Strategy and the Virtual Controller is a podcast for accountants and bookkeepers who want to move beyond traditional compliance. We discuss technology, change management, marketing and whole lot more, including how to avoid the distraction of all of the above.Check out the book Strategy and the Fat Smoker by David Maister as our premise is based on this - avoiding the distractions to focus on what’ll make the change.

Receipt Bank's aim is to remove the burden that managing receipts and invoices place on small businesses.Working with bookkeepers, accountants and with small businesses directly, Receipt Bank has developed its software and service to make the gathering, storage and processing of receipts and invoices as easy and as cost effective as possible.Our award-winning service is used by over 5,000 accounting firms around the world to improve their efficiency and to improve the service they can offer their clients. Receipt Bank integrates directly with the leading bookkeeping software packages to free small businesses from the data entry / management of receipts, bills and invoices!

Oversee the growth of the membership group in the US.Develop tools and resources for 2020 members to implement in their accounting firms to help them better market and manage their businesses. Consult to firms on a wide range of best practices for small and medium sized accounting firms. Deliver world-class professional education (CPE) to the accounting profession to help them make better business decisions in an engaging and entertaining way.Look for value-add relationships with vendors to the accounting profession that will be of benefit to the membership group.Connect US members with 2020 affiliates around the world to better serve their clients.Help grow the bran of 2020 Group, both here in the US and as a global membership organization for small and medium sized accounting firms.

Worked with accountants (throughout Australia, New Zealand, the US, Canada and the UK) in public accounting to help implement Principa practice development and business consulting systems.