Join Us at Scaling New Heights 2016
Given the role that QuickBooks plays in today’s accounting practices, we will be heading out to Scaling New Heights from May 22 to May 25 to stay updated on Intuit’s new plans and all of the technology tools that dovetail nicely with QuickBooks to make your practice operate effectively.
If you are planning to attend, let me know in advance and I just might have a gift for you. Build Your Firm will be in booth #88. Again, let me know in advance if you are attending so I can set it aside.
On Sunday, May 22nd at 4pm, Build Your Firm will be hosting a panel discussion on Outsourced Marketing and Lead Generation. In this session, we will be joined by three distinguished accountants who will share their experiences and answer questions from the audience. Below are the panelists:
Tom Palm Jr – Tom has been outsourcing his marketing since 2008 and operates a tax practice in Baltimore. He has three office locations, two vibrant niches and is a Certified QuickBooks ProAdvisor. His topline and bottomline results have been impressive. Tom operates the practice with his dad and the practice has operated since 1973 (43 years in business).
Mike Manoloff – Mike has been outsourcing his marketing since 2008 and operates a tax practice in Houston as a CPA. His practice has operated since 1992 (24 years in business). He has three healthy niches and is a Certified QuickBooks ProAdvisor. His practice has grown over $100k for the past eight years and his profit margins have improved by over 25 points.
Luke Gheen – Luke has been outsourcing his marketing since 2011 and operates a tax practice in Colorado. He has two office locations, two niches and is a Certified QuickBooks ProAdvisor. He started from scratch in 2011 and engaged Build Your Firm before opening shop. His practice operates in the cloud and is paperless. Each summer, he enjoys a six week vacation with his family. Despite this, his topline grows $160k annually, profit margins are well above industry average, and his accounts receivable is $0.
Hope you can join our session on Sunday, May 22nd at 4pm. If not, we will record the panel discussion and you can request it.