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Entries Tagged as 'Thrive in California'

Peter Lawson - Transform Accounting Fees from a Cost to an Investment

August 28th, 2016 · Comments

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Do you know the Three Biggest Mistakes That Most Accountants Make With Their Marketing? 

Peter Lawson has developed the marketing equation for accountants that once implemented will immediately drive traffic to their web sites and attract business owners that are looking for their help.


Business owners today want just two things for their business...more leads and more revenue.
As a practicing accountant, Peter can relate to this situation where accountants do not have a system to assist their clients with marketing. Well now they do. Peter has developed a marketing system that allows accountants to offer tools to their clients to assist them with generating more leads and more revenue for their business. And the clients really appreciate this advice, and are prepared to pay for it. This doesn't mean that the accountant becomes a marketing expert, it just means that they have a system available to assist their clients with marketing.

In his spare time Peter sails the Historical 18ft Skiffs on Sydney Harbour. This is a great way to keep in touch with his sailing buddies and have a beer and a chat after the race. 

Peter's specialties:

*Lead generation for accountants 
*Marketing for accountants 
*Attracting quality clients for accountants 
*Improving client retention
*Monetizing the advice that accountants are currently giving away for free
*Coaching system to attract and retain quality clients
*Author of #1 Best Selling Books on how Accountants and Bookkeepers can engage with clients
*Specialist in setting up Business Advisory Service Divisions in accounting practices

Tags: business · Thrive in California

Pilgrim Talks: John Silvani, Founder and CEO of Gravity Software

August 11th, 2016 · Comments

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John Silvani combines his in-depth market knowledge with practical business strategies, meeting the unique needs of a broad client group. In May 2001, he was recipient of the Crain’s “Who’s Who in Technology” award and continued to receive awards for his companies throughout his career. In 2011, he was recognized by Lawrence Technological University as one of the “Leaders & Innovators Honoree” in Michigan.

After 30 years in the software industry, John has become one of the nation’s top respected resellers of business applications. His background and leadership has provided him with an understanding of the demands and needs for growing organizations.

 

John asks California business leaders: Does your company need more than basic financial transactions? Are you holding your business back with your entry level accounting software? When your business starts to grow, and it will, you’ll need more security, features and functionality. Learn more about Gravity Software. (www.go-gravity.com)

Tags: Thrive in California

Pilgrim Talks: Dave Seibert, CIO of IT Innovators

August 11th, 2016 · Comments

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Tags: business · innovation · Thrive in California

Ryan Huff - Make CRM Easy

August 11th, 2016 · Comments

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Cirrus Insight Makes CRM Easy

Tags: business · innovation · Internet · Thrive in California

Gregory Wahl - Consider Going Public

August 11th, 2016 · Comments

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Gregory A. Wahl is in charge of the strategic vision of the Firm. Greg served as the Managing Partner for a regional public accounting firm’s Orange County Office in Costa Mesa from January 2005 to November 2007.

Greg began his career with KPMG LLP in 1999 and left in 2004 as a Manager in the Audit and Assurance Practice.

Greg has been working with companies in Asia (Singapore, Korea, Hong Kong and China) and taking them public for the past nine years. He has grown the Firm from himself to a multi-office, international boutique with over 65 professionals in six years.

Greg has over 17 years of experience in auditing and consulting companies that file with the Securities and Exchange Commission (“SEC”) and has significant experience resolving complex accounting and SECreporting issues. He has a particular expertise in life sciences, pharmaceuticals, specialty finance, includingsub-prime lending, consumer products, including consumer electronics, distribution, manufacturing, and retail; and technology, including clean-technology, alternative energy industries. He regularly supervises engagements for companies that are completing going public transactions (Form 10, Form S-1, and reverse takeover transactions) and secondary public offerings for companies.

His transactional experience has allowed him to be involved in capital raises in excess of $3.5B where he has partnered with Deutsche Bank, Jeffries and Company, JP Morgan, Dawson James Securities, Inc., Dominick and Dominick and Merrill Lynch. He has been involved with six successful securitization transactions with over $2.0B in value and responsible for the compliance with the SEC rules under Regulation AB and assisted a well-recognized Wall Street underwriter with its due diligence on the loan pools related to each securitization.

Greg has extensive experience with control processes and risk management for numerous companies and developed various firm standard templates and working papers for compliance with PCAOB Accounting Standards. He has participated in numerous financing transactions, auditing companies in international jurisdictions (including Canada, China, Europe, Hong Kong and South East Asia) and with multi-locations.

He has assisted companies with their internal financial reporting and has consulted his clients with the drafting, summarizing, and negotiating key contracts for compliance with appropriate US GAAP for revenue recognition and for business combinations, particularly reverse merger transactions.

Tags: Thrive in California