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

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 www.IntuitAcademy.com 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 RadioFreeQB.com live every Wednesday night, RFQTv.com, 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.

Specialties:
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

  • Ingrid is a bookkeeping nerd and CEO of Polymath. She loves taking a topic that most small business owners put on a scale from boring to terrifying and turning it into a fun and rewarding part of entrepreneurship. Ingrid is the creator of the Ask A Bookkeeper puppet show, founder of the Southern Oregon Bookkeepers Association, and leader of the Southern Oregon Woodard Group.

Ingrid started Polymath in 2008, and jumped right into being a Certified QuickBooks ProAdvisor at that time. Since then she has taken “bookkeeping nerd” to the next level, by always staying on the cutting edge of the industry and teaching our accounting colleagues how to do the same.  Ingrid always enjoys taking on big projects, learning new things, and helping others get organized and on the road to success… especially when it involves puppets. (If you don’t enjoy it, what’s the point!)

Ingrid has experience as treasurer for non-profit organizations, and she is a founding member of the Southern Oregon Bookkeepers Association, an organization dedicated to enhancing the education and network resources of local bookkeepers and their clients.

When Ingrid is not playing her favorite video game (QuickBooks), she is usually playing Irish music or frolicking with her goats.  Ingrid also enjoys singing, dancing, gardening, and adventuring around the world with friends and family. She lives on a small farm with her goats, rabbits, chickens, turkeys, kitties, and snakes.  She and her husband Jeffrey play Irish music in an Ashland, Oregon band, The Feckin’ Tinkers, and you can see them each Tuesday night playing at Oberon’s Tavern for “Tinker Tuesday.”  

Direct download: Ingrid_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 8:27am EST

Debbie is the owner of Behind the Scenes Financial Services, consultant to the sleeter group and a Quickbooks Proadvisor. 

In this latest Grow Your Firm podcast, Debbie shares what she believes are the keys to your success that leads to your clients’ success:

  • Thinking proactively and not reactively
  • A guide to profitability
  • How time is a profit center
  • Improving the client relationship
  • …and so much more!

 

Direct download: Debbie_Full_Interview.m4a
Category:Accounting,accountant,CPA -- posted at: 7:46am EST

Chad Ridner is the President of TwoRoads, a bookkeeping and tax company that relieves the burden and mystery of bookkeeping and tax, empowering business owners to clearly focus on what they’re most passionate about and what they do best.

Direct download: Chad_Ridner_Final_Interview.m4a
Category:Accounting,accountant,CPA -- posted at: 7:25am EST

Quick question... if you were to count up the number of services you provide, how many could you list? 
Many firm owners get stuck in the trap offering "me too" services that end up costing a significant amount time, only to find out that the profit margin is never increasing ... 
 
Today's guest found a different way, which was to also introduce CFO level services for many of their clients. 
 
In this exclusive interview,  we sat down with Steven Byler & Dan Gertudes, Partners at GrowthLab, where we discussed How To Ditch The Basic Accounting Services And Become An Outsourced CFO Firm.
Direct download: Steven_and_Dan_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 10:31am EST

Chet is the Managing Partner at Swindoll, Janzen, Hawk& Loyd, LLC (SJHL), a full-service accounting firm inMcPherson, Hutchinson, and Wichita KS. We work with individuals andbusinesses in industries such as manufacturing, agriculture,medical practitioners, school districts, cities & counties,among others. We are told by our clients that they prefer to workwith us because we genuinely care about their success and see thebig picture.

SJHL was established in 1936 and I joined in 2006 as an accountant,was admitted as partner in 2011 and became Managing Partner in2014. My primary responsibilities include performing businessadvisory services, business valuations, individual & corporateincome tax, and working with closely held businesses to help themget where they want to be.

Direct download: Chet_Buchman_Full_Interview.m4a
Category:Accounting,accountant,CPA -- posted at: 7:28am EST

At GMLCPA, I’m helping businesses like yours make better decisions and move ahead faster. You see, competing in a global marketplace isn’t easy. It takes expertise and in-depth analysis to ensure you’re making the most of every opportunity. And that’s just the beginning.

If you’re wearing the hat of a CFO, you know how quickly it can take you out of your leadership role. That’s why, here at GMLCPA you can benefit from our Part-time or Virtual CFO services.

That’s right. Whether you are a small or mid-sized business, you can bundle CFO Services into a monthly package or as stand-alone consulting services. Imagine having a C-Level executive without the added payroll costs. You’d receive the feedback and guidance you need on your terms. This means, help navigating complex business systems and practices.

But that’s not all. GMLCPA offers you outsourced accounting and business consulting. Now, you can get the help you need, when you want it. It really is the answer you’ve been looking for.

Here’s the kicker. Our transparent cloud based systems mean you’re free to monitor your financial statements in real time, any time. You’re always in control.

GMLCPA is helping businesses like yours, create stronger cash flows and improve the bottom-line. All with transparency and clear guidance. No more fears of hidden problems.

Think about it. Now, you can have trusted professionals who will take an active interest in your business. You’ll experience break-throughs, make better decisions and move ahead faster. The solution is all right here. Let’s get started. Discover how easy real growth can be.

Direct download: GabriellePart2.m4a
Category:Accounting,accountant,CPA -- posted at: 8:29am EST

At GMLCPA, I’m helping businesses like yours make better decisions and move ahead faster. You see, competing in a global marketplace isn’t easy. It takes expertise and in-depth analysis to ensure you’re making the most of every opportunity. And that’s just the beginning.

If you’re wearing the hat of a CFO, you know how quickly it can take you out of your leadership role. That’s why, here at GMLCPA you can benefit from our Part-time or Virtual CFO services.

That’s right. Whether you are a small or mid-sized business, you can bundle CFO Services into a monthly package or as stand-alone consulting services. Imagine having a C-Level executive without the added payroll costs. You’d receive the feedback and guidance you need on your terms. This means, help navigating complex business systems and practices.

But that’s not all. GMLCPA offers you outsourced accounting and business consulting. Now, you can get the help you need, when you want it. It really is the answer you’ve been looking for.

Here’s the kicker. Our transparent cloud based systems mean you’re free to monitor your financial statements in real time, any time. You’re always in control.

GMLCPA is helping businesses like yours, create stronger cash flows and improve the bottom-line. All with transparency and clear guidance. No more fears of hidden problems.

Think about it. Now, you can have trusted professionals who will take an active interest in your business. You’ll experience break-throughs, make better decisions and move ahead faster. The solution is all right here. Let’s get started. Discover how easy real growth can be.

Direct download: GabriellePart1.m4a
Category:Accounting,accountant,CPA -- posted at: 8:27am EST

In this episode, we explore:

  • Why You Would Want to Leave a Traditional CPA Firm
  • Why the Billable Hour Model Does Not Work
  • Change the Way You Do Business
  • Focus on Quality and Not Quantity

Jay Holmes is a Partner at BlueBack Accounting

Direct download: Jay_Holmes.m4a
Category:Accounting,accountant,CPA -- posted at: 7:31am EST

Paula joined Beaird Harris in 1991 and became a shareholder in 2002. She works extensively with start-up companies and small businesses, specializing in working with physicians, dentists, attorneys, franchises, and sales companies. Paula is active in our wealth management business and has a passion for helping our clients achieve financial independence. With her extensive tax background, she works to merge financial planning goals with integrated tax strategies to achieve maximum financial results and tax savings. Paula also oversees the Firm's internship program and staff hiring and takes great pride in finding and retaining great Beaird Harris team members.

Paula is a 1992 graduate of Texas A&M University and became a CPA in 1994. She is a licensed Investment Advisory Representative, as well as a member of the American Institute of Certified Public Accountants and Texas Society of CPAs. She is also an active volunteer and serves on her church finance board of directors.

Direct download: PaulaAllgoodFinal.m4a
Category:Accounting,accountant,CPA -- posted at: 8:04am EST

Joel Sinkin is the President of Transition Advisors, LLC., a firm that exclusively consults on Mergers & Acquisitions for public accounting firms. He is an expert in practice evaluation, succession planning and transaction structure. He has personally overseen 900+ transaction closings of accounting firms since 1990 and was named one of the Top 100 Most Influential People in Accounting from 2012 - 2015 by Accounting Today. He has worked with firms of all sizes from sole proprietors to large regional and international firms. He consults on internal and external succession planning and provides complete transaction support including valuations, alternative deal structures, documentation, due diligence and transitional issues regarding partners, staff and clients.

Transition Advisors is dedicated to working exclusively with accounting firms nationwide to:
• Develop and execute strategies to expand through mergers and acquisitions
• Identify objectives and create unique methods to facilitate retirement and other transition of owners
• Build business plans and owner agreements to facilitate and manage internal succession

He teaches CPE courses and lectures for the AICPA, many State Societies of CPAs and National Accounting Organizations. Joel is also frequently quoted in trade magazines and has authored articles for The Journal of Accountancy, Accounting Today, The CPA Journal, Inside Public Accounting, and other publications. He co-authored "Guide to Buying and Merging CPA Firms"​ published by PPC and "CPA Firm Mergers & Acquisitions: How to Buy a Firm, How to Sell a Firm, and How to Make the Best Deal" published by the AICPA.

Joel is also an editorial advisor to the AICPA’s newsletter Small Firm Solutions. In 2004, he fulfilled a personal goal to create a new type of consulting firm that brings a fresh approach to the succession and growth needs of accounting firms and their owners nationally by joining forces with Terrence E. Putney, CPA to form Transition Advisors

Direct download: Joel_Sinkin_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 9:21am EST

About his recent presentation at DigitalCPA: 

The sale is complete and now you have to ensure the client stays excited about working with your firm. How long does it take to onboard a client? Who should be involved? How do you get the client to change to your processes and tools without overwhelming them with change? What are the systematized steps to onboarding? These questions, and others, will be discussed in this session.

 About Robert: 

Robert came to CliftonLarsonAllen LLP (CLA) in November 2014 transitioning over from a current outsourcing client of the firm. Robert has experience with several prestigious non-profits & higher education institutions in the Washington, D.C. area such as: the University Professional & Continuing Education Association, the American Physical Therapy Association, Georgetown University, & the National Academies of Science & Medicine. Robert is currently front running the firm wide Bill.com Team for support & sales; he also provides support for several other applications in the Washington, D.C. area such as QuickBooks for Desktop & Online, Intacct, and Association Management Systems. 

 

 

Direct download: Robert_Colburn_Final_-_2_23_16_6.54_AM.m4a
Category:Accounting,accountant,CPA -- posted at: 6:59am EST

CEO/Principal

Taxnologi Solutions, LLC

Taxnologi provides effective and efficient solutions for all of your indirect tax compliance and consulting needs. With over 20 years of combined experience, we specialize in tax software consulting integration and implementations (Vertex, Sabrix, Taxware, etc.), transaction tax automation, state tax compliance (sales, use, and property), tax research, audit defense, and property tax services. We continually adapt to the ever changing world of tax law and accounting allowing us to remain on the cutting edge of tax technology.

Direct download: Joni_Full_Interview.m4a
Category:Accounting,accountant,CPA -- posted at: 7:44am EST

Tim ShortsleeveTim ShortsleeveCPA.CITPLess

 

“Focus, environment, results.”  Tim Shortsleeve creates high performing organizations with these three words.  Having worked with a diverse range of clients, Tim knows that audit, tax, and planning issues are the easy parts.   Tim digs deep to understand his clients and guide them through the process of building a more efficient, healthy organization.  It’s a collaborative process that yields results, trust, and positive momentum.

Tim graduated from the State University of New York at Oswego in 1984, and spent the first decade of his career in the Rochester, NY offices of Price Waterhouse and a Rochester regional accounting firm.  In 1994 he became a partner with the firm Bonn, Shortsleeve & Co., and over the course of 15 years provided tax, audit, accounting and process improvement services to closely held businesses in the areas of manufacturing, construction, not-for-profit, retailing, health care, and high-tech service industries.

Tim left the firm in 2010 and joined TYS as a  partner in the Rochester office . Today he uses his in-depth accounting and business process knowledge to help clients focus and achieve alignment in order to reach their goals.

Tim speaks frequently across the country on various tax, sales and business efficiency topics, and he’s written articles for numerous publications. Tim was selected to the Rochester Business Journal class of 2000 “40 Under 40” up and coming business professionals. Tim is also the past-president of the Rochester Chapter of the Epilepsy Foundation and was a former hockey coach at the Rochester Institute of Technology and also Monroe Community College.

Direct download: Tim_Shortsleeve_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 11:24pm EST

Direct download: Dan_Griffifs_interview_full.m4a
Category:Accounting,accountant,CPA -- posted at: 3:08pm EST

Sandra is a visionary leader who is gifted with the ability to tackle emerging as well as future challenges. She works with a sense of adventure, preferring to focus upon the most essential facts in order to grasp a "big picture" view of any situation. Sandra relies upon her creativity and inspiration to cut through complexity and devise timely solutions while following her instincts to "keep the ship moving" at all times (and improvising with precision when necessary to make sure that happens.)

Sandra is a naturally gifted public speaker who is noted for the energy and excitement she brings to an audience. At the same time, she adds a personal touch that leaves individuals in the crowd with a sense that she is your friend. This ability to build relationships and project warmth makes Sandra especially effective at building great teams. She is a team player in her own right, offering her multi-tasking skills and a realistic viewpoint that can keep an agenda on track and people focused on the tasks at hand.

Sandra directs Boomer Consulting, Inc.'s annual Human Capital and Learning Symposium™ and offers her services as co-director of the Performance3™ Management Program. She has been in the Strategic Coach Entrepreneurial Team Program™ for 10 years and is responsible for communicating its concepts to clients and the Boomer staff.

Sandra is regularly invited to speak at national conferences where she empowers audiences with new ideas and a sense of humor.

She is a popular author who is frequently published by many trade journals including CPA Practice Management Report, Accounting Today, Accounting Web, The CPA Practice Management Forum, The CPA Report of South Carolina, Lagniappe of Louisiana and The Asset of Missouri Societies. She also contributes a regular column covering human resources to the Boomer Bulletin™ and penned an award winning marketing plan, Rebuilding the Community Bank, published by the Bank Marketing Association.

Direct download: Sandra_Wiley_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 10:43am EST

Director of Technology & Marketing

HPC Accounting & Tax
July 2015 – Present (3 months)Greater Los Angeles Area

Design and implementation of accounting technology solutions internally and for clients. Putting that knowledge to good use marketing HPC's wide range of cloud solutions.


Co-Founder & CEO

Cloudsourced Accounting LLC
January 2013 – June 2015 (2 years 6 months)Greater Los Angeles Area

Grew an online bookkeeping and cloud integration firm from scratch to serve hundreds of customers all over the country in under three years. Went from zero to a dozen team members spread over four states. Cloudsourced Accounting was acquired by Harshman Phillips & Company (HPC) in July of 2015

Direct download: BlakeOliverFinal.m4a
Category:Accounting,accountant,CPA -- posted at: 5:06pm EST

From Mike's Linkedin::: 

A CPA and CVA (Certified Valuation Analyst) who specializes in the area of dental and other healthcare entities.

I work primarily with privately owned practices and individuals and strive to become their most trusted financial advisor. We take a long-term approach to dealing with clients by billing them a flat monthly rate and often investing time over and above our agreements when clients need big things accomplished. We have the flexibility that many of our larger competitors don't have.

Direct download: MikeBarkFullInterview.m4a
Category:Accounting,accountant,CPA -- posted at: 11:36am EST

Bonnie Buol Ruszczyk has been a member of the creative and marketing services community for over 20 years and does not appear to be leaving it anytime soon. As president of bbr marketing, she has relished the challenges of entrepreneurship as she worked to grow and nurture a new business. Since the firm’s inception in 2009, Bonnie has led the young company to become widely recognized and respected within the professional services marketing niche, with award-winning client websites and an outstanding history of business success.

Bonnie quite literally wrote the book on online marketing for accounting firms, Take Your Marketing Online: Proven Ways to Grow Your Firm in the Digital Age, at the request of the AICPA. Prior to this feat, she was recognized for two years in a row as one ofAccounting Today’s Top 100 Most Influential People and is in great demand as a consultant, speaker and leader at various industry events. She is a founding member of the Atlanta Independent Women’s Network and is the Atlanta chapter president of the Association for Accounting Marketing. She is also a regular contributor to a variety of websites, including Social Media TodayAccounting Today and other industry-related publications and has been quoted in EntrepreneurU.S. News & World ReportCPA Practice Advisor, and others.

Direct download: BonnieBuolRuszczykFinalInterview.m4a
Category:Accounting,accountant,CPA -- posted at: 8:28am EST

Mission: “To, once and for all, bury the billable hour and timesheet in the professions”

Ronald J. Baker started his CPA career in 1984 with KPMG’s Private Business Advisory Services in San Francisco. Today, he is the founder of VeraSage Institute—the leading think tank dedicated to educating professionals internationally—and a radio talk-show host on the www.VoiceAmerica.com show: The Soul of Enterprise: Business in the Knowledge Economy.

As a frequent speaker, writer, and educator, his work takes him around the world. He has been an instructor with the California CPA Education Foundation since 1995 and has authored fifteen courses for them, including: You Are What You Charge For: Success in Today’s Emerging Experience Economy (with Daniel Morris); Alternatives to the Federal Income TaxTrashing the Timesheet: A Declaration of IndependenceEveryday EconomicsEveryday Ethics: Doing Well by Doing GoodThe Best Business Books You Should ReadPricing on Purpose: Creating and Capturing ValueMeasure What Matters to Customers; and Innovating Your Business Model.

He is the author of six best-selling books, including: Professional’s Guide to Value PricingThe Firm of the Future: A Guide for Accountants, Lawyers, and Other Professional Services, co-authored with Paul Dunn; Pricing on Purpose: Creating and Capturing ValueMeasure What Matters to Customers: Using Key Predictive Indicators; and Mind Over Matter: Why Intellectual Capital is the Chief Source of Wealth; and his latest book, Implementing Value Pricing: A Radical Business Model for Professional Firms.

Ron has toured the world, spreading his value-pricing message to over 120,000 professionals. He has been appointed to the American Institute of Certified Public Accountant’s Group of One Hundred, a think tank of leaders to address the future of the profession; named on Accounting Today’s 2001, 2002, 2003, 2004, 2005, 2006, 2007, 2011, 2012, and 2013 Top 100 Most Influential People in the profession; voted number six and nine of the Top ten Most Influential People in the profession in 2012 and 2013; selected as one of LinkedIn’s Influencer Bloggers; and received the 2003 Award for Instructor Excellence from the California CPA Education Foundation. He graduated in 1984, from San Francisco State University, with a Bachelor of Science in accounting and a minor in economics. He is a graduate of Disney University and Cato University, and is a faculty member of the Professional Pricing Society. He resides in Petaluma, California.

Direct download: Ron_Baker_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 8:10am EST

This week we’re excited to have Mark Wickersham

  1. Why the 70% capacity milestone was destroying Mark’s profitability
  2. Why working on your practice is (more) important than working in it (systems, strategy, and the team)
  3. Why the billable hour was trapping Mark’s growth
  4. His approach to creating systems inside of his accounting firm
  5. His #1 mistake (he was too cheap!)
  6. How to create a new client pipeline
  7. His model for creating and implementing value based pricing

And much more…

Direct download: Mark_Wickersham_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 8:39am EST