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

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!

Jackie Meyer, CPA, CTC is President and Founder of Meyer Tax Consulting LLC, in Southlake, Texas. Her team works with executives on strategic tax planning. With her team working completely virtual across the state of Texas, the firm stays on the cutting edge of technology working closely with industry leaders on innovative products and offerings. Jackie began her career in finance while obtaining a BS in Finance at UT Arlington. After realizing a zeal for taxes, she began working at Deloitte Tax while pursuing a MSA at Southern Methodist University. Her passion to combine technology with unparalleled client service came to light at age 27 as one of the youngest female CPA firm owners. At the same time, Jackie became a best practice consultant at conferences and accounting firms across the nation. Wanting to harvest drive and opportunity for others, she works with local nonprofits to mentor those less fortunate in their education, career, and business ventures. Jackie also has two young children and and loving husband, Mark, with whom she attends Gateway church and explores other cultures and the world with. Specialties include concierge CPA services for family offices, entity planning and selection, IRS representation, Multi-State investments, TX Margin Tax, and Oil & Gas accounting. She has a passion for taxes and educating the public on their rights. Going green with latest technologies and a paperless office, our clients range from Dallas locals to international remote businesses. Request a complimentary consultation on our website meyertax.com, e-mailing office@meyertax.com, or calling 888-272-1258. Strengthsfinder 2.0 - Futuristic, Achiever, Learner, Input, and Focus My personality types are DISC D (Captain), Myers-Briggs INTJ, and Enneagram 8. I tend to work methodically, but aggressively towards goals with a strong preference for efficiency. I'm most energized by competition & winning, professional growth, and leading the group. See my full personality profile here: https://www.crystalknows.com/p/jackiemeyercpa

Shawnna Weber is the host of Faces of Finance Podcast and the CEO of Edgewood Business Solutions, a business consulting, accounting, and bookkeeping firm that challenges the traditional transactional model of financial management. She founded this company in 2011 with the goal of developing a long-lasting consultative relationship with clients that allows them to decrease their expenses while driving profitability. Shawnna and her team have managed over $60 million in assets across their client base and negotiated and implemented strategy, saving companies over $1 million over the past six years.

Are you looking for an accountant who genuinely cares about you and the success of your business? *HERE IS HOW I CAN HELP* I help entrepreneurs with growing businesses develop and maintain the right financial systems and strategies that release them from the burden of handling the numbers side of their business while showing them how to maximize profit and minimize taxes. At a high level, my services include: -Clean-Up - sometimes you don't always get off on the right foot when it comes to the financial side of your business. Here we help clean up any mess and set your systems up the right way going forward -Stabilize - once things are cleaned up and functioning properly, we will serve as an attachment to your team, virtually handling the numbers side of your business and providing meaningful financials that help you, not confuse you -Advise - once your business hits a certain size, you need more than just a team of accountants giving you the right numbers. You need an outsourced CFO to help you understand everything and give expert guidance. -Tax Planning - while having a big fat profit is nice, most business owners (myself included) hate to share a rather large portion of that with Uncle Sam. We help you proactively create strategies that minimize your tax burden while helping reach your financial goals *WHO I WORK WITH* -Service-based businesses -Specialty trade contractors Want to get a better idea of who an ideal fit for us would be? Check out the "Who is a Client?" page on our website: https://www.meauxcpas.com/who-is-a-client *SHOULD YOU SCHEDULE A CALL WITH ME?* -Do you want to stop wasting time and emotional bandwidth worrying about the financial side of your business, so you can get back to being the Owner, CEO, Bossman/Bosslady you always dreamed of being in your business? -Do you want someone in your corner who genuinely cares for you and your business and has got your back? Let's chat! Schedule a free discovery session with me at the link below to learn more: https://meauxcpas.as.me/schedule.php?appointmentType=category%3ADiscovery+Calls

I love working with great people to pull off improbable outcomes with limited resources.