send an email to nikki@yoursalesmaven.com so we can connect. I look forward to hearing your challenges, and to helping you create sales success in your business.

#Sales
#SalesCoach
#SalesTraining
#RelationshipSelling
#AuthenticSelling
#SalesConversations
#SellingSkills

Direct download: 2020-06-04_Interview_Nikki_Rausch_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

I'm a virtual CFO with the power (and the tools needed) to teach you and/or help you to maximize your profits and productivity.

Please refer to the Contact Info link above for all of my contact information. That is the fastest way to connect with me and get/give information about how we can help one another.

Attention Small Business Owners, QuickBooks Users, Xero Users, Bookkeeping Professionals, Tax Attorneys, and CPAs!

I take the complex and make it simple. I'm a teacher and I know how to make it easy for you by teaching you the financial side of your business in a way that makes it easy to understand.

I increase your productivity by either teaching you or helping you to use the small business applications that are out there and within your reach to streamline your business and make it grow.

I help you or your clients learn, retain and generally get help with QuickBooks and other business productivity software so that you can run your business and focus on what YOU do best!

I prepare you or your clients'​ financial accounting for your IRS audit so that you can have peace of mind - even during a stressful experience like an audit.

I clean up your financial accounting records, and I maintain them while managing your financial projections month to month so that you can set and reach your goals month to month and year to year.

Are you a rental property owner or manager? Visit my site at http://www.RealEstateAccountingWithQuickBooks.com

You can learn a tremendous amount from me for free. Let my blogs and my YouTube Channel speak for themselves:
https://new.nerdenterprises.com/
http://www.youtube.com/nerdenterprises

Specialties:
Want to go paperless and get your business into the cloud? I can make that happen for you.
Accounting for real estate with QuickBooks.
QuickBooks for inventory, manufacturing and wholesale
QuickBooks for contractors
Business Plans and cash flow projections

Direct download: 2020-05-28_Interview_Seth_David_NEW_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

Intuit ProAdvisor, Bookkeeper & Small Business Advocate. Jan has been involved in supporting bookkeeping professionals through initiatives such as ICBUSA, Bookkeeper Revolution, Bookkeeper Business Launch and her own FaceBook Community – The USA bookkeepers. Join her on the journey of enlightenment of small business accounting professional advocacy. Bring back the nerds and unsung heroes of math translation. The bookkeeping professional. Let us guide the small business through the next transition of technology with the new educated and highly developed Bookkeeping Professional.

Direct download: 2020-05-21_Interview_Jan_Hugo__NEW_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

Let's talk accounting! I know, it's super boring. But at least we can make it a bit more interesting somehow. Accounting firms are slowly moving towards cloud-based services, and really, that's the future of the accounting industry. So what does that mean for you? Lower accounting costs and a more streamlined accounting process.

My team and I at Blueprint Accounting know how to integrate numerous apps with your accounting software. This ultimately reduces your bookkeeping costs and allows us to focus on the strategic side of accounting, to provide you the right advice, at the right time and to make the right decisions to grow your business.

Let's connect today for a free assessment to get you on the road to accounting automation.

Specialties: App Integration with Accounting Software; Budgeting; Forecasting; Variance Analysis; Financial Reporting; Financial Modeling; Teamwork; Business Case Analysis; Accounting

Direct download: 2020-05-07_Brian_Clare_NEW_Final_.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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. Co-founder of Backoffice Ally, a bookkeeping and tax firm located in Rhode Island, providing clients order, simplicity, and clarity in their financials. Co-Host of the 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.

Direct download: 2020-05-07_Heather_Satterly_New_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

Direct download: 2020-04-30_Interview_Dane_Maxwell_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

★ 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!

Direct download: 2020-04-23_Interview_Krishna_Pendyala_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

TimeDoctor.com is one of the worlds leading time tracking softwares for remote teams.

We help companies to be able to manage remote workers just as if they were in the same office, maintaining a high level of productivity.

Our goal: To help individuals and organizations to be more productive, to help stop people wasting time on distractions and instead finish what is important to them.

Remote workers can easily and quickly track their time so they remain productive, and business owners can relax knowing their team is being effective.

Direct download: 2020-04-16_Liam_McIvor_Martin_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

As an accountant, tax advisor or accountant, do you also want to be relevant to your customers in the future? Do you want to continue to earn a good income without having to double your customer base? Then you have to add value that goes beyond putting the numbers in order: become a profit advisor!

As a financial expert, doing the accounting and taking care of the tax returns was the goal of your work. Thanks to automation, computers take more and more of the standard tasks.

With my team, I train accountants and accountants to Profit First Professional.

A Profit First Professional is:
• A Bookkeeper, Accountant or Business Coach who uses the Profit First method to guide his customers to a profitable (er) company.

What will it bring you?
• You attract high-quality clients with greater ease, who are happy to pay you well because you provide first-class services.
• You switch from an hourly invoice to a price structure in which you are paid for the value you provide so that you do not have to work as hard.
• You learn how to really help the customer become more profitable, instead of focusing on tax and accounting details.
• Gain more confidence and skills by anticipating your industry, achieving your own financial goals and helping customers really build a financially successful and profitable business!
• You build your own company so that you earn well with less effort and more fun.

I am the author of the bestseller Finance for freelancers and contributed to the Dutch edition of Profit First. I am the author of De Winstadviseur.

As a speaker I like to inspire the following target groups:
- Bookkeepers, accountants and tax advisers (Lecture: The Profit Advisor)
- Entrepreneurs (Lecture: Profit First)

www.profitfirst.nl
www.profitfirstprofessionals.nl
www.dewinstadviseur.com
team@profitfirst.nl

Direct download: 2020-04-09_Interview_Femke_Hogema_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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.

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.

Direct download: 2020-04-03_David_Cristello_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

The Accountant Success Formula™ is the Path to Freedom.

This is the formula I developed in my own accounting practice and now share with accountants around the world.

If you are tired of:

      • The outdated model of trading dollars for hours
      • Working endless overtime
      • Working with unappreciative clients
      • Feeling frustrated that your hard work has unmatched rewards

...then this formula will liberate you.

It is a step-by-step system that outlines the exact strategies needed to make significantly higher profits, attract only the best clients and work far less hours so accountants can enjoy the time, freedom and lifestyle that they deserve.

This is NOT a magic pill or fluff!!!

This is a fresh and innovative approach that is based on solid, proven business strategies that maximizes your profits based on the real value you provide.......not on the quantity of hours you put in.

With the Accountant Success Formula™, I give you my step-by-step proven system delivered by videos, training and one-on-one coaching.

This system will change your accounting practice from a dollars-per-hour, transactional model to a value-based model, resulting in significantly greater profits, high-tier clients, far less work hours, greater respect and appreciation for the work you do, and the time and freedom to create the lifestyle you want.

If you want to learn more about the Accountant Success Formula™ or how I can help you discover a new and better way of doing business, then contact me at Erik@ErikSolbakkenCPA.com.

Direct download: 2020-04-02_Interview_Erik_Solbakken_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

Attention Small & Medium Businesses and Accounting Firms!

I Don’t Coach Your Traditional Accountants, Bookkeepers and Business Owners.
I collaborate with future thinking professionals who believe in the mightiness of online accounting.

I specialize in Cloud Accounting education and coaching.
I would love to introduce Cloud Accounting SaaS to you and your clients!
LOVE TO! Not like to, love to.

When I educate people about cloud accounting, it’s always rewarding.
For me, for you, for your team and clients.

I am friends with many great cloud programs and they are cool and fun.
Granted it’s fun in an accounting sort of way. Not an intro’ing people to a new craft beer kind of fun, but a “going to make your business run ticky-boo“ kind of fun.

I want to help you and your firm or business learn more about what’s out there, what it can do for your company and how it can help optimize the relationships with your team and clients.

I am a relentless organizer who believes cloud financial technology is key to organization.

I want to help you realize the power and freedom that comes with embracing the mightiness of online technology.

Direct download: 2020-03-19_Interview_Kellie_Parks_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

I am an entrepreneur and cloud accounting professional, most recently as CEO of Reconciled, Co-Founder of Humnly and Co-Founder of BlockchainVT (if you are working on a Blockchain project, shoot me an email at michael@blockchainvt.co).

I've served in a variety of financial leadership capacities, from Controller to CFO. After moving to Burlington, VT in late 2011, I've quickly became a trusted adviser to CEOs and business owners, developing a niche as a part-time CFO. I launched Reconciled in 2015 as my customer's demands for bookkeeping services grew and the technology to serve them online has come to a good level of maturity. We have grown relatively quickly and was selected by Intuit as a 2016 Firm of the Future Runner-up and 2018 US Firm of the Future, recognizing us as one of the most future-ready and forward-thinking firms in the world. I was also selected to serve on Intuit's Accountants Advisory council for 2017-2018.

In order to help more entrepreneurs with thrive in the businesses, I co-founded Humnly to provide on-demand HR services as a compliment to Reconciled's bookkeeping services. I've also become fascinated by the disruption that blockchain technology will have in the accounting industry, hence my interest in launching BlockchainVT.co and am a Blockchain Certified Expert with the Blockchain Council.

HOW DO I KNOW IF I NEED AN ONLINE BOOKKEEPING SERVICE OR VIRTUAL CFO?
As an online firm, we bring financial leadership in all areas of accounting (from Bookkeeper to CFO) to businesses across the country. Thanks to cloud technology tools like Quickbooks Online, small businesses can now afford bookkeeping & CFO services remotely. If you want to spend your time focusing on what you do best and let me and my team do what we do best, don't hesitate to reach out.

Let’s connect!
michael@getreconciled.co

Direct download: 20200220_Michael_Ly_Finals.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

Chief Marketing and Head Bottle Washer. Enjoy working with thousands of small accounting firms in North America ranging from website development, outsourced marketing, to marketing partner.

Build Your Firm excels at accounting niche development so you can develop a competitive advantage and reduce price competition.

In a nutshell, I am passionate about marketing and building businesses. I've been doing marketing for 30+ years and still enjoy helping accountants develop amazing practices that are worth more (higher multiple when you sell).

Direct download: 20200213_Hugh_Duffy_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

The most professional accounting outsourcing partner to help you build and grow an offshore team. The experts to select and develop your best people. We live and breath the accounting industry only. Everything we do is about making your life easier.

We understand the value of your time and the trust your clients place in you. Our eco-system provides people experience,professional development, technology, security, peer to peer community, social impact and leading-edge facilities.

Direct download: 20200129_Nick_Sinclair_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

Want the perfect social media funnel? Grab yours here - https://www.leaders-online.com

Are you a professional service provider who wants to grow their business? Let's see if I can help. Schedule a free discovery session here - https://calendly.com/leaders-online/marketing-discovery-call

Direct download: 20200123_Katie_Thomas_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

Radio Talk-Show Host, The Soul of Enterprise: Business in the Knowledge Economy, heard on www.voiceamerica.com

Writer, seven books published:

Professional's Guide to Value Pricing (CCH)
The Firm of the Future (Wiley)
Pricing on Purpose (Wiley)
Measure What Matters to Customers (Wiley)
Mind Over Matter (Wiley)
Implementing Value Pricing: A Radical Business Model for Professional Firms (Wiley)
The Soul of Enterprise: Dialogues on Business in the Knowledge Economy

Educator on pricing, trashing timesheets, firm of the future, leadership, ethics, economics, innovation and creativity, marketing, intellectual capital, knowledge management, and other topics.

Specialties: Pricing, ethics economics, marketing, intellectual capital management, and leadership for professional knowledge firms--CPA, law, advertising, IT firms, etc.,

Direct download: 20200116_Ron_Baker_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

Are you running a new or established accounting firm?

Do you feel frustrated because you are not getting the A-Grade, higher value clients that you really deserve and desire.

Are you wasting your time working with clients that drain you?

Or, worse still, do you struggle to even get a steady flow of new clients?

Would you like a proven method for getting 3-5 sales calls a week booked into your diary?

And crucially would you like a way to do this that fits with your personality, and how you want to live your life?

My methods are proven, highly effective and simple - all you need is 5 hours a week.

If you are amazing at what you do, and want to get the higher value clients seeing you as the hero to their business, then I can help.

If you need a proven process, accountability and coaching then my programs - Momentum or Velocity - will be for you.

If you are:

- starting a new accounting or bookkeeping firm and want to leave your day job

- Already working with clients in your established firm but your revenue has plateaued

- Needing to add £100K to your revenue in the next 60-90 days

- Have time to work with 2-3 new clients a month

- Have 5 hours a week to implement

- Are friendly and coachable

Then we could well be a good fit.

I absolutely LOVE helping accountants and CPAs get the Superpowers that drive the success of their business. Your results are my number one priority. My programs come with a guarantee.

When you wake up with your calendar full of messages from ideal clients wanting to work with you, everything in your firm becomes easier.

Whats next?

Click on the blue connect button above.
Watch the Case Study where I cover how accountants/CPAs can acquire 3, 5 or even 7 high value advisory/consulting clients every month without spending a penny on advertising or copious amounts of blogging
https://amandacwatts.com/case-study/

Direct download: 20200102_Amanda_Watts_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

Money Smarts Inc strive and specializes in small business accounting. Our success is measured by the success of the great company's we work with.

Direct download: 20191226_Russ_Cowan_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

Founder & Managing Tax Partner of PrietoDion Consulting Partners LLC, a State and Local Tax (SALT) consulting firm. A tax executive with over 25 years of professional tax experience, including "Big 4" public accounting and corporate experience. A CPA, with a Masters in Taxation, extensive and broad tax experience and leadership skills. A multi-faceted tax professional with knowledge in several areas of taxation and a subject matter expertise in State and Local Tax ("SALT").

Also a speaker, blogger, tax writer and columnist whose articles on technical tax developments have been published in the Journal of Accountancy, Journal of State Taxation, Bloomberg BNA’s Multistate Tax Report, IPT's Tax Report, and in other leading tax journals (See Publications section below). The author of "Minding Massachusetts", a quarterly column published by Tax Analysts in State Tax Notes. The creator/author/publisher of The State and Local Tax “Buzz” blog; the 'e-Commerce/Internet Sales Tax', 'Sales Tax for Foreign Sellers', and 'Massachusetts Sales Tax' blogger for SalesTaxSupport.com, and a tax blogger for AllBusiness Experts.

SPECIALTIES: Multi-State Taxation | State & Local Tax ("SALT") | Corporate Income/Franchise | Sales & Use | State Payroll Withholding & Unemployment Insurance (UI) | Federal & State Employment Tax | e-Commerce Taxation | US State Taxation of International Companies

Direct download: 20191219_Sylvia_Dion_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

As a CPA, I’m passionate about developing creative strategies to reduce tax bills. And as a real estate investor, I’m passionate about building long-term wealth.

I’ve combined these two passions in my role as CEO of The Real Estate CPA (www.therealestatecpa.com). Our team has significantly reduced tax bills for real estate investors across the globe.

We are dedicated to helping high net worth individuals and general partners in real estate syndicates and funds with reducing their tax bills and streamlining their accounting functions.

We leverage technology and develop automated solutions to give time back to our clients.

Check out The Real Estate CPA Podcast >>> https://podcasts.apple.com/us/podcast/the-real-estate-cpa-podcast/id1125252777

Direct download: 20191205__Brandon_Hall_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

Innovative digital marketing strategist.

I am dedicated to serving my clients in the highest capacity that I am able to by setting realistic expectations and delivering top tier results.

Expertise in digital marketing, Clickfunnels Certified Partner, Infusionsoft Certified Partner, conducting training seminars/webinars, sales coaching, along with implementing & supporting our top tier programs.

Direct download: 20191121_Tyler_Clark_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

I’m a recovering '9-to-5-cubicle-dwelling' accountant, indie maker, and new father.

Throughout my decade long accounting career, I’ve been reading and following the intersection of accounting, technology, and creating a better work/life balance.

As a result, I’m building RemoteAccountingJobs.com, a job board featuring the best remote accounting jobs in the US.

Subscribe to my newsletter for my top tools, career advice, and job opportunities to help you build a remote and flexible accounting career that fits your life.

You can also find me on Twitter.

Direct download: 20191114_Jeff_Maddux_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

A highly accomplished and results-driven TOP EXECUTIVE, with extensive experience in sales, marketing, merchandising, finance, human resources, IT, operations analysis, strategic planning, and team leadership. Utilizes passionate communication skills to clearly convey messages to internal and external parties. Develops systems and methods to facilitate effective goal setting and execution. Directs multi-functional teams to ensure the attainment of established objectives. An integral leader who develops a clear vision to secure long-term organizational growth and success. Utilizes work expertise to serve as a board member of two non-profit organizations and as a volunteer mentor.

Specialties: Leadership Training, Leadership Coaching, Sales Training, Christian Volunteer, Non Profit Board of Directors

Direct download: 20191107_Len_Petracosta_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

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

Direct download: 20191024_John_Seiffer_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

A behavioral psychologist by training,an entrepreneur by nature,and a mentor by choice,Lee has a career that has taken him from a cushy perch as a nationally known researcher and author into the rough and tumble world of business start-ups and finally to a place where he can focus on the parts he loves best.

A natural strategist ,teacher and expert in high growth firms Lee loves to solve complicated business and marketing problems and help increase the impact of that most maligned character of all...the CEO.

Author,researcher,strategist,consultant,producer,teacher or coach are all roles that fit well.

Specialties: Strategy,marketing and branding for professional services firms.I'm especially interested in the challenges of accelerating and managing growth.

Direct download: 20191017_Lee_Fredrickson_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

Hi! I’m Ryan Lazanis. I’m a CPA by trade but definitely don’t consider myself a normal accountant. I identify more with being an entrepreneur and I love innovative technologies and disruptive business models. What I’m really passionate about is helping to modernize the old, archaic, traditional accounting firm model. After spending many years in public practice at a small CPA firm, I decided to start Xen Accounting in 2013. The firm was one of the first of its kind in Canada. 100% online, totally paperless, fully cloud-based & leveraging the latest technology to automate processes for the firm and its clients. The firm was comprised of a team of geeky CPA’s, bookkeepers and technologists. We looked at what millennials (employees and clients alike) hated from the traditional accounting firm and turned that on its head to offer a new service in the country.

After 5 short years, Xen Accounting was acquired by Equiom, an international corporate services firm, thanks in part to the tech-oriented, scalable model that had been created. On a personal level, in those 5 years, I also learned a heck of a lot about starting, crafting and running a modern, automated, online accounting firm that provided customers with an exceptional customer and experience and team members with a modern work environment.

Future Firm is an extension of my experience in the world of modern, technology-driven, forward-thinking accounting. With Future Firm, my aim is to help firms think about the future of their firm and to help them adopt a model that’s more geared towards the digital age. Something that’s more automated, more virtual, one that takes into account changing client expectations, is more visible online and caters to the upcoming millennial and Gen Z generations.

I also like writing & speaking on the subject of technology & accounting. I’ve been a writer for Techvibes, featured in international publications and have spoken at various events around the world.

Direct download: 20191003_Ryan_Lazanis_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

Certified Mastery Profit First Professional guiding entrepreneurs out of debt and into predictable, sustainable profitability so they can create the life they love.

I 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 profit strategist, you actually fattened your wallet? My firm does just that.

We are Certified Mastery Level in the Profit First method, have direct hands-on experience increasing the profits for multiple businesses, and collaborate with other Profit First Specialists throughout the globe. What this 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 now.

http://marcam.ca

Direct download: 20190926_Lisa_Campbell_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

 Areas of Practice

  • Certified Public Accountant with 17 years tax experience
  • Certified Valuation analyst with 10 years experience in business valuation
  • Serves small businesses and individuals in the areas of taxation, business valuation, financial reporting and software support services

Education
     •  Graduated Summa Cum Laude from Clarion University
     •  Received the Elijah Watt Sells certificate in recognition of
performance in the CPA exam

Direct download: 20190919_Frank_Stitely_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

Direct download: 20190912_Justin_Pulgrano_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

I look forward to meeting with clients to help them automate their small business bookkeeping so they we can focus on their financial strength. We review the financial statements to make them easier to understand, and take action steps together to achieve the owner's goals. Some want to grow the business, while others are ready to build an exit strategy. We help with all phases in-between, and with Rochelle's tax expertise we offer the full services that so many businesses need. What could you do with a CFO in your corner?

Direct download: 20190905_Susan_Wilson_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST