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

Turn Your Accounts Receivable into Cash in 30 Days


Listen Later

We help CPA firms by providing them payment options that their clients want via an Online Payment Portal – that was Built by CPAs for CPAs", We provide your clients the payment method of their Choice. Our options are a win for the client and win for the firm as we make sure the firm gets paid quickly. Personally: I've always thrived in opportunities that offer multi-dimensional aspects of the job in an environment that lets me be a team-oriented, passionate, hands-on coach and leader with an entrepreneurial spirit who drives and delivers exceptional results. But maintaining the status quo is not in my business DNA. I'm a manager who isn't satisfied with average. In today's highly competitive environment, evaluating existing situations and creating new approaches to promote continuous growth means being the point man for new and changing initiatives, taking a calculated risk. Business acumen and a talent for insightful analysis used to identify key sales metrics, define and measure the sales process to develop benchmarks for growth and drive the organization forward are essential qualities I bring to the table. I know the importance of cultivating beneficial business relationships and have created strong connections with partners in the CPA, financial sector, government, and Fortune 1000 companies. Providing leadership through innovation and leveraging the potential of a direct sales force, offering a competitive sales compensation structure, and attracting, developing, and retaining the best talent are essential to keeping a sharp competitive edge and positioning the company for sustained financial health and longevity. I am open to sharing ideas with successful other thought leaders. Let's Connect.

...more
View all episodesView all episodes
Download on the App Store

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsBy Jetpack Workflow

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

73 ratings


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

View all
Accounting Best Practices with Steve Bragg by Steve Bragg

Accounting Best Practices with Steve Bragg

261 Listeners

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business by Mike Michalowicz

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

84 Listeners

The StoryBrand Podcast by StoryBrand.com

The StoryBrand Podcast

1,930 Listeners

Built to Sell Radio by John Warrillow

Built to Sell Radio

212 Listeners

Accountant's Flight Plan by Brannon Poe; Poe Group Advisors

Accountant's Flight Plan

9 Listeners

Tax Smart Real Estate Investors Podcast by Hall CPA

Tax Smart Real Estate Investors Podcast

424 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

336 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

253 Listeners

Business Strategy for CPA's by Geraldine Carter

Business Strategy for CPA's

46 Listeners

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals by Michelle Weinstein  - The Pitch Queen, Sales Strategist

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

90 Listeners

Future Firm Accounting Podcast by Ryan Lazanis

Future Firm Accounting Podcast

27 Listeners

The Unique CPA by Randy Crabtree, CPA

The Unique CPA

24 Listeners

Earmark Podcast | Earn Free Accounting CPE by Blake Oliver, CPA

Earmark Podcast | Earn Free Accounting CPE

28 Listeners

The BetterLife Podcast by Brandon Turner and Cam Cathcart

The BetterLife Podcast

839 Listeners

Jason On Firms Podcast by Jason Staats

Jason On Firms Podcast

59 Listeners