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

Partnering with a global network of Accounting Firms in providing the most advanced IT services and products specific to the industry.

I'm the CEO of Padgett Business Services, one of North America's largest tax, accounting and payroll advisory firms serving the specific needs of small businesses. I'm also extremely proud to be a Co-Founder and former CEO of Accountingfly, which is helping accounting teams solve their talent challenges by hiring U.S. based remote accountants. I live in my hometown of Pensacola, FL. Alum of Trilogy Software, Scient, American Express and Monster.com. Learn more at GoingConcern.com and Accountingfly.com

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

In this episode of Growing Your Firm, host David Cristello welcomes Kelly Mann, co-founder and CEO of AuditMiner. Kelly shares her journey of launching her own CPA firm, a decision that surprised her given her background in audit and the male-dominated landscape of firm ownership.

She discusses the challenges of changing firm culture and her desire to build a business that aligns with her authentic self. The conversation delves into her experiences in the accounting profession, the shift to entrepreneurship, and her focus on 401k solutions.

Tune in to explore Kelly's insights on starting a firm, selling a firm, and the development of innovative software in the accounting space.