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

I love selling…and I can help you love it, too. I've earned the nickname "The Pitch Queen" by helping entrepreneurs and accounting professionals learn how to sell high-value services to their dream clients - without feeling sleazy, pushy, or desperate. And I've even been told that I make selling fun! I show my clients how to have empowered sales conversations, own their value, and confidently charge higher rate so they can earn more, work less, and have the life of abundance they desire. My unique and proven sales system is currently helping CPAs add $10k to $50k in additional revenue every month. Over my 20 years in sales and entrepreneurship, I've sold everything from mortgages to paleo meatballs to million-dollar homes and have worked with multiple CEOs at billion dollar companies, landed contracts with national retailers like Costco and The Vitamin Shoppe, and even pitched my way onto ABC's Shark Tank. My formula for success is a simple one: establish genuine and lasting business relationships, own your value and worth, and share your unique gifts with the world here! Get my Simple 5-Step Process for helping accountants just like you enroll more high-level clients at the prices you deserve here! https://theabundantaccountant.com/5steps

WHAT I DO: I help business owners achieve a referral explosion by teaching them how to execute on a simple, 5-step process to receive referrals without asking, without paying or without manipulation. HOW I DO IT: I show you how to identify and nurture relationships with your referrals sources plus plant referral seeds in an on-going memorable and meaningful way. This process saves you time in growing your business and allows you to be seen as the expert, not the always hustling salesperson. WHY IT WORKS: For decades the advice on how to generate referrals has been to "just ask." But when you understand the human dynamic and psychology behind why referrals happen, you unlock the ability to generate referrals without asking for them. WHO I WORK WITH: I partner with business owners who build trust and form relationships with their prospects and clients including... Financial Advisors Attorneys Interior Designers CPAs Realtors Coaches/Consultants Small Business Owners SERVICES I PROVIDE: 👨🏻‍💻Online Programs (Growth By Referrals, Sticky Client Experiences, etc.) 🙋🏻‍♂️1-on-1 Coaching 👩🏻‍🏫Trainings & Presentations WHERE YOU'VE SEEN ME: 💡 Entrepreneur 💡 Fox Business 💡 Investor's Business Daily 💡 Forbes 💡 Thrive Global WHAT OTHERS SAY: "I received on average 4 referrals a year before starting the GBR program. In our first year on the program, we hit 20 referrals. And now we receive 3 to 4 referrals per month, averaging 40 referrals a year! I had tried other sales programs – demanding I call people, get meetings, ask for referrals – and I would leave almost in tears after every training session, because I'm not a salesperson, I'm a lawyer. The GBR program allows me to be authentic AND have results." – Katherine Taylor | Attorney and Firm Owner, Taylor Legal "Before I started the GBR program, I only received about 2-3 referrals per year but now – just 6 months on the program – I have received 7 referrals. As a financial advisor, referrals are the life blood of my practice and because I had received some in the past, I knew I was capable of receiving more. I just needed a process, system to release those hidden referrals. But I just didn't know how. Stacey taught me how to unlock it." - David Ferguson | Financial Planner, HF Financial/Mass Mutual "We average 40 referrals a year but following Stacey's Growth By Referrals program we have crushed it in our first year bringing in 187 referrals!" - Lisa Woodstock | Co-Owner, Woodstock Media READY TO TALK? Send me a message on LinkedIn and I'll follow up with my scheduling link!

Both solo and partner CPAs are burnt out and fried from a killer tax season. They are desperate to get their time back, but do not know how. CPAs who work with me get their time back AND make more money. Most 8x their investment in the first 12 weeks, while cutting their client load. Fewer clients, greater income. Here's how: ✅ Shift from hourly to value-based fees ✅ Specialize inside a vertical to increase expertise and stand out from the crowd ✅ Create their Signature Framework to get better and more consistent results over time ✅ Build expertise in a narrow field to become an authority Many CPAs bring on new clients at double their rate, or get a vCFO clients inside 12 weeks as a result of working together. When CPAs make this shift, both the CPA *and their client* do better, with increased profitability and enhanced results for both. Also check out: ✅ SMART STRATEGY FOR CPAs PODCAST: Weekly episodes are packed with smart content and interesting guests to help you move your practice forward on your own. ✅ SHE THINKING BIG COACHING: to learn more about the ways I can help solo CPAs and partners.

Chandler is the author of 6 bestselling books including "Book Launch" and his most recent book titled "Published.". He's also the founder & CEO of Self Publishing School, the #1 online resource for writing your first book. Through his books, training videos, and Self Publishing School, he's helped thousands of people on their journey to writing their first book. Chandler was bitten by the entrepreneurial bug at an early age. While his friends were off searching for jobs, he was out starting businesses. He began early (age 11) by selling his personal snacks at scout camp and, by age 17 he hired his friends to help him operate his landscaping business that earned him $10,000 for college. All in all, by age 20 he started and ran over $320,000 in businesses. During this time, he taught other college students to run their own successful businesses and received the "Entrepreneur of the Year" award from Young Entrepreneurs Across America. Now he's scaling Self Publishing School, a company he's built from 0 to $7M in 3 years. In 2018, Self Publishing School hit #2,699 on the INC 5000 as one of the 5,000 fastest growing private companies in America. The best is yet to come! P.S. watch my TEDx talk HERE: https://youtu.be/sHfrvpgDsaw

I am a professional leader who has high integrity and a passion for Shopify and Amazon e-commerce businesses. Using my many years of experience I have partnered with Connie Smith to create Financly Business Solutions offering cloud based bookkeeping and business development solutions for small to mid sized e-commerce businesses. E-Commerce bookkeeping is hard! We are on a mission to help make it easier for online sellers and the accounting professionals that love them! Let us tell you how we can streamline your processes and allow you access to your business information from your phone, tablet or computer. Today's business owners are busier than ever and we want to help you the business owner focus on your passions. Let us take away the day to day logging, tracking and reporting that every business must do. We want to be your Trusted Advisor and help you succeed and grow your e-commerce business.

A software developer with several years of experience in consulting and product development for the energy industry. After a brief stint in the Bay Area, I'm back in the energy capital of the world and looking to make it a lot more green!

►►► Do you sometimes feel like your business is an adult daycare centre? Are you constantly repeating yourself, fixing errors and trying to hold things together? What if it were possible to create a business that runs itself? If you're anything like many seasoned business owners, you've tried and failed to systemise your business. The reality is, your shiny business isn't as functional as it looks from the outside; it's unorganised, inconsistent and key-person dependent. The good news is, I can help. I run a company called SYSTEMology and we have developed a proven, step-by-step business systemisation framework – designed so that even the busiest business owner can deploy it. Quite literally, SYSTEMology is the system for systemising your business. Imagine, your business running like a finely oiled machine where your team members follow the systems and deliver your products and services to a high standard. It's easier than you think. We've already helped hundreds of business owners like you - so let's see if it's a good fit for you: https://www.SYSTEMology.com And here's a short bio on myself :) David's entrepreneurial journey begins back in his early 20's when he sold Australia's most love sporting ground, the Melbourne Cricket Ground. Since then, his business experience spans from franchising retail clothing stores, to founding one of Australia's most trusted digital agencies, melbourneSEOservices.com. In 2016, he successfully systemised himself out of the business, hired a CEO and stepped back from the daily operations. Through this process he become a systems devotee – founding systemHUB & SYSTEMology. Today, his mission is to free all business owners worldwide from the daily operations of running their business. Recognised as a high achieving entrepreneur, you will find many of David's keynote presentations on YouTube including: TEDx, WordCamp and Problogger.

An award-winning entrepreneur and finance executive, Chris has over a decade of experience leading businesses across industries to financial success. He brings exceptional skills in financial planning and budget management as well as talent recruitment. Chris launched his own business in 2014 and saw it surpass corporate growth projections by 40 percent in a single year. In previous roles, he served as a Strategic Sourcing Specialist and Senior Financial Analyst. He is known for working closely with senior management to build and execute more effective business plans and operational strategies. Chris holds a BS in Finance from the Pennsylvania State University.

In two years, clients in our 2X Growth Accelerator and Machine programs have generated over $172 million and counting... Now we've put the best strategies and methodology that is working day-in and day-out into our brand new book: From 6 to 7 Figures Get it free here: 6to7Book.com/FREE At 2X, we help 6 and 7-figure entrepreneurs optimize their operations and team, get free from the day-to-day grind, and SCALE faster than ever. We know that the best path to what you want from your business — the freedom, the income, the growth you know is possible — comes from having your business be a repeatable, scalable Machine. You don't need more stuff to do. You need to the right systems and strategies to get you free so that you can work "on" (not "in") the business. You can see more about some of our Results here: https://scale2x.com/Results Shoot me a message. Happy to see how we can help you scale! And definitely snag your copy of the book. I think you'll get a ton out of it: 6to7Book.com/FREE

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

Brian is the Managing Director of Interchange Capital Partners. In this role he oversees strategic initiatives of the company with a specific focus on the Family Business and Entrepreneur client segment. His focus is on helping owners think through, build and execute on a value acceleration and transition strategy for the shareholders. He believes that at its core exit planning combines the plan, concept, effort and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer, and social capital. The future of each owner, their family, and their business are addressed by exit planning through creating value today. Brian is also the President of the Pittsburgh Exit Planning Chapter, which he helped found in 2019. The chapters mission is to give business owners a forum to get educated on true exit planning – how to build a valuable and transferable business through a proven process. He graduated from Penn State with a Bachelors in Psychology and a minor in Business. He is a Certified Exit Planning Advisor and a CFP. When not coaching businesses, Brian enjoys spending time with his wife, Natalie, and their daughter, Quinn. He is also an avid golfer and likes the occasional scotch and cigar.

As a Lean Six Sigma Black Belt, I help accounting firms challenge the status quo by leading process improvement initiatives that result in increased profitability and client satisfaction. I also facilitate the development and cultivation of future firm leaders in the areas of People, Planning and Processes. Internally, I blend concepts from Lean Six Sigma and leadership development to drive innovation and continuous improvement within our company. I also enjoy the opportunity to share knowledge through regular contributions to the Boomer Bulletin and other industry wide publications, as well as public speaking at industry conferences. I am passionate about helping achieve Boomer Consulting, Inc.'s mission to make our clients and our team successful and future ready!

Discover how to dramatically boost your accounting firm profits while working less hours. ► Do you want to grow your accounting firm, increase profits and create efficiencies? ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Your ability to structure your firm properly, to speed up workflow and reduce time spent on every project is your competitive advantage in growing your business. I work with Accounting partners in 1-3 partner firms to drive EXPONENTIAL business growth. Click here >>> https://robnixon.com/ ► What do you need help with? ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ✔️ Make More than $1M per year ✔️ Reduce Partner Hours ✔️ Grow your accounting firm ✔️ Improve workflow ✔️ Attract A-class Clients ✔️ Optimise your Accounting Team ► What is our offer? ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Since May 1994 I have been working with Accountants all over the world, teaching them how to dramatically boost their profits while working less hours. I have personally coached accountants at over 500 firms, helping them realize close to $1 billion dollars in additional profits. I do this through a revolutionary coaching model I designed, called the "Profit Time Program". In it, my clients learn how to: ✔️Structure their firms properly, to speed up workflow and reduce time spent on every project ✔️Offer more services to their clients ✔️Attract new business through creative marketing strategies ✔️Set their companies up for continued growth without them ✔️Improve their quality of life ✔️Charge what their worth For those clients I have coached for the first 12 months. The average is a.... Profit increase of 98.4% Revenue increase of 20.8% Owners time decrease of 20.1% Team time decrease of 6.9% ► The Book My 4th book for Accounting Firms; The Wealthy Accountant, How accountants can earn more than $1M in Profit while working less than 500 hours. Click here >>> https://robnixon.com/wealthy/ ► The Accountants Menu of Services and Price List Get access to the accounting partners guide to pricing your services – 32 pages of services and pricing gathered from 429 Accounting firms. Click here >>> https://robnixon.com/menu/ ► The Program A high performance coaching program for growing your Accounting business faster and more profitably . Click here >>> https://robnixon.com/mastermind-program/ ► Want to know more? ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Call: ✆ 0414 652 744 Email: ✉ [email protected] Visit: ☛ https://profitablepartners.net/

Taxes are annoying. Finances can get complicated. Especially, when you're a full time traveler living and working out of your RV or luggage bag. There's a lot of grey area for folks like us. I'm a digital nomad CPA. I've been traveling the US and abroad out of a backpack, campervan, and now RV. I get the lifestyle of always being on the move. Let's work together to get your unique situation figured out, so you can carry on to your next adventure.

A RADICALLY DIFFERENT WAY OF APPROACHING SALES Sales is about relationships, and relationships are the new currency. Selling isn't about pushing. Or pulling. Success in sales is the result of connecting with authenticity, coupled a willingness to care more about your client than yourself and expertise in your products and/or services. Sales is my "zone of genius." That wasn't always the case. Like many people, I am an introvert. So, the thought of traditional "selling" used to make me uncomfortable. Very uncomfortable. And since my first job out of college involved sales, I needed to find a way to not only "not mind" sales, but also to get really, really good at it – and to enjoy it. Now, thinking about sales makes my heart go pitter-patter … and not in a chest-clutching, fearful death grip that so many people feel. Instead, there's a feeling of excitement – because I've developed a set of skills that has taken me further than I ever imagined at the beginning of my career. Today, solopreneurs, business owners, and large corporations hire me to build and/or refine the skills and mindset needed to sell successfully. No icky cold-calling. No creepy manipulation. No robotic scripts. Whether you're a subdued introvert or an exuberant extrovert, I can you help build a foundation of skills – and a mindset – that create sales success without feeling pushy or "salesy, and without fear of rejection. 10 WAYS TO BUILD CONFIDENCE IN YOUR SELLING SKILLS • Connect with me here on LinkedIn. • Join my tribe of engaged entrepreneurs – the Sales Maven Society! • Hire me as a keynote speaker for an upcoming event. • Catch one of my many stints as a podcast contributor. • Book me for a corporate or small-group sales training session. • Join one of my live events. • Get my exclusive attention as a VIP coaching client. • Read one of my three books. • Subscribe to my weekly newsletter • Get my free e-book (www.yoursalesmaven.com/ebook) READY TO LEARN MORE? If you're not getting the sales you need or are feeling overwhelmed, I can help. I'm a sales strategist and coach, a speaker, a podcast contributor, and an author. Helping people just like you is what I do! Hop over to my website (YourSalesMaven.com), or send an email to [email protected] so we can connect. I look forward to hearing your challenges, and to helping you create sales success in your business. #Sales #SalesCoach #SalesTraining #RelationshipSelling #AuthenticSelling #SalesConversations #SellingSkills

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, 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 http://www.RealEstateAccountingWithQuickBooks.com You can learn a tremendous amount from me for free. Let my blogs and my YouTube Channel speak for themselves: https://new.nerdenterprises.com/ http://www.youtube.com/nerdenterprises Specialties: Want to go paperless and get your business into the cloud? I can make that happen for you. Accounting for real estate with QuickBooks. QuickBooks for inventory, manufacturing and wholesale QuickBooks for contractors Business Plans and cash flow projections

Intuit ProAdvisor, Bookkeeper & Small Business Advocate. Jan has been involved in supporting bookkeeping professionals through initiatives such as ICBUSA, Bookkeeper Revolution, Bookkeeper Business Launch and her own FaceBook Community – The USA bookkeepers. Join her on the journey of enlightenment of small business accounting professional advocacy. Bring back the nerds and unsung heroes of math translation. The bookkeeping professional. Let us guide the small business through the next transition of technology with the new educated and highly developed Bookkeeping Professional.

Let's talk accounting! I know, it's super boring. But at least we can make it a bit more interesting somehow. Accounting firms are slowly moving towards cloud-based services, and really, that's the future of the accounting industry. So what does that mean for you? Lower accounting costs and a more streamlined accounting process. My team and I at Blueprint Accounting know how to integrate numerous apps with your accounting software. This ultimately reduces your bookkeeping costs and allows us to focus on the strategic side of accounting, to provide you the right advice, at the right time and to make the right decisions to grow your business. Let's connect today for a free assessment to get you on the road to accounting automation. Specialties: App Integration with Accounting Software; Budgeting; Forecasting; Variance Analysis; Financial Reporting; Financial Modeling; Teamwork; Business Case Analysis; Accounting

Founder of Satterley Training & Consulting LLC, a firm dedicated to helping accounting professionals gain the skills and confidence to explore and adopt new accounting technology. Co-founder of Backoffice Ally, a bookkeeping and tax firm located in Rhode Island, providing clients order, simplicity, and clarity in their financials. Co-Host of the The 'Appy Hour with Liz and Heather, a bi-monthly webinar series dedicated to educating accounting professionals about the latest trends in accounting technology and automation techniques.

★ 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 [email protected] 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!

TimeDoctor.com is one of the worlds leading time tracking softwares for remote teams. We help companies to be able to manage remote workers just as if they were in the same office, maintaining a high level of productivity. Our goal: To help individuals and organizations to be more productive, to help stop people wasting time on distractions and instead finish what is important to them. Remote workers can easily and quickly track their time so they remain productive, and business owners can relax knowing their team is being effective.

As an accountant, tax advisor or accountant, do you also want to be relevant to your customers in the future? Do you want to continue to earn a good income without having to double your customer base? Then you have to add value that goes beyond putting the numbers in order: become a profit advisor! As a financial expert, doing the accounting and taking care of the tax returns was the goal of your work. Thanks to automation, computers take more and more of the standard tasks. With my team, I train accountants and accountants to Profit First Professional. A Profit First Professional is: • A Bookkeeper, Accountant or Business Coach who uses the Profit First method to guide his customers to a profitable (er) company. What will it bring you? • You attract high-quality clients with greater ease, who are happy to pay you well because you provide first-class services. • You switch from an hourly invoice to a price structure in which you are paid for the value you provide so that you do not have to work as hard. • You learn how to really help the customer become more profitable, instead of focusing on tax and accounting details. • Gain more confidence and skills by anticipating your industry, achieving your own financial goals and helping customers really build a financially successful and profitable business! • You build your own company so that you earn well with less effort and more fun. I am the author of the bestseller Finance for freelancers and contributed to the Dutch edition of Profit First. I am the author of De Winstadviseur. As a speaker I like to inspire the following target groups: - Bookkeepers, accountants and tax advisers (Lecture: The Profit Advisor) - Entrepreneurs (Lecture: Profit First) www.profitfirst.nl www.profitfirstprofessionals.nl www.dewinstadviseur.com [email protected]

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. 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.

The Accountant Success Formula™ is the Path to Freedom. This is the formula I developed in my own accounting practice and now share with accountants around the world. If you are tired of: • The outdated model of trading dollars for hours • Working endless overtime • Working with unappreciative clients • Feeling frustrated that your hard work has unmatched rewards ...then this formula will liberate you. It is a step-by-step system that outlines the exact strategies needed to make significantly higher profits, attract only the best clients and work far less hours so accountants can enjoy the time, freedom and lifestyle that they deserve. This is NOT a magic pill or fluff!!! This is a fresh and innovative approach that is based on solid, proven business strategies that maximizes your profits based on the real value you provide.......not on the quantity of hours you put in. With the Accountant Success Formula™, I give you my step-by-step proven system delivered by videos, training and one-on-one coaching. This system will change your accounting practice from a dollars-per-hour, transactional model to a value-based model, resulting in significantly greater profits, high-tier clients, far less work hours, greater respect and appreciation for the work you do, and the time and freedom to create the lifestyle you want. If you want to learn more about the Accountant Success Formula™ or how I can help you discover a new and better way of doing business, then contact me at [email protected].

Attention Small & Medium Businesses and Accounting Firms! I Don't Coach Your Traditional Accountants, Bookkeepers and Business Owners. I collaborate with future thinking professionals who believe in the mightiness of online accounting. I specialize in Cloud Accounting education and coaching. I would love to introduce Cloud Accounting SaaS to you and your clients! LOVE TO! Not like to, love to. When I educate people about cloud accounting, it's always rewarding. For me, for you, for your team and clients. I am friends with many great cloud programs and they are cool and fun. Granted it's fun in an accounting sort of way. Not an intro'ing people to a new craft beer kind of fun, but a "going to make your business run ticky-boo" kind of fun. I want to help you and your firm or business learn more about what's out there, what it can do for your company and how it can help optimize the relationships with your team and clients. I am a relentless organizer who believes cloud financial technology is key to organization. I want to help you realize the power and freedom that comes with embracing the mightiness of online technology.

I am an entrepreneur and cloud accounting professional, most recently as CEO of Reconciled, Co-Founder of Humnly and Co-Founder of BlockchainVT (if you are working on a Blockchain project, shoot me an email at [email protected]). 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 Reconciled 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 and 2018 US Firm of the Future, recognizing us as one of the most future-ready and forward-thinking firms in the world. I was also selected to serve on Intuit's Accountants Advisory council for 2017-2018. In order to help more entrepreneurs with thrive in the businesses, I co-founded Humnly to provide on-demand HR services as a compliment to Reconciled's bookkeeping services. I've also become fascinated by the disruption that blockchain technology will have in the accounting industry, hence my interest in launching BlockchainVT.co and am a Blockchain Certified Expert with the Blockchain Council. HOW DO I KNOW IF I NEED AN ONLINE BOOKKEEPING SERVICE OR VIRTUAL CFO? 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! [email protected]

Chief Marketing and Head Bottle Washer. Enjoy working with thousands of small accounting firms in North America ranging from website development, outsourced marketing, to marketing partner. Build Your Firm excels at accounting niche development so you can develop a competitive advantage and reduce price competition. In a nutshell, I am passionate about marketing and building businesses. I've been doing marketing for 30+ years and still enjoy helping accountants develop amazing practices that are worth more (higher multiple when you sell).

The most professional accounting outsourcing partner to help you build and grow an offshore team. The experts to select and develop your best people. We live and breath the accounting industry only. Everything we do is about making your life easier. We understand the value of your time and the trust your clients place in you. Our eco-system provides people experience,professional development, technology, security, peer to peer community, social impact and leading-edge facilities.

Want the perfect social media funnel? Grab yours here - https://www.leaders-online.com Are you a professional service provider who wants to grow their business? Let's see if I can help. Schedule a free discovery session here - https://calendly.com/leaders-online/marketing-discovery-call

Radio Talk-Show Host, The Soul of Enterprise: Business in the Knowledge Economy, heard on www.voiceamerica.com Writer, seven books published: Professional's Guide to Value Pricing (CCH) The Firm of the Future (Wiley) Pricing on Purpose (Wiley) Measure What Matters to Customers (Wiley) Mind Over Matter (Wiley) Implementing Value Pricing: A Radical Business Model for Professional Firms (Wiley) The Soul of Enterprise: Dialogues on Business in the Knowledge Economy Educator on pricing, trashing timesheets, firm of the future, leadership, ethics, economics, innovation and creativity, marketing, intellectual capital, knowledge management, and other topics. Specialties: Pricing, ethics economics, marketing, intellectual capital management, and leadership for professional knowledge firms--CPA, law, advertising, IT firms, etc.,

Are you running a new or established accounting firm? Do you feel frustrated because you are not getting the A-Grade, higher value clients that you really deserve and desire. Are you wasting your time working with clients that drain you? Or, worse still, do you struggle to even get a steady flow of new clients? Would you like a proven method for getting 3-5 sales calls a week booked into your diary? And crucially would you like a way to do this that fits with your personality, and how you want to live your life? My methods are proven, highly effective and simple - all you need is 5 hours a week. If you are amazing at what you do, and want to get the higher value clients seeing you as the hero to their business, then I can help. If you need a proven process, accountability and coaching then my programs - Momentum or Velocity - will be for you. If you are: - starting a new accounting or bookkeeping firm and want to leave your day job - Already working with clients in your established firm but your revenue has plateaued - Needing to add £100K to your revenue in the next 60-90 days - Have time to work with 2-3 new clients a month - Have 5 hours a week to implement - Are friendly and coachable Then we could well be a good fit. I absolutely LOVE helping accountants and CPAs get the Superpowers that drive the success of their business. Your results are my number one priority. My programs come with a guarantee. When you wake up with your calendar full of messages from ideal clients wanting to work with you, everything in your firm becomes easier. Whats next? Click on the blue connect button above. Watch the Case Study where I cover how accountants/CPAs can acquire 3, 5 or even 7 high value advisory/consulting clients every month without spending a penny on advertising or copious amounts of blogging https://amandacwatts.com/case-study/

Money Smarts Inc strive and specializes in small business accounting. Our success is measured by the success of the great company's we work with.

Founder & Managing Tax Partner of PrietoDion Consulting Partners LLC, a State and Local Tax (SALT) consulting firm. A tax executive with over 25 years of professional tax experience, including "Big 4" public accounting and corporate experience. A CPA, with a Masters in Taxation, extensive and broad tax experience and leadership skills. A multi-faceted tax professional with knowledge in several areas of taxation and a subject matter expertise in State and Local Tax ("SALT"). Also a speaker, blogger, tax writer and columnist whose articles on technical tax developments have been published in the Journal of Accountancy, Journal of State Taxation, Bloomberg BNA's Multistate Tax Report, IPT's Tax Report, and in other leading tax journals (See Publications section below). The author of "Minding Massachusetts", a quarterly column published by Tax Analysts in State Tax Notes. The creator/author/publisher of The State and Local Tax "Buzz" blog; the 'e-Commerce/Internet Sales Tax', 'Sales Tax for Foreign Sellers', and 'Massachusetts Sales Tax' blogger for SalesTaxSupport.com, and a tax blogger for AllBusiness Experts. SPECIALTIES: Multi-State Taxation | State & Local Tax ("SALT") | Corporate Income/Franchise | Sales & Use | State Payroll Withholding & Unemployment Insurance (UI) | Federal & State Employment Tax | e-Commerce Taxation | US State Taxation of International Companies

As a CPA, I'm passionate about developing creative strategies to reduce tax bills. And as a real estate investor, I'm passionate about building long-term wealth. I've combined these two passions in my role as CEO of The Real Estate CPA (www.therealestatecpa.com). Our team has significantly reduced tax bills for real estate investors across the globe. We are dedicated to helping high net worth individuals and general partners in real estate syndicates and funds with reducing their tax bills and streamlining their accounting functions. We leverage technology and develop automated solutions to give time back to our clients. Check out The Real Estate CPA Podcast >>> https://podcasts.apple.com/us/podcast/the-real-estate-cpa-podcast/id1125252777

Innovative digital marketing strategist. I am dedicated to serving my clients in the highest capacity that I am able to by setting realistic expectations and delivering top tier results. Expertise in digital marketing, Clickfunnels Certified Partner, Infusionsoft Certified Partner, conducting training seminars/webinars, sales coaching, along with implementing & supporting our top tier programs.

I'm a recovering '9-to-5-cubicle-dwelling' accountant, indie maker, and new father. Throughout my decade long accounting career, I've been reading and following the intersection of accounting, technology, and creating a better work/life balance. As a result, I'm building RemoteAccountingJobs.com, a job board featuring the best remote accounting jobs in the US. Subscribe to my newsletter for my top tools, career advice, and job opportunities to help you build a remote and flexible accounting career that fits your life. You can also find me on Twitter.

A highly accomplished and results-driven TOP EXECUTIVE, with extensive experience in sales, marketing, merchandising, finance, human resources, IT, operations analysis, strategic planning, and team leadership. Utilizes passionate communication skills to clearly convey messages to internal and external parties. Develops systems and methods to facilitate effective goal setting and execution. Directs multi-functional teams to ensure the attainment of established objectives. An integral leader who develops a clear vision to secure long-term organizational growth and success. Utilizes work expertise to serve as a board member of two non-profit organizations and as a volunteer mentor. Specialties: Leadership Training, Leadership Coaching, Sales Training, Christian Volunteer, Non Profit Board of Directors

In 20+ years working with people who run growing companies, I've documented how leaders' roles need to change to meet the demands of a larger organization. This involves Leadership skills, Management techniques and Organizational structure. CEO Boot Camp is a process to analyze about 35 different systems inside a company taking into account the maturity level of each system, it's score against best practices, and ranking them based on whether they help or hinder the goals of the owners or investors. For Companies and Divisions: I bring the CEO Boot Camp on-site with a program adapted to your goals, stage of growth, and specific situation. I get input from employees then develop a customized approach based on your company objectives. For Industry Groups and Conferences: I bring a modified version of the CEO Boot Camp to your event as a keynote, break-out, half or all day session. The audience leaves with a greater understanding of the CEO function and a specific, personalized action plan to apply as soon as they leave the session. For Economic Development Agencies, Co-Working, Accelerators & Incubators: I bring a group workshop that meets every two weeks for four hours. In 5 sessions over 8 weeks, we cover most of the key systems growing companies need help with. We use case studies and examples from the group to move the companies forward. These workshops are best when the group is at a similar stage of growth: -Bootstrapped -Start-up -Scale up –Exit/Succession Connect with me directly [email protected] Since I'm on email more consistently. Free ebook at www.ceobootcamp.com/list001

A behavioral psychologist by training,an entrepreneur by nature,and a mentor by choice,Lee has a career that has taken him from a cushy perch as a nationally known researcher and author into the rough and tumble world of business start-ups and finally to a place where he can focus on the parts he loves best. A natural strategist ,teacher and expert in high growth firms Lee loves to solve complicated business and marketing problems and help increase the impact of that most maligned character of all...the CEO. Author,researcher,strategist,consultant,producer,teacher or coach are all roles that fit well. Specialties: Strategy,marketing and branding for professional services firms.I'm especially interested in the challenges of accelerating and managing growth.

Hi! I'm Ryan Lazanis. I'm a CPA by trade but definitely don't consider myself a normal accountant. I identify more with being an entrepreneur and I love innovative technologies and disruptive business models. What I'm really passionate about is helping to modernize the old, archaic, traditional accounting firm model. After spending many years in public practice at a small CPA firm, I decided to start Xen Accounting in 2013. The firm was one of the first of its kind in Canada. 100% online, totally paperless, fully cloud-based & leveraging the latest technology to automate processes for the firm and its clients. The firm was comprised of a team of geeky CPA's, bookkeepers and technologists. We looked at what millennials (employees and clients alike) hated from the traditional accounting firm and turned that on its head to offer a new service in the country. After 5 short years, Xen Accounting was acquired by Equiom, an international corporate services firm, thanks in part to the tech-oriented, scalable model that had been created. On a personal level, in those 5 years, I also learned a heck of a lot about starting, crafting and running a modern, automated, online accounting firm that provided customers with an exceptional customer and experience and team members with a modern work environment. Future Firm is an extension of my experience in the world of modern, technology-driven, forward-thinking accounting. With Future Firm, my aim is to help firms think about the future of their firm and to help them adopt a model that's more geared towards the digital age. Something that's more automated, more virtual, one that takes into account changing client expectations, is more visible online and caters to the upcoming millennial and Gen Z generations. I also like writing & speaking on the subject of technology & accounting. I've been a writer for Techvibes, featured in international publications and have spoken at various events around the world.

Certified Mastery Profit First Professional guiding entrepreneurs out of debt and into predictable, sustainable profitability so they can create the life they love. I 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 profit strategist, you actually fattened your wallet? My firm does just that. We are Certified Mastery Level in the Profit First method, have direct hands-on experience increasing the profits for multiple businesses, and collaborate with other Profit First Specialists throughout the globe. What this 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 now. http://marcam.ca

Areas of Practice Certified Public Accountant with 17 years tax experience Certified Valuation analyst with 10 years experience in business valuation Serves small businesses and individuals in the areas of taxation, business valuation, financial reporting and software support services Education • Graduated Summa Cum Laude from Clarion University • Received the Elijah Watt Sells certificate in recognition of performance in the CPA exam

I look forward to meeting with clients to help them automate their small business bookkeeping so they we can focus on their financial strength. We review the financial statements to make them easier to understand, and take action steps together to achieve the owner's goals. Some want to grow the business, while others are ready to build an exit strategy. We help with all phases in-between, and with Rochelle's tax expertise we offer the full services that so many businesses need. What could you do with a CFO in your corner?

My name is Adrian Dayton. By day I am the Founder and CEO of Clearview Social, an app used by over 100 professional services firms to make it easier to get their team sharing on social. I'm an internationally recognized speaker on social media and business development. I've trained over 15,000 professionals on LinkedIn, Twitter and effective blogging strategies. I'd love to help make your next Partner retreat, LinkedIn training, or offsite event a transformative experience.

G. Alan Long, CPA, CITP, CGMA, is the managing member of Baldwin. Alan received his accounting degree from Eastern Kentucky University in 1979 and was certified in 1981. His service to the profession includes having been President and Secretary/Treasurer of the Kentucky Society of CPAs, chair of the Education Foundation of the KYCPA, a member of the Peer Review Board and Leadership Council of the AICPA, a member of the Auditing Standards Board of the AICPA, a member of the Compliance Assurance Committee for NASBA, as well as a member of the Kentucky State Board of Accountancy. Alan is an Instructor for Continuing Education Classes for the AICPA. He received the 2005 Distinguished Alumnus Award from the School of Business & Technology at Eastern Kentucky University. Alan and his wife Teresa reside in Richmond, Ky.

Louie made the leap towards entrepreneurship and started his own firm in January of 2016. Louie's firm primarily works with individuals and small to medium sized business owners nationwide, where he helps business owners and individuals get in control of their finances and taxes. Louie has been able to utilize social media to build his business and is now starting to teach aspiring business owners and entrepreneurs how to build and grow their own business. Louie has 6 years of experience working as an accountant in both the public and private sector. Louie resides in Bellflower, CA, with his wife, Miranda, and his three dogs. In his free time he coaches the JV football team at Valley Christian High School, in Cerritos, CA. Feel free to reach out to me here on LinkedIn or at 714-440-4839.