Hello TCA community! Ramona Cedeno, CPA and Fractional CFO serving tech, e-Commerce, and creative firms. I live in NY. I'd love to hear what's working for other members in the areas of automation, talent retension and diversifing service offerings. There is a longer list but I think 3 is the magic number:-). Looking forward to connecting with you all.

Stewart Ervin, Fractional CFO serving manufacturing companies in the Virginia, North and South Carolina region. Excited to join the group and looking forward to expanding my network.

Aaron Brown Serving Small-Mid Registered Investment Advisors (RIAs), Broker Dealers (BDs), and Small-Funds with appointment generating systems and content engines. Excited to learn more about what James has pioneered here as well as learn and network with other growth-oriented business owners.

Bon Giorno, a tutti! My name is Clay Neves and I am VP of Enrollment at Universal Accounting Center, located in Draper Utah. I manage a department of 15 (and growing) telephone sales pros working remotely from their home offices throughout the US. We create and empower Accounrepreneurs. We are a post-secondary vocational school specializing in accounting-related certifications in Bookkeeping, Tax Preparation and Advisory Services for small business clients. We also provide comprehensive training, support and coaching in building the premier accounting firm beyond themselves for 1-2 years, even after certification. I love helping our students become as powerful in SELLING their accounting skills as they are in providing them. I'm hoping to mastermind with other professionals and continue to learn best sales practices and strategies. There is always so much to learn. Maybe I can also share some things I've learned along the way. Over 40 years of experience in Sales Management, I've probably helped some salesperson through some problem or opportunity that you may be dealing with. It's the ART and SCIENCE of getting clients. The ART makes it FUN. The SCIENCE makes it CERTAIN.

Hi all @ The Closing Academy! I’m Lou Rosabianca, and I’m the operations manager with Credit Banc. We specialize in helping small businesses secure capital for growth. We offer quick access to working capital, which can help business owners navigate seasonal downturns or fund new projects. We have had brilliant success in collaborating with accounting firms. By referring clients to us, you can provide them with comprehensive support while also enhancing your service offerings. Let’s connect: api.leadconnectorhq.com/widget/booking/sSlMe38umWwwsrOumRXq