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

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

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

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.

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!

Attention Small & Medium Businesses and Accounting Firms! I WOULD LOVE TO INTRODUCE YOU TO CLOUD FINANCIAL TECHNOLOGY (CFT) to your accounting clients, your small or medium business, or your employees! LOVE TO! Not like to, love to. WHEN I EDUCATE PEOPLE about cloud accounting options, it's always rewarding. For me, for you, for your business 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 tickyity-boo" kind of fun. CALMWATERS (aka me) wants to help you and your company learn more about what's out there, what it can do for SMBs and how it can help your accounting clients. And then I WANT TO MAKE THE CONVERSION PROCESS for you and your business seamless and painless. I will educate all of you on how to get the most out of this great CloudFinTech. I know what programs help with all varieties of small/medium business accounting needs. I know how to implement and use these programs. And I love to impart that knowledge. CALMWATERS KNOWS THE PAIN POINTS! Of implementation, of conversion, of fear of new ways of accounting, f finding the time and energy to transition businesses, of those first few weeks of using the new programs. CALMWATERS knows the beauty and the limitations of CloudFinTech. I won't convert a file if it's not going suit a client. I will be upfront about who isn't going to have a good experience with CFT. And I will let you know who should get on with it now, like NOW. I AM THE BIGGEST ADVOCATE OF #CLOUDFINTECH (especially #TheFabFour) for SMBs! I understand each program's limitations and best fits. I will impart best practices to make the experience smooth. I know the tricks and tips. I know how these programs get along with each other and why you will love apps with accounting programs. So GET ON WITH IT. Call or email me and let's talk about CloudFinTech.

Managing Director of Advisory Services at WithumSmith+Brown. Frequent speaker on everything technology! Author of many articles related to CPA Firm technologies. Member of AICPA. Member of NJSCPA. Past member of AICPA Coucil and AICPA Board of Directors. Past Chair of the AICPA Tech+ Conference and AICPA CITP Credential Committee. Current Chair of AICPA ENGAGE. Past President of the NJSCPA. Licensed CPA in NJ, NY and NC. Specialties: CITP, CPA, CFF, Technology, Internal Technology, IT, CGMA, IFRS, SOC1, SOC2, SOC3

CPA with 18 plus years experience in helping businesses and individuals in a variety of capacities from tax and accounting compliance to overall business advisory services for small to medium size businesses. Clients include businesses in construction, food service, IT Consulting, manufacturing, medical, real estate. and retail.

For years, I've taught CPAs how to double their income in 12 months using advanced tax reduction strategies. We focus on saving affluent business owners more money and they love working with Certified Tax Planners. Through the nonprofit org, the AICTP, we've licensed over 600 tax pros & most have more than doubled profits by using these skills. Are You A CPA Or Enrolled Agent Who: ✪ Wants to deliver the most value & service to clients? ✪ Is ready to take your business to the next level & leave the status quo? ✪ Is willing to learn a new way of working that creates more free time? ✪ Is ready to increase your profits without increasing your workload? I've helped hundreds of our members save their clients millions and earn thousands per hour by doing business a different way. As a CPA myself, I know how HARD it is make worthwhile income. It's time to STOP Working Hard & Start Working SMART. At AICTPC, we provide hands-on training, proven systems, tools, support, and the Certified Tax Planner (CTP) designation. When graduates achieve their tax planning credential, the designation conveys their unique expertise in tax planning. ☞Message Me To Learn More! Email me: admin@certifiedtaxplanners.com

I own a CPA firm working virtually, and focused on various vertical niches, such as design, web, agency niches, and Crossfit Box owners. I facilitate transformation in people's firms, agencies, and companies. I also consult with CPA firms that are looking to grow, change, and build teams. I do regular business coaching with my clients, and perform live onsite retreats as well. I speak and write too.