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

Tax expertise in the following areas: Partnership Taxation Corporate Taxation Individual Taxation Business State Taxation Technical Experience: Quickbooks RIA & CCH Federal and State Adobe Excel Word Peachtree ProFx Tax, Engagement 2010, 11, 12, 13 Texas Monthly 5-Star Wealth Manager Award Specialties: Business and Individual Taxation compliance and consulting

I am a serial CFO and entrepreneurial accounting professional, most recently as Co-Founder & CEO of ReconciledIt.com and Owner of Burlington CFO, LLC. I got started in the profession at an early age. As the son of Cambodian refugees who made our home in Arizona in the early 80s, I worked for an amateur sports nonprofit during high school. At the age of 16, while overseeing their database structure and event enrollment, I was quickly named as Controller for that same nonprofit and served until I was 19 and in college. Since then, I've served in a variety of financial leadership capacities, from Controller to CFO. After moving to Burlington, VT in late 2011, I've quickly became a trusted adviser to CEOs and business owners, developing a niche as a part-time CFO. I launched ReconciledIt.com in 2015 as my customer's demands for bookkeeping services grew and the technology to serve them online has come to a good level of maturity. We have grown relatively quickly and was selected by Intuit as a 2016 Firm of the Future Runner-up, recognizing us as one of the most future-ready and forward-thinking firms in the world. HOW DO I KNOW IF I NEED AN ONLINE BOOKKEEPING SERVICE OR VIRTUAL CFO? As an online firm, we bring financial leadership in all areas of accounting (from Bookkeeper to CFO) to businesses across the country. Thanks to cloud technology tools like Quickbooks Online, small businesses can now afford bookkeeping & CFO services remotely. If you want to spend your time focusing on what you do best and let me and my team do what we do best, don't hesitate to reach out. Let's connect! michael@reconciledit.com

I'm a Certified Public Accountant and a Registered Investment Advisor, author, and financial & tax educator. I believe there's more than enough good fortune to go around, and my genuine passion is helping small businesses thrive. I'm an entrepreneur myself, and it pains me to see small business owners getting bogged down in unnecessary, time-consuming details. With what I know, I can easily help them enjoy their businesses – and their lives – more fully. This is what my firm, The Omar Group, is all about – removing roadblocks and paving the way to success for every entrepreneur. My second company, CPA Marketing Genius, does the same specifically for CPA firms. I started The Omar Group in 1996 to help New Jersey entrepreneurs uncover the untapped profits and hidden tax savings in their small businesses. Since then, I've helped hundreds of small business owners do just that, using our proprietary "profit detective" system. Additionally, I educate small business owners through my books, videos, seminars and coaching. My specialty is businesses ranging from start-ups to those with revenues of up to $20 million a year. I am the author of two books: Straight Talk About Small Business Success in New Jersey - and - The Ultimate CPA Practice in the New Economy

David Fisher, keynote speaker, author and coach, has seen all the mistakes financial professionals like you have made when networking for accounting clients. Most spend zero time networking or they don't spend their time correctly when networking for accounting clients. David's built a catalog of books you can use to learn more advanced networking strategies whether you're a : freelancer, business owner, Linkedin user and more. On this episode of the Grow Your Firm Podcast, David Cristello and networking guru David Fisher dissect: The best way to network without doing "traditional networking" How just a few minutes a year could turn into new accounting clients Advanced strategies for closing the sale "From Linkedin" https://www.linkedin.com/in/iamdfish I help individuals and organizations harness the power of relationships to uncover new opportunities and make existing business easier. My goal is to help people win more business by building their personal influence and create human connections. My particular specialty is user adoption, i.e., getting people to actually take action on what they know. My goal is to help professionals be better professionals. That encompasses networking, sales, communication, entrepreneurship, and personal development. I focus on the skill sets that enable individuals to be more effective and successful on a daily basis. I am the author of "Networking in the 21st Century: Why Your Network Sucks and What to Do About It" and I frequently speak on business networking and social media (especially LinkedIn). I am the host of "Beer, Beats, and Business", a podcast which provides listeners access to the thoughts and ideas of today's top movers and shakers. I also specialize in supporting salespeople, small business owners, entrepreneurs, and "solopreneur service providers" as a business coach. I played the drums in a band for many years, and though I don't play as much anymore, everyone still uses the nickname I earned back then. So the next time we chat, feel free to call me D. Fish...

I'm a virtual CFO with the power (and the tools needed) to teach you and/or help you to maximize your profits and productivity. Please refer to the Contact Info link above for all of my contact information. That is the fastest way to connect with me and get/give information about how we can help one another. Attention Small Business Owners, Sage Users, QuickBooks Users, Xero Users, Bookkeeping Professionals, Tax Attorneys, and CPAs! I take the complex and make it simple. I'm a teacher and I know how to make it easy for you by teaching you the financial side of your business in a way that makes it easy to understand. I increase your productivity by either teaching you or helping you to use the small business applications that are out there and within your reach to streamline your business and make it grow. I help you or your clients learn, retain and generally get help with QuickBooks and other business productivity software so that you can run your business and focus on what YOU do best! I prepare you or your clients'​ financial accounting for your IRS audit so that you can have peace of mind - even during a stressful experience like an audit. I clean up your financial accounting records, and I maintain them while managing your financial projections month to month so that you can set and reach your goals month to month and year to year. Are you a rental property owner or manager? Visit my site at http://www.RealEstateAccountingWithQuickBooks.com You can learn a tremendous amount from me for free. Let my blogs and my YouTube Channel speak for themselves: http://nerdenterprises.com/blog/ http://nerdenterprises.com/tutorials/ http://www.youtube.com/nerdenterprises

Rob has forged a niche to be the world's foremost authority on how Accounting firms can achieve peak performance. Rob believes that Accountants are the natural trusted adviser to business. He believes that technology needs content and methodology to really be useful. He believes that Accountants are not that interested in the future they are interested in what they need to do NOW. He also believes that unless Accountants change their business model then a big part of their current revenue will go the way of the dinosaur. Since 1994 he has been running businesses that specialise in helping Accountants run better, more profitable businesses. His speaking work has taken him around the world where he has spoken to in excess of 150,000 accountants. Currently his landmark strategies and products are used by over 16,000 accountants in over 20 countries. In 2005 he created the revolutionary coaching model called coachingclub. The coachingclub model enabled firms to be accountable, to consistently learn and to share ideas amongst their peers. The vast majority of firms have doubled or tripled profits because of the program. He is the author of 2 bestselling books "Accounting Practices Don't Add Up – why they don't and what to do about it" AND "Remaining Relevant – the future of the Accounting profession". Both have received rave reviews from Accountants and industry professionals from around the world. In 2014 he released a groundbreaking cloud software solution called PANALITIX. Accountancy firms around the world use PANALITIX to get better numbers and delight their clients. PANALITIX helps Accountants automate their marketing and delivery of business advisory services.

on Heather from: https://www.linkedin.com/in/heatherpranitis Hi, I'm Heather. I have 20 years of experience managing and advising businesses across many industries (IT, law and fitness, to name a few.) In my current role as owner/operator of Number Nerd Bookkeeping Solutions, I help individuals and small businesses get their numbers in order through financial auditing, analysis and planning, and I'm particularly skilled at taking your unorganized data and presenting it in an easily digestible way. I always speak in plain language, have an eye for detail, and a knack for teaching others to develop good accounting habits. Number Nerds is a full-service bookkeeping firm based out of Surprise, Arizona but serving clients around the world. Owned and operated by experienced bookkeeper and financial consultant Heather Pranitis, Number Nerds specializes in getting clients' numbers in order through financial auditing, analysis and planning. When working with Number Nerds you can expect customized solutions to your specific bookkeeping challenges, easy-to-read financial reports and answers to all your tough finance-related questions, in plain language. Number Nerds staff have worked with companies of every size and from many different industries to improve their bookkeeping process develop good accounting habits.

Richard founded the firm in late 2009. He has over 20 years of experience servicing organizations ranging from small closely held businesses to large Public Companies. Industries have included manufacturing, real estate, construction, non-profit, retail, employee benefit plans, local governments, automotive, education, health care, broker-dealers and professional organizations. Richard has served clients both domestically and internationally. Richard received a Bachelor of Science degree in Accounting from Drexel University in 1987 and is certified in the Commonwealth of Pennsylvania. Richard is active in the local community and has served on the Board of Kendal Crosslands Communities for 10 years. He is currently the Clerk (Chair) of the Board of Directors. Affiliations: American Institute of Certified Public Accountants (AICPA) – serving on their National Peer Review Committee. Pennsylvania Institute of Certified Public Accountants (PICPA) – serving on the Peer Review Committee as well as the Accounting and Auditing Procedures Committee. He is also a frequent author of the PICPA Journal on accounting and auditing topics. Member of PrimeGlobal – serving as vice-chair of their Peer Review Committee and an annual presenter at their Business Assurance Conference. Fellow of the American Board of Forensic Accountants.

On Martin Bissett Having spent a little under 17 years working with accounting firms across the UK to grow their firms by pro-actively winning new Grade A clients , launching USP was designed to be a departure into the education sector in order to assist business students and young professionals to develop the skill set,confidence and commercial awareness they need to achieve their career goals and exceed the expectations of their current and future employers. Increasingly this work found a home in the accounting profession as firms looked towards developing their next generation of practice leaders and trainee recruits. These worlds have now collided allowing USP to develop training, consulting, coaching and research content, often in business development disciplines; to empower both accounting educators and commercial firms to understand each other's needs and develop their CPD for emerging and future leaders accordingly.

If your looking at growing fast for your CPA firm, would you consider a firm merger? Rob Cameron started his first firm in 1989 and since then has expanded his practice across Central Illinois through a firm merger with new partners. Sometimes, you may have to merge when unforeseen circumstances arise…Rob tells about his. In this episode of the Grow Your Firm Podcast, with Jetpack founder David Cristello, Rob walks you through: What is the most important piece in determining the success of a merge [it's not what you think] The timeline for a merger from discussion to completion What to EXPECT when you first merge On Rob: A certified public accountant for more than 20 years, Rob Cameron has helped hundreds of people achieve their personal and business financial goals. As a small-business owner himself, he has experienced the challenges of keeping up and getting ahead. Rob knows how to help you make the most of your hard-earned money. As a long-time coach and referee of youth sports, Rob demonstrates his commitment to consistency, discipline, and honesty. Those values guide his work for Hughes, Cameron & Company, LLC clients, who can be certain that Rob is looking out for them. Rob is like no accountant you have ever met. He wants to get to know you and your business so that he can provide the best possible advice - in a friendly, relaxed manner. Email: rob@springfieldcpa.net