Growing Your Firm | Strategies For Accountants, Cpa's, Bookkeepers , And Tax Professionals

Chief Marketing and Head Bottle Washer. Enjoy working with thousands of small accounting firms in North America ranging from website development, outsourced marketing, to marketing partner. Build Your Firm excels at accounting niche development so you can develop a competitive advantage and reduce price competition. In a nutshell, I am passionate about marketing and building businesses. I've been doing marketing for 30+ years and still enjoy helping accountants develop amazing practices that are worth more (higher multiple when you sell).

The most professional accounting outsourcing partner to help you build and grow an offshore team. The experts to select and develop your best people. We live and breath the accounting industry only. Everything we do is about making your life easier. We understand the value of your time and the trust your clients place in you. Our eco-system provides people experience,professional development, technology, security, peer to peer community, social impact and leading-edge facilities.

Want the perfect social media funnel? Grab yours here - https://www.leaders-online.com Are you a professional service provider who wants to grow their business? Let's see if I can help. Schedule a free discovery session here - https://calendly.com/leaders-online/marketing-discovery-call

Radio Talk-Show Host, The Soul of Enterprise: Business in the Knowledge Economy, heard on www.voiceamerica.com Writer, seven books published: Professional's Guide to Value Pricing (CCH) The Firm of the Future (Wiley) Pricing on Purpose (Wiley) Measure What Matters to Customers (Wiley) Mind Over Matter (Wiley) Implementing Value Pricing: A Radical Business Model for Professional Firms (Wiley) The Soul of Enterprise: Dialogues on Business in the Knowledge Economy Educator on pricing, trashing timesheets, firm of the future, leadership, ethics, economics, innovation and creativity, marketing, intellectual capital, knowledge management, and other topics. Specialties: Pricing, ethics economics, marketing, intellectual capital management, and leadership for professional knowledge firms--CPA, law, advertising, IT firms, etc.,

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 diary? And crucially would you like a way to do this that fits with your personality, and how you want to live your life? My methods are proven, highly effective and simple - all you need is 5 hours a week. If you are amazing at what you do, and want to get the higher value clients seeing you as the hero to their business, then I can help. If you need a proven process, accountability and coaching then my programs - Momentum or Velocity - will be for you. If you are: - starting a new accounting or bookkeeping firm and want to leave your day job - Already working with clients in your established firm but your re

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 areas of taxation and a subject matter expertise in State and Local Tax ("SALT"). Also a speaker, blogger, tax writer and columnist whose articles on technical tax developments have been published in the Journal of Accountancy, Journal of State Taxation, Bloomberg BNA’s Multistate Tax Report, IPT's Tax Report, and in other leading tax journals (See Publications section below). The author of "Minding Massachusetts", a quarterly column published by Tax Analysts in State Tax Notes. The creator/author/publisher of The State and Local Tax “Buzz” blog; the 'e-Commerce/Internet Sales Tax', 'Sales Tax for Foreign Sellers',

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 individuals and general partners in real estate syndicates and funds with reducing their tax bills and streamlining their accounting functions. We leverage technology and develop automated solutions to give time back to our clients. Check out The Real Estate CPA Podcast >>> https://podcasts.apple.com/us/podcast/the-real-estate-cpa-podcast/id1125252777

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 top tools, career advice, and job opportunities to help you build a remote and flexible accounting career that fits your life. You can also find me on Twitter.

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 multi-functional teams to ensure the attainment of established objectives. An integral leader who develops a clear vision to secure long-term organizational growth and success. Utilizes work expertise to serve as a board member of two non-profit organizations and as a volunteer mentor. Specialties: Leadership Training, Leadership Coaching, Sales Training, Christian Volunteer, Non Profit Board of Directors

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 best practices, and ranking them based on whether they help or hinder the goals of the owners or investors. For Companies and Divisions: I bring the CEO Boot Camp on-site with a program adapted to your goals, stage of growth, and specific situation. I get input from employees then develop a customized approach based on your company objectives. For Industry Groups and Conferences: I bring a modified version of the CEO Boot Camp to your event as a keynote, break-out, half or all day session. The audience leaves with a greater understanding of the CEO function and a specific, personalized action plan to apply as soon as

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 complicated business and marketing problems and help increase the impact of that most maligned character of all...the CEO. Author,researcher,strategist,consultant,producer,teacher or coach are all roles that fit well. Specialties: Strategy,marketing and branding for professional services firms.I'm especially interested in the challenges of accelerating and managing growth.

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 start Xen Accounting in 2013. The firm was one of the first of its kind in Canada. 100% online, totally paperless, fully cloud-based & leveraging the latest technology to automate processes for the firm and its clients. The firm was comprised of a team of geeky CPA’s, bookkeepers and technologists. We looked at what millennials (employees and clients alike) hated from the traditional accounting firm and turned that on its head to offer a new service in the country. After 5 short years, Xen Accounting was acquired by Equiom, an international corporate services firm, thanks in part to the tech-oriented, scalable mod

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 fee. But what about profit? What if at the end of the day, by working with your profit strategist, you actually fattened your wallet? My firm does just that. We are Certified Mastery Level in the Profit First method, have direct hands-on experience increasing the profits for multiple businesses, and collaborate with other Profit First Specialists throughout the globe. What this means is we have the strategies to make your business more profitable than it has ever been before. And we are ready to do it for you starting now. http://marcam.ca

 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 certificate in recognition of performance in the CPA exam

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 with Rochelle's tax expertise we offer the full services that so many businesses need. What could you do with a CFO in your corner?