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

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 backgro...

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 u...

IT'S YOUR BUSINESS. YOUR PROFIT SHOULD COME FIRST. We 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 accounting firm you actually fattene...

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 compan...

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) Microsoft Excel, Data Import/Expo...

I joined Acuity to translate accounting for entrepreneurs. I do that by helping navigate tax and accounting rules and speaking entrepreneur, not accountant, but now most people just want to chat me up about cryptocurrency and blockchain. I run the sales and marketing teams at Acuity where we are trying to see how many entrepreneurs we can help get a handle on their finances. I like to volunteer in...

I'm a Certified Financial Planner with more than ten years of experience in the tax and investment industries. As the co-founder of Brooklyn FI, I specialize in helping tech professionals and business owners grow and manage their wealth. After graduating from the University of Mississippi with a master's degree in Accounting in 2010, I started my career in public accounting. After spending seven y...

Hey there. I'm Ryan. I'm a CPA, but please don't call me an accountant! I much prefer innovative technologies and disruptive business models rather than numbers. In 2013, I started a 100% online accounting firm called Xen Accounting. A first of its kind in Canada, it was totally virtual, focused on automation and was comprised of a remote team of geeky CPA's, bookkeepers and technologists. After 5...

John Warrillow is the founder of The Value Builder System™, host of Built To Sell Radio, and author of the bestselling books, Built to Sell: Creating a Business That Can Thrive Without You, The Automatic Customer: Creating a Subscription Business in Any Industry, and The Art of Selling Your Business: Winning Strategies & Secret Hacks for Exiting on Top.

Founder of Satterley Training & Consulting LLC, a firm dedicated to helping accounting professionals gain the skills and confidence to explore and adopt new accounting technology. Founder of Satterley Accounting Services, a bookkeeping, and tax firm located in Rhode Island, providing clients order, simplicity, and clarity in their financials. Co-Host of The 'Appy Hour with Liz and Heather, a bi-mo...

I am a Certified Public Accountant (CPA), a Certified Financial Planner (CFP©) and am designated as a Certified Fraud Examiner (CFE). I have over 20 years of tax planning, accounting and financial planning for high net worth families, corporations and trust and estate planning clients. I also specialize in business succession planning, financial due diligence for corporate and personal acquisition...

Cannabis is the #1 growing industry in America, and as such the demand for accounting professionals to help financially manage this type of business has skyrocketed. This is because there are a number of unique and complex accounting challenges that companies in this field must overcome in order to be successful. As such, very few accounting professionals are qualified to take on this type of work...

Some would consider Brannon, the head coach of accountants. He knows the key plays. The calls. The drills. But most of all, he knows how to help accountants win! For more than 20 years, Brannon has worked in the accounting field, with the last decade focused on assisting accountants in writing their next chapter in life by navigating how to buy and sell accounting firms successfully. He is also th...

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...

What is The Largo Group? In musical terms Largo means methodical. The vision for our company is to offer a methodical approach to accounting and tax services so that the business owner has the key information they need in real time. The Largo Group was founded by Anne Gannon, CPA in 2016. Anne has 15+ years experience and began her career as a CPA with a big-five accounting firm in Boston, MA wher...

Aly & Andrew's All Aussie Accounting Adventures + CAANZ Acuity podcast host, 2021 Partner of the Year & Overall Excellence Awards + 2019 Women in Finance Small Business Adviser & Principal of the year awards + Top 50 Woman in Accounting & 2018 SA SMSF & Accounting Professional of the Year, Partner of the Year and Overall Excellence Awards and Founder of one of the Top 50 Cloud Accountants in Austr...

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...

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...

Hannah Stricker, Founder of Bookkeeping Solutions of Traverse City, knew she didn't want to work under the overlords forever. For 25 years, she toiled in major accounting firms and also a decade in the local sector. But, her destiny was CEO of her own accounting firm and she needed to make it happen. "It's a scary leap," she says and you can't blame her. Casting out to the unknown shouldn't be tak...

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. Duri...

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 backgro...

"Don't want to pay taxes? Easy. Just stop making money." This used to be my response to people complaining about taxes. Way, way back in the day before I knew the real real about how to leverage the Tax Code to build wealth and reduce your tax burden "at the same damn time". Now, I know better. Now I know that the Tax Code has opportunities for tax reduction strategies all "up through there". Now...

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 f...

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...

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 rea...