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

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 >>>

► 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 >>>

► 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 >>>

► The Program
A high performance coaching program for growing your Accounting business faster and more profitably .
Click here >>>

► Want to know more?
Call: ✆ 0414 652 744
Email: ✉
Visit: ☛

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

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

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

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

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


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.


• 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 (


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 (, or send an email to so we can connect. I look forward to hearing your challenges, and to helping you create sales success in your business.


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

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

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

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

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

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

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

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

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

Are you a rental property owner or manager? Visit my site at

You can learn a tremendous amount from me for free. Let my blogs and my YouTube Channel speak for themselves:

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

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

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

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

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

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

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

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

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

Founder of Satterley Training & Consulting LLC, a firm dedicated to helping accounting professionals gain the skills and confidence to explore and adopt new accounting technology. Co-founder of Backoffice Ally, a bookkeeping and tax firm located in Rhode Island, providing clients order, simplicity, and clarity in their financials. Co-Host of the The 'Appy Hour with Liz and Heather, a bi-monthly webinar series dedicated to educating accounting professionals about the latest trends in accounting technology and automation techniques.

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

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

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

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

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

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

★ Want to Learn How ★
Please contact me at or 412-301-5123. For more information visit or

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

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

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

Direct download: 2020-04-23_Interview_Krishna_Pendyala_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST is one of the worlds leading time tracking softwares for remote teams.

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

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

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

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

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

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

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

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

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

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

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

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

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

Jetpack Workflow is used by thousands of accountants in 18+ countries to help them better manage their client work.

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

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

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

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

The Accountant Success Formula™ is the Path to Freedom.

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

If you are tired of:

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

...then this formula will liberate you.

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

This is NOT a magic pill or fluff!!!

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

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

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

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

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

Attention Small & Medium Businesses and Accounting Firms!

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

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

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

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

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

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

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

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

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

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 and am a Blockchain Certified Expert with the Blockchain Council.

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!

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

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

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

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

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

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

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

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

Want the perfect social media funnel? Grab yours here -

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 -

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

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

Writer, seven books published:

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

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

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

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

Are you running a new or established accounting firm?

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

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

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

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

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

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

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

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

If you are:

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

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

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

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

- Have 5 hours a week to implement

- Are friendly and coachable

Then we could well be a good fit.

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

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

Whats next?

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

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

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

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

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

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

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

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

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

I’ve combined these two passions in my role as CEO of The Real Estate CPA ( 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 >>>

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

Innovative digital marketing strategist.

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

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

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

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

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

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

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

You can also find me on Twitter.

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

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

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

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

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

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

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

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

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

Connect with me directly Since I'm on email more consistently. Free ebook at

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

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

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

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

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

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

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

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

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

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

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

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

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

We are Certified Mastery Level in the Profit First method, have direct hands-on experience increasing the profits for multiple businesses, and collaborate with other Profit First Specialists throughout the globe. What this means is we have the strategies to make your business more profitable than it has ever been before. And we are ready to do it for you starting now.

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

 Areas of Practice

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

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

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

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

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

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

Direct download: 20190829_Orin_Wilson_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

Direct download: 20180822_Michelle_Riffe_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

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.

Direct download: 20180815_Adrian_Dayton_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

G. Alan Long, CPA, CITP, CGMA, is the managing member of Baldwin. Alan received his accounting degree from Eastern Kentucky University in 1979 and was certified in 1981. His service to the profession includes  having been President and Secretary/Treasurer of the Kentucky Society of CPAs, chair of the Education Foundation of the KYCPA, a member of the Peer Review Board and Leadership Council of the AICPA, a member of the Auditing Standards Board of the AICPA, a member of the Compliance Assurance Committee for NASBA, as well as a member of the Kentucky State Board of Accountancy. Alan is an Instructor for Continuing Education Classes for the AICPA. He received the 2005 Distinguished Alumnus Award from the School of Business & Technology at Eastern Kentucky University.

Alan and his wife Teresa reside in Richmond, Ky.

Direct download: 20190808_Alan_Long_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

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.

Direct download: 20190704_Louie_Vazquez_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

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:

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.

Direct download: 20190725_Kyle_Walters_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

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.

Direct download: 20190718_Steven_Brewer_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

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.

Direct download: 20190711_Jody_Grunden_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

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.

Direct download: 20190704_Diana_Stefanyshin_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

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.

Direct download: 20190627_John_Bowman_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

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.

Direct download: 20190620_Chuck_Bauer_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

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.

Direct download: 20190613_Lisa_Channell_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

Renee is the CEO of AdminBooks and she received her bachelor’s degree from San Jose State University in 1989.
She is an Enrolled Agent tax preparer, enrolled to represent tax payers before the IRS. With this license, she uniquely brings peace to her clients by helping them with all the aspects of running a business.
Renee is also an Advanced QuickBooks Online Consultant with Intuit, named top 200 Proadvisor in 2017 (top 1% in her field) and is a member of the Intuit Trainer/Writer Network.
Renee has corporate financial management experience dating back to 1995 and is passionate about equipping business owners with the tools they need to run their business simply and efficiently.
Renee is also the author of “Your Financial Flight Plan: Pilot Your Business to Profitability.” In her book, she demonstrates in a creative way the reasons why every business owner needs to be a better manager of his or her business. She also provides examples of how owners can be successful. End-of-the-chapter questions motivate the readers to make any necessary changes to improve business.
Born and raised in California and happily married since 1990, Renee is the mother of two sons. She lives her life with purpose and thrives on helping her clients do so as well.
Contact Renee at: | 408.782.9640
Direct download: 20190606_Renee_Daggat_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

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

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)

♦ Modern service-based companies
♦ Creative and innovative businesses
♦ Veterinarians

♦ 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 ♦ ♦

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.

Direct download: 20190530_Veronica_Wasek_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

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 or please email me at

Instagram: @stevengabrielsen

Direct download: 20190523_Steven_Gabrielsen_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

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

Direct download: 20190516_Ron_Saharyan_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

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.

Direct download: 20190509_Monique_Swansen_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

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!

Direct download: 20190502_Kelly_Christian_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

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.
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 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.

Direct download: 20190314_Kellie_Parks_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 12:00pm EST

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

Direct download: 20190307_Jim_Bourke_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

Direct download: 20190228_Jeff_Borschowa_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

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.

Direct download: 20190221_Vince_Porter_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

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:

Direct download: 20190214_Dominique_Molina_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

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.

Direct download: 20190207_Jason_Blumer_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

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 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.

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

Direct download: 20190131_Chuck_Bauer_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

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

Professional Speaker & Trainer

Additionally working to help accounting professionals become Profit & Growth Experts for their employers and business clients as certified professionals & value builder providers.

Direct download: 20190124_Roger_Knecht_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

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

Direct download: 20190110_Kelly_Gonslaves_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

Direct download: 20181220_Maura_Wiser_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

Direct download: 20181213_Heather_Smith_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

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

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

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

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

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

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

Direct download: 20181206_Jackie_Meyer_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

Direct download: 20181129_Audio_Book_Chapter_6_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

Direct download: 20181122_Audio_Book_Chapter_5_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

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.

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.

Direct download: 20181101_Jeff_Brandeis_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

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

Do what you do best and outsource the rest!

Direct download: 20181025_Jessica_Fox_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

Full service contract accounting services. Specialize in:

1. Assisting start up companies with their administrative and accounting functions
2. Reconciling accounting records that have been neglected or erroneously recorded
3. Full review of accounting records to determine areas of concern, internal control weaknesses, or possible efficiencies not being utilized

Direct download: 20181004_Katie_Lilly_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

Accountants, tax pros, bookkeepers and finance consultants - in my opinion - are heroes. They can read stories from numbers and create a positive outcome.

Small business owners today - be it online or offline - do not like the "numbers" side of things. They like making money though.

Which leaves a gap for the business owner and an opportunity for the finance expert.

The question I ask is this:

"How can you help transform your clients business by going beyond the compliance work?"

We all have a different skill set and outcome. For me it was with financial modelling, with you it could be different. But... it's our DUTY to add this value where we can.

I Help Accountants & Tax Experts Create, Sell & Automate irresistible Consulting and Advisory Services


*Helped clients general multiple six figures by leveraging social media
*Created online businesses for himself and clients.
*Started a results-based marketing company which generates multiple 6-figures. I left to pursue

I use my online marketing mastery to serve one mission:

Help spread the true value of financially gifted individuals to create HUGE impacts in small & medium sized businesses


The Automatic Firm: How To Scale Your Accounting Or Tax Firm Into A “One Product” 7-Figure Business Without Working 50 - 80/hr Work Weeks.

Direct download: 20180906_Kevin_Izevbigie_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

Direct download: 20180823_Audio_Book_Chapter_4_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

Direct download: 20180816_Audio_Book_Chapter_3_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

Direct download: 20180809_Audio_Book_Chapter_2_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

Direct download: 20180725_Audio_Book_Chapter_1.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EST

Owner at LWS Tax & Accounting Services
Springfield, Ohio

Direct download: 20180725_Blake_Shaffer_Final_2.m4a
Category:Accounting,accountant,CPA -- posted at: 6:37am EST

Expertise In QuickBooks Desktop, QuickBooks Online,, SOS Inventory, Receipt Bank, Expensify, and Tsheets. Selected to the Top 100 Pro-Advisors, top 10 of 2015 by Insightful Accountant, Top 100 ProAdvisor of 2016 and 2017 by Intuitive Accountant

Direct download: 20180531_DebDefer_FINAL_2.m4a
Category:Accounting,accountant,CPA -- posted at: 7:54am EST

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

Certified QuickBooks Advanced ProAdvisor (Desktop and Online)
Bilingual: Español

Direct download: 20180523_Hector_Garcia_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 11:19am EST

Developer/Strategist/Entrepreneur delivering intentional solutions for success!

Direct download: 20180111_Orin_Wilson_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 6:24am EST

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

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

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

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

Direct download: Byron_P_17037154948_on_2017-11-28_at_14.11.m4a
Category:Accounting,accountant,CPA -- posted at: 1:55am EST

Karen Reyburn is a creative-minded individual who specialises in online marketing for accountancy firms. A former accountant (and a Certified Public Accountant in the States), Karen now assists accountancy firms with understanding and using online marketing to get more leads.

Karen is the managing director of The Profitable Firm, a creative agency working exclusively with accountants. She and her team work with accountants all over the world, helping them understand the principles of content marketing strategy and most importantly helping them see their marketing delivered on a regular basis.

Karen is a highly-sought after speaker on topics such as digital marketing, social media, SEO, and content marketing for accountants. She regularly delivers presentations for Xero, ICAEW, AccountingWeb, and more.

A dual British-American citizen, Karen's past careers include working with a Glasgow-based accountancy firm, setting up and maintaining a separate consultancy division for this firm. She instigated monthly business workshops, training and facilitating business owners in marketing, strategy, and profitability.

When she's got a few minutes to spare, Karen puts her creative skills to use in photography (weddings, landscape, and city photography), sketchnoting, writing, and any other artistic skill she takes a fancy to that month.

Specialties: website design, content marketing, email marketing, blogging, social media, marketing plans, content marketing strategy, webinar delivery, presenting, content writing, accounting, landscape photography

Direct download: 20171123_KarenReyburn_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 4:48am EST

Direct download: 20171115_JackieMeyer_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 3:51am EST

Co-founder of Business Success Consulting Group, started off as a teacher actually. After finding her love for helping small-to-medium-sized business owners grow their business, she dove headfirst into consulting.

For years she learned as VP at a consulting company. Then, when she was ready, in 2011 she hung out her shingle co-founding Business Success Consulting Group.

Where she really focuses on inside a business is the processes and management systems of the business. This means she's looking at every process in your business from soup-to-nuts. That's whether we're talking about: business development, tax return workflow, efficiency of staff, growing pains, etc.

Direct download: 20171012_AdiKlevit_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 3:58am EST

Direct download: 20170810_Workflow_Podcast_Series_Ep_1.m4a
Category:Accounting,accountant,CPA -- posted at: 4:35am EST

Thirty years as a multiple award-winning producer, director, writer, executive, and actor for most major TV networks and studios. My goal: position Cloudwalker Videoworks as the top supplier of network-quality, affordable, high-impact videos for websites, product, corporations, non-profits, local TV ads, and more. Looking to network with companies with which I have a natural synergy, such as marketing/branding and website firms, to create mutually beneficial business opportunities.

Specialties: Directing, Producing, Writing, for TV, film, and stage.

Direct download: 20161208_RichardClayman_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 6:50pm EST

I am an entrepreneur and manage finance departments for small businesses. With 15 years of finance and human resources experience, I have worked with successful HR Directors, CEO’s, pastors, and small business owners. I enjoy working with CPA’s and have done so from coast to coast who support my work. My experience has given me the ability to work with all levels of an organization.

Direct download: 20161124_GregJessicaDaley_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 10:52pm EST

Ken Pyle is a partner of DFDR Consulting specializing in Information Security, Computer Forensics, Enterprise Virtualization and Network Engineering. Ken has an extensive background in Network Penetration and Remediation, Compliance and Secure Design. Prior to joining DFDR, he served as a Security and Network Engineer for several Information Technology companies and as the IT Director/Security Engineer of a large accounting firm. Ken has consulted with financial institutions, banks, government defense contractors and other highly secure facilities on issues of Information Security, Computer Forensics and Secure Network Design.

Ken has lectured on Information Security and has published several whitepapers on subjects including public information gathering via Social Networking and Social Engineering. Ken was a featured speaker at the 2015 Computer and Enterprise Investigations Conference (CEIC). Ken is a highly rated and popular lecturer on Information Security, presenting for several professional organizations including Wolters Kluwer, Prime Global, RBMA and AGN. Ken is also a subject matter expert for Information Security, appearing in industry publications such as Accounting Today and the New Jersey Law Journal. In 2015, he was recognized as a "40 under 40" by South Jersey Business People.

Holding numerous security and technology certifications from industry leaders such as Offensive Security, ISC2, Guidance Software, EC-Council, Cisco, VMware, CompTIA and AccessData, he has also published several software vulnerabilities and exploits, and is an active researcher. He is currently working on a book concentrating on Cybersecurity, Forensics and Secure Design.

Direct download: 20161117_KenPyle_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 12:51am EST

Certified Public Accountant helping small to mid-size business owners achieve financial peace. By utilizing QuickBooks Online to streamline accounting procedures, business owners can better focus on their core business.

Direct download: 20161103_JodyJordan_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 9:53pm EST

☀ Michael Rozbruch


✔ Coach and train CPAs, attorneys and EAs
✔ Help them rethink their business models
✔ Show them how they can provide real value to people with IRS problems
✔ How to help themselves transform and improve their own lives by maximizing their earning potential.
✔ Show professionals how to market and add tax debt resolution clients to their practices.

Direct download: 20161027_MichaelRoz_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 11:54pm EST

UpSide Accounting are advisors to Gen Y creative types in Canada interested in leveraging cloud based accounting and supporting technologies to start, run and scale a more profitable business.

Direct download: 20161020_MikeWiddis_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 12:04am EST

Tax expertise in the following areas:
Partnership Taxation
Corporate Taxation
Individual Taxation
Business State Taxation
Technical Experience:
RIA & CCH Federal and State
ProFx Tax, Engagement

2010, 11, 12, 13 Texas Monthly 5-Star Wealth Manager Award

Specialties: Business and Individual Taxation compliance and consulting

Direct download: 20161006_JayTompkins_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 1:14am EST

I am a serial CFO and entrepreneurial accounting professional, most recently as Co-Founder & CEO of and Owner of Burlington CFO, LLC.

I got started in the profession at an early age. As the son of Cambodian refugees who made our home in Arizona in the early 80s, I worked for an amateur sports nonprofit during high school. At the age of 16, while overseeing their database structure and event enrollment, I was quickly named as Controller for that same nonprofit and served until I was 19 and in college.

Since then, 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 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, recognizing us as one of the most future-ready and forward-thinking firms in the world.

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!

Direct download: 20160929_MichaelLy_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 1:14am EST

I’m a Certified Public Accountant and a Registered Investment Advisor, author, and financial & tax educator. I believe there’s more than enough good fortune to go around, and my genuine passion is helping small businesses thrive.

I’m an entrepreneur myself, and it pains me to see small business owners getting bogged down in unnecessary, time-consuming details. With what I know, I can easily help them enjoy their businesses – and their lives – more fully. This is what my firm, The Omar Group, is all about – removing roadblocks and paving the way to success for every entrepreneur. My second company, CPA Marketing Genius, does the same specifically for CPA firms.

I started The Omar Group in 1996 to help New Jersey entrepreneurs uncover the untapped profits and hidden tax savings in their small businesses. Since then, I've helped hundreds of small business owners do just that, using our proprietary "profit detective" system. Additionally, I educate small business owners through my books, videos, seminars and coaching. My specialty is businesses ranging from start-ups to those with revenues of up to $20 million a year.

I am the author of two books:

Straight Talk About Small Business Success in New Jersey

- and -

The Ultimate CPA Practice in the New Economy

Direct download: 20160922_SalimOmar_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 2:11am EST

David Fisher, keynote speaker, author and coach, has seen all the mistakes financial professionals like you have made when networking for accounting clients.

Most spend zero time networking or they don’t spend their time correctly when networking for accounting clients. David’s built a catalog of books you can use to learn more advanced networking strategies whether you’re a : freelancer, business owner, Linkedin user and more.

On this episode of the Grow Your Firm Podcast, David Cristello and networking guru David Fisher dissect:

  1. The best way to network without doing “traditional networking”
  2. How just a few minutes a year could turn into new accounting clients
  3. Advanced strategies for closing the sale

"From Linkedin"

I help individuals and organizations harness the power of relationships to uncover new opportunities and make existing business easier. My goal is to help people win more business by building their personal influence and create human connections. My particular specialty is user adoption, i.e., getting people to actually take action on what they know.

My goal is to help professionals be better professionals. That encompasses networking, sales, communication, entrepreneurship, and personal development. I focus on the skill sets that enable individuals to be more effective and successful on a daily basis. I am the author of "Networking in the 21st Century: Why Your Network Sucks and What to Do About It" and I frequently speak on business networking and social media (especially LinkedIn).

I am the host of "Beer, Beats, and Business", a podcast which provides listeners access to the thoughts and ideas of today's top movers and shakers. I also specialize in supporting salespeople, small business owners, entrepreneurs, and "solopreneur service providers" as a business coach.

I played the drums in a band for many years, and though I don't play as much anymore, everyone still uses the nickname I earned back then. So the next time we chat, feel free to call me D. Fish...

Direct download: David_Fischer_Final_Interview.m4a
Category:Accounting,accountant,CPA -- posted at: 7:29am EST

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

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

Attention Small Business Owners, Sage Users, 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

You can learn a tremendous amount from me for free. Let my blogs and my YouTube Channel speak for themselves:

Direct download: SethDavidFinal.m4a
Category:Accounting,accountant,CPA -- posted at: 7:47am EST

Rob has forged a niche to be the world’s foremost authority on how Accounting firms can achieve peak performance.

Rob believes that Accountants are the natural trusted adviser to business. He believes that technology needs content and methodology to really be useful. He believes that Accountants are not that interested in the future they are interested in what they need to do NOW. He also believes that unless Accountants change their business model then a big part of their current revenue will go the way of the dinosaur.

Since 1994 he has been running businesses that specialise in helping Accountants run better, more profitable businesses. His speaking work has taken him around the world where he has spoken to in excess of 150,000 accountants. Currently his landmark strategies and products are used by over 16,000 accountants in over 20 countries.

In 2005 he created the revolutionary coaching model called coachingclub. The coachingclub model enabled firms to be accountable, to consistently learn and to share ideas amongst their peers. The vast majority of firms have doubled or tripled profits because of the program.

He is the author of 2 bestselling books “Accounting Practices Don’t Add Up – why they don’t and what to do about it” AND “Remaining Relevant – the future of the Accounting profession”. Both have received rave reviews from Accountants and industry professionals from around the world.

In 2014 he released a groundbreaking cloud software solution called PANALITIX. Accountancy firms around the world use PANALITIX to get better numbers and delight their clients. PANALITIX helps Accountants automate their marketing and delivery of business advisory services.

Direct download: Rob_Nixon_on_2016-08-23_at_20.11.m4a
Category:Accounting,accountant,CPA -- posted at: 7:33am EST

on Heather from:

Hi, I’m Heather. I have 20 years of experience managing and advising businesses across many industries (IT, law and fitness, to name a few.) In my current role as owner/operator of Number Nerd Bookkeeping Solutions, I help individuals and small businesses get their numbers in order through financial auditing, analysis and planning, and I’m particularly skilled at taking your unorganized data and presenting it in an easily digestible way. I always speak in plain language, have an eye for detail, and a knack for teaching others to develop good accounting habits.

Number Nerds is a full-service bookkeeping firm based out of Surprise, Arizona but serving clients around the world. Owned and operated by experienced bookkeeper and financial consultant Heather Pranitis, Number Nerds specializes in getting clients' numbers in order through financial auditing, analysis and planning. When working with Number Nerds you can expect customized solutions to your specific bookkeeping challenges, easy-to-read financial reports and answers to all your tough finance-related questions, in plain language. Number Nerds staff have worked with companies of every size and from many different industries to improve their bookkeeping process develop good accounting habits.

Direct download: Heather_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 7:41am EST

Richard founded the firm in late 2009. He has over 20 years of experience servicing organizations ranging from small closely held businesses to large Public Companies. Industries have included manufacturing, real estate, construction, non-profit, retail, employee benefit plans, local governments, automotive, education, health care, broker-dealers and professional organizations. Richard has served clients both domestically and internationally.

Richard received a Bachelor of Science degree in Accounting from Drexel University in 1987 and is certified in the Commonwealth of Pennsylvania.

Richard is active in the local community and has served on the Board of Kendal Crosslands Communities for 10 years. He is currently the Clerk (Chair) of the Board of Directors.


  • American Institute of Certified Public Accountants (AICPA) – serving on their National Peer Review Committee.
  • Pennsylvania Institute of Certified Public Accountants (PICPA) – serving on the Peer Review Committee as well as the Accounting and Auditing Procedures Committee. He is also a frequent author of the PICPA Journal on accounting and auditing topics.
  • Member of PrimeGlobal – serving as vice-chair of their Peer Review Committee and an annual presenter at their Business Assurance Conference.
  • Fellow of the American Board of Forensic Accountants.
Direct download: Richard_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 7:49am EST

In this episode of the Grow Your Firm Podcast, David Cristello and Steve Major dive right into:


  • The “myth” that timesheets show productivity [Steve debunks the myth]

  • The problem most firms experience that cripple them when they on-board a new client

  • The exact timeline for how fast you can implement value pricing in your firm


On Steve Major: 

I work with accountants, bookkeepers and advisory businesses to transform their firm and guide small business owners on a journey of transformation. Technology is totally transforming the accounting industry and has allowed a fantastic opportunity for accounting professionals to help small business owners.

Small & medium business owners are desperate for help in making informed decisions to grow their business. Accounting professionals can help them make sense of the numbers, achieve free cashflow, understand the story of the numbers, make informed decisions.

I also work with accounting professionals to transform their firm by narrowing the focus, designing a suite of products / services, understanding and communicating value you are able to unleash the power of value pricing to command the price you deserve. Check out the Free 7 part email course -

Pricing is both an art and science. Value pricing is not just about fixed prices of menu pricing. Value pricing means you have to truly care for your customers. (Yes customers not clients). A True Professional is one who cares for their customers and their people.

Also I help professionals and consultants Kill the Timesheet. The timesheet is at the centre of lot of problems that professionals endure. The timesheet measures the wrong thing. It assumes that all time is equal (which just does not make sense). The timesheet creates a focus on efficiency ( but it even does not deliver on that) yet it totally avoids the question of effectiveness.

With over 25 years experience in various aspect of business and finance Steve assists knowledge businesses, professional services firms, consultants, coaches and other service businesses to achieve Pricing Power.

If you have any questions, thoughts or want more information -


Direct download: SteveMajorFinalInterview.m4a
Category:Accounting,accountant,CPA -- posted at: 7:30am EST

Meryl is the co-founder of BeanNinjas, which: 

Focus on growing your business. We'll count the beans! Cloud-based, fixed fee bookkeeping and support with the beautiful XERO software. Our specialty is online businesses including, e-commerce, SaaS, bloggers, coaches and digital agencies that operate in more than one country/currency. Currently operating in Australia, New Zealand, Canada, USA, and United Kingdom. We also lodge GST (Australia, NZ and Canada), sales tax (US), and VAT (UK). Bean Ninjas material on this page has been prepared for general informational purposes only and is not intended to be relied upon as accounting, tax, or other professional advice. Please refer to our advisors for specific advice.

Direct download: MerylFinal_2.m4a
Category:Accounting,accountant,CPA -- posted at: 7:50am EST

Shelley Johnson Bio: 

An avid puzzle solver, be it jigsaw, family logistics, or the tax code, thinking through the solution gives Shelley great satisfaction. Hailing from a long line of “number crunchers,” Shelley’s grandmothers and mother had long careers in banking. Figuring year-end dividend earnings was a steady job during her teen years.

As owner of the Indianapolis-based accounting firm, Allman Johnson CPAs & Advisors, Shelley is focused on helping business owners and individuals seeking sophisticated, yet logical tax planning with an emphasis on cash flow and profitability.

Shelley is a graduate of Purdue University with a degree in business and farm management. Her association with professional and service organizations over the last 25 years includes membership in the American Institute of Certified Public Accountants and the Indiana CPA Society. Shelley is the past chapter president of the American Society of Women Accountants (now known as The Accounting and Financial Women’s Alliance) and the past president of the Indiana Board of Accountancy. She has also held committee positions on the National Association of State Boards of Accountancy.

In the community, Shelley is active as a board member of the Methodist Foundation of Indiana, Inc., and she is involved in the Indianapolis Neighborhood Housing Partnership (past treasurer), and numerous church activities as well as family related volunteer events from cats to Scouts.

Direct download: ShelleyFinal.m4a
Category:Accounting,accountant,CPA -- posted at: 7:59am EST

QuickBooks and Mobile App Guru, Technology Addict and public speaker - where she has the privilege of offering insight, information and best practices in a completely unscripted, entertaining and sometimes irreverent way.

With nearly 20 years of experience in the accounting and payroll industry, she specializes in educating small businesses about embracing mobile and online solutions to increase their bottom line.

She was the very first QuickBooks ProAdvisor to get her QuickBooks Online certification, and is recognized globally as the foremost expert on the product. She is the original author of a number of training courses, Intuit's QuickBooks Online training material for US, Singapore, Canadian, Australian & UK versions, as well as the QuickBooks ProAdvisor QuickBooks Online Certification Course & Exam.

Often called “The QBO Queen” (although she prefers Supreme Global Empress…), she is passionate about encouraging any small business to embrace the interwebs to work better, faster and to do it ANYWHERE.

Stacy teaches regular QuickBooks and technology workshops through the local county SBTDC, as well as the local community college and continuing education classes for various school districts.

Her speaking engagements include live every Wednesday night,, 2012 & 2013 Spark & Hustle Tour, the Sleeter Group's 2012 Small Business Technology Road show, many industry trade shows and training sessions for conferences like Scaling New Heights, Accounting Solutions Conference, as well as national events for Wells Fargo and the Int'l Association of Administrative Professionals. Most recently, Intuit sent her to Australia to do live events teaching accountants & bookkeepers QBO & how to move their practices online.

Internationally recognized expert in QuickBooks Online & Intuit Appcenter
QuickBooks Pro, Premier, Mac & Enterprise Solutions
QuickBooks Payroll - All Versions

Direct download: Stacky_K_Interview_Full.m4a
Category:Accounting,accountant,CPA -- posted at: 7:47am EST