As an author, consultant, business coach, and national speaker, Joe has trained over 150,000 accounting and business professionals in areas of practice development, changing technology trends, strategic consulting, and how to maximize the use of accounting software in their practices.
Joe was recognized by Accounting Today as one of the Top 100 Influential People within the accounting profession. Joe has been featured repeatedly in Insightful Accountant, Accounting Today and AccountingWEB in both articles and in video interviews.
Joe's vision is to "transform small businesses through small business advisors."
In the service of that vision Joe and his team educate, coach, provide resources and build communities for small business advisors, with the overarching goal of empowering them to play a powerful, high impact advisory role with their clients.
