Bill Tsotsos - Former Practicing Cpa Email and Phone Number
Bill Tsotsos - Former Practicing Cpa personal email
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Bill Tsotsos - Former Practicing Cpa phone numbers
I help CPAs and other professionals separate from the pack to position themselves as high-impact trusted advisors.Do you experience client push-back on fees and the perception that your professional services are nothing more than a commodity? Are you afraid to raise your client fees for fear they will seek a cheaper accountant or tax advisor? I help you solve these problems by showing you how to uncover the hidden gold inside your business so you can break away from the pack and charge more $$$$My services include: * Brand Consulting * Marketing Consulting * Practice Management Consulting * Coaching * Business Development Strategies * Pricing Strategies * Leadership Development * Talent Acquisition Consulting * Understanding Your Client on a Deeper Level * Creating an Annual Plan for Professional Growth
The Elite Accountant
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Sales Account ExecutiveAspire Partners Usa/Optimally Business Performance Jun 2024 - Present
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Business Development StrategistThe Elite Accountant Jan 2011 - PresentAs a strategic advisor, coach, and consultant to CPAs and those who work with CPAs, my mission is to add value to CPA firms and through them, to their clients. My objective is to provide solutions to the challenges that CPAs face My work with CPAs is designed to enhance revenue growth and business performance. I emphasize skill development and accountability via an annual plan for professional growth. Part of the professional growth strategy is to transition CPAs from subject-matter experts to trusted advisors.My work with non-CPA professional advisors is to help them build better and stronger relationships with CPAs by becoming the CPAs "most trusted advisor"
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Life Settlements Marketing SpecialistLife Insurance Buyers, Inc. 2003 - 2009Marketing specialist in the life settlement industry.Worked with over 1200 financial advisers in the State of California to grow their practice utilizing life settlement broker/dealer affiliations. This resulted in greater revenue and practice growth.
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Financial AdvisorA.G.Edwards Aug 1996 - Jan 2001Registered representativePRIMARY RESPONSIBILITIES* Provided sound financial advice to individuals.* Interviewed clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.*Recommended strategies clients can use to achieve their financial goals and objectives, including advice on debt management, cash management, insurance coverage, and investments.* Identified and kept abreast of new market trends.* Used spreadsheets and market research to back up financial advice.* Explain financial assistance available to college students.* Review accounts to determine if life changes necessitate new financial strategies.* Sold products such as stocks, bonds, and mutual funds.* Determined the net worth of an individual or corporation.* Monitored the investments and made changes as necessary in order to help the individual or company to gain even more money.
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Financial AdvisorPaine Webber Jan 1991 - Aug 1996UsRegistered Representative -
CpaMore Than Just Taxes Apr 1984 - Dec 1990Owned small tax practice. Offered other services insurance, financial planning, part-time controller to small business and individuals.CA CPA 1980 - 1995. License status: Cancelled 1995
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Senior AuditorTouche Ross Jan 1977 - Jan 1980Audit senior
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Staff Auditor And Small Business ConsultantArthur Andersen Sep 1975 - Sep 1976Big 8 CPA firm
Bill Tsotsos - Former Practicing Cpa Skills
Bill Tsotsos - Former Practicing Cpa Education Details
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Penn State UniversityBusiness Administration - Finance Degree -
University Of South CarolinaGeneral
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The Pennsylvania State UniversityFinance
Frequently Asked Questions about Bill Tsotsos - Former Practicing Cpa
What company does Bill Tsotsos - Former Practicing Cpa work for?
Bill Tsotsos - Former Practicing Cpa works for The Elite Accountant
What is Bill Tsotsos - Former Practicing Cpa's role at the current company?
Bill Tsotsos - Former Practicing Cpa's current role is I help CPAs and tax advisors achieve perpetual, double-digit, annual revenue growth.
What is Bill Tsotsos - Former Practicing Cpa's email address?
Bill Tsotsos - Former Practicing Cpa's email address is bi****@****ail.com
What is Bill Tsotsos - Former Practicing Cpa's direct phone number?
Bill Tsotsos - Former Practicing Cpa's direct phone number is +195183*****
What schools did Bill Tsotsos - Former Practicing Cpa attend?
Bill Tsotsos - Former Practicing Cpa attended Penn State University, University Of South Carolina, The Pennsylvania State University.
What are some of Bill Tsotsos - Former Practicing Cpa's interests?
Bill Tsotsos - Former Practicing Cpa has interest in Writing, Meeting New People Over Coffee, The Pga, Annual Business Research Projects, The Nfl, Learning New Skills, Connecting People, Reading About Current Events, California Red Wines, Maintaining Good Posture.
What skills is Bill Tsotsos - Former Practicing Cpa known for?
Bill Tsotsos - Former Practicing Cpa has skills like Small Business, Strategy, Business Planning, Business Development, Strategic Planning, Management, Management Consulting, Consulting, Leadership, Finance, Entrepreneurship, Marketing.
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