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

Andrew Hunzicker, founder of Dope CFO - a program for accountants looking to specialize in the cannabis industry, joined us on the podcast! After working for a Fortune 500 and other large organizations, he began working part-time for smaller organizations when he realized the benefit of selecting a single industry to build his client base around. Now, Andrew swears the success of his career is a result of niching down. He believes choosing a niche and sticking with it will build a successful career, allow great clients to find you, and leave you less stressed because you will be an expert in one industry rather than knowing the surface of multiple industries.  For more information about DopeCFO and Andrew’s career success, enjoy the podcast: jetpackworkflow.com/blog/andrew-hunzicker-avoid-bad-niche #accounting #finance #smallbusiness

Whether you want to sell your accounting firm or not, understanding the dynamics behind valuation is crucial to success. Our latest podcast interview dives into the industry trends in cloud accounting, and the type of changes firm owners are making to succeed in 2021 (and beyond).  See what it’s all about in our interview here: jetpackworkflow.com/brannon-poe-covid-impact-acquisitions

After cutting clients and figuring out who her ideal client was, Jackie Meyer was ready to focus on her business. Jackie says tax planning consulting is the EASIEST way to show ROI to a client, hands-down. “You are doing a tremendous service to your clients and it’s a service they understand --- it saves them money.” Catch up with Jackie on the podcast: https://jetpackworkflow.com/blog/how-to-add-revenue-tax-planning-services/   #roi #cpa #accounting #taxplanning 

Anne Gannon, founder of @The Largo Group, joins us on the podcast this week! The Largo Group provides innovative accounting and bookkeeping services to businesses and individuals.   Since 2016, The Largo Group has seen huge success,  growing its revenue by 75% YoY over the last five years. In this podcast, Anne will explain how The Largo Group got started, how she tapped into a unique growth channel, how she’s grown during COVID, and how she builds and maintains strong client relationships. https://jetpackworkflow.com/blog/anne-gannon-growth-channel #accounting #bookkeeping #restaurantaccounting  

Did you catch the latest Growing Your Firm podcast episode? Aly Garrett of @All In Advisory named on the top 50 cloud accountant list, gives us insight into how networking leads to success, how she educates clients and builds credibility, and how she grew a well-run team. jetpackworkflow.com/blog/aly-garrett-scaling-your-firm

After 10 years of hard work, over 100 high net worth execs as clients, and a dozen staff members, Jackie Meyer has successfully transitioned to running her firm working just four hours a week. In this podcast, Jackie gives insight into knowing when it’s time to step back, how to prepare your firm for fewer hours on your end, and the art of mastering time blocking. https://www.linkedin.com/in/jackiemeyercpa/ #timemanagement #accounting

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 (Human Capital/Employees) – “People Who Need People” like me to help them figure out why they are “The Luckiest People In The World” 3. E-Money (Credit Cards) given to employees to purchase supplies in the field 4. Physical Cash (Inventory) stored in vehicles and used in the field 5. Paid by project and/or contract You can find these books in section HVAC, Plumbing, Electrical Contracting, Pest Control, Landscaping, Cleaning, Transportation, Logistics, Hauling, Home Repair, Roofing, Gardening Also exploring Hash and Oil & Gas supplier books. Schedule your Free Consultation https://helpmeMBAS.as.me/

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 taken lightly. For two years she thought about making the jump. At her local firm, it was a 'cushy job' with benefits and a near 6-figure salary. She loved her colleagues, her clients, the work, her pay. All she was missing the sweet taste of entrepreneurship. Finally, in September 2017, she started her own firm. Before she left, she had 6 months of savings set aside. So, even if she didn't make a dime for 180 days, she'd be okay. Because after 4 months she would know if it would work. If it didn't, she had two months to try and find a new job. On top of that, she saved $12,000 for office supplies, software, a computer,

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. During her career, she would often share financial advice with family and friends but began to realize that not only did most of them lack access to the best personal finance information but also their busy family lives meant they just didn’t have the time to pull it all together on their own. So, she decided she could make a bigger impact by starting her own firm. Anjali utilizes her expertise in tax and finance to empower her clients to discover and reach their life goals while building a stable financial future. Anjali hosts the Money Checkup podcast - a semi-monthly checkup that discusses the many facets of financia

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 background in (lean, cost-effective, measurable, value-driven) marketing, specifically for small businesses, entrepreneurs, and startups.

"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 don't get me wrong - the easiest way to cut your tax bill is to stop making money. No money, no taxes. But there's a much better way to still make money and reduce (not eliminate) your tax burden. After 12 tax seasons preparing income tax returns for everybody from low-income individuals to multi-billion dollar corporations, I’ve decided to switch gears and focus on teaching small business owners how to proactively reduce their tax burden with comprehensive tax planning. As a Certified Tax Coach, I now help people keep more of their hard earned profits in their pockets and out of Uncle Sam’s hands using the same

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 free and have the business they dreamed of from the beginning.

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

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 really need? What should our profit margin be and how do we get there? Do we have too much staff or not enough? Which customers or product lines are generating the most profit? These are just some of the questions we help the business owner answer. Our dedicated Virtual CFOs along with a team of accountants work with the business owners weekly to generate a game plan and then work hand in hand with the company to achieve victory. Give us a call at (260) 497-9761 or email me directly at jody@summitcpa.net to see if Summit CPA Group would be a good fit for you and your company. 

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 parents’ small business. After studying accounting and business management, she worked as an accountant, controller, and recruiter before moving on to co-found two successful companies: Twenty Eighty, an advisory accounting firm, and Helm, a cash flow forecasting app. She also started Empowering Tana, a non-profit benefiting girls and women with autism, and created the Video Per Day Experiment, a 30-day challenge designed to help professionals break out of their comfort zone and discover their voice. If that wasn’t enough, in her spare time she’s also an ultramarathon runner. Now Twyla is bringing her vast energy

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 his career in public accounting as an auditor with Ernst & Young, before working for several years in auditing and tax preparation for the regional firm of Elliott, Davis & Company. Subsequently, Brannon became a shareholder in a privately-held, family-owned business and a founding shareholder in a successful start-up manufacturing company. This breadth of experience­ — with companies large and small — has helped Brannon excel in efficiently and effectively facilitating hundreds of successful accounting practice transitions. Quarterly business coaching classes and continually investing in consultative and

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's program, we're trying something a little different: the 3x3. The guest shares 3 trends and 3 tools for the accounting industry!

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 helping high ticket coaches, consultants, service providers, and service based business offering online training programs. And we help to fill their program with more new clients than they can handle! Here's why we are different... **** Guaranteed Results **** Exclusive to high ticket entrepreneurs **** EXTENSIVE training to build a better business so your advertising becomes more profitable (better advertising has nothing to do with improving your ad campaigns.) **** Fully trackable ROI - you will never not know where you stand from an ROI standpoint with us - every lead is tracked and you will always know how t

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 business owners and individuals with complex situations reduce their overall tax burden. 

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, succession and compensation plans. A sought-after strategic adviser, Ira is a trusted resource on effective accounting practice management, and firm mergers and acquisitions. He is also an effective writer, presenter, and keynote speaker on professional service firm success. His engaging style and deep insights have earned high ratings from audiences. He is passionate and committed to sharing success secrets. Emphasizing practical and realistic methods to increase operational effectiveness and create strategic advantages are the hallmarks of Ira’s approach. CPA firms turn to Ira and Optimum Strategies when needi