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

Ken Pyle is a partner of CYBIR, specializing in Information Security, exploit development, penetration testing and enterprise risk management. Ken is a graduate professor of CyberSecurity at Chestnut Hill College. As an author, he has published several whitepapers and academic works on a wide range of topics including: Public Information and OSINT gathering via Social Networking, Advanced Social Engineering, Software Exploit Development, Reverse Engineering, Web Application & API hacking. Ken is a highly rated and popular lecturer on Information Security having presented at industry events such as DEFCON, ShmooCon, Secureworld, HTCIA International, and others. Ken is a frequently cited subject matter expert appearing in industry publications from Veracode, Accounting Today, Netdiligence, CyberScoop, and the New Jersey Law Journal. Ken has discovered and published a large number of critical software vulnerabilities in products from companies such as Cisco, Dell, Netgear, Sonicwall, HP, Datto, Kaseya, ManageEngine, among many others. He is currently working on a book concentrating on Cybersecurity, Forensics and Secure Design. Hall of Fame Memberships / Acknowledgements (brief list): Sonicwall - https://psirt.global.sonicwall.com/hall-of-fame Schneider Electric - https://www.se.com/ww/en/work/support/cybersecurity/wall-of-thanks.jsp Manage Engine - https://www.manageengine.com/mobile-device-management/kb/mdm-cross-site-scripting-vulnerabilities.html West Wind Web - https://west-wind.com/wconnect/weblog/ShowEntry.blog?id=936 Dell - https://www.dell.com/support/kbdoc/en-us/000126459/security-acknowledgements

When I was younger, people said I was too creative to be an accountant, and too organised to be a creative. Turns out the combination of those two skills is exactly why I was able to create The Profitable Firm (PF): a creative agency working exclusively and only with accountants. I qualified as a Certified Public Accountant in the States, and worked as an auditor for the State of Arizona before coming to the UK in 2001. When I moved here, I got a job as an auditor at a local accountancy firm in Scotland, but very quickly got moved to business development and setting up a consultancy division for that firm. I then moved on to managing the European office of a global network of accounting firms, and following that set up PF. (For five years I also ran a successful international wedding photography business alongside the creative agency.) I now focus my energies on helping inspire and educate accountants on the power of content marketing, which PF uses itself to show accountants by example how this is done. I love training, teaching, and coaching. I'm always honoured when asked to speak to accountants - and although I like big groups well enough, I prefer the smaller, more focused groups where I can get to know people as individuals, and help them with what's troubling them in marketing. I have presented on a large scale and small scale for organisations including Xero, The Institute of Chartered Accountants of England and Wales (ICAEW), the UK200 Group, BKR International, AccountingWeb, Accountex, and Thriveal CPA Network. PF is based "everywhere", with a core team working from the UK, South Africa, and the United States delivering outsourced marketing to accountancy firms all over the globe. I keep my creativity alive with photography, sketchnoting, and writing. I'm now a dual British-American citizen, and (after much travel) I confirm that Scotland is the most beautiful country in the world. I drink copious amounts of black coffee.

**In an attempt to keep my LinkedIn contact relevant, if you send an invite to connect with me, please include a note as to how we are connected. No offense, but random recruiters, financial managers and coaches won't make the cut if we haven't met. THANKS!** My personal mission is to help CPAs and small businesses to leverage technology for their success. Once a practicing CPA I discovered a passion for technology. After years of churning out tax returns and completing audits I discovered my Hedgehog (see Jim Collin’s, Good to Great) and decided to marry my passions for the accounting industry and technology. I am honored to be recognized as an industry leader on technology topics impacting CPA’s. This allows me the opportunity to be a speaker at industry conferences around the country. I embrace these opportunities to educate CPA’s on a wide variety of technology topics such as, cloud computing, Microsoft updates and many other topics. During my journey I have made a number of exciting stops. Notably, as a member of the Maryland Association of CPA’s Board of Directors and ultimately Chairman of the Board. I have also participated at a variety of levels with the American Institute of CPA’s including currently on the PCPS Executive Committee. I am a regular presenter for state and national conferences, discussing technology and leadership topics for CPAs.

Live Oak Bank is exclusively focused on helping accounting and tax professionals achieve growth by offering competitive financing solutions. Live Oak is one of the largest small business lenders under the SBA loan programs. Because I only finance accounting and tax firms, I am specialized in your practice intricacies. Ask me how to get started on your working capital, acquisition, real estate, or debt consolidation needs. Shannon.Hay@liveoak.bank 910.550.1403 www.liveoakbank.com/accounting

I teach bookkeepers and accountants how to utilize tech and automation to create better workflows, systems, and processes so they can run their practice on autopilot, stress less, and save time! Are you wondering how this became my life? After being in the accounting world for five years, I struggled with streamlining my practice... I felt frustrated, nervous and couldn't sleep at night because I didn't know where my client work was. I was overwhelmed by all the daily tasks, lost track of work and just couldn't keep up. I hit a wall and decided to make a change, so I started to automate my practice. I created workflows, systems and processes to help me run my practice so I could scale, take on more clients and provide quality service in the meantime! Now, I’m a full-time educator. I’m an Asana Certified Pro and my courses have helped hundreds of bookkeepers and accountants LIKE 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 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.