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

An award-winning entrepreneur and finance executive, Chris has over a decade of experience leading businesses across industries to financial success. He brings exceptional skills in financial planning and budget management as well as talent recruitment. Chris launched his own business in 2014 and saw it surpass corporate growth projections by 40 percent in a single year. In previous roles, he served as a Strategic Sourcing Specialist and Senior Financial Analyst. He is known for working closely with senior management to build and execute more effective business plans and operational strategies. Chris holds a BS in Finance from the Pennsylvania State University.

In two years, clients in our 2X Growth Accelerator and Machine programs have generated over $172 million and counting... Now we've put the best strategies and methodology that is working day-in and day-out into our brand new book: From 6 to 7 Figures Get it free here: 6to7Book.com/FREE At 2X, we help 6 and 7-figure entrepreneurs optimize their operations and team, get free from the day-to-day grind, and SCALE faster than ever. We know that the best path to what you want from your business — the freedom, the income, the growth you know is possible — comes from having your business be a repeatable, scalable Machine. You don’t need more stuff to do. You need to the right systems and strategies to get you free so that you can work “on” (not “in”) the business. You can see more about some of our Results here: https://scale2x.com/Results Shoot me a message. Happy to see how we can help you scale! And definitely snag your copy of the book. I think you'll get a ton out of it: 6to7Book.com/FREE

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

Brian is the Managing Director of Interchange Capital Partners. In this role he oversees strategic initiatives of the company with a specific focus on the Family Business and Entrepreneur client segment. His focus is on helping owners think through, build and execute on a value acceleration and transition strategy for the shareholders. He believes that at its core exit planning combines the plan, concept, effort and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer, and social capital. The future of each owner, their family, and their business are addressed by exit planning through creating value today. Brian is also the President of the Pittsburgh Exit Planning Chapter, which he helped found in 2019. The chapters mission is to give business owners a forum to get educated on true exit planning – how to build a valuable and transferable business through a proven process. He graduated from Penn State with a Bachelors in Psychology and a mi

As a Lean Six Sigma Black Belt, I help accounting firms challenge the status quo by leading process improvement initiatives that result in increased profitability and client satisfaction. I also facilitate the development and cultivation of future firm leaders in the areas of People, Planning and Processes. Internally, I blend concepts from Lean Six Sigma and leadership development to drive innovation and continuous improvement within our company. I also enjoy the opportunity to share knowledge through regular contributions to the Boomer Bulletin and other industry wide publications, as well as public speaking at industry conferences. I am passionate about helping achieve Boomer Consulting, Inc.'s mission to make our clients and our team successful and future ready!

Discover how to dramatically boost your accounting firm profits while working less hours. ► Do you want to grow your accounting firm, increase profits and create efficiencies? ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Your ability to structure your firm properly, to speed up workflow and reduce time spent on every project is your competitive advantage in growing your business. I work with Accounting partners in 1-3 partner firms to drive EXPONENTIAL business growth. Click here >>> https://robnixon.com/ ► What do you need help with? ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ✔️ Make More than $1M per year ✔️ Reduce Partner Hours ✔️ Grow your accounting firm ✔️ Improve workflow ✔️ Attract A-class Clients ✔️ Optimise your Accounting Team ► What is our offer? ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Since May 1994 I have been working with Accountants all over the world, teaching them how to dramatically boost their profits while working less hours. I have personally coached accountants at over

Taxes are annoying. Finances can get complicated. Especially, when you're a full time traveler living and working out of your RV or luggage bag. There's a lot of grey area for folks like us. I'm a digital nomad CPA. I've been traveling the US and abroad out of a backpack, campervan, and now RV. I get the lifestyle of always being on the move. Let's work together to get your unique situation figured out, so you can carry on to your next adventure.

A RADICALLY DIFFERENT WAY OF APPROACHING SALES Sales is about relationships, and relationships are the new currency. Selling isn’t about pushing. Or pulling. Success in sales is the result of connecting with authenticity, coupled a willingness to care more about your client than yourself and expertise in your products and/or services. Sales is my “zone of genius.” That wasn’t always the case. Like many people, I am an introvert. So, the thought of traditional “selling” used to make me uncomfortable. Very uncomfortable. And since my first job out of college involved sales, I needed to find a way to not only “not mind” sales, but also to get really, really good at it – and to enjoy it. Now, thinking about sales makes my heart go pitter-patter … and not in a chest-clutching, fearful death grip that so many people feel. Instead, there’s a feeling of excitement – because I’ve developed a set of skills that has taken me further than I ever imagined at the beginning of my career. Today, solopreneurs, busines

I'm a virtual CFO with the power (and the tools needed) to teach you and/or help you to maximize your profits and productivity. Please refer to the Contact Info link above for all of my contact information. That is the fastest way to connect with me and get/give information about how we can help one another. Attention Small Business Owners, QuickBooks Users, Xero Users, Bookkeeping Professionals, Tax Attorneys, and CPAs! I take the complex and make it simple. I'm a teacher and I know how to make it easy for you by teaching you the financial side of your business in a way that makes it easy to understand. I increase your productivity by either teaching you or helping you to use the small business applications that are out there and within your reach to streamline your business and make it grow. I help you or your clients learn, retain and generally get help with QuickBooks and other business productivity software so that you can run your business and focus on what YOU do best! I prepare you or your clien

Intuit ProAdvisor, Bookkeeper & Small Business Advocate. Jan has been involved in supporting bookkeeping professionals through initiatives such as ICBUSA, Bookkeeper Revolution, Bookkeeper Business Launch and her own FaceBook Community – The USA bookkeepers. Join her on the journey of enlightenment of small business accounting professional advocacy. Bring back the nerds and unsung heroes of math translation. The bookkeeping professional. Let us guide the small business through the next transition of technology with the new educated and highly developed Bookkeeping Professional.

Let's talk accounting! I know, it's super boring. But at least we can make it a bit more interesting somehow. Accounting firms are slowly moving towards cloud-based services, and really, that's the future of the accounting industry. So what does that mean for you? Lower accounting costs and a more streamlined accounting process. My team and I at Blueprint Accounting know how to integrate numerous apps with your accounting software. This ultimately reduces your bookkeeping costs and allows us to focus on the strategic side of accounting, to provide you the right advice, at the right time and to make the right decisions to grow your business. Let's connect today for a free assessment to get you on the road to accounting automation. Specialties: App Integration with Accounting Software; Budgeting; Forecasting; Variance Analysis; Financial Reporting; Financial Modeling; Teamwork; Business Case Analysis; Accounting

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. Co-founder of Backoffice Ally, a bookkeeping and tax firm located in Rhode Island, providing clients order, simplicity, and clarity in their financials. Co-Host of the 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.

★ 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

TimeDoctor.com is one of the worlds leading time tracking softwares for remote teams. We help companies to be able to manage remote workers just as if they were in the same office, maintaining a high level of productivity. Our goal: To help individuals and organizations to be more productive, to help stop people wasting time on distractions and instead finish what is important to them. Remote workers can easily and quickly track their time so they remain productive, and business owners can relax knowing their team is being effective.

As an accountant, tax advisor or accountant, do you also want to be relevant to your customers in the future? Do you want to continue to earn a good income without having to double your customer base? Then you have to add value that goes beyond putting the numbers in order: become a profit advisor! As a financial expert, doing the accounting and taking care of the tax returns was the goal of your work. Thanks to automation, computers take more and more of the standard tasks. With my team, I train accountants and accountants to Profit First Professional. A Profit First Professional is: • A Bookkeeper, Accountant or Business Coach who uses the Profit First method to guide his customers to a profitable (er) company. What will it bring you? • You attract high-quality clients with greater ease, who are happy to pay you well because you provide first-class services. • You switch from an hourly invoice to a price structure in which you are paid for the value you provide so that you do not have to work as hard. • You

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. 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.

The Accountant Success Formula™ is the Path to Freedom. This is the formula I developed in my own accounting practice and now share with accountants around the world. If you are tired of:       • The outdated model of trading dollars for hours       • Working endless overtime       • Working with unappreciative clients       • Feeling frustrated that your hard work has unmatched rewards ...then this formula will liberate you. It is a step-by-step system that outlines the exact strategies needed to make significantly higher profits, attract only the best clients and work far less hours so accountants can enjoy the time, freedom and lifestyle that they deserve. This is NOT a magic pill or fluff!!! This is a fresh and innovative approach that is based on solid, proven business strategies that maximizes your profits based on the real value you provide.......not on the quantity of hours you put in. With the Accountant Success Formula™, I give you my step-by-step proven system delivered by videos, training

Attention Small & Medium Businesses and Accounting Firms! I Don’t Coach Your Traditional Accountants, Bookkeepers and Business Owners. I collaborate with future thinking professionals who believe in the mightiness of online accounting. I specialize in Cloud Accounting education and coaching. I would love to introduce Cloud Accounting SaaS to you and your clients! LOVE TO! Not like to, love to. When I educate people about cloud accounting, it’s always rewarding. For me, for you, for your team and clients. I am friends with many great cloud programs and they are cool and fun. Granted it’s fun in an accounting sort of way. Not an intro’ing people to a new craft beer kind of fun, but a “going to make your business run ticky-boo“ kind of fun. I want to help you and your firm or business learn more about what’s out there, what it can do for your company and how it can help optimize the relationships with your team and clients. I am a relentless organizer who believes cloud financial technology is key to o

I am an entrepreneur and cloud accounting professional, most recently as CEO of Reconciled, Co-Founder of Humnly and Co-Founder of BlockchainVT (if you are working on a Blockchain project, shoot me an email at michael@blockchainvt.co). I've served in a variety of financial leadership capacities, from Controller to CFO. After moving to Burlington, VT in late 2011, I've quickly became a trusted adviser to CEOs and business owners, developing a niche as a part-time CFO. I launched Reconciled in 2015 as my customer's demands for bookkeeping services grew and the technology to serve them online has come to a good level of maturity. We have grown relatively quickly and was selected by Intuit as a 2016 Firm of the Future Runner-up and 2018 US Firm of the Future, recognizing us as one of the most future-ready and forward-thinking firms in the world. I was also selected to serve on Intuit's Accountants Advisory council for 2017-2018. In order to help more entrepreneurs with thrive in the businesses, I co-founded Hum