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

Jetpack Workflow
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Jul 4, 2019 • 26min

Avoiding The "Oh Crap" Moments – A Case Study With Diana Stefanyshin

I started in accounting back in 1991, when it just kind of found me. I continued working for other companies for quite a few years, keeping records, preparing reports, payroll (you know, all the fun stuff), but also helping develop new policies, procedures and software implementations. I took night classes at SAIT, going for my Diploma in Business Administration with an Accounting major, where I graduated with honors in 2008. I established Bottom Line Bookkeeping a year later, giving me a place where I could work towards my personal vision of how bookkeeping should be done. I've always been a bit of a technology junkie, always wanting the latest and greatest, and I could really see the potential for technology to change the way bookkeeping and accounting were approached. What I love best about this field is solving problems for my clients. I believe in a transparent, collaborative approach to accounting, which helps me identify individual problems they're facing and work together to find a solution. Where old school accounting really just comes down to recording history, I try to take a more proactive approach, working closely with clients to develop complete business solutions. Making it easy for clients to "set it and forget it" allows them to focus on what they do best, while I do what I do best.
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Jun 27, 2019 • 20min

Getting Your Feet Wet With Jetpack Workflow – John Bowman

I head up all of our customer facing efforts here at Jetpack Workflow and oversee our Success and Support Teams. We work with thousands of customers in 18+ countries and I love every one of them. I'm passionate about building long term relationships, solving problems, and bringing value to the world.
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Jun 20, 2019 • 28min

Building A High-Performance Recruiting System For Your Firm – Chuck Bauer's 2nd Interview

Work Smarter, Make More Money, & Take More Quality Time Off with Chuck Bauer's business consulting and sales training! Companies and businesses from a variety of industries benefit from his business consulting, sales management consulting, individual sales coaching & sales tune ups drawn.
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Jun 13, 2019 • 27min

The Cloud + Training = Success: Lisa Channell of Bonfire Bookkeeping

I use Quickbooks Online and apps to give you real time data. Hand your books over to me with ease, knowing I will take care of your books with skill and confidence. I come equipped with custom apps that will save you so much time - it's as easy as taking a picture! I work with everyone from small business owners to large organizations. Call or email me for more information on the bookkeeping services I can offer your business.
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Jun 6, 2019 • 29min

Building A Strong Team From Hire - Renee Daggat from Admin Books

Renee is the CEO of AdminBooks and she received her bachelor's degree from San Jose State University in 1989. She is an Enrolled Agent tax preparer, enrolled to represent tax payers before the IRS. With this license, she uniquely brings peace to her clients by helping them with all the aspects of running a business. Renee is also an Advanced QuickBooks Online Consultant with Intuit, named top 200 Proadvisor in 2017 (top 1% in her field) and is a member of the Intuit Trainer/Writer Network. Renee has corporate financial management experience dating back to 1995 and is passionate about equipping business owners with the tools they need to run their business simply and efficiently. Renee is also the author of "Your Financial Flight Plan: Pilot Your Business to Profitability." In her book, she demonstrates in a creative way the reasons why every business owner needs to be a better manager of his or her business. She also provides examples of how owners can be successful. End-of-the-chapter questions motivate the readers to make any necessary changes to improve business. Born and raised in California and happily married since 1990, Renee is the mother of two sons. She lives her life with purpose and thrives on helping her clients do so as well. Contact Renee at: renee@adminbooks.com | 408.782.9640
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May 30, 2019 • 28min

Jetpack Interview with Veronica Wasek

Are you looking for a trusted and reliable financial team who care about you, your business, and your vision for your business? ► HOW I CAN HELP YOU ◄ I help owners of modern service-based companies to free themselves from the hassle of dealing with the numbers side of their business. My services include: ♦ Cloud accounting and bookkeeping using QuickBooks Online ♦ QuickBooks Online set up and conversions ♦ Regular QuickBooks checkups ♦ QuickBooks cleanup (from small to colossal) ► CLIENTS I WORK WITH ◄ ♦ Modern service-based companies ♦ Creative and innovative businesses ♦ Veterinarians ► IS THERE VALUE IN US TALKING? ◄ ♦ Do you want to free up your time and stop worrying about your business so you can do what you love? ♦ Do you want to work with highly qualified, trusted, and dedicated professionals dedicated to your success? ♦ Do you value working with an expert? Let's talk. If you're unhappy with your current accounting pro or if you're ready to let experts handle your financial management. We are a trusted and reliable team of experts with a proven track record. Schedule a free discovery session at ♦ https://vmwasek.as.me/vw45dc ♦ MY STORY: After losing two jobs to the great recession, I started my professional services company in 2010 from nothing - no clients and no employees. I read the book "The E-myth Revisited" and realized that I am an entrepreneur and I never looked back. I set out to reinvent the traditional accounting firm and to redefine the role of the accountant. I focus on listening to my clients and with improving their business lives so they can focus on their passion.
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May 23, 2019 • 32min

How to Use Your Influence to Grow Your Firm with Steven Gabrielsen of SLG Advising

Hey Real Estate Professionals, Are you ever surprised by the amount of taxes that you owe at the end of the year? Do you ever wonder about the true profitability of your business? I have worked with many agents and brokers who have asked these same questions and have built solutions that cater to each specific situation. If you are interested in hearing more about how my services can take your business to the next level, I would love to jump on a quick call with you and talk about your situation. To schedule a FREE Strategy Call with me, check out my website at www.slgadvising.com or please email me at steven@slgadvising.com. Instagram: @stevengabrielsen
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May 16, 2019 • 36min

Streamline Your Firm to Run Without You with Ron Saharyan

What is Profit First Professionals (PFP)? An exclusive hand-picked community of accounting and business professionals who are using the Profit First methodology to help their clients build highly profitable businesses using a consultative approach What are the Key Benefits? Easily attract higher quality clients who are searching for quality professionals to provide premium level business services Finally switch from a time-for-money pricing structure to highly profitable value-based packages so you can stop working harder (and love what you do even more)! Get nuts-and-bolts specifics on how to focus on high-value business services (and less on typical tax compliance and bookkeeping only) Gain more confidence and skills knowing that you're on the leading edge of a major shift in our industry where you can reach your financial goals (and beyond), and help your clients thrive in the process
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May 9, 2019 • 32min

Doubling Your Accounting Business Year Over Year

I founded Automated Accounting Services (AAS) to provide small-business owners an outsourced bookkeeping and payroll solution and to provide advisory services. My firm is cloud based which allows my clients to access their financial data virtually anywhere and I provide them insight to keep their business running successfully. We're involved, engaged and devoted to a client-experience that revolves around meeting small-business goals with technology based financial solutions.
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May 2, 2019 • 34min

Vacationing Without Losing Your Business – Kelly Christian of KC & Company

Our passion is creating calm & clarity for business owners & their finances. We know you didn't get into business to do bookkeeping but we did!

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