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

I help right-brained business owners get at-a-glance financial clarity without spreadsheets using the Profit First cash management system. If you don't understand your finances, things can go very wrong. You might miss out on opportunities because you aren't sure you can afford them, you might overpay or underpay your taxes, or you might just plain run out of money before you even notice a problem. With our proprietary system, we educate and empower you to understand your bookkeeping reports and your business cash flow to guarantee profitability. Go back to doing what you love in your business and kick back knowing you've handled the money stuff like the CEO that you are. Whether you need a bookkeeper, have a bookkeeper, or ARE the bookkeeper - I can help. WHAT MAKES ME UNIQUE: Unlike many business consultants, I am not a corporate-world escapee. I know how small business works because I am a small business. Together, we will organize your systems so they make sense to YOU, not just your accountant. You will feel empowered by your new understanding of the way it all works, whether you choose to do the work yourself or outsource. Once you have clean books, we then look at how to turn the numbers to actionable information. Even if you are terrified of numbers or have mountains of debt. I believe in a collaborative approach. I believe in empowerment, proactive communication, and mutual respect to achieve your goals. WHAT OTHERS ARE SAYING: "I just did my Profit First allocations for the second month in a row! It is so cool to see the money building up in my tax, profit, operating expenses, and owner's pay bank accounts. Doing the allocations month by month is much less intimidating to me now … I am really loving this!" – Linda Secondari, Creative Director & Principal of Studiolo Secondari "Ean doesn't mess around with bookkeeping. Like her company name, she's fulla MOXIE. Which is nice, considering that bookkeepers are a dry, papery bunch. Not Ean. She tells it like it is, with humor and creativity." - Matt Levy, Partner at Levy's Unique New York! "Ean is well-versed in Quickbooks and bookkeeping practices. She is passionate about teaching entrepreneurs and small businesses. Her patience and willingness to share her time and experience have been priceless and I recommend her highly." - Patricia Warner, Executive Coach at Columbia University READY TO GET STARTED? Go to www.moxiebookkeeping.com to schedule a session to talk about your needs and goals. LET'S CONNECT!

CEO of award winning Xero bookkeeping and financial reporting firm Bean Ninjas. We take the stress out of managing business finances, so entrepreneurs have the freedom to live happy, healthy, productive lives. We love working with COACHES, BLOGGERS, ECOMMERCE AND SERVICE BUSINESSES.

"Hood uniquely combines three vital traits: He sees the future of the profession clearly; he discovers or creates supremely practical ways to move the profession toward that future; and he generates tremendous enthusiasm for the move in everyone he meets." - Accounting Today Magazine Tom is one of the most influential leaders in the Accounting Profession. In 2018 he was named the Second Most Influential Person in Accounting for the sixth year by Accounting Today Magazine (His fourteenth year on the Top 100). He was one of the first five thought leaders inducted into the Accounting Hall of Fame (2015) by CPA Practice Advisor. Linked-in recruited Tom as one of their Top 100 Influencers and he was named to the Top 25 Influencers in Learning by HR Examiner. He is known for his prolific digital footprint and now has over 780,000 followers on Linked-in, Twitter and other social accounts. Tom is on a mission to help CPAs, Finance and Accounting Professionals thrive in these times of exponential change. He firmly believes that what got us here, won't get us there as the Profession faces unprecedented changes and opportunities. Tom's recognition and awards reflect his leadership in helping CPAs be more #FutureReady through his work at the Maryland Association of CPAs and the Business Learning Institute (BLI), a center for the development of leadership, strategic thinking, and collaboration skills for CPAs. BLI has a catalog of over 600 programs and 30 'top gun' instructors who provide state of the art learning and curriculum for the Top 500 CPA Firms, Fortune 500 corporations, non-profits, State CPA Societies and even internationally. He is a graduate of Loyola College (B.A. in Accounting) and has a Master's in Finance (Real Estate) from Johns Hopkins University. He also obtained the Certified Information Technology Professional (CITP) certification and the Certified Global Management Accountant (CGMA) certification from the AICPA.

If you have started your own business and now need advice or guidance on some of the trickier issues of how to grow, increase profits, improve cashflow or reclaim your life then please connect. Having spent most of my life running large businesses for other people I have also grown my own successful business(es) from the kitchen table to independent premises and a permanent team before selling up and starting Hudson Business Advice and Minerva Accountants which are both entirely cloud based. Speaker and writer on a variety of business growth topics beyond the confines of traditional accountants. 'The Numbers Business: how to grow a successful cloud accountancy practice' won the specialist category in the Business Book Awards 2019. Co-author of the annual Bloomsbury 'Tax Planning' manual. 'Growing by Numbers: how to scale up your small business' was published June 2020 Online courses are available for The Numbers Business, Finance for Business Owners, Growing by Numbers, and the ScaleUp Blueprint. Passionate believer that numbers are the scorecard for your growing business and you should have them at your finger tips. Also that the focus should be on improving your key numbers.

Author of "The Entrepreneur's Guide to Financial Statements" and more than 300 other published works on Entrepreneurship and Finance, David Worrell will help you make better business decisions, take more effective action, and build a stronger, more profitable business. Unlock the real potential of your business with David's unique approach to building durable business models. An award-winning entrepreneur, executive, and author, David specializes in helping small businesses grow rapidly to the next level by implementing powerful financial and business development strategies. He is a graduate of The Ohio State University, the Sandler Sales Institute, and the E. M. Kauffman Foundation's FastTrack Entrepreneur Training program. Five times -- most recently in 2019 -- he has been recognized as a "Fast 50" award recipient for building fast growing new companies. In 2012 Business Leader magazine named him a "Top 50 Entrepreneur" in Charlotte. He has taught international business planning within the top-10 ranked MBA program at the Fisher Graduate School of International Business, in Monterey, California, and from 2002-2009 was a regular contributor to Entrepreneur Magazine on all aspects of business finance, acquisitions and exit strategies. Worrell has run 4 successful companies of his own. His first, InfoQuest! International, Inc., was sold in 1999 to a Silicon Valley competitor. Subsequently, Worrell founded Monterey Venture Partners (MVP), a venture consultancy in Monterey California. MVP helped dozens of entrepreneurs design, build and finance their companies. From 2002-2010, Worrell was a partner in his third venture, AmeriStart (www.ameristart.com) and now is managing member of Fuse Financial Partners, where he is available as a fractional CFO. David is a Certified QuickBooks Pro Advisor, and certified Emerging Markets Credit Analyst from Moody's Analytics. Learn more about your business at http://www.FuseFinancialPartners.com and in his new book, available at Amazon. Specialties: Quickly ramping revenue growth and profits by implementing market-dominating strategies and financial controls at fast-growing or emerging companies. Builds strong relationships with Angel Investors, VC, banks. Provides a roadmap to success through Financial forecasting, valuations and strategic, financial business planning.

Jamie graduated from the University of Northern Colorado with a Bachelor's degree in Accounting and soon thereafter obtained his CPA license. During his career, he has spent his time working with middle market and large companies, both as an auditor and as a corporate accountant. In this time, he gained a firsthand view of how important the financial numbers are to the decision makers of these companies. He is now dedicated to making sure the clients he works with have similar information and tools to enable them to make the best decisions for their businesses.

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 love selling…and I can help you love it, too. I've earned the nickname "The Pitch Queen" by helping entrepreneurs and accounting professionals learn how to sell high-value services to their dream clients - without feeling sleazy, pushy, or desperate. And I've even been told that I make selling fun! I show my clients how to have empowered sales conversations, own their value, and confidently charge higher rate so they can earn more, work less, and have the life of abundance they desire. My unique and proven sales system is currently helping CPAs add $10k to $50k in additional revenue every month. Over my 20 years in sales and entrepreneurship, I've sold everything from mortgages to paleo meatballs to million-dollar homes and have worked with multiple CEOs at billion dollar companies, landed contracts with national retailers like Costco and The Vitamin Shoppe, and even pitched my way onto ABC's Shark Tank. My formula for success is a simple one: establish genuine and lasting business relationships, own your value and worth, and share your unique gifts with the world here! Get my Simple 5-Step Process for helping accountants just like you enroll more high-level clients at the prices you deserve here! https://theabundantaccountant.com/5steps

WHAT I DO: I help business owners achieve a referral explosion by teaching them how to execute on a simple, 5-step process to receive referrals without asking, without paying or without manipulation. HOW I DO IT: I show you how to identify and nurture relationships with your referrals sources plus plant referral seeds in an on-going memorable and meaningful way. This process saves you time in growing your business and allows you to be seen as the expert, not the always hustling salesperson. WHY IT WORKS: For decades the advice on how to generate referrals has been to "just ask." But when you understand the human dynamic and psychology behind why referrals happen, you unlock the ability to generate referrals without asking for them. WHO I WORK WITH: I partner with business owners who build trust and form relationships with their prospects and clients including... Financial Advisors Attorneys Interior Designers CPAs Realtors Coaches/Consultants Small Business Owners SERVICES I PROVIDE: 👨🏻‍💻Online Programs (Growth By Referrals, Sticky Client Experiences, etc.) 🙋🏻‍♂️1-on-1 Coaching 👩🏻‍🏫Trainings & Presentations WHERE YOU'VE SEEN ME: 💡 Entrepreneur 💡 Fox Business 💡 Investor's Business Daily 💡 Forbes 💡 Thrive Global WHAT OTHERS SAY: "I received on average 4 referrals a year before starting the GBR program. In our first year on the program, we hit 20 referrals. And now we receive 3 to 4 referrals per month, averaging 40 referrals a year! I had tried other sales programs – demanding I call people, get meetings, ask for referrals – and I would leave almost in tears after every training session, because I'm not a salesperson, I'm a lawyer. The GBR program allows me to be authentic AND have results." – Katherine Taylor | Attorney and Firm Owner, Taylor Legal "Before I started the GBR program, I only received about 2-3 referrals per year but now – just 6 months on the program – I have received 7 referrals. As a financial advisor, referrals are the life blood of my practice and because I had received some in the past, I knew I was capable of receiving more. I just needed a process, system to release those hidden referrals. But I just didn't know how. Stacey taught me how to unlock it." - David Ferguson | Financial Planner, HF Financial/Mass Mutual "We average 40 referrals a year but following Stacey's Growth By Referrals program we have crushed it in our first year bringing in 187 referrals!" - Lisa Woodstock | Co-Owner, Woodstock Media READY TO TALK? Send me a message on LinkedIn and I'll follow up with my scheduling link!

Both solo and partner CPAs are burnt out and fried from a killer tax season. They are desperate to get their time back, but do not know how. CPAs who work with me get their time back AND make more money. Most 8x their investment in the first 12 weeks, while cutting their client load. Fewer clients, greater income. Here's how: ✅ Shift from hourly to value-based fees ✅ Specialize inside a vertical to increase expertise and stand out from the crowd ✅ Create their Signature Framework to get better and more consistent results over time ✅ Build expertise in a narrow field to become an authority Many CPAs bring on new clients at double their rate, or get a vCFO clients inside 12 weeks as a result of working together. When CPAs make this shift, both the CPA *and their client* do better, with increased profitability and enhanced results for both. Also check out: ✅ SMART STRATEGY FOR CPAs PODCAST: Weekly episodes are packed with smart content and interesting guests to help you move your practice forward on your own. ✅ SHE THINKING BIG COACHING: to learn more about the ways I can help solo CPAs and partners.