How Accounting "Pods" Create an Amazing Client Experience

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By David Cristello and Jetpack Workflow. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Author of "The Entrepreneur's Guide to Financial Statements" and more than 300 other published works on Entrepreneurship and Finance, David Worrell will help you make better business decisions, take more effective action, and build a stronger, more profitable business. Unlock the real potential of your business with David's unique approach to building durable business models. An award-winning entrepreneur, executive, and author, David specializes in helping small businesses grow rapidly to the next level by implementing powerful financial and business development strategies. He is a graduate of The Ohio State University, the Sandler Sales Institute, and the E. M. Kauffman Foundation's FastTrack Entrepreneur Training program. Five times -- most recently in 2019 -- he has been recognized as a "Fast 50" award recipient for building fast growing new companies. In 2012 Business Leader magazine named him a "Top 50 Entrepreneur" in Charlotte. He has taught international business planning within the top-10 ranked MBA program at the Fisher Graduate School of International Business, in Monterey, California, and from 2002-2009 was a regular contributor to Entrepreneur Magazine on all aspects of business finance, acquisitions and exit strategies. Worrell has run 4 successful companies of his own. His first, InfoQuest! International, Inc., was sold in 1999 to a Silicon Valley competitor. Subsequently, Worrell founded Monterey Venture Partners (MVP), a venture consultancy in Monterey California. MVP helped dozens of entrepreneurs design, build and finance their companies. From 2002-2010, Worrell was a partner in his third venture, AmeriStart (www.ameristart.com) and now is managing member of Fuse Financial Partners, where he is available as a fractional CFO. David is a Certified QuickBooks Pro Advisor, and certified Emerging Markets Credit Analyst from Moody's Analytics. Learn more about your business at http://www.FuseFinancialPartners.com and in his new book, available at Amazon. Specialties: Quickly ramping revenue growth and profits by implementing market-dominating strategies and financial controls at fast-growing or emerging companies. Builds strong relationships with Angel Investors, VC, banks. Provides a roadmap to success through Financial forecasting, valuations and strategic, financial business planning.

242 episodes