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

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

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

http://marcam.ca

 Areas of Practice

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Hey Real Estate Professionals,

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

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

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

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

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

Instagram: @stevengabrielsen

What is Profit First Professionals (PFP)?

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

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

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

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

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

Attention Small & Medium Businesses and Accounting Firms!

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

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

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

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

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

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

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

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

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

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

I speak and write too.

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

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

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

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

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

Professional Affiliations:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Do what you do best and outsource the rest!

Full service contract accounting services. Specialize in:

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

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

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

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

The question I ask is this:

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

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

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

SINCE 2014 KEVIN HAS:

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

I use my online marketing mastery to serve one mission:

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

-------
FREE WEBCLASS

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

https://www.kevinize.com/automatic-firm

Owner at LWS Tax & Accounting Services
Springfield, Ohio

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

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)
Bilingual: Español

Developer/Strategist/Entrepreneur delivering intentional solutions for success!

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

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

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

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

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

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

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

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

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

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

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

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

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

In this special episode of the Growing Your Firm Podcast, I discuss:

• How to onboard new clients to set you up for future success
• Steps to make sure each client doesn’t become a headache later
• The art of setting expectations with your fresh, new client

Why Having Steps to Properly Onboard New Clients is as Critical Than Ever

I hammered home in Part I of this special series that before you begin scouring the city for new clients, you must have processes in place for efficiency purposes. Nothing cripples the growth of an accounting firm more than faulty processes.

Remember, the worst your process is, the less clients you can take, the more staff you must hire. Loss of revenues, increase in cost. That’s not what we’re looking for. In Part I, I gave some tips to nail down your processes and really open up the floodgates to productivity.

Now, when you’re changing up your processes and (now) onboarding new clients, it’s easiest to do test runs on new prospects. The reason is simple. These new clients don’t know how you work, so you’re not changing anything up for them.

The key we do this is because: we don’t want to bring in new clients into a broken system.

The right processes saves a lot of time and money. One of my past guests, Stacy Kildal, was able to trim down her entire client thanks to the right processes mixed with a seamless onboarding experience.

Now, she has a waitlist to work with her!

She also finds clients are willing to pay more for her services.

Learn more at: 

https://jetpackworkflow.com/growing-your-firm-onboard-new-clients/

No one is good at everything. As much as you might be in command of your core offering, chances are you can still benefit from a coach in certain aspects of your business.

I help accountants get the message out about the services they offer with structured, guaranteed practice development programs. My services are designed to help professional accountants who struggle with reaching their target audiences with sharp, meaningful, and relevant information.

Whether its, how to market and sell your firm's services, how to integrate financial planning into your tax practice, how to buy or sell a practice, or how to establish an online presence with social media and marketing automation, this is where I come in.

If you would like to discuss how you can future proof your firm and create the 21st Century accounting and tax firm let's talk!

Specialties: Marketing Accounting Services, Integrating Financial Planning Into a Tax Practice, Buying & Selling Accounting Practices, Leadership Coaching, Sales Training, Coaching & Digital Marketing Strategies

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

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

Since 1994 he has been running businesses that specialise in helping Accountants run better, more profitable businesses. His speaking work has taken him around the world where he has spoken to in excess of 170,000 accountants. Currently his landmark strategies and products are used by accountants in over 30 countries.

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

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

In 2014 he released a groundbreaking cloud software solution called PANALITIX. Accountancy firms around the world use PANALITIX to get better numbers and delight their clients. Since then PANALITIX has developed marketing and sales software and an entire e-learning platform for Accountants.

PANALITIX helps Accountants build great businesses.

Rob is a keen golfer (single figures) and adventurer (he is ticket holder 293 on Virgin Galactic to go into space). He lives in sunny Brisbane, Australia with his lovely wife Natalie and 3 children.

Clayton Oates is a Business Efficiency Specialist and Thought Leader in the Accounting Technology Industry, with more than 25 years experience in the Accounting, IT Consulting and Bookkeeping industries in Australia. He brings knowledge and passion to the cause of helping small business owners and operators, Accountants and Bookkeepers build stronger businesses, with systems that are simple and effective.

He is co-founder of QA Business, a specialist independent IT Consultancy practice focused on Small Business Efficiency. Since its inception, QA Business has set up and managed thousands of business systems throughout Australia, ranging from sole-trader home based businesses through to large corporations. QA Business specialises in implementing business software solutions that focus on business efficiency and work/life balance for the business owner by utilising software as a productivity tool within the businesses.

Clayton has also developed systems that improve the financial management process within a business and documenting systems that not only benefit the Business Owner, but provides an opportunity for the Bookkeeper and Accountant to provide greater value to the business.

Clayton is also a regular presenter at various Accounting / IT and Business Consulting events and over the past 15 years and has helped more than 20,000 businesses implement simple (and effective) systems to improve financial management and enhanced customer service levels.

Clayton talks from experience and operates his own business by using the practical solutions that he teaches his clients. Building QA Business from a small regional town on the NSW North Coast with a focus on systems and customer service has enabled him to enjoy a lifestyle which he truly believes is attainable by all. However perhaps his most important achievement to date is being happily married to my best friend and the proud dad of 5 fabulous humans.

No one is good at everything. As much as you might be in command of your core offering, chances are you can still benefit from a coach in certain aspects of your business.

I help accountants get the message out about the services they offer with structured, guaranteed practice development programs. My services are designed to help professional accountants who struggle with reaching their target audiences with sharp, meaningful, and relevant information.

Whether its, how to market and sell your firm's services, how to integrate financial planning into your tax practice, how to buy or sell a practice, or how to establish an online presence with social media and marketing automation, this is where I come in.

If you need help to identify how you can future proof your firm and create the 21st Century accounting and tax firm please talk to me.

Specialties: Marketing Accounting Services, Integrating Financial Planning Into a Tax Practice, Buying & Selling Accounting Practices, Leadership Coaching, Sales Training, Coaching & Digital Marketing Strategies

CEO and Founder - Woodard Consulting and Woodard Events - Intuit Premier Reseller, QuickBooks Consultants and Mid-Market Inventory Management Consultants - Atlanta Georgia

Host - "Scaling New Heights" - An Advanced Training Conference for QuickBooks ProAdvisors

Host - Woodard Network - the world's largest independent professional network specifically designed for certified QuickBooks ProAdvisors

Contract Author and Instructor - Intuit, Inc.

Member - Intuit Writer/Trainer Network

Member - Intuit Premier Reseller Program

Host - Tech Makeover - a documentary show broadcast at www.woodard.com/media

Host - Scaling New Heights Podcast

Specialties: Software consulting, channel development, event production, professional speaking and training

I assist small business owners, bookkeepers and accountants to adapt to new cloud accounting software in Australia. Through this we'll help you save time, grow your business, improve your marketing and more importantly attain a work-life balance you enjoy.

In order to achieve your goals, you must be a leader and a believer. Your peers need to feel part of something real and exciting in order to succeed. Turning up to work is just not enough.

I believe in creating a positive environment that stimulates and motivates people. An environment that allows people to grow, develop and most importantly enjoy their work.

I am committed to:
- Continuous learning and development.
- Maintaining constant feedback channels.
- Enjoying myself and having fun.
- Succeeding.

I have extensive experience across the payments and ecommerce sector as well as the accounting and fintech industry. I've managed teams of up to 25 people at any one time across all of my roles.
I'm always looking for new opportunities to learn and grow my personal brand.

M.C. Johnson Enterprise LLC
We acquire lower mid market companies as well as value add partnerships looking to maximize long-term business results. Our ideal partners are founders and family businesses looking for exits due to retirement or other business opportunities. We also seek partnerships with entrepreneurs who have a deep desire to take their business to new levels and want to stay involved in their day to day operations but looking for help in managing the big picture.
We strive to create long term value instead of short term returns with strategic digital marketing, creative capital allocation, asset repurposing and evolved enterprise models.
Send us a message if you're looking to exit your company or are seeking a value add partnership.

United Business Leaders
We use data driven insight to create high ROI campaigns for forward thinking companies. Our primary business specializes in Search Engine Optimization and Instagram Campaign Management to drive business results.

Lead SEO Strategist Remarkable Digital
Assist Remarkable Digital with creating and implementing lead Search Engine Optimization strategies.

Co - Host of The Coders Startup Podcast
The Coders Startup Podcast is a weekly show dedicated to helping new entrepreneurs get their business off the ground. We discuss everything from marketing, finance and product development, to life challenges as an entrepreneur.

As Founder and President of SingletrackBookkeeping.com, I help small businesses use Cloud Technologies to get automated and go mobile. We are QuickBooks Online specialists and work with business owners to integrate their accounting with add-on apps from the "QBO" Ecosystem: online payroll & timesheets, bill pay, expense reports, document management and much more. We consult on building the best system for your needs, then act as your support team. Our automated bookkeeping service keeps your business updated behind the scenes, freeing YOU to run your business (and have a life).

SingletrackPayroll.com offers completely automated full service online payroll for businesses in over 20 states. You submit payroll, we do everything else. 100% guaranteed accurate tax calculations and online employee onboarding make it simple; our small business low cost plans make it affordable.

"I love technology" - Kip Dynamite

After working in other companies and firms for 10 years I started a tax, accounting and consulting firm called Axiom CPA in 2005. The focus of that company was to help business owners identify where they want their business to go, plan strategically to get there and execute those plans on a weekly and monthly basis. We also spent a large amount of our time in traditional CPA firm services such as accounting, bookkeeping and tax preparation.

In 2012 the tax and accounting firm clients were sold to another firm and Axiom Strategic Consulting narrowed its focus to strategic planning and execution. As a CPA I am more focused on the numbers than most consultants or coaches. The programs and strategies we devise with clients can always be traced to their impact on the bottom line. As a consultant my approaches and tools have been developed in the trenches alongside business owners and their teams.

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

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

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

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

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

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

I'm the founder and CEO at BizInk where make accountants incredible online.

We do that with high-performance websites, engaging content and modern marketing tools. Everything we do is built for accountants and streamlined so they can run their practices in the knowledge their online marketing is in safe hands.

We’re based in the South Island of New Zealand but power the websites of accountants in Australia, New Zealand and the UK.

I love working with accountants because of their vital role in business and the economy. Sitting at the intersection of business and technology is an amazing place to be right now.

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

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

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

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

Specialties: Business and Individual Taxation compliance and consulting

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

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

Since then, I've served in a variety of financial leadership capacities, from Controller to CFO. After moving to Burlington, VT in late 2011, I've quickly became a trusted adviser to CEOs and business owners, developing a niche as a part-time CFO. I launched ReconciledIt.com in 2015 as my customer's demands for bookkeeping services grew and the technology to serve them online has come to a good level of maturity. We have grown relatively quickly and was selected by Intuit as a 2016 Firm of the Future Runner-up, recognizing us as one of the most future-ready and forward-thinking firms in the world.

HOW DO I KNOW IF I NEED AN ONLINE BOOKKEEPING SERVICE OR VIRTUAL CFO?
As an online firm, we bring financial leadership in all areas of accounting (from Bookkeeper to CFO) to businesses across the country. Thanks to cloud technology tools like Quickbooks Online, small businesses can now afford bookkeeping & CFO services remotely. If you want to spend your time focusing on what you do best and let me and my team do what we do best, don't hesitate to reach out.

Let’s connect!
michael@reconciledit.com

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

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

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

I am the author of two books:

Straight Talk About Small Business Success in New Jersey

- and -

The Ultimate CPA Practice in the New Economy

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

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

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

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

"From Linkedin" https://www.linkedin.com/in/iamdfish

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

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

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

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

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

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

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

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

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

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

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

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

Are you a rental property owner or manager? Visit my site at http://www.RealEstateAccountingWithQuickBooks.com

You can learn a tremendous amount from me for free. Let my blogs and my YouTube Channel speak for themselves:
http://nerdenterprises.com/blog/
http://nerdenterprises.com/tutorials/
http://www.youtube.com/nerdenterprises

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

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

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

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

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

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

on Heather from: 

https://www.linkedin.com/in/heatherpranitis

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

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

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

Affiliations:

• American Institute of Certified Public Accountants (AICPA) – serving on their National Peer Review Committee.
• Pennsylvania Institute of Certified Public Accountants (PICPA) – serving on the Peer Review Committee as well as the Accounting and Auditing Procedures Committee. He is also a frequent author of the PICPA Journal on accounting and auditing topics.
• Member of PrimeGlobal – serving as vice-chair of their Peer Review Committee and an annual presenter at their Business Assurance Conference.
• Fellow of the American Board of Forensic Accountants.

On Martin Bissett

Having spent a little under 17 years working with accounting firms across the UK to grow their firms by pro-actively winning new Grade A clients , launching USP was designed to be a departure into the education sector in order to assist business students and young professionals to develop the skill set,confidence and commercial awareness they need to achieve their career goals and exceed the expectations of their current and future employers.

Increasingly this work found a home in the accounting profession as firms looked towards developing their next generation of practice leaders and trainee recruits.

These worlds have now collided allowing USP to develop training, consulting, coaching and research content, often in business development disciplines; to empower both accounting educators and commercial firms to understand each other's needs and develop their CPD for emerging and future leaders accordingly.

If your looking at growing fast for your CPA firm, would you consider a firm merger? Rob Cameron started his first firm in 1989 and since then has expanded his practice across Central Illinois through a firm merger with new partners.

Sometimes, you may have to merge when unforeseen circumstances arise…Rob tells about his.

In this episode of the Grow Your Firm Podcast, with Jetpack founder David Cristello, Rob walks you through:

• What is the most important piece in determining the success of a merge [it’s not what you think]
• The timeline for a merger from discussion to completion
• What to EXPECT when you first merge

On Rob: 

A certified public accountant for more than 20 years, Rob Cameron has helped hundreds of people achieve their personal and business financial goals. As a small-business owner himself, he has experienced the challenges of keeping up and getting ahead. Rob knows how to help you make the most of your hard-earned money.

As a long-time coach and referee of youth sports, Rob demonstrates his commitment to consistency, discipline, and honesty. Those values guide his work for Hughes, Cameron & Company, LLC clients, who can be certain that Rob is looking out for them.

Rob is like no accountant you have ever met. He wants to get to know you and your business so that he can provide the best possible advice - in a friendly, relaxed manner. Email: rob@springfieldcpa.net

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

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

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

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

On Steve Major: 

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

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

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

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

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

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

If you have any questions, thoughts or want more information - steve@pricingpower.net

Meryl is the co-founder of BeanNinjas, which: 

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

Shelley Johnson Bio: 

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

In this episode, we explore:

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

Jay Holmes is a Partner at BlueBack Accounting

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

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

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

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

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

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

 About Robert: 

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

CEO/Principal

Taxnologi Solutions, LLC

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

Tim ShortsleeveCPA.CITPLess

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

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

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

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