Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals (Jetpack Workflow)

Jody Padar not only leads New Vision CPA Group, she is also a highly sought after speaker and thought leader in the tax and accounting profession. In fact, Jody works in partnership with several of the profession’s vendors, including Paycycle, Intuit, Thomson Reuters, Copanion, and Receivables Exchange.

Show Keywords:

Accounting

Podcast

Bookkeeping

TAX

CPA

Firm Managment

Accounting

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?

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:

1. The best way to network without doing “traditional networking”
2. How just a few minutes a year could turn into new accounting clients
3. 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...

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.

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.

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.

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).

I use Quickbooks Online and apps to give you real time data. Hand your books over to me with ease, knowing I will take care of your books with skill and confidence. I come equipped with custom apps that will save you so much time - it’s as easy as taking a picture! I work with everyone from small business owners to large organizations. Call or email me for more information on the bookkeeping services I can offer your business.

In this episode of Growing Your Firm, host David Cristello welcomes Wendy Barlin, a consultant specializing in helping professional service firms transition from frustration to freedom. Wendy shares insights from her decade-long experience in building her own remote firm, which she sold in 2021. 

The conversation delves into the importance of operations, systems, processes, and a fresh perspective on profit within accounting firms. Wendy emphasizes the significance of establishing firm boundaries to maintain control over one’s business and highlights the need for firms to adapt to these changes for long-term success. 

Tune in to discover actionable strategies that can help firms reclaim their freedom while enhancing their operational efficiency.

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.

In this episode of Growing Your Firm, host David Cristello welcomes Roman Villard, CPA, founder of Full Send Finance and co-founder of Full Send Design.

The conversation kicks off with a focus on the importance of consistency in achieving success across various endeavors, including social media and business.

Roman shares insights from his experiences on LinkedIn, where his consistent efforts have significantly increased awareness of his brand and services over the past year and a half.

The discussion then delves into Roman's journey in building Full Send Finance, exploring strategic thinking for growing firms, and how modern practices can enhance operations.

Tune in for valuable takeaways on leveraging social media and maintaining momentum in your professional endeavors.

In this episode, host David Cristillo interviews Melissa Miranda, a certified public accountant and owner of Step-by-Step Accounting. They discuss the importance of preparing for maternity leave as a business owner and how to structure your team and workflow. 

Whether it's maternity leave or any other extended absence, Melissa shares valuable insights on setting up processes that can be applied across the board. Tune in to learn how to effectively manage time away from your business.

In this episode, you will learn about Melissa Miranda's experience preparing for maternity leave as a business owner, including the challenges and strategies involved. You will also learn about the structure and services offered by Melissa's accounting firm, Step-by-Step Accounting. 

Additionally, the episode discusses the use of a recruiter to fill a senior role, the organizational structure and change management strategies of Step-by-Step Accounting, the speaker's pricing strategy, and recommended books for business owners.

Christopher Mundon is the CEO and Co-Founder of Little Newt, a company whose goal is to develop and market a truly revolutionary federal income tax automation product.

Leading the team at LittleNewt. LittleNewt is a tax preparation and practice management platform for independent CPA firms that enables real-time integration with their clients’ accounting systems, uses AI and automation to instantly create tax returns, and provides year-round, accurate tax information.

If you’d like to connect with Christopher, you can visit his website, email him at cmundon@littlenewt.com, or send him a text at 512-318-3196.

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

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

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

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

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

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

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

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

Editor in Chief

I read books for a living!

Books that are poorly written and requires adept abilities to decipher and re-construct with clear intent, purpose, and direction for the desired audience.

Is your book any good?

Actively accepting books with the following:

1. Vehicles or shall I say transformers? Did you know that your vehicles transform to money makers or bottom-line breakers?

2. People (Human Capital/Employees) – “People Who Need People” like me to help them figure out why they are “The Luckiest People In The World”

3. E-Money (Credit Cards) given to employees to purchase supplies in the field

4. Physical Cash (Inventory) stored in vehicles and used in the field

5. Paid by project and/or contract

You can find these books in section HVAC, Plumbing, Electrical Contracting, Pest Control, Landscaping, Cleaning, Transportation, Logistics, Hauling, Home Repair, Roofing, Gardening

Also exploring Hash and Oil & Gas supplier books.

Schedule your Free Consultation


https://helpmeMBAS.as.me/Consultation

Jackie Meyer, CPA, CTC is President and Founder of Meyer Tax Consulting LLC, in Southlake, Texas. Her team works with executives on strategic tax planning. With her team working completely virtual across the state of Texas, the firm stays on the cutting edge of technology working closely with industry leaders on innovative products and offerings.

Jackie began her career in finance while obtaining a BS in Finance at UT Arlington. After realizing a zeal for taxes, she began working at Deloitte Tax while pursuing a MSA at Southern Methodist University. Her passion to combine technology with unparalleled client service came to light at age 27 as one of the youngest female CPA firm owners. At the same time, Jackie became a best practice consultant at conferences and accounting firms across the nation.

Wanting to harvest drive and opportunity for others, she works with local nonprofits to mentor those less fortunate in their education, career, and business ventures. Jackie also has two young children and and loving husband, Mark, with whom she attends Gateway church and explores other cultures and the world with.

Specialties include concierge CPA services for family offices, entity planning and selection, IRS representation, Multi-State investments, TX Margin Tax, and Oil & Gas accounting. She has a passion for taxes and educating the public on their rights. Going green with latest technologies and a paperless office, our clients range from Dallas locals to international remote businesses.

Request a complimentary consultation on our website meyertax.com, e-mailing office@meyertax.com, or calling 888-272-1258.

Strengthsfinder 2.0 - Futuristic, Achiever, Learner, Input, and Focus

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

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.

In this episode of Growing Your Firm, host David Cristello welcomes Piritta Van Rijn, the Global Head of Product and SVP for the accounting tax and practice division at Thomson Reuters.

They delve into the exciting potential of AI and generative AI for firm owners, discussing how these technologies can free up time and enhance the expertise of existing talent.

Piritta shares insights from a recent report on future productivity trends in the accounting and tax industries, highlighting the importance of bridging the talent gap that many firms are currently facing. Join them for an engaging conversation on the future of productivity and the evolving landscape of the profession.

I'm the CEO of Padgett Business Services, one of North America's largest tax, accounting and payroll advisory firms serving the specific needs of small businesses.

I'm also extremely proud to be a Co-Founder and former CEO of Accountingfly, which is helping accounting teams solve their talent challenges by hiring U.S. based remote accountants.

I live in my hometown of Pensacola, FL. Alum of Trilogy Software, Scient, American Express and Monster.com.

Learn more at GoingConcern.com and Accountingfly.com

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.

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.

On this episode of Growing Your Firm, host David Cristello interviews Fred Tate, the Managing Director of CFO Shield. Fred discusses how CFO Shield takes a consultative approach to create tailored solutions for clients, offering fractional CFO services along with bookkeeping and payroll support.

Fred also emphasizes the importance of understanding and meeting individual client needs, showcasing the unique approach of the firm. Tune in to learn more about how CFO Shield stands out in the industry and prioritizes client service.

You will learn about the importance of connecting people together to create an ecosystem, launching a CFO firm, as well as how CFO Shield tailors solutions to specific client needs and provides a variety of services including bookkeeping and payroll.

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

Driven to solve painful problems with smart, passionate, and empathetic people ||

Jetpack Workflow is used by thousands of accountants in 18+ countries to help them better manage their client work and get their jobs done on time.

At Jetpack Workflow, we strive to live out our values of:

+ Leave it better than you found it.
+ Default to Action
+ Stay on Target
+ Serve with Humility

I have a background in (lean,cost effective, measurable, value driven) marketing, specifically for small businesses, entrepreneurs, and startups.

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.

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.

No one is good at everything. As much as you might be in command of your core offering, chances are you can still benefit from a coach in certain aspects of your business.

I help accountants get the message out about the services they offer with structured, guaranteed practice development programs. My services are designed to help professional accountants who struggle with reaching their target audiences with sharp, meaningful, and relevant information.

Whether its, how to market and sell your firm's services, how to integrate financial planning into your tax practice, how to buy or sell a practice, or how to establish an online presence with social media and marketing automation, this is where I come in.

If you would like to discuss how you can future proof your firm and create the 21st Century accounting and tax firm let's talk!

Specialties: Marketing Accounting Services, Integrating Financial Planning Into a Tax Practice, Buying & Selling Accounting Practices, Leadership Coaching, Sales Training, Coaching & Digital Marketing Strategies

Summit CPA Group was founded with the goal of helping small businesses make proactive decisions. Our focus has been primarily on digital agencies. Unlike many CPA firms, our Virtual CFO program focuses primarily on the future, not in the past. What is our cash position looking like in two, three, and four months from now? What does our cash look like next week? How much of a cash reserve do we really need? What should our profit margin be and how do we get there? Do we have too much staff or not enough? Which customers or product lines are generating the most profit? These are just some of the questions we help the business owner answer. Our dedicated Virtual CFOs along with a team of accountants work with the business owners weekly to generate a game plan and then work hand in hand with the company to achieve victory. Give us a call at (260) 497-9761 or email me directly at jody@summitcpa.net to see if Summit CPA Group would be a good fit for you and your company. 

After working in other companies and firms for 10 years I started a tax, accounting and consulting firm called Axiom CPA in 2005. The focus of that company was to help business owners identify where they want their business to go, plan strategically to get there and execute those plans on a weekly and monthly basis. We also spent a large amount of our time in traditional CPA firm services such as accounting, bookkeeping and tax preparation.

In 2012 the tax and accounting firm clients were sold to another firm and Axiom Strategic Consulting narrowed its focus to strategic planning and execution. As a CPA I am more focused on the numbers than most consultants or coaches. The programs and strategies we devise with clients can always be traced to their impact on the bottom line. As a consultant my approaches and tools have been developed in the trenches alongside business owners and their teams.

A 10+-year veteran of the tax and accounting industry -- with a focus on Internet Marketing and Direct Response media, Nate Hagerty has established a reputation for straight-talk and results on behalf of members and concierge clients, and has become a widely-followed and respected marketing voice to the industry.

His company, TaxProMarketer was established in May of 2007 (then known as BuildaHerd Marketing) in response to increased demand for real-world relationship-building and profit-producing tools and strategy for use in the legal, tax and accounting industry. Currently, TaxProMarketer staff serves clients primarily in the tax & accounting world, but in a variety of other service professional industries (lawyers, financial professionals) all across the United States and Canada who use their services to build relationships with their prospects & existing clients, as well as grow the value of their business (for immediate cashflow and future sale-ability) by utilizing these tools.

In 2003, Mr. Hagerty became the Marketing Director of a regional tax firm in Virginia.

This firm grew from a small $50,000/year firm to one which took in over $4.3 million in tax prep fees alone in less than ten years, employing over 440 people with 23 locations throughout Virginia, West Virginia and Tennessee. From 2003 until 2006, Mr. Hagerty directed the marketing and sales of this company, as it yearly surpassed the sales of well-known national franchises in its 15 market areas. During this period, he worked as a coach and consultant to the tax and accounting industry, helping thousands of other tax business owners in the US, Canada, Australia and the UK make more money and grow their companies.

Having founded and sold his first business by the age of 30, Mr. Hagerty (a member of Mensa) was recently honored as one of CPA Technology Advisor's "Top 40 Under 40", has been published widely in industry publications and is the author & editor of two Amazon Best-Selling books (Breaking the Tax Code, Vols. 1 & 2).

He now devotes his full-time energy to assisting other business owners in achieving their long-held dreams for their businesses by building profitable “herds” of clients through a down-to-earth, relationship-oriented approach. TaxProMarketer combines his relationship-building expertise (from his experience as a former youth minister), his passion for effective and clear communication  (informed by his English degree from the University of Virginia), and gift for writing copy that sells. He is married, and has five children, four of whom he and his wife adopted from Ethiopia and Uganda.

Edward Mendlowitz is a certified public accountant and a partner with WithumSmith+Brown located in New Brunswick, NJ. He is the author of eighteen professional books, and the editor of four others. Mr. Mendlowitz has written hundreds of business and financial articles and has been quoted in almost every major newspaper in the United States, and is on the panel of experts for Bottom Line/Personal newsletter. He has taught in the MBA program at Fairleigh Dickinson University, and is admitted to practice before the United States Tax Court. The American Institute of Certified Public Accountants has accredited him in business valuation, certified him in financial forensics and as a personal financial specialist, and presented him with the Lawler Award for the best article in the 2001 Journal of Accountancy.

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Jason has been coaching creative individuals since 2008 and seeking to help them chart their future more clearly. People have quit jobs, created companies, hired people, fired people, fought fear and made a lot more money under his coaching counsel. Jason has had his own coach since 2005, which has changed his life and the trajectory of his firm’s growth forever. Jason follows a particular study of coaching called Neuroleadership. Neuroleadership is the scientific study of the brain, and how this relates to the fields of leadership development, management training, change management, consulting, and coaching. Jason is a member of the NeuroLeadership Institute: http://www.neuroleadership.org

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Bookkeeping

Bookkeeper

Accountant

Tax

CPA

Firm Management

Growth Management

 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

Today, we sat down with Darren Root, Chief Strategist at Rootworks & Right Networks. 

Rootworks is a company of Right Networks. They focus on firm improvement and emphasize the drive of helping small to medium-size accounting firms improve every day. 

Let’s jump right in.

I help you cut through the noise so the right customers reach out to work with you.


✅ Capture attention
✅ Build trust as the expert in your industry
✅ Grow revenue

It’s hard to stand out and trying to cut through all the noise is overwhelming. It doesn’t need to be this way.

I spent 12 years building a tech company with 2.6 million in annual revenue―one of Inc. Magazine's fastest growing companies.

After selling that company―I looked back and realized I could have done it faster. So I got clear on what actually captures attention and gets the right people to take action. I started helping clients get results and now I’m fulfilling a new mission to help entrepreneurs like you accelerate growth.

That’s where my thought leadership and video marketing program comes in:

➡️ Develop a marketing strategy designed to fit your unique DNA

― Develop a pillar video concept (e.g. podcasting, live shows, workshops)
― Design your marketing engine around 2-3 hours/week of your time
― Identify the ideal places to publish your content LinkedIn, YouTube, TikTok, etc

➡️ Map out a content repurposing workflow. Take long-form video and create…

― Audio to send to podcasting platforms (iTunes, Google, Spotify…)
― Short video clips for social media (30 seconds - 1 minute)
― Images and quotes for social media
―Written pieces such as blogs for SEO

➡️ Create engaging and shareable video content that makes people say “Wow!”

― Select, purchase and set up equipment and lighting. Build an “always ready” system.
― Articulate your ideas, present yourself as the expert while looking your best on video
― Overcoming fear or imposter syndrome

➡️ Optimize your social presence, LinkedIn, YouTube, TikTok, etc...

― Optimize profiles and banner images
― Deploy best practices, settings, titles, and descriptions
― Know how to grow your audience rapidly, get views and engagement

I’m also a practitioner who walks the walk―I run a weekly podcast and live streaming show and repurpose content across the internet. I regularly book 10-20 incoming sales calls/week

Get where you want to go―faster:

I’ll show you step-by-step how to put the marketing pieces together and avoid the pain of trial and error so you can focus on your business.

― I recently helped a client more than double in size in just over 12 months
― Another grew by $2 million to $9 in the past year
― Someone I’m working with landed 2 new clients in 7 days

Serious about growing your business?

https://sgplabs.com

Or DM me

Karen Reyburn is a creative-minded individual who specialises in online marketing for accountancy firms. A former accountant (and a Certified Public Accountant in the States), Karen now assists accountancy firms with understanding and using online marketing to get more leads.

Karen is the managing director of The Profitable Firm, a creative agency working exclusively with accountants. She and her team work with accountants all over the world, helping them understand the principles of content marketing strategy and most importantly helping them see their marketing delivered on a regular basis.

Karen is a highly-sought after speaker on topics such as digital marketing, social media, SEO, and content marketing for accountants. She regularly delivers presentations for Xero, ICAEW, AccountingWeb, and more.

A dual British-American citizen, Karen's past careers include working with a Glasgow-based accountancy firm, setting up and maintaining a separate consultancy division for this firm. She instigated monthly business workshops, training and facilitating business owners in marketing, strategy, and profitability.

When she's got a few minutes to spare, Karen puts her creative skills to use in photography (weddings, landscape, and city photography), sketchnoting, writing, and any other artistic skill she takes a fancy to that month.

Specialties: website design, content marketing, email marketing, blogging, social media, marketing plans, content marketing strategy, webinar delivery, presenting, content writing, accounting, landscape photography

• Today we sat down with a special guest, Don Emery. Don is the General Manager of Doc.It and has been with them for over 10 years. Doc.It was acquired by Iris in 2021. On our show we’ll cover: 

• Transition of going from a paper-based to paperless practice 

• Consolidation and build outs across the industry 

• Talent, team management, retention & much more

Shauna is a returning guest on our show. She is the owner of Tax Goddess Business Services ® and a certified tax coach. Shauna also acts as an author, speaker, and investor. Skilled in many and all things, learn more about Shauna’s career here.

Today we welcome back a well thought and experienced guest, Shauna Wekherlien, CPA and founder of Tax Goddess Business Services. This is part 2 of our interview with Shauna. Check out Part 1 here. In the summary and podcast Jetpack covers Shanua’s inside look at team building and recruiting.

I am the CEO of Peisner Johnson, a state and local tax accounting firm that’s been around since 1992. I started with the firm as a staff assistant 25 years ago and has worked my way up to CEO. Currently, the firm has 25 employees and serves sellers in the United States and Canada. 

Since law changes in 2018, state and local taxes have become more complicated so Peisner Johnson has really stepped up to serve their clients as best as possible. The executive team, led by me as the CEO, has implemented new strategies to grow our relationships with our clients. “What’s Next” calls and value-based pricing are just two of the ways we've improved our customer (and employee) experience.

Throughout my career, I learned that growing in your positions means being good at managing your work and managing people, you have to be good at both.

In this episode of the Growing Your Firm podcast, host David Cristello welcomes Geoff Bruskin, founder and managing partner of White Tiger Connections. 

They dive into the dynamic landscape of mergers and acquisitions (M&A) within the accounting industry, exploring how recent trends have created a surge in acquisition interest. 

Geoff discusses the impact of cloud technology and the shift towards distributed employment, which have transformed the M&A space. 

The conversation also touches on the importance of viewing accounting as a nucleus for offering diverse services, particularly for young professionals entering the field. Tune in for insights on navigating M&A and recruitment in today's evolving market.

Steve founded GrowthForce in 2004 in Kingwood, Texas with a desire to help small businesses grow. An innovator in the accounting industry, Steve has enabled small businesses to access systems, expertise and services typically available only to Fortune 500 companies.

His experience with system design, best practices and management services spans nearly three decades. As an entrepreneur himself, Steve has a passion for helping service businesses reach their growth potential. A highly energetic and motivational leader and speaker, Steve has built GrowthForce into the largest outsourced bookkeeping and controller service in Houston, and one of the largest in the United States with clients on every continent.

Show Keywords:

Accounting

Tax

CPA

Accountant

Bookkeeping

Bookkeeper

Podcast

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.

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."

I am an entrepreneur and manage finance departments for small businesses. With 15 years of finance and human resources experience, I have worked with successful HR Directors, CEO’s, pastors, and small business owners. I enjoy working with CPA’s and have done so from coast to coast who support my work. My experience has given me the ability to work with all levels of an organization.

Work Smarter, Make More Money, & Take More Quality Time Off with Chuck Bauer’s business consulting and sales training!

Companies and businesses from a variety of industries benefit from his business consulting, sales management consulting, individual sales coaching & sales tune ups drawn from over 3000+ LIVE sales training experiences. He has personally coached on 1000s of transactional/non-transactional sales processes all the way up to multi-million dollar international sales deals.

Utilize his experience to GET INSTANT RESULTS for your business, sales team, or company! Call 855-740-SELL or email Chuck at chuck@chuckbauer.com.

Chuck is a highly sought after Speaker and a member of the National Speakers Association. His information is widely published in many print and internet-based publications. A licensed instrument-rated private pilot, certified open water scuba diver, disciplined body builder, and Bikram yoga practitioner, Chuck lives in Dallas, Texas.

Specialties:
Business Consulting
Business Seminars
Sales Seminars
Sales Coaching
Sales Management Consulting
LIVE Sales Tune Ups
Sales Mastery - Published by Wiley

Professional Affiliations:

IIAT - Independent Insurance Agents of Texas
PASBA - Professional Association of Small Business Accountants
CFG - Collective Financial Group
NTRCA - North Texas Roofing & Contractors Association

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.

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

https://developer.azora.one/

In this episode of the Growing Your Firm podcast, host David Cristello interviews Stephanie Mack, the founder of Account Mobility, a fully remote accounting practice. Stephanie shares her insights on how she's positioning her practice for growth, particularly in the area of tax advisory and tax prep.

She discusses the importance of workflow automation and software in streamlining accounting processes and talks about the increasing number of CPAs and EAs retiring, creating opportunities for her practice. Tune in to learn more about Stephanie's unique approach to growth and her perspective on the future of the accounting industry.

In this episode of Growing Your Firm, host David Cristello welcomes back Louie Vazquez III, CEO and founder of Vazquez and Associates. Louie shares his journey of growing his firm from half a million in sales per year to achieving even greater success. 

They discuss the sales and marketing strategies that led to this growth and delve into the challenges and opportunities that come with scaling a business. Tune in to gain insights on how to take your firm to the next level.

In this insightful episode of the "Growing Your Firm" podcast, brought to you by Jetpack Workflow, host David Cristello is joined by special guest Adam Lean, CEO and co-founder of The CFO Project. 

Adam shares his expertise on how accountants can go beyond traditional number-crunching by engaging with clients through meaningful conversations that resemble therapeutic sessions. By asking open-ended questions about clients' businesses and aspirations, accountants can foster a deeper connection and provide greater value.

Adam also delves into the importance of CFO advisory services as a scalable way for accountants, CPAs, bookkeepers, and enrolled agents to grow their firms and increase their earnings. The episode discusses the rise of advisory services in the accounting industry, from integration in mid-market firms to adoption by smaller practices as a lucrative service offering.

Listeners will learn about the importance of asking clients questions to get them talking, the benefits of adding CFO advisory services to accounting firms, and the current state of advisory services in the industry.

Owner of Ragain Financial Inc.

Show Keywords:

CPA

Accounting

Accountant

Bookkeeper

Bookkeeping

Tax

Growth Management

Firm Management

Angie serves as President of The Rainmaker Companies and previously served as the Director of Consulting for The Rainmaker Companies for several years. 
Consistently named by Accounting Today Magazine as “one of the Top 100 Most Influential People in Accounting” and listed as a 40 Under 40 in the Accounting Industry by CPA Practice Advisor, Grissom is a frequent presenter at national conferences, Angie is renowned for her influence in and passion for the industry. She brings all this to her role at The Rainmaker Companies, striving to share her proven knowledge and know-how to transform the lives of clients through consulting, coaching, training and developing accountability within accounting firms.

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 of Growing Your Firm, host David Cristello interviews Trina Rozen, owner of Trina Rozen CPA. They discuss various topics, including unique ways Trina has structured her firm, pricing strategies, making tax prep profitable, and her opinions on the coaching community. Trina shares insights on dealing with challenging clients and finding success as a solo practitioner in South Pasadena, California. Tune in for an entertaining and informative conversation.

In this episode, we talk about Trina’s experiences with tax preparation and running her firm. But we also dive into some of the following topics: 

• The benefits of offering 1040 tax services as a CPA

• Her approach to managing workload during tax season

• The importance of having a well-organized workflow process

• Dealing with weird returns and customer service challenges

• Acquiring and integrating firms 

• Considerations when buying CPA firms

• Using Jetpack for technology workflow

• Challenges of tax season and client organization

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

Anjali Jariwala, CPA and CFP®, is the founder of FIT Advisors - a financial planning firm serving physicians and business owners virtually across the US. Prior to launching her own firm, Anjali spent over 6 years working with Fortune 500 clients at a top 4 accounting firm, PricewaterhouseCoopers, and 2 years with a large, prestigious financial planning firm serving high net worth individuals. During her career, she would often share financial advice with family and friends but began to realize that not only did most of them lack access to the best personal finance information but also their busy family lives meant they just didn’t have the time to pull it all together on their own. So, she decided she could make a bigger impact by starting her own firm. Anjali utilizes her expertise in tax and finance to empower her clients to discover and reach their life goals while building a stable financial future.

Anjali hosts the Money Checkup podcast - a semi-monthly checkup that discusses the many facets of financial well-being. She was named one of Investment News Top 40 under 40 for 2019, Financial Advisor magazine’s Young Advisors To Watch for 2020, and Investopedia’s 100 Top Financial Advisors. Anjali has been featured in Bloomberg, US News and World Report, New York Times, USA Today, Business Insider, Investment News, and more.

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. 

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

I help entrepreneurs produce epic results.

I do this by curating high-impact environments to learn, contribute and be held accountable to taking the actions that you say matter.

Communities I impact:

- Thought Leaders who still call themselves coaches, consultants, authors, speakers and facilitators.
- Bookkeepers that want to get free from the job they own.
- Business owners that want to become free and have the business they dreamed of from the beginning.

I started in accounting back in 1991, when it just kind of found me. I continued working for other companies for quite a few years, keeping records, preparing reports, payroll (you know, all the fun stuff), but also helping develop new policies, procedures and software implementations. I took night classes at SAIT, going for my Diploma in Business Administration with an Accounting major, where I graduated with honors in 2008.

I established Bottom Line Bookkeeping a year later, giving me a place where I could work towards my personal vision of how bookkeeping should be done. I've always been a bit of a technology junkie, always wanting the latest and greatest, and I could really see the potential for technology to change the way bookkeeping and accounting were approached.

What I love best about this field is solving problems for my clients. I believe in a transparent, collaborative approach to accounting, which helps me identify individual problems they're facing and work together to find a solution.

Where old school accounting really just comes down to recording history, I try to take a more proactive approach, working closely with clients to develop complete business solutions.

Making it easy for clients to "set it and forget it" allows them to focus on what they do best, while I do what I do best.

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.

Hector M. Garcia is a CPA and QuickBooks Trainer for Quick Bookkeeping & Accounting LLC. He has over 10 years of experience working with small business finance and accounting, along with 3 Post-graduate degrees from Florida International University (FIU) in Accounting, Finance and Taxation.

Specialties:
Certified QuickBooks Advanced ProAdvisor (Desktop and Online)
Bilingual: Español

**In an attempt to keep my LinkedIn contact relevant, if you send an invite to connect with me, please include a note as to how we are connected. No offense, but random recruiters, financial managers and coaches won't make the cut if we haven't met. THANKS!**

My personal mission is to help CPAs and small businesses to leverage technology for their success.

Once a practicing CPA I discovered a passion for technology. After years of churning out tax returns and completing audits I discovered my Hedgehog (see Jim Collin’s, Good to Great) and decided to marry my passions for the accounting industry and technology.

I am honored to be recognized as an industry leader on technology topics impacting CPA’s. This allows me the opportunity to be a speaker at industry conferences around the country. I embrace these opportunities to educate CPA’s on a wide variety of technology topics such as, cloud computing, Microsoft updates and many other topics.

During my journey I have made a number of exciting stops. Notably, as a member of the Maryland Association of CPA’s Board of Directors and ultimately Chairman of the Board. I have also participated at a variety of levels with the American Institute of CPA’s including currently on the PCPS Executive Committee. I am a regular presenter for state and national conferences, discussing technology and leadership topics for CPAs.

Co-founder of Business Success Consulting Group, started off as a teacher actually. After finding her love for helping small-to-medium-sized business owners grow their business, she dove headfirst into consulting.

For years she learned as VP at a consulting company. Then, when she was ready, in 2011 she hung out her shingle co-founding Business Success Consulting Group.

Where she really focuses on inside a business is the processes and management systems of the business. This means she's looking at every process in your business from soup-to-nuts. That's whether we're talking about: business development, tax return workflow, efficiency of staff, growing pains, etc.

If you have started your own business and now need advice or guidance on some of the trickier issues of how to grow, increase profits, improve cashflow or reclaim your life then please connect.

Having spent most of my life running large businesses for other people I have also grown my own successful business(es) from the kitchen table to independent premises and a permanent team before selling up and starting Hudson Business Advice and Minerva Accountants which are both entirely cloud based.

Speaker and writer on a variety of business growth topics beyond the confines of traditional accountants.

‘The Numbers Business: how to grow a successful cloud accountancy practice’ won the specialist category in the Business Book Awards 2019. Co-author of the annual Bloomsbury 'Tax Planning' manual. ‘Growing by Numbers: how to scale up your small business’ was published June 2020

Online courses are available for The Numbers Business, Finance for Business Owners, Growing by Numbers, and the ScaleUp Blueprint.

Passionate believer that numbers are the scorecard for your growing business and you should have them at your finger tips. Also that the focus should be on improving your key numbers.

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

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

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

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.

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

August has been recognized as one of the "Top Most Influential People" in the accounting profession by Accounting Today. They have also described August as "One of the profession's key strategic thinkers."

Show Keywords:

accounting

Firm Management

Bookkeeping

Bookkeeper

Tax

"Hood uniquely combines three vital traits: He sees the future of the profession clearly; he discovers or creates supremely practical ways to move the profession toward that future; and he generates tremendous enthusiasm for the move in everyone he meets.” - Accounting Today Magazine

Tom is one of the most influential leaders in the Accounting Profession. In 2018 he was named the Second Most Influential Person in Accounting for the sixth year by Accounting Today Magazine (His fourteenth year on the Top 100). He was one of the first five thought leaders inducted into the Accounting Hall of Fame (2015) by CPA Practice Advisor.

Linked-in recruited Tom as one of their Top 100 Influencers and he was named to the Top 25 Influencers in Learning by HR Examiner. He is known for his prolific digital footprint and now has over 780,000 followers on Linked-in, Twitter and other social accounts.

Tom is on a mission to help CPAs, Finance and Accounting Professionals thrive in these times of exponential change. He firmly believes that what got us here, won’t get us there as the Profession faces unprecedented changes and opportunities.

Tom's recognition and awards reflect his leadership in helping CPAs be more #FutureReady through his work at the Maryland Association of CPAs and the Business Learning Institute (BLI), a center for the development of leadership, strategic thinking, and collaboration skills for CPAs. BLI has a catalog of over 600 programs and 30 ‘top gun’ instructors who provide state of the art learning and curriculum for the Top 500 CPA Firms, Fortune 500 corporations, non-profits, State CPA Societies and even internationally.

He is a graduate of Loyola College (B.A. in Accounting) and has a Master’s in Finance (Real Estate) from Johns Hopkins University. He also obtained the Certified Information Technology Professional (CITP) certification and the Certified Global Management Accountant (CGMA) certification from the AICPA. 

Michelle L. Long, CPA, MBA is the owner of Long for Success, LLC specializing in QuickBooks consulting and training services, coaching small business owners, speaking and writing. Michelle has a unique relationship with Intuit as an elite national trainer and presents “What’s New for QuickBooks” to accounting professionals nationwide. She is a member of Intuit’s Trainer/Writer Network and a consultant for product development. She is an Advanced Certified ProAdvisor with several other certifications too.

Michelle is the author of two books: Successful QuickBooks Consulting: The Comprehensive Guide to Starting and Growing a QuickBooks Consulting Business and How to Start a Home-Based Bookkeeping Business (available 6/1/2011) and numerous courses for Intuit Academy.

Show Keywords:

In this insightful episode of Growing Your Firm, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Tammy D. Little, CEO and founder of the FTC Group. The discussion centers around Tammy's journey from working as a controller/CFO for a large construction firm to launching her own firm, the FTC Group. 

Tammy shares her experiences in creating effective systems and processes for her business, as well as her strategies for team resourcing that includes both onshore and offshore components.

Listeners will learn about the tools and technologies that Tammy and her remote team utilize to manage tasks for clients, such as using Loom for video instructions and Jetpack Workflow for task management and recurring job assignments. 

Tammy also recounts how a request from a tax accountant to help clean up a client's messy books led her to realize her passion for details and problem-solving, which ultimately sparked the beginning of her entrepreneurial journey.

Join us as we explore Tammy's transition from full-time employment to entrepreneurship, her passion for fixing complex problems, and her commitment to developing a scalable, systemized approach to running a successful firm in the accounting and finance industry.

This episode is sponsored by LiveFlow.

LiveFlow empowers you with flexible, powerful reporting tools to create customized dashboards that meet your specific needs. Connect to all your clients’ QuickBooks accounts and import their financial reports from QuickBooks into Google Sheets in no time. Learn more and book your demo here.

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: rob@springfieldcpa.net

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.

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!

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 - steve@pricingpower.net

Nicole is the managing principal at Madison Brothers Consulting Group. The group commits to exceptional client service provided by trusted advisors. They endeavor to give peace of mind to clients by offering solutions for ever changing business challenges.

Madison Brother’s Nicole Durio joins our show and she’s offering a free 1 hour consultation to 5 individuals. For those that don’t know, that’s a typically going rate of $995! Find out how to earn a chance by listening to our podcast here.

This week we’re excited to have Mark Wickersham

1. Why the 70% capacity milestone was destroying Mark’s profitability
2. Why working on your practice is (more) important than working in it (systems, strategy, and the team)
3. Why the billable hour was trapping Mark’s growth
4. His approach to creating systems inside of his accounting firm
5. His #1 mistake (he was too cheap!)
6. How to create a new client pipeline
7. His model for creating and implementing value based pricing

And much more…

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.

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.,

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

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

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

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

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

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

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

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

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

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

In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristello welcomes back Geni Whitehouse, founder of The Impactful Advisor and Information Technology Alliance (ITA) president, who specializes in the wine industry. 

Geni, also known as the Countess of Communication and author of "How to Make a Boring Subject Interesting: 52 Ways Even a Nerd Can Be Heard," discusses the latest trends in her membership base, the importance of niche advisory services, and effective communication strategies. 

Join us as we explore insights into talent acquisition and dive deep into various industry-specific challenges and opportunities.

The listener will learn about the book "How to Make a Boring Subject Interesting" and the author's journey from being a tax professional to finding ways to resonate with clients and deliver value. 

They will also learn about leveraging humor, embracing unique qualities, improving communication skills, transitioning to advisory roles, and addressing challenges in the accounting industry.

Today, the founder and CEO of Jetpack Workflow, David Cristello is back with another solo cast to cover another hard topic that permeates the accounting industry - marketing. 

Most firms grow through word of mouth and thrive because they have specialized packages for a particular customer. This is ideal, but after a while, you need to have a system for acquiring new clients on a regular basis. This is achieved through consistent marketing. 

With a reliable flow of new clients each month, you’ll have more accurate forecasting and can measure your capacity and get ahead on a hiring strategy. 

Today’s episode will cover a few tactics for creating a sound marketing strategy.

In this episode of Growing Your Firm, David Cristello interviews Brad Schuchardt, founder of BTBK Accounting Services. Brad specializes in providing full-service accounting solutions to restaurants, offering accurate financial information and strategic business insight. 

They discuss Brad's journey into his niche, marketing strategies, and scaling up his firm. They also touch on the importance of building a strong team and partnerships. 

This episode is sponsored by LiveFlow.

LiveFlow empowers you with flexible, powerful reporting tools to create customized dashboards that meet your specific needs. Connect to all your clients’ QuickBooks accounts and import their financial reports from QuickBooks into Google Sheets in no time. Learn more and book your demo here.

Edward Mendlowitz is a certified public accountant and a partner with WithumSmith+Brown located in New Brunswick, NJ. He is the author of eighteen professional books, and the editor of four others. Mr. Mendlowitz has written hundreds of business and financial articles and has been quoted in almost every major newspaper in the United States, and is on the panel of experts for Bottom Line/Personal newsletter. He has taught in the MBA program at Fairleigh Dickinson University, and is admitted to practice before the United States Tax Court. The American Institute of Certified Public Accountants has accredited him in business valuation, certified him in financial forensics and as a personal financial specialist, and presented him with the Lawler Award for the best article in the 2001 Journal of Accountancy.

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A 10+-year veteran of the tax and accounting industry -- with a focus on Internet Marketing and Direct Response media, Nate Hagerty has established a reputation for straight-talk and results on behalf of members and concierge clients, and has become a widely-followed and respected marketing voice to the industry.

His company, TaxProMarketer was established in May of 2007 (then known as BuildaHerd Marketing) in response to increased demand for real-world relationship-building and profit-producing tools and strategy for use in the legal, tax and accounting industry. Currently, TaxProMarketer staff serves clients primarily in the tax & accounting world, but in a variety of other service professional industries (lawyers, financial professionals) all across the United States and Canada who use their services to build relationships with their prospects & existing clients, as well as grow the value of their business (for immediate cashflow and future sale-ability) by utilizing these tools.

In 2003, Mr. Hagerty became the Marketing Director of a regional tax firm in Virginia.

This firm grew from a small $50,000/year firm to one which took in over $4.3 million in tax prep fees alone in less than ten years, employing over 440 people with 23 locations throughout Virginia, West Virginia and Tennessee. From 2003 until 2006, Mr. Hagerty directed the marketing and sales of this company, as it yearly surpassed the sales of well-known national franchises in its 15 market areas. During this period, he worked as a coach and consultant to the tax and accounting industry, helping thousands of other tax business owners in the US, Canada, Australia and the UK make more money and grow their companies.

Having founded and sold his first business by the age of 30, Mr. Hagerty (a member of Mensa) was recently honored as one of CPA Technology Advisor's "Top 40 Under 40", has been published widely in industry publications and is the author & editor of two Amazon Best-Selling books (Breaking the Tax Code, Vols. 1 & 2).

He now devotes his full-time energy to assisting other business owners in achieving their long-held dreams for their businesses by building profitable “herds” of clients through a down-to-earth, relationship-oriented approach. TaxProMarketer combines his relationship-building expertise (from his experience as a former youth minister), his passion for effective and clear communication  (informed by his English degree from the University of Virginia), and gift for writing copy that sells. He is married, and has five children, four of whom he and his wife adopted from Ethiopia and Uganda.

Author of "The Entrepreneur's Guide to Financial Statements" and more than 300 other published works on Entrepreneurship and Finance, David Worrell will help you make better business decisions, take more effective action, and build a stronger, more profitable business. Unlock the real potential of your business with David's unique approach to building durable business models.

An award-winning entrepreneur, executive, and author, David specializes in helping small businesses grow rapidly to the next level by implementing powerful financial and business development strategies.

He is a graduate of The Ohio State University, the Sandler Sales Institute, and the E. M. Kauffman Foundation's FastTrack Entrepreneur Training program. Five times -- most recently in 2019 -- he has been recognized as a "Fast 50" award recipient for building fast growing new companies. In 2012 Business Leader magazine named him a "Top 50 Entrepreneur" in Charlotte.

He has taught international business planning within the top-10 ranked MBA program at the Fisher Graduate School of International Business, in Monterey, California, and from 2002-2009 was a regular contributor to Entrepreneur Magazine on all aspects of business finance, acquisitions and exit strategies.

Worrell has run 4 successful companies of his own. His first, InfoQuest! International, Inc., was sold in 1999 to a Silicon Valley competitor. Subsequently, Worrell founded Monterey Venture Partners (MVP), a venture consultancy in Monterey California. MVP helped dozens of entrepreneurs design, build and finance their companies. From 2002-2010, Worrell was a partner in his third venture, AmeriStart (www.ameristart.com) and now is managing member of Fuse Financial Partners, where he is available as a fractional CFO.

David is a Certified QuickBooks Pro Advisor, and certified Emerging Markets Credit Analyst from Moody's Analytics.

Learn more about your business at http://www.FuseFinancialPartners.com and in his new book, available at Amazon.

Specialties: Quickly ramping revenue growth and profits by implementing market-dominating strategies and financial controls at fast-growing or emerging companies. Builds strong relationships with Angel Investors, VC, banks. Provides a roadmap to success through Financial forecasting, valuations and strategic, financial business planning.

Roger Knecht is President of Universal Accounting Center. Since 1979 they’ve worked to help accounting professionals excel in their careers. As a post-secondary school they’ve trained and certified individuals in accounting, bookkeeping, tax and consultative skills to help them get paid what they are worth.

Helping accounting professionals have the premier accounting service in their area offering quality value added services with confidence and competence.

Roger is a strategic business development leader helping business owners establish short & long-range goals, strategies, plans and policies to increase sales, improve profits and build the value of the business. He enjoys working with business owners to increase the financial value of the company using proven strategies, processes and procedures to:
* Engage & Manifest – Becoming the leader the business needs
* Understand Accounting - Timely information to intelligently run the business
* Increase Sales - Follow a proven sales process
* Improve Profit - Nine Principles for Profitability putting Profit First
* Build the Value of the Business - 8 Key Drivers in Business

Business Coach
http://universalaccounting.com/build-your-business/

Professional Speaker & Trainer
http://universalaccounting.com/speaking-engagements/

Additionally working to help accounting professionals become Profit & Growth Experts for their employers and business clients as certified professionals & value builder providers.
http://universalaccountingschool.com/get-certified/

On this episode of Growing Your Firm, host David Cristello welcomes back Ron Saharyan, co-founder of Profit First Professionals. They explore the concept of value pricing and its importance in pricing services based on the value provided. 

The conversation delves into various topics, with a promise of exciting announcements between Jetpack and Profit First at the end of the episode. Tune in for insightful discussions and a special reveal at the conclusion!

The listener will learn about Profit First Professionals, implementing the Profit First system in their business, client advisory services (CAS), subscription services in accounting firms, strategies for expanding client base, importance of advising customers, and the partnership between Profit First Professional and Jetpack Workflow.

Ron Saharyan is a renowned figure in the world of small business consulting and financial management. As the co-founder and managing director of Profit First Professionals, Ron has dedicated his career to helping businesses of all sizes achieve financial success through innovative methodologies. 

With a decade of experience in the industry, Ron has become a trusted advisor to countless firms and entrepreneurs seeking to improve their financial health.

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.

Jackie Meyer, CPA, CTC is President and Founder of Meyer Tax Consulting LLC, in Southlake, Texas. Her team works with executives on strategic tax planning. With her team working completely virtual across the state of Texas, the firm stays on the cutting edge of technology working closely with industry leaders on innovative products and offerings.

Jackie began her career in finance while obtaining a BS in Finance at UT Arlington. After realizing a zeal for taxes, she began working at Deloitte Tax while pursuing a MSA at Southern Methodist University. Her passion to combine technology with unparalleled client service came to light at age 27 as one of the youngest female CPA firm owners. At the same time, Jackie became a best practice consultant at conferences and accounting firms across the nation.

Wanting to harvest drive and opportunity for others, she works with local nonprofits to mentor those less fortunate in their education, career, and business ventures. Jackie also has two young children and and loving husband, Mark, with whom she attends Gateway church and explores other cultures and the world with.

Specialties include concierge CPA services for family offices, entity planning and selection, IRS representation, Multi-State investments, TX Margin Tax, and Oil & Gas accounting. She has a passion for taxes and educating the public on their rights. Going green with latest technologies and a paperless office, our clients range from Dallas locals to international remote businesses.

Request a complimentary consultation on our website meyertax.com, e-mailing office@meyertax.com, or calling 888-272-1258.

Strengthsfinder 2.0 - Futuristic, Achiever, Learner, Input, and Focus

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