BFD Advisors

The BFD Advisors are having WAYY to much fun at QuickBooks Connect 2022, and they are sharing the importance of attending conferences. No matter what industry your are there are conferences and events to attend that can provide you with valuable knowledge and connections. Conferences are so valuable to any business owner and can really be whatever you want them to be. Listen to the episode to hear about the BFD of going to a conference and all the perks included. This episode is an absolute blast!

Im sure by now you’ve been wondering what a BFD even is. Well in this episode the Advisors each share their biggest BFD in their career, why its such a BFD and how you could possibly implement something similar into your business. The Advisors are encouraging you as listeners to send in your biggest BFD to bfdadvisors@bfdadvisors.com for a chance for your story to be shared on the podcast!

Join the BFD Advisors and Max Pearlstein as they discuss the benefits of paying an employee properly over paying them under a table. You work hard to build your business empire and the BFD advisors don’t want it crumble under something small. Its important to cover your assets and use tools like ADP to understand if your employee is an employee or a contractor. Hear some examples of paying under the table and how ADP is a great resource for all business owners. Check out ADP https://www.adp.com/

Meet Will and Kat of Corpay One, they sit down with the BFD Advisors to make you smarter! The Corpay team discusses what Cashflow is and what it means for your business. Learn how much cash is good to have, whats ideal and when should you pay for things with cash or credit in your business. Hear what the BFD of Corpay one is and how it could be the missing piece for your business's tech stack. Corpay One is an all-in-one, flexible and intuitive spend management platform specifically designed for businesses and accounting firms seeking to automate all company spend, making bill pay less time consuming and more profitable as a service. Corpay One’s Platform: Empowers accountants to automate document and data capture Has smarter approvals and custom workflows (think "if this, then that" rules) Manages vendor payments Simplifies expense reimbursements, like expense reports Real-time two way sync with QBO and Xero Advisor Dashboard to create and manage clients, build workflow templates, and more Integrated smart card to capture all spending with the Corpay One Mastercard® Corpay One works hand-in-hand with your accounting system, powering it up with a real-time sync to help you simplify your accounting workflow. And the best part, all of these services are with no client, subscription or scanning fees. For Accounting Firms, Bookkeeping Firms, Outsource CFOs and those offering CAS: go to corpayone.com/advisors to meet with an Advisor Manager For companies looking to improve their spend management or find out more about our Corpay One Mastercard: simply go to corpayone.com to book a free consultation

The BFD Advisors had the honor of sitting down with Ted Callahan and Jeremy Sulzmann of Intuit during the biggest accounting conference of the year, QuickBooks Connect 2022. Hear from the BFD Advisors on why its so important to attend conferences to connect with your community and feel inspired when you leave. Ted and Jeremy talk about the amazing success of having a sell out event, celebrating 25 years of the Pro Advisor program, how the QuickBooks Connect event is laid out and what you can expect from next years event. Learn more about QuickBooks Connect here: https://quickbooksconnect.com/

Are you ever ready for 1099s? Its one of the forms most accountants dread, including the BFD Advisors. Hear from the advisors on how to be ready for 1099’s and what tools they use to be prepared. The Advisors are joined by Ben Stein, Co-Founder and CEO of Keeper a must have tool to be prepared for 1099s and so much more! Learn about Keeper and what the BFD really is. Between making 1099s easier to track, reports to help manage files and supporting advisory and chargeable services, Keeper really is a BFD. Learn more about Keeper Here: https://keeper.app/

Meet Omry Man - the Co-Founder of Anchor! He created this company to ensure you get paid first before you are spending hours completing the work. The BFD Advisors know all to well the uncomfortable conversations around asking to be paid and wanted to provide the listeners a solution that can help them build a business. In this episode you will learn what the BFD of Anchor is, how you can take emotion out of money and how to ensure you get paid first! Want to learn more for your firm? Have a practice with 3 employees or more? Sign up to Anchor by Feb 15 and get $100 in credits when coming through this link: http://bit.ly/404K4zS

The BFD Advisors go over their favorite swag and giveaways from the QuickBooks Connect event 2022. Being avid conference goers, Dawn, Sharrin, and Sean have some serious fave swag they look out for each event. Hear about what swag item was each BFD Advisor favourite and why. Ensure you vote for who you think had the best Top 3 swag items for your chance to win those items! Vote here: https://bfdadvisors.com/vote-swag/

Following episode 5, everyone makes mistakes, this episode is about the BFD Advisors' success stories. Hear about the proudest moments in their accounting career and personal lives. Dawn, Sharrin, and, Sean are excited to inspire listeners to celebrate their wins and know it's okay to be proud of yourself and your accomplishments. Episode 7 = awesomeness and positivity to start your new year off right! Dawn Brolin- www.dawnbrolin.com Sharrin Fuller- www.glasswalletventures.com Sean Duncan - www.smdaccounting.com

One of the hottest topics since the pandemic is ‘Do you really need a brick and mortar for your business’. The BFD Advisors discuss the pros and cons of having a physical location for your business, the types of industries that still require it and how it really comes down to personality for some. Dawn Brolin The Designated Motivator www.dawnbrolin.com Sharrin Fuller Uninhibited Innovator www.glasswalletventures.com Sean Duncan The Proactive Advisor www.smdaccounting.com

Making mistakes happens to the best of us and according to the BFD Advisors that just means you are doing something right. Hear from each of the Advisors as they share one of their biggest mistakes they made in their career and what lessons they learned from it. Gain valuable and inspirational advice if you are currently experiencing a big mistake in your career right now. Dawn Brolin The Designated Motivator www.dawnbrolin.com Sharrin Fuller Uninhibited Innovator www.glasswalletventures.com Sean Duncan The Proactive Advisor www.smdaccounting.com

Are you afraid to say no to a client? Whether is a fear of missing out on that revenue, feeling like you need to know everything, or just not sure how to say no, the BFD Advisors are here to talk about how to get over that fear and the benefits that come from it. Learn about how white labeling, and how may or may not work for your business and both sides of the referral system, sending referrals and receiving referrals. The BFD will leave you feeling inspired and validated that being really good at one thing is a true benefit! Dawn Brolin The Designated Motivator www.dawnbrolin.com Sharrin Fuller Uninhibited Innovator www.glasswalletventures.com Sean Duncan The Proactive Advisor www.smdaccounting.com

The BFD Advisors speak with President Elect of the Accounting Financial Women’s Alliance, Grace Staten about the Women Who Count Conference. They touch on the membership benefits, next year’s conference in Reno and that men count too! Visit: https://www.afwa.org/

The journey to discovering your niche is about what your passions are and what your clients need. The BFD Advisors talk about their journey to finding their firms industry niche, the power of knowing your automatic “No’s”, and getting over the burden of the feeling like you HAVE to help everyone. Feel motivated to shift your mindset to outside of your niche just being your client base, its your talent and what you want to do. After listening to this episode you will be inspired to do the work and stop just talking about what a Niche is and how to say it.

The BFD Advisors talk about how the future is here and how it can be overwhelming. Dawn, Sharrin and Sean cover why its important for you to make the choices to embrace change so you aren’t forced from behind. Touching on everything from technology, finding your passion, how to communicate with clients, to if Will Smith movies are telling the truth about robots. Whether you are planning for a succession, making the journey to advisory, implementing new technology, or moving away from your brick and mortar firm the BFD Advisors provide the important first 3 steps you need to take to embrace your future. Sharrin’s Rocket Book -  Check it out! Sean’s Chief Proactive Master Program *The BFD advisors want to ensure viewers know the introduction graphic titles are purely for fun for the episode. Check in for the next video for to see what title promotion they receive. Dawn Brolin - www.dawnbrolin.com   Sharrin Fuller- www.glasswalletventures.com   Sean Duncan - www.smdaccounting.com

Welcome to the BFD Podcast! Introducing the BFD advisors, Dawn Brolin, Sharrin Fuller and Sean Duncan share with listeners who they are, their experiences and why you want to be listening to them for episodes to come. Accounting professionals and small business owners will relate to the many stories the BFD Advisors share, and will gain tips and motivation to implement into their own practice and businesses. Dawn Brolin, The Designated Motivator -www.dawnbrolin.com Sharrin Fuller, Uninhibited Innovator - www.glasswalletventures.com Sean Duncan, The Proactive Advisor- www.smdaccounting.com Visit bfdadvisors.com Email us bfdadvisors@bfdadvisors.com