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

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

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

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

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

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

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

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

Direct download: Stacky_K_Interview_Full.m4a
Category:Accounting,accountant,CPA -- posted at: 7:47am EDT

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

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

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

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

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

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

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

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

 

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

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

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

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