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

David Cristello, Founder & CEO of Jetpack Workflow and host of the Growing Your Firm Podcast, offers observations of 2020 and predictions for how best to prepare for 2021 as an accounting firm owner.

In 2021, these are the 3 main buckets for industry-leading accounting firm owners to secure for a great year:

  1. Secure a margin of safety for your firm.
  2. Secure opportunities to serve existing and new clients.
  3. Secure your own wellness and goals.

Read the full summary on our blog at jetpackworkflow.com/blog/prepare-for-2021-in-accounting

Direct download: End_of_year_recap.m4a
Category:general -- posted at: 5:00am EST

★ Featured in the Wall Street Journal, Barron's, The New York Times, TEDx, Vistage, Inc. & Thrive Global ★

✔ Are you a driven and/or restless professional who wants to achieve without all the associated anxiety?
✔ Do you feel stuck in a pattern of behavior, leading you to ask yourself “Why do I keep doing that?”
✔ Are you a Financial Advisor, or an Executive in the Hospitality, Customer Service or the Manufacturing Industries?

I help driven and restless professionals and executives become more effective leaders by unveiling their blind spots and discovering why they keep making the same (bad) choices. How? By showing them how to improve their Judgment Quotient (JQ)® — and make choices that are aligned with their values and goals, instead of working against them.

"If you help them see it and feel it, they will fix it."

★ Want to Learn How ★
Please contact me at krishna@krishnapendyala.com or 412-301-5123. For more information visit choiceladder.com or krishnapendyala.com

★ What Clients Say ★
“Krishna explained many hurdles in ways I could understand in order to better work with them. He put faces on these issues that I saw popping up in my life. Once I could SEE these issues and face them, look them in the eyes, I was able to recognize that these animals did not have to run my life.” Vivian Lee Croft

“Krishna’s disposition and clarity help the young managers find the right direction like Moses pointing to the promise land yet his approach feels like the gentle tug from a father’s kind words to a son. That’s a special gift in my opinion. I listen to the folks he is mentoring and hear a difference in their answers. It’s maturity I hear. That’s change worthy of investing in.” Jim Keene, Founder & CEO of KEENE Building

★ Specialties Include ★
✔The ABCDs of Judgment - Judgment Quotient (JQ)® ✔ Choice-making vs Decision-making ✔ Operating in the AlphaZone ✔ Playful Mindfulness ✔Raising Self-Awareness Beyond EQ ✔2 Days at a Time ✔EAT Well!

Direct download: 2020-12-10_Interview_Krishna_Pendyala_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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

My personality types are DISC D (Captain), Myers-Briggs INTJ, and Enneagram 8. I tend to work methodically, but aggressively towards goals with a strong preference for efficiency. I'm most energized by competition & winning, professional growth, and leading the group. See my full personality profile here: https://www.crystalknows.com/p/jackiemeyercpa

Direct download: 2020-12-03_Interview_Jackie_Meyer_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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