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

June 2019
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Thu, 27 June 2019

Getting Your Feet Wet With Jetpack Workflow – John Bowman

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.

Direct download: 20190627_John_Bowman_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

Thu, 20 June 2019

Building A High-Performance Recruiting System For Your Firm – Chuck Bauer’s 2nd Interview

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.

Direct download: 20190620_Chuck_Bauer_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

Thu, 13 June 2019

The Cloud + Training = Success: Lisa Channell of Bonfire Bookkeeping

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.

Direct download: 20190613_Lisa_Channell_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT

Thu, 6 June 2019

Building A Strong Team From Hire - Renee Daggat from Admin Books

Renee is the CEO of AdminBooks and she received her bachelor’s degree from San Jose State University in 1989.

She is an Enrolled Agent tax preparer, enrolled to represent tax payers before the IRS. With this license, she uniquely brings peace to her clients by helping them with all the aspects of running a business.

Renee is also an Advanced QuickBooks Online Consultant with Intuit, named top 200 Proadvisor in 2017 (top 1% in her field) and is a member of the Intuit Trainer/Writer Network.

Renee has corporate financial management experience dating back to 1995 and is passionate about equipping business owners with the tools they need to run their business simply and efficiently.

Renee is also the author of “Your Financial Flight Plan: Pilot Your Business to Profitability.” In her book, she demonstrates in a creative way the reasons why every business owner needs to be a better manager of his or her business. She also provides examples of how owners can be successful. End-of-the-chapter questions motivate the readers to make any necessary changes to improve business.

Born and raised in California and happily married since 1990, Renee is the mother of two sons. She lives her life with purpose and thrives on helping her clients do so as well.

Contact Renee at: renee@adminbooks.com | 408.782.9640

Direct download: 20190606_Renee_Daggat_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 11:00am EDT