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

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

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

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

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

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

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

I help entrepreneurs produce epic results.

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

Communities I impact:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Here's why we are different...

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

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

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

This program is for you IF....

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

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

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

https://www.kevinize.com

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

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

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

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

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

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


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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

LET'S CONNECT! 

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

We serve entrepreneurs and small business owners to grow their businesses, PROFITABLY. traditionally accounting and bookkeeping services are transactional - do the books, prepare the taxes, etc. Numbers in numbers out, and you pay a fee. But what about profit? What if at the end of the day, by working with your accounting firm you actually fattened your wallet? My firm does just that.

Yes, we are excellent at bookkeeping and accounting, but you should expect that from anyone you work with. What makes us different is that we drive profitability in your business.

We are certified in the Profit First method, have direct hands-on experience increasing profits for multiple businesses, and have access to profit specialists throughout the globe. What his means is we have the strategies to make your business more profitable than it has ever been before. And we are ready to do it for you starting right now.

Our commitment to each of our clients is simple. We take the accounting, payroll and tax filing worries off of you, so you can spend your time growing your business. We provide business and financial consulting services.

I love selling…and I can help you love it, too.

I’ve earned the nickname “The Pitch Queen” by helping entrepreneurs and accounting professionals learn how to sell high-value services to their dream clients - without feeling sleazy, pushy, or desperate. And I’ve even been told that I make selling fun!

I show my clients how to have empowered sales conversations, own their value, and confidently charge higher rate so they can earn more, work less, and have the life of abundance they desire. My unique and proven sales system is currently helping CPAs add $10k to $50k in additional revenue every month.

Over my 20 years in sales and entrepreneurship, I’ve sold everything from mortgages to paleo meatballs to million-dollar homes and have worked with multiple CEOs at billion dollar companies, landed contracts with national retailers like Costco and The Vitamin Shoppe, and even pitched my way onto ABC’s Shark Tank.

My formula for success is a simple one: establish genuine and lasting business relationships, own your value and worth, and share your unique gifts with the world here!

Get my Simple 5-Step Process for helping accountants just like you enroll more high-level clients at the prices you deserve here!
https://theabundantaccountant.com/5steps

WHAT I DO: I help business owners achieve a referral explosion by teaching them how to execute on a simple, 5-step process to receive referrals without asking, without paying or without manipulation.

HOW I DO IT: I show you how to identify and nurture relationships with your referrals sources plus plant referral seeds in an on-going memorable and meaningful way. This process saves you time in growing your business and allows you to be seen as the expert, not the always hustling salesperson.

WHY IT WORKS: For decades the advice on how to generate referrals has been to “just ask.” But when you understand the human dynamic and psychology behind why referrals happen, you unlock the ability to generate referrals without asking for them.

WHO I WORK WITH: I partner with business owners who build trust and form relationships with their prospects and clients including...
Financial Advisors
Attorneys
Interior Designers
CPAs
Realtors
Coaches/Consultants
Small Business Owners

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

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

WHAT OTHERS SAY:
“I received on average 4 referrals a year before starting the GBR program. In our first year on the program, we hit 20 referrals. And now we receive 3 to 4 referrals per month, averaging 40 referrals a year! I had tried other sales programs – demanding I call people, get meetings, ask for referrals – and I would leave almost in tears after every training session, because I’m not a salesperson, I’m a lawyer. The GBR program allows me to be authentic AND have results.” – Katherine Taylor | Attorney and Firm Owner, Taylor Legal

“Before I started the GBR program, I only received about 2-3 referrals per year but now – just 6 months on the program – I have received 7 referrals. As a financial advisor, referrals are the life blood of my practice and because I had received some in the past, I knew I was capable of receiving more. I just needed a process, system to release those hidden referrals. But I just didn’t know how. Stacey taught me how to unlock it.” - David Ferguson | Financial Planner, HF Financial/Mass Mutual

“We average 40 referrals a year but following Stacey’s Growth By Referrals program we have crushed it in our first year bringing in 187 referrals!” - Lisa Woodstock | Co-Owner, Woodstock Media

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

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.

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

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.

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!

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

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

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.

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!

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/

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.

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

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

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.

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

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.

★ 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!

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.

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

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.

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.

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.

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

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).

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.

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

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.,

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/

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.

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

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

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.

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.

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

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

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.

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.

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

 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

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?

My name is Adrian Dayton. By day I am the Founder and CEO of Clearview Social, an app used by over 100 professional services firms to make it easier to get their team sharing on social.

I’m an internationally recognized speaker on social media and business development. I’ve trained over 15,000 professionals on LinkedIn, Twitter and effective blogging strategies. I’d love to help make your next Partner retreat, LinkedIn training, or offsite event a transformative experience.

Louie made the leap towards entrepreneurship and started his own firm in January of 2016. Louie's firm primarily works with individuals and small to medium sized business owners nationwide, where he helps business owners and individuals get in control of their finances and taxes. Louie has been able to utilize social media to build his business and is now starting to teach aspiring business owners and entrepreneurs how to build and grow their own business. Louie has 6 years of experience working as an accountant in both the public and private sector.

Louie resides in Bellflower, CA, with his wife, Miranda, and his three dogs. In his free time he coaches the JV football team at Valley Christian High School, in Cerritos, CA.

Feel free to reach out to me here on LinkedIn or at 714-440-4839.

Aside from being a partner at L&H, Kyle is also the owner of Atlas Wealth Advisors where also provides clients with a comprehensive roadmap to meet their financial goals. He spends a considerable about of time on continuing education, attaining advanced designations from The Booth School of Business in Chicago and The Wharton School of Business in Pennsylvania. In addition to writing The Personal CFO, Kyle has been featured in the following:

• The Wall Street Journal
• Accounting Today
• CPA Trendlines
• Wealth Management Magazine

He’s also been interviewed on Fox News & NBC. An endless passion for entrepreneurship and helping others understand finance guides Kyle’s days, but the reason behind it all centers around maintaining and creating the best possible world for his three favorite girls ever: his wife, Jennifer and his daughters, Olivia & Claire. When he’s not spending time with his family or working, Kyle spends a fair amount of time hunting for spicy salsa around town and reading.

Steven Brewer & Company, CPAs, PC is a full service accounting and consulting firm. We cater to a wide variety of clients ranging from individuals to medium-sized corporations. We specialize in retirement planning, business consulting, investments, estates and trusts, and personal financial planning. In addition to our specialty areas, we also provide tax and accounting services, including tax planning and tax return preparation, payroll services, business advisory, bookkeeping and financial statements.

Jody Grunden is the managing member of Summit CPA Group. Jody focuses his attentions primarily on Virtual CFO Services. Jody meets with business owners on a weekly basis to assist them with Cash Flow Management, Forecasting, Budgeting, Debt Restructuring, Cost Accounting, and Cutting Edge Tax Planning. Jody takes great pride in helping business owner strive in all economic conditions. He strongly believes that a well run company will excel in both a good and bad economy. Jody began developing his extensive background in accounting and tax by bringing together his experiences in both corporate and public accounting. Jody is also the author of Digital Dollars and Cents. Over 20 years of experience. Jody is a member in good standing of both the American Institute of Certified Public Accountants and the Indiana CPA Society. Jody has a well-rounded professional background with experience in both public and corporate accounting. He developed a broad base knowledge at two regional accounting firms: (1) Crowe Chizek and Company and (2) Geo S. Olive (now BKD). His public accounting background was further enhanced with his corporate experience. Jody worked as the tax manager for a $250 million international, multi-state, manufacturing company, Rea Magnet Wire Company, Inc. While at Rea Magnet Wire Company, Jody stood before the Taxation and Revenue Department of the State of New Mexico and won an appeal for a $300,000 Investment Credit that was earlier denied by the department. The appeal was a Published Decision.

I started in accounting back in 1991, when it just kind of found me. I continued working for other companies for quite a few years, keeping records, preparing reports, payroll (you know, all the fun stuff), but also helping develop new policies, procedures and software implementations. I took night classes at SAIT, going for my Diploma in Business Administration with an Accounting major, where I graduated with honors in 2008.

I established Bottom Line Bookkeeping a year later, giving me a place where I could work towards my personal vision of how bookkeeping should be done. I've always been a bit of a technology junkie, always wanting the latest and greatest, and I could really see the potential for technology to change the way bookkeeping and accounting were approached.

What I love best about this field is solving problems for my clients. I believe in a transparent, collaborative approach to accounting, which helps me identify individual problems they're facing and work together to find a solution.

Where old school accounting really just comes down to recording history, I try to take a more proactive approach, working closely with clients to develop complete business solutions.

Making it easy for clients to "set it and forget it" allows them to focus on what they do best, while I do what I do best.

I head up all of our customer facing efforts here at Jetpack Workflow and oversee our Success and Support Teams.

We work with thousands of customers in 18+ countries and I love every one of them.

I'm passionate about building long term relationships, solving problems, and bringing value to the world.

Work Smarter, Make More Money, & Take More Quality Time Off with Chuck Bauer’s business consulting and sales training! Companies and businesses from a variety of industries benefit from his business consulting, sales management consulting, individual sales coaching & sales tune ups drawn.

I use Quickbooks Online and apps to give you real time data. Hand your books over to me with ease, knowing I will take care of your books with skill and confidence. I come equipped with custom apps that will save you so much time - it’s as easy as taking a picture! I work with everyone from small business owners to large organizations. Call or email me for more information on the bookkeeping services I can offer your business.

Are you looking for a trusted and reliable financial team who care about you, your business, and your vision for your business?

► HOW I CAN HELP YOU ◄
I help owners of modern service-based companies to free themselves from the hassle of dealing with the numbers side of their business. My services include:
♦ Cloud accounting and bookkeeping using QuickBooks Online
♦ QuickBooks Online set up and conversions
♦ Regular QuickBooks checkups
♦ QuickBooks cleanup (from small to colossal)

► CLIENTS I WORK WITH ◄
♦ Modern service-based companies
♦ Creative and innovative businesses
♦ Veterinarians

► IS THERE VALUE IN US TALKING? ◄
♦ Do you want to free up your time and stop worrying about your business so you can do what you love?
♦ Do you want to work with highly qualified, trusted, and dedicated professionals dedicated to your success?
♦ Do you value working with an expert?

Let's talk. If you're unhappy with your current accounting pro or if you're ready to let experts handle your financial management. We are a trusted and reliable team of experts with a proven track record.
Schedule a free discovery session at ♦ https://vmwasek.as.me/vw45dc ♦

MY STORY:
After losing two jobs to the great recession, I started my professional services company in 2010 from nothing - no clients and no employees. I read the book "The E-myth Revisited" and realized that I am an entrepreneur and I never looked back. I set out to reinvent the traditional accounting firm and to redefine the role of the accountant. I focus on listening to my clients and with improving their business lives so they can focus on their passion.

Hey Real Estate Professionals,

Are you ever surprised by the amount of taxes that you owe at the end of the year?

Do you ever wonder about the true profitability of your business?

I have worked with many agents and brokers who have asked these same questions and have built solutions that cater to each specific situation.

If you are interested in hearing more about how my services can take your business to the next level, I would love to jump on a quick call with you and talk about your situation.

To schedule a FREE Strategy Call with me, check out my website at www.slgadvising.com or please email me at steven@slgadvising.com.

Instagram: @stevengabrielsen

What is Profit First Professionals (PFP)?

An exclusive hand-picked community of accounting and business professionals who are using the Profit First methodology to help their clients build highly profitable businesses using a consultative approach
What are the Key Benefits?
Easily attract higher quality clients who are searching for quality professionals to provide premium level business services
Finally switch from a time-for-money pricing structure to highly profitable value-based packages so you can stop working harder (and love what you do even more)!
Get nuts-and-bolts specifics on how to focus on high-value business services (and less on typical tax compliance and bookkeeping only)

Gain more confidence and skills knowing that you’re on the leading edge of a major shift in our industry where you can reach your financial goals (and beyond), and help your clients thrive in the process

I founded Automated Accounting Services (AAS) to provide small-business owners an outsourced bookkeeping and payroll solution and to provide advisory services. My firm is cloud based which allows my clients to access their financial data virtually anywhere and I provide them insight to keep their business running successfully.

We’re involved, engaged and devoted to a client-experience that revolves around meeting small-business goals with technology based financial solutions.

Our passion is creating calm & clarity for business owners & their finances. We know you didn't get into business to do bookkeeping but we did!

Attention Small & Medium Businesses and Accounting Firms!

I WOULD LOVE TO INTRODUCE YOU TO CLOUD FINANCIAL TECHNOLOGY (CFT) to your accounting clients, your small or medium business, or your employees!
LOVE TO! Not like to, love to.
WHEN I EDUCATE PEOPLE about cloud accounting options, it's always rewarding. For me, for you, for your business 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 tickyity-boo" kind of fun.
CALMWATERS (aka me) wants to help you and your company learn more about what's out there, what it can do for SMBs and how it can help your accounting clients.
And then I WANT TO MAKE THE CONVERSION PROCESS for you and your business seamless and painless. I will educate all of you on how to get the most out of this great CloudFinTech. I know what programs help with all varieties of small/medium business accounting needs. I know how to implement and use these programs. And I love to impart that knowledge.
CALMWATERS KNOWS THE PAIN POINTS!
Of implementation, of conversion, of fear of new ways of accounting, f finding the time and energy to transition businesses, of those first few weeks of using the new programs.
CALMWATERS knows the beauty and the limitations of CloudFinTech. I won't convert a file if it's not going suit a client. I will be upfront about who isn't going to have a good experience with CFT. And I will let you know who should get on with it now, like NOW.
I AM THE BIGGEST ADVOCATE OF #CLOUDFINTECH (especially #TheFabFour) for SMBs!
I understand each program's limitations and best fits.
I will impart best practices to make the experience smooth.
I know the tricks and tips.
I know how these programs get along with each other and why you will love apps with accounting programs.

So GET ON WITH IT. Call or email me and let's talk about CloudFinTech.

Managing Director of Advisory Services at WithumSmith+Brown. Frequent speaker on everything technology! Author of many articles related to CPA Firm technologies. Member of AICPA. Member of NJSCPA. Past member of AICPA Coucil and AICPA Board of Directors. Past Chair of the AICPA Tech+ Conference and AICPA CITP Credential Committee. Current Chair of AICPA ENGAGE. Past President of the NJSCPA. Licensed CPA in NJ, NY and NC.

Specialties: CITP, CPA, CFF, Technology, Internal Technology, IT, CGMA, IFRS, SOC1, SOC2, SOC3

CPA with 18 plus years experience in helping businesses and individuals in a variety of capacities from tax and accounting compliance to overall business advisory services for small to medium size businesses.

Clients include businesses in construction, food service, IT Consulting, manufacturing, medical, real estate. and retail.

For years, I've taught CPAs how to double their income in 12 months using advanced tax reduction strategies. We focus on saving affluent business owners more money and they love working with Certified Tax Planners. Through the nonprofit org, the AICTP, we’ve licensed over 600 tax pros & most have more than doubled profits by using these skills.
Are You A CPA Or Enrolled Agent Who:
✪ Wants to deliver the most value & service to clients?
✪ Is ready to take your business to the next level & leave the status quo?
✪ Is willing to learn a new way of working that creates more free time?
✪ Is ready to increase your profits without increasing your workload?
I’ve helped hundreds of our members save their clients millions and earn thousands per hour by doing business a different way.
As a CPA myself, I know how HARD it is make worthwhile income. It’s time to STOP Working Hard & Start Working SMART.
At AICTPC, we provide hands-on training, proven systems, tools, support, and the Certified Tax Planner (CTP) designation. When graduates achieve their tax planning credential, the designation conveys their unique expertise in tax planning.
☞Message Me To Learn More!
Email me: admin@certifiedtaxplanners.com

I own a CPA firm working virtually, and focused on various vertical niches, such as design, web, agency niches, and Crossfit Box owners. I facilitate transformation in people's firms, agencies, and companies.

I also consult with CPA firms that are looking to grow, change, and build teams.

I do regular business coaching with my clients, and perform live onsite retreats as well.

I speak and write too.

Work Smarter, Make More Money, & Take More Quality Time Off with Chuck Bauer’s business consulting and sales training!

Companies and businesses from a variety of industries benefit from his business consulting, sales management consulting, individual sales coaching & sales tune ups drawn from over 3000+ LIVE sales training experiences. He has personally coached on 1000s of transactional/non-transactional sales processes all the way up to multi-million dollar international sales deals.

Utilize his experience to GET INSTANT RESULTS for your business, sales team, or company! Call 855-740-SELL or email Chuck at chuck@chuckbauer.com.

Chuck is a highly sought after Speaker and a member of the National Speakers Association. His information is widely published in many print and internet-based publications. A licensed instrument-rated private pilot, certified open water scuba diver, disciplined body builder, and Bikram yoga practitioner, Chuck lives in Dallas, Texas.

Specialties:
Business Consulting
Business Seminars
Sales Seminars
Sales Coaching
Sales Management Consulting
LIVE Sales Tune Ups
Sales Mastery - Published by Wiley

Professional Affiliations:

IIAT - Independent Insurance Agents of Texas
PASBA - Professional Association of Small Business Accountants
CFG - Collective Financial Group
NTRCA - North Texas Roofing & Contractors Association

Roger Knecht is President of Universal Accounting Center. Since 1979 they’ve worked to help accounting professionals excel in their careers. As a post-secondary school they’ve trained and certified individuals in accounting, bookkeeping, tax and consultative skills to help them get paid what they are worth.

Helping accounting professionals have the premier accounting service in their area offering quality value added services with confidence and competence.

Roger is a strategic business development leader helping business owners establish short & long-range goals, strategies, plans and policies to increase sales, improve profits and build the value of the business. He enjoys working with business owners to increase the financial value of the company using proven strategies, processes and procedures to:
* Engage & Manifest – Becoming the leader the business needs
* Understand Accounting - Timely information to intelligently run the business
* Increase Sales - Follow a proven sales process
* Improve Profit - Nine Principles for Profitability putting Profit First
* Build the Value of the Business - 8 Key Drivers in Business

Business Coach
http://universalaccounting.com/build-your-business/

Professional Speaker & Trainer
http://universalaccounting.com/speaking-engagements/

Additionally working to help accounting professionals become Profit & Growth Experts for their employers and business clients as certified professionals & value builder providers.
http://universalaccountingschool.com/get-certified/

Bookkeeper specializing in QuickBooks Online with over 10 years experience. Strong focus on creating processes & systems! I specialize in creating a process that will make the financial side of your business less intimidating. Using technology to streamline process and save time is what we do best!

We cater to entrepreneurs and small businesses. Services include (but are not limited to) all aspects of virtual bookkeeping including Accounts Payable/Receivables, budgeting, payroll, app integration, and bank reconciliations. We offer QuickBooks consulting, maintenance/setup, cleanup, and more.

Advanced Certified in QuickBooks Online
Core Certified QuickBooks Pro
Veem Multi-National Partner
TSheets Certified
HubDoc Certified
Gusto Bronze Partner
ReceiptBank Partner

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

We help CPA firms by providing them payment options that their clients want via an Online Payment Portal – that was Built by CPAs for CPAs”, We provide your clients the payment method of their Choice. Our options are a win for the client and win for the firm as we make sure the firm gets paid quickly.

Personally:
I’ve always thrived in opportunities that offer multi-dimensional aspects of the job in an environment that lets me be a team-oriented, passionate, hands-on coach and leader with an entrepreneurial spirit who drives and delivers exceptional results.

But maintaining the status quo is not in my business DNA. I’m a manager who isn’t satisfied with average. In today’s highly competitive environment, evaluating existing situations and creating new approaches to promote continuous growth means being the point man for new and changing initiatives, taking a calculated risk.

Business acumen and a talent for insightful analysis used to identify key sales metrics, define and measure the sales process to develop benchmarks for growth and drive the organization forward are essential qualities I bring to the table.

I know the importance of cultivating beneficial business relationships and have created strong connections with partners in the CPA, financial sector, government, and Fortune 1000 companies.

Providing leadership through innovation and leveraging the potential of a direct sales force, offering a competitive sales compensation structure, and attracting, developing, and retaining the best talent are essential to keeping a sharp competitive edge and positioning the company for sustained financial health and longevity.

I am open to sharing ideas with successful other thought leaders. Let's Connect.

Is keeping track of the financial stuff stressing you out and interfering with your productivity? Let me help.

I offer:
- Bookkeeping services using QuickBooks Online
- QuickBooks Online training
- QuickBooks Online Setup
- Books Review
- Catch up bookkeeping
- QuickBooks Online cleanup

I work best with:
Small service-based businesses, freelancers, and sole proprietors using QuickBooks Online.

Do you want to work with a highly qualified, trusted, and dedicated professional? I treat your business the same way I treat mine.

Let's chat. If you aren't satisfied with your current bookkeeper or you don't have anyone helping you right now, schedule a free discovery session at https://floridavirtualbookkeeper.com/book-appointment/

Do what you do best and outsource the rest!