Resources:

Ted Williamson, CEO

www.linkedin.com

Ted Williamson, a dynamic entrepreneur with a diverse background in contracting, technology, and managing bookkeeping and tax firms, is at the helm of Accountants 2.0. With years of experience running businesses, Ted offers a strong vision of the future of business and of the business services industries. He recently sold his firm, a bookkeeping and tax firm, working with CPAs on deeper engagements, and helping small businesses with compliance and advisory.
With Accountants 2.0, he is now serving new-age accountants and bookkeepers with growth solutions and technologies, as well as matching firms to their ideal clients within the forward-thinking entrepreneur market, based on specific criteria that the entrepreneur and firm agree on.
Ted likes to problem solve and find areas in a business that can be optimized, as well as likes to peel back the industry's surface, to help more people enjoy their professional careers, and ultimately, their living situation. He enjoys traveling and working remotely and encourages others who might not have thought that they could previously.

Steve Perpich, Sales and many other extraordinary things

www.linkedin.com

Steve Perpich excels in accounting systems, management, and consulting. With a diverse background across various industries, Steve provides tactical and strategic guidance to help clients overcome challenges and achieve their goals. His industry experience beyond finance includes, utilities, security logistics, aerospace, accessibility and aging markets.

Accountants 2.0 Summary from (Otter Notes)

The meeting discussed the Accountants 2.0 platform, which helps accounting firms and bookkeepers sell their businesses by handling sales and client meetings. The platform offers three models: DIY, Done With You, and Done For You, with pricing ranging from $57 to 120 bucks per month. The platform also includes a custom-built CRM for the accounting industry, which enhances transparency and client management. The team emphasized the importance of personal connections and responsive communication, highlighting a 20% commission in the first year and 10% per year thereafter. They also discussed the benefits of monthly client check-ins for better retention and upselling opportunities.

Transcript

https://otter.ai/u/pxDaAiK2LGfmEgUCKNApfJ3OQ-o?view=transcript