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TOP 3 ACTIONABLE TIPS TO GROW YOUR PRACTICE

Cost Free
Presentation Length 1.0 hour 

Recorded DateAugust 1, 2017  CPE:Not available  (archived webinars do not offer CPE credits) Subject AreaPractice Management (Management Advisory Services)  Course LevelBasic  Who should attend?Bookkeeper
CPA - small firm
CPA - medium firm
Other 
Series: Bookkeeper    
Course Description

Growing your firm, finding new clients, and testing new technology takes a little work — but it's always worth it in the end. Join accounting experts and thought leaders Hector Garcia, Geni Whitehouse, and Kyle Pearson to get the inside scoop on the top three actionable tips for growing your practice and increasing your profits this — and every — year.

Learning Objectives

  • Top-of-the-line tips from experts on how to grow your practice, engage your staff, implement bottom-line growth strategies.

  • Get practice steps on how to focus your services.

  • Gain new perspectives on how to run your business.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Geni divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley and writing, speaking, and tweeting about what some might consider nerdy subjects. A certified Mentor Plus Level 5 Consultant, she is also co-founder of Solve Services, which provides remote bookkeeping services to companies in the wine industry. As a former partner in a CPA firm, two-time software company executive, and former CMO of a tech startup, she has a passion for applying technology to solving business problems. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. She was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural TEDx event in 2011.

Geni is the author of “How to Make a Boring Subject Interesting: 52 ways even a nerd can be heard” which is available on Amazon.com.
 

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Hector Garcia, CPA

Certified Quickbooks ProAdvisor
Principal Accountant and QuickBooks Trainer
hector@qbkaccounting.com
(954) 414-1524

Hector is a CPA practicing as an Accountant and QuickBooks Trainer/Consultant in Davie, FL for his own firm Quick Bookkeeping & Accounting LLC. Before working in public accounting, Hector worked in several accounting & financial departments of past fortune 500 companies such as: Best Buy, Circuit City, Bank of America, and Wells Fargo. Hector’s passion is in Training; and it comes from his successful career in which he applied his personal philosophy of continuous learning and sharing experiences with co-workers. Currently, Hector teaches QuickBooks and Excel in his Doral, FL training center almost every weekend. Hector is married with 3 children, lives in Weston, FL. Hector is fluent in Spanish and English.

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Kacee Johnson

Blue Ocean Principles
Strategic Advisor at CPA.com and Founder of Blue Ocean Principles
kjohnson@blueoceanprinciples.com
(844) 579-5500

With 10 years of hyper-focused experience in accounting technology, Kacee Johnson has forged the way for numerous cloud providers in global market penetration. She is a strategic consultant and speaker on topics including business development, marketing, sales and cloud solutions at Accounting, Business, Legal and Technology conferences globally.

As the Founder of Blue Ocean Principles, a company that assists vendors in strategic market penetration to the accounting profession, Kacee works with both enterprise and start-up tech companies to help them better understand the accounting space, create pragmatic strategies for growth initiatives, and foster community engagement.

In 2018 Kacee joined the CPA.com team (an AICPA corporation) as Strategic Advisor to the Executive team where she works collaboratively with the vendor and thought-leader community. She also helps to develop thought leadership content for mass distribution, and organizes key high-level events for C-suite leaders. 

Kacee has been awarded the CPA Practice Advisor Magazines Top 40 Under 40 award since 2012 with designation under the Top 20 Under 40 Superstar Professionals in 2016 and 2017. She has been a member of the distinguished Top 25 Thought Leaders Symposium group since 2017, and is listed among the Most Powerful Women in Accounting. 

Kacee is a member of the Information Technology Alliance (ITA) and the American Marketing Association (AMA). She lives in sunny Southern California with her husband and daughter, where she is active in cleaning up the beaches, mentoring young professionals, and advocating for women in business and technology leadership roles.

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Kyle has worked in Public Accounting and Industry during his 10 year career. From audit and attest services with a large regional public accounting firm to internal financial reporting and loan servicing of a private money portfolio real estate lender to tax and business advisory services with a local accounting firm, his collective experiences have helped him develop a unique blend of accounting and advisory skills crossing an array of industries, specifically focused in Construction & Real Estate industries as well as Design and other Creative disciplines.

About Our Sponsor

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TSheets is a time tracking application designed and engineered for companies across multiple industries that need to track, manage and report time. Utilizing web-based, cloud computing technology that integrates with multiple platforms, smartphones and software programs, TSheets provides a customizable alternative to paper timesheets and punch cards to streamline HR and IT roles for businesses of all sizes—from freelance shops to corporations employing tens of thousands.