Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

"Accountants change lives, but not by producing a set of accounts" This philosophy has driven everything I work towards. By way of background I qualified as an ICAEW Chartered Accountant and a Chartered Tax Adviser. I started with a regional practice, Rabjohns LLP (now Bishop Fleming) in Worcester before joining Ernst & Young and KPMG where I worked up to management. After over a decade of professional experience, I decided to develop a professional accountancy outsourcing company and this has been a driving passion since I started the business in 2003. I am permanently based in the UK and available for our clients to speak to about their customer experience. We enable forward thinking accountants in practice increase profits and deliver better service to clients by delivering accounting and tax compliance services from our offshore centres, enabling firms to deliver more value-added services. Our World-Class delivery systems ensure that firms receive consistent service. We also provide back-office accounting services for large plc corporate clients including accounts payable and receivable. Our team care passionately about delivering a high quality service to our clients across the UK, Australia and North America and this approach is driven through all aspects of our business, delivering world-class service driven through technology. We lead change in our Industry and are certified for Information Security for ISO27001:2013, the latest security standard for our industry and ISO9001:2015 for Quality Management. Our systems are also designed to comply with GDPR requirements and are certified to BS10012 for Personal Information Management. We are the first specialist Accountancy Outsourcer in the World to hold the latest International Quality, Security and Business Continuity Standards. If you'd like to explore how AdvanceTrack can help your Accountancy firm, use the link below to book your Discovery meeting.

Exclusive mentoring and training for accountants, business advisors, and consultants. Discover the proven methodology that generates better clients, gets you 10 hours a week back, systemises your practice and enables you to scale. 💥DO YOU WANT A FREEDOM PRACTICE THAT GIVES YOU MONEY, MEANING AND TIME? 💥 Your ability to create a practice that delivers the kind of life you truly desire hinges on the kind of clients you attract, the way you deliver your services and how you run your practice. This is where we come in. 💥WHAT DO YOU NEED HELP WITH? 💥 ✔️ Building the number of advisory clients you have ✔️ Getting better clients ✔️ Pricing your services ✔️ Marketing and sales training ✔️ Niching your practice ✔️ Being seen as the go-to expert ✔️ Differentiating yourself from other firms ✔️ Having proposals signed fast ✔️ Leveraging your advisory offering ✔️ Creating a freedom practice 💥 WHAT IS OUR OFFER? 💥 👉 THE BOOKS Get access to the accountant's guide to get high-value clients - a roadmap of how to use sales and marketing in your accounting firm. Visit - www.oopmf.global/book for a copy of The Pioneering Practice. New book - It's here: Practice Growth Superpowers THE BOOK! Message me for a free copy. 👉THE TRAINING Join us for a no-pitch private workshop and discover what sales and marketing you can use in your accounting firm to attract quality prospects and get high value clients. Visit - https://oompf.global/webinar/ 👉THE PROGRAMME Click here to see the results and experience our clients achieve through our Momentum programme. Visit - https://oompf.global/success-stories/ WANT TO KNOW MORE? 🌐 www.oompf.global ✉️ amanda@oompf.global Message me now on LinkedIn with the word MOMENTUM to find out more

Hi I'm Rob Brown, former high school math teacher, kickboxing blackbelt, stroke survivor, chess fan, part-time musician, teetotaller and committed Christian. Most of my work is in the accounting/CPA/fintech world in these 6 areas: ❶ BD/SALES TRAINING. Online webinars or in-house business development programs that train accountants/CPAs to become confident, effective and strategic work winners. Growth related sessions include prospecting, referrals, pipeline, cross-selling, personal branding, pitching, networking and closing. ❷ EVENT HOST & MODERATOR. Professional MC, event host, moderator, interviewer and chair for F2F/virtual conferences, summits and panels in the accounting and fintech world. Throughout the pandemic, I chaired 24 virtual panels with leaders of global accounting networks and alliances to discuss the key issues and challenges. View them here: https://bit.ly/acc-panels ❸ ACCOUNTABILITY COACH. 1-1 career mentoring for accountants/CPAS to ensure they hit their goals and accelerate their careers outside chargeable hours. This includes discretionary activities such as networking, profile raising, career development, winning business, personal branding, developing commercial acumen, speaking and writing etc. ❹ PODCAST CO-HOST. The top-rated ACCOUNTING INFLUENCERS PODCAST features daily segments featuring news, rants and expert interviews for accountants/CPAs and the accounting/fintech world who serve them. https://bit.ly/accinfpodcast ❺ INFLUENCER MARKETING. Accounting/fintech vendors and accounting networks/associations/alliances hire me as an 'accounting influencer' to generate interview-based video content (testimonials, case studies, staff bios, launches) for greater brand exposure, internal comms, audience engagement and product promotion. ❻ ACCOUNTING INFLUENCER ROUNDTABLE (AIR). With Martin Bissett, I co-chair a door-opening club of 50+ practitioners, experts and vendors who serve the accounting/fintech world. https://accountinginfluencers.com/ Finally, I'm the author of Amazon bestseller BUILD YOUR REPUTATION with global publishers WILEY. I'm a featured TEDx speaker and my talk THE PERSONAL BRAND OF YOU has generated close to 300K YouTube views. Personally, I have a diploma in accounting and coaching qualifications in 7 sports. I live in Nottingham (home of Robin Hood) with wife Amanda and 2 daughters. I'm a proud Yorkshireman, am allergic to grapefruit and cannot whistle or ice skate. I have epilepsy, am not allowed to drive and I play 4 musical instruments to an average standard. ☛ www.BDAcademy.pro ☏ +44(0) 7855 710 201

We help accounting/ERP software companies build automation solutions for data-entry from financial documents. Real-time, 100% algorithm driven delivery. Embedded in the UI of their software. https://developer.azora.one/

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.