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

I teach bookkeepers and accountants how to utilize tech and automation to create better workflows, systems, and processes so they can run their practice on autopilot, stress less, and save time!

Are you wondering how this became my life?

After being in the accounting world for five years, I struggled with streamlining my practice... I felt frustrated, nervous and couldn't sleep at night because I didn't know where my client work was. I was overwhelmed by all the daily tasks, lost track of work and just couldn't keep up.

I hit a wall and decided to make a change, so I started to automate my practice. I created workflows, systems and processes to help me run my practice so I could scale, take on more clients and provide quality service in the meantime!

Now, I’m a full-time educator. I’m an Asana Certified Pro and my courses have helped hundreds of bookkeepers and accountants LIKE YOU!

I help you cut through the noise so the right customers reach out to work with you. ✅ Capture attention ✅ Build trust as the expert in your industry ✅ Grow revenue It’s hard to stand out and trying to cut through all the noise is overwhelming. It doesn’t need to be this way. I spent 12 years building a tech company with 2.6 million in annual revenue―one of Inc. Magazine's fastest growing companies. After selling that company―I looked back and realized I could have done it faster. So I got clear on what actually captures attention and gets the right people to take action. I started helping clients get results and now I’m fulfilling a new mission to help entrepreneurs like you accelerate growth. That’s where my thought leadership and video marketing program comes in: ➡️ Develop a marketing strategy designed to fit your unique DNA ― Develop a pillar video concept (e.g. podcasting, live shows, workshops) ― Design your marketing engine around 2-3 hours/week of your time ― Identify the ideal places to publish your content LinkedIn, YouTube, TikTok, etc ➡️ Map out a content repurposing workflow. Take long-form video and create... ― Audio to send to podcasting platforms (iTunes, Google, Spotify...) ― Short video clips for social media (30 seconds - 1 minute) ― Images and quotes for social media ―Written pieces such as blogs for SEO ➡️ Create engaging and shareable video content that makes people say “Wow!” ― Select, purchase and set up equipment and lighting. Build an “always ready” system. ― Articulate your ideas, present yourself as the expert while looking your best on video ― Overcoming fear or imposter syndrome ➡️ Optimize your social presence, LinkedIn, YouTube, TikTok, etc... ― Optimize profiles and banner images ― Deploy best practices, settings, titles, and descriptions ― Know how to grow your audience rapidly, get views and engagement I’m also a practitioner who walks the walk―I run a weekly podcast and live streaming show and repurpose content across the internet. I regularly book 10-20 incoming sales calls/week Get where you want to go―faster: I’ll show you step-by-step how to put the marketing pieces together and avoid the pain of trial and error so you can focus on your business. ― I recently helped a client more than double in size in just over 12 months ― Another grew by $2 million to $9 in the past year ― Someone I’m working with landed 2 new clients in 7 days Serious about growing your business? https://sgplabs.com Or DM me

Cannabis is the #1 growing industry in America, and as such the demand for accounting professionals to help financially manage this type of business has skyrocketed. This is because there are a number of unique and complex accounting challenges that companies in this field must overcome in order to be successful. As such, very few accounting professionals are qualified to take on this type of work. My company, DOPE CFO, provides the education and tools for accountants and financial professionals to enter and succeed in the lucrative cannabis industry (https://www.dopecfo.com/in-the-press). Anyone who is an experienced CPA, CFO, Bookkeeper, Controller or tax professional will find that our “plug and play” solution will allow them to quickly build or grow a successful Cannabis Accounting Firm. I've also been appointed to the AICPA 2021 Cannabis Accounting Conference planning committee. I have provided executive leadership and business counsel to companies across many industries including retail, manufacturing, energy, medical/bio, high tech. Within the last 10 years alone: ►Founder of DOPE CFO, a nationally recognized firm with over 800 accounting firms in all 50 states. ► CFO to two high visibility Cannabis start-ups (both over 20 employees), Hifi Farms and Evio Labs (SGBYD). Also, currently serving cannabis in all verticals (farm, dispensary, retail, lab, processing), in several states ►As Contract CFO to a pharma Startup, I helped grow the company from a staff of 7 to over 50 employees, and exit to a global company for over $24 Million ► As CFO for an energy company, I directed responsibility and oversight of an exit to an S&P 500 company for over $120 Million ►As CFO for a private Startup, I assisted in private equity raise over $40 Million, growing the company from 4 to 200+ employees, and exit with 5 years to an S&P 500 company for $85 Million. ► I've worked as Contract CFO for 2 Oregon Angel Conference Winners and was an investor in two others ► I've assisted a public company as Contract CFO to enter Oregon with a strategy of launching 20 labs in the Pacific Northwest.

In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristello welcomes back Geni Whitehouse, founder of The Impactful Advisor and Information Technology Alliance (ITA) president, who specializes in the wine industry.

Geni, also known as the Countess of Communication and author of "How to Make a Boring Subject Interesting: 52 Ways Even a Nerd Can Be Heard," discusses the latest trends in her membership base, the importance of niche advisory services, and effective communication strategies.

Join us as we explore insights into talent acquisition and dive deep into various industry-specific challenges and opportunities.

The listener will learn about the book "How to Make a Boring Subject Interesting" and the author's journey from being a tax professional to finding ways to resonate with clients and deliver value.

They will also learn about leveraging humor, embracing unique qualities, improving communication skills, transitioning to advisory roles, and addressing challenges in the accounting industry.

On this episode of Growing Your Firm, host David Cristello welcomes back Nayo Carter-Gray, owner of 1st Step Accounting. Nayo, an enrolled agent and Advanced Certified QuickBooks Online Pro Advisor, is known for making accounting less taxing.

The conversation also covers the importance of diversity and inclusion in various aspects of business, setting boundaries in work, and prioritizing work-life balance, accounting automation, and technology in the accounting industry.

Nayo Carter-Gray is a distinguished figure in the accounting industry, known for making accounting less taxing for her clients. With over 25 years of experience in the field, Nayo has established herself as an enrolled agent, a QuickBooks Online Advanced Certified Pro Advisor, and a Gusto Ambassador.

Her impressive credentials also include being recognized as one of Hubdoc's top 50 cloud accountants, a former Intuit Accounting Council member, and one of Forbes' top 100 tax Twitter accounts.

Nayo's commitment to diversity and inclusion in the accounting profession is evident through her active involvement in promoting underrepresented voices.

As the founder of 1st Step Accounting, Nayo prioritizes setting boundaries and emphasizes that other people's emergencies do not constitute emergencies for her. This philosophy reflects her dedication to work-life balance and prioritizing personal well-being while delivering exceptional service to her clients.