Business | Legal | Tax | Charity
Lawyer | CPA | Advisor

Cool buzzwords… but what do I really do?

- I’m an architect; I help hopeful entrepreneurs plan and execute their dream businesses.

- I’m a thrift store; I find tax savings you didn’t know were possible.

- I’m an engineer; I help you design systems and processes that work for you so you can work on your business.

- I’m a physician; I diagnosis legal ailments and prescribe practical steps to achieve realistic outcomes.

- I’m an agent; I’ll help you make sure that you’re buying or selling the right business, the right way.

- I’m a matchmaker; I’ll find you the right person to solve any problems I can’t help with.

www.bossadv.com

I'm an entrepreneurial accountant and writer specializing in cloud accounting technology. I was honored to be named a "40 Under 40" in the accounting profession by CPA Practice Advisor in 2016 and 2017. I'm also co-host of the Cloud Accounting Podcast (http://www.cloudaccountingpodcast.com), a weekly news round-up for accountants, bookkeepers, developers, and anyone interested in the future of the accounting profession.

Before joining FloQast, I worked as a Manager in the Outsourced Finance & Accounting division of Armanino LLP, California's largest homegrown consulting and accounting firm.

I originally made a name for myself by founding and growing Cloudsourced Accounting, an online bookkeeping service with a mission to disrupt the business models of traditional CPA firms and freelance bookkeepers. The firm was an early adopter of cloud accounting apps such as Xero, Bill.com, and Expensify, which enabled my staff and clients to collaborate 100% remotely. Aprio Cloud acquired Cloudsourced Accounting in 2015.

Go to www.completeadvisorysolution.com and watch the video What is Advisory

If you want to talk to someone who knows what they are talking about and has been there and done it and isn’t going to talk a load of stuff and nonsense then reach out and connect on LinkedIn

MD of F3C Advantage Limited where we work with accountancy practices of all shapes and sizes

If you want to get serious about developing Advisory Services contact me

I also hold several consultancy and NED roles with a number of SME’s

I’ve been the New Business Director in a Regional Practice where we tripled the GRF of the office in two years by focusing on an Advisory Led approach.

And an Advisory Partner in a Top Ten Firm where I trained over 100 partners and managers in the nuances and practicalities of client advisory before setting up F3C.

So, I reckon I’ve got a pretty good fix on what clients want from accountants plus a pretty a good fix on what accountants feel about Advisory and why to date so many dabble rather than get serious.

For Accountants that want to get serious about delivering client centric advisory services -

Go to www.completeadvisorysolution.com and watch the video What is Advisory

"Accountants change lives, but not by producing a set of accounts"

This philosophy has driven everything I work towards.

By way of background I qualified as an ICAEW Chartered Accountant and a Chartered Tax Adviser.

I started with a regional practice, Rabjohns LLP (now Bishop Fleming) in Worcester before joining Ernst & Young and KPMG where I worked up to management.

After over a decade of professional experience, I decided to develop a professional accountancy outsourcing company and this has been a driving passion since I started the business in 2003.

I am permanently based in the UK and available for our clients to speak to about their customer experience.

We enable forward thinking accountants in practice increase profits and deliver better service to clients by delivering accounting and tax compliance services from our offshore centres, enabling firms to deliver more value-added services. Our World-Class delivery systems ensure that firms receive consistent service.

We also provide back-office accounting services for large plc corporate clients including accounts payable and receivable.

Our team care passionately about delivering a high quality service to our clients across the UK, Australia and North America and this approach is driven through all aspects of our business, delivering world-class service driven through technology.

We lead change in our Industry and are certified for Information Security for ISO27001:2013, the latest security standard for our industry and ISO9001:2015 for Quality Management. Our systems are also designed to comply with GDPR requirements and are certified to BS10012 for Personal Information Management.

We are the first specialist Accountancy Outsourcer in the World to hold the latest International Quality, Security and Business Continuity Standards.

If you'd like to explore how AdvanceTrack can help your Accountancy firm, use the link below to book your Discovery meeting.