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

Are you running a new or established accounting firm? Do you feel frustrated because you are not getting the A-Grade, higher value clients that you really deserve and desire. Are you wasting your time working with clients that drain you? Or, worse still, do you struggle to even get a steady flow of new clients? Would you like a proven method for getting 3-5 sales calls a week booked into your diar...

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

Founder & Managing Tax Partner of PrietoDion Consulting Partners LLC, a State and Local Tax (SALT) consulting firm. A tax executive with over 25 years of professional tax experience, including "Big 4" public accounting and corporate experience. A CPA, with a Masters in Taxation, extensive and broad tax experience and leadership skills. A multi-faceted tax professional with knowledge in several are...

As a CPA, I'm passionate about developing creative strategies to reduce tax bills. And as a real estate investor, I'm passionate about building long-term wealth. I've combined these two passions in my role as CEO of The Real Estate CPA (www.therealestatecpa.com). Our team has significantly reduced tax bills for real estate investors across the globe. We are dedicated to helping high net worth indi...

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

I'm a recovering '9-to-5-cubicle-dwelling' accountant, indie maker, and new father. Throughout my decade long accounting career, I've been reading and following the intersection of accounting, technology, and creating a better work/life balance. As a result, I'm building RemoteAccountingJobs.com , a job board featuring the best remote accounting jobs in the US. Subscribe to my newsletter for my to...

A highly accomplished and results-driven TOP EXECUTIVE, with extensive experience in sales, marketing, merchandising, finance, human resources, IT, operations analysis, strategic planning, and team leadership. Utilizes passionate communication skills to clearly convey messages to internal and external parties. Develops systems and methods to facilitate effective goal setting and execution. Directs...

In 20+ years working with people who run growing companies, I've documented how leaders' roles need to change to meet the demands of a larger organization. This involves Leadership skills, Management techniques and Organizational structure. CEO Boot Camp is a process to analyze about 35 different systems inside a company taking into account the maturity level of each system, it's score against bes...

A behavioral psychologist by training,an entrepreneur by nature,and a mentor by choice,Lee has a career that has taken him from a cushy perch as a nationally known researcher and author into the rough and tumble world of business start-ups and finally to a place where he can focus on the parts he loves best. A natural strategist ,teacher and expert in high growth firms Lee loves to solve complicat...

Hi! I'm Ryan Lazanis. I'm a CPA by trade but definitely don't consider myself a normal accountant. I identify more with being an entrepreneur and I love innovative technologies and disruptive business models. What I'm really passionate about is helping to modernize the old, archaic, traditional accounting firm model. After spending many years in public practice at a small CPA firm, I decided to st...

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 fe...

  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 certi...

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 wit...

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

G. Alan Long, CPA, CITP, CGMA, is the managing member of Baldwin. Alan received his accounting degree from Eastern Kentucky University in 1979 and was certified in 1981. His service to the profession includes  having been President and Secretary/Treasurer of the Kentucky Society of CPAs, chair of the Education Foundation of the KYCPA, a member of the Peer Review Board and Leadership Council of the...

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...

Aside from being a partner at L&H, Kyle is also the owner of Atlas Wealth Advisors where also provides clients with a comprehensive roadmap to meet their financial goals. He spends a considerable about of time on continuing education, attaining advanced designations from The Booth School of Business in Chicago and The Wharton School of Business in Pennsylvania. In addition to writing The Personal...

Steven Brewer & Company, CPAs, PC is a full service accounting and consulting firm. We cater to a wide variety of clients ranging from individuals to medium-sized corporations. We specialize in retirement planning, business consulting, investments, estates and trusts, and personal financial planning. In addition to our specialty areas, we also provide tax and accounting services, including tax pla...

Jody Grunden is the managing member of Summit CPA Group. Jody focuses his attentions primarily on Virtual CFO Services. Jody meets with business owners on a weekly basis to assist them with Cash Flow Management, Forecasting, Budgeting, Debt Restructuring, Cost Accounting, and Cutting Edge Tax Planning. Jody takes great pride in helping business owner strive in all economic conditions. He strongly...

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 g...

I head up all of our customer facing efforts here at Jetpack Workflow and oversee our Success and Support Teams. We work with thousands of customers in 18+ countries and I love every one of them. I'm passionate about building long term relationships, solving problems, and bringing value to the world.

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 .