Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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.

Direct download: GYF_040_5-23-24_AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: GYF_039_5-9-24_AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: GYF_038_5-2-24_AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: GYF_037_4-25-24_AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: GYF_036_4-18-24_Audio.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: GYF_035_4-11-24_AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: GYF_034_4-4-24_AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: GYF_033_-_3-28-24_AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: GYF_032_30-14-24_AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: GYF_031_3-7-24_Audio.mp3
Category:Accounting,accountant,CPA -- posted at: 9:47am EDT

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.

Direct download: GYF_030_2-29-24_KANE_AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: GYF_029_2-15-24_AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: GYF_028_2-1-24_J_RYAN_AUDIO.mp3
Category:general -- posted at: 7:00am EDT

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.

Direct download: GYF_027_Audio.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: GYF_026_J_Heyward_AUDIO.mp3
Category:general -- posted at: 5:00am EDT

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.

Direct download: with_ad_GYF_025_Lisa_Wolfson_AUDIO_12-21-23.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: GYF_020_AUDIO_With_AD.mp3
Category:general -- posted at: 5:00am EDT

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

Direct download: GYF_023_AUDIO_Trina_Rozen.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: GYF_022_AUDIO.mp3
Category:general -- posted at: 5:00am EDT

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.

Direct download: GYF_024_Deneen_AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: GYF_021_AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: GYF_019_AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: GYF_018_Kayla_AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: GYF_017_Louie_mixdown.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: GYF_016_Tejal_AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: GYF_015_Nicole_AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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

 

Direct download: GYF_014_John_Ensley_AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: GYF_013_-_Breanne__AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

  • 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

Direct download: GYF_012_Don_Emery_Audio.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: GYF_011_Brannon_Audio.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.’

Direct download: GYF_010_Colleen_Audio.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: GYF_009_Jeff_Jacobs_2_Audio.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: GYF_008_Tax_Goddess_2_audio_only.mp3
Category:Accounting,accountant,CPA -- posted at: 1:00pm EDT

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.

 

Direct download: GYF_007_james_scott_audio.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: GYF_005_Mark_Stovel_Audio.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: GYF_004_Tax_Goddess_Audio.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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. 

Direct download: 20230316_Jeff_Jacobs_FINAL.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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. 

Direct download: 20230302_Amy_Vetter_FINAL.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: 20230216_Dan_Mortell_FINAL.mp3
Category:general -- posted at: 5:00am EDT

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.

Direct download: GMT20230113-150340_Recording.m4a
Category:general -- posted at: 5:00am EDT

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.

Direct download: GMT20230106-150618_Recording.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: GMT20221202-200539_Recording_1.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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?
Direct download: 20221201_Rob_Nixon_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: 20221110_Geraldine_Carter_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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!

Direct download: 20221027_Shanita_Jones_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: 20221012_Reza_Hooda_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: GMT20220824-190824_Recording.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: 20220915_Michael_Frost_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: Compliance_isnt_dead..._here_what_is.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: Questions_to_get_your_ready_for_2023.m4a
Category:Accounting,accountant,CPA -- posted at: 8:43am EDT

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.

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

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.

Direct download: 20220721_Roger_Knecht_FINAL.m4a
Category:general -- posted at: 5:00am EDT

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.

Direct download: 20220714_Loren_Fogelman_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: 20220707_Tom_Wheelwright_FINAL.m4a
Category:general -- posted at: 5:00am EDT

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.

Direct download: 20220630_Jassen_Bowman_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: The_Secret_Leverage_Behind_Workflow_Audits.m4a
Category:general -- posted at: 5:00am EDT


Direct download: 20220602_Before_You_Think_About_Advisory.._Do_this_First..m4a
Category:general -- posted at: 5:00am EDT

Direct download: 20220526_3_Ways_to_Get_More_Profit.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: 20220519_Hate-Marketing-Start-Here.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

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

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.

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

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.

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

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.

Direct download: 2022-04-21_David_Cristello_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: 20220414_Aaron_Rubin_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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

Direct download: 2022-04-07_James_Rose_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: 2022-03-31_Dr._Anton_Lewis_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: 2022-03-24_Interview_Christopher_Mundon_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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

Direct download: 2022-03-17_Interview_Tom_Wheelwright_Final.m4a
Category:general -- posted at: 5:00am EDT

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

Direct download: 2022-03-10_Interview_Jonathan_Bello_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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

Direct download: 2022-03-03_Interview_Adi_Klevit_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: 2022-02-24_Interview_Luke_Fletcher_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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

Direct download: 2022-02-17_Interview_Dustin_Hostetler_Final.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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!

Direct download: 2022-02-10_Interview_Tyler_Clark_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: 2022-02-03_Interview_Micky_Deming_Final.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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

Direct download: 2022-01-27_Interview_Chad_Davis_Final.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: 2022-01-21_Interview_Meryl_Johnston_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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

Direct download: 2022-01-13_Interview_Adi_Klevit_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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

Direct download: 2021-12-23_Interview_Mike_Payne_Final.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

I'm an entrepreneurial accountant and writer specializing in cloud accounting technology. I was honored to be named a "40 Under 40" in the accounting profession by CPA Practice Advisor in 2016 and 2017. I'm also co-host of the Cloud Accounting Podcast (http://www.cloudaccountingpodcast.com), a weekly news round-up for accountants, bookkeepers, developers, and anyone interested in the future of the accounting profession.

Before joining FloQast, I worked as a Manager in the Outsourced Finance & Accounting division of Armanino LLP, California's largest homegrown consulting and accounting firm.

I originally made a name for myself by founding and growing Cloudsourced Accounting, an online bookkeeping service with a mission to disrupt the business models of traditional CPA firms and freelance bookkeepers. The firm was an early adopter of cloud accounting apps such as Xero, Bill.com, and Expensify, which enabled my staff and clients to collaborate 100% remotely. Aprio Cloud acquired Cloudsourced Accounting in 2015.

Direct download: 2021-12-16_Interview_Blake_Oliver_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

Go to www.completeadvisorysolution.com and watch the video What is Advisory

If you want to talk to someone who knows what they are talking about and has been there and done it and isn’t going to talk a load of stuff and nonsense then reach out and connect on LinkedIn

MD of F3C Advantage Limited where we work with accountancy practices of all shapes and sizes

If you want to get serious about developing Advisory Services contact me

I also hold several consultancy and NED roles with a number of SME’s

I’ve been the New Business Director in a Regional Practice where we tripled the GRF of the office in two years by focusing on an Advisory Led approach.

And an Advisory Partner in a Top Ten Firm where I trained over 100 partners and managers in the nuances and practicalities of client advisory before setting up F3C.

So, I reckon I’ve got a pretty good fix on what clients want from accountants plus a pretty a good fix on what accountants feel about Advisory and why to date so many dabble rather than get serious.

For Accountants that want to get serious about delivering client centric advisory services -

Go to www.completeadvisorysolution.com and watch the video What is Advisory

Direct download: 2021-12-09_Interview_John_Thompson_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

"Accountants change lives, but not by producing a set of accounts"

This philosophy has driven everything I work towards.

By way of background I qualified as an ICAEW Chartered Accountant and a Chartered Tax Adviser.

I started with a regional practice, Rabjohns LLP (now Bishop Fleming) in Worcester before joining Ernst & Young and KPMG where I worked up to management.

After over a decade of professional experience, I decided to develop a professional accountancy outsourcing company and this has been a driving passion since I started the business in 2003.

I am permanently based in the UK and available for our clients to speak to about their customer experience.

We enable forward thinking accountants in practice increase profits and deliver better service to clients by delivering accounting and tax compliance services from our offshore centres, enabling firms to deliver more value-added services. Our World-Class delivery systems ensure that firms receive consistent service.

We also provide back-office accounting services for large plc corporate clients including accounts payable and receivable.

Our team care passionately about delivering a high quality service to our clients across the UK, Australia and North America and this approach is driven through all aspects of our business, delivering world-class service driven through technology.

We lead change in our Industry and are certified for Information Security for ISO27001:2013, the latest security standard for our industry and ISO9001:2015 for Quality Management. Our systems are also designed to comply with GDPR requirements and are certified to BS10012 for Personal Information Management.

We are the first specialist Accountancy Outsourcer in the World to hold the latest International Quality, Security and Business Continuity Standards.

If you'd like to explore how AdvanceTrack can help your Accountancy firm, use the link below to book your Discovery meeting.

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

Exclusive mentoring and training for accountants, business advisors, and consultants.

Discover the proven methodology that generates better clients, gets you 10 hours a week back, systemises your practice and enables you to scale.

💥DO YOU WANT A FREEDOM PRACTICE THAT GIVES YOU MONEY, MEANING AND TIME? 💥

Your ability to create a practice that delivers the kind of life you truly desire hinges on the kind of clients you attract, the way you deliver your services and how you run your practice. This is where we come in.

💥WHAT DO YOU NEED HELP WITH? 💥

✔️ Building the number of advisory clients you have
✔️ Getting better clients
✔️ Pricing your services
✔️ Marketing and sales training
✔️ Niching your practice
✔️ Being seen as the go-to expert
✔️ Differentiating yourself from other firms
✔️ Having proposals signed fast
✔️ Leveraging your advisory offering
✔️ Creating a freedom practice


💥 WHAT IS OUR OFFER? 💥

👉 THE BOOKS

Get access to the accountant's guide to get high-value clients - a roadmap of how to use sales and marketing in your accounting firm.
Visit - www.oopmf.global/book for a copy of The Pioneering Practice.

New book - It's here: Practice Growth Superpowers THE BOOK! Message me for a free copy.

👉THE TRAINING

Join us for a no-pitch private workshop and discover what sales and marketing you can use in your accounting firm to attract quality prospects and get high value clients.
Visit - https://oompf.global/webinar/

👉THE PROGRAMME

Click here to see the results and experience our clients achieve through our Momentum programme.
Visit - https://oompf.global/success-stories/

WANT TO KNOW MORE?

🌐 www.oompf.global
✉️ amanda@oompf.global

Message me now on LinkedIn with the word MOMENTUM to find out more

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

Hi I'm Rob Brown, former high school math teacher, kickboxing blackbelt, stroke survivor, chess fan, part-time musician, teetotaller and committed Christian. Most of my work is in the accounting/CPA/fintech world in these 6 areas:

❶ BD/SALES TRAINING. Online webinars or in-house business development programs that train accountants/CPAs to become confident, effective and strategic work winners. Growth related sessions include prospecting, referrals, pipeline, cross-selling, personal branding, pitching, networking and closing.

❷ EVENT HOST & MODERATOR. Professional MC, event host, moderator, interviewer and chair for F2F/virtual conferences, summits and panels in the accounting and fintech world. Throughout the pandemic, I chaired 24 virtual panels with leaders of global accounting networks and alliances to discuss the key issues and challenges. View them here: https://bit.ly/acc-panels

❸ ACCOUNTABILITY COACH. 1-1 career mentoring for accountants/CPAS to ensure they hit their goals and accelerate their careers outside chargeable hours. This includes discretionary activities such as networking, profile raising, career development, winning business, personal branding, developing commercial acumen, speaking and writing etc.

❹ PODCAST CO-HOST. The top-rated ACCOUNTING INFLUENCERS PODCAST features daily segments featuring news, rants and expert interviews for accountants/CPAs and the accounting/fintech world who serve them. https://bit.ly/accinfpodcast

❺ INFLUENCER MARKETING. Accounting/fintech vendors and accounting networks/associations/alliances hire me as an 'accounting influencer' to generate interview-based video content (testimonials, case studies, staff bios, launches) for greater brand exposure, internal comms, audience engagement and product promotion.

❻ ACCOUNTING INFLUENCER ROUNDTABLE (AIR). With Martin Bissett, I co-chair a door-opening club of 50+ practitioners, experts and vendors who serve the accounting/fintech world. https://accountinginfluencers.com/

Finally, I'm the author of Amazon bestseller BUILD YOUR REPUTATION with global publishers WILEY. I'm a featured TEDx speaker and my talk THE PERSONAL BRAND OF YOU has generated close to 300K YouTube views.

Personally, I have a diploma in accounting and coaching qualifications in 7 sports. I live in Nottingham (home of Robin Hood) with wife Amanda and 2 daughters. I'm a proud Yorkshireman, am allergic to grapefruit and cannot whistle or ice skate. I have epilepsy, am not allowed to drive and I play 4 musical instruments to an average standard.

www.BDAcademy.pro ☏ +44(0) 7855 710 201

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

We help accounting/ERP software companies build automation solutions for data-entry from financial documents. Real-time, 100% algorithm driven delivery. Embedded in the UI of their software.

https://developer.azora.one/

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

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

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

I'm the CEO of Padgett Business Services, one of North America's largest tax, accounting and payroll advisory firms serving the specific needs of small businesses.

I'm also extremely proud to be a Co-Founder and former CEO of Accountingfly, which is helping accounting teams solve their talent challenges by hiring U.S. based remote accountants.

I live in my hometown of Pensacola, FL. Alum of Trilogy Software, Scient, American Express and Monster.com.

Learn more at GoingConcern.com and Accountingfly.com

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

Specialties: QuickBooks ProAdvisor with expertise in setting up books from scratch. Patient teacher of recording transactions properly. Liason capabilities between CPA's and client management team - able to translate accountant-ese to plain English!

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

I help solo CPAs and partners in 1 - 5 partner firms get down to a 30-hour workweek without giving up a dime in revenue.

WHAT DO I DO?
I help my clients build Advisory & Consulting Services for their business owning clients, reduce workload dramatically, while increasing revenue *and* margins.

Many of my clients generate $100K+ of *new* revenue in the first 6 months of working together, while simplifying their accounting practice.

WEBSITE - SheThinksBigCoaching.com
PODCAST: SmartStrategyforCPAs.com

Email me to connect: geraldine@shethinksbigcoaching.com

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

Ken Pyle is a partner of CYBIR, specializing in Information Security, exploit development, penetration testing and enterprise risk management.

Ken is a graduate professor of CyberSecurity at Chestnut Hill College. As an author, he has published several whitepapers and academic works on a wide range of topics including: Public Information and OSINT gathering via Social Networking, Advanced Social Engineering, Software Exploit Development, Reverse Engineering, Web Application & API hacking.

Ken is a highly rated and popular lecturer on Information Security having presented at industry events such as DEFCON, ShmooCon, Secureworld, HTCIA International, and others.

Ken is a frequently cited subject matter expert appearing in industry publications from Veracode, Accounting Today, Netdiligence, CyberScoop, and the New Jersey Law Journal.

Ken has discovered and published a large number of critical software vulnerabilities in products from companies such as Cisco, Dell, Netgear, Sonicwall, HP, Datto, Kaseya, ManageEngine, among many others.

He is currently working on a book concentrating on Cybersecurity, Forensics and Secure Design.

Hall of Fame Memberships / Acknowledgements (brief list):

Sonicwall - https://psirt.global.sonicwall.com/hall-of-fame
Schneider Electric - https://www.se.com/ww/en/work/support/cybersecurity/wall-of-thanks.jsp
Manage Engine - https://www.manageengine.com/mobile-device-management/kb/mdm-cross-site-scripting-vulnerabilities.html
West Wind Web - https://west-wind.com/wconnect/weblog/ShowEntry.blog?id=936
Dell - https://www.dell.com/support/kbdoc/en-us/000126459/security-acknowledgements

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

When I was younger, people said I was too creative to be an accountant, and too organised to be a creative. Turns out the combination of those two skills is exactly why I was able to create The Profitable Firm (PF): a creative agency working exclusively and only with accountants.

I qualified as a Certified Public Accountant in the States, and worked as an auditor for the State of Arizona before coming to the UK in 2001. When I moved here, I got a job as an auditor at a local accountancy firm in Scotland, but very quickly got moved to business development and setting up a consultancy division for that firm. I then moved on to managing the European office of a global network of accounting firms, and following that set up PF. (For five years I also ran a successful international wedding photography business alongside the creative agency.)

I now focus my energies on helping inspire and educate accountants on the power of content marketing, which PF uses itself to show accountants by example how this is done.

I love training, teaching, and coaching. I'm always honoured when asked to speak to accountants - and although I like big groups well enough, I prefer the smaller, more focused groups where I can get to know people as individuals, and help them with what's troubling them in marketing. I have presented on a large scale and small scale for organisations including Xero, The Institute of Chartered Accountants of England and Wales (ICAEW), the UK200 Group, BKR International, AccountingWeb, Accountex, and Thriveal CPA Network.

PF is based "everywhere", with a core team working from the UK, South Africa, and the United States delivering outsourced marketing to accountancy firms all over the globe.

I keep my creativity alive with photography, sketchnoting, and writing. I'm now a dual British-American citizen, and (after much travel) I confirm that Scotland is the most beautiful country in the world. I drink copious amounts of black coffee.

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

**In an attempt to keep my LinkedIn contact relevant, if you send an invite to connect with me, please include a note as to how we are connected. No offense, but random recruiters, financial managers and coaches won't make the cut if we haven't met. THANKS!**

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

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

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

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

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

Live Oak Bank is exclusively focused on helping accounting and tax professionals achieve growth by offering competitive financing solutions. Live Oak is one of the largest small business lenders under the SBA loan programs. Because I only finance accounting and tax firms, I am specialized in your practice intricacies. Ask me how to get started on your working capital, acquisition, real estate, or debt consolidation needs.
Shannon.Hay@liveoak.bank 910.550.1403 www.liveoakbank.com/accounting

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

I teach bookkeepers and accountants how to utilize tech and automation to create better workflows, systems, and processes so they can run their practice on autopilot, stress less, and save time!

Are you wondering how this became my life?

After being in the accounting world for five years, I struggled with streamlining my practice... I felt frustrated, nervous and couldn't sleep at night because I didn't know where my client work was. I was overwhelmed by all the daily tasks, lost track of work and just couldn't keep up.

I hit a wall and decided to make a change, so I started to automate my practice. I created workflows, systems and processes to help me run my practice so I could scale, take on more clients and provide quality service in the meantime!

Now, I’m a full-time educator. I’m an Asana Certified Pro and my courses have helped hundreds of bookkeepers and accountants LIKE YOU!

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

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

Jetpack Workflow is used by thousands of accountants in 18+ countries to help them better manage their client work and get their jobs done on time.

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

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

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

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

I am the CEO of Peisner Johnson, a state and local tax accounting firm that’s been around since 1992. I started with the firm as a staff assistant 25 years ago and has worked my way up to CEO. Currently, the firm has 25 employees and serves sellers in the United States and Canada. 

Since law changes in 2018, state and local taxes have become more complicated so Peisner Johnson has really stepped up to serve their clients as best as possible. The executive team, led by me as the CEO, has implemented new strategies to grow our relationships with our clients. “What’s Next” calls and value-based pricing are just two of the ways we've improved our customer (and employee) experience.

Throughout my career, I learned that growing in your positions means being good at managing your work and managing people, you have to be good at both.

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


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

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

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

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

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

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

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


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

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

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

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

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

➡️ Develop a marketing strategy designed to fit your unique DNA

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

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

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

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

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

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

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

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

Get where you want to go―faster:

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

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

Serious about growing your business?

https://sgplabs.com

Or DM me

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

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

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

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