On this episode of Growing Your Firm, David Cristello interviews Max Minsker, the founder and CEO of Bookmate, a remote accounting firm. Max shares insights into his journey of establishing Bookmate, focusing on tax returns and bookkeeping services. 

The discussion delves into his unique approach to packaging and pricing, highlighting his atypical path to success in the industry. Tune in for valuable insights on building a successful accounting firm.

The listener will learn about how Max Minsker founded and runs Bookmate, a remote accounting firm focused on tax preparation for new companies, as well as the atypical path he took to building a successful firm.

In this episode of the Growing Your Firm podcast, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Laurence Whittam, the Managing Director at Impact Global Solutions. Laurence specializes in helping CPA firms build successful outsourced teams. 

The discussion delves into the evolving landscape of the industry, where the challenge is no longer about finding talent but selecting the right fit for each firm. 

They explore criteria, best practices, and the importance of building strong relationships with team members. Tune in to gain insights on how to effectively integrate outsourced teams and enhance your firm's performance.

Key Takeaways:

• Importance of knowing and building relationships with your team members.

• How to assess and select the right outsourced team.

• Best practices for integrating outsourced teams into your firm.

Join David and Laurence for a deep dive into optimizing your firm's approach to outsourcing and team management.

In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristello welcomes back Geni Whitehouse, founder of The Impactful Advisor and Information Technology Alliance (ITA) president, who specializes in the wine industry. 

Geni, also known as the Countess of Communication and author of "How to Make a Boring Subject Interesting: 52 Ways Even a Nerd Can Be Heard," discusses the latest trends in her membership base, the importance of niche advisory services, and effective communication strategies. 

Join us as we explore insights into talent acquisition and dive deep into various industry-specific challenges and opportunities.

The listener will learn about the book "How to Make a Boring Subject Interesting" and the author's journey from being a tax professional to finding ways to resonate with clients and deliver value. 

They will also learn about leveraging humor, embracing unique qualities, improving communication skills, transitioning to advisory roles, and addressing challenges in the accounting industry.

When I was younger, people said I was too creative to be an accountant, and too organised to be a creative. Turns out the combination of those two skills is exactly why I was able to create The Profitable Firm (PF): a creative agency working exclusively and only with accountants.

I qualified as a Certified Public Accountant in the States, and worked as an auditor for the State of Arizona before coming to the UK in 2001. When I moved here, I got a job as an auditor at a local accountancy firm in Scotland, but very quickly got moved to business development and setting up a consultancy division for that firm. I then moved on to managing the European office of a global network of accounting firms, and following that set up PF. (For five years I also ran a successful international wedding photography business alongside the creative agency.)

I now focus my energies on helping inspire and educate accountants on the power of content marketing, which PF uses itself to show accountants by example how this is done.

I love training, teaching, and coaching. I'm always honoured when asked to speak to accountants - and although I like big groups well enough, I prefer the smaller, more focused groups where I can get to know people as individuals, and help them with what's troubling them in marketing. I have presented on a large scale and small scale for organisations including Xero, The Institute of Chartered Accountants of England and Wales (ICAEW), the UK200 Group, BKR International, AccountingWeb, Accountex, and Thriveal CPA Network.

PF is based "everywhere", with a core team working from the UK, South Africa, and the United States delivering outsourced marketing to accountancy firms all over the globe.

I keep my creativity alive with photography, sketchnoting, and writing. I'm now a dual British-American citizen, and (after much travel) I confirm that Scotland is the most beautiful country in the world. I drink copious amounts of black coffee.

**In an attempt to keep my LinkedIn contact relevant, if you send an invite to connect with me, please include a note as to how we are connected. No offense, but random recruiters, financial managers and coaches won't make the cut if we haven't met. THANKS!**

My personal mission is to help CPAs and small businesses to leverage technology for their success.

Once a practicing CPA I discovered a passion for technology. After years of churning out tax returns and completing audits I discovered my Hedgehog (see Jim Collin's, Good to Great) and decided to marry my passions for the accounting industry and technology.

I am honored to be recognized as an industry leader on technology topics impacting CPA's. This allows me the opportunity to be a speaker at industry conferences around the country. I embrace these opportunities to educate CPA's on a wide variety of technology topics such as, cloud computing, Microsoft updates and many other topics.

During my journey I have made a number of exciting stops. Notably, as a member of the Maryland Association of CPA's Board of Directors and ultimately Chairman of the Board. I have also participated at a variety of levels with the American Institute of CPA's including currently on the PCPS Executive Committee. I am a regular presenter for state and national conferences, discussing technology and leadership topics for CPAs.

Live Oak Bank is exclusively focused on helping accounting and tax professionals achieve growth by offering competitive financing solutions. Live Oak is one of the largest small business lenders under the SBA loan programs. Because I only finance accounting and tax firms, I am specialized in your practice intricacies. Ask me how to get started on your working capital, acquisition, real estate, or debt consolidation needs.
Shannon.Hay@liveoak.bank 910.550.1403 www.liveoakbank.com/accounting

I teach bookkeepers and accountants how to utilize tech and automation to create better workflows, systems, and processes so they can run their practice on autopilot, stress less, and save time!

Are you wondering how this became my life?

After being in the accounting world for five years, I struggled with streamlining my practice... I felt frustrated, nervous and couldn't sleep at night because I didn't know where my client work was. I was overwhelmed by all the daily tasks, lost track of work and just couldn't keep up.

I hit a wall and decided to make a change, so I started to automate my practice. I created workflows, systems and processes to help me run my practice so I could scale, take on more clients and provide quality service in the meantime!

Now, I'm a full-time educator. I'm an Asana Certified Pro and my courses have helped hundreds of bookkeepers and accountants LIKE YOU!

Driven to solve painful problems with smart, passionate, and empathetic people ||

Jetpack Workflow is used by thousands of accountants in 18+ countries to help them better manage their client work and get their jobs done on time.

At Jetpack Workflow, we strive to live out our values of:

+ Leave it better than you found it.
+ Default to Action
+ Stay on Target
+ Serve with Humility

I have a background in (lean,cost effective, measurable, value driven) marketing, specifically for small businesses, entrepreneurs, and startups.

I am the CEO of Peisner Johnson, a state and local tax accounting firm that's been around since 1992. I started with the firm as a staff assistant 25 years ago and has worked my way up to CEO. Currently, the firm has 25 employees and serves sellers in the United States and Canada. 

Since law changes in 2018, state and local taxes have become more complicated so Peisner Johnson has really stepped up to serve their clients as best as possible. The executive team, led by me as the CEO, has implemented new strategies to grow our relationships with our clients. "What's Next" calls and value-based pricing are just two of the ways we've improved our customer (and employee) experience.

Throughout my career, I learned that growing in your positions means being good at managing your work and managing people, you have to be good at both.

IT'S YOUR BUSINESS. YOUR PROFIT SHOULD COME FIRST.

We serve entrepreneurs and small business owners to grow their businesses, PROFITABLY. traditionally accounting and bookkeeping services are transactional - do the books, prepare the taxes, etc. Numbers in numbers out, and you pay a fee. But what about profit? What if at the end of the day, by working with your accounting firm you actually fattened your wallet? My firm does just that.

Yes, we are excellent at bookkeeping and accounting, but you should expect that from anyone you work with. What makes us different is that we drive profitability in your business.

We are certified in the Profit First method, have direct hands-on experience increasing profits for multiple businesses, and have access to profit specialists throughout the globe. What his means is we have the strategies to make your business more profitable than it has ever been before. And we are ready to do it for you starting right now.

Our commitment to each of our clients is simple. We take the accounting, payroll and tax filing worries off of you, so you can spend your time growing your business. We provide business and financial consulting services.

I help you cut through the noise so the right customers reach out to work with you.


✅ Capture attention
✅ Build trust as the expert in your industry
✅ Grow revenue

It's hard to stand out and trying to cut through all the noise is overwhelming. It doesn't need to be this way.

I spent 12 years building a tech company with 2.6 million in annual revenue―one of Inc. Magazine's fastest growing companies.

After selling that company―I looked back and realized I could have done it faster. So I got clear on what actually captures attention and gets the right people to take action. I started helping clients get results and now I'm fulfilling a new mission to help entrepreneurs like you accelerate growth.

That's where my thought leadership and video marketing program comes in:

➡️ Develop a marketing strategy designed to fit your unique DNA

― Develop a pillar video concept (e.g. podcasting, live shows, workshops)
― Design your marketing engine around 2-3 hours/week of your time
― Identify the ideal places to publish your content LinkedIn, YouTube, TikTok, etc

➡️ Map out a content repurposing workflow. Take long-form video and create…

― Audio to send to podcasting platforms (iTunes, Google, Spotify…)
― Short video clips for social media (30 seconds - 1 minute)
― Images and quotes for social media
―Written pieces such as blogs for SEO

➡️ Create engaging and shareable video content that makes people say "Wow!"

― Select, purchase and set up equipment and lighting. Build an "always ready" system.
― Articulate your ideas, present yourself as the expert while looking your best on video
― Overcoming fear or imposter syndrome

➡️ Optimize your social presence, LinkedIn, YouTube, TikTok, etc...

― Optimize profiles and banner images
― Deploy best practices, settings, titles, and descriptions
― Know how to grow your audience rapidly, get views and engagement

I'm also a practitioner who walks the walk―I run a weekly podcast and live streaming show and repurpose content across the internet. I regularly book 10-20 incoming sales calls/week

Get where you want to go―faster:

I'll show you step-by-step how to put the marketing pieces together and avoid the pain of trial and error so you can focus on your business.

― I recently helped a client more than double in size in just over 12 months
― Another grew by $2 million to $9 in the past year
― Someone I'm working with landed 2 new clients in 7 days

Serious about growing your business?

https://sgplabs.com

Or DM me

Hector M. Garcia is a CPA and QuickBooks Trainer for Quick Bookkeeping & Accounting LLC. He has over 10 years of experience working with small business finance and accounting, along with 3 Post-graduate degrees from Florida International University (FIU) in Accounting, Finance and Taxation.

Specialties:
Certified QuickBooks Advanced ProAdvisor (Desktop and Online)
Microsoft Excel, Data Import/Export
Operations and Strategic Advisory
Bilingual: Español

I joined Acuity to translate accounting for entrepreneurs. I do that by helping navigate tax and accounting rules and speaking entrepreneur, not accountant, but now most people just want to chat me up about cryptocurrency and blockchain. I run the sales and marketing teams at Acuity where we are trying to see how many entrepreneurs we can help get a handle on their finances.

I like to volunteer in the Georgia technology community and serve on the boards of the Atlanta Technology Angels and EO. I am also on the Venture Atlanta Advisory Board.

Today's episode features Samantha Santaniello, partner at R.S.K Tax & Consulting. Samantha discusses the importance of setting boundaries to manage time effectively as a business owner.

Host David Cristello explores topics like systems and processes for scaling a firm, balancing work and family life, and utilizing AI transcription tools. Tune in to gain insights on optimizing workflow and achieving work-life balance in the accounting industry.

The listener will learn about setting boundaries, systems and processes for scaling a firm, managing personal routines and juggling multiple responsibilities as a business owner and parent. They will also hear about the services provided by R.S.K Tax & Consulting, focusing on small business owners and real estate investors.

The importance of tax planning and strategy for small business owners, real estate investors, and individuals will also be discussed, along with insights into building a successful business with a sibling and managing personal systems effectively.

Additionally, the benefits of having a morning routine, utilizing an administrative assistant, and implementing tools like Jetpack Workflow for organization and task management will be highlighted.

The episode will also cover the significance of building a great team, incorporating ideas from others, and utilizing digital assistants in virtual meetings.

I'm a Certified Financial Planner with more than ten years of experience in the tax and investment industries. As the co-founder of Brooklyn FI, I specialize in helping tech professionals and business owners grow and manage their wealth.

After graduating from the University of Mississippi with a master's degree in Accounting in 2010, I started my career in public accounting. After spending seven years with PricewaterhouseCoopers and Raich Ende Malter, I co-founded Brooklyn FI with my business partner Ally-Jane.

Brooklyn FI stands for Brooklyn Financial Independence. We'll help you get to where you want to be financially by providing a holistic picture of your net worth and a realistic path to financial success at any life stage. We help clients of all ages - from raising your credit score and paying off student loans to transitioning your retirement savings into your retirement income. We'll take care of it with our comprehensive financial planning process.

When I'm not in the office I enjoy drinking coffee (lots and lots of coffee) biking to the Rockaways beach and reading classic books – you know, the ones we were supposed to read in high school. I also sailed a catamaran across the Atlantic Ocean. That's a true story and when we meet in person, I'll tell you all about it.

If money stresses you out, if you don't have time to manage your money or if you want to make smarter money moves, we can help. Not only that, but we'll do it for you with transparency, competence and integrity. If you have questions about your stock options, investments, student loans, credit score or cash flow, let's talk.

Hey there. I'm Ryan.

I'm a CPA, but please don't call me an accountant! I much prefer innovative technologies and disruptive business models rather than numbers.

In 2013, I started a 100% online accounting firm called Xen Accounting. A first of its kind in Canada, it was totally virtual, focused on automation and was comprised of a remote team of geeky CPA's, bookkeepers and technologists.

After 5 short years, Xen Accounting was acquired by a large European corporate services firm, thanks to the tech-oriented, scalable model in place.

I started Future Firm in 2018 to help accountants fast-track the growth of a modern, scalable firm of their own.

And in 2021 I launched, Future Firm Accelerate, an online coaching program that includes a combination of online courses, online coaching and an awesome community of forward-thinking firm leaders from around the globe to help them get to their desired destination faster.

Unrelated to business, I'm addicted to Crossfit, love traveling to remote destinations and was previously an active club DJ in Montreal.

Important links:

- Check out Future Firm Accelerate: www.futurefirmaccelerate.com

- Join 1000's of other accounting firm owners receiving my weekly email with exclusive content to help you grow a modern firm: www.futurefirm.co/newsletter

John Warrillow is the founder of The Value Builder System™, host of Built To Sell Radio, and author of the bestselling books, Built to Sell: Creating a Business That Can Thrive Without You, The Automatic Customer: Creating a Subscription Business in Any Industry, and The Art of Selling Your Business: Winning Strategies & Secret Hacks for Exiting on Top.

Founder of Satterley Training & Consulting LLC, a firm dedicated to helping accounting professionals gain the skills and confidence to explore and adopt new accounting technology. Founder of Satterley Accounting Services, a bookkeeping, and tax firm located in Rhode Island, providing clients order, simplicity, and clarity in their financials. Co-Host of The 'Appy Hour with Liz and Heather, a bi-monthly webinar series dedicated to educating accounting professionals about the latest trends in accounting technology and automation techniques.

Learn more ➡ https://heathersatterley.com

I am a Certified Public Accountant (CPA), a Certified Financial Planner (CFP©) and am designated as a Certified Fraud Examiner (CFE). I have over 20 years of tax planning, accounting and financial planning for high net worth families, corporations and trust and estate planning clients. I also specialize in business succession planning, financial due diligence for corporate and personal acquisitions, and investigative accounting and auditing for businesses.

I started my career with Arthur Andersen in their Audit and Business Advisory practice. I have spent the past 20 years advising individuals, corporations and partnerships on tax and financial planning, corporate and small business accounting, forensic accounting and litigation support and high net worth financial and estate planning.

I hold a Bachelor of Science in Accounting from Marquette University and have been associated with several professional organizations, including The Financial Planning Association, The American Institute of CPAs, Association for Corporate Growth, the Dallas Estate Planning Council, Texas Society of CPAs, and the Association of Certified Fraud Examiners, as well as involved with several charitable organizations including the LinksPlayers Ministry and Dallas Theological Seminary.

Specialties: Tax Management and Planning, Certified Financial Planner™, financial advisory, Certified Fraud Examiner; Audit - Big 6, Insurance Risk Solutions

Cannabis is the #1 growing industry in America, and as such the demand for accounting professionals to help financially manage this type of business has skyrocketed. This is because there are a number of unique and complex accounting challenges that companies in this field must overcome in order to be successful. As such, very few accounting professionals are qualified to take on this type of work.

My company, DOPE CFO, provides the education and tools for accountants and financial professionals to enter and succeed in the lucrative cannabis industry (https://www.dopecfo.com/in-the-press). Anyone who is an experienced CPA, CFO, Bookkeeper, Controller or tax professional will find that our "plug and play" solution will allow them to quickly build or grow a successful Cannabis Accounting Firm. I've also been appointed to the AICPA 2021 Cannabis Accounting Conference planning committee.

I have provided executive leadership and business counsel to companies across many industries including retail, manufacturing, energy, medical/bio, high tech.

Within the last 10 years alone:

►Founder of DOPE CFO, a nationally recognized firm with over 800 accounting firms in all 50 states.

► CFO to two high visibility Cannabis start-ups (both over 20 employees), Hifi Farms and Evio Labs (SGBYD). Also, currently serving cannabis in all verticals (farm, dispensary, retail, lab, processing), in several states

►As Contract CFO to a pharma Startup, I helped grow the company from a staff of 7 to over 50 employees, and exit to a global company for over $24 Million

► As CFO for an energy company, I directed responsibility and oversight of an exit to an S&P
500 company for over $120 Million

►As CFO for a private Startup, I assisted in private equity raise over $40 Million, growing the company from 4 to 200+ employees, and exit with 5 years to an S&P 500 company for $85 Million.

► I've worked as Contract CFO for 2 Oregon Angel Conference Winners and was an investor in two others

► I've assisted a public company as Contract CFO to enter Oregon with a strategy of launching 20 labs in the Pacific Northwest.

Some would consider Brannon, the head coach of accountants. He knows the key plays. The calls. The drills. But most of all, he knows how to help accountants win! For more than 20 years, Brannon has worked in the accounting field, with the last decade focused on assisting accountants in writing their next chapter in life by navigating how to buy and sell accounting firms successfully. He is also the creator of Accounting Practice Academy, an online course that is transforming accountants on how they run their practice.

After graduating from the University of South Carolina's prestigious Darla Moore School of Business, Brannon entered the accounting world with international giants Ernst & Young and Elliott, Davis & Company. The Greenwood, SC native, quickly realized his entrepreneur spirit and, in 1995, became a partner in a plumbing distribution business. A few years later, he dove into the manufacturing industry and then sold his interest to pursue his own business.

Brannon started brokering accounting firms in 2003 with a vision to build the best possible accounting brokerage firm in North America and opened the doors of Poe Group Advisors shortly thereafter. Honing in on its unique and seamless way to pair buyers and sellers, Poe Group Advisors wasted no time going from start-up to an internationally sought-after brand.

Brannon has built a team of specialists, with offices throughout the U.S. and Canada, dedicated to bringing the best terms to the table and ensuring a pleasant experience, making Poe Group Advisors the service leader in the accounting brokerage industry. With nearly two decades of successful accounting practice sales, Brannon and the entire team at Poe Group Advisors provide unmatched resources, insight and knowledge. Since Brannon founded Poe Group Advisors, together with his team, they have facilitated the sale and purchase of more than 400 accounting firms.

Recognizing that he was sitting on a plethora of knowledge, Brannon published "Accountant's Flight Plan" in 2010. Filled with practical, time-tested strategies, Brannon's manuscript has become one of the most popular books on the market for accountants wanting to level up. In 2016, Brannon followed up his first book with "On Your Own!: How to Start Your Own CPA Firm".

Due to his thought-leadership, Brannon continues to be featured by the AICPA and CPA Canada, the world's largest member associations representing the accounting profession. He has published numerous blogs, podcasts and articles. To learn more about Brannon, visit https://poegroupadvisors.com/about/our-team/

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

My personality types are DISC D (Captain), Myers-Briggs INTJ, and Enneagram 8. I tend to work methodically, but aggressively towards goals with a strong preference for efficiency. I'm most energized by competition & winning, professional growth, and leading the group. See my full personality profile here: https://www.crystalknows.com/p/jackiemeyercpa

What is The Largo Group? In musical terms Largo means methodical. The vision for our company is to offer a methodical approach to accounting and tax services so that the business owner has the key information they need in real time.

The Largo Group was founded by Anne Gannon, CPA in 2016. Anne has 15+ years experience and began her career as a CPA with a big-five accounting firm in Boston, MA where she quickly realized the only winner in the 'busy season' approach was the accounting firm.

As the daughter of a life-long entrepreneur, Anne knew her dream was to make a difference in the accounting world. Anne started her quest to be different from scratch while at home with two small children and also teaching accounting at the collegiate level. To say those days were interesting would be an understatement!

Working as an Instructor of Accounting teaching upper-level accounting and finance courses at Florida Atlantic University and Eastern Florida State College reinforced the fact that most business owners have never been given the opportunity to learn the fundamentals of accounting. And yet, in order to be successful, all business owners need to know accounting fundamentals.

While teaching during the day, Anne began to experiment with how finances could be better explained to business owners. Starting with a handful of small business clients, she began to develop The Largo Group Signature Monthly report, and experimented with the key information these business owners needed to be successful.

The Core Principles of The Largo Group Vision:

Flat fee approach
Financial Analysis Included
Above-and-beyond customer service
Education and Guidance
In the last five years the Largo Group has continued to provide this innovative approach to businesses across the U.S.

Eventhough our team has grown, Anne continues to push The Largo Group to provide the highest level of service and build long-term relationships with our clients.

The Largo Group is truly The Evolution of Monthly Accounting, and we look forward to working with you on your accounting needs.

Aly & Andrew's All Aussie Accounting Adventures + CAANZ Acuity podcast host, 2021 Partner of the Year & Overall Excellence Awards + 2019 Women in Finance Small Business Adviser & Principal of the year awards + Top 50 Woman in Accounting & 2018 SA SMSF & Accounting Professional of the Year, Partner of the Year and Overall Excellence Awards and Founder of one of the Top 50 Cloud Accountants in Australia and winner of the 2021 Boutique Firm of the Year (<30 employees) + 2020 Accountants Daily Start Up Firm of the Year, All In Advisory,

As a Fellow CA and tax agent, I draw on over 25 years of experience to deliver customised accounting, taxation, advisory, transactional and cloud solutions. I am a leader in the tourism industry and cloud revolution space helping to elevate businesses to the cloud and deliver automation to future proof businesses, delivering efficiencies and improving profitability.

I am passionate about seeing businesses thrive and adapt in these times of rapid change. The ultimate success for me has come about by combining my love for my work with my passion for my family & I have built my life around this foundation.

In this episode of Growing Your Firm, host David Cristello interviews Jordan Sublette, the CEO and founder of Cloud Accounting Staffing. Jordan shares his journey of building and selling his firm, and dives into the world of outsourcing talent. 

They discuss the challenges of talent crunches and how Jordan navigated through them. Tune in to gain insights on building a successful firm and leveraging outsourcing effectively.

The listener will learn about the journey of Jordan Sublette, CEO and founder of Cloud Accounting Staffing, including building his firm, outsourcing talent, structuring a sale, and navigating the world of outsourcing.

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

My personality types are DISC D (Captain), Myers-Briggs INTJ, and Enneagram 8. I tend to work methodically, but aggressively towards goals with a strong preference for efficiency. I'm most energized by competition & winning, professional growth, and leading the group. See my full personality profile here: https://www.crystalknows.com/p/jackiemeyercpa

Editor in Chief

I read books for a living!

Books that are poorly written and requires adept abilities to decipher and re-construct with clear intent, purpose, and direction for the desired audience.

Is your book any good?

Actively accepting books with the following:

1. Vehicles or shall I say transformers? Did you know that your vehicles transform to money makers or bottom-line breakers?

2. People (Human Capital/Employees) – "People Who Need People" like me to help them figure out why they are "The Luckiest People In The World"

3. E-Money (Credit Cards) given to employees to purchase supplies in the field

4. Physical Cash (Inventory) stored in vehicles and used in the field

5. Paid by project and/or contract

You can find these books in section HVAC, Plumbing, Electrical Contracting, Pest Control, Landscaping, Cleaning, Transportation, Logistics, Hauling, Home Repair, Roofing, Gardening

Also exploring Hash and Oil & Gas supplier books.

Schedule your Free Consultation


https://helpmeMBAS.as.me/Consultation

Hannah Stricker, Founder of Bookkeeping Solutions of Traverse City, knew she didn't want to work under the overlords forever. For 25 years, she toiled in major accounting firms and also a decade in the local sector. But, her destiny was CEO of her own accounting firm and she needed to make it happen. "It's a scary leap," she says and you can't blame her.

Casting out to the unknown shouldn't be taken lightly. For two years she thought about making the jump. At her local firm, it was a 'cushy job' with benefits and a near 6-figure salary. She loved her colleagues, her clients, the work, her pay. All she was missing the sweet taste of entrepreneurship.

Finally, in September 2017, she started her own firm. Before she left, she had 6 months of savings set aside. So, even if she didn't make a dime for 180 days, she'd be okay. Because after 4 months she would know if it would work. If it didn't, she had two months to try and find a new job.

On top of that, she saved $12,000 for office supplies, software, a computer, basically everything she'd need for an office space. Her first few months were nerve-wracking. But, once she covered her mortgage and bills, she settled in.

By her one year anniversary, she had done $70,000 in profit and paid herself a salary of $35,000 (giving her revenues over 6-figures). Her 5-year goal was to have profits of $150,000 with up to $60,000 in salary. However, due to some new clients, she may hit that by the end of her second year!

The growth is impeccable and here's how she organized her services.

Anjali Jariwala, CPA and CFP®, is the founder of FIT Advisors - a financial planning firm serving physicians and business owners virtually across the US. Prior to launching her own firm, Anjali spent over 6 years working with Fortune 500 clients at a top 4 accounting firm, PricewaterhouseCoopers, and 2 years with a large, prestigious financial planning firm serving high net worth individuals. During her career, she would often share financial advice with family and friends but began to realize that not only did most of them lack access to the best personal finance information but also their busy family lives meant they just didn't have the time to pull it all together on their own. So, she decided she could make a bigger impact by starting her own firm. Anjali utilizes her expertise in tax and finance to empower her clients to discover and reach their life goals while building a stable financial future.

Anjali hosts the Money Checkup podcast - a semi-monthly checkup that discusses the many facets of financial well-being. She was named one of Investment News Top 40 under 40 for 2019, Financial Advisor magazine's Young Advisors To Watch for 2020, and Investopedia's 100 Top Financial Advisors. Anjali has been featured in Bloomberg, US News and World Report, New York Times, USA Today, Business Insider, Investment News, and more.

Driven to solve painful problems with smart, passionate, and empathetic people ||

Jetpack Workflow is used by thousands of accountants in 18+ countries to help them better manage their client work and get their jobs done on time.

At Jetpack Workflow, we strive to live out our values of:

+ Leave it better than you found it.
+ Default to Action
+ Stay on Target
+ Serve with Humility

I have a background in (lean, cost-effective, measurable, value-driven) marketing, specifically for small businesses, entrepreneurs, and startups.

"Don't want to pay taxes? Easy. Just stop making money."

This used to be my response to people complaining about taxes. Way, way back in the day before I knew the real real about how to leverage the Tax Code to build wealth and reduce your tax burden "at the same damn time".

Now, I know better. Now I know that the Tax Code has opportunities for tax reduction strategies all "up through there".

Now don't get me wrong - the easiest way to cut your tax bill is to stop making money. No money, no taxes. But there's a much better way to still make money and reduce (not eliminate) your tax burden.

After 12 tax seasons preparing income tax returns for everybody from low-income individuals to multi-billion dollar corporations, I've decided to switch gears and focus on teaching small business owners how to proactively reduce their tax burden with comprehensive tax planning.

As a Certified Tax Coach, I now help people keep more of their hard earned profits in their pockets and out of Uncle Sam's hands using the same legitimate, proven tax strategies that "the big guys" use in their businesses.

https://www.instagram.com/themillennialtaxpert
https://www.facebook.com/themillennialtaxpert
https://www.themillennialtaxpert.com/taxtalk
kesha@themillennialtaxpert.com

I help entrepreneurs produce epic results.

I do this by curating high-impact environments to learn, contribute and be held accountable to taking the actions that you say matter.

Communities I impact:

- Thought Leaders who still call themselves coaches, consultants, authors, speakers and facilitators.
- Bookkeepers that want to get free from the job they own.
- Business owners that want to become free and have the business they dreamed of from the beginning.

In 20+ years working with people who run growing companies, I've documented how leaders' roles need to change to meet the demands of a larger organization. This involves Leadership skills, Management techniques and Organizational structure.

CEO Boot Camp is a process to analyze about 35 different systems inside a company taking into account the maturity level of each system, it's score against best practices, and ranking them based on whether they help or hinder the goals of the owners or investors.

For Companies and Divisions:
I bring the CEO Boot Camp on-site with a program adapted to your goals, stage of growth, and specific situation. I get input from employees then develop a customized approach based on your company objectives.

For Industry Groups and Conferences:
I bring a modified version of the CEO Boot Camp to your event as a keynote, break-out, half or all day session. The audience leaves with a greater understanding of the CEO function and a specific, personalized action plan to apply as soon as they leave the session.

For Economic Development Agencies, Co-Working, Accelerators & Incubators:
I bring a group workshop that meets every two weeks for four hours. In 5 sessions over 8 weeks, we cover most of the key systems growing companies need help with. We use case studies and examples from the group to move the companies forward. These workshops are best when the group is at a similar stage of growth: -Bootstrapped -Start-up -Scale up –Exit/Succession

Connect with me directly john@CEOBootCamp.com Since I'm on email more consistently. Free ebook at www.ceobootcamp.com/list001 

Summit CPA Group was founded with the goal of helping small businesses make proactive decisions. Our focus has been primarily on digital agencies. Unlike many CPA firms, our Virtual CFO program focuses primarily on the future, not in the past. What is our cash position looking like in two, three, and four months from now? What does our cash look like next week? How much of a cash reserve do we really need? What should our profit margin be and how do we get there? Do we have too much staff or not enough? Which customers or product lines are generating the most profit? These are just some of the questions we help the business owner answer. Our dedicated Virtual CFOs along with a team of accountants work with the business owners weekly to generate a game plan and then work hand in hand with the company to achieve victory. Give us a call at (260) 497-9761 or email me directly at jody@summitcpa.net to see if Summit CPA Group would be a good fit for you and your company. 

Recognized as one of the Top 50 Women in Accounting, Twyla Verhelst is known for leading the charge when it comes to advocacy, change, and community in her industry and beyond. She's an experienced CPA and tech entrepreneur with a passion for helping others find and leverage their confidence.

Twyla's fascination with finances began when she was only nine years old, manning the cash register in her parents' small business. After studying accounting and business management, she worked as an accountant, controller, and recruiter before moving on to co-found two successful companies: Twenty Eighty, an advisory accounting firm, and Helm, a cash flow forecasting app.

She also started Empowering Tana, a non-profit benefiting girls and women with autism, and created the Video Per Day Experiment, a 30-day challenge designed to help professionals break out of their comfort zone and discover their voice. If that wasn't enough, in her spare time she's also an ultramarathon runner.

Now Twyla is bringing her vast energy and expertise to FreshBooks, a market leader in cloud-based accounting solutions for small businesses. As leader of FreshBooks Accounting Professionals Program, she's working to empower forward-thinking accounting pros with the tools they need to thrive, as well as helping them discover their most valuable asset — their authentic self.

In this insightful episode of the "Growing Your Firm" podcast, brought to you by Jetpack Workflow, host David Cristello is joined by special guest Adam Lean, CEO and co-founder of The CFO Project. 

Adam shares his expertise on how accountants can go beyond traditional number-crunching by engaging with clients through meaningful conversations that resemble therapeutic sessions. By asking open-ended questions about clients' businesses and aspirations, accountants can foster a deeper connection and provide greater value.

Adam also delves into the importance of CFO advisory services as a scalable way for accountants, CPAs, bookkeepers, and enrolled agents to grow their firms and increase their earnings. The episode discusses the rise of advisory services in the accounting industry, from integration in mid-market firms to adoption by smaller practices as a lucrative service offering.

Listeners will learn about the importance of asking clients questions to get them talking, the benefits of adding CFO advisory services to accounting firms, and the current state of advisory services in the industry.

An author and experienced intermediary specializing in the sale of accounting practices, Brannon has a unique ability to help creatively integrate information to develop clear, focused plans. He helps clients implement these plans to achieve their most important goals.

An Ernst & Young alumni and scholarship recipient and magna cum laude graduate of the University of South Carolina, Brannon began his career in public accounting as an auditor with Ernst & Young, before working for several years in auditing and tax preparation for the regional firm of Elliott, Davis & Company. Subsequently, Brannon became a shareholder in a privately-held, family-owned business and a founding shareholder in a successful start-up manufacturing company. This breadth of experience­ — with companies large and small — has helped Brannon excel in efficiently and effectively facilitating hundreds of successful accounting practice transitions.

Quarterly business coaching classes and continually investing in consultative and team building skills have helped Brannon and his team close over 200 transactions since 2003.

Brannon makes his home in Charleston, SC with his wife and three children. Away from the office, he enjoys competitive racquetball, boating, and fishing.

Jason Staats is a principal at Brenner LLP and is the founder of Launch FA and the Realize Community. He's focused on building better tools and solutions for modern accountants and firms, as well as building a future of accounting and small business with "no code." In today's show, Jason shares three key trends and tools he believes are changing the shape of accounting and small business.

In today's program, we're trying something a little different: the 3x3. The guest shares 3 trends and 3 tools for the accounting industry!

Get new high ticket clients for your coaching or consulting business EVERY month with our GUARANTEED RESULTS marketing programs...

Are you tired of marketing agencies over-promising and under delivering? Are you tired of being sold fluff and interested in generating ACTUAL clients?

Then we'd love to talk with you about how we are generating REAL results for your online programs.

We specialize in helping high ticket coaches, consultants, service providers, and service based business offering online training programs. And we help to fill their program with more new clients than they can handle!

Here's why we are different...

**** Guaranteed Results
**** Exclusive to high ticket entrepreneurs
**** EXTENSIVE training to build a better business so your advertising becomes more profitable (better advertising has nothing to do with improving your ad campaigns.)
**** Fully trackable ROI - you will never not know where you stand from an ROI standpoint with us - every lead is tracked and you will always know how things are going

Here's the actual numbers behind our Conversion eCosystem™ program ....

- 15 million dollars in new client revenue generated since 2018
- 5000+ qualified inquiries generated every month
- Work in over 100 markets actively
- Spend over 1 million a year on advertising in the high ticket space each year

This program is for you IF....

**** You run an online coaching or consulting business with high value clients
**** You want GUARANTEED results marketing
**** You have room for an additional 10-15+ new HIGH VALUE clients a month

Don't just take my word for it... Check out the 9+ testimonial videos below to hear from clients directly.

If you'd like to learn more about our Conversion eCosystem™ program and how we guarantee results then check out the link below for how our clients are getting success in the program... and how you will get the same results.

https://www.kevinize.com

CPA specializing in complex tax planning and virtual CFO services for startups, entrepreneurs and high growth individuals. A leader in finding creative solutions to today's complex tax and business environment.

As one of the only Certified Tax Coaches in Massachusetts, licensed by the American Institute of Certified Tax Planners, I specialize in using advanced tax reduction strategies to help business owners and individuals with complex situations reduce their overall tax burden. 

A strategic adviser to hundreds of CPA firms in the Mid-Atlantic region, Ira works vigorously to strengthen firm performance. Noted for his probing and conversational approach, Ira created Managing Partner On-Call, a coaching process to help Managing Partners make the right impact and test their ideas. Optimum Strategies' primary focus is on strategic advancement, profitability enhancement, M&A, succession and compensation plans.

A sought-after strategic adviser, Ira is a trusted resource on effective accounting practice management, and firm mergers and acquisitions. He is also an effective writer, presenter, and keynote speaker on professional service firm success. His engaging style and deep insights have earned high ratings from audiences. He is passionate and committed to sharing success secrets.

Emphasizing practical and realistic methods to increase operational effectiveness and create strategic advantages are the hallmarks of Ira's approach. CPA firms turn to Ira and Optimum Strategies when needing expertise in practice management, managing partner effectiveness, business intelligence processes, practice enhancement, compensation and goals programs, retreats, next generation leadership development and navigating practice transfers and sales.

Ira is frequently published in CPA industry publications and blogs. Here are some of his recent articles:


CPA Now (PICPA), April, 2016: Learn and Implement the Lessons of Tax Season - http://bit.ly/1QCAOpN

PICPA Journal, March, 2016: Five Factors for the Successful Buyer - http://bit.ly/2drh7uo

VSCPA Disclosures, May/June 2015: Life After Closing: The Essentials of Living Happily Ever After - http://bit.ly/2ecuhwN

He has also been featured in interviews in the Philadelphia Business Journal:

A Few Minutes With...Ira Rosenbloom, July, 2016 - http://bit.ly/2eyxouu

What's Behind the CPA Firms' M&A Activity, January 2015 - http://bit.ly/2eywgHn

David Cristello, Founder & CEO of Jetpack Workflow and host of the Growing Your Firm Podcast, offers observations of 2020 and predictions for how best to prepare for 2021 as an accounting firm owner.

In 2021, these are the 3 main buckets for industry-leading accounting firm owners to secure for a great year:

1. Secure a margin of safety for your firm.
2. Secure opportunities to serve existing and new clients.
3. Secure your own wellness and goals.

Read the full summary on our blog at jetpackworkflow.com/blog/prepare-for-2021-in-accounting

★ Featured in the Wall Street Journal, Barron's, The New York Times, TEDx, Vistage, Inc. & Thrive Global ★

✔ Are you a driven and/or restless professional who wants to achieve without all the associated anxiety?
✔ Do you feel stuck in a pattern of behavior, leading you to ask yourself "Why do I keep doing that?"
✔ Are you a Financial Advisor, or an Executive in the Hospitality, Customer Service or the Manufacturing Industries?

I help driven and restless professionals and executives become more effective leaders by unveiling their blind spots and discovering why they keep making the same (bad) choices. How? By showing them how to improve their Judgment Quotient (JQ)® — and make choices that are aligned with their values and goals, instead of working against them.

"If you help them see it and feel it, they will fix it."

★ Want to Learn How ★
Please contact me at krishna@krishnapendyala.com or 412-301-5123. For more information visit choiceladder.com or krishnapendyala.com

★ What Clients Say ★
"Krishna explained many hurdles in ways I could understand in order to better work with them. He put faces on these issues that I saw popping up in my life. Once I could SEE these issues and face them, look them in the eyes, I was able to recognize that these animals did not have to run my life." Vivian Lee Croft

"Krishna's disposition and clarity help the young managers find the right direction like Moses pointing to the promise land yet his approach feels like the gentle tug from a father's kind words to a son. That's a special gift in my opinion. I listen to the folks he is mentoring and hear a difference in their answers. It's maturity I hear. That's change worthy of investing in." Jim Keene, Founder & CEO of KEENE Building

★ Specialties Include ★
✔The ABCDs of Judgment - Judgment Quotient (JQ)® ✔ Choice-making vs Decision-making ✔ Operating in the AlphaZone ✔ Playful Mindfulness ✔Raising Self-Awareness Beyond EQ ✔2 Days at a Time ✔EAT Well!

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

My personality types are DISC D (Captain), Myers-Briggs INTJ, and Enneagram 8. I tend to work methodically, but aggressively towards goals with a strong preference for efficiency. I'm most energized by competition & winning, professional growth, and leading the group. See my full personality profile here: https://www.crystalknows.com/p/jackiemeyercpa

Shawnna Weber is the host of Faces of Finance Podcast and the CEO of Edgewood Business Solutions, a business consulting, accounting, and bookkeeping firm that challenges the traditional transactional model of financial management. She founded this company in 2011  with the goal of developing a long-lasting consultative relationship with clients that allows them to decrease their expenses while driving profitability. 

Shawnna and her team have managed over $60 million in assets across their client base and negotiated and implemented strategy, saving companies over $1 million over the past six years.

Are you looking for an accountant who genuinely cares about you and the success of your business?

*HERE IS HOW I CAN HELP*
I help entrepreneurs with growing businesses develop and maintain the right financial systems and strategies that release them from the burden of handling the numbers side of their business while showing them how to maximize profit and minimize taxes. At a high level, my services include:
-Clean-Up - sometimes you don't always get off on the right foot when it comes to the financial side of your business. Here we help clean up any mess and set your systems up the right way going forward
-Stabilize - once things are cleaned up and functioning properly, we will serve as an attachment to your team, virtually handling the numbers side of your business and providing meaningful financials that help you, not confuse you
-Advise - once your business hits a certain size, you need more than just a team of accountants giving you the right numbers. You need an outsourced CFO to help you understand everything and give expert guidance.
-Tax Planning - while having a big fat profit is nice, most business owners (myself included) hate to share a rather large portion of that with Uncle Sam. We help you proactively create strategies that minimize your tax burden while helping reach your financial goals

*WHO I WORK WITH*
-Service-based businesses
-Specialty trade contractors

Want to get a better idea of who an ideal fit for us would be? Check out the "Who is a Client?" page on our website: https://www.meauxcpas.com/who-is-a-client

*SHOULD YOU SCHEDULE A CALL WITH ME?*
-Do you want to stop wasting time and emotional bandwidth worrying about the financial side of your business, so you can get back to being the Owner, CEO, Bossman/Bosslady you always dreamed of being in your business?
-Do you want someone in your corner who genuinely cares for you and your business and has got your back?

Let's chat! Schedule a free discovery session with me at the link below to learn more:
https://meauxcpas.as.me/schedule.php?appointmentType=category%3ADiscovery+Calls

On this episode of Growing Your Firm, host David Cristello interviews Daniel Hood, the editor-in-chief of Accounting Today. With over two decades of experience in the industry, Daniel shares insights into the evolving trends in accounting firms and the push for advisory services. Tune in to gain a deeper understanding of the future of accounting and the role of technology in shaping the industry.

The listener will learn about the evolution of accounting firms, advisory services, trends in the accounting profession, and the impact of AI on the industry.

I love working with great people to pull off improbable outcomes with limited resources. 

I help right-brained business owners get at-a-glance financial clarity without spreadsheets using the Profit First cash management system.

If you don't understand your finances, things can go very wrong. You might miss out on opportunities because you aren't sure you can afford them, you might overpay or underpay your taxes, or you might just plain run out of money before you even notice a problem.

With our proprietary system, we educate and empower you to understand your bookkeeping reports and your business cash flow to guarantee profitability.

Go back to doing what you love in your business and kick back knowing you've handled the money stuff like the CEO that you are.

Whether you need a bookkeeper, have a bookkeeper, or ARE the bookkeeper - I can help.

WHAT MAKES ME UNIQUE:
Unlike many business consultants, I am not a corporate-world escapee. I know how small business works because I am a small business. Together, we will organize your systems so they make sense to YOU, not just your accountant. You will feel empowered by your new understanding of the way it all works, whether you choose to do the work yourself or outsource.

Once you have clean books, we then look at how to turn the numbers to actionable information. Even if you are terrified of numbers or have mountains of debt.

I believe in a collaborative approach. I believe in empowerment, proactive communication, and mutual respect to achieve your goals.

WHAT OTHERS ARE SAYING:
"I just did my Profit First allocations for the second month in a row! It is so cool to see the money building up in my tax, profit, operating expenses, and owner's pay bank accounts. Doing the allocations month by month is much less intimidating to me now … I am really loving this!" – Linda Secondari, Creative Director & Principal of Studiolo Secondari

"Ean doesn't mess around with bookkeeping. Like her company name, she's fulla MOXIE. Which is nice, considering that bookkeepers are a dry, papery bunch. Not Ean. She tells it like it is, with humor and creativity." - Matt Levy, Partner at Levy's Unique New York!

"Ean is well-versed in Quickbooks and bookkeeping practices. She is passionate about teaching entrepreneurs and small businesses. Her patience and willingness to share her time and experience have been priceless and I recommend her highly."
- Patricia Warner, Executive Coach at Columbia University

READY TO GET STARTED?
Go to www.moxiebookkeeping.com to schedule a session to talk about your needs and goals.

LET'S CONNECT! 

CEO of award winning Xero bookkeeping and financial reporting firm Bean Ninjas. We take the stress out of managing business finances, so entrepreneurs have the freedom to live happy, healthy, productive lives. We love working with COACHES, BLOGGERS, ECOMMERCE AND SERVICE BUSINESSES.