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

I am the CEO of Peisner Johnson, a state and local tax accounting firm that’s been around since 1992. I started with the firm as a staff assistant 25 years ago and has worked my way up to CEO. Currently, the firm has 25 employees and serves sellers in the United States and Canada.  Since law changes in 2018, state and local taxes have become more complicated so Peisner Johnson has really stepped up to serve their clients as best as possible. The executive team, led by me as the CEO, has implemented new strategies to grow our relationships with our clients. “What’s Next” calls and value-based pricing are just two of the ways we've improved our customer (and employee) experience. Throughout my career, I learned that growing in your positions means being good at managing your work and managing people, you have to be good at both.

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 the accounting, payroll and tax filing worries off of you, so you can spend your time growing your business. We provide business and financial consulting services.

I help you cut through the noise so the right customers reach out to work with you. ✅ Capture attention ✅ Build trust as the expert in your industry ✅ Grow revenue It’s hard to stand out and trying to cut through all the noise is overwhelming. It doesn’t need to be this way. I spent 12 years building a tech company with 2.6 million in annual revenue―one of Inc. Magazine's fastest growing companies. After selling that company―I looked back and realized I could have done it faster. So I got clear on what actually captures attention and gets the right people to take action. I started helping clients get results and now I’m fulfilling a new mission to help entrepreneurs like you accelerate growth. That’s where my thought leadership and video marketing program comes in: ➡️ Develop a marketing strategy designed to fit your unique DNA ― Develop a pillar video concept (e.g. podcasting, live shows, workshops) ― Design your marketing engine around 2-3 hours/week of your time ― Identify the ideal places to publish your content LinkedIn, YouTube, TikTok, etc ➡️ Map out a content repurposing workflow. Take long-form video and create… ― Audio to send to podcasting platforms (iTunes, Google, Spotify…) ― Short video clips for social media (30 seconds - 1 minute) ― Images and quotes for social media ―Written pieces such as blogs for SEO ➡️ Create engaging and shareable video content that makes people say “Wow!” ― Select, purchase and set up equipment and lighting. Build an “always ready” system. ― Articulate your ideas, present yourself as the expert while looking your best on video ― Overcoming fear or imposter syndrome ➡️ Optimize your social presence, LinkedIn, YouTube, TikTok, etc... ― Optimize profiles and banner images ― Deploy best practices, settings, titles, and descriptions ― Know how to grow your audience rapidly, get views and engagement I’m also a practitioner who walks the walk―I run a weekly podcast and live streaming show and repurpose content across the internet. I regularly book 10-20 incoming sales calls/week Get where you want to go―faster: I’ll show you step-by-step how to put the marketing pieces together and avoid the pain of trial and error so you can focus on your business. ― I recently helped a client more than double in size in just over 12 months ― Another grew by $2 million to $9 in the past year ― Someone I’m working with landed 2 new clients in 7 days Serious about growing your business? https://sgplabs.com Or DM me

Hector M. Garcia is a CPA and QuickBooks Trainer for Quick Bookkeeping & Accounting LLC. He has over 10 years of experience working with small business finance and accounting, along with 3 Post-graduate degrees from Florida International University (FIU) in Accounting, Finance and Taxation. Specialties: Certified QuickBooks Advanced ProAdvisor (Desktop and Online) Microsoft Excel, Data Import/Export Operations and Strategic Advisory Bilingual: Español

I joined Acuity to translate accounting for entrepreneurs. I do that by helping navigate tax and accounting rules and speaking entrepreneur, not accountant, but now most people just want to chat me up about cryptocurrency and blockchain. I run the sales and marketing teams at Acuity where we are trying to see how many entrepreneurs we can help get a handle on their finances. I like to volunteer in the Georgia technology community and serve on the boards of the Atlanta Technology Angels and EO. I am also on the Venture Atlanta Advisory Board.

I’m a Certified Financial Planner with more than ten years of experience in the tax and investment industries. As the co-founder of Brooklyn FI, I specialize in helping tech professionals and business owners grow and manage their wealth. After graduating from the University of Mississippi with a master’s degree in Accounting in 2010, I started my career in public accounting. After spending seven years with PricewaterhouseCoopers and Raich Ende Malter, I co-founded Brooklyn FI with my business partner Ally-Jane. Brooklyn FI stands for Brooklyn Financial Independence. We’ll help you get to where you want to be financially by providing a holistic picture of your net worth and a realistic path to financial success at any life stage. We help clients of all ages - from raising your credit score and paying off student loans to transitioning your retirement savings into your retirement income. We’ll take care of it with our comprehensive financial planning process. When I’m not in the office I enjoy drinking coffee (lots and lots of coffee) biking to the Rockaways beach and reading classic books – you know, the ones we were supposed to read in high school. I also sailed a catamaran across the Atlantic Ocean. That’s a true story and when we meet in person, I’ll tell you all about it. If money stresses you out, if you don’t have time to manage your money or if you want to make smarter money moves, we can help. Not only that, but we’ll do it for you with transparency, competence and integrity. If you have questions about your stock options, investments, student loans, credit score or cash flow, let’s talk.

Hey there. I’m Ryan. I’m a CPA, but please don’t call me an accountant! I much prefer innovative technologies and disruptive business models rather than numbers. In 2013, I started a 100% online accounting firm called Xen Accounting. A first of its kind in Canada, it was totally virtual, focused on automation and was comprised of a remote team of geeky CPA’s, bookkeepers and technologists. After 5 short years, Xen Accounting was acquired by a large European corporate services firm, thanks to the tech-oriented, scalable model in place. I started Future Firm in 2018 to help accountants fast-track the growth of a modern, scalable firm of their own. And in 2021 I launched, Future Firm Accelerate, an online coaching program that includes a combination of online courses, online coaching and an awesome community of forward-thinking firm leaders from around the globe to help them get to their desired destination faster. Unrelated to business, I’m addicted to Crossfit, love traveling to remote destinations and was previously an active club DJ in Montreal. Important links: - Check out Future Firm Accelerate: www.futurefirmaccelerate.com - Join 1000's of other accounting firm owners receiving my weekly email with exclusive content to help you grow a modern firm: www.futurefirm.co/newsletter

John Warrillow is the founder of The Value Builder System™, host of Built To Sell Radio, and author of the bestselling books, Built to Sell: Creating a Business That Can Thrive Without You, The Automatic Customer: Creating a Subscription Business in Any Industry, and The Art of Selling Your Business: Winning Strategies & Secret Hacks for Exiting on Top.

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. Founder of Satterley Accounting Services, a bookkeeping, and tax firm located in Rhode Island, providing clients order, simplicity, and clarity in their financials. Co-Host of 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. Learn more ➡ https://heathersatterley.com

I am a Certified Public Accountant (CPA), a Certified Financial Planner (CFP©) and am designated as a Certified Fraud Examiner (CFE). I have over 20 years of tax planning, accounting and financial planning for high net worth families, corporations and trust and estate planning clients. I also specialize in business succession planning, financial due diligence for corporate and personal acquisitions, and investigative accounting and auditing for businesses. I started my career with Arthur Andersen in their Audit and Business Advisory practice. I have spent the past 20 years advising individuals, corporations and partnerships on tax and financial planning, corporate and small business accounting, forensic accounting and litigation support and high net worth financial and estate planning. I hold a Bachelor of Science in Accounting from Marquette University and have been associated with several professional organizations, including The Financial Planning Association, The American Institute of CPAs, Association for Corporate Growth, the Dallas Estate Planning Council, Texas Society of CPAs, and the Association of Certified Fraud Examiners, as well as involved with several charitable organizations including the LinksPlayers Ministry and Dallas Theological Seminary. Specialties: Tax Management and Planning, Certified Financial Planner™, financial advisory, Certified Fraud Examiner; Audit - Big 6, Insurance Risk Solutions