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

Michael Frost is the co-founder and president of Heritage Family Offices. His partner, Ralph Nelson, is a CPA and also licensed as an attorney. Heritage Family Offices is a multi-disciplinary firm comprising a law firm, CPA firm, wealth management firm, and insurance company. In this Growing Your Firm Podcast, founder and CEO of Jetpack Workflow, David Cristello, brings in special guest Michael Frost to speak about the ups and downs of the CPA firm owner rat race. Although Michael found success in his firm, there was also struggle. Nonetheless, Michael is here to share his story.

In this solocast, CEO and founder of Jetpack Workflow, David Cristello, touches on compliance. Compliance isn't dying, but some factors of the artform are going away. As technology becomes more present in firms and businesses, some people are fearful that automation and other technological systems/softwares are destroying accounting practices. David thinks that this anti-tech mindset is nonsense. Learning more about compliance will help you understand more about your practice and the direction of your business.

As we march closer to the end of 2022, we need to start thinking about what we want to bring to the table for 2023. Let's face it--we're not all perfect. We've made some mistakes this year, but we prevailed and changed what needed to be changed. We're constantly adapting and bettering our firms, one day at a time. We've also made exceptional progress and produced innovative ideas for our firms. Now, it's time to reflect on what we've done and see how we can edit, change, improve, or keep working on different ideas within our firm as 2023 inches closer. In this solocast, founder and CEO of Jetpack Workflow, David Cristello, offers five questions to ask yourself as you prepare for next year. Some of these questions will spark mental gymnastics or already seem usual to you. Each question should challenge you to think outside the box and focus on your dedication to your firm.

In this solocast, David Cristello, founder and CEO of Jetpack Workflow, talks about three key ideas you should use to stay relevant in the market during this recession. While you might not be able to change what happens externally, you can find solutions internally. It's time to look inside your business and see what you can do to improve its current state. If you find yourself stuck in this recession, David offers three areas to focus your efforts: Systems Clients Referrals What can you do to create a more resilient firm? Read more below to understand what you can do to help yourself and your firm.

Roger Knecht is the President of Universal Accounting Center and hosts the podcast "Building the Premier Accounting Firm." Roger assists accounting professionals in having a premier accounting firm in their area by offering quality services and getting paid for what they are worth. In this podcast, Roger details several pieces of advice that will help you grow your firm.

Loren Fogelman is the founder of Business Success Solution. From 2018 to 2022, HubSpot has recognized Business Success Solution in its annual list of the world's top 22 business coaches. Her main goal is to focus on helping accounting professionals double their income while working half the time. She encourages accountants to raise their prices. With tactics like creating safe formulas and boosting your confidence during conversations with clients, Loren is eager to change how you view your current income. Changing your rates isn't as scary as it sounds! In this episode of Growing Your Firm Podcast, Loren Fogelman has the perfect advice and formula that will help you effectively raise your rates on current clients.

Tom Wheelwright is an entrepreneur, international speaker, and the bestselling author of "Tax-Free Wealth." Tom has spoken to over one-hundred-thousand entrepreneurs, small business owners, investors, and others. He is the CEO of WealthAbility and hosts two podcasts: WealthAbility Show: Tom Wheelwright CPA and WealthAbility Show For CPAs. Tune into the latest Growing Your Firm podcast as Tom discusses his new book, "The Win-Win Wealth Strategy," and how it will help you become a more successful accountant.

Jassen Bowman is passionate about helping others build more profitable businesses and grow their firms. He is the founder of Tax Resolution Academy®, taxfirms.com, and the co-founder of the software startup Prolaera. He is a published author of several books, including Profit Optimizers: Twelve Big Ideas for a More Profitable Tax Firm. In this book, Jassen gives advice to his readers concerning growing their firms. In the podcast, Jassen talks about three of the twelve steps he created to assist entrepreneurs with growing their firms. From managing workflow to practicing salesmanship, Jassen is giving the best advice on how to drive profit into your firm.

What is the secret leverage behind workflow audits? In this solocast, Jetpack Workflow Founder and CEO David Cristello will help you elevate your firm and become a critical thinker when conducting your workflow audit. He focuses on how you can build a metaphorical engine to help you execute more efficiently and effectively. If you designate yourself in the "I do it" bucket or rely on your employees, take a step back and think of a different way to approach your audit. If you want to create an enterprise or develop an "engine" that will build up your firm, you are ready to take on your audit.

Today, the founder and CEO of Jetpack Workflow, David Cristello is back with another solo cast to cover another hard topic that permeates the accounting industry - marketing. Most firms grow through word of mouth and thrive because they have specialized packages for a particular customer. This is ideal, but after a while, you need to have a system for acquiring new clients on a regular basis. This is achieved through consistent marketing. With a reliable flow of new clients each month, you'll have more accurate forecasting and can measure your capacity and get ahead on a hiring strategy. Today's episode will cover a few tactics for creating a sound marketing strategy.

Today, the founder and CEO of Jetpack Workflow, David Cristello is reflecting on a quote from Marcus Lemonis, host of the reality TV show The Profit. In the show, Marcus would go into small businesses and assess the three P's: People, Process, and Product. He'd determine where the biggest issues were and help the owners make corrections. Typically, the people (staff) were great, and when they weren't, it was obvious they needed to go. If this were the case, he'd advise the owners to get rid of them quickly so the rest of your team can perform at a higher level. From there, he would assess how to get their products (which were also usually great) out of the door. This led him to a philosophy that resonates with David and many firm owners: "Look at processes before you look at the people." Oftentimes, confusion and lack of growth within your staff isn't a result of the people, but a byproduct of a bad process. It leads your staff to a lot of wasted time trying to figure out what needs to be done, on top of all of the other work they are trying to complete. Eventually, burnout is the result.

Today, founder and CEO of Jetpack Workflow, David Cristello is discussing a simple tactic that's easy to implement and can improve profits but is often ignored—raising your prices. Raising prices is a sensitive topic and plenty of firm owners struggle with when and how to do it. However, if you aren't evaluating your prices frequently, you are likely underselling your clients. However when you implement a new pricing strategy, you'll elevate profits and your client base and have a better work/life balance as you scale.

In this special solocast episode, David Cristello, founder and CEO of Jetpack Workflow and host of the Growing Your Firm Podcast, discusses the ONE THING you need to do right after your busy season.

The Talent Crunch, also known as The Great Resignation, is affecting nearly everyone in the industry. The CEO and founder of Jetpack Workflow, David Cristello is addressing the problem in this podcast. He'll cover solutions for finding, attracting, and retaining a great team. David believes with the right approach, your firm can find success in this area.

Aaron Rubin specializes in financial, estate, and tax planning. With an extensive background in financial services, Aaron takes particular pride in helping his young tech clients make tax-savvy, financially sound decisions about their stock compensation packages. He received a BA in Economics-Accounting-Spanish from Claremont McKenna College. He graduated cum laude from the University of Illinois College of Law and was admitted as a member of the California Bar in 2006. He is licensed as a certified public accountant. In 2009, Aaron also received his CFP® designation. Aaron started his career in accounting, working at international CPA firm Deloitte, where he focused on high net worth individual income tax returns. He then moved to Abbott Stringham & Lynch — a local CPA firm — expanding his focus to estate and gift tax returns and planning. He has been with WRP since 2009. Professional BioWRP Wealth is an investment advisory firm that specializes in helping individuals at pre-IPO make decisions about their equity compensation. With their related company WRPTax, they provide an integrated tax and wealth solution.

If you work in a marketing agency, accounting firm (or pretty much any service business), you know how frustrating it is to get information from clients. Clients avoid your emails for weeks. When they get back to you it spirals into a 57-email trail full of questions and attachments. Even then, only half your questions will be answered and it's not clear which items are still outstanding. It's a big mess and a colossal waste of time. That's why we built Content Snare. It makes gathering info from your clients fast and easy. Think of it like sending a checklist, where your client can answer questions and upload images all in one place. If they don't finish everything in one go, it will send automatic reminders to make sure you get what you need fast. It's kind of like hiring a new personal assistant that does all the chasing for you, except you don't have to pay another salary. It allows you to get back to higher value work, and at the same time makes the process easy for your clients. On average, our customers spend 71% less time gathering and chasing content than they did before finding Content Snare. If you're an: ➡ Accounting firm -> Try Content Snare for client onboarding, monthly queries or end of year documentation. ➡ Digital Agency -> Use it to collect website content, images and copy. ➡ Finance or Insurance broker -> Ask your clients to upload all the documentation you need. If you're not one of these, don't stress. All kinds of companies use Content Snare, including non-profits, real estate, insurance and many more. Here's why people love Content Snare ✅ The process is *extremely* easy for your clients ✅ All your client info can be accessed in one secure location ✅ Content Snare fits right into your existing workflow Check out contentsnare.com or DM me with any questions

I currently teach as an Associate Professor of Accounting, at Valparaiso University, Indiana. My taught courses consist of teaching undergraduate financial accountancy and Managerial accountancy, as well undergraduate Audit and Accounting Information Systems classes. By way of research I am a Critical Race Theorist who investigates the experience of Black accountants in in the profession. Future research goals include expanding my research to develop critical models and conceptual frameworks of multicultural diversity of accountants in government bodies and accountancy organizations in the United Kingdom and United States.

Christopher Mundon is the CEO and Co-Founder of Little Newt, a company whose goal is to develop and market a truly revolutionary federal income tax automation product. Leading the team at LittleNewt. LittleNewt is a tax preparation and practice management platform for independent CPA firms that enables real-time integration with their clients' accounting systems, uses AI and automation to instantly create tax returns, and provides year-round, accurate tax information. If you'd like to connect with Christopher, you can visit his website, email him at [email protected], or send him a text at 512-318-3196.

Tom Wheelwright is a CPA, Founder and CEO of WealthAbility (Tempe, Arizona) and Best-Selling Author of Tax-Free Wealth. Wheelwright is a leading wealth and tax expert, global speaker, and entrepreneur. Tom is best known for making taxes fun, easy and understandable, and specializes in helping entrepreneurs and investors build wealth through practical and strategic ways that permanently reduce taxes. As a Rich Dad Advisor to Robert Kiyosaki (Rich Dad Poor Dad), Tom frequently speaks at conferences worldwide to entrepreneurs on these topics. His work has been featured in The Wall Street Journal, Washington Post, Forbes, Accounting Today, Investor's Business Daily, FOX & Friends, ABC News Radio, NPR, Marketplace and many more media. http://wealthability.com

Leader in QuickBooks providing Ongoing Services for Accounting, Bookkeeping, Catchup/Cleanup, Cash Flow Usage/Forecasting, and Training Nationwide. Since launching One 8 Solutions in 2001 and becoming a certified QuickBooks ProAdvisor, I developed a "client first" business attitude — always putting my client's unique business needs first. Mostly, I am driven to continuously grow and improve my business skills to help my clients grow their business. Accounting and bookkeeping are two of the deepest levels of understandings of your business, and my team and I value that partnership. Our team seeks to understand the unique nature of your business to achieve improved results. We gather knowledge of your business's inner working by conducting a detailed assessment. We do not just learn about the expenses and revenue, we also discover what is on the periphery that has a meaningful impact to your business success. For instance, we assess how you acquire your customer base, the systems you use to manage your business, and much more. This manner of gathering information allows us to take a more holistic approach to your accounting needs and give it to you in a timelier way while providing you with meaningful knowledge of the "other half of the story." Caring about your business is my business. I will help you sleep more soundly at night, knowing your financial operations are stress-free. • Jonathan Bello is the highest rated QuickBooks ProAdvisor on the Intuit Find a ProAdvisor in the Boston Market • 2019 QuickBooks Online Integrations ProAdvisor of the Year (A Top 10 award from Insightful Accountant) • 2017-2021 Top 100 QuickBooks ProAdvisor by Insightful Accountant • Member of Intuit's Writer/Trainer Network - published multiple times in the Intuit's Firm of the Future website • Taught at Scaling New Heights 2018 and 2019 on how to Assess a New Client and Clean Up a QB Online file • One 8 Solutions is an Intuit Advanced Qualified Solution Provider and authorized re-seller. It allows us to give you the lowest prices on all Intuit software, including QBO, QB Enterprise & Point of Sale, hardware, and related services such as Payroll and Payments (CC & ACH). Our Focus and Expertise: ✓ Accounting & Bookkeeping ✓ Catch up/clean up ✓ Cash Flow Usage or Forecast ✓ QuickBooks Consulting & Setup ✓ QuickBooks Training Questions? We'd love to answer them. ◉ Visit our website at www.one8solutions.com ➤ To schedule a free consult - https://calendly.com/tiiu-one8/intro Jonathan Bello, Owner One 8 Solutions ☎ 617-332-8522 ✉ [email protected]

I help businesses scale and grow by implementing efficient business infrastructure, processes and systems. My team and I are experts at creating, documenting and implementing processes and procedures in small/medium size companies. We work with companies that want to scale and expand as well as companies that are gearing up for transition. You can reach me at 503.750.0955 or [email protected]

I'm an accountant who puts a smile on the face of small business owners with expert, jargon-free advice they can rely on. I save business owners money, help them maximise profit and cash, and put them in control of their finances. So why choose me as your Accountant? • Expertise - I've been doing this for over a decade. I've worked at both the 5th and 6th largest accounting firms, been Partner at another firm and now set up my own firm Raw Accounting...so I've probably seen another business in your situation before. • Relationships - I love nothing more than getting on the phone or in a room with my client and having a chat about their business. I'm the accountant you can talk to and actually understand. • Like minded - just like you, I'm a business owner first and foremost. I get your pains and I have a plan to solve them. But most importantly.... • Passion - I will leave no stone unturned in making sure your business is a success. So what do you get when you choose me as your Accountant? • Peace of mind - I'll give you a finance function you can rely on, so you can rest easy. • Control - I know as a business owner you want to feel in control of your finances. That's why we check in with all our clients at least once a month. • Fixed fees - because no one wants to feel like the clocks ticking when they pick up the phone to ask a question. • Email & telephone support when you need it. • Regular reviews to optimise your tax position and keep it optimised. • A single point of contact who knows and understands your business Interested? 📲 Email me: [email protected] 📞 Call me: 0118 370 2547 📩 Or just send me a message here on LinkedIn and I'll get straight back to you.

Passionate about innovation and the transformation of the accounting profession. Collaborating to build the future business model of a public accounting firm. The pioneer and industry expert in applying Lean Six Sigma, Project Management and Constraint Management principles within public accounting firms. 15+ years of experience working in and serving the public accounting profession. Master Black Belt in Lean Six Sigma. CPA Practice Advisor, 20 under 40 Superstars - 2016, 2017, 2018 Accounting Today Top 100 Most Influential - 2017

I help entrepreneurial accountants create generational wealth and impact, by systemizing how they attract and win the business of their dream clients. This is accomplished by delivering cutting edge online training material coupled with dynamic coaching experiences and by providing an incredibly high degree of accountability. After working with thousands of accountants, totaling hundreds of millions of dollars of new revenue billed and collected for my clients, I know what works and what does not in today's fast-paced digital age. Go to https://dreamfirms.com/ to learn more and begin the process of making your dream accounting firm a reality, today!

Founder of Full Stadium Marketing: A content marketing agency providing strategy, production and promotion to get your message to your audience. Currently serving clients all over the U.S. and Canada.

Working with some pretty great people trying to change the way accounting services are delivered to Canadians. We're always hiring for a few different roles. Check out our careers page to find out more. www.liveca.ca/careers On a more personal note, here are some pics as we travel North America full time in an RV: https://www.instagram.com/chaddaviscdn

LEARN TOP ECOMMERCE ACCOUNTING AND CASH MANAGEMENT STRATEGIES ► When you are running a 7-figure eCommerce business, you need clarity and confidence in your finances in order to make informed business decisions so that you can grow your business. Many sellers obsess over top-line revenue when they should be obsessing over their profit margins and cashflow. It doesn't matter how great your sales numbers are if you are losing money on each order. Therefore, knowing your profit margins is key to staying in business for the long haul. Here are 5 actionable strategies for improving your profit margins: ❶ Get clear on your most and least profitable products ❷ Reduce unnecessary operating expenses across the board ❸ Create a strategy for improving profit margins for your least profitable products ➍ Maximize sales from your most profitable products ❺ Get better at inventory management When you do these right you'll accelerate your ability to scale to 8-figures and put your business in a better position for a potential exit. If you are in need of improving your financial literacy, developing efficient and repeatable systems to manage your business finances then: DM me for a free copy of our Xero toolkit for eCommerce businesses and our eCommerce accounting guide.

I help businesses scale and grow by implementing efficient business infrastructure, processes and systems. My team and I are experts at creating, documenting and implementing processes and procedures in small/medium size companies. We work with companies that want to scale and expand as well as companies that are gearing up for transition. You can reach me at 503.750.0955 or [email protected]

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.

Exclusive mentoring and training for accountants, business advisors, and consultants. Discover the proven methodology that generates better clients, gets you 10 hours a week back, systemises your practice and enables you to scale. 💥DO YOU WANT A FREEDOM PRACTICE THAT GIVES YOU MONEY, MEANING AND TIME? 💥 Your ability to create a practice that delivers the kind of life you truly desire hinges on the kind of clients you attract, the way you deliver your services and how you run your practice. This is where we come in. 💥WHAT DO YOU NEED HELP WITH? 💥 ✔️ Building the number of advisory clients you have ✔️ Getting better clients ✔️ Pricing your services ✔️ Marketing and sales training ✔️ Niching your practice ✔️ Being seen as the go-to expert ✔️ Differentiating yourself from other firms ✔️ Having proposals signed fast ✔️ Leveraging your advisory offering ✔️ Creating a freedom practice 💥 WHAT IS OUR OFFER? 💥 👉 THE BOOKS Get access to the accountant's guide to get high-value clients - a roadmap of how to use sales and marketing in your accounting firm. Visit - www.oopmf.global/book for a copy of The Pioneering Practice. New book - It's here: Practice Growth Superpowers THE BOOK! Message me for a free copy. 👉THE TRAINING Join us for a no-pitch private workshop and discover what sales and marketing you can use in your accounting firm to attract quality prospects and get high value clients. Visit - https://oompf.global/webinar/ 👉THE PROGRAMME Click here to see the results and experience our clients achieve through our Momentum programme. Visit - https://oompf.global/success-stories/ WANT TO KNOW MORE? 🌐 www.oompf.global ✉️ [email protected] Message me now on LinkedIn with the word MOMENTUM to find out more

Hi I'm Rob Brown, former high school math teacher, kickboxing blackbelt, stroke survivor, chess fan, part-time musician, teetotaller and committed Christian. Most of my work is in the accounting/CPA/fintech world in these 6 areas: ❶ BD/SALES TRAINING. Online webinars or in-house business development programs that train accountants/CPAs to become confident, effective and strategic work winners. Growth related sessions include prospecting, referrals, pipeline, cross-selling, personal branding, pitching, networking and closing. ❷ EVENT HOST & MODERATOR. Professional MC, event host, moderator, interviewer and chair for F2F/virtual conferences, summits and panels in the accounting and fintech world. Throughout the pandemic, I chaired 24 virtual panels with leaders of global accounting networks and alliances to discuss the key issues and challenges. View them here: https://bit.ly/acc-panels ❸ ACCOUNTABILITY COACH. 1-1 career mentoring for accountants/CPAS to ensure they hit their goals and accelerate their careers outside chargeable hours. This includes discretionary activities such as networking, profile raising, career development, winning business, personal branding, developing commercial acumen, speaking and writing etc. ❹ PODCAST CO-HOST. The top-rated ACCOUNTING INFLUENCERS PODCAST features daily segments featuring news, rants and expert interviews for accountants/CPAs and the accounting/fintech world who serve them. https://bit.ly/accinfpodcast ❺ INFLUENCER MARKETING. Accounting/fintech vendors and accounting networks/associations/alliances hire me as an 'accounting influencer' to generate interview-based video content (testimonials, case studies, staff bios, launches) for greater brand exposure, internal comms, audience engagement and product promotion. ❻ ACCOUNTING INFLUENCER ROUNDTABLE (AIR). With Martin Bissett, I co-chair a door-opening club of 50+ practitioners, experts and vendors who serve the accounting/fintech world. https://accountinginfluencers.com/ Finally, I'm the author of Amazon bestseller BUILD YOUR REPUTATION with global publishers WILEY. I'm a featured TEDx speaker and my talk THE PERSONAL BRAND OF YOU has generated close to 300K YouTube views. Personally, I have a diploma in accounting and coaching qualifications in 7 sports. I live in Nottingham (home of Robin Hood) with wife Amanda and 2 daughters. I'm a proud Yorkshireman, am allergic to grapefruit and cannot whistle or ice skate. I have epilepsy, am not allowed to drive and I play 4 musical instruments to an average standard. ☛ www.BDAcademy.pro ☏ +44(0) 7855 710 201

We help accounting/ERP software companies build automation solutions for data-entry from financial documents. Real-time, 100% algorithm driven delivery. Embedded in the UI of their software. https://developer.azora.one/

Partnering with a global network of Accounting Firms in providing the most advanced IT services and products specific to the industry.

I'm the CEO of Padgett Business Services, one of North America's largest tax, accounting and payroll advisory firms serving the specific needs of small businesses. I'm also extremely proud to be a Co-Founder and former CEO of Accountingfly, which is helping accounting teams solve their talent challenges by hiring U.S. based remote accountants. I live in my hometown of Pensacola, FL. Alum of Trilogy Software, Scient, American Express and Monster.com. Learn more at GoingConcern.com and Accountingfly.com

Specialties: QuickBooks ProAdvisor with expertise in setting up books from scratch. Patient teacher of recording transactions properly. Liason capabilities between CPA's and client management team - able to translate accountant-ese to plain English!

I help solo CPAs and partners in 1 - 5 partner firms get down to a 30-hour workweek without giving up a dime in revenue. WHAT DO I DO? I help my clients build Advisory & Consulting Services for their business owning clients, reduce workload dramatically, while increasing revenue *and* margins. Many of my clients generate $100K+ of *new* revenue in the first 6 months of working together, while simplifying their accounting practice. WEBSITE - SheThinksBigCoaching.com PODCAST: SmartStrategyforCPAs.com Email me to connect: [email protected]

Ken Pyle is a partner of CYBIR, specializing in Information Security, exploit development, penetration testing and enterprise risk management. Ken is a graduate professor of CyberSecurity at Chestnut Hill College. As an author, he has published several whitepapers and academic works on a wide range of topics including: Public Information and OSINT gathering via Social Networking, Advanced Social Engineering, Software Exploit Development, Reverse Engineering, Web Application & API hacking. Ken is a highly rated and popular lecturer on Information Security having presented at industry events such as DEFCON, ShmooCon, Secureworld, HTCIA International, and others. Ken is a frequently cited subject matter expert appearing in industry publications from Veracode, Accounting Today, Netdiligence, CyberScoop, and the New Jersey Law Journal. Ken has discovered and published a large number of critical software vulnerabilities in products from companies such as Cisco, Dell, Netgear, Sonicwall, HP, Datto, Kaseya, ManageEngine, among many others. He is currently working on a book concentrating on Cybersecurity, Forensics and Secure Design. Hall of Fame Memberships / Acknowledgements (brief list): Sonicwall - https://psirt.global.sonicwall.com/hall-of-fame Schneider Electric - https://www.se.com/ww/en/work/support/cybersecurity/wall-of-thanks.jsp Manage Engine - https://www.manageengine.com/mobile-device-management/kb/mdm-cross-site-scripting-vulnerabilities.html West Wind Web - https://west-wind.com/wconnect/weblog/ShowEntry.blog?id=936 Dell - https://www.dell.com/support/kbdoc/en-us/000126459/security-acknowledgements

When I was younger, people said I was too creative to be an accountant, and too organised to be a creative. Turns out the combination of those two skills is exactly why I was able to create The Profitable Firm (PF): a creative agency working exclusively and only with accountants. I qualified as a Certified Public Accountant in the States, and worked as an auditor for the State of Arizona before coming to the UK in 2001. When I moved here, I got a job as an auditor at a local accountancy firm in Scotland, but very quickly got moved to business development and setting up a consultancy division for that firm. I then moved on to managing the European office of a global network of accounting firms, and following that set up PF. (For five years I also ran a successful international wedding photography business alongside the creative agency.) I now focus my energies on helping inspire and educate accountants on the power of content marketing, which PF uses itself to show accountants by example how this is done. I love training, teaching, and coaching. I'm always honoured when asked to speak to accountants - and although I like big groups well enough, I prefer the smaller, more focused groups where I can get to know people as individuals, and help them with what's troubling them in marketing. I have presented on a large scale and small scale for organisations including Xero, The Institute of Chartered Accountants of England and Wales (ICAEW), the UK200 Group, BKR International, AccountingWeb, Accountex, and Thriveal CPA Network. PF is based "everywhere", with a core team working from the UK, South Africa, and the United States delivering outsourced marketing to accountancy firms all over the globe. I keep my creativity alive with photography, sketchnoting, and writing. I'm now a dual British-American citizen, and (after much travel) I confirm that Scotland is the most beautiful country in the world. I drink copious amounts of black coffee.

**In an attempt to keep my LinkedIn contact relevant, if you send an invite to connect with me, please include a note as to how we are connected. No offense, but random recruiters, financial managers and coaches won't make the cut if we haven't met. THANKS!** My personal mission is to help CPAs and small businesses to leverage technology for their success. Once a practicing CPA I discovered a passion for technology. After years of churning out tax returns and completing audits I discovered my Hedgehog (see Jim Collin's, Good to Great) and decided to marry my passions for the accounting industry and technology. I am honored to be recognized as an industry leader on technology topics impacting CPA's. This allows me the opportunity to be a speaker at industry conferences around the country. I embrace these opportunities to educate CPA's on a wide variety of technology topics such as, cloud computing, Microsoft updates and many other topics. During my journey I have made a number of exciting stops. Notably, as a member of the Maryland Association of CPA's Board of Directors and ultimately Chairman of the Board. I have also participated at a variety of levels with the American Institute of CPA's including currently on the PCPS Executive Committee. I am a regular presenter for state and national conferences, discussing technology and leadership topics for CPAs.

Live Oak Bank is exclusively focused on helping accounting and tax professionals achieve growth by offering competitive financing solutions. Live Oak is one of the largest small business lenders under the SBA loan programs. Because I only finance accounting and tax firms, I am specialized in your practice intricacies. Ask me how to get started on your working capital, acquisition, real estate, or debt consolidation needs. [email protected] 910.550.1403 www.liveoakbank.com/accounting

I teach bookkeepers and accountants how to utilize tech and automation to create better workflows, systems, and processes so they can run their practice on autopilot, stress less, and save time! Are you wondering how this became my life? After being in the accounting world for five years, I struggled with streamlining my practice... I felt frustrated, nervous and couldn't sleep at night because I didn't know where my client work was. I was overwhelmed by all the daily tasks, lost track of work and just couldn't keep up. I hit a wall and decided to make a change, so I started to automate my practice. I created workflows, systems and processes to help me run my practice so I could scale, take on more clients and provide quality service in the meantime! Now, I'm a full-time educator. I'm an Asana Certified Pro and my courses have helped hundreds of bookkeepers and accountants LIKE YOU!

Driven to solve painful problems with smart, passionate, and empathetic people || Jetpack Workflow is used by thousands of accountants in 18+ countries to help them better manage their client work and get their jobs done on time. At Jetpack Workflow, we strive to live out our values of: + Leave it better than you found it. + Default to Action + Stay on Target + Serve with Humility I have a background in (lean,cost effective, measurable, value driven) marketing, specifically for small businesses, entrepreneurs, and startups.

I am the CEO of Peisner Johnson, a state and local tax accounting firm that's been around since 1992. I started with the firm as a staff assistant 25 years ago and has worked my way up to CEO. Currently, the firm has 25 employees and serves sellers in the United States and Canada. Since law changes in 2018, state and local taxes have become more complicated so Peisner Johnson has really stepped up to serve their clients as best as possible. The executive team, led by me as the CEO, has implemented new strategies to grow our relationships with our clients. "What's Next" calls and value-based pricing are just two of the ways we've improved our customer (and employee) experience. Throughout my career, I learned that growing in your positions means being good at managing your work and managing people, you have to be good at both.

IT'S YOUR BUSINESS. YOUR PROFIT SHOULD COME FIRST. We serve entrepreneurs and small business owners to grow their businesses, PROFITABLY. traditionally accounting and bookkeeping services are transactional - do the books, prepare the taxes, etc. Numbers in numbers out, and you pay a fee. But what about profit? What if at the end of the day, by working with your accounting firm you actually fattened your wallet? My firm does just that. Yes, we are excellent at bookkeeping and accounting, but you should expect that from anyone you work with. What makes us different is that we drive profitability in your business. We are certified in the Profit First method, have direct hands-on experience increasing profits for multiple businesses, and have access to profit specialists throughout the globe. What his means is we have the strategies to make your business more profitable than it has ever been before. And we are ready to do it for you starting right now. Our commitment to each of our clients is simple. We take the accounting, payroll and tax filing worries off of you, so you can spend your time growing your business. We provide business and financial consulting services.