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

Jetpack Workflow
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Apr 3, 2020 • 11min

BONUS: Will "BigBox Tax" survive COVID-19? & Other Undercover Discoveries

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.
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Apr 2, 2020 • 42min

How to Work Smarter Not Harder to Make $1.2 Million With No Overtime

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 If you are tired of: • The outdated model of trading dollars for hours • Working endless overtime • Working with unappreciative clients • Feeling frustrated that your hard work has unmatched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.
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Mar 19, 2020 • 33min

Stuck at Home? Five Cloud-Based Apps to Improve Your Accounting Business from Anywhere

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.
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Feb 20, 2020 • 33min

Making A Multi-Million Generating Firm In Half A Workweek

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
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Feb 13, 2020 • 34min

Why You Need To Start Niching This Year For Riches Three Years From Now

Chief Marketing and Head Bottle Washer. Enjoy working with thousands of small accounting firms in North America ranging from website development, outsourced marketing, to marketing partner. Build Your Firm excels at accounting niche development so you can develop a competitive advantage and reduce price competition. In a nutshell, I am passionate about marketing and building businesses. I've been doing marketing for 30+ years and still enjoy helping accountants develop amazing practices that are worth more (higher multiple when you sell).
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Jan 30, 2020 • 32min

Listen to this Interview Before You Outsource Accounting Work

The most professional accounting outsourcing partner to help you build and grow an offshore team. The experts to select and develop your best people. We live and breath the accounting industry only. Everything we do is about making your life easier. We understand the value of your time and the trust your clients place in you. Our eco-system provides people experience,professional development, technology, security, peer to peer community, social impact and leading-edge facilities.
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Jan 23, 2020 • 32min

Getting Your Content Noticed In The Marketplace

Want the perfect social media funnel? Grab yours here - https://www.leaders-online.com Are you a professional service provider who wants to grow their business? Let's see if I can help. Schedule a free discovery session here - https://calendly.com/leaders-online/marketing-discovery-call
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Jan 16, 2020 • 51min

A New Evolution For Value Pricing

Radio Talk-Show Host, The Soul of Enterprise: Business in the Knowledge Economy, heard on www.voiceamerica.com Writer, seven books published: Professional's Guide to Value Pricing (CCH) The Firm of the Future (Wiley) Pricing on Purpose (Wiley) Measure What Matters to Customers (Wiley) Mind Over Matter (Wiley) Implementing Value Pricing: A Radical Business Model for Professional Firms (Wiley) The Soul of Enterprise: Dialogues on Business in the Knowledge Economy Educator on pricing, trashing timesheets, firm of the future, leadership, ethics, economics, innovation and creativity, marketing, intellectual capital, knowledge management, and other topics. Specialties: Pricing, ethics economics, marketing, intellectual capital management, and leadership for professional knowledge firms--CPA, law, advertising, IT firms, etc.,
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Jan 2, 2020 • 46min

How To Add VITALity To Your Firm

Are you running a new or established accounting firm? Do you feel frustrated because you are not getting the A-Grade, higher value clients that you really deserve and desire. Are you wasting your time working with clients that drain you? Or, worse still, do you struggle to even get a steady flow of new clients? Would you like a proven method for getting 3-5 sales calls a week booked into your diary? And crucially would you like a way to do this that fits with your personality, and how you want to live your life? My methods are proven, highly effective and simple - all you need is 5 hours a week. If you are amazing at what you do, and want to get the higher value clients seeing you as the hero to their business, then I can help. If you need a proven process, accountability and coaching then my programs - Momentum or Velocity - will be for you. If you are: - starting a new accounting or bookkeeping firm and want to leave your day job - Already working with clients in your established firm but your revenue has plateaued - Needing to add £100K to your revenue in the next 60-90 days - Have time to work with 2-3 new clients a month - Have 5 hours a week to implement - Are friendly and coachable Then we could well be a good fit. I absolutely LOVE helping accountants and CPAs get the Superpowers that drive the success of their business. Your results are my number one priority. My programs come with a guarantee. When you wake up with your calendar full of messages from ideal clients wanting to work with you, everything in your firm becomes easier. Whats next? Click on the blue connect button above. Watch the Case Study where I cover how accountants/CPAs can acquire 3, 5 or even 7 high value advisory/consulting clients every month without spending a penny on advertising or copious amounts of blogging https://amandacwatts.com/case-study/
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Dec 26, 2019 • 40min

How Workflow Improvements Helped This Firm 2X Clients and 3X Revenues!

Money Smarts Inc strive and specializes in small business accounting. Our success is measured by the success of the great company's we work with.

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