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

I'm the founder and CEO at BizInk where make accountants incredible online. We do that with high-performance websites, engaging content and modern marketing tools. Everything we do is built for accountants and streamlined so they can run their practices in the knowledge their online marketing is in safe hands. We're based in the South Island of New Zealand but power the websites of accountants in Australia, New Zealand and the UK. I love working with accountants because of their vital role in business and the economy. Sitting at the intersection of business and technology is an amazing place to be right now.

Certified Public Accountant helping small to mid-size business owners achieve financial peace. By utilizing QuickBooks Online to streamline accounting procedures, business owners can better focus on their core business.

☀ Michael Rozbruch ☎818-973-2733 ✉ [email protected] ★WHAT WE DO ★ ✔ Coach and train CPAs, attorneys and EAs ✔ Help them rethink their business models ✔ Show them how they can provide real value to people with IRS problems ✔ How to help themselves transform and improve their own lives by maximizing their earning potential. ✔ Show professionals how to market and add tax debt resolution clients to their practices.

UpSide Accounting are advisors to Gen Y creative types in Canada interested in leveraging cloud based accounting and supporting technologies to start, run and scale a more profitable business.

Tax expertise in the following areas: Partnership Taxation Corporate Taxation Individual Taxation Business State Taxation Technical Experience: Quickbooks RIA & CCH Federal and State Adobe Excel Word Peachtree ProFx Tax, Engagement 2010, 11, 12, 13 Texas Monthly 5-Star Wealth Manager Award Specialties: Business and Individual Taxation compliance and consulting

I am a serial CFO and entrepreneurial accounting professional, most recently as Co-Founder & CEO of ReconciledIt.com and Owner of Burlington CFO, LLC. I got started in the profession at an early age. As the son of Cambodian refugees who made our home in Arizona in the early 80s, I worked for an amateur sports nonprofit during high school. At the age of 16, while overseeing their database structure and event enrollment, I was quickly named as Controller for that same nonprofit and served until I was 19 and in college. Since then, 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 ReconciledIt.com 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, recognizing us as one of the most future-ready and forward-thinking firms in the world. 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]

I'm a Certified Public Accountant and a Registered Investment Advisor, author, and financial & tax educator. I believe there's more than enough good fortune to go around, and my genuine passion is helping small businesses thrive. I'm an entrepreneur myself, and it pains me to see small business owners getting bogged down in unnecessary, time-consuming details. With what I know, I can easily help them enjoy their businesses – and their lives – more fully. This is what my firm, The Omar Group, is all about – removing roadblocks and paving the way to success for every entrepreneur. My second company, CPA Marketing Genius, does the same specifically for CPA firms. I started The Omar Group in 1996 to help New Jersey entrepreneurs uncover the untapped profits and hidden tax savings in their small businesses. Since then, I've helped hundreds of small business owners do just that, using our proprietary "profit detective" system. Additionally, I educate small business owners through my books, videos, seminars and coaching. My specialty is businesses ranging from start-ups to those with revenues of up to $20 million a year. I am the author of two books: Straight Talk About Small Business Success in New Jersey - and - The Ultimate CPA Practice in the New Economy

David Fisher, keynote speaker, author and coach, has seen all the mistakes financial professionals like you have made when networking for accounting clients. Most spend zero time networking or they don't spend their time correctly when networking for accounting clients. David's built a catalog of books you can use to learn more advanced networking strategies whether you're a : freelancer, business owner, Linkedin user and more. On this episode of the Grow Your Firm Podcast, David Cristello and networking guru David Fisher dissect: The best way to network without doing "traditional networking" How just a few minutes a year could turn into new accounting clients Advanced strategies for closing the sale "From Linkedin" https://www.linkedin.com/in/iamdfish I help individuals and organizations harness the power of relationships to uncover new opportunities and make existing business easier. My goal is to help people win more business by building their personal influence and create human connections. My particular specialty is user adoption, i.e., getting people to actually take action on what they know. My goal is to help professionals be better professionals. That encompasses networking, sales, communication, entrepreneurship, and personal development. I focus on the skill sets that enable individuals to be more effective and successful on a daily basis. I am the author of "Networking in the 21st Century: Why Your Network Sucks and What to Do About It" and I frequently speak on business networking and social media (especially LinkedIn). I am the host of "Beer, Beats, and Business", a podcast which provides listeners access to the thoughts and ideas of today's top movers and shakers. I also specialize in supporting salespeople, small business owners, entrepreneurs, and "solopreneur service providers" as a business coach. I played the drums in a band for many years, and though I don't play as much anymore, everyone still uses the nickname I earned back then. So the next time we chat, feel free to call me D. Fish...

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, Sage Users, 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: http://nerdenterprises.com/blog/ http://nerdenterprises.com/tutorials/ http://www.youtube.com/nerdenterprises

Rob has forged a niche to be the world's foremost authority on how Accounting firms can achieve peak performance. Rob believes that Accountants are the natural trusted adviser to business. He believes that technology needs content and methodology to really be useful. He believes that Accountants are not that interested in the future they are interested in what they need to do NOW. He also believes that unless Accountants change their business model then a big part of their current revenue will go the way of the dinosaur. Since 1994 he has been running businesses that specialise in helping Accountants run better, more profitable businesses. His speaking work has taken him around the world where he has spoken to in excess of 150,000 accountants. Currently his landmark strategies and products are used by over 16,000 accountants in over 20 countries. In 2005 he created the revolutionary coaching model called coachingclub. The coachingclub model enabled firms to be accountable, to consistently learn and to share ideas amongst their peers. The vast majority of firms have doubled or tripled profits because of the program. He is the author of 2 bestselling books "Accounting Practices Don't Add Up – why they don't and what to do about it" AND "Remaining Relevant – the future of the Accounting profession". Both have received rave reviews from Accountants and industry professionals from around the world. In 2014 he released a groundbreaking cloud software solution called PANALITIX. Accountancy firms around the world use PANALITIX to get better numbers and delight their clients. PANALITIX helps Accountants automate their marketing and delivery of business advisory services.

on Heather from: https://www.linkedin.com/in/heatherpranitis Hi, I'm Heather. I have 20 years of experience managing and advising businesses across many industries (IT, law and fitness, to name a few.) In my current role as owner/operator of Number Nerd Bookkeeping Solutions, I help individuals and small businesses get their numbers in order through financial auditing, analysis and planning, and I'm particularly skilled at taking your unorganized data and presenting it in an easily digestible way. I always speak in plain language, have an eye for detail, and a knack for teaching others to develop good accounting habits. Number Nerds is a full-service bookkeeping firm based out of Surprise, Arizona but serving clients around the world. Owned and operated by experienced bookkeeper and financial consultant Heather Pranitis, Number Nerds specializes in getting clients' numbers in order through financial auditing, analysis and planning. When working with Number Nerds you can expect customized solutions to your specific bookkeeping challenges, easy-to-read financial reports and answers to all your tough finance-related questions, in plain language. Number Nerds staff have worked with companies of every size and from many different industries to improve their bookkeeping process develop good accounting habits.

Richard founded the firm in late 2009. He has over 20 years of experience servicing organizations ranging from small closely held businesses to large Public Companies. Industries have included manufacturing, real estate, construction, non-profit, retail, employee benefit plans, local governments, automotive, education, health care, broker-dealers and professional organizations. Richard has served clients both domestically and internationally. Richard received a Bachelor of Science degree in Accounting from Drexel University in 1987 and is certified in the Commonwealth of Pennsylvania. Richard is active in the local community and has served on the Board of Kendal Crosslands Communities for 10 years. He is currently the Clerk (Chair) of the Board of Directors. Affiliations: American Institute of Certified Public Accountants (AICPA) – serving on their National Peer Review Committee. Pennsylvania Institute of Certified Public Accountants (PICPA) – serving on the Peer Review Committee as well as the Accounting and Auditing Procedures Committee. He is also a frequent author of the PICPA Journal on accounting and auditing topics. Member of PrimeGlobal – serving as vice-chair of their Peer Review Committee and an annual presenter at their Business Assurance Conference. Fellow of the American Board of Forensic Accountants.

On Martin Bissett Having spent a little under 17 years working with accounting firms across the UK to grow their firms by pro-actively winning new Grade A clients , launching USP was designed to be a departure into the education sector in order to assist business students and young professionals to develop the skill set,confidence and commercial awareness they need to achieve their career goals and exceed the expectations of their current and future employers. Increasingly this work found a home in the accounting profession as firms looked towards developing their next generation of practice leaders and trainee recruits. These worlds have now collided allowing USP to develop training, consulting, coaching and research content, often in business development disciplines; to empower both accounting educators and commercial firms to understand each other's needs and develop their CPD for emerging and future leaders accordingly.

If your looking at growing fast for your CPA firm, would you consider a firm merger? Rob Cameron started his first firm in 1989 and since then has expanded his practice across Central Illinois through a firm merger with new partners. Sometimes, you may have to merge when unforeseen circumstances arise…Rob tells about his. In this episode of the Grow Your Firm Podcast, with Jetpack founder David Cristello, Rob walks you through: What is the most important piece in determining the success of a merge [it's not what you think] The timeline for a merger from discussion to completion What to EXPECT when you first merge On Rob: A certified public accountant for more than 20 years, Rob Cameron has helped hundreds of people achieve their personal and business financial goals. As a small-business owner himself, he has experienced the challenges of keeping up and getting ahead. Rob knows how to help you make the most of your hard-earned money. As a long-time coach and referee of youth sports, Rob demonstrates his commitment to consistency, discipline, and honesty. Those values guide his work for Hughes, Cameron & Company, LLC clients, who can be certain that Rob is looking out for them. Rob is like no accountant you have ever met. He wants to get to know you and your business so that he can provide the best possible advice - in a friendly, relaxed manner. Email: [email protected]

In this episode of the Grow Your Firm Podcast, David Cristello and Steve Major dive right into: The "myth" that timesheets show productivity [Steve debunks the myth] The problem most firms experience that cripple them when they on-board a new client The exact timeline for how fast you can implement value pricing in your firm On Steve Major: I work with accountants, bookkeepers and advisory businesses to transform their firm and guide small business owners on a journey of transformation. Technology is totally transforming the accounting industry and has allowed a fantastic opportunity for accounting professionals to help small business owners. Small & medium business owners are desperate for help in making informed decisions to grow their business. Accounting professionals can help them make sense of the numbers, achieve free cashflow, understand the story of the numbers, make informed decisions. I also work with accounting professionals to transform their firm by narrowing the focus, designing a suite of products / services, understanding and communicating value you are able to unleash the power of value pricing to command the price you deserve. Check out the Free 7 part email course - http://pricingcrashcourse.com Pricing is both an art and science. Value pricing is not just about fixed prices of menu pricing. Value pricing means you have to truly care for your customers. (Yes customers not clients). A True Professional is one who cares for their customers and their people. Also I help professionals and consultants Kill the Timesheet. The timesheet is at the centre of lot of problems that professionals endure. The timesheet measures the wrong thing. It assumes that all time is equal (which just does not make sense). The timesheet creates a focus on efficiency ( but it even does not deliver on that) yet it totally avoids the question of effectiveness. With over 25 years experience in various aspect of business and finance Steve assists knowledge businesses, professional services firms, consultants, coaches and other service businesses to achieve Pricing Power. If you have any questions, thoughts or want more information - [email protected]

Meryl is the co-founder of BeanNinjas, which: Focus on growing your business. We'll count the beans! Cloud-based, fixed fee bookkeeping and support with the beautiful XERO software. Our specialty is online businesses including, e-commerce, SaaS, bloggers, coaches and digital agencies that operate in more than one country/currency. Currently operating in Australia, New Zealand, Canada, USA, and United Kingdom. We also lodge GST (Australia, NZ and Canada), sales tax (US), and VAT (UK). Bean Ninjas material on this page has been prepared for general informational purposes only and is not intended to be relied upon as accounting, tax, or other professional advice. Please refer to our advisors for specific advice.

Shelley Johnson Bio: An avid puzzle solver, be it jigsaw, family logistics, or the tax code, thinking through the solution gives Shelley great satisfaction. Hailing from a long line of "number crunchers," Shelley's grandmothers and mother had long careers in banking. Figuring year-end dividend earnings was a steady job during her teen years. As owner of the Indianapolis-based accounting firm, Allman Johnson CPAs & Advisors, Shelley is focused on helping business owners and individuals seeking sophisticated, yet logical tax planning with an emphasis on cash flow and profitability. Shelley is a graduate of Purdue University with a degree in business and farm management. Her association with professional and service organizations over the last 25 years includes membership in the American Institute of Certified Public Accountants and the Indiana CPA Society. Shelley is the past chapter president of the American Society of Women Accountants (now known as The Accounting and Financial Women's Alliance) and the past president of the Indiana Board of Accountancy. She has also held committee positions on the National Association of State Boards of Accountancy. In the community, Shelley is active as a board member of the Methodist Foundation of Indiana, Inc., and she is involved in the Indianapolis Neighborhood Housing Partnership (past treasurer), and numerous church activities as well as family related volunteer events from cats to Scouts.

QuickBooks and Mobile App Guru, Technology Addict and public speaker - where she has the privilege of offering insight, information and best practices in a completely unscripted, entertaining and sometimes irreverent way. With nearly 20 years of experience in the accounting and payroll industry, she specializes in educating small businesses about embracing mobile and online solutions to increase their bottom line. She was the very first QuickBooks ProAdvisor to get her QuickBooks Online certification, and is recognized globally as the foremost expert on the product. She is the original author of a number of www.IntuitAcademy.com training courses, Intuit's QuickBooks Online training material for US, Singapore, Canadian, Australian & UK versions, as well as the QuickBooks ProAdvisor QuickBooks Online Certification Course & Exam. Often called "The QBO Queen" (although she prefers Supreme Global Empress…), she is passionate about encouraging any small business to embrace the interwebs to work better, faster and to do it ANYWHERE. Stacy teaches regular QuickBooks and technology workshops through the local county SBTDC, as well as the local community college and continuing education classes for various school districts. Her speaking engagements include RadioFreeQB.com live every Wednesday night, RFQTv.com, 2012 & 2013 Spark & Hustle Tour, the Sleeter Group's 2012 Small Business Technology Road show, many industry trade shows and training sessions for conferences like Scaling New Heights, Accounting Solutions Conference, as well as national events for Wells Fargo and the Int'l Association of Administrative Professionals. Most recently, Intuit sent her to Australia to do live events teaching accountants & bookkeepers QBO & how to move their practices online. Specialties: Internationally recognized expert in QuickBooks Online & Intuit Appcenter QuickBooks Pro, Premier, Mac & Enterprise Solutions QuickBooks Payroll - All Versions

Ingrid is a bookkeeping nerd and CEO of Polymath. She loves taking a topic that most small business owners put on a scale from boring to terrifying and turning it into a fun and rewarding part of entrepreneurship. Ingrid is the creator of the Ask A Bookkeeper puppet show, founder of the Southern Oregon Bookkeepers Association, and leader of the Southern Oregon Woodard Group. Ingrid started Polymath in 2008, and jumped right into being a Certified QuickBooks ProAdvisor at that time. Since then she has taken "bookkeeping nerd" to the next level, by always staying on the cutting edge of the industry and teaching our accounting colleagues how to do the same. Ingrid always enjoys taking on big projects, learning new things, and helping others get organized and on the road to success… especially when it involves puppets. (If you don't enjoy it, what's the point!) Ingrid has experience as treasurer for non-profit organizations, and she is a founding member of the Southern Oregon Bookkeepers Association, an organization dedicated to enhancing the education and network resources of local bookkeepers and their clients. When Ingrid is not playing her favorite video game (QuickBooks), she is usually playing Irish music or frolicking with her goats. Ingrid also enjoys singing, dancing, gardening, and adventuring around the world with friends and family. She lives on a small farm with her goats, rabbits, chickens, turkeys, kitties, and snakes. She and her husband Jeffrey play Irish music in an Ashland, Oregon band, The Feckin' Tinkers, and you can see them each Tuesday night playing at Oberon's Tavern for "Tinker Tuesday."

Debbie is the owner of Behind the Scenes Financial Services, consultant to the sleeter group and a Quickbooks Proadvisor. In this latest Grow Your Firm podcast, Debbie shares what she believes are the keys to your success that leads to your clients' success: Thinking proactively and not reactively A guide to profitability How time is a profit center Improving the client relationship …and so much more!

Chad Ridner is the President of TwoRoads, a bookkeeping and tax company that relieves the burden and mystery of bookkeeping and tax, empowering business owners to clearly focus on what they're most passionate about and what they do best.

Quick question... if you were to count up the number of services you provide, how many could you list? Many firm owners get stuck in the trap offering "me too" services that end up costing a significant amount time, only to find out that the profit margin is never increasing ... Today's guest found a different way, which was to also introduce CFO level services for many of their clients. In this exclusive interview, we sat down with Steven Byler & Dan Gertudes, Partners at GrowthLab, where we discussed How To Ditch The Basic Accounting Services And Become An Outsourced CFO Firm.

Chet is the Managing Partner at Swindoll, Janzen, Hawk& Loyd, LLC (SJHL), a full-service accounting firm inMcPherson, Hutchinson, and Wichita KS. We work with individuals andbusinesses in industries such as manufacturing, agriculture,medical practitioners, school districts, cities & counties,among others. We are told by our clients that they prefer to workwith us because we genuinely care about their success and see thebig picture. SJHL was established in 1936 and I joined in 2006 as an accountant,was admitted as partner in 2011 and became Managing Partner in2014. My primary responsibilities include performing businessadvisory services, business valuations, individual & corporateincome tax, and working with closely held businesses to help themget where they want to be.

At GMLCPA, I'm helping businesses like yours make better decisions and move ahead faster. You see, competing in a global marketplace isn't easy. It takes expertise and in-depth analysis to ensure you're making the most of every opportunity. And that's just the beginning. If you're wearing the hat of a CFO, you know how quickly it can take you out of your leadership role. That's why, here at GMLCPA you can benefit from our Part-time or Virtual CFO services. That's right. Whether you are a small or mid-sized business, you can bundle CFO Services into a monthly package or as stand-alone consulting services. Imagine having a C-Level executive without the added payroll costs. You'd receive the feedback and guidance you need on your terms. This means, help navigating complex business systems and practices. But that's not all. GMLCPA offers you outsourced accounting and business consulting. Now, you can get the help you need, when you want it. It really is the answer you've been looking for. Here's the kicker. Our transparent cloud based systems mean you're free to monitor your financial statements in real time, any time. You're always in control. GMLCPA is helping businesses like yours, create stronger cash flows and improve the bottom-line. All with transparency and clear guidance. No more fears of hidden problems. Think about it. Now, you can have trusted professionals who will take an active interest in your business. You'll experience break-throughs, make better decisions and move ahead faster. The solution is all right here. Let's get started. Discover how easy real growth can be.

At GMLCPA, I'm helping businesses like yours make better decisions and move ahead faster. You see, competing in a global marketplace isn't easy. It takes expertise and in-depth analysis to ensure you're making the most of every opportunity. And that's just the beginning. If you're wearing the hat of a CFO, you know how quickly it can take you out of your leadership role. That's why, here at GMLCPA you can benefit from our Part-time or Virtual CFO services. That's right. Whether you are a small or mid-sized business, you can bundle CFO Services into a monthly package or as stand-alone consulting services. Imagine having a C-Level executive without the added payroll costs. You'd receive the feedback and guidance you need on your terms. This means, help navigating complex business systems and practices. But that's not all. GMLCPA offers you outsourced accounting and business consulting. Now, you can get the help you need, when you want it. It really is the answer you've been looking for. Here's the kicker. Our transparent cloud based systems mean you're free to monitor your financial statements in real time, any time. You're always in control. GMLCPA is helping businesses like yours, create stronger cash flows and improve the bottom-line. All with transparency and clear guidance. No more fears of hidden problems. Think about it. Now, you can have trusted professionals who will take an active interest in your business. You'll experience break-throughs, make better decisions and move ahead faster. The solution is all right here. Let's get started. Discover how easy real growth can be.

In this episode, we explore: Why You Would Want to Leave a Traditional CPA Firm Why the Billable Hour Model Does Not Work Change the Way You Do Business Focus on Quality and Not Quantity Jay Holmes is a Partner at BlueBack Accounting

Paula joined Beaird Harris in 1991 and became a shareholder in 2002. She works extensively with start-up companies and small businesses, specializing in working with physicians, dentists, attorneys, franchises, and sales companies. Paula is active in our wealth management business and has a passion for helping our clients achieve financial independence. With her extensive tax background, she works to merge financial planning goals with integrated tax strategies to achieve maximum financial results and tax savings. Paula also oversees the Firm's internship program and staff hiring and takes great pride in finding and retaining great Beaird Harris team members. Paula is a 1992 graduate of Texas A&M University and became a CPA in 1994. She is a licensed Investment Advisory Representative, as well as a member of the American Institute of Certified Public Accountants and Texas Society of CPAs. She is also an active volunteer and serves on her church finance board of directors.

Joel Sinkin is the President of Transition Advisors, LLC., a firm that exclusively consults on Mergers & Acquisitions for public accounting firms. He is an expert in practice evaluation, succession planning and transaction structure. He has personally overseen 900+ transaction closings of accounting firms since 1990 and was named one of the Top 100 Most Influential People in Accounting from 2012 - 2015 by Accounting Today. He has worked with firms of all sizes from sole proprietors to large regional and international firms. He consults on internal and external succession planning and provides complete transaction support including valuations, alternative deal structures, documentation, due diligence and transitional issues regarding partners, staff and clients. Transition Advisors is dedicated to working exclusively with accounting firms nationwide to: • Develop and execute strategies to expand through mergers and acquisitions • Identify objectives and create unique methods to facilitate retirement and other transition of owners • Build business plans and owner agreements to facilitate and manage internal succession He teaches CPE courses and lectures for the AICPA, many State Societies of CPAs and National Accounting Organizations. Joel is also frequently quoted in trade magazines and has authored articles for The Journal of Accountancy, Accounting Today, The CPA Journal, Inside Public Accounting, and other publications. He co-authored "Guide to Buying and Merging CPA Firms"​ published by PPC and "CPA Firm Mergers & Acquisitions: How to Buy a Firm, How to Sell a Firm, and How to Make the Best Deal" published by the AICPA. Joel is also an editorial advisor to the AICPA's newsletter Small Firm Solutions. In 2004, he fulfilled a personal goal to create a new type of consulting firm that brings a fresh approach to the succession and growth needs of accounting firms and their owners nationally by joining forces with Terrence E. Putney, CPA to form Transition Advisors

About his recent presentation at DigitalCPA: The sale is complete and now you have to ensure the client stays excited about working with your firm. How long does it take to onboard a client? Who should be involved? How do you get the client to change to your processes and tools without overwhelming them with change? What are the systematized steps to onboarding? These questions, and others, will be discussed in this session. About Robert: Robert came to CliftonLarsonAllen LLP (CLA) in November 2014 transitioning over from a current outsourcing client of the firm. Robert has experience with several prestigious non-profits & higher education institutions in the Washington, D.C. area such as: the University Professional & Continuing Education Association, the American Physical Therapy Association, Georgetown University, & the National Academies of Science & Medicine. Robert is currently front running the firm wide Bill.com Team for support & sales; he also provides support for several other applications in the Washington, D.C. area such as QuickBooks for Desktop & Online, Intacct, and Association Management Systems.

CEO/Principal Taxnologi Solutions, LLC Taxnologi provides effective and efficient solutions for all of your indirect tax compliance and consulting needs. With over 20 years of combined experience, we specialize in tax software consulting integration and implementations (Vertex, Sabrix, Taxware, etc.), transaction tax automation, state tax compliance (sales, use, and property), tax research, audit defense, and property tax services. We continually adapt to the ever changing world of tax law and accounting allowing us to remain on the cutting edge of tax technology.

Tim ShortsleeveCPA.CITPLess "Focus, environment, results." Tim Shortsleeve creates high performing organizations with these three words. Having worked with a diverse range of clients, Tim knows that audit, tax, and planning issues are the easy parts. Tim digs deep to understand his clients and guide them through the process of building a more efficient, healthy organization. It's a collaborative process that yields results, trust, and positive momentum. Tim graduated from the State University of New York at Oswego in 1984, and spent the first decade of his career in the Rochester, NY offices of Price Waterhouse and a Rochester regional accounting firm. In 1994 he became a partner with the firm Bonn, Shortsleeve & Co., and over the course of 15 years provided tax, audit, accounting and process improvement services to closely held businesses in the areas of manufacturing, construction, not-for-profit, retailing, health care, and high-tech service industries. Tim left the firm in 2010 and joined TYS as a partner in the Rochester office . Today he uses his in-depth accounting and business process knowledge to help clients focus and achieve alignment in order to reach their goals. Tim speaks frequently across the country on various tax, sales and business efficiency topics, and he's written articles for numerous publications. Tim was selected to the Rochester Business Journal class of 2000 "40 Under 40" up and coming business professionals. Tim is also the past-president of the Rochester Chapter of the Epilepsy Foundation and was a former hockey coach at the Rochester Institute of Technology and also Monroe Community College.

Sandra is a visionary leader who is gifted with the ability to tackle emerging as well as future challenges. She works with a sense of adventure, preferring to focus upon the most essential facts in order to grasp a "big picture" view of any situation. Sandra relies upon her creativity and inspiration to cut through complexity and devise timely solutions while following her instincts to "keep the ship moving" at all times (and improvising with precision when necessary to make sure that happens.) Sandra is a naturally gifted public speaker who is noted for the energy and excitement she brings to an audience. At the same time, she adds a personal touch that leaves individuals in the crowd with a sense that she is your friend. This ability to build relationships and project warmth makes Sandra especially effective at building great teams. She is a team player in her own right, offering her multi-tasking skills and a realistic viewpoint that can keep an agenda on track and people focused on the tasks at hand. Sandra directs Boomer Consulting, Inc.'s annual Human Capital and Learning Symposium™ and offers her services as co-director of the Performance3™ Management Program. She has been in the Strategic Coach Entrepreneurial Team Program™ for 10 years and is responsible for communicating its concepts to clients and the Boomer staff. Sandra is regularly invited to speak at national conferences where she empowers audiences with new ideas and a sense of humor. She is a popular author who is frequently published by many trade journals including CPA Practice Management Report, Accounting Today, Accounting Web, The CPA Practice Management Forum, The CPA Report of South Carolina, Lagniappe of Louisiana and The Asset of Missouri Societies. She also contributes a regular column covering human resources to the Boomer Bulletin™ and penned an award winning marketing plan, Rebuilding the Community Bank, published by the Bank Marketing Association.

On Dustin: "The pioneer and industry expert in applying Lean Six Sigma, Project Management and Constraint Management principles within public accounting firms. Providing expert Master Black Belt consultation to professional service and transactional processes as well as to small and mid-size manufacturers. I focus on applying practical concepts with a plan that is uniquely customized to each organization. Real process change happens when you have a combination of the right tools, with the right faciliation and team leadership, utilizing practical improvement ideas. This helps to ensure more complete and timely buy in within the business to process changes. Specialties:Uniquely applying the concepts of Lean Six Sigma, Project Management and Constraint Management within professional service organizations. I help public accounting firms and other professional service organizations go beyond traditional productivity initiatives to drive real and lasting process changes to the organization. The innovative approach of Flowtivity helps free you from sub-optimal process changes in the past."

Director of Technology & Marketing HPC Accounting & Tax July 2015 – Present (3 months)Greater Los Angeles Area Design and implementation of accounting technology solutions internally and for clients. Putting that knowledge to good use marketing HPC's wide range of cloud solutions. Co-Founder & CEO Cloudsourced Accounting LLC January 2013 – June 2015 (2 years 6 months)Greater Los Angeles Area Grew an online bookkeeping and cloud integration firm from scratch to serve hundreds of customers all over the country in under three years. Went from zero to a dozen team members spread over four states. Cloudsourced Accounting was acquired by Harshman Phillips & Company (HPC) in July of 2015

From Mike's Linkedin::: A CPA and CVA (Certified Valuation Analyst) who specializes in the area of dental and other healthcare entities.I work primarily with privately owned practices and individuals and strive to become their most trusted financial advisor. We take a long-term approach to dealing with clients by billing them a flat monthly rate and often investing time over and above our agreements when clients need big things accomplished. We have the flexibility that many of our larger competitors don't have.

Carrie is a founding shareholder and President of The Whetstone Group, Inc. Since 2000 Whetstone has provided growth consulting services to hundreds of CPA firms, professional service firms, and companies in business-to-business markets nationwide. She has nearly 20 years of professional services marketing experience. Carrie helps clients: Determine how to best organize for growth and build a sustainable growth culture. Develop comprehensive growth plans, providing ongoing support and consultation. Establish accountability for business development and meet their revenue goals. Implement follow-up strategies to help manage the sales process with prospective clients and maximize their ROI on marketing. She is also a skilled trainer and provides group sales training as well as one-on-one coaching that enables attendees to better understand the sales cycle and develop the personal skills necessary to close sales. Firm leaders, practitioners, marketing professionals benefit from her knowledge and dynamic approach. Before joining Whetstone, Carrie was an in-house marketing director in the national marketing office of RSM McGladrey, Inc. Speaking/Writing Carrie has presented for the AICPA, the Association for Accounting Marketing's (AAM) Annual Summit, the Indiana CPA Society, DFK USA's Annual Growth Summit, Moore Stephens North America, MSI Global Alliance's International Managing Partner Conference, BKR's Annual Marketing Meeting, PKF North America and The International Group of Accounting Firms (IGAF). She has been published in the AAM's MarkeTrends, The Journal of Accounting Marketing and the CPA Practice Management Forum. Leadership Carrie is also a member of the CPA Consultants' Alliance (CPACA), a working group of thought leaders united in their efforts to further leadership within the CPA profession. Through collaboration, the CPACA offers deliverables and solutions CPA firms can use to advance leadership in their firm. She has also served on the AAM's Board of Directors as well as Chair of AAM's Education Committee.

Bonnie Buol Ruszczyk has been a member of the creative and marketing services community for over 20 years and does not appear to be leaving it anytime soon. As president of bbr marketing, she has relished the challenges of entrepreneurship as she worked to grow and nurture a new business. Since the firm's inception in 2009, Bonnie has led the young company to become widely recognized and respected within the professional services marketing niche, with award-winning client websites and an outstanding history of business success. Bonnie quite literally wrote the book on online marketing for accounting firms, Take Your Marketing Online: Proven Ways to Grow Your Firm in the Digital Age, at the request of the AICPA. Prior to this feat, she was recognized for two years in a row as one ofAccounting Today's Top 100 Most Influential People and is in great demand as a consultant, speaker and leader at various industry events. She is a founding member of the Atlanta Independent Women's Network and is the Atlanta chapter president of the Association for Accounting Marketing. She is also a regular contributor to a variety of websites, including Social Media Today, Accounting Today and other industry-related publications and has been quoted in Entrepreneur, U.S. News & World Report, CPA Practice Advisor, and others.

Darren successfully created a highly efficient and effective CPA firm in Bloomington, Indiana. As a result of his successes in building and managing his CPA firm he has become a sought after speaker at many national conferences. Darren created an organization called RootWorks LLC to help other accounting firms around the country move their firms into what he calls the "Next Generation Accounting Firm". As a technology enthusiast, he likes all things that relate to technology. Darren recently authored The Intentional Accountant: Your Guide to Building A Next Generation Accounting Firm. Darren is the co-author of The E-Myth Accountant with famed author of The E-Myth Michael E Gerber and Youtility for Accountants with New York Times best-selling author Jay Baer. Over the next few years Darren plans on continuing to manage and grow his CPA Firm while working to grow and expand RootWorks to serve other accounting firms around the country.

Sarah Johnson Dobek's Profile Thank you for wanting to learn more about me! I am passionate about helping accounting firms, state CPA societies and vendors to the accounting profession grow. Through my experience as a former accounting firm marketing and hr director as well as through my role as an advisor to CPA firm leaders, I have learned that for firms to grow they have to do two things well- bring in new business while retaining current business AND they must retain the right talent. I am lucky enough to be in a position to help accounting firms do just this. I help our clients achieve their growth goals through a few key areas: Marketing that drives growth I work with local and regional firms around the country to help them develop and implement their roadmap to growth- a plan that aligns their growth goals with practical strategies to spur and maintain their growth. Social Media I help accounting firm use social media effectively and help them understand the value social media can bring to their organization. I also provide training and coaching on social media use and implementation, including LinkedIn, Facebook, Blogs and more. We also help firm's determine how social media will be integrated into their marketing efforts or elevate their current efforts to drive more results. Content Marketing We work closely with firms to help them develop content marketing strategies or better leverage their existing content for improved results. Author & Speaker I am a speaker and author on marketing topics, social media-including LinkedIn and Facebook, client service and retention, recruitment marketing and more.

Sandi Smith Leyva, CPA, CMA, MBA, and founder of Accountant's Accelerator, has helped thousands of accountants earn more, work less, and serve their clients better through her innovative coaching and training services. Sandi was named one of the Top 25 Thought Leaders for 2014 by CPA Practice Advisor, one of the 2013 "Ones to Watch" of Accounting Today's "Top 100 Most Influential People in Accounting" and was a 2013 Community Choice Honoree of the Small Business Influencer Awards held by Small Business Trends. She won a 2013 Stevie Award for "Maverick of the Year," and her work has also been noted by CBS News, PBS, Dallas Morning News, San Jose Mercury News, Accounting Today, Journal of Accountancy, Today's CPA, and The Practical Accountant. She is a regular contributor to CPA Trendlines.

From Mike Michalowicz's Linkedin: I am the author of 'Profit First', 'The Pumpkin Plan' and 'The Toilet Paper Entrepreneur'. BusinessWeek called Toilet Paper Entrepreneur a business cult classic. My books have been translated into 10 languages. I am also the founder of Profit First Professionals. The Profit First Professional organization is designed to support accountants, bookkeepers and other financial professionals to substantially differentiate themselves in the market - so they can dictate a premium for their services and attract more clients. How do we do it? By introducing a significant service differentiator - the tools and techniques to maximize the profitability of your clients. If you own a bookkeeping or accounting business, and you want to distinguish yourself from your competitors... consider applying to be a Profit First Professional. I am a co-founder of Provendus Group, a business growth consultancy. I have founded, built and sold two technology service based companies. My second company, PG Lewis & Associates, was sold in a public transaction in 2006. My first company was acquired by private equity. I enjoy entrepreneurialism and gladly share experiences and advice with first time entrepreneurs. I am regularly invited to sit on both formal and informal advisory boards and have relationships with the angel and early-stage investment community.

Jeff Borschowa is the founder of Business Evolution Consulting Inc. He is an author, educator, and curator of all things related to accounting efficiency and technology. Jeff first joined the accounting world in 1991 and has spent the bulk of his career working with and advising small to medium-sized enterprises. Jeff has experience working in all sizes of accounting firms, from sole proprietorship to international firm. The focus in Jeff's career has been to find new and better ways to integrate innovation and technology to enhance the customer experience and improve efficiency in the accounting process. Jeff's journey has been unique in that he has met some very innovative accountants and mentors in his career. Jeff has been very fortunate to be in a position to learn from them, compare their ideas, and to truly choose the best of the best. Jeff would like nothing more than to free bookkeepers and accountants from the stress created by high volume commodity work, allowing them the freedom to pursue work that is rewarding personally and professionally. Jeff's overall goal is to reduce the hours worked by accounting professionals and increase overall profitability. In Jeff's experience, almost every bookkeeper or accountant can tell you how much their gross revenue is, but very few know what their actual costs are. Jeff challenges you to learn more about your business so that you can bid on the right kinds of projects and earn what you are worth – your education should be your most valued possession.

About Me! Jody Padar, CPA, has emerged as a "feeling leader." That is, a leader driven by a passion to foster real change in the accounting profession. Jody represents the next generation of accounting professionals and is in the vanguard of the new movement of "digital CPAs." She has joined with other future-thinking leaders and vendors to spread the word and educate the profession on its natural evolution into the digital age. Embracing the Cloud, social media, and other highly advanced technologies and practices, Jody is out to alter the way CPAs think about firm culture and serving their clients via speaking engagements, podcasts, published articles, and 'screaming it from the rooftop'. A true change agent, Jody continues to initiate conversations and encourage open collaboration between the profession and vendors in order to support the movement toward a newer, better, and more innovative CPA firm culture. Jody earned her BBA from Saint Mary's College and MST from Northern Illinois University. Jody is also an adjunct professor at Oakton Community College and a contributing member of the Intuit Trainer Writer Network.

Chad is a partner at LiveCA LIVECA LLP is a 13 person firm committed to providing a progressive approach to accounting with a focus on entrepreneurs and technology professionals. Our concept is to allow greater accessibility to information and advice by connecting clients online directly to a chartered accountant from the comfort of your home or office. With the wide range of online tools available in today's marketplace, our goal is to help clients shift their accounting towards an online platform - reducing the need to search through piles of paper documents and spending more time on value-added work. Our team designs customized digital workflows and are familiar with a large number of applications that can help solve many issues experienced by entrepreneurs (timely financial advice, cash flow forecasting, systems integrations, etc). We work completely online with no desktop systems in a paperless environment. Practicing what we preach is really important to us. Whether you are setting out with a new idea or are already an established entrepreneur, we would love to speak to you about bringing your business online and taking care of your accounting and tax needs.

Randy Johnston is a nationally recognized educator, consultant, and writer with over 30 years experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering and outsourced managed services. In this interview, we help CPA Firm owners, accounting professioanls, and bookkeepers navigate the technological jungle of finding the right software for your firm or practice.

LIVECA is committed to providing a progressive approach to accounting with a focus on forward thinking entrepreneurs. The concept is to allow greater accessibility to information and advice by connecting clients online directly to a chartered accountant from the comfort of your home or office. With the wide range of online tools available in today's marketplace, our goal is to help clients shift their accounting towards a digital platform - reducing the need to search through piles of paper documents and spending more time on value-added work. Whether you are setting out with a new idea or an already established entrepreneur, we would love to speak to you about your business. Check us out at www.liveca.ca. Or, just email me at [email protected] to schedule a free online consultation at your convenience. LiveCA provides a comprehensive range of accounting services from a qualified chartered accountant for small and medium sized businesses. Specialties: Corporate Taxation, Self-Employed Individuals, Accounting software setup, Trusts, Joint Ventures.

Ed Kless joined Sage in July of 2003 and is currently the senior director of partner development and strategy. He develops and delivers curriculum for Sage business partners on the art and practice of small business consulting including the Sage Consulting Academy, Business Strategy and Customer Experience Workshops. He also serves as the liaison to the Sage Leadership Association. Prior to joining Sage, Ed worked with Tipping Point Advisors, an organization dedicated to the growth and development of software implementation partners. In 1996, he co-founded Third Wave Business Systems, a Microsoft Dynamics GP partner that grew to 20 team members and $5 million in revenue. At Third Wave, Ed developed the implementation methodology and led the CRM and ERP consulting teams. Ed is a frequent contributor to industry publications, including the Journal of Accountancy, Harvard Business Review and HR.com, and has spoken at many conferences worldwide on project management, pricing, and knowledge workers. He is also active in the Information Technology Alliance (ITA). He lives north of Dallas with his wife and two children and ran for Texas State Senate in 2010 and 2012 as a Libertarian.

If you really want to talk shop, Kirk brings over 15 years of experience developing FileMaker databases and web applications as well as systems integration. As the principal of MightyData, Kirk heads an elite team of FileMaker Certified Developers and Authorized Trainers. He is a renowned speaker at the FileMaker Developer Conference and PauseOnError un-conference. Anyone who knows Kirk realizes that to become the Visionary of Value means walking the walk and talking the talk. To that end, Kirk is a Practicing Fellow at the VeraSage Institute and a proud graduate of EntreLeadership. He is also the Founder and Host of The Art of Value Podcast

Adrian G. Simmons is a CPA innovating ways to put money in its place. His first debit was made in the classrooms of Loyola University Maryland, where he completed his studies in 2000, and then launched out as an auditor with KPMG Baltimore. He was relieved to have passed the CPA exam in one sitting so he could avoid more studying, but was surprised to learn that it came with an Elijah Watts Sells Silver medal. In 2002, he left KPMG to join his father in public practice, and began the work of serving small businesses, individuals, and non-profits. Since that time, the practice has grown to now four individuals, and the team works together to help customers become financially strong, so that they can focus on what truly matters in life. Adrian likes tech, uses a fountain pen, prefers dark over milk chocolate, and is happy to say he recently survived a half-marathon. His faith is very important to him, and he teaches Sunday school at his local parish. He also likes the out-of-doors, always keeping an eye out for ways to walk, hike, bike, ski, scuba, camp, swim, and others — one he'd really like to do soon is whitewater rafting. In the world of accounting, his interests lie in finding ways to make business more human, in keeping numbers secondary as a support to life aspirations, and in molding technology to enable creative expression. He is excited to be a part of the network of Thrivealists who share this passion, and are pioneering a new future for the profession.