Below is the list of registered attendees and the topics they are interested in discussing.
Athena Camps
CEO
Business model questions
I own a summer camp that is moving from a one-woman show to an office and putting together a team on a slim budget. How do I hire a team on a limited budget? What is a phase approach to getting from a one person operation to building a team?
Hiring and managing
I own a summer camp that is moving from a one-woman show to an office and putting together a team on a slim budget. How do I hire a team on a limited budget? What is a phase approach to getting from a one person operation to building a team?
Legal topics in starting or running a business
I am almost 4 years into my business and have not trademarked or copyrighted any materials. I write curriculum for my summer camp, but am still in the process of editing it. When is the time to trademark and copyright?
KAP7 International www.kap7.com
General Manager
B2C marketing
We license international brands that want to sell in the US swimming market. What is the process to go about targeting the correct customer type and who the customer is?
New product development
We are looking to develop a scheduling and tournament results application, that takes payment as well. We don’t know where to start to find good developers
Social media strategy
There is so many ways to attack social media, should they be managed in one place with one theme (fb, twitter, instagram, pinterest,snapchat, youtube). Or use each social media site individually?
Heroes of Strength
Founder
Starting a business
I plan to launch a fitness apparel T-shirt line in 2015 with a vision to expand to a stand alone fitness brand and facility in 2020. What are you
Social media strategy
I am currently building a following through social media as a reputable personal trainer and strength coach. What are crucial steps I can take to expand my brand awareness as I rebrand my coaching pages to my new fitness brand called “Heroes of Strength”
Business model questions
I plan to launch my own fitness brand as a T-shirt line first and evolve it into its very own fitness facility. What are your suggestions in making this transition effective as possible.
Beverly Lang
Diversified Business Solutions
President / CEO
Social media strategy
What is the best form of social media.
Customer service
How to handle difficult clients.
B2C marketing
What options for B2C marketing am I overlooking?
Chad Davis
LiveCA LLP
Partner
Hiring and managing
Situation: $1M in sales in 1.5 years, new accounting firm, value based pricing model, focus on highly profitable good clients. 9 employees. Question: As time passes some employees shine and others stay stagnant or decline. Other than transparency, setting clear goals and investing in mentorship time, what are some tips and/or advice to keep the firm on the right track without degrading morale/culture?
New product development
Situation: $1M in sales in 1.5 years, new accounting firm, value based pricing model, focus on highly profitable good clients. 9 employees. Our target customers spend 2-3 times more per year in accounting services than an equivalent company of their size/revenue because they buy into our why, love how we work and appreciate the relationships they have with our staff. Question: Since we don’t feel comfortable embarking on new products or marketing initiatives until our team is self-sufficient in their core work, when should we consider starting to plan for these new products (podcasts, national events, specialized CFO for hire work in specific industries)?
B2B marketing
Situation: $1M in sales in 1.5 years, new accounting firm, value based pricing model, focus on highly profitable good clients. 9 employees. Question: We’re redesigning our site and are trying to stay away from the cliche sales tools (ebooks, signup forms, etc). We’re focusing on first person team bios, case studies of existing client journeys, a focus on why we’re in business, etc. Do you have any advice for other things we should include on our site that will act as a pre-qualifier for people to book in a call with us?
Cory Swain
Professional Administrative Support Services
Owner
Business model questions
I have been working as an independent contractor for a few years and have tailored a business model for a one-man-show to provide admin support to small business owners. I would like to discuss transitioning to a larger scale service with a platform similar to clarity.fm or Cranky Concierge.
Legal topics in starting or running a business
I have been working as an independent contractor for a few years and have tailored a business model for a one-man-show to provide admin support to small business owners. What are the basics I need to know to protect my assets as I grow my company?
Social media strategy
I am an independent contractor providing admin support to small business owners. I’ve been building my client base by word of mouth and I’m interested in understanding social media options as I grow my business.
Elizabeth Benton
Elizabeth J Benton LLC
Owner
Hiring and managing
One woman show looking to do more challenging work but bogged down with existing routine work. How do I find the right help?
Hiring and managing
I’ve always appreciated the people in my life who took the time to teach me the skills that got me where I am today. As a way to give back, I’d like to do an intern type thing with high school students – but how do I go about getting it set up?
Business model questions
I currently provide bookkeeping services but would like to do more challenging cleanup work. How do I create capacity to do the additional work without giving up my bread & butter work?
Heather Pierce
Heather M. Pierce Consulting
Owner
Starting a business
I am just starting my independent consulting business and want to make sure I am starting out with a solid foundation of the basics I need to know from a business/accounting perspective.
Legal topics in starting or running a business
In starting out as an independent consultant, I’d like some guidance about contracting things to look out for from a legal perspective.
Public relations
I’m just starting out as an independent consultant and plan to market primarily to my professional network, but would welcome guidance and suggestions for getting new business.
Jennifer Truskoski
Thread Check Inc
Accounting / Customer Service
Customer service
Proper reports and multiple report running.
Customer service
Memorized reports do not work after saved.
Hiring and managing
Using Payroll system better (do not currently use)
John Lee
Delton Cleaning
Owner
Business model questions
Learning to duplicate procedures that can help train and establish a better system. How can I organize and develop a strong and efficient system.
Hiring and managing
Overall I believe my weak point is managing or overseeing the day to day management and shooting from the hip. How can train up a great manager that I can oversee him or her.
Hiring and managing
Learning to hire more efficiently. What are the best questions to ask while interviewing potential employees pt or full time
Laureen Falco
Laureen Falco, CPA, LLC
President
B2B marketing
I’ve been a CPA for over 25 years, but in the last 2 years I’ve been concentrating on my own practice – with Quickbooks, Tax, Business Consulting & Project work for larger companies. I need some assistance in marketing my services. I’d like more CFO services, project accounting and more Quickbooks – monthly customers.
Business model questions
I’d like to discuss on how to put together a business model that will work for my business.
New product development
I would like more monthly customers with Quickbooks, Tax and a monthly package to sell to them.
Mark Spooner
Phoenix Family Counseling
Chief Operating Officer
Business model questions
We are a growing psychotherapy practice and I need to utilized QB in the most efficient manner possible. Is there a way to streamline the accounts receivable process that will better enable me to tackle other business issues?
Working with big companies (partnerships, being acquired)
One option we have discussed in house is selling our company. What is the best way to approach large hospital systems?
Social media strategy
How can we better utilize social media in a field that demands privacy?
Raeann Salter
Minding My Books
Owner
B2B marketing
Lead Generation
B2C marketing
Lead Generation
Legal topics in starting or running a business
How to protect your company.
Tammy Connors
The Eventful Group, LLC
Finance Manager
New product development
HI-We are currently in the process of installing a new CRM system and are looking for ways to integrate with QB
Customer service
I have found QB online since the new interface to be very slow and am looking for ways to speed it up.
Hiring and managing
We are looking for ways to possibly integrate an HR component into QB and are wondering what the options are.
Tracy Jones
Tracy Jones CPA, LLC
Owner
Business model questions
I am on my own trying to figure out how to run a successful practice. I would really like to hear from other successful CPA practices on practice management tools and tips.
Public relations
I want to make a name for myself in the community as I’d rather advertise this way than through publications. What are some strategies to give back to the community and also stand out among my peers?
Hiring and managing
I just hired another CPA in September. What are some tips or recommendations to me as an employer and manager?
Zuella Evans
Ideal Academy PCS
Business Manager
Social media strategy
I am the accountant/business manager for a company, but I am also building a client base for my own company. I would like to brand and market my company using social media and build a website to attract clients.
B2B marketing
Learn more about B2B and B2C.
Public relations
Strategies on representing your company to attract new businesses.
