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

Get Amazing Client Testimonials For Your Accounting Firm WITHOUT Asking For One

☀ Michael Rozbruch ☎818-973-2733 ✉ [email protected] ★WHAT WE DO ★ ✔ Coach and train CPAs, attorneys and EAs ✔ Help them rethink their business models ✔ Show them how they can provide real value to people with IRS problems ✔ How to help themselves transform and improve their own lives by maximizing their earning potential. ✔ Show professionals how to market and add tax debt resolution clients to their practices.  

How He Went From Construction To Building His Own Accounting Firm From Scratch

UpSide Accounting are advisors to Gen Y creative types in Canada interested in leveraging cloud based accounting and supporting technologies to start, run and scale a more profitable business.

How He Went From Construction To Building His Own Accounting Firm From Scratch

UpSide Accounting are advisors to Gen Y creative types in Canada interested in leveraging cloud based accounting and supporting technologies to start, run and scale a more profitable business.

How This Firm Increased Efficiency 30% By Switching to Fixed Price Billing

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

What Everyone Should Know About Building Multiple Companies At The Same Time

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 u...

A 20-Year Firm Owner & Best-Selling Author Shares His Secrets to a Profitable Firm

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 Gro...

How to Turn Your Networking Into New Accounting Clients With David Fisher

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 Cristel...

How to Massively Profit on Your Expertise With Seth David

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 teach...

3 Ways To Boost Your Accounting Firm Profitability 67% With Less Staff

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...

How to Find the Right App for Automation, Productivity, and Profitability with Heather Pranitis

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 diges...

Grow your firm without the capital risk with Richard Wortmann

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 i...

How to Handle the Top 4 Sales Objections & Close More Clients

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 fou...

Accounting Firm Merger: What A CPA Should Know About a Firm Merger (Including the ONE Key to Its Success)

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...

Ditch Your Timesheets with Steve Major

In this episode of the Grow Your Firm Podcast, David Cristello and Steve Major dive right into:   The “myth” that timesheets show productivity [Steve debunks the myth] The problem most firms experience that cripple them when they on-board a new client The exact timeline for how fast you can implement value pricing in your firm   On Steve Major:  I work with accountants, bookkeepers and advisory businesses to transform their firm and guide small business owners on a journey of trans...

Ditch Your Timesheets with Steve Major

In this episode of the Grow Your Firm Podcast, David Cristello and Steve Major dive right into:   The “myth” that timesheets show productivity [Steve debunks the myth] The problem most firms experience that cripple them when they on-board a new client The exact timeline for how fast you can implement value pricing in your firm   On Steve Major:  I work with accountants, bookkeepers and advisory businesses to transform their firm and guide small business owners on a journey of trans...

Starting a 6 figure bookkeeping business in 7 days with Meryl Johnston

Meryl is the co-founder of BeanNinjas, which:  Focus on growing your business. We'll count the beans! Cloud-based, fixed fee bookkeeping and support with the beautiful XERO software. Our specialty is online businesses including, e-commerce, SaaS, bloggers, coaches and digital agencies that operate in more than one country/currency. Currently operating in Australia, New Zealand, Canada, USA, and United Kingdom. We also lodge GST (Australia, NZ and Canada), sales tax (US), and VAT (UK). Bean...

How to Become a Trusted Advisor with Shelley Johnson

Shelley Johnson Bio:  An avid puzzle solver, be it jigsaw, family logistics, or the tax code, thinking through the solution gives Shelley great satisfaction. Hailing from a long line of “number crunchers,” Shelley’s grandmothers and mother had long careers in banking. Figuring year-end dividend earnings was a steady job during her teen years. As owner of the Indianapolis-based accounting firm, Allman Johnson CPAs & Advisors, Shelley is focused on helping business owners and individuals s...

3 Steps to Getting the Best Bookkeeping Clients

QuickBooks and Mobile App Guru, Technology Addict and public speaker - where she has the privilege of offering insight, information and best practices in a completely unscripted, entertaining and sometimes irreverent way. With nearly 20 years of experience in the accounting and payroll industry, she specializes in educating small businesses about embracing mobile and online solutions to increase their bottom line. She was the very first QuickBooks ProAdvisor to get her QuickBooks Onlin...

Double Your Bookkeeping Revenue by Cutting 30% of Your Clients & How to Hire the Perfect Partners with Ingrid Edstrom

Ingrid is a bookkeeping nerd and CEO of Polymath. She loves taking a topic that most small business owners put on a scale from boring to terrifying and turning it into a fun and rewarding part of entrepreneurship. Ingrid is the creator of the Ask A Bookkeeper puppet show, founder of the Southern Oregon Bookkeepers Association, and leader of the Southern Oregon Woodard Group. Ingrid started Polymath in 2008, and jumped right into being a Certified QuickBooks ProAdvisor at that time. Since ...

How One Quickbooks Pro Advisor Revamped The Billable Hour with Debbie Kilsheimer

Debbie is the owner of Behind the Scenes Financial Services, consultant to the sleeter group and a Quickbooks Proadvisor.  In this latest Grow Your Firm podcast, Debbie shares what she believes are the keys to your success that leads to your clients’ success: Thinking proactively and not reactively A guide to profitability How time is a profit center Improving the client relationship …and so much more!  

3 Crucial Steps to Building an Effective Accounting Team with Chad Ridner , QBO Advisor Spotlight

Chad Ridner is the President of TwoRoads, a bookkeeping and tax company that relieves the burden and mystery of bookkeeping and tax, empowering business owners to clearly focus on what they’re most passionate about and what they do best.

How to Add Virtual CFO Services to Your Accounting Practice

Quick question... if you were to count up the number of services you provide, how many could you list?  Many firm owners get stuck in the trap offering "me too" services that end up costing a significant amount time, only to find out that the profit margin is never increasing ...    Today's guest found a different way, which was to also introduce CFO level services for many of their clients.    In this exclusive interview,  we sat down with Steven Byler & Dan Gertudes, Partners at ...

How to Add Virtual CFO Services to Your Accounting Practice

Quick question... if you were to count up the number of services you provide, how many could you list?  Many firm owners get stuck in the trap offering "me too" services that end up costing a significant amount time, only to find out that the profit margin is never increasing ...    Today's guest found a different way, which was to also introduce CFO level services for many of their clients.    In this exclusive interview,  we sat down with Steven Byler & Dan Gertudes, Partners at ...

How To Master A Work-Life Balance Program Within Your Firm with Chet Buchman

Chet is the Managing Partner at Swindoll, Janzen, Hawk& Loyd, LLC (SJHL), a full-service accounting firm inMcPherson, Hutchinson, and Wichita KS. We work with individuals andbusinesses in industries such as manufacturing, agriculture,medical practitioners, school districts, cities & counties,among others. We are told by our clients that they prefer to workwith us because we genuinely care about their success and see thebig picture. SJHL was established in 1936 and I joined in 2006 as an a...

From a Solo Practice to Establishing Own Your CPA Firm with Gabrielle Luoma Part 2

At GMLCPA, I’m helping businesses like yours make better decisions and move ahead faster. You see, competing in a global marketplace isn’t easy. It takes expertise and in-depth analysis to ensure you’re making the most of every opportunity. And that’s just the beginning. If you’re wearing the hat of a CFO, you know how quickly it can take you out of your leadership role. That’s why, here at GMLCPA you can benefit from our Part-time or Virtual CFO services. That’s right. Whether you are...

From a Solo Practice to Establishing Own Your CPA Firm with Gabrielle Luoma Part 1

At GMLCPA, I’m helping businesses like yours make better decisions and move ahead faster. You see, competing in a global marketplace isn’t easy. It takes expertise and in-depth analysis to ensure you’re making the most of every opportunity. And that’s just the beginning. If you’re wearing the hat of a CFO, you know how quickly it can take you out of your leadership role. That’s why, here at GMLCPA you can benefit from our Part-time or Virtual CFO services. That’s right. Whether you are...

How to Shift Your CPA Firm to Operate in the 21st Century with Jay Holmes

In this episode, we explore: Why You Would Want to Leave a Traditional CPA Firm Why the Billable Hour Model Does Not Work Change the Way You Do Business Focus on Quality and Not Quantity Jay Holmes is a Partner at BlueBack Accounting

Scaling Your Team and Firm with Paula Allgood

Paula joined Beaird Harris in 1991 and became a shareholder in 2002. She works extensively with start-up companies and small businesses, specializing in working with physicians, dentists, attorneys, franchises, and sales companies. Paula is active in our wealth management business and has a passion for helping our clients achieve financial independence. With her extensive tax background, she works to merge financial planning goals with integrated tax strategies to achieve maximum financial r...

Selling Your Firm with Joel Sinkin, President, Transition Advisors

Joel Sinkin is the President of Transition Advisors, LLC., a firm that exclusively consults on Mergers & Acquisitions for public accounting firms. He is an expert in practice evaluation, succession planning and transaction structure. He has personally overseen 900+ transaction closings of accounting firms since 1990 and was named one of the Top 100 Most Influential People in Accounting from 2012 - 2015 by Accounting Today. He has worked with firms of all sizes from sole proprietors to large ...

Client Onboarding with Robert Colburn

About his recent presentation at DigitalCPA:  The sale is complete and now you have to ensure the client stays excited about working with your firm. How long does it take to onboard a client? Who should be involved? How do you get the client to change to your processes and tools without overwhelming them with change? What are the systematized steps to onboarding? These questions, and others, will be discussed in this session.  About Robert:  Robert came to CliftonLarsonAllen LLP (CLA) in...

Client Onboarding with Robert Colburn

About his recent presentation at DigitalCPA:  The sale is complete and now you have to ensure the client stays excited about working with your firm. How long does it take to onboard a client? Who should be involved? How do you get the client to change to your processes and tools without overwhelming them with change? What are the systematized steps to onboarding? These questions, and others, will be discussed in this session.  About Robert:  Robert came to CliftonLarsonAllen LLP (CLA) ...

How To Make The Switch From Employee To CPA Firm Owner with Joni Johnson-Powe

CEO/Principal Taxnologi Solutions, LLC Taxnologi provides effective and efficient solutions for all of your indirect tax compliance and consulting needs. With over 20 years of combined experience, we specialize in tax software consulting integration and implementations (Vertex, Sabrix, Taxware, etc.), transaction tax automation, state tax compliance (sales, use, and property), tax research, audit defense, and property tax services. We continually adapt to the ever changing world of tax...

Growing a Successful Accounting Practice with Tim Shortsleeve

Tim ShortsleeveCPA.CITPLess   “Focus, environment, results.”  Tim Shortsleeve creates high performing organizations with these three words.  Having worked with a diverse range of clients, Tim knows that audit, tax, and planning issues are the easy parts.   Tim digs deep to understand his clients and guide them through the process of building a more efficient, healthy organization.  It’s a collaborative process that yields results, trust, and positive momentum. Tim graduated from the St...

Defining Your Strategic Goals and Yearly Plan: The Dan Griffiths Interview

How to Build a Team that Fuels Firm Growth: The Sandra Wiley Interview

Sandra is a visionary leader who is gifted with the ability to tackle emerging as well as future challenges. She works with a sense of adventure, preferring to focus upon the most essential facts in order to grasp a "big picture" view of any situation. Sandra relies upon her creativity and inspiration to cut through complexity and devise timely solutions while following her instincts to "keep the ship moving" at all times (and improvising with precision when necessary to make sure that happe...

Applying Lean Six Sigma to Your Workflow: The Dustin Hostetler

On Dustin:    "The pioneer and industry expert in applying Lean Six Sigma, Project Management and Constraint Management principles within public accounting firms. Providing expert Master Black Belt consultation to professional service and transactional processes as well as to small and mid-size manufacturers. I focus on applying practical concepts with a plan that is uniquely customized to each organization. Real process change happens when you have a combination of the right tools, w...

Acquired in Under 36 Months? The Blake Oliver Interview

Director of Technology & Marketing HPC Accounting & Tax July 2015 – Present (3 months)Greater Los Angeles Area Design and implementation of accounting technology solutions internally and for clients. Putting that knowledge to good use marketing HPC's wide range of cloud solutions. Co-Founder & CEO Cloudsourced Accounting LLC January 2013 – June 2015 (2 years 6 months)Greater Los Angeles Area Grew an online bookkeeping and cloud integration firm from scratch to serve hun...

How to Add Multiple Profit Centers with Mike Bark

From Mike's Linkedin:::  A CPA and CVA (Certified Valuation Analyst) who specializes in the area of dental and other healthcare entities. I work primarily with privately owned practices and individuals and strive to become their most trusted financial advisor. We take a long-term approach to dealing with clients by billing them a flat monthly rate and often investing time over and above our agreements when clients need big things accomplished. We have the flexibility that many of our large...

How to Organize Your Firm for Growth with Carrie Steffen

Carrie is a founding shareholder and President of The Whetstone Group, Inc. Since 2000 Whetstone has provided growth consulting services to hundreds of CPA firms, professional service firms, and companies in business-to-business markets nationwide. She has nearly 20 years of professional services marketing experience. Carrie helps clients: Determine how to best organize for growth and build a sustainable growth culture. Develop comprehensive growth plans, providing ongoing support and...

How to Organize Your Firm for Growth with Carrie Steffen

Carrie is a founding shareholder and President of The Whetstone Group, Inc. Since 2000 Whetstone has provided growth consulting services to hundreds of CPA firms, professional service firms, and companies in business-to-business markets nationwide. She has nearly 20 years of professional services marketing experience. Carrie helps clients: Determine how to best organize for growth and build a sustainable growth culture. Develop comprehensive growth plans, providing ongoing support and con...

Free Marketing Strategies for Your Firm: The Bonnie Buol Ruszczyk Interview

Bonnie Buol Ruszczyk has been a member of the creative and marketing services community for over 20 years and does not appear to be leaving it anytime soon. As president of bbr marketing, she has relished the challenges of entrepreneurship as she worked to grow and nurture a new business. Since the firm’s inception in 2009, Bonnie has led the young company to become widely recognized and respected within the professional services marketing niche, with award-winning client websites and an ou...

Darren Root on Building 7 Figure Firms

Darren successfully created a highly efficient and effective CPA firm in Bloomington, Indiana. As a result of his successes in building and managing his CPA firm he has become a sought after speaker at many national conferences. Darren created an organization called RootWorks LLC to help other accounting firms around the country move their firms into what he calls the "Next Generation Accounting Firm". As a technology enthusiast, he likes all things that relate to technology. Darren recently...

Darren Root on Building 7 Figure Firms

Darren successfully created a highly efficient and effective CPA firm in Bloomington, Indiana. As a result of his successes in building and managing his CPA firm he has become a sought after speaker at many national conferences. Darren created an organization called RootWorks LLC to help other accounting firms around the country move their firms into what he calls the "Next Generation Accounting Firm". As a technology enthusiast, he likes all things that relate to technology. Darren recentl...

Strategic Growth with Sarah Johnson Dobek

Sarah Johnson Dobek's Profile Thank you for wanting to learn more about me! I am passionate about helping accounting firms, state CPA societies and vendors to the accounting profession grow. Through my experience as a former accounting firm marketing and hr director as well as through my role as an advisor to CPA firm leaders, I have learned that for firms to grow they have to do two things well- bring in new business while retaining current business AND they must retain the right talent...

The Mindset of a Successful Owner w/ Sandi Leyva

Sandi Smith Leyva, CPA, CMA, MBA, and founder of Accountant’s Accelerator, has helped thousands of accountants earn more, work less, and serve their clients better through her innovative coaching and training services. Sandi was named one of the Top 25 Thought Leaders for 2014 by CPA Practice Advisor, one of the 2013 “Ones to Watch” of Accounting Today’s “Top 100 Most Influential People in Accounting” and was a 2013 Community Choice Honoree of the Small Business Influencer Awards held...

How to Profit First: The Mike Michalowicz Interview

From Mike Michalowicz's Linkedin:  I am the author of 'Profit First', 'The Pumpkin Plan' and 'The Toilet Paper Entrepreneur'. BusinessWeek called Toilet Paper Entrepreneur a business cult classic. My books have been translated into 10 languages. I am also the founder of Profit First Professionals. The Profit First Professional organization is designed to support accountants, bookkeepers and other financial professionals to substantially differentiate themselves in the market - so th...

Building Operational Efficiency & Practice Workflow w/ Jeff Borschowa

Jeff Borschowa is the founder of Business Evolution Consulting Inc.  He is an author, educator, and curator of all things related to accounting efficiency and technology.  Jeff first joined the accounting world in 1991 and has spent the bulk of his career working with and advising small to medium-sized enterprises.  Jeff has experience working in all sizes of accounting firms, from sole proprietorship to international firm.  The focus in Jeff’s career has been to find new and better ways to...

Building Operational Efficiency & Practice Workflow w/ Jeff Borschowa

Jeff Borschowa is the founder of Business Evolution Consulting Inc.  He is an author, educator, and curator of all things related to accounting efficiency and technology.  Jeff first joined the accounting world in 1991 and has spent the bulk of his career working with and advising small to medium-sized enterprises.  Jeff has experience working in all sizes of accounting firms, from sole proprietorship to international firm.  The focus in Jeff’s career has been to find new and better ways to ...

Becoming a Radical CPA with Jody Padar

About Me! Jody Padar, CPA, has emerged as a “feeling leader.” That is, a leader driven by a passion to foster real change in the accounting profession. Jody represents the next generation of accounting professionals and is in the vanguard of the new movement of “digital CPAs.” She has joined with other future-thinking leaders and vendors to spread the word and educate the profession on its natural evolution into the digital age. Embracing the Cloud, social media, and other highly advance...

On Managing a Remote Team, Accounting Technology & Software, and More: The Chad Davis Interview

Chad is a partner at LiveCA LIVECA LLP is a 13 person firm committed to providing a progressive approach to accounting with a focus on entrepreneurs and technology professionals. Our concept is to allow greater accessibility to information and advice by connecting clients online directly to a chartered accountant from the comfort of your home or office.  With the wide range of online tools available in today’s marketplace, our goal is to help clients shift their accounting towards a...