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

Clayton Oates is a Business Efficiency Specialist and Thought Leader in the Accounting Technology Industry, with more than 25 years experience in the Accounting, IT Consulting and Bookkeeping industries in Australia. He brings knowledge and passion to the cause of helping small business owners and operators, Accountants and Bookkeepers build stronger businesses, with systems that are simple and effective. He is co-founder of QA Business, a specialist independent IT Consultancy practice focused on Small Business Efficiency. Since its inception, QA Business has set up and managed thousands of business systems throughout Australia, ranging from sole-trader home based businesses through to large corporations. QA Business specialises in implementing business software solutions that focus on business efficiency and work/life balance for the business owner by utilising software as a productivity tool within the businesses. Clayton has also developed systems that improve the financial management process within a business and documenting systems that not only benefit the Business Owner, but provides an opportunity for the Bookkeeper and Accountant to provide greater value to the business. Clayton is also a regular presenter at various Accounting / IT and Business Consulting events and over the past 15 years and has helped more than 20,000 businesses implement simple (and effective) systems to improve financial management and enhanced customer service levels. Clayton talks from experience and operates his own business by using the practical solutions that he teaches his clients. Building QA Business from a small regional town on the NSW North Coast with a focus on systems and customer service has enabled him to enjoy a lifestyle which he truly believes is attainable by all. However perhaps his most important achievement to date is being happily married to my best friend and the proud dad of 5 fabulous humans.

No one is good at everything. As much as you might be in command of your core offering, chances are you can still benefit from a coach in certain aspects of your business. I help accountants get the message out about the services they offer with structured, guaranteed practice development programs. My services are designed to help professional accountants who struggle with reaching their target audiences with sharp, meaningful, and relevant information. Whether its, how to market and sell your firm's services, how to integrate financial planning into your tax practice, how to buy or sell a practice, or how to establish an online presence with social media and marketing automation, this is where I come in. If you need help to identify how you can future proof your firm and create the 21st Century accounting and tax firm please talk to me. Specialties: Marketing Accounting Services, Integrating Financial Planning Into a Tax Practice, Buying & Selling Accounting Practices, Leadership Coaching, Sales Training, Coaching & Digital Marketing Strategies

CEO and Founder - Woodard Consulting and Woodard Events - Intuit Premier Reseller, QuickBooks Consultants and Mid-Market Inventory Management Consultants - Atlanta Georgia Host - "Scaling New Heights" - An Advanced Training Conference for QuickBooks ProAdvisors Host - Woodard Network - the world's largest independent professional network specifically designed for certified QuickBooks ProAdvisors Contract Author and Instructor - Intuit, Inc. Member - Intuit Writer/Trainer Network Member - Intuit Premier Reseller Program Host - Tech Makeover - a documentary show broadcast at www.woodard.com/media Host - Scaling New Heights Podcast Specialties: Software consulting, channel development, event production, professional speaking and training

I assist small business owners, bookkeepers and accountants to adapt to new cloud accounting software in Australia. Through this we'll help you save time, grow your business, improve your marketing and more importantly attain a work-life balance you enjoy. In order to achieve your goals, you must be a leader and a believer. Your peers need to feel part of something real and exciting in order to succeed. Turning up to work is just not enough. I believe in creating a positive environment that stimulates and motivates people. An environment that allows people to grow, develop and most importantly enjoy their work. I am committed to: - Continuous learning and development. - Maintaining constant feedback channels. - Enjoying myself and having fun. - Succeeding. I have extensive experience across the payments and ecommerce sector as well as the accounting and fintech industry. I've managed teams of up to 25 people at any one time across all of my roles. I'm always looking for new opportunities to learn and grow my personal brand.

M.C. Johnson Enterprise LLC We acquire lower mid market companies as well as value add partnerships looking to maximize long-term business results. Our ideal partners are founders and family businesses looking for exits due to retirement or other business opportunities. We also seek partnerships with entrepreneurs who have a deep desire to take their business to new levels and want to stay involved in their day to day operations but looking for help in managing the big picture. We strive to create long term value instead of short term returns with strategic digital marketing, creative capital allocation, asset repurposing and evolved enterprise models. Send us a message if you're looking to exit your company or are seeking a value add partnership. United Business Leaders We use data driven insight to create high ROI campaigns for forward thinking companies. Our primary business specializes in Search Engine Optimization and Instagram Campaign Management to drive business results. Lead SEO Strategist Remarkable Digital Assist Remarkable Digital with creating and implementing lead Search Engine Optimization strategies. Co - Host of The Coders Startup Podcast The Coders Startup Podcast is a weekly show dedicated to helping new entrepreneurs get their business off the ground. We discuss everything from marketing, finance and product development, to life challenges as an entrepreneur.

As Founder and President of SingletrackBookkeeping.com, I help small businesses use Cloud Technologies to get automated and go mobile. We are QuickBooks Online specialists and work with business owners to integrate their accounting with add-on apps from the "QBO" Ecosystem: online payroll & timesheets, bill pay, expense reports, document management and much more. We consult on building the best system for your needs, then act as your support team. Our automated bookkeeping service keeps your business updated behind the scenes, freeing YOU to run your business (and have a life). SingletrackPayroll.com offers completely automated full service online payroll for businesses in over 20 states. You submit payroll, we do everything else. 100% guaranteed accurate tax calculations and online employee onboarding make it simple; our small business low cost plans make it affordable. "I love technology" - Kip Dynamite

After working in other companies and firms for 10 years I started a tax, accounting and consulting firm called Axiom CPA in 2005. The focus of that company was to help business owners identify where they want their business to go, plan strategically to get there and execute those plans on a weekly and monthly basis. We also spent a large amount of our time in traditional CPA firm services such as accounting, bookkeeping and tax preparation. In 2012 the tax and accounting firm clients were sold to another firm and Axiom Strategic Consulting narrowed its focus to strategic planning and execution. As a CPA I am more focused on the numbers than most consultants or coaches. The programs and strategies we devise with clients can always be traced to their impact on the bottom line. As a consultant my approaches and tools have been developed in the trenches alongside business owners and their teams.

Thirty years as a multiple award-winning producer, director, writer, executive, and actor for most major TV networks and studios. My goal: position Cloudwalker Videoworks as the top supplier of network-quality, affordable, high-impact videos for websites, product, corporations, non-profits, local TV ads, and more. Looking to network with companies with which I have a natural synergy, such as marketing/branding and website firms, to create mutually beneficial business opportunities. Specialties: Directing, Producing, Writing, for TV, film, and stage.

I am an entrepreneur and manage finance departments for small businesses. With 15 years of finance and human resources experience, I have worked with successful HR Directors, CEO's, pastors, and small business owners. I enjoy working with CPA's and have done so from coast to coast who support my work. My experience has given me the ability to work with all levels of an organization.

Ken Pyle is a partner of DFDR Consulting specializing in Information Security, Computer Forensics, Enterprise Virtualization and Network Engineering. Ken has an extensive background in Network Penetration and Remediation, Compliance and Secure Design. Prior to joining DFDR, he served as a Security and Network Engineer for several Information Technology companies and as the IT Director/Security Engineer of a large accounting firm. Ken has consulted with financial institutions, banks, government defense contractors and other highly secure facilities on issues of Information Security, Computer Forensics and Secure Network Design. Ken has lectured on Information Security and has published several whitepapers on subjects including public information gathering via Social Networking and Social Engineering. Ken was a featured speaker at the 2015 Computer and Enterprise Investigations Conference (CEIC). Ken is a highly rated and popular lecturer on Information Security, presenting for several professional organizations including Wolters Kluwer, Prime Global, RBMA and AGN. Ken is also a subject matter expert for Information Security, appearing in industry publications such as Accounting Today and the New Jersey Law Journal. In 2015, he was recognized as a "40 under 40" by South Jersey Business People. Holding numerous security and technology certifications from industry leaders such as Offensive Security, ISC2, Guidance Software, EC-Council, Cisco, VMware, CompTIA and AccessData, he has also published several software vulnerabilities and exploits, and is an active researcher. He is currently working on a book concentrating on Cybersecurity, Forensics and Secure Design.