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

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

I'm the CEO of Padgett Business Services, one of North America's largest tax, accounting and payroll advisory firms serving the specific needs of small businesses. I'm also extremely proud to be a Co-Founder and former CEO of Accountingfly, which is helping accounting teams solve their talent challenges by hiring U.S. based remote accountants. I live in my hometown of Pensacola, FL. Alum of Trilogy Software, Scient, American Express and Monster.com. Learn more at GoingConcern.com and Accountingfly.com

Specialties: QuickBooks ProAdvisor with expertise in setting up books from scratch. Patient teacher of recording transactions properly. Liason capabilities between CPA's and client management team - able to translate accountant-ese to plain English!

I help solo CPAs and partners in 1 - 5 partner firms get down to a 30-hour workweek without giving up a dime in revenue. WHAT DO I DO? I help my clients build Advisory & Consulting Services for their business owning clients, reduce workload dramatically, while increasing revenue *and* margins. Many of my clients generate $100K+ of *new* revenue in the first 6 months of working together, while simplifying their accounting practice. WEBSITE - SheThinksBigCoaching.com PODCAST: SmartStrategyforCPAs.com Email me to connect: geraldine@shethinksbigcoaching.com

Don’t wait until it’s too late. Take Ken Pyle’s advice today and follow the necessary steps to protect your firm from cyber attacks.   He’s discussed everything you need to know in this podcast: https://jetpackworkflow.com/blog/accounting-firm-security-from-cyber-attacks-ken-pyle/

Generating the right leads can’t be done with shortcuts. It takes building a brand to attract the best clients.    Find out how in this episode of the Growing Your Firm Podcast: https://jetpackworkflow.com/blog/3-ultimate-tips-build-accounting-firm-brand/   #GrowingYourFirmPodcast

Byron Patrick, Managing Director of Network Alliance, knows how to stop accounting firm hackers from breaching your information (and your clients). Unfortunately, most accounting firms feel they're invincible and don't take the necessary precautions.  On this episode of the Growing Your Firm Podcast, we will delve into: How to find your "hedgehog" as mentioned in Good to Great by Jim Collins. The two critical areas to study in your firm before adding another application. One quick trick that could stop accounting firm hackers for good. Listen to the full podcast to learn more! https://jetpackworkflow.com/blog/stop-accounting-firm-hackers/   #GrowingYourFirmPodcast

In our new Growing Your Firm Podcast, we sat down with Shannon Hay of Live Oak Bank to get a behind-the-scenes look at financing an accounting firm acquisition.    He explained everything from the nitty-gritty details of financing to things to keep in mind before making the acquisition.    You can listen to the full podcast here: LINK   #GrowingYourFirmPodcast

On this episode of the Growing Your Firm Podcast, we were joined by the Workflow Queen, Alyssa Lang!   She provided some royal advice for creating and implementing workflow processes that will help you scale your business.    Listen to the full podcast here: jetpackworkflow.com/blog/alyssa-lang-workflow-queen

Jason Parr’s growth into the CEO position at Peisner Johnson has created a new style of branding, established a unique way of catering to customers, and even improved employee experience.    To learn more about Jason and his journey to accounting firm CEO, listen to the latest Growing Your Firm Podcast!    jetpackworkflow.com/blog/jason-parr-accounting-firm-ceo

In the new episode of the Growing Your Firm Podcast, Gretl Siler returns to continue the conversation from her first appearance by sharing details about her proven-for-success acquisition process, the current lack of available talent in the accounting world, and some quick tips for anyone looking to acquire a firm.   Be sure to listen to the full podcast!    jetpackworkflow.com/blog/gretl-siler-accounting-firm-acquisition

Are you sharing the content on LinkedIn that provides value to your customers and drives sales?    Find out by listening to our NEW Growing Your Firm Podcast! We hear from Stephen G. Pope as he shares everything from tips for scriptwriting, what to include in each of your posts, and how to create strong video content.     You can listen here: jetpackworkflow.com/blog/stephen-g-pope-linkedin-accounting   #GrowingYourFirmPodcast #socialmedia #videocontent #contentmarketing

Hector Garia, the Founder and Principal Accountant at Quick Bookkeeping, and David Cristello, CEO of Jetpack Workflow sat down to discuss how Hector has found success in teaching DIY training sessions, sharing content to YouTube, charging $350/hour for initial consults, and shifting his mindset about value pricing.    You can listen to the full podcast here: jetpackworkflow.com/blog/get-consulting-clients-accounting-firm-zero-marketing   #GrowingYourFirmPodcast

Growing Acuity into an $8.5M/year firm has definitely presented challenges but by prioritizing the team, using a different approach to sales, and focusing on growth Matthew has found his way.    To learn more about how Matthew has propelled Acuity’s success, listen to the full Growing Your Firm Podcast above!    jetpackworkflow.com/blog/matthew-may-accounting-mistakes

On this episode of the Growing Your Firm Podcast, Shane Mason gives us a look into launching services, working with a co-founder, remote work, service pricing, and shifting to a growth mindset.  His 100% YoY growth since 2014 is enough to prove his credentials.  Listen to the full podcast here: jetpackworkflow.com/blog/shane-mason-financial-planning #GrowingYourFirmPodcast

There are three emerging business models in the accounting space, and in a remote world, online education is primed for a takeover.  Ryan Lazanis joined the Growing Your Firm Podcast this week to explain how this new model can be implemented and why it can be successful.  Listen to the full podcast to learn more!  jetpackworkflow.com/blog/ryan-lazanis-disruptive-business-models #GrowingYourFirmPodcast

This week on the Growing Your Podcast, John Warrillow, best-selling author of Built to Sell, joined us to provide some incredible insight into what to do to prepare to sell your firm, the importance of niching, steps to productize, and how to add value to your firm before you sell.   To learn more, listen to the full podcast here: www.jetpackworkflow.com/john-warrilow-selling-accounting-firm   #GrowingYourFirmPodcast

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-monthly webinar series dedicated to educating accounting professionals about the latest trends in accounting technology and automation techniques. https://heathersatterley.com

In our latest podcast, we sat down with Craig Hausz who explained the three principles behind a successful 12 person accounting firm: a well-designed interview process, a team-based culture, and a system for tracking growth.  You can list to the full podcast here: http://jetpackworkflow.com/blog/craig-hausz-hiring-principles #GrowingYourFirmPodcast