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

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.

Chandler is the author of 6 bestselling books including “Book Launch” and his most recent book titled “Published.”. He’s also the founder & CEO of Self Publishing School, the #1 online resource for writing your first book. Through his books, training videos, and Self Publishing School, he’s helped thousands of people on their journey to writing their first book. Chandler was bitten by the entrepreneurial bug at an early age. While his friends were off searching for jobs, he was out starting businesses. He began early (age 11) by selling his personal snacks at scout camp and, by age 17 he hired his friends to help him operate his landscaping business that earned him $10,000 for college. All in all, by age 20 he started and ran over $320,000 in businesses. During this time, he taught other college students to run their own successful businesses and received the "Entrepreneur of the Year" award from Young Entrepreneurs Across America. Now he's scaling Self Publishing School, a company he's built from 0 to $7M in 3 years. In 2018, Self Publishing School hit #2,699 on the INC 5000 as one of the 5,000 fastest growing private companies in America. The best is yet to come! P.S. watch my TEDx talk HERE: https://youtu.be/sHfrvpgDsaw

I am a professional leader who has high integrity and a passion for Shopify and Amazon e-commerce businesses. Using my many years of experience I have partnered with Connie Smith to create Financly Business Solutions offering cloud based bookkeeping and business development solutions for small to mid sized e-commerce businesses. E-Commerce bookkeeping is hard! We are on a mission to help make it easier for online sellers and the accounting professionals that love them! Let us tell you how we can streamline your processes and allow you access to your business information from your phone, tablet or computer. Today's business owners are busier than ever and we want to help you the business owner focus on your passions. Let us take away the day to day logging, tracking and reporting that every business must do. We want to be your Trusted Advisor and help you succeed and grow your e-commerce business.

A software developer with several years of experience in consulting and product development for the energy industry. After a brief stint in the Bay Area, I'm back in the energy capital of the world and looking to make it a lot more green!

►►► Do you sometimes feel like your business is an adult daycare centre? Are you constantly repeating yourself, fixing errors and trying to hold things together? What if it were possible to create a business that runs itself? If you're anything like many seasoned business owners, you've tried and failed to systemise your business. The reality is, your shiny business isn't as functional as it looks from the outside; it's unorganised, inconsistent and key-person dependent. The good news is, I can help. I run a company called SYSTEMology and we have developed a proven, step-by-step business systemisation framework – designed so that even the busiest business owner can deploy it. Quite literally, SYSTEMology is the system for systemising your business. Imagine, your business running like a finely oiled machine where your team members follow the systems and deliver your products and services to a high standard. It’s easier than you think. We’ve already helped hundreds of business owners like you - so let’s see if it’s a good fit for you: https://www.SYSTEMology.com And here's a short bio on myself :) David’s entrepreneurial journey begins back in his early 20’s when he sold Australia’s most love sporting ground, the Melbourne Cricket Ground. Since then, his business experience spans from franchising retail clothing stores, to founding one of Australia’s most trusted digital agencies, melbourneSEOservices.com. In 2016, he successfully systemised himself out of the business, hired a CEO and stepped back from the daily operations. Through this process he become a systems devotee – founding systemHUB & SYSTEMology. Today, his mission is to free all business owners worldwide from the daily operations of running their business. Recognised as a high achieving entrepreneur, you will find many of David’s keynote presentations on YouTube including: TEDx, WordCamp and Problogger.