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

Owner at LWS Tax & Accounting Services Springfield, Ohio

Expertise In QuickBooks Desktop, QuickBooks Online, Bill.com, SOS Inventory, Receipt Bank, Expensify, and Tsheets. Selected to the Top 100 Pro-Advisors, top 10 of 2015 by Insightful Accountant, Top 100 ProAdvisor of 2016 and 2017 by Intuitive Accountant

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

I am owner of Satterley Training & Consulting LLC, a firm dedicated to helping accounting professionals gain the skills and confidence to explore and adopt new accounting technology.  

Developer/Strategist/Entrepreneur delivering intentional solutions for success!

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 indust...

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...

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...

In this special episode of the  Growing Your Firm Podcast,  I discuss: How to onboard new clients to set you up for future success Steps to make sure each client doesn't become a headache later The art of setting expectations with your fresh, new client Why Having Steps to Properly Onboard New Clients is as Critical Than Ever   I hammered home in Part I of this special series that before you begin...

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 au...

Rob has forged a niche to be the world's foremost authority on how Accounting firms can achieve peak performance. Rob believes that Accountants are the natural trusted adviser to business. He believes that technology needs content and methodology to really be useful. He believes that Accountants are not that interested in the future they are interested in what they need to do NOW. He also believes...

Clayton Oates is a Business Efficiency Specialist and Thought Leader in the Accounting Technology Industry, with more than 25 years experience in the Accounting, IT Consulting and Bookkeeping industries in Australia. He brings knowledge and passion to the cause of helping small business owners and operators, Accountants and Bookkeepers build stronger businesses, with systems that are simple and ef...

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 au...

CEO and Founder - Woodard Consulting and Woodard Events - Intuit Premier Reseller, QuickBooks Consultants and Mid-Market Inventory Management Consultants - Atlanta Georgia Host - "Scaling New Heights" - An Advanced Training Conference for QuickBooks ProAdvisors Host - Woodard Network - the world's largest independent professional network specifically designed for certified QuickBooks ProAdvisors C...

I assist small business owners, bookkeepers and accountants to adapt to new cloud accounting software in Australia. Through this we'll help you save time, grow your business, improve your marketing and more importantly attain a work-life balance you enjoy. In order to achieve your goals, you must be a leader and a believer. Your peers need to feel part of something real and exciting in order to su...

M.C. Johnson Enterprise LLC We acquire lower mid market companies as well as value add partnerships looking to maximize long-term business results. Our ideal partners are founders and family businesses looking for exits due to retirement or other business opportunities. We also seek partnerships with entrepreneurs who have a deep desire to take their business to new levels and want to stay involve...

As Founder and President of SingletrackBookkeeping.com, I help small businesses use Cloud Technologies to get automated and go mobile. We are QuickBooks Online specialists and work with business owners to integrate their accounting with add-on apps from the "QBO" Ecosystem: online payroll & timesheets, bill pay, expense reports, document management and much more. We consult on building the best sy...

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...