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

Recognized as one of the Top 50 Women in Accounting, Twyla Verhelst is known for leading the charge when it comes to advocacy, change, and community in her industry and beyond. She's an experienced CPA and tech entrepreneur with a passion for helping others find and leverage their confidence. Twyla's fascination with finances began when she was only nine years old, manning the cash register in her...

An author and experienced intermediary specializing in the sale of accounting practices, Brannon has a unique ability to help creatively integrate information to develop clear, focused plans. He helps clients implement these plans to achieve their most important goals. An Ernst & Young alumni and scholarship recipient and magna cum laude graduate of the University of South Carolina, Brannon began...

Jason Staats is a principal at Brenner LLP and is the founder of Launch FA and the Realize Community. He's focused on building better tools and solutions for modern accountants and firms, as well as building a future of accounting and small business with "no code." In today's show, Jason shares three key trends and tools he believes are changing the shape of accounting and small business. In today...

Get new high ticket clients for your coaching or consulting business EVERY month with our GUARANTEED RESULTS marketing programs... Are you tired of marketing agencies over-promising and under delivering? Are you tired of being sold fluff and interested in generating ACTUAL clients? Then we'd love to talk with you about how we are generating REAL results for your online programs. We specialize in h...

CPA specializing in complex tax planning and virtual CFO services for startups, entrepreneurs and high growth individuals. A leader in finding creative solutions to today's complex tax and business environment. As one of the only Certified Tax Coaches in Massachusetts, licensed by the American Institute of Certified Tax Planners, I specialize in using advanced tax reduction strategies to help busi...

A strategic adviser to hundreds of CPA firms in the Mid-Atlantic region, Ira works vigorously to strengthen firm performance. Noted for his probing and conversational approach, Ira created Managing Partner On-Call, a coaching process to help Managing Partners make the right impact and test their ideas. Optimum Strategies' primary focus is on strategic advancement, profitability enhancement, M&A, s...

David Cristello, Founder & CEO of Jetpack Workflow and host of the Growing Your Firm Podcast, offers observations of 2020 and predictions for how best to prepare for 2021 as an accounting firm owner. In 2021, these are the 3 main buckets for industry-leading accounting firm owners to secure for a great year: Secure a margin of safety for your firm. Secure opportunities to serve existing and new cl...

★ 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...

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...

Shawnna Weber is the host of Faces of Finance Podcast and the CEO of Edgewood Business Solutions, a business consulting, accounting, and bookkeeping firm that challenges the traditional transactional model of financial management. She founded this company in 2011  with the goal of developing a long-lasting consultative relationship with clients that allows them to decrease their expenses while dri...

Are you looking for an accountant who genuinely cares about you and the success of your business? *HERE IS HOW I CAN HELP* I help entrepreneurs with growing businesses develop and maintain the right financial systems and strategies that release them from the burden of handling the numbers side of their business while showing them how to maximize profit and minimize taxes. At a high level, my servi...

I love working with great people to pull off improbable outcomes with limited resources.  

I help right-brained business owners get at-a-glance financial clarity without spreadsheets using the Profit First cash management system. If you don't understand your finances, things can go very wrong. You might miss out on opportunities because you aren't sure you can afford them, you might overpay or underpay your taxes, or you might just plain run out of money before you even notice a problem...

CEO of award winning Xero bookkeeping and financial reporting firm Bean Ninjas. We take the stress out of managing business finances, so entrepreneurs have the freedom to live happy, healthy, productive lives. We love working with COACHES, BLOGGERS, ECOMMERCE AND SERVICE BUSINESSES.

"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 Influ...

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...

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 entr...

Jamie graduated from the University of Northern Colorado with a Bachelor's degree in Accounting and soon thereafter obtained his CPA license. During his career, he has spent his time working with middle market and large companies, both as an auditor and as a corporate accountant. In this time, he gained a firsthand view of how important the financial numbers are to the decision makers of these com...

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 love selling…and I can help you love it, too. I've earned the nickname "The Pitch Queen" by helping entrepreneurs and accounting professionals learn how to sell high-value services to their dream clients - without feeling sleazy, pushy, or desperate. And I've even been told that I make selling fun! I show my clients how to have empowered sales conversations, own their value, and confidently char...

WHAT I DO: I help business owners achieve a referral explosion by teaching them how to execute on a simple, 5-step process to receive referrals without asking, without paying or without manipulation. HOW I DO IT: I show you how to identify and nurture relationships with your referrals sources plus plant referral seeds in an on-going memorable and meaningful way. This process saves you time in grow...

Both solo and partner CPAs are burnt out and fried from a killer tax season. They are desperate to get their time back, but do not know how. CPAs who work with me get their time back AND make more money. Most 8x their investment in the first 12 weeks, while cutting their client load. Fewer clients, greater income. Here's how: ✅ Shift from hourly to value-based fees ✅ Specialize inside a vertical...

Chandler is the author of 6 bestselling books including "Book Launch" and his most recent book titled "Published.". He's also the founder & CEO of Self Publishing School, the #1 online resource for writing your first book. Through his books, training videos, and Self Publishing School, he's helped thousands of people on their journey to writing their first book. Chandler was bitten by the entrepre...

I am a professional leader who has high integrity and a passion for Shopify and Amazon e-commerce businesses. Using my many years of experience I have partnered with Connie Smith to create Financly Business Solutions offering cloud based bookkeeping and business development solutions for small to mid sized e-commerce businesses. E-Commerce bookkeeping is hard! We are on a mission to help make it e...

A software developer with several years of experience in consulting and product development for the energy industry. After a brief stint in the Bay Area, I'm back in the energy capital of the world and looking to make it a lot more green!