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

Go to www.completeadvisorysolution.com and watch the video What is Advisory If you want to talk to someone who knows what they are talking about and has been there and done it and isn't going to talk a load of stuff and nonsense then reach out and connect on LinkedIn MD of F3C Advantage Limited where we work with accountancy practices of all shapes and sizes If you want to get serious about developing Advisory Services contact me I also hold several consultancy and NED roles with a number of SME's I've been the New Business Director in a Regional Practice where we tripled the GRF of the office in two years by focusing on an Advisory Led approach. And an Advisory Partner in a Top Ten Firm where I trained over 100 partners and managers in the nuances and practicalities of client advisory before setting up F3C. So, I reckon I've got a pretty good fix on what clients want from accountants plus a pretty a good fix on what accountants feel about Advisory and why to date so many dabble rather than get serious. For Accountants that want to get serious about delivering client centric advisory services - Go to www.completeadvisorysolution.com and watch the video What is Advisory

"Accountants change lives, but not by producing a set of accounts" This philosophy has driven everything I work towards. By way of background I qualified as an ICAEW Chartered Accountant and a Chartered Tax Adviser. I started with a regional practice, Rabjohns LLP (now Bishop Fleming) in Worcester before joining Ernst & Young and KPMG where I worked up to management. After over a decade of professional experience, I decided to develop a professional accountancy outsourcing company and this has been a driving passion since I started the business in 2003. I am permanently based in the UK and available for our clients to speak to about their customer experience. We enable forward thinking accountants in practice increase profits and deliver better service to clients by delivering accounting and tax compliance services from our offshore centres, enabling firms to deliver more value-added services. Our World-Class delivery systems ensure that firms receive consistent service. We also provide back-office accounting services for large plc corporate clients including accounts payable and receivable. Our team care passionately about delivering a high quality service to our clients across the UK, Australia and North America and this approach is driven through all aspects of our business, delivering world-class service driven through technology. We lead change in our Industry and are certified for Information Security for ISO27001:2013, the latest security standard for our industry and ISO9001:2015 for Quality Management. Our systems are also designed to comply with GDPR requirements and are certified to BS10012 for Personal Information Management. We are the first specialist Accountancy Outsourcer in the World to hold the latest International Quality, Security and Business Continuity Standards. If you'd like to explore how AdvanceTrack can help your Accountancy firm, use the link below to book your Discovery meeting.

Exclusive mentoring and training for accountants, business advisors, and consultants. Discover the proven methodology that generates better clients, gets you 10 hours a week back, systemises your practice and enables you to scale. 💥DO YOU WANT A FREEDOM PRACTICE THAT GIVES YOU MONEY, MEANING AND TIME? 💥 Your ability to create a practice that delivers the kind of life you truly desire hinges on the kind of clients you attract, the way you deliver your services and how you run your practice. This is where we come in. 💥WHAT DO YOU NEED HELP WITH? 💥 ✔️ Building the number of advisory clients you have ✔️ Getting better clients ✔️ Pricing your services ✔️ Marketing and sales training ✔️ Niching your practice ✔️ Being seen as the go-to expert ✔️ Differentiating yourself from other firms ✔️ Having proposals signed fast ✔️ Leveraging your advisory offering ✔️ Creating a freedom practice 💥 WHAT IS OUR OFFER? 💥 👉 THE BOOKS Get access to the accountant's guide to get high-value clients - a roadmap of how to use sales and marketing in your accounting firm. Visit - www.oopmf.global/book for a copy of The Pioneering Practice. New book - It's here: Practice Growth Superpowers THE BOOK! Message me for a free copy. 👉THE TRAINING Join us for a no-pitch private workshop and discover what sales and marketing you can use in your accounting firm to attract quality prospects and get high value clients. Visit - https://oompf.global/webinar/ 👉THE PROGRAMME Click here to see the results and experience our clients achieve through our Momentum programme. Visit - https://oompf.global/success-stories/ WANT TO KNOW MORE? 🌐 www.oompf.global ✉️ amanda@oompf.global Message me now on LinkedIn with the word MOMENTUM to find out more

Hi I'm Rob Brown, former high school math teacher, kickboxing blackbelt, stroke survivor, chess fan, part-time musician, teetotaller and committed Christian. Most of my work is in the accounting/CPA/fintech world in these 6 areas: ❶ BD/SALES TRAINING. Online webinars or in-house business development programs that train accountants/CPAs to become confident, effective and strategic work winners. Growth related sessions include prospecting, referrals, pipeline, cross-selling, personal branding, pitching, networking and closing. ❷ EVENT HOST & MODERATOR. Professional MC, event host, moderator, interviewer and chair for F2F/virtual conferences, summits and panels in the accounting and fintech world. Throughout the pandemic, I chaired 24 virtual panels with leaders of global accounting networks and alliances to discuss the key issues and challenges. View them here: https://bit.ly/acc-panels ❸ ACCOUNTABILITY COACH. 1-1 career mentoring for accountants/CPAS to ensure they hit their goals and accelerate their careers outside chargeable hours. This includes discretionary activities such as networking, profile raising, career development, winning business, personal branding, developing commercial acumen, speaking and writing etc. ❹ PODCAST CO-HOST. The top-rated ACCOUNTING INFLUENCERS PODCAST features daily segments featuring news, rants and expert interviews for accountants/CPAs and the accounting/fintech world who serve them. https://bit.ly/accinfpodcast ❺ INFLUENCER MARKETING. Accounting/fintech vendors and accounting networks/associations/alliances hire me as an 'accounting influencer' to generate interview-based video content (testimonials, case studies, staff bios, launches) for greater brand exposure, internal comms, audience engagement and product promotion. ❻ ACCOUNTING INFLUENCER ROUNDTABLE (AIR). With Martin Bissett, I co-chair a door-opening club of 50+ practitioners, experts and vendors who serve the accounting/fintech world. https://accountinginfluencers.com/ Finally, I'm the author of Amazon bestseller BUILD YOUR REPUTATION with global publishers WILEY. I'm a featured TEDx speaker and my talk THE PERSONAL BRAND OF YOU has generated close to 300K YouTube views. Personally, I have a diploma in accounting and coaching qualifications in 7 sports. I live in Nottingham (home of Robin Hood) with wife Amanda and 2 daughters. I'm a proud Yorkshireman, am allergic to grapefruit and cannot whistle or ice skate. I have epilepsy, am not allowed to drive and I play 4 musical instruments to an average standard. ☛ www.BDAcademy.pro ☏ +44(0) 7855 710 201

We help accounting/ERP software companies build automation solutions for data-entry from financial documents. Real-time, 100% algorithm driven delivery. Embedded in the UI of their software. https://developer.azora.one/

Partnering with a global network of Accounting Firms in providing the most advanced IT services and products specific to the industry.

I'm the CEO of Padgett Business Services, one of North America's largest tax, accounting and payroll advisory firms serving the specific needs of small businesses. I'm also extremely proud to be a Co-Founder and former CEO of Accountingfly, which is helping accounting teams solve their talent challenges by hiring U.S. based remote accountants. I live in my hometown of Pensacola, FL. Alum of Trilogy Software, Scient, American Express and Monster.com. Learn more at GoingConcern.com and Accountingfly.com

Specialties: QuickBooks ProAdvisor with expertise in setting up books from scratch. Patient teacher of recording transactions properly. Liason capabilities between CPA's and client management team - able to translate accountant-ese to plain English!

I help solo CPAs and partners in 1 - 5 partner firms get down to a 30-hour workweek without giving up a dime in revenue. WHAT DO I DO? I help my clients build Advisory & Consulting Services for their business owning clients, reduce workload dramatically, while increasing revenue *and* margins. Many of my clients generate $100K+ of *new* revenue in the first 6 months of working together, while simplifying their accounting practice. WEBSITE - SheThinksBigCoaching.com PODCAST: SmartStrategyforCPAs.com Email me to connect: geraldine@shethinksbigcoaching.com

Ken Pyle is a partner of CYBIR, specializing in Information Security, exploit development, penetration testing and enterprise risk management. Ken is a graduate professor of CyberSecurity at Chestnut Hill College. As an author, he has published several whitepapers and academic works on a wide range of topics including: Public Information and OSINT gathering via Social Networking, Advanced Social Engineering, Software Exploit Development, Reverse Engineering, Web Application & API hacking. Ken is a highly rated and popular lecturer on Information Security having presented at industry events such as DEFCON, ShmooCon, Secureworld, HTCIA International, and others. Ken is a frequently cited subject matter expert appearing in industry publications from Veracode, Accounting Today, Netdiligence, CyberScoop, and the New Jersey Law Journal. Ken has discovered and published a large number of critical software vulnerabilities in products from companies such as Cisco, Dell, Netgear, Sonicwall, HP, Datto, Kaseya, ManageEngine, among many others. He is currently working on a book concentrating on Cybersecurity, Forensics and Secure Design. Hall of Fame Memberships / Acknowledgements (brief list): Sonicwall - https://psirt.global.sonicwall.com/hall-of-fame Schneider Electric - https://www.se.com/ww/en/work/support/cybersecurity/wall-of-thanks.jsp Manage Engine - https://www.manageengine.com/mobile-device-management/kb/mdm-cross-site-scripting-vulnerabilities.html West Wind Web - https://west-wind.com/wconnect/weblog/ShowEntry.blog?id=936 Dell - https://www.dell.com/support/kbdoc/en-us/000126459/security-acknowledgements