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.
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.
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.
Hear Adam Syvock’s story as he shares his journey to start and build a successful accounting firm. Infinity Accounting started as a supplemental income as he worked with clients on weeknights and weekends until he was ready to jump in with both feet and do it full-time. Today Adam has a thriving accounting firm and coaches others to do the same with Universal Accounting Center (UAC). Those UAC students enrolled in the Professional Bookkeeper (PB) and the Professional Bookkeepers Guide to QuickBooks (QS) programs work with Adam has he tutors, and coaches them.
As part of the discussion we’ll also share our thoughts regarding the differences between hourly billing, fixed pricing, and value pricing, and when it makes sense to use one pricing strategy over another.
Lisa Campbell has built a thriving accounting & bookkeeping service (The Marcam Group) that is forward thinking both as a business model and how she works with her clients. Take a moment and listen in as she shares her thoughts and insights for you to do the same.
Learn more about the two programs she shared that really made the difference for her: