For many individuals a career change is the right step to a better future and was the case for Eric. Whether we are pushed or pulled to make a change in our career it still is a big step and the same was true for Eric. Hear what Eric did to become a Professional Tax Preparer (PTP) as well and run a successful tax business.
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.
Rick Howard, co-owner of Seas The Day Accounting shares this personal journey from not knowing accounting to becoming a Marketing Coach for owners of accounting firms to then later own his own successful firm. Listen to Rick share how he made the change and what advice he has for others as they start and build their own firms.
As part of the discussion he shared information regarding: