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

Adrian G. Simmons is a CPA innovating ways to put money in its place. His first debit was made in the classrooms of Loyola University Maryland, where he completed his studies in 2000, and then launched out as an auditor with KPMG Baltimore. He was relieved to have passed the CPA exam in one sitting so he could avoid more studying, but was surprised to learn that it came with an Elijah Watts Sells Silver medal. In 2002, he left KPMG to join his father in public practice, and began the work of serving small businesses, individuals, and non-profits. Since that time, the practice has grown to now four individuals, and the team works together to help customers become financially strong, so that they can focus on what truly matters in life. Adrian likes tech, uses a fountain pen, prefers dark over milk chocolate, and is happy to say he recently survived a half-marathon. His faith is very important to him, and he teaches Sunday school at his local parish. He also likes the out-of-doors, always keeping an eye out for ways to walk, hike, bike, ski, scuba, camp, swim, and others — one he’d really like to do soon is whitewater rafting. In the world of accounting, his interests lie in finding ways to make business more human, in keeping numbers secondary as a support to life aspirations, and in molding technology to enable creative expression. He is excited to be a part of the network of Thrivealists who share this passion, and are pioneering a new future for the profession.

Direct download: AdrianSimmonsPart2.m4a
Category:Accounting,marketing -- posted at: 9:09am EDT

Angie serves as President of The Rainmaker Companies and previously served as the Director of Consulting for The Rainmaker Companies for several years. 
Consistently named by Accounting Today Magazine as “one of the Top 100 Most Influential People in Accounting” and listed as a 40 Under 40 in the Accounting Industry by CPA Practice Advisor, Grissom is a frequent presenter at national conferences, Angie is renowned for her influence in and passion for the industry. She brings all this to her role at The Rainmaker Companies, striving to share her proven knowledge and know-how to transform the lives of clients through consulting, coaching, training and developing accountability within accounting firms.

Prior to joining Rainmaker, Angie worked in organizational management, sales and human resources. She has served as the Vice President of the American Society of Women Accountants Music City chapter, and an active member of the CPACA Alliance for accounting industry consultants, the National Speaker’s Association and the Association for Accounting Marketing. She contributes to and authors practice management articles for trade journals including Accounting Today, CCH Practice Management Report and the CPA Leadership Report, as well as state society newsletters and other publications. Angie is the “She” in the regular published column in Accounting Today known as “He Said, She Said” which highlights and debates topics and issues in the accounting industry.

Direct download: Angie_Grissom_Interview.m4a
Category:general -- posted at: 9:22am EDT

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

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

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

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

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

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

This week we’re excited to have Mark Wickersham

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

And much more…

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

Just because our jobs are boring doesn't mean our CPE has to be. Greg Kyte - who was included in Accounting Today's list of the Top 100 Most Influential People in the Accounting Profession - combines his expertise as a CPA with his 12 years of experience as a stand up comedian to turn CPE on its head. He's created a unique and entertaining CPE experience that does not compromise on content. It's NASBA certified, it feels like a comedy club, and the information sticks to your brain. 

Direct download: Greg_Kyte_Interview_Full.m4a
Category:Accounting -- posted at: 3:12pm EDT

As the Editor-in-Chief of Sift Media U.S., Caleb direct the the content of two sites, AccountingWEB and Going Concern. After spending nearly six years as a CPA, he was given the opportunity to be the founding editor of Going Concern, a website that broke all the rules for covering the accounting profession.

Direct download: Caleb_Newquist_Full_Interview.m4a
Category:Accounting -- posted at: 8:48am EDT

A 10+-year veteran of the tax and accounting industry -- with a focus on Internet Marketing and Direct Response media, Nate Hagerty has established a reputation for straight-talk and results on behalf of members and concierge clients, and has become a widely-followed and respected marketing voice to the industry.

His company, TaxProMarketer was established in May of 2007 (then known as BuildaHerd Marketing) in response to increased demand for real-world relationship-building and profit-producing tools and strategy for use in the legal, tax and accounting industry. Currently, TaxProMarketer staff serves clients primarily in the tax & accounting world, but in a variety of other service professional industries (lawyers, financial professionals) all across the United States and Canada who use their services to build relationships with their prospects & existing clients, as well as grow the value of their business (for immediate cashflow and future sale-ability) by utilizing these tools.

In 2003, Mr. Hagerty became the Marketing Director of a regional tax firm in Virginia.

This firm grew from a small $50,000/year firm to one which took in over $4.3 million in tax prep fees alone in less than ten years, employing over 440 people with 23 locations throughout Virginia, West Virginia and Tennessee. From 2003 until 2006, Mr. Hagerty directed the marketing and sales of this company, as it yearly surpassed the sales of well-known national franchises in its 15 market areas. During this period, he worked as a coach and consultant to the tax and accounting industry, helping thousands of other tax business owners in the US, Canada, Australia and the UK make more money and grow their companies.

Having founded and sold his first business by the age of 30, Mr. Hagerty (a member of Mensa) was recently honored as one of CPA Technology Advisor's "Top 40 Under 40", has been published widely in industry publications and is the author & editor of two Amazon Best-Selling books (Breaking the Tax Code, Vols. 1 & 2).

He now devotes his full-time energy to assisting other business owners in achieving their long-held dreams for their businesses by building profitable “herds” of clients through a down-to-earth, relationship-oriented approach. TaxProMarketer combines his relationship-building expertise (from his experience as a former youth minister), his passion for effective and clear communication  (informed by his English degree from the University of Virginia), and gift for writing copy that sells. He is married, and has five children, four of whom he and his wife adopted from Ethiopia and Uganda.

Direct download: Nate_Hagerty_2.m4a
Category:Accounting, marketing -- posted at: 7:52am EDT

A 10+-year veteran of the tax and accounting industry -- with a focus on Internet Marketing and Direct Response media, Nate Hagerty has established a reputation for straight-talk and results on behalf of members and concierge clients, and has become a widely-followed and respected marketing voice to the industry.

His company, TaxProMarketer was established in May of 2007 (then known as BuildaHerd Marketing) in response to increased demand for real-world relationship-building and profit-producing tools and strategy for use in the legal, tax and accounting industry. Currently, TaxProMarketer staff serves clients primarily in the tax & accounting world, but in a variety of other service professional industries (lawyers, financial professionals) all across the United States and Canada who use their services to build relationships with their prospects & existing clients, as well as grow the value of their business (for immediate cashflow and future sale-ability) by utilizing these tools.

In 2003, Mr. Hagerty became the Marketing Director of a regional tax firm in Virginia.

This firm grew from a small $50,000/year firm to one which took in over $4.3 million in tax prep fees alone in less than ten years, employing over 440 people with 23 locations throughout Virginia, West Virginia and Tennessee. From 2003 until 2006, Mr. Hagerty directed the marketing and sales of this company, as it yearly surpassed the sales of well-known national franchises in its 15 market areas. During this period, he worked as a coach and consultant to the tax and accounting industry, helping thousands of other tax business owners in the US, Canada, Australia and the UK make more money and grow their companies.

Having founded and sold his first business by the age of 30, Mr. Hagerty (a member of Mensa) was recently honored as one of CPA Technology Advisor's "Top 40 Under 40", has been published widely in industry publications and is the author & editor of two Amazon Best-Selling books (Breaking the Tax Code, Vols. 1 & 2).

He now devotes his full-time energy to assisting other business owners in achieving their long-held dreams for their businesses by building profitable “herds” of clients through a down-to-earth, relationship-oriented approach. TaxProMarketer combines his relationship-building expertise (from his experience as a former youth minister), his passion for effective and clear communication  (informed by his English degree from the University of Virginia), and gift for writing copy that sells. He is married, and has five children, four of whom he and his wife adopted from Ethiopia and Uganda.

Direct download: Nate_hagerty_1.m4a
Category:Accounting,marketing -- posted at: 7:16am EDT

Jason has been coaching creative individuals since 2008 and seeking to help them chart their future more clearly. People have quit jobs, created companies, hired people, fired people, fought fear and made a lot more money under his coaching counsel. Jason has had his own coach since 2005, which has changed his life and the trajectory of his firm’s growth forever. Jason follows a particular study of coaching called Neuroleadership. Neuroleadership is the scientific study of the brain, and how this relates to the fields of leadership development, management training, change management, consulting, and coaching. Jason is a member of the NeuroLeadership Institute: http://www.neuroleadership.org

 

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Bookkeeping

Bookkeeper

Accountant

Tax

CPA

Firm Management

Growth Management

Direct download: Jason_Blumer_2.m4a
Category:Accounting -- posted at: 8:57am EDT

Jason has been coaching creative individuals since 2008 and seeking to help them chart their future more clearly. People have quit jobs, created companies, hired people, fired people, fought fear and made a lot more money under his coaching counsel. Jason has had his own coach since 2005, which has changed his life and the trajectory of his firm’s growth forever. Jason follows a particular study of coaching called Neuroleadership. Neuroleadership is the scientific study of the brain, and how this relates to the fields of leadership development, management training, change management, consulting, and coaching. Jason is a member of the NeuroLeadership Institute: http://www.neuroleadership.org

 

Show Keywords:

Bookkeeping

Bookkeeper

Accountant

Tax

CPA

Firm Management

Growth Management

Direct download: Jason_Blumer_1.m4a
Category:Accounting -- posted at: 9:37am EDT

Owner of Ragain Financial Inc.

 

 

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CPA

Accounting

Accountant

Bookkeeper

Bookkeeping

Tax

Growth Management

Firm Management

Direct download: Regain_2.m4a
Category:Accounting -- posted at: 7:54am EDT

Owner of Ragain Financial Inc.

 

 

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CPA

Accounting

Accountant

Bookkeeper

Bookkeeping

Tax

Growth Management

Firm Management

 

Direct download: Chris_Regain_1.m4a
Category:Accounting -- posted at: 7:52am EDT

Damien will help you build a successful accounting firm. As Director of Operations at 2020 Group USA he works with hundreds of practitioners around the country helping them grow and manage their firms. Damien doesn't believe in a cookie cutter approach but tries to help firm owners achieve what they want out of their business.

With 400+ member firms around the country Damien shares the best practices to help firms be more efficient, deliver a great range of services and offer a quality and challenging workplace. Damien regularly speaks to state and national accounting groups around the world on topics including change management, marketing, technology and management.

Damien has an MBA from San Francisco’s Golden Gate University and undergraduate degrees from the University of Queensland. Outside of 2020 he is a keen skier and triathlon competitor and regular San Francisco Bay swimmer.

 

 

 

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Accounting

Accountant

CPA

Bookkeeper

Bookkeeping

Tax

Growth Management

Firm Management

Direct download: Damien_Greathead_2.m4a
Category:Accounting -- posted at: 9:59am EDT

Damien will help you build a successful accounting firm. As Director of Operations at 2020 Group USA he works with hundreds of practitioners around the country helping them grow and manage their firms. Damien doesn't believe in a cookie cutter approach but tries to help firm owners achieve what they want out of their business.

With 400+ member firms around the country Damien shares the best practices to help firms be more efficient, deliver a great range of services and offer a quality and challenging workplace. Damien regularly speaks to state and national accounting groups around the world on topics including change management, marketing, technology and management.

Damien has an MBA from San Francisco’s Golden Gate University and undergraduate degrees from the University of Queensland. Outside of 2020 he is a keen skier and triathlon competitor and regular San Francisco Bay swimmer.

 

 

 

Show Keywords:

Accounting

Accountant

CPA

Bookkeeper

Bookkeeping

Tax

Growth Management

Firm Management

Direct download: damien_greathouse_1.m4a
Category:Accounting -- posted at: 10:23am EDT

Formerly a principal of online accounting firm, upsourced accounting, he's lost more than his fair share of time requesting and following up for client information. When he's not sqrling, you can find Ryan playing golf (if you can call it that), trying a new craft beer, or watching a made for TV movie with his wife Lauren and dog Harvey.

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Accounting

Bookkeeping

Accountant

CPA

Firm management

Growth Management

Direct download: Ryan_watson_part_2.m4a
Category:Accounting -- posted at: 11:13am EDT

Formerly a principal of online accounting firm, upsourced accounting, he's lost more than his fair share of time requesting and following up for client information. When he's not sqrling, you can find Ryan playing golf (if you can call it that), trying a new craft beer, or watching a made for TV movie with his wife Lauren and dog Harvey.

Show Keywords:

Accounting

Bookkeeping

Accountant

CPA

Firm management

Growth Management

 

Direct download: Ryan_watson_part_1.m4a
Category:Accounting -- posted at: 8:31am EDT

Steve founded GrowthForce in 2004 in Kingwood, Texas with a desire to help small businesses grow. An innovator in the accounting industry, Steve has enabled small businesses to access systems, expertise and services typically available only to Fortune 500 companies.

His experience with system design, best practices and management services spans nearly three decades. As an entrepreneur himself, Steve has a passion for helping service businesses reach their growth potential. A highly energetic and motivational leader and speaker, Steve has built GrowthForce into the largest outsourced bookkeeping and controller service in Houston, and one of the largest in the United States with clients on every continent.

 

Show Keywords:

Accounting

Tax

CPA

Accountant

Bookkeeping

Bookkeeper

Podcast

Direct download: STEPEn_King_Interview_-_11_4_14_9.02_AM.m4a
Category:general -- posted at: 9:08am EDT

Steve founded GrowthForce in 2004 in Kingwood, Texas with a desire to help small businesses grow. An innovator in the accounting industry, Steve has enabled small businesses to access systems, expertise and services typically available only to Fortune 500 companies.

His experience with system design, best practices and management services spans nearly three decades. As an entrepreneur himself, Steve has a passion for helping service businesses reach their growth potential. A highly energetic and motivational leader and speaker, Steve has built GrowthForce into the largest outsourced bookkeeping and controller service in Houston, and one of the largest in the United States with clients on every continent.

 

Show Keywords:

Accounting

Tax

CPA

Accountant

Bookkeeping

Bookkeeper

Podcast

Direct download: Stephen_King_Part_1.m4a
Category:Accounting -- posted at: 10:28am EDT

Josh Bauerle, CPA's Summary

Specialties: Tax preparation, financial planning, tax planning, 401k and IRA rollovers, 401k plans, personal finance, investing.

 

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Bookkeeping

Bookkeeper

CPA

Tax

Firm Managment

Accounting 

Accountant

Direct download: JOSH_BAUERLE_PART_2_FINAL.mp3
Category:Accounting -- posted at: 10:45am EDT

Josh Bauerle, CPA's Summary

Specialties: Tax preparation, financial planning, tax planning, 401k and IRA rollovers, 401k plans, personal finance, investing.

 

Show Keywords:

Bookkeeping

Bookkeeper

CPA

Tax

Firm Managment

Accounting 

Accountant

Direct download: JOSH_BAUERLE_PART_1_FINAL.mp3
Category:Accounting -- posted at: 9:58am EDT

Gale Crosley, CPA, was selected one of the Most Recommended Consultants in the Inside Public Accounting BEST OF THE BEST for the eleventh consecutive year, one of the Top 100 Most Influential People in Accounting by Accounting Today for the ninth consecutive year and has been named to The Advisory Board Hall of Fame. She consults with mid-market accounting firms, assisting managing partners, partners, and marketing directors, to effectively increase their firm’s revenues.  She guides them through development of the best strategies and tactics to achieve aggressive revenue growth objectives.

 

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Accounting

CPA

Firm Management

Bookkeeping

Bookkeeper

Tax

Direct download: GALE_GROSLEY_PART_2_FINAL.mp3
Category:Accounting -- posted at: 9:52am EDT

Gale Crosley, CPA, was selected one of the Most Recommended Consultants in the Inside Public Accounting BEST OF THE BEST for the eleventh consecutive year, one of the Top 100 Most Influential People in Accounting by Accounting Today for the ninth consecutive year and has been named to The Advisory Board Hall of Fame. She consults with mid-market accounting firms, assisting managing partners, partners, and marketing directors, to effectively increase their firm’s revenues.  She guides them through development of the best strategies and tactics to achieve aggressive revenue growth objectives.

 

Show Keywords: 

Accounting

CPA

Firm Management

Bookkeeping

Bookkeeper

Tax

 

Direct download: GALE_CROSLEY_PART_1_FINAL.mp3
Category:Accounting -- posted at: 10:33am EDT

Rita Keller is a nationally known CPA firm management consultant, speaker and author. She is a former shareholder and Chief Operating Officer of a successful, regional CPA firm and has over 30 years’ hands-on experience in the management, marketing, technology and administration of a successful firm.

 

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Cpa

Accounting

Accountant

bookkeeping

bookkeeper

tax

Firm management

Direct download: RITA_KELLER_PART_2_FINAL.mp3
Category:Accounting -- posted at: 11:23am EDT

Rita Keller is a nationally known CPA firm management consultant, speaker and author. She is a former shareholder and Chief Operating Officer of a successful, regional CPA firm and has over 30 years’ hands-on experience in the management, marketing, technology and administration of a successful firm.

 

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Cpa

Accounting

Accountant

bookkeeping

bookkeeper

tax

Firm management

Direct download: RITA_KELLER_PART_1_FINAL.mp3
Category:Accounting -- posted at: 10:51am EDT

Jody Padar not only leads New Vision CPA Group, she is also a highly sought after speaker and thought leader in the tax and accounting profession. In fact, Jody works in partnership with several of the profession’s vendors, including Paycycle, Intuit, Thomson Reuters, Copanion, and Receivables Exchange.

 

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Accounting

Podcast

Bookkeeping

TAX

CPA

Firm Managment

Accounting

Direct download: JODY_PADAR_PART_2_FINAL.mp3
Category:Accounting -- posted at: 9:15am EDT

Jody Padar not only leads New Vision CPA Group, she is also a highly sought after speaker and thought leader in the tax and accounting profession. In fact, Jody works in partnership with several of the profession’s vendors, including Paycycle, Intuit, Thomson Reuters, Copanion, and Receivables Exchange.

 

Show Keywords:

Accounting

Podcast

Bookkeeping

TAX

CPA

Firm Managment

Accounting

 

Direct download: JODY_PADAR_PART_1_FINAL.m4a
Category:Accounting -- posted at: 8:44am EDT

Sandi Holst has over 35 years of experience in Bookkeeping, Business Management and Consulting Services.

 

Show keywords: bookkeeping

bookkeeper

CPA

accounting

Accountant

text

Business management

firm management

Direct download: SANDI20HOLST20PART20220Final.m4a
Category:Accounting -- posted at: 8:32am EDT

Sandi Holst has over 35 years of experience in Bookkeeping, Business Management and Consulting Services.

 

Show keywords: bookkeeping

bookkeeper

CPA

accounting

Accountant

text

Business management

firm management

Direct download: SANDI20HOLST20PART20120FINAL.m4a
Category:Accounting -- posted at: 9:13am EDT

August has been recognized as one of the "Top Most Influential People" in the accounting profession by Accounting Today. They have also described August as "One of the profession's key strategic thinkers."

 

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accounting

Firm Management

Bookkeeping

Bookkeeper

Tax

Direct download: AUGUST_INTERVIEW_PART_2_FINAL.mp3
Category:Accounting -- posted at: 4:40am EDT

August has been recognized as one of the "Top Most Influential People" in the accounting profession by Accounting Today. They have also described August as "One of the profession's key strategic thinkers."

 

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accounting

Firm Management

Bookkeeping

Bookkeeper

Tax

Direct download: AUGUST_INTERVIEW_PART_1_FINAL.m4a
Category:Accounting -- posted at: 8:26am EDT

Steve Pipe is a Chartered Accountant who is passionate about helping accountants to become more successful by serving their clients better, and is widely regarded as one of the world’s leading strategists to the accountancy profession.

 

A prolific writer, he has written four books, over 150 training videos for the Accountants’ Education Chanenel, the eight part BBC television series Easy Money and too many articles to count.

 

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CPA 
Accountant
Accounting 
firm management
practice management
Bookkeeping 
Bookkeeper
Tax 

 

Direct download: STEVE_PIPE_PART_2_FINAL.m4a
Category:Accounting -- posted at: 8:49am EDT

Steve Pipe is a Chartered Accountant who is passionate about helping accountants to become more successful by serving their clients better, and is widely regarded as one of the world’s leading strategists to the accountancy profession.

 

A prolific writer, he has written four books, over 150 training videos for the Accountants’ Education Chanenel, the eight part BBC television series Easy Money and too many articles to count.

 

Show Keywords:

CPA 
Accountant
Accounting 
firm management
practice management
Bookkeeping 
Bookkeeper
Tax 

 

Direct download: STEVE_PIPE_PART_1_FINAL.m4a
Category:Accounting -- posted at: 7:41am EDT

Edward Mendlowitz is a certified public accountant and a partner with WithumSmith+Brown located in New Brunswick, NJ. He is the author of eighteen professional books, and the editor of four others. Mr. Mendlowitz has written hundreds of business and financial articles and has been quoted in almost every major newspaper in the United States, and is on the panel of experts for Bottom Line/Personal newsletter. He has taught in the MBA program at Fairleigh Dickinson University, and is admitted to practice before the United States Tax Court. The American Institute of Certified Public Accountants has accredited him in business valuation, certified him in financial forensics and as a personal financial specialist, and presented him with the Lawler Award for the best article in the 2001 Journal of Accountancy.

 

 

 

 

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CPA 
Accountant
Accounting 
firm management
practice management
Bookkeeping 
Bookkeeper
Tax
Direct download: ED_MENDLOWITZ_PART_2_FINAL.m4a
Category:Accounting -- posted at: 12:01pm EDT

Edward Mendlowitz is a certified public accountant and a partner with WithumSmith+Brown located in New Brunswick, NJ. He is the author of eighteen professional books, and the editor of four others. Mr. Mendlowitz has written hundreds of business and financial articles and has been quoted in almost every major newspaper in the United States, and is on the panel of experts for Bottom Line/Personal newsletter. He has taught in the MBA program at Fairleigh Dickinson University, and is admitted to practice before the United States Tax Court. The American Institute of Certified Public Accountants has accredited him in business valuation, certified him in financial forensics and as a personal financial specialist, and presented him with the Lawler Award for the best article in the 2001 Journal of Accountancy.

 

Show Keywords:

CPA 
Accountant
Accounting 
firm management
practice management
Bookkeeping 
Bookkeeper
Tax
Direct download: ED_MENDLOWITZ_PART_1_FINAL.m4a
Category:Accounting -- posted at: 12:00pm EDT

Michelle L. Long, CPA, MBA is the owner of Long for Success, LLC specializing in QuickBooks consulting and training services, coaching small business owners, speaking and writing. Michelle has a unique relationship with Intuit as an elite national trainer and presents “What’s New for QuickBooks” to accounting professionals nationwide. She is a member of Intuit’s Trainer/Writer Network and a consultant for product development. She is an Advanced Certified ProAdvisor with several other certifications too.

Michelle is the author of two books: Successful QuickBooks Consulting: The Comprehensive Guide to Starting and Growing a QuickBooks Consulting Business and How to Start a Home-Based Bookkeeping Business (available 6/1/2011) and numerous courses for Intuit Academy.

 

 

 

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CPA 
Accountant
Accounting 
firm management
practice management
Bookkeeping 
Bookkeeper
Tax
Direct download: MICHELLE_LONG_PART_2_Final.m4a
Category:Accounting -- posted at: 11:58am EDT

Michelle L. Long, CPA, MBA is the owner of Long for Success, LLC specializing in QuickBooks consulting and training services, coaching small business owners, speaking and writing. Michelle has a unique relationship with Intuit as an elite national trainer and presents “What’s New for QuickBooks” to accounting professionals nationwide. She is a member of Intuit’s Trainer/Writer Network and a consultant for product development. She is an Advanced Certified ProAdvisor with several other certifications too.

Michelle is the author of two books: Successful QuickBooks Consulting: The Comprehensive Guide to Starting and Growing a QuickBooks Consulting Business and How to Start a Home-Based Bookkeeping Business (available 6/1/2011) and numerous courses for Intuit Academy.

 

 

 

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CPA 
Accountant
Accounting 
firm management
practice management
Bookkeeping 
Bookkeeper
Tax
Direct download: MICHELLE_LONG_PART_1_Final.m4a
Category:Accounting -- posted at: 11:57am EDT

Ms. Osborne is a recognized leader in the area of Business Performance Measurement and Management. She has a background working with small to medium sized service, retail, and manufacturing companies from a host of different industries.  She conducted business development round tables all over the state of California and was instrumental in launching the Group Mentoring program co-hosted by San Jose State University’s Women Entrepreneur Department.

 

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CPA 
Accountant
Accounting 
firm management
practice management
Bookkeeping 
Bookkeeper
Tax
Direct download: EDI_OSBORNE_Part_2_Final.m4a
Category:Accounting -- posted at: 11:54am EDT

Ms. Osborne is a recognized leader in the area of Business Performance Measurement and Management. She has a background working with small to medium sized service, retail, and manufacturing companies from a host of different industries.  She conducted business development round tables all over the state of California and was instrumental in launching the Group Mentoring program co-hosted by San Jose State University’s Women Entrepreneur Department.

 

Show Keywords:

CPA 
Accountant
Accounting 
firm management
practice management
Bookkeeping 
Bookkeeper
Tax
Direct download: Edi_Osborne_Final_Part_1_FINAL.m4a
Category:Accounting -- posted at: 11:53am EDT