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

I currently teach as an Associate Professor of Accounting, at Valparaiso University, Indiana. My taught courses consist of teaching undergraduate financial accountancy and Managerial accountancy, as well undergraduate Audit and Accounting Information Systems classes. By way of research I am a Critical Race Theorist who investigates the experience of Black accountants in in the profession. Future research goals include expanding my research to develop critical models and conceptual frameworks of multicultural diversity of accountants in government bodies and accountancy organizations in the United Kingdom and United States.

Christopher Mundon is the CEO and Co-Founder of Little Newt, a company whose goal is to develop and market a truly revolutionary federal income tax automation product. Leading the team at LittleNewt. LittleNewt is a tax preparation and practice management platform for independent CPA firms that enables real-time integration with their clients’ accounting systems, uses AI and automation to instantly create tax returns, and provides year-round, accurate tax information. If you’d like to connect with Christopher, you can visit his website, email him at cmundon@littlenewt.com, or send him a text at 512-318-3196.

Tom Wheelwright is a CPA, Founder and CEO of WealthAbility (Tempe, Arizona) and Best-Selling Author of Tax-Free Wealth. Wheelwright is a leading wealth and tax expert, global speaker, and entrepreneur. Tom is best known for making taxes fun, easy and understandable, and specializes in helping entrepreneurs and investors build wealth through practical and strategic ways that permanently reduce taxes. As a Rich Dad Advisor to Robert Kiyosaki (Rich Dad Poor Dad), Tom frequently speaks at conferences worldwide to entrepreneurs on these topics. His work has been featured in The Wall Street Journal, Washington Post, Forbes, Accounting Today, Investor's Business Daily, FOX & Friends, ABC News Radio, NPR, Marketplace and many more media. http://wealthability.com

Leader in QuickBooks providing Ongoing Services for Accounting, Bookkeeping, Catchup/Cleanup, Cash Flow Usage/Forecasting, and Training Nationwide. Since launching One 8 Solutions in 2001 and becoming a certified QuickBooks ProAdvisor, I developed a “client first” business attitude — always putting my client’s unique business needs first. Mostly, I am driven to continuously grow and improve my business skills to help my clients grow their business. Accounting and bookkeeping are two of the deepest levels of understandings of your business, and my team and I value that partnership. Our team seeks to understand the unique nature of your business to achieve improved results. We gather knowledge of your business’s inner working by conducting a detailed assessment. We do not just learn about the expenses and revenue, we also discover what is on the periphery that has a meaningful impact to your business success. For instance, we assess how you acquire your customer base, the systems you use to manage your busine

I help businesses scale and grow by implementing efficient business infrastructure, processes and systems. My team and I are experts at creating, documenting and implementing processes and procedures in small/medium size companies. We work with companies that want to scale and expand as well as companies that are gearing up for transition. You can reach me at 503.750.0955 or adi@BizSuccessCG.com

I’m an accountant who puts a smile on the face of small business owners with expert, jargon-free advice they can rely on. I save business owners money, help them maximise profit and cash, and put them in control of their finances. So why choose me as your Accountant? • Expertise - I've been doing this for over a decade. I've worked at both the 5th and 6th largest accounting firms, been Partner at another firm and now set up my own firm Raw Accounting...so I've probably seen another business in your situation before. • Relationships - I love nothing more than getting on the phone or in a room with my client and having a chat about their business. I'm the accountant you can talk to and actually understand. • Like minded - just like you, I'm a business owner first and foremost. I get your pains and I have a plan to solve them. But most importantly.... • Passion - I will leave no stone unturned in making sure your business is a success. So what do you get when you choose me as your Accountant? • Peace of mi

Passionate about innovation and the transformation of the accounting profession. Collaborating to build the future business model of a public accounting firm. The pioneer and industry expert in applying Lean Six Sigma, Project Management and Constraint Management principles within public accounting firms. 15+ years of experience working in and serving the public accounting profession. Master Black Belt in Lean Six Sigma. CPA Practice Advisor, 20 under 40 Superstars - 2016, 2017, 2018 Accounting Today Top 100 Most Influential - 2017

I help entrepreneurial accountants create generational wealth and impact, by systemizing how they attract and win the business of their dream clients. This is accomplished by delivering cutting edge online training material coupled with dynamic coaching experiences and by providing an incredibly high degree of accountability. After working with thousands of accountants, totaling hundreds of millions of dollars of new revenue billed and collected for my clients, I know what works and what does not in today's fast-paced digital age. Go to https://dreamfirms.com/ to learn more and begin the process of making your dream accounting firm a reality, today!

Founder of Full Stadium Marketing: A content marketing agency providing strategy, production and promotion to get your message to your audience. Currently serving clients all over the U.S. and Canada.

Working with some pretty great people trying to change the way accounting services are delivered to Canadians. We're always hiring for a few different roles. Check out our careers page to find out more. www.liveca.ca/careers On a more personal note, here are some pics as we travel North America full time in an RV: https://www.instagram.com/chaddaviscdn

LEARN TOP ECOMMERCE ACCOUNTING AND CASH MANAGEMENT STRATEGIES ► When you are running a 7-figure eCommerce business, you need clarity and confidence in your finances in order to make informed business decisions so that you can grow your business. Many sellers obsess over top-line revenue when they should be obsessing over their profit margins and cashflow. It doesn’t matter how great your sales numbers are if you are losing money on each order. Therefore, knowing your profit margins is key to staying in business for the long haul. Here are 5 actionable strategies for improving your profit margins: ❶ Get clear on your most and least profitable products ❷ Reduce unnecessary operating expenses across the board ❸ Create a strategy for improving profit margins for your least profitable products ➍ Maximize sales from your most profitable products ❺ Get better at inventory management When you do these right you’ll accelerate your ability to scale to 8-figures and put your business in a better position for

I help businesses scale and grow by implementing efficient business infrastructure, processes and systems. My team and I are experts at creating, documenting and implementing processes and procedures in small/medium size companies. We work with companies that want to scale and expand as well as companies that are gearing up for transition. You can reach me at 503.750.0955 or adi@BizSuccessCG.com

Business | Legal | Tax | Charity Lawyer | CPA | Advisor Cool buzzwords… but what do I really do? - I’m an architect; I help hopeful entrepreneurs plan and execute their dream businesses. - I’m a thrift store; I find tax savings you didn’t know were possible. - I’m an engineer; I help you design systems and processes that work for you so you can work on your business. - I’m a physician; I diagnosis legal ailments and prescribe practical steps to achieve realistic outcomes. - I’m an agent; I’ll help you make sure that you’re buying or selling the right business, the right way. - I’m a matchmaker; I’ll find you the right person to solve any problems I can’t help with. www.bossadv.com

I'm an entrepreneurial accountant and writer specializing in cloud accounting technology. I was honored to be named a "40 Under 40" in the accounting profession by CPA Practice Advisor in 2016 and 2017. I'm also co-host of the Cloud Accounting Podcast (http://www.cloudaccountingpodcast.com), a weekly news round-up for accountants, bookkeepers, developers, and anyone interested in the future of the accounting profession. Before joining FloQast, I worked as a Manager in the Outsourced Finance & Accounting division of Armanino LLP, California's largest homegrown consulting and accounting firm. I originally made a name for myself by founding and growing Cloudsourced Accounting, an online bookkeeping service with a mission to disrupt the business models of traditional CPA firms and freelance bookkeepers. The firm was an early adopter of cloud accounting apps such as Xero, Bill.com, and Expensify, which enabled my staff and clients to collaborate 100% remotely. Aprio Cloud acquired Cloudsourced Accounting in

Go to www.completeadvisorysolution.com and watch the video What is Advisory If you want to talk to someone who knows what they are talking about and has been there and done it and isn’t going to talk a load of stuff and nonsense then reach out and connect on LinkedIn MD of F3C Advantage Limited where we work with accountancy practices of all shapes and sizes If you want to get serious about developing Advisory Services contact me I also hold several consultancy and NED roles with a number of SME’s I’ve been the New Business Director in a Regional Practice where we tripled the GRF of the office in two years by focusing on an Advisory Led approach. And an Advisory Partner in a Top Ten Firm where I trained over 100 partners and managers in the nuances and practicalities of client advisory before setting up F3C. So, I reckon I’ve got a pretty good fix on what clients want from accountants plus a pretty a good fix on what accountants feel about Advisory and why to date so many dabble rather than get serious

"Accountants change lives, but not by producing a set of accounts" This philosophy has driven everything I work towards. By way of background I qualified as an ICAEW Chartered Accountant and a Chartered Tax Adviser. I started with a regional practice, Rabjohns LLP (now Bishop Fleming) in Worcester before joining Ernst & Young and KPMG where I worked up to management. After over a decade of professional experience, I decided to develop a professional accountancy outsourcing company and this has been a driving passion since I started the business in 2003. I am permanently based in the UK and available for our clients to speak to about their customer experience. We enable forward thinking accountants in practice increase profits and deliver better service to clients by delivering accounting and tax compliance services from our offshore centres, enabling firms to deliver more value-added services. Our World-Class delivery systems ensure that firms receive consistent service. We also provide back-office

Exclusive mentoring and training for accountants, business advisors, and consultants. Discover the proven methodology that generates better clients, gets you 10 hours a week back, systemises your practice and enables you to scale.

Hi I'm Rob Brown, former high school math teacher, kickboxing blackbelt, stroke survivor, chess fan, part-time musician, teetotaller and committed Christian. Most of my work is in the accounting/CPA/fintech world in these 6 areas: ❶ BD/SALES TRAINING. Online webinars or in-house business development programs that train accountants/CPAs to become confident, effective and strategic work winners. Growth related sessions include prospecting, referrals, pipeline, cross-selling, personal branding, pitching, networking and closing. ❷ EVENT HOST & MODERATOR. Professional MC, event host, moderator, interviewer and chair for F2F/virtual conferences, summits and panels in the accounting and fintech world. Throughout the pandemic, I chaired 24 virtual panels with leaders of global accounting networks and alliances to discuss the key issues and challenges. View them here: https://bit.ly/acc-panels ❸ ACCOUNTABILITY COACH. 1-1 career mentoring for accountants/CPAS to ensure they hit their goals and accelerate their c

We help accounting/ERP software companies build automation solutions for data-entry from financial documents. Real-time, 100% algorithm driven delivery. Embedded in the UI of their software. https://developer.azora.one/

Partnering with a global network of Accounting Firms in providing the most advanced IT services and products specific to the industry.