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

As Founder and President of, 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). 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

Direct download: 20161229_KimHornsby_Final.m4a
Category:general -- posted at: 3:00am EDT

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.

Direct download: 20161222_JoeyBrannon_Final.m4a
Category:general -- posted at: 7:40am EDT

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.

Direct download: 20161208_RichardClayman_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 6:50pm EDT

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.

Direct download: 20161124_GregJessicaDaley_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 10:52pm EDT

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.

Direct download: 20161117_KenPyle_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 12:51am EDT

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.

Direct download: 20161110_MatthewWilkinson_Final.m4a
Category:Accounting,marketing -- posted at: 11:37pm EDT

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.

Direct download: 20161103_JodyJordan_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 9:53pm EDT

☀ Michael Rozbruch


✔ Coach and train CPAs, attorneys and EAs
✔ Help them rethink their business models
✔ Show them how they can provide real value to people with IRS problems
✔ How to help themselves transform and improve their own lives by maximizing their earning potential.
✔ Show professionals how to market and add tax debt resolution clients to their practices.

Direct download: 20161027_MichaelRoz_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 11:54pm EDT

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.

Direct download: 20161020_MikeWiddis_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 12:04am EDT

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

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

Specialties: Business and Individual Taxation compliance and consulting

Direct download: 20161006_JayTompkins_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 1:14am EDT

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

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!

Direct download: 20160929_MichaelLy_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 1:14am EDT

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

Direct download: 20160922_SalimOmar_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 2:11am EDT

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"

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...

Direct download: David_Fischer_Final_Interview.m4a
Category:Accounting,accountant,CPA -- posted at: 7:29am EDT

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

You can learn a tremendous amount from me for free. Let my blogs and my YouTube Channel speak for themselves:

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

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.

Direct download: Rob_Nixon_on_2016-08-23_at_20.11.m4a
Category:Accounting,accountant,CPA -- posted at: 7:33am EDT

on Heather from:

Hi, I’m Heather. I have 20 years of experience managing and advising businesses across many industries (IT, law and fitness, to name a few.) In my current role as owner/operator of Number Nerd Bookkeeping Solutions, I help individuals and small businesses get their numbers in order through financial auditing, analysis and planning, and I’m particularly skilled at taking your unorganized data and presenting it in an easily digestible way. I always speak in plain language, have an eye for detail, and a knack for teaching others to develop good accounting habits.

Number Nerds is a full-service bookkeeping firm based out of Surprise, Arizona but serving clients around the world. Owned and operated by experienced bookkeeper and financial consultant Heather Pranitis, Number Nerds specializes in getting clients' numbers in order through financial auditing, analysis and planning. When working with Number Nerds you can expect customized solutions to your specific bookkeeping challenges, easy-to-read financial reports and answers to all your tough finance-related questions, in plain language. Number Nerds staff have worked with companies of every size and from many different industries to improve their bookkeeping process develop good accounting habits.

Direct download: Heather_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 7:41am EDT

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.


  • 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.
Direct download: Richard_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 7:49am EDT

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.

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

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:

Direct download: RobSpringfieldFinal.m4a
Category:Accounting -- posted at: 8:34am EDT

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 -

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 -


Direct download: SteveMajorFinalInterview.m4a
Category:Accounting,accountant,CPA -- posted at: 7:30am EDT

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.

Direct download: MerylFinal_2.m4a
Category:Accounting,accountant,CPA -- posted at: 7:50am EDT

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.

Direct download: ShelleyFinal.m4a
Category:Accounting,accountant,CPA -- posted at: 7:59am EDT

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 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 live every Wednesday night,, 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.

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

Quick question... if you were to count up the number of services you provide, how many could you list? 
Many firm owners get stuck in the trap offering "me too" services that end up costing a significant amount time, only to find out that the profit margin is never increasing ... 
Today's guest found a different way, which was to also introduce CFO level services for many of their clients. 
In this exclusive interview,  we sat down with Steven Byler & Dan Gertudes, Partners at GrowthLab, where we discussed How To Ditch The Basic Accounting Services And Become An Outsourced CFO Firm.
Direct download: Steven_and_Dan_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 10:31am EDT

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.

Direct download: Chet_Buchman_Full_Interview.m4a
Category:Accounting,accountant,CPA -- posted at: 7:28am EDT

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.

Direct download: GabriellePart2.m4a
Category:Accounting,accountant,CPA -- posted at: 8:29am EDT

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.

Direct download: GabriellePart1.m4a
Category:Accounting,accountant,CPA -- posted at: 8:27am EDT

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

Direct download: Jay_Holmes.m4a
Category:Accounting,accountant,CPA -- posted at: 7:31am EDT

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.

Direct download: PaulaAllgoodFinal.m4a
Category:Accounting,accountant,CPA -- posted at: 8:04am EDT

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

Direct download: Joel_Sinkin_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 9:21am EDT

About his recent presentation at DigitalCPA: 

The sale is complete and now you have to ensure the client stays excited about working with your firm. How long does it take to onboard a client? Who should be involved? How do you get the client to change to your processes and tools without overwhelming them with change? What are the systematized steps to onboarding? These questions, and others, will be discussed in this session.

 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 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. 



Direct download: Robert_Colburn_Final_-_2_23_16_6.54_AM.m4a
Category:Accounting,accountant,CPA -- posted at: 6:59am EDT


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.

Direct download: Joni_Full_Interview.m4a
Category:Accounting,accountant,CPA -- posted at: 7:44am EDT

Tim ShortsleeveTim 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.

Direct download: Tim_Shortsleeve_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 11:24pm EDT