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

In 20+ years working with people who run growing companies, I've documented how leaders' roles need to change to meet the demands of a larger organization. This involves Leadership skills, Management techniques and Organizational structure. CEO Boot Camp is a process to analyze about 35 different systems inside a company taking into account the maturity level of each system, it's score against best practices, and ranking them based on whether they help or hinder the goals of the owners or investors. For Companies and Divisions: I bring the CEO Boot Camp on-site with a program adapted to your goals, stage of growth, and specific situation. I get input from employees then develop a customized approach based on your company objectives. For Industry Groups and Conferences: I bring a modified version of the CEO Boot Camp to your event as a keynote, break-out, half or all day session. The audience leaves with a greater understanding of the CEO function and a specific, personalized action plan to apply as soon as they leave the session. For Economic Development Agencies, Co-Working, Accelerators & Incubators: I bring a group workshop that meets every two weeks for four hours. In 5 sessions over 8 weeks, we cover most of the key systems growing companies need help with. We use case studies and examples from the group to move the companies forward. These workshops are best when the group is at a similar stage of growth: -Bootstrapped -Start-up -Scale up –Exit/Succession Connect with me directly john@CEOBootCamp.com Since I'm on email more consistently. Free ebook at www.ceobootcamp.com/list001

Summit CPA Group was founded with the goal of helping small businesses make proactive decisions. Our focus has been primarily on digital agencies. Unlike many CPA firms, our Virtual CFO program focuses primarily on the future, not in the past. What is our cash position looking like in two, three, and four months from now? What does our cash look like next week? How much of a cash reserve do we really need? What should our profit margin be and how do we get there? Do we have too much staff or not enough? Which customers or product lines are generating the most profit? These are just some of the questions we help the business owner answer. Our dedicated Virtual CFOs along with a team of accountants work with the business owners weekly to generate a game plan and then work hand in hand with the company to achieve victory. Give us a call at (260) 497-9761 or email me directly at jody@summitcpa.net to see if Summit CPA Group would be a good fit for you and your company.

Recognized as one of the Top 50 Women in Accounting, Twyla Verhelst is known for leading the charge when it comes to advocacy, change, and community in her industry and beyond. She's an experienced CPA and tech entrepreneur with a passion for helping others find and leverage their confidence. Twyla's fascination with finances began when she was only nine years old, manning the cash register in her parents' small business. After studying accounting and business management, she worked as an accountant, controller, and recruiter before moving on to co-found two successful companies: Twenty Eighty, an advisory accounting firm, and Helm, a cash flow forecasting app. She also started Empowering Tana, a non-profit benefiting girls and women with autism, and created the Video Per Day Experiment, a 30-day challenge designed to help professionals break out of their comfort zone and discover their voice. If that wasn't enough, in her spare time she's also an ultramarathon runner. Now Twyla is bringing her vast energy and expertise to FreshBooks, a market leader in cloud-based accounting solutions for small businesses. As leader of FreshBooks Accounting Professionals Program, she's working to empower forward-thinking accounting pros with the tools they need to thrive, as well as helping them discover their most valuable asset — their authentic self.

An author and experienced intermediary specializing in the sale of accounting practices, Brannon has a unique ability to help creatively integrate information to develop clear, focused plans. He helps clients implement these plans to achieve their most important goals. An Ernst & Young alumni and scholarship recipient and magna cum laude graduate of the University of South Carolina, Brannon began his career in public accounting as an auditor with Ernst & Young, before working for several years in auditing and tax preparation for the regional firm of Elliott, Davis & Company. Subsequently, Brannon became a shareholder in a privately-held, family-owned business and a founding shareholder in a successful start-up manufacturing company. This breadth of experience­ — with companies large and small — has helped Brannon excel in efficiently and effectively facilitating hundreds of successful accounting practice transitions. Quarterly business coaching classes and continually investing in consultative and team building skills have helped Brannon and his team close over 200 transactions since 2003. Brannon makes his home in Charleston, SC with his wife and three children. Away from the office, he enjoys competitive racquetball, boating, and fishing.

Jason Staats is a principal at Brenner LLP and is the founder of Launch FA and the Realize Community. He's focused on building better tools and solutions for modern accountants and firms, as well as building a future of accounting and small business with "no code." In today's show, Jason shares three key trends and tools he believes are changing the shape of accounting and small business. In today's program, we're trying something a little different: the 3x3. The guest shares 3 trends and 3 tools for the accounting industry!

Get new high ticket clients for your coaching or consulting business EVERY month with our GUARANTEED RESULTS marketing programs... Are you tired of marketing agencies over-promising and under delivering? Are you tired of being sold fluff and interested in generating ACTUAL clients? Then we'd love to talk with you about how we are generating REAL results for your online programs. We specialize in helping high ticket coaches, consultants, service providers, and service based business offering online training programs. And we help to fill their program with more new clients than they can handle! Here's why we are different... **** Guaranteed Results **** Exclusive to high ticket entrepreneurs **** EXTENSIVE training to build a better business so your advertising becomes more profitable (better advertising has nothing to do with improving your ad campaigns.) **** Fully trackable ROI - you will never not know where you stand from an ROI standpoint with us - every lead is tracked and you will always know how things are going Here's the actual numbers behind our Conversion eCosystem™ program .... - 15 million dollars in new client revenue generated since 2018 - 5000+ qualified inquiries generated every month - Work in over 100 markets actively - Spend over 1 million a year on advertising in the high ticket space each year This program is for you IF.... **** You run an online coaching or consulting business with high value clients **** You want GUARANTEED results marketing **** You have room for an additional 10-15+ new HIGH VALUE clients a month Don't just take my word for it... Check out the 9+ testimonial videos below to hear from clients directly. If you'd like to learn more about our Conversion eCosystem™ program and how we guarantee results then check out the link below for how our clients are getting success in the program... and how you will get the same results. https://www.kevinize.com

CPA specializing in complex tax planning and virtual CFO services for startups, entrepreneurs and high growth individuals. A leader in finding creative solutions to today's complex tax and business environment. As one of the only Certified Tax Coaches in Massachusetts, licensed by the American Institute of Certified Tax Planners, I specialize in using advanced tax reduction strategies to help business owners and individuals with complex situations reduce their overall tax burden.

A strategic adviser to hundreds of CPA firms in the Mid-Atlantic region, Ira works vigorously to strengthen firm performance. Noted for his probing and conversational approach, Ira created Managing Partner On-Call, a coaching process to help Managing Partners make the right impact and test their ideas. Optimum Strategies' primary focus is on strategic advancement, profitability enhancement, M&A, succession and compensation plans. A sought-after strategic adviser, Ira is a trusted resource on effective accounting practice management, and firm mergers and acquisitions. He is also an effective writer, presenter, and keynote speaker on professional service firm success. His engaging style and deep insights have earned high ratings from audiences. He is passionate and committed to sharing success secrets. Emphasizing practical and realistic methods to increase operational effectiveness and create strategic advantages are the hallmarks of Ira's approach. CPA firms turn to Ira and Optimum Strategies when needing expertise in practice management, managing partner effectiveness, business intelligence processes, practice enhancement, compensation and goals programs, retreats, next generation leadership development and navigating practice transfers and sales. Ira is frequently published in CPA industry publications and blogs. Here are some of his recent articles: CPA Now (PICPA), April, 2016: Learn and Implement the Lessons of Tax Season - http://bit.ly/1QCAOpN PICPA Journal, March, 2016: Five Factors for the Successful Buyer - http://bit.ly/2drh7uo VSCPA Disclosures, May/June 2015: Life After Closing: The Essentials of Living Happily Ever After - http://bit.ly/2ecuhwN He has also been featured in interviews in the Philadelphia Business Journal: A Few Minutes With...Ira Rosenbloom, July, 2016 - http://bit.ly/2eyxouu What's Behind the CPA Firms' M&A Activity, January 2015 - http://bit.ly/2eywgHn

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 explained many hurdles in ways I could understand in order to better work with them. He put faces on these issues that I saw popping up in my life. Once I could SEE these issues and face them, look them in the eyes, I was able to recognize that these animals did not have to run my life." Vivian Lee Croft "Krishna's disposition and clarity help the young managers find the right direction like Moses pointing to the promise land yet his approach feels like the gentle tug from a father's kind words to a son. That's a special gift in my opinion. I listen to the folks he is mentoring and hear a difference in their answers. It's maturity I hear. That's change worthy of investing in." Jim Keene, Founder & CEO of KEENE Building ★ Specialties Include ★ ✔The ABCDs of Judgment - Judgment Quotient (JQ)® ✔ Choice-making vs Decision-making ✔ Operating in the AlphaZone ✔ Playful Mindfulness ✔Raising Self-Awareness Beyond EQ ✔2 Days at a Time ✔EAT Well!