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

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 clients. Secure your own wellness and goals. Read the full summary on our blog at jetpackworkflow.com/blog/prepare-for-2021-in-accounting

★ 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 the Manufacturing Industries? I help driven and restless professionals and executives become more effective leaders by unveiling their blind spots and discovering why they keep making the same (bad) choices. How? By showing them how to improve their Judgment Quotient (JQ)® — and make choices that are aligned with their values and goals, instead of working against them. "If you help them see it and feel it, they will fix it." ★ Want to Learn How ★ Please contact me at krishna@krishnapendyala.com or 412-301-5123. For more information visit choiceladder.com or krishnapendyala.com ★ What Clients Say ★ “Krishna

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 a BS in Finance at UT Arlington. After realizing a zeal for taxes, she began working at Deloitte Tax while pursuing a MSA at Southern Methodist University. Her passion to combine technology with unparalleled client service came to light at age 27 as one of the youngest female CPA firm owners. At the same time, Jackie became a best practice consultant at conferences and accounting firms across the nation. Wanting to harvest drive and opportunity for others, she works with local nonprofits to mentor those less fortunate in their education, career, and business ventures. Jackie also has two young children and and lovi

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 driving profitability.  Shawnna and her team have managed over $60 million in assets across their client base and negotiated and implemented strategy, saving companies over $1 million over the past six years.

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 services include: -Clean-Up - sometimes you don't always get off on the right foot when it comes to the financial side of your business. Here we help clean up any mess and set your systems up the right way going forward -Stabilize - once things are cleaned up and functioning properly, we will serve as an attachment to your team, virtually handling the numbers side of your business and providing meaningful financials that help you, not confuse you -Advise - once your business hits a certain size, you need more than just a team of accountants giving you the right numbers. You need an outsourced CFO to help you understand e

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. With our proprietary system, we educate and empower you to understand your bookkeeping reports and your business cash flow to guarantee profitability. Go back to doing what you love in your business and kick back knowing you’ve handled the money stuff like the CEO that you are. Whether you need a bookkeeper, have a bookkeeper, or ARE the bookkeeper - I can help. WHAT MAKES ME UNIQUE: Unlike many business consultants, I am not a corporate-world escapee. I know how small business works because I am a small business. Together, we will organize your systems so they make sense to YOU, not just your accountant. You

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 Influential Person in Accounting for the sixth year by Accounting Today Magazine (His fourteenth year on the Top 100). He was one of the first five thought leaders inducted into the Accounting Hall of Fame (2015) by CPA Practice Advisor. Linked-in recruited Tom as one of their Top 100 Influencers and he was named to the Top 25 Influencers in Learning by HR Examiner. He is known for his prolific digital footprint and now has over 780,000 followers on Linked-in, Twitter and other social accounts. Tom is on a mission to help CPAs, Finance and Accounting Professionals thrive in these times of exponential change. He firmly

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 and starting Hudson Business Advice and Minerva Accountants which are both entirely cloud based. Speaker and writer on a variety of business growth topics beyond the confines of traditional accountants. ‘The Numbers Business: how to grow a successful cloud accountancy practice’ won the specialist category in the Business Book Awards 2019. Co-author of the annual Bloomsbury 'Tax Planning' manual. ‘Growing by Numbers: how to scale up your small business’ was published June 2020 Online courses are available for The Numbers Business, Finance for Business Owners, Growing by Numbers, and the ScaleUp Blueprint. Passion

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 entrepreneur, executive, and author, David specializes in helping small businesses grow rapidly to the next level by implementing powerful financial and business development strategies. He is a graduate of The Ohio State University, the Sandler Sales Institute, and the E. M. Kauffman Foundation's FastTrack Entrepreneur Training program. Five times -- most recently in 2019 -- he has been recognized as a "Fast 50" award recipient for building fast growing new companies. In 2012 Business Leader magazine named him a "Top 50 Entrepreneur" in Charlotte. He has taught international business planning within the top-10 ranked

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 companies. He is now dedicated to making sure the clients he works with have similar information and tools to enable them to make the best decisions for their businesses.

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 fattened your wallet? My firm does just that. Yes, we are excellent at bookkeeping and accounting, but you should expect that from anyone you work with. What makes us different is that we drive profitability in your business. We are certified in the Profit First method, have direct hands-on experience increasing profits for multiple businesses, and have access to profit specialists throughout the globe. What his 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 right now. Our commitment to each of our clients is simple. We take

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 charge higher rate so they can earn more, work less, and have the life of abundance they desire. My unique and proven sales system is currently helping CPAs add $10k to $50k in additional revenue every month. Over my 20 years in sales and entrepreneurship, I’ve sold everything from mortgages to paleo meatballs to million-dollar homes and have worked with multiple CEOs at billion dollar companies, landed contracts with national retailers like Costco and The Vitamin Shoppe, and even pitched my way onto ABC’s Shark Tank. My formula for success is a simple one: establish genuine and lasting business relationships, own yo

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 growing your business and allows you to be seen as the expert, not the always hustling salesperson. WHY IT WORKS: For decades the advice on how to generate referrals has been to “just ask.” But when you understand the human dynamic and psychology behind why referrals happen, you unlock the ability to generate referrals without asking for them. WHO I WORK WITH: I partner with business owners who build trust and form relationships with their prospects and clients including... Financial Advisors Attorneys Interior Designers CPAs Realtors Coaches/Consultants Small Business Owners SERVICES I PROVIDE:

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 to increase expertise and stand out from the crowd ✅ Create their Signature Framework to get better and more consistent results over time ✅ Build expertise in a narrow field to become an authority Many CPAs bring on new clients at double their rate, or get a vCFO clients inside 12 weeks as a result of working together. When CPAs make this shift, both the CPA *and their client* do better, with increased profitability and enhanced results for both. Also check out: ✅ SMART STRATEGY FOR CPAs PODCAST: Weekly episodes are packed with smart content and interesting guests to help you move your practice forward on yo

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 entrepreneurial bug at an early age. While his friends were off searching for jobs, he was out starting businesses. He began early (age 11) by selling his personal snacks at scout camp and, by age 17 he hired his friends to help him operate his landscaping business that earned him $10,000 for college. All in all, by age 20 he started and ran over $320,000 in businesses. During this time, he taught other college students to run their own successful businesses and received the "Entrepreneur of the Year" award from Young Entrepreneurs Across America. Now he's scaling Self Publishing School, a company he's built from 0 t

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 easier for online sellers and the accounting professionals that love them! Let us tell you how we can streamline your processes and allow you access to your business information from your phone, tablet or computer. Today's business owners are busier than ever and we want to help you the business owner focus on your passions. Let us take away the day to day logging, tracking and reporting that every business must do. We want to be your Trusted Advisor and help you succeed and grow your e-commerce business.

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!

►►► Do you sometimes feel like your business is an adult daycare centre? Are you constantly repeating yourself, fixing errors and trying to hold things together? What if it were possible to create a business that runs itself? If you're anything like many seasoned business owners, you've tried and failed to systemise your business. The reality is, your shiny business isn't as functional as it looks from the outside; it's unorganised, inconsistent and key-person dependent. The good news is, I can help. I run a company called SYSTEMology and we have developed a proven, step-by-step business systemisation framework – designed so that even the busiest business owner can deploy it. Quite literally, SYSTEMology is the system for systemising your business. Imagine, your business running like a finely oiled machine where your team members follow the systems and deliver your products and services to a high standard. It’s easier than you think. We’ve already helped hundreds of business owners like you - so let’s