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

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

Jackie Meyer, CPA, CTC is President and Founder of Meyer Tax Consulting LLC, in Southlake, Texas. Her team works with executives on strategic tax planning. With her team working completely virtual across the state of Texas, the firm stays on the cutting edge of technology working closely with industry leaders on innovative products and offerings. Jackie began her career in finance while obtaining a BS in Finance at UT Arlington. After realizing a zeal for taxes, she began working at Deloitte Tax while pursuing a MSA at Southern Methodist University. Her passion to combine technology with unparalleled client service came to light at age 27 as one of the youngest female CPA firm owners. At the same time, Jackie became a best practice consultant at conferences and accounting firms across the nation. Wanting to harvest drive and opportunity for others, she works with local nonprofits to mentor those less fortunate in their education, career, and business ventures. Jackie also has two young children and and loving husband, Mark, with whom she attends Gateway church and explores other cultures and the world with. Specialties include concierge CPA services for family offices, entity planning and selection, IRS representation, Multi-State investments, TX Margin Tax, and Oil & Gas accounting. She has a passion for taxes and educating the public on their rights. Going green with latest technologies and a paperless office, our clients range from Dallas locals to international remote businesses. Request a complimentary consultation on our website meyertax.com, e-mailing office@meyertax.com, or calling 888-272-1258. Strengthsfinder 2.0 - Futuristic, Achiever, Learner, Input, and Focus

We help CPA firms by providing them payment options that their clients want via an Online Payment Portal – that was Built by CPAs for CPAs", We provide your clients the payment method of their Choice. Our options are a win for the client and win for the firm as we make sure the firm gets paid quickly. Personally: I've always thrived in opportunities that offer multi-dimensional aspects of the job in an environment that lets me be a team-oriented, passionate, hands-on coach and leader with an entrepreneurial spirit who drives and delivers exceptional results. But maintaining the status quo is not in my business DNA. I'm a manager who isn't satisfied with average. In today's highly competitive environment, evaluating existing situations and creating new approaches to promote continuous growth means being the point man for new and changing initiatives, taking a calculated risk. Business acumen and a talent for insightful analysis used to identify key sales metrics, define and measure the sales process to develop benchmarks for growth and drive the organization forward are essential qualities I bring to the table. I know the importance of cultivating beneficial business relationships and have created strong connections with partners in the CPA, financial sector, government, and Fortune 1000 companies. Providing leadership through innovation and leveraging the potential of a direct sales force, offering a competitive sales compensation structure, and attracting, developing, and retaining the best talent are essential to keeping a sharp competitive edge and positioning the company for sustained financial health and longevity. I am open to sharing ideas with successful other thought leaders. Let's Connect.

Is keeping track of the financial stuff stressing you out and interfering with your productivity? Let me help. I offer: - Bookkeeping services using QuickBooks Online - QuickBooks Online training - QuickBooks Online Setup - Books Review - Catch up bookkeeping - QuickBooks Online cleanup I work best with: Small service-based businesses, freelancers, and sole proprietors using QuickBooks Online. Do you want to work with a highly qualified, trusted, and dedicated professional? I treat your business the same way I treat mine. Let's chat. If you aren't satisfied with your current bookkeeper or you don't have anyone helping you right now, schedule a free discovery session at https://floridavirtualbookkeeper.com/book-appointment/ Do what you do best and outsource the rest!