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

Areas of Practice Certified Public Accountant with 17 years tax experience Certified Valuation analyst with 10 years experience in business valuation Serves small businesses and individuals in the areas of taxation, business valuation, financial reporting and software support services Education • Graduated Summa Cum Laude from Clarion University • Received the Elijah Watt Sells certificate in recognition of performance in the CPA exam

I look forward to meeting with clients to help them automate their small business bookkeeping so they we can focus on their financial strength. We review the financial statements to make them easier to understand, and take action steps together to achieve the owner's goals. Some want to grow the business, while others are ready to build an exit strategy. We help with all phases in-between, and with Rochelle's tax expertise we offer the full services that so many businesses need. What could you do with a CFO in your corner?

My name is Adrian Dayton. By day I am the Founder and CEO of Clearview Social, an app used by over 100 professional services firms to make it easier to get their team sharing on social. I'm an internationally recognized speaker on social media and business development. I've trained over 15,000 professionals on LinkedIn, Twitter and effective blogging strategies. I'd love to help make your next Partner retreat, LinkedIn training, or offsite event a transformative experience.

G. Alan Long, CPA, CITP, CGMA, is the managing member of Baldwin. Alan received his accounting degree from Eastern Kentucky University in 1979 and was certified in 1981. His service to the profession includes having been President and Secretary/Treasurer of the Kentucky Society of CPAs, chair of the Education Foundation of the KYCPA, a member of the Peer Review Board and Leadership Council of the AICPA, a member of the Auditing Standards Board of the AICPA, a member of the Compliance Assurance Committee for NASBA, as well as a member of the Kentucky State Board of Accountancy. Alan is an Instructor for Continuing Education Classes for the AICPA. He received the 2005 Distinguished Alumnus Award from the School of Business & Technology at Eastern Kentucky University. Alan and his wife Teresa reside in Richmond, Ky.

Louie made the leap towards entrepreneurship and started his own firm in January of 2016. Louie's firm primarily works with individuals and small to medium sized business owners nationwide, where he helps business owners and individuals get in control of their finances and taxes. Louie has been able to utilize social media to build his business and is now starting to teach aspiring business owners and entrepreneurs how to build and grow their own business. Louie has 6 years of experience working as an accountant in both the public and private sector. Louie resides in Bellflower, CA, with his wife, Miranda, and his three dogs. In his free time he coaches the JV football team at Valley Christian High School, in Cerritos, CA. Feel free to reach out to me here on LinkedIn or at 714-440-4839.

Aside from being a partner at L&H, Kyle is also the owner of Atlas Wealth Advisors where also provides clients with a comprehensive roadmap to meet their financial goals. He spends a considerable about of time on continuing education, attaining advanced designations from The Booth School of Business in Chicago and The Wharton School of Business in Pennsylvania. In addition to writing The Personal CFO, Kyle has been featured in the following: The Wall Street Journal Accounting Today CPA Trendlines Wealth Management Magazine He's also been interviewed on Fox News & NBC. An endless passion for entrepreneurship and helping others understand finance guides Kyle's days, but the reason behind it all centers around maintaining and creating the best possible world for his three favorite girls ever: his wife, Jennifer and his daughters, Olivia & Claire. When he's not spending time with his family or working, Kyle spends a fair amount of time hunting for spicy salsa around town and reading.

Steven Brewer & Company, CPAs, PC is a full service accounting and consulting firm. We cater to a wide variety of clients ranging from individuals to medium-sized corporations. We specialize in retirement planning, business consulting, investments, estates and trusts, and personal financial planning. In addition to our specialty areas, we also provide tax and accounting services, including tax planning and tax return preparation, payroll services, business advisory, bookkeeping and financial statements.