In this episode of Growing Your Firm, host David Cristello welcomes Rory Henry, a certified financial planner and behavioral financial advisor. 

Rory, who is also the director Arrowroot Family Office, co-founder of AFO Wealth Management Forward, and author of the upcoming book, "Holistic Guide to Wealth Management," discusses the evolving landscape of wealth management and its critical intersection with accounting and tax professionals. 

The conversation explores the integration of technology in financial planning, highlighting how software is making holistic financial strategies more accessible. 

Rory shares insights on the importance of collaboration among financial and accounting professionals and delves into the psychology of financial behavior. Tune in for valuable wisdom that can help accounting professionals enhance their services and better serve their clients.

In this episode of the Growing Your Firm podcast, host David Cristello welcomes Geoff Bruskin, founder and managing partner of White Tiger Connections. 

They dive into the dynamic landscape of mergers and acquisitions (M&A) within the accounting industry, exploring how recent trends have created a surge in acquisition interest. 

Geoff discusses the impact of cloud technology and the shift towards distributed employment, which have transformed the M&A space. 

The conversation also touches on the importance of viewing accounting as a nucleus for offering diverse services, particularly for young professionals entering the field. Tune in for insights on navigating M&A and recruitment in today's evolving market.

In this episode of Growing Your Firm, host David Cristello welcomes Tim Brackney, the Chief Executive Officer of Springline Advisory, a firm backed by private equity.

They delve into the philosophy of utilizing talent from small firms to enhance shared services, while also discussing the complexities and nuances of private equity in the industry.

Tim shares insights from his experience as a CEO and his background in scaling a professional services line to over $800 million in revenue.

Listeners can expect a candid conversation about the good, the bad, and the realities of private equity, alongside potential discussions around AI in the professional services sector.

Tune in for valuable strategies and behind-the-scenes perspectives on navigating growth in a competitive landscape.

In this episode of Growing Your Firm, host David Cristello welcomes back Greg O'Brien, Co-CEO of Anomaly CPA, for an insightful discussion about the evolution of his firm since their last conversation three years ago. 

They reflect on the growth of Anomaly CPA, including the firm's current headcount and revenue, as well as the strategic decisions made to invest in alternative positions beyond client-facing roles, such as marketing, IT, and operations. 

Greg shares valuable lessons learned on scaling a successful accounting firm and offers advice for listeners looking to achieve similar growth. Tune in to discover the latest updates from Greg and the innovative practices that have shaped his firm's journey.

In this episode of Growing Your Firm, host David Cristello welcomes Roman Villard, CPA, founder of Full Send Finance and co-founder of Full Send Design.

The conversation kicks off with a focus on the importance of consistency in achieving success across various endeavors, including social media and business.

Roman shares insights from his experiences on LinkedIn, where his consistent efforts have significantly increased awareness of his brand and services over the past year and a half.

The discussion then delves into Roman's journey in building Full Send Finance, exploring strategic thinking for growing firms, and how modern practices can enhance operations.

Tune in for valuable takeaways on leveraging social media and maintaining momentum in your professional endeavors.

In this episode of Growing Your Firm, host David Cristello welcomes Roman Villard, CPA, founder of Full Send Finance and co-founder of Full Send Design.

The conversation kicks off with a focus on the importance of consistency in achieving success across various endeavors, including social media and business.

Roman shares insights from his experiences on LinkedIn, where his consistent efforts have significantly increased awareness of his brand and services over the past year and a half.

The discussion then delves into Roman's journey in building Full Send Finance, exploring strategic thinking for growing firms, and how modern practices can enhance operations.

Tune in for valuable takeaways on leveraging social media and maintaining momentum in your professional endeavors.

In this episode of Growing Your Firm, host David Cristello welcomes Jeremy Wells, EA and CPA, owner of JWellsCFO and Chief Operating Officer Steadfast Bookkeeping. 

Jeremy Wells is a distinguished entrepreneur and financial expert, recognized for his innovative approach to accounting and business strategy. He has dedicated his career to empowering small businesses and solopreneurs through comprehensive tax planning and strategic business advisory services.

Jeremy specializes in tax planning and business strategy for small businesses and has been active in the field since 2018. 

Before his accounting career, he spent a decade as a college instructor. The conversation delves into Jeremy's unique approach to business, which emphasizes a subscription-based model rather than traditional billing methods, making his services accessible to small businesses and individuals starting their entrepreneurial journeys. 

Listeners can expect insights into navigating the challenges of running a business during the COVID-19 pandemic, along with Jeremy's expertise shared through his substack, J. Wells Tax, and his roles in various professional organizations. Tune in for valuable advice on tax strategy and business planning tailored for small businesses.

In this episode of Growing Your Firm, host David Cristello interviews Logan Graff, a virtual CPA firm owner (The Graf Tax Co. PLLC) based in Central Texas and a rising star on YouTube. 

Logan Graff is a dynamic and innovative figure in the accounting industry, known for his unique approach to running a virtual CPA firm and his engaging content creation on platforms like YouTube and Twitter.

Logan shares his journey of starting his firm at the age of 30 and the challenges he faced, including pricing his services competitively despite having less experience than some of his peers. 

The conversation delves into Logan's unique approach to content creation, his rapid growth on YouTube, and the lessons he's learned while building his successful firm. 

Tune in to discover valuable insights on firm management, pricing strategies, and leveraging social media to enhance your business.

In this episode of the Growing Your Firm Podcast, host David Cristello welcomes Patrick Dichter, the owner of an acquisition engine specializing in acquiring accounting firms. And owner of Appletree Business Services, a modern accounting and tax firm for small businesses. 

The  conversation delves into Patrick's successful strategies for acquiring firms, his approach to client mix, and how his model differs from conventional accounting practices. 

With a focus on efficiency and client care, Patrick emphasizes the importance of flexibility and performance-based compensation in the workplace. Tune in to discover valuable insights on navigating the accounting landscape and achieving growth through strategic acquisitions.

Client selection is vital for maintaining profitability and operational efficiency in accounting firms. As discussed in the podcast episode with Patrick Dichter, a firm's approach to client selection can have significant downstream implications for pricing, compensation, fulfillment, and overall capacity.

In this episode of Growing Your Firm, host David Cristello welcomes Piritta Van Rijn, the Global Head of Product and SVP for the accounting tax and practice division at Thomson Reuters.

They delve into the exciting potential of AI and generative AI for firm owners, discussing how these technologies can free up time and enhance the expertise of existing talent.

Piritta shares insights from a recent report on future productivity trends in the accounting and tax industries, highlighting the importance of bridging the talent gap that many firms are currently facing. Join them for an engaging conversation on the future of productivity and the evolving landscape of the profession.

On this episode of Growing Your Firm, host David Cristello interviews Michelle Neiswender, CFP the founder and CEO of FIRE Wealth Management. Michelle shares insights from her experience in the wealth management industry, offering valuable lessons applicable across different sectors. 

As a fee-only certified financial planner, Michelle specializes in serving physicians, dentists, and high-income families with comprehensive planning. Listeners can expect discussions on workflow, process, tech stack, AI, and more as Michelle delves into her journey from a 15-year partnership to launching her own firm.

The listener will learn about Michelle Neiswender's journey in the wealth management industry, including her transition to launching her own firm, utilizing workflow, process, tech stack, and AI in her business. 

As well as, decision-making process behind launching a new firm, importance of compliance, transition to niche clientele, virtual financial planning, client acquisition strategies, developing workflow project management, personalizing financial planning, managing meetings effectively, running weekly staff meetings, incorporating AI into tech stack, and maximizing returns for accounting firms and CPAs.

On this episode of Growing Your Firm, David Cristello interviews Max Minsker, the founder and CEO of Bookmate, a remote accounting firm. Max shares insights into his journey of establishing Bookmate, focusing on tax returns and bookkeeping services. 

The discussion delves into his unique approach to packaging and pricing, highlighting his atypical path to success in the industry. Tune in for valuable insights on building a successful accounting firm.

The listener will learn about how Max Minsker founded and runs Bookmate, a remote accounting firm focused on tax preparation for new companies, as well as the atypical path he took to building a successful firm.

In this episode of the Growing Your Firm podcast, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Laurence Whittam, the Managing Director at Impact Global Solutions. Laurence specializes in helping CPA firms build successful outsourced teams. 

The discussion delves into the evolving landscape of the industry, where the challenge is no longer about finding talent but selecting the right fit for each firm. 

They explore criteria, best practices, and the importance of building strong relationships with team members. Tune in to gain insights on how to effectively integrate outsourced teams and enhance your firm's performance.

Key Takeaways:

• Importance of knowing and building relationships with your team members.

• How to assess and select the right outsourced team.

• Best practices for integrating outsourced teams into your firm.

Join David and Laurence for a deep dive into optimizing your firm's approach to outsourcing and team management.

In this episode, host David Cristello interviews Billy Angelo, the managing partner of Angelo and Associates, who brings over 20 years of experience in the accounting industry. Billy shares insights on steering small businesses, specifically private practice owners, towards financial clarity and success. 

They discuss topics such as off-boarding clients to focus on core strengths, tailored tax and financial solutions for enhanced profitability, and the importance of cash management during tax season. Tune in for a conversation filled with out-of-the-box thinking and valuable industry perspectives.

The listener will learn about offboarding clients, pricing, capacity, and AI in accounting firms.

Today's guest, Seth Fineberg, a veteran in the accounting industry and founder of Accountants Forward, shares insights on how firm leaders can lead by example to move the profession forward. He discusses his career journey and current services, emphasizing the importance of instituting positive practices in the industry. Tune in to learn from Seth's wealth of experience and expertise in shaping the future of accounting.

The listener will learn about the importance of firm leaders setting an example, addressing issues in the accounting profession, work-life balance, leadership, managing capacity, structuring business, pricing, diversity and inclusion, salary and compensation, transitioning to advisory services, communication, technology, and healthy debate for business growth.

Overall, the episode highlighted work-life balance as a crucial factor in the success and well-being of firm leaders and accounting professionals.

On this episode of Growing Your Firm, host David Cristello welcomes Cory Gayman, CPA, the CEO/CFO/Founder of JCG Tax & Advisory Firm. Cory shares insights on establishing common ground with entrepreneurs, addressing the accounting talent shortage, improving accounting efficiencies, and navigating the world of virtual firms. Tune in for valuable tips from a firm owner in the trenches.

You will learn about the challenges and strategies of balancing pricing, demand for employees, and growth in a CPA firm, as well as the benefits and challenges of acquiring accounting firms as a retirement strategy.

Cory is a seasoned entrepreneur and business leader with a wealth of experience in the accounting industry.

With a career spanning over nine years, Cory has successfully grown his firm through a combination of organic growth and strategic acquisitions. His firm now boasts seven offices and a team of 45 employees, serving clients across multiple regions.

In this episode of the Growing Your Firm Podcast, host David Cristello welcomes back Katie Lilly of Lillyfield Accounting Solutions. Katie discusses the transformative changes her firm has undergone since her last appearance on the show, pre-COVID. 

She shares insights on her firm's transition from serving primarily local clients to expanding regionally and nationally, and how they navigated the shift to remote work with ease, having been originally designed as a remote firm for stay-at-home moms since its inception in 2016. 

Katie also highlights the importance of maintaining a strong remote work culture, the logistics of moving her own presence without disrupting the firm, and the value of annual retreats for her team. Tune in to learn about Katie's innovative approaches and the secrets behind her firm's growth and adaptability.

The listener will learn about the growth and transformation of Lillyfield Accounting Solutions, including their shift to national clients, focus on remote work culture, and success with QuickBooks Online.

On this episode of Growing Your Firm, host David Cristello welcomes back Nayo Carter-Gray, owner of 1st Step Accounting. Nayo, an enrolled agent and Advanced Certified QuickBooks Online Pro Advisor, is known for making accounting less taxing. 

The conversation also covers the importance of diversity and inclusion in various aspects of business, setting boundaries in work, and prioritizing work-life balance, accounting automation, and technology in the accounting industry.

Nayo Carter-Gray is a distinguished figure in the accounting industry, known for making accounting less taxing for her clients. With over 25 years of experience in the field, Nayo has established herself as an enrolled agent, a QuickBooks Online Advanced Certified Pro Advisor, and a Gusto Ambassador. 

Her impressive credentials also include being recognized as one of Hubdoc's top 50 cloud accountants, a former Intuit Accounting Council member, and one of Forbes' top 100 tax Twitter accounts.

Nayo's commitment to diversity and inclusion in the accounting profession is evident through her active involvement in promoting underrepresented voices. 

As the founder of 1st Step Accounting, Nayo prioritizes setting boundaries and emphasizes that other people's emergencies do not constitute emergencies for her. This philosophy reflects her dedication to work-life balance and prioritizing personal well-being while delivering exceptional service to her clients.

In this episode of Growing Your Firm, host David Cristello interviews Randy Crabtree, a top influencer in the accounting industry. Randy, co-founder of Tri-Merit, discusses R&D, tax credits, and cost segregation, sharing insights on the success of his firm. Tune in for a valuable conversation on creating a culture of value and importance in the workplace.

The listener will learn about the importance of creating a culture where people feel valued and can be themselves, as well as the benefits of specializing in niche areas in accounting.

Randy Crabtree is a renowned figure in the accounting industry, known for his innovative approach to building successful firms and fostering a positive company culture. With a career spanning over three decades, Randy has established himself as a thought leader in the field of accounting and tax consulting.

In the podcast episode, Randy discusses the importance of building a strong culture within a remote work setting. He highlights the significance of creating a workplace where individuals feel valued, important, and free to be themselves.

In this episode of Growing Your Firm, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Jessica Zoraida, a Latina entrepreneur and CEO of Big Picture Results. Jessica shares her journey of being self-taught, launching her firm, and navigating various pivots and transitions. 

Big Picture Results is an accounting and tax company dedicated to helping profitable, growing businesses, particularly those operated by marginalized populations, maximize their financial outcomes. Jessica discusses her mission to support women and other marginalized groups in the business world, highlighting the services her firm offers and the types of clients they serve. 

Tune in to learn more about Jessica's inspiring path and the strategies she employs to help businesses thrive.

The listener will learn about how Big Picture Results focuses on bringing more to the bottom line for business owners, the importance of financial management, evolving packaging and pricing in financial advisory relationships, working with service providers with a good quality brand, having a qualified team for bookkeeping, regular meetings with the CFO and COO, eliminating unnecessary tasks, and maximizing returns for accounting firms and CPAs.

On this episode of Growing Your Firm, host David Cristello welcomes back Ron Saharyan, co-founder of Profit First Professionals. They explore the concept of value pricing and its importance in pricing services based on the value provided. 

The conversation delves into various topics, with a promise of exciting announcements between Jetpack and Profit First at the end of the episode. Tune in for insightful discussions and a special reveal at the conclusion!

The listener will learn about Profit First Professionals, implementing the Profit First system in their business, client advisory services (CAS), subscription services in accounting firms, strategies for expanding client base, importance of advising customers, and the partnership between Profit First Professional and Jetpack Workflow.

Ron Saharyan is a renowned figure in the world of small business consulting and financial management. As the co-founder and managing director of Profit First Professionals, Ron has dedicated his career to helping businesses of all sizes achieve financial success through innovative methodologies. 

With a decade of experience in the industry, Ron has become a trusted advisor to countless firms and entrepreneurs seeking to improve their financial health.

In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristello welcomes back Geni Whitehouse, founder of The Impactful Advisor and Information Technology Alliance (ITA) president, who specializes in the wine industry. 

Geni, also known as the Countess of Communication and author of "How to Make a Boring Subject Interesting: 52 Ways Even a Nerd Can Be Heard," discusses the latest trends in her membership base, the importance of niche advisory services, and effective communication strategies. 

Join us as we explore insights into talent acquisition and dive deep into various industry-specific challenges and opportunities.

The listener will learn about the book "How to Make a Boring Subject Interesting" and the author's journey from being a tax professional to finding ways to resonate with clients and deliver value. 

They will also learn about leveraging humor, embracing unique qualities, improving communication skills, transitioning to advisory roles, and addressing challenges in the accounting industry.

Today's episode features Samantha Santaniello, partner at R.S.K Tax & Consulting. Samantha discusses the importance of setting boundaries to manage time effectively as a business owner.

Host David Cristello explores topics like systems and processes for scaling a firm, balancing work and family life, and utilizing AI transcription tools. Tune in to gain insights on optimizing workflow and achieving work-life balance in the accounting industry.

The listener will learn about setting boundaries, systems and processes for scaling a firm, managing personal routines and juggling multiple responsibilities as a business owner and parent. They will also hear about the services provided by R.S.K Tax & Consulting, focusing on small business owners and real estate investors.

The importance of tax planning and strategy for small business owners, real estate investors, and individuals will also be discussed, along with insights into building a successful business with a sibling and managing personal systems effectively.

Additionally, the benefits of having a morning routine, utilizing an administrative assistant, and implementing tools like Jetpack Workflow for organization and task management will be highlighted.

The episode will also cover the significance of building a great team, incorporating ideas from others, and utilizing digital assistants in virtual meetings.

Summary

In this episode of Growing Your Firm, host David Cristello interviews Jordan Sublette, the CEO and founder of Cloud Accounting Staffing. Jordan shares his journey of building and selling his firm, and dives into the world of outsourcing talent. 

They discuss the challenges of talent crunches and how Jordan navigated through them. Tune in to gain insights on building a successful firm and leveraging outsourcing effectively.

What you'll learn

The listener will learn about the journey of Jordan Sublette, CEO and founder of Cloud Accounting Staffing, including building his firm, outsourcing talent, structuring a sale, and navigating the world of outsourcing.

In this insightful episode of the "Growing Your Firm" podcast, brought to you by Jetpack Workflow, host David Cristello is joined by special guest Adam Lean, CEO and co-founder of The CFO Project. 

Adam shares his expertise on how accountants can go beyond traditional number-crunching by engaging with clients through meaningful conversations that resemble therapeutic sessions. By asking open-ended questions about clients' businesses and aspirations, accountants can foster a deeper connection and provide greater value.

Adam also delves into the importance of CFO advisory services as a scalable way for accountants, CPAs, bookkeepers, and enrolled agents to grow their firms and increase their earnings. The episode discusses the rise of advisory services in the accounting industry, from integration in mid-market firms to adoption by smaller practices as a lucrative service offering.

Listeners will learn about the importance of asking clients questions to get them talking, the benefits of adding CFO advisory services to accounting firms, and the current state of advisory services in the industry.

On this episode of Growing Your Firm, host David Cristello interviews Daniel Hood, the editor-in-chief of Accounting Today. With over two decades of experience in the industry, Daniel shares insights into the evolving trends in accounting firms and the push for advisory services. Tune in to gain a deeper understanding of the future of accounting and the role of technology in shaping the industry.

The listener will learn about the evolution of accounting firms, advisory services, trends in the accounting profession, and the impact of AI on the industry.

On this episode of Growing Your Firm, David Cristello interviews Scotty Scarano, the self-titled wrapping custodian at Accounting High. Scotty, who is also the founder of a $2 million accounting firm and serves on various tech company boards, shares insights on OKRs and his rap career. Tune in to learn more about Scotty's journey and his unique approach to the accounting industry.

The listener will learn about Scotty Scarano, his journey from rap to running a profitable firm, growth strategies, challenges faced, importance of trust in a team, holding employees accountable, saying no to certain opportunities, staying on the same page with team members, mindset of business owners when selling a firm, incentivizing growth, performing rap at accounting conferences, and OKR.

In this episode of the Growing Your Firm podcast, host David Cristello welcomes John Seiffer, a seasoned business owner and remote CEO, to discuss the concept of Output Thinking and its application in team management.

John, a business coach and former president of the International Coach Federation, shares insights on how to make managing teams easier by focusing on visible, measurable outputs.

The conversation touches on culture, values, and attitudes in a unique way, offering valuable perspectives for the audience. Tune in to learn how Output Thinking can transform the way you lead your team and firm.

The listener will learn about the concepts of culture, values, and attitudes, and how to apply them to make managing a team easier. The importance of defining outputs for employees, creating processes, and investing in employee happiness will also be discussed.

In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristillo sits down with Tyler Winn, the founder and CEO of Cirrus Payroll.

Tyler shares his journey of falling into the payroll business in 2012 and subsequently building a seven-figure firm that specializes in processing payroll for small businesses.

Alongside running Cirrus Payroll, Tyler operates a coaching business for accountants called Payroll Profits (Formally, Winning with Payroll), where he debunks the myth that payroll services are inherently unprofitable and unpleasant to manage.

He discusses the benefits of separating payroll services from an existing accounting firm, which can lead to a symbiotic relationship between the two entities and provides opportunities for cross-marketing services. The episode aims to help accounting firms understand how they can grow by incorporating payroll services and leveraging them as a strategic tool for expansion.

On this episode of Growing Your Firm, host David Cristello interviews Fred Tate, the Managing Director of CFO Shield. Fred discusses how CFO Shield takes a consultative approach to create tailored solutions for clients, offering fractional CFO services along with bookkeeping and payroll support.

Fred also emphasizes the importance of understanding and meeting individual client needs, showcasing the unique approach of the firm. Tune in to learn more about how CFO Shield stands out in the industry and prioritizes client service.

You will learn about the importance of connecting people together to create an ecosystem, launching a CFO firm, as well as how CFO Shield tailors solutions to specific client needs and provides a variety of services including bookkeeping and payroll.

Today on the Growing Your Firm Podcast, David Cristello sits down with guest Kane Polakoff, a principal client advisory services practice leader at CohnReznick. They delve into the world of client advisory services, discussing how to scale it, the tech stack involved, and the execution for high performance. 

Kane’s extensive experience working with various organizations in advisory capacities brings a wealth of knowledge to the conversation. Join them on this exciting journey into the realm of client advisory services.

The listener will learn about client advisory services, scaling, tech stack, executing in a high-performance manner, focus on verticals, building proposals, collaborating with clients, communication, coordination, capacity building, API automation, financial metrics, resource allocation, talent crunch, and industry insights.

In this insightful episode of Growing Your Firm, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Tammy D. Little, CEO and founder of the FTC Group. The discussion centers around Tammy's journey from working as a controller/CFO for a large construction firm to launching her own firm, the FTC Group. 

Tammy shares her experiences in creating effective systems and processes for her business, as well as her strategies for team resourcing that includes both onshore and offshore components.

Listeners will learn about the tools and technologies that Tammy and her remote team utilize to manage tasks for clients, such as using Loom for video instructions and Jetpack Workflow for task management and recurring job assignments. 

Tammy also recounts how a request from a tax accountant to help clean up a client's messy books led her to realize her passion for details and problem-solving, which ultimately sparked the beginning of her entrepreneurial journey.

Join us as we explore Tammy's transition from full-time employment to entrepreneurship, her passion for fixing complex problems, and her commitment to developing a scalable, systemized approach to running a successful firm in the accounting and finance industry.

This episode is sponsored by LiveFlow.

LiveFlow empowers you with flexible, powerful reporting tools to create customized dashboards that meet your specific needs. Connect to all your clients’ QuickBooks accounts and import their financial reports from QuickBooks into Google Sheets in no time. Learn more and book your demo here.

In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristello interviews Jennifer Ryan, the owner of Bookkeeping Direct.

Jenny shares her journey from initially joining the firm as a contractor to eventually buying the business in 2016. She highlights the company's impressive growth of 140% in the past year and discusses how the firm expanded its staff to four members.

This episode is sponsored by LiveFlow.

LiveFlow empowers you with flexible, powerful reporting tools to create customized dashboards that meet your specific needs. Connect to all your clients’ QuickBooks accounts and import their financial reports from QuickBooks into Google Sheets in no time. Learn more and book your demo here.

In this episode of Growing Your Firm, David Cristello interviews Brad Schuchardt, founder of BTBK Accounting Services. Brad specializes in providing full-service accounting solutions to restaurants, offering accurate financial information and strategic business insight. 

They discuss Brad's journey into his niche, marketing strategies, and scaling up his firm. They also touch on the importance of building a strong team and partnerships. 

This episode is sponsored by LiveFlow.

LiveFlow empowers you with flexible, powerful reporting tools to create customized dashboards that meet your specific needs. Connect to all your clients’ QuickBooks accounts and import their financial reports from QuickBooks into Google Sheets in no time. Learn more and book your demo here.

In this episode of the Growing Your Firm Podcast, host David Cristello interviews James E. Heyward, the principal at Heyward CPA. They dive into the world of technology and discuss the apps and tools that are working well for James' firm, as well as those that aren't. 

They also touch on the importance of using a support desk for client communication and setting expectations for response times. Tune in to learn about the marketing technology landscape and gain insights on how to optimize your firm's tech stack.

This episode is sponsored by LiveFlow.

LiveFlow empowers you with flexible, powerful reporting tools to create customized dashboards that meet your specific needs. Connect to all your clients’ QuickBooks accounts and import their financial reports from QuickBooks into Google Sheets in no time. Learn more and book your demo here.

In this episode of Growing Your Firm, host  David Cristello interviews Lisa Wolfson-Jones, owner and CPA at Mac-L Associates. Lisa shares the benefits of having client information ahead of meetings and how it helps create more effective discussions. 

They also discuss running a virtual firm and serving small businesses, particularly sole proprietors and entrepreneurs. 

Lisa launched Mac-L Associates in 2010, and they provide accounting services for small businesses and individuals. Tune in to learn more about Lisa's journey and insights for growing a successful accounting firm.

This episode is sponsored by LiveFlow.

LiveFlow empowers you with flexible, powerful reporting tools to create customized dashboards that meet your specific needs. Connect to all your clients’ QuickBooks accounts and import their financial reports from QuickBooks into Google Sheets in no time. Learn more and book your demo here.

Pawel Brzeminski is the founder and CEO of Snap Projections. Pawel has achieved great success in launching, growing, and successfully exiting his company. He has a strong ethos of reaching acquisition scale and shares insights on the unexpected process of getting acquired.

In this episode, host David Cristello interviews Pawel Brzeminski, the founder and CEO of Snap Projections. Pawel shares his journey of launching, growing, and successfully exiting his company. He discusses why he chose not to raise money from venture capitalists and instead opted for an acquisition. 

Pawel also provides insights into the process of reaching a scale where the company becomes an acquisition target and shares his experiences afterward. Tune in to learn from Pawel's story and his successful arc with Snap Projections.

In this episode of Growing Your Firm, host David Cristello interviews Trina Rozen, owner of Trina Rozen CPA. They discuss various topics, including unique ways Trina has structured her firm, pricing strategies, making tax prep profitable, and her opinions on the coaching community. Trina shares insights on dealing with challenging clients and finding success as a solo practitioner in South Pasadena, California. Tune in for an entertaining and informative conversation.

In this episode, we talk about Trina’s experiences with tax preparation and running her firm. But we also dive into some of the following topics: 

• The benefits of offering 1040 tax services as a CPA

• Her approach to managing workload during tax season

• The importance of having a well-organized workflow process

• Dealing with weird returns and customer service challenges

• Acquiring and integrating firms 

• Considerations when buying CPA firms

• Using Jetpack for technology workflow

• Challenges of tax season and client organization

In this episode of the Growing Your Firm podcast, host David Cristello interviews Stephanie Mack, the founder of Account Mobility, a fully remote accounting practice. Stephanie shares her insights on how she's positioning her practice for growth, particularly in the area of tax advisory and tax prep.

She discusses the importance of workflow automation and software in streamlining accounting processes and talks about the increasing number of CPAs and EAs retiring, creating opportunities for her practice. Tune in to learn more about Stephanie's unique approach to growth and her perspective on the future of the accounting industry.

In this episode of Growing Your Firm, host David Cristello interviews Deneen Dias, Vice President of Growth and Strategic Partnerships at Botkeeper. Daneen shares her expertise in helping top firms undergo digital transformation and discusses the world of CAS (Client Accounting Services).

She also delves into the definition of CAS, where to start, and how to successfully implement and scale up CAS. Additionally, she explores the implications of AI in building CAS teams.

In this episode, host David Cristillo interviews Melissa Miranda, a certified public accountant and owner of Step-by-Step Accounting. They discuss the importance of preparing for maternity leave as a business owner and how to structure your team and workflow. 

Whether it's maternity leave or any other extended absence, Melissa shares valuable insights on setting up processes that can be applied across the board. Tune in to learn how to effectively manage time away from your business.

In this episode, you will learn about Melissa Miranda's experience preparing for maternity leave as a business owner, including the challenges and strategies involved. You will also learn about the structure and services offered by Melissa's accounting firm, Step-by-Step Accounting. 

Additionally, the episode discusses the use of a recruiter to fill a senior role, the organizational structure and change management strategies of Step-by-Step Accounting, the speaker's pricing strategy, and recommended books for business owners.

In this episode of "Growing Your Firm," host David Cristello interviews David Leary, partner at Earmark Media and co-host of The Accounting Podcast. They discuss David Leary’s experience of being fired as a client from an accounting firm and how it led him to become a business owner and customer of accounting firms. 

They also touch on the talent shortage in the industry and the quality of TurboTax Live. Tune in to learn more about David's journey and Earmark Media's role in the accounting space.

• Earmark CPE

• David Leary

In this episode of "Growing Your Firm," host David Cristello interviews Kayla Green from Bactrian LLC. They discuss the firm's impressive growth, which has largely been driven by word-of-mouth referrals rather than traditional digital marketing. 

Bactrian LLC offers a range of accounting services, payroll servicing, estate planning, and financial advising, positioning themselves as a one-stop shop for their clients. Tune in to learn more about their strategies for success and how they have achieved such impressive growth.

In this episode, you’ll learn about the success of a small accounting firm in a rural farm community. The firm's competitive advantage is their deep relationships with clients, personalized services, and ability to deliver fast results. They have experienced steady growth and client retention through the power of word of mouth. 

The podcast also discusses the importance of over delivering for clients and being involved in a passionate community.

In this episode of Growing Your Firm, host David Cristello welcomes back Louie Vazquez III, CEO and founder of Vazquez and Associates. Louie shares his journey of growing his firm from half a million in sales per year to achieving even greater success. 

They discuss the sales and marketing strategies that led to this growth and delve into the challenges and opportunities that come with scaling a business. Tune in to gain insights on how to take your firm to the next level.

Congruent Advisory Services, LLC began in 2019 with Tejal starting a boutique one-woman show. Her goals were to support business owners in the process of inception to exit.

Tejal tells David that there was an agreed upon cohesive and collaborative approach. The exposure and openness shared amongst both partners led to a culture that was rooted in this type of thinking for business. In turn, this passes on the same experience to clients. Business involves numbers and emotions, but how do we manage them both? 

Tune in for our interview with Tejal Shah as she shares how building trust in her partnerships allowed for tremendous growth and positive reviews within her business.

Nicole is the managing principal at Madison Brothers Consulting Group. The group commits to exceptional client service provided by trusted advisors. They endeavor to give peace of mind to clients by offering solutions for ever changing business challenges.

Madison Brother’s Nicole Durio joins our show and she’s offering a free 1 hour consultation to 5 individuals. For those that don’t know, that’s a typically going rate of $995! Find out how to earn a chance by listening to our podcast here.

John is the president of JEnsley Financial, a fiduciary financial planning firm based out of Vancouver, WA. John started his firm in 2012 after a U-turn move from corporate America to financial services.

After obtaining a copy of "The 4-Hour Work Week" by Tim Ferriss, John began to understand that the technologies existed to build a life that allowed him to control his time, and ultimately his life.

From here, he built a firm that allowed him to do just that. He comments how winters in Washington can provide a somewhat gloomy ambiance, so why not take business to Mexico? John will spend a portion of his time in Mexico averaging 10-20 hours a week working on his business, while sharing the joys of teaching others about sailing and cruising.

On this Growing Your Firm Podcast episode, jump on with John Ensley as we discover the world of controlling time and income, experiencing your money, and building strategic partnerships in the fiduciary financial planning model.

Resources

• JEnsley Financial

• Cash Value Life Insurance

• Double Your Accounting Firm

Today we welcome Breanne Mode on the podcast. Breanne is the Director of Client Accounting and Advisory Services (CAAS) at Cbiz.

After a visit to a QuickBooks Connect conference in San Jose, CA, Breanne decided that her flight back was a networking opportunity, instead of her typical relaxation time. Of course, this happened to be the plane ride where taking out her headphones led to a great opportunity for her and her business.

As she sat next to Greg Landers, Managing Director of Cbiz, they built a business relationship that ultimately led Greg to ask Breanne to be his right hand person. Brennane had built a very foundational practice in the interim with 3 employees and approximately $500k in revenue.

After ironing out some M&A-like details, Brenanne joined the Cbiz team as their Director of CAAS and set the table for our conversation today.

• Today we sat down with a special guest, Don Emery. Don is the General Manager of Doc.It and has been with them for over 10 years. Doc.It was acquired by Iris in 2021. On our show we’ll cover: 

• Transition of going from a paper-based to paperless practice 

• Consolidation and build outs across the industry 

• Talent, team management, retention & much more

Brannon is the founder of Poe Group Advisors & Accounting Practice Academy. He is also a returning guest on the show!

Poe Group Advisors is based out of Charleston, SC. The group is known for their processes surrounding facilitating the buying and selling of CPA firms.

We enjoy an annual conversation with Brannon about M&A and his expertise in the buyers and sellers market of accounting firms. Join us for the 2023 version as we talk with Brannon on how he sees the market reacting to a post-COVID era and trends associated with the world we all live in today.

Today we talk through how to think about your own wealth. The listener should be asking themselves a simple question: How are you thinking about the wealth YOU are creating?

We welcome Colleen, a Certified Financial Planner, at IG Wealth Management on today’s show. Colleen shares a wealth of knowledge (literally) about her experiences in the financial planning realm. She shares an outside approach to planning, especially for firm owners.

The conversation today is less focused on partnerships, referrals, or adding wealth management to a practice, and more focused on those running the practice and how their wealth management is on a personal level.

Colleen kicks us off by saying: ‘Every wealth [management] person wants to partner with them [firm owners], but no one asks how they are doing.’

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Dan has quite the story and journey unlike any other. After finding himself in prison twice during his teenage years, he found a second chance in life. He was able to get sober and began starting companies beginning at the age of 18. By the time he reached 24, he began to see some true success. However, because of the demand from his newly started company, Sphere Technologies, Dan still experienced issues in his personal life.

On today’s podcast, we sat down with high energy and highly focused Dan Martell. Through conversations of deep intellect and the introduction of incredibly new principles, Dan and David discover the whos, whats, whens, wheres, and whys of buying back your time.

Today, we sat down with Darren Root, Chief Strategist at Rootworks & Right Networks. 

Rootworks is a company of Right Networks. They focus on firm improvement and emphasize the drive of helping small to medium-size accounting firms improve every day. 

Let’s jump right in.

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

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

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

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

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

We’re back with another solocast! In this episode, David Cristello, founder and CEO of Jetpack Workflow reminds us of the importance of staying a student during the holiday season. 

This time of the year is crazy. On the personal front, you’re purchasing and navigating a lot of different buying experiences. You’re also factoring in changes that may be happening in 2023 as well. 

You’ll also start to think about these things for your business. During this time, it’s important to stay a student of your buying experiences by keeping in mind what’s working and what’s not.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

1. Systems
2. Clients
3. Referrals

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

Roger Knecht is the President of Universal Accounting Center and hosts the podcast “Building the Premier Accounting Firm.” Roger assists accounting professionals in having a premier accounting firm in their area by offering quality services and getting paid for what they are worth.

In this podcast, Roger details several pieces of advice that will help you grow your firm.

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

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

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

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

Tom Wheelwright is an entrepreneur, international speaker, and the bestselling author of “Tax-Free Wealth.” Tom has spoken to over one-hundred-thousand entrepreneurs, small business owners, investors, and others. He is the CEO of WealthAbility and hosts two podcasts: WealthAbility Show: Tom Wheelwright CPA and WealthAbility Show For CPAs.

Tune into the latest Growing Your Firm podcast as Tom discusses his new book, “The Win-Win Wealth Strategy,” and how it will help you become a more successful accountant.

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

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

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

What is the secret leverage behind workflow audits? 

In this solocast, Jetpack Workflow Founder and CEO David Cristello will help you elevate your firm and become a critical thinker when conducting your workflow audit. He focuses on how you can build a metaphorical engine to help you execute more efficiently and effectively.

If you designate yourself in the “I do it” bucket or rely on your employees, take a step back and think of a different way to approach your audit. If you want to create an enterprise or develop an “engine” that will build up your firm, you are ready to take on your audit.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

That's why we built Content Snare.

It makes gathering info from your clients fast and easy.

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

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

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

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

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

If you're an:

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

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

Here's why people love Content Snare

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

Check out contentsnare.com or DM me with any questions

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

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

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

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

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

Tom Wheelwright is a CPA, Founder and CEO of WealthAbility (Tempe, Arizona) and Best-Selling Author of Tax-Free Wealth. Wheelwright is a leading wealth and tax expert, global speaker, and entrepreneur. Tom is best known for making taxes fun, easy and understandable, and specializes in helping entrepreneurs and investors build wealth through practical and strategic ways that permanently reduce taxes.

As a Rich Dad Advisor to Robert Kiyosaki (Rich Dad Poor Dad), Tom frequently speaks at conferences worldwide to entrepreneurs on these topics. His work has been featured in The Wall Street Journal, Washington Post, Forbes, Accounting Today, Investor's Business Daily, FOX & Friends, ABC News Radio, NPR, Marketplace and many more media. http://wealthability.com

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

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

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

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

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

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

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

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

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

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

So why choose me as your Accountant?

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

But most importantly....

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

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

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

Interested?

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

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

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

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

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

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

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

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

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

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

We're always hiring for a few different roles.

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

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

LEARN TOP ECOMMERCE ACCOUNTING AND CASH MANAGEMENT STRATEGIES ►

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

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

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

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

Here are 5 actionable strategies for improving your profit margins:

❶ Get clear on your most and least profitable products

❷ Reduce unnecessary operating expenses across the board

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

➍ Maximize sales from your most profitable products

❺ Get better at inventory management

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

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

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

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

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

Cool buzzwords… but what do I really do?

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

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

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

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

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

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

www.bossadv.com