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

Let's talk accounting! I know, it's super boring. But at least we can make it a bit more interesting somehow. Accounting firms are slowly moving towards cloud-based services, and really, that's the future of the accounting industry. So what does that mean for you? Lower accounting costs and a more streamlined accounting process. My team and I at Blueprint Accounting know how to integrate numerous apps with your accounting software. This ultimately reduces your bookkeeping costs and allows us to focus on the strategic side of accounting, to provide you the right advice, at the right time and to make the right decisions to grow your business. Let's connect today for a free assessment to get you on the road to accounting automation. Specialties: App Integration with Accounting Software; Budgeting; Forecasting; Variance Analysis; Financial Reporting; Financial Modeling; Teamwork; Business Case Analysis; Accounting

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. Co-founder of Backoffice Ally, a bookkeeping and tax firm located in Rhode Island, providing clients order, simplicity, and clarity in their financials. Co-Host of the 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.

★ 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!

TimeDoctor.com is one of the worlds leading time tracking softwares for remote teams. We help companies to be able to manage remote workers just as if they were in the same office, maintaining a high level of productivity. Our goal: To help individuals and organizations to be more productive, to help stop people wasting time on distractions and instead finish what is important to them. Remote workers can easily and quickly track their time so they remain productive, and business owners can relax knowing their team is being effective.

As an accountant, tax advisor or accountant, do you also want to be relevant to your customers in the future? Do you want to continue to earn a good income without having to double your customer base? Then you have to add value that goes beyond putting the numbers in order: become a profit advisor! As a financial expert, doing the accounting and taking care of the tax returns was the goal of your work. Thanks to automation, computers take more and more of the standard tasks. With my team, I train accountants and accountants to Profit First Professional. A Profit First Professional is: • A Bookkeeper, Accountant or Business Coach who uses the Profit First method to guide his customers to a profitable (er) company. What will it bring you? • You attract high-quality clients with greater ease, who are happy to pay you well because you provide first-class services. • You switch from an hourly invoice to a price structure in which you are paid for the value you provide so that you do not have to work as hard. • You learn how to really help the customer become more profitable, instead of focusing on tax and accounting details. • Gain more confidence and skills by anticipating your industry, achieving your own financial goals and helping customers really build a financially successful and profitable business! • You build your own company so that you earn well with less effort and more fun. I am the author of the bestseller Finance for freelancers and contributed to the Dutch edition of Profit First. I am the author of De Winstadviseur. As a speaker I like to inspire the following target groups: - Bookkeepers, accountants and tax advisers (Lecture: The Profit Advisor) - Entrepreneurs (Lecture: Profit First) www.profitfirst.nl www.profitfirstprofessionals.nl www.dewinstadviseur.com team@profitfirst.nl

Driven to solve painful problems with smart, passionate, and empathetic people || Jetpack Workflow is used by thousands of accountants in 18+ countries to help them better manage their client work. At Jetpack Workflow, we strive to live out our values of: + Leave it better than you found it. + Default to Action + Stay on Target + Serve with Humility I have a background in (lean,cost effective, measurable, value driven) Marketing, specifically for small businesses, entrepreneurs, and startups.

The Accountant Success Formula™ is the Path to Freedom. This is the formula I developed in my own accounting practice and now share with accountants around the world. If you are tired of:       • The outdated model of trading dollars for hours       • Working endless overtime       • Working with unappreciative clients       • Feeling frustrated that your hard work has unmatched rewards ...then this formula will liberate you. It is a step-by-step system that outlines the exact strategies needed to make significantly higher profits, attract only the best clients and work far less hours so accountants can enjoy the time, freedom and lifestyle that they deserve. This is NOT a magic pill or fluff!!! This is a fresh and innovative approach that is based on solid, proven business strategies that maximizes your profits based on the real value you provide.......not on the quantity of hours you put in. With the Accountant Success Formula™, I give you my step-by-step proven system delivered by videos, training and one-on-one coaching. This system will change your accounting practice from a dollars-per-hour, transactional model to a value-based model, resulting in significantly greater profits, high-tier clients, far less work hours, greater respect and appreciation for the work you do, and the time and freedom to create the lifestyle you want. If you want to learn more about the Accountant Success Formula™ or how I can help you discover a new and better way of doing business, then contact me at Erik@ErikSolbakkenCPA.com.

Attention Small & Medium Businesses and Accounting Firms! I Don’t Coach Your Traditional Accountants, Bookkeepers and Business Owners. I collaborate with future thinking professionals who believe in the mightiness of online accounting. I specialize in Cloud Accounting education and coaching. I would love to introduce Cloud Accounting SaaS to you and your clients! LOVE TO! Not like to, love to. When I educate people about cloud accounting, it’s always rewarding. For me, for you, for your team and clients. I am friends with many great cloud programs and they are cool and fun. Granted it’s fun in an accounting sort of way. Not an intro’ing people to a new craft beer kind of fun, but a “going to make your business run ticky-boo“ kind of fun. I want to help you and your firm or business learn more about what’s out there, what it can do for your company and how it can help optimize the relationships with your team and clients. I am a relentless organizer who believes cloud financial technology is key to organization. I want to help you realize the power and freedom that comes with embracing the mightiness of online technology.

I am an entrepreneur and cloud accounting professional, most recently as CEO of Reconciled, Co-Founder of Humnly and Co-Founder of BlockchainVT (if you are working on a Blockchain project, shoot me an email at michael@blockchainvt.co). I've served in a variety of financial leadership capacities, from Controller to CFO. After moving to Burlington, VT in late 2011, I've quickly became a trusted adviser to CEOs and business owners, developing a niche as a part-time CFO. I launched Reconciled in 2015 as my customer's demands for bookkeeping services grew and the technology to serve them online has come to a good level of maturity. We have grown relatively quickly and was selected by Intuit as a 2016 Firm of the Future Runner-up and 2018 US Firm of the Future, recognizing us as one of the most future-ready and forward-thinking firms in the world. I was also selected to serve on Intuit's Accountants Advisory council for 2017-2018. In order to help more entrepreneurs with thrive in the businesses, I co-founded Humnly to provide on-demand HR services as a compliment to Reconciled's bookkeeping services. I've also become fascinated by the disruption that blockchain technology will have in the accounting industry, hence my interest in launching BlockchainVT.co and am a Blockchain Certified Expert with the Blockchain Council. HOW DO I KNOW IF I NEED AN ONLINE BOOKKEEPING SERVICE OR VIRTUAL CFO? As an online firm, we bring financial leadership in all areas of accounting (from Bookkeeper to CFO) to businesses across the country. Thanks to cloud technology tools like Quickbooks Online, small businesses can now afford bookkeeping & CFO services remotely. If you want to spend your time focusing on what you do best and let me and my team do what we do best, don't hesitate to reach out. Let’s connect! michael@getreconciled.co