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

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 th...

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...

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...

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

Paula joined Beaird Harris in 1991 and became a shareholder in 2002. She works extensively with start-up companies and small businesses, specializing in working with physicians, dentists, attorneys, franchises, and sales companies. Paula is active in our wealth management business and has a passion for helping our clients achieve financial independence. With her extensive tax background, she works...

Joel Sinkin is the President of Transition Advisors, LLC., a firm that exclusively consults on Mergers & Acquisitions for public accounting firms. He is an expert in practice evaluation, succession planning and transaction structure. He has personally overseen 900+ transaction closings of accounting firms since 1990 and was named one of the Top 100 Most Influential People in Accounting from 2012 -...

About his recent presentation at DigitalCPA:  The sale is complete and now you have to ensure the client stays excited about working with your firm. How long does it take to onboard a client? Who should be involved? How do you get the client to change to your processes and tools without overwhelming them with change? What are the systematized steps to onboarding? These questions, and others, will...

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...

Tim Shortsleeve CPA.CITP Less   "Focus, environment, results."  Tim Shortsleeve creates high performing organizations with these three words.  Having worked with a diverse range of clients, Tim knows that audit, tax, and planning issues are the easy parts.   Tim digs deep to understand his clients and guide them through the process of building a more efficient, healthy organization.  It's a collab...

Sandra is a visionary leader who is gifted with the ability to tackle emerging as well as future challenges. She works with a sense of adventure, preferring to focus upon the most essential facts in order to grasp a "big picture" view of any situation. Sandra relies upon her creativity and inspiration to cut through complexity and devise timely solutions while following her instincts to "keep the...

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 or...

Director of Technology & Marketing HPC Accounting & Tax July 2015 – Present (3 months) Greater Los Angeles Area Design and implementation of accounting technology solutions internally and for clients. Putting that knowledge to good use marketing HPC's wide range of cloud solutions. Co-Founder & CEO Cloudsourced Accounting LLC January 2013 – June 2015 (2 years 6 months) Greater Los Angeles Area Gre...

From Mike's Linkedin:::  A CPA and CVA (Certified Valuation Analyst) who specializes in the area of dental and other healthcare entities. I work primarily with privately owned practices and individuals and strive to become their most trusted financial advisor. We take a long-term approach to dealing with clients by billing them a flat monthly rate and often investing time over and above our agreem...

Carrie is a founding shareholder and President of The Whetstone Group, Inc. Since 2000 Whetstone has provided growth consulting services to hundreds of CPA firms, professional service firms, and companies in business-to-business markets nationwide. She has nearly 20 years of professional services marketing experience. Carrie helps clients: Determine how to best organize for growth and build a sust...

Bonnie Buol Ruszczyk has been a member of the creative and marketing services community for over 20 years and does not appear to be leaving it anytime soon. As president of bbr marketing, she has relished the challenges of entrepreneurship as she worked to grow and nurture a new business. Since the firm's inception in 2009, Bonnie has led the young company to become widely recognized and respected...

Darren successfully created a highly efficient and effective CPA firm in Bloomington, Indiana. As a result of his successes in building and managing his CPA firm he has become a sought after speaker at many national conferences. Darren created an organization called RootWorks LLC to help other accounting firms around the country move their firms into what he calls the "Next Generation Accounting F...

Sarah Johnson Dobek's Profile Thank you for wanting to learn more about me! I am passionate about helping accounting firms, state CPA societies and vendors to the accounting profession grow. Through my experience as a former accounting firm marketing and hr director as well as through my role as an advisor to CPA firm leaders, I have learned that for firms to grow they have to do two things well-...

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 Account...

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...

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 proprietor...

About Me! Jody Padar, CPA, has emerged as a "feeling leader." That is, a leader driven by a passion to foster real change in the accounting profession. Jody represents the next generation of accounting professionals and is in the vanguard of the new movement of "digital CPAs." She has joined with other future-thinking leaders and vendors to spread the word and educate the profession on its natural...

Chad is a partner at LiveCA LIVECA LLP is a 13 person firm committed to providing a progressive approach to accounting with a focus on entrepreneurs and technology professionals. Our concept is to allow greater accessibility to information and advice by connecting clients online directly to a chartered accountant from the comfort of your home or office.  With the wide range of online tools availab...

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,...

LIVECA is committed to providing a progressive approach to accounting with a focus on forward thinking entrepreneurs. The concept is to allow greater accessibility to information and advice by connecting clients online directly to a chartered accountant from the comfort of your home or office. With the wide range of online tools available in today's marketplace, our goal is to help clients shift t...