Running a successful tax business

Bill came to the world of ledgers and tax returns by an unlikely route. He majored in music, and spent time as a songwriter in Los Angeles, even landing a spot on a production team for a Stevie Wonder spin-off called Writer’s Quarters West. To help make ends meet for his young family, Bill started a small business in 1988, part time, while still keeping a foot in the music industry. But it quickly consumed all his time and energy, and he discovered that he actually enjoyed running a business, which required learning how to keep the books, which led to an MBA in finance and accounting. Eventually, Bill was hired by Universal Accounting Center in Salt Lake City to teach their unique bookkeeping and tax preparation courses to students from all over the country. He has been a lead writer and editor for Universal Accounting’s Professional Tax Preparer course. He also worked several seasons as a tax professional for H&R Block. Having worked several seasons as a tax professional for H&R Block, Bill currently runs his own thriving bookkeeping, accounting and tax preparation business.

Starting and building a successful tax business takes time and effort.

Listen as Bill Brough EA, shares his experience and some advice.

As a professional tax preparer Bill first started with just a handful of clients one tax season. In time it went from being a supplemental income that he was doing on week nights and week ends to a cross road. Yes, he took the leap and started doing taxes full-time doubling and even tripling his business each tax season year-over-year.

Bill Brough EA, owner and founder of Bottom Line Bookkeeping & Tax. Primary contributor and content writer to the Professional Tax Preparer PTP program.

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Start and BUILD your own successful accounting firm


From CFO to offering CFO services & beyond

Todd Manion had a typical start to the accounting profession. After transitioning from economics to accounting as a major he received his masters degree in accounting and found employment doing audits. Really no surprises to start with but wait.

Next comes the opportunity to become the Chief Financial Officer (CFO) for a company and that is when the “fun” started. After the shock of the first day the adventure began.

Listen as Todd shares his journey, starting his first business offering onsite CFO services to selling it and now working with accounting firms develop their talent on the path to becoming partners.

Hear what advice he has for those starting their own firm as well as his suggestions for those running a successful accounting firm now.

Listen as Roger and Todd also discuss the future of accounting and what is on the horizon for the profession. What every accounting professional needs to know to prepare for their future and remain relevant for their clients.

Take the next step as you start & build your business as an accounting professional – do what you can to have the premier accounting firm.

Your Perfect Solution

Remember this, Accounting Success IS Universal 

Christeen Era, From Business Consultant & Accountant to Strategic Advisor

For Christeen accounting was just that natural next step in her career to helping business owners. Accounting is that obvious choice of services that every business needs but there is more than just preparing the financials.

Christeen Era is the owner and founder of Core Accounting Services. Hear her story and see what advice she has to help you build your firm with confidence.

Listen as she shares what she has done to remain relevant for her clients as a Profit First Professional offering more value added services.

It’s time to ignite your passions again and work ON your business. See what you can do to take your business to the next level and get paid what you are worth.

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John Briggs Becoming a successful accountant, a Profit First Professional

How working with clients can be both fulfilling and fun.

Hear the story of how John went from Controller of a $30 million dollar company to starting in 2007 his own business, InciteTax.

* John Briggs graduated from Brigham Young University with a Master of Accountancy in Tax. He worked on corporate taxes and trusts in Orange County, CA with Deloitte & Touche, one of the four largest national accounting firms. With his educational background and work experience at Deloitte, John took a position as Controller for a Dish Network door to door sales company located in Provo, UT. As Controller, John helped the company implement budgets designed to improve productivity while eliminating excess and unnecessary expenses. He helped structure compensation packages for sales reps and advised executives, employees, and sales contractors on investment decisions. John later moved on to become a partner at a small accounting firm where he managed the day to day operations, prepared tax returns for clients, and participated in budgetary meetings with the firm. He saves his clients on unnecessary taxes and educates them on how to properly document business expenses. His core belief is that when your tax and accounting needs are approached proactively, both can become a resource for you to create wealth in your life. John is a CPA and also has a lean six sigma master black belt certification. This discipline of education allows John to help businesses improve their efficiencies by eliminating defects in the production or service cycle while also helping businesses cut waste from their operations.

Learn what you need to know about marketing to find clients.

Matt Roberge – Living the Dream as an accounting professional

As the owner of SLC Bookkeeping Matt is not what some would call a traditional accountant. Quickly you’ll see that he has a zest for life and making the most of the day. He clearly works to live and that is something we can all learn from. It’s time to shake the chains and build your accounting firm in such a way that you control it. Enjoy this discussion with Matt Roberge and hear what you can do to have the dream accounting firm working and living remotely.

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