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

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.

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 from over 3000+ LIVE sales training experiences. He has personally coached on 1000s of transactional/non-transactional sales processes all the way up to multi-million dollar international sales deals. Utilize his experience to GET INSTANT RESULTS for your business, sales team, or company! Call 855-740-SELL or email Chuck at chuck@chuckbauer.com. Chuck is a highly sought after Speaker and a member of the National Speakers Association. His information is widely published in many print and internet-based publications. A licensed instrument-rated private pilot, certified open water scuba diver, disciplined body builder, and Bikram yoga practitioner, Chuck lives in Dallas, Texas. Specialties: Business Consulting Business Seminars Sales Seminars Sales Coaching Sales Management Consulting LIVE Sales Tune Ups Sales Mastery - Published by Wiley Professional Affiliations: IIAT - Independent Insurance Agents of Texas PASBA - Professional Association of Small Business Accountants CFG - Collective Financial Group NTRCA - North Texas Roofing & Contractors Association

Roger Knecht is President of Universal Accounting Center. Since 1979 they've worked to help accounting professionals excel in their careers. As a post-secondary school they've trained and certified individuals in accounting, bookkeeping, tax and consultative skills to help them get paid what they are worth. Helping accounting professionals have the premier accounting service in their area offering quality value added services with confidence and competence. Roger is a strategic business development leader helping business owners establish short & long-range goals, strategies, plans and policies to increase sales, improve profits and build the value of the business. He enjoys working with business owners to increase the financial value of the company using proven strategies, processes and procedures to: * Engage & Manifest – Becoming the leader the business needs * Understand Accounting - Timely information to intelligently run the business * Increase Sales - Follow a proven sales process * Improve Profit - Nine Principles for Profitability putting Profit First * Build the Value of the Business - 8 Key Drivers in Business Business Coach http://universalaccounting.com/build-your-business/ Professional Speaker & Trainer http://universalaccounting.com/speaking-engagements/ Additionally working to help accounting professionals become Profit & Growth Experts for their employers and business clients as certified professionals & value builder providers. http://universalaccountingschool.com/get-certified/

Bookkeeper specializing in QuickBooks Online with over 10 years experience. Strong focus on creating processes & systems! I specialize in creating a process that will make the financial side of your business less intimidating. Using technology to streamline process and save time is what we do best! We cater to entrepreneurs and small businesses. Services include (but are not limited to) all aspects of virtual bookkeeping including Accounts Payable/Receivables, budgeting, payroll, app integration, and bank reconciliations. We offer QuickBooks consulting, maintenance/setup, cleanup, and more. Advanced Certified in QuickBooks Online Core Certified QuickBooks Pro Veem Multi-National Partner TSheets Certified HubDoc Certified Gusto Bronze Partner ReceiptBank Partner