James Ashford is truly one of the nicest entrepreneurs I’ve ever met. Upbeat, friendly, positive – but with a steely resilience simmering beneath the surface. And, boy, has he needed that resilience! - Multiple failed businesses - Split up from his wife (temporarily) - Having to ask a friend to pay for the liquidation process of a bankrupt venture. All before his big breakthrough, GoProposal which he sold to FTSE firm, Sage for an eight figure sum. Truly one of the best conversations I’ve ever had on the Bulletproof Entrepreneur Podcast - so many insights, experiences and wisdom shared. If you’re a business owner or aspiring entrepreneur subscribe, download, bookmark for later. You don’t want to miss this one. Out now.

Solve Their Problems: How to Get Clients Now! @thejamesashford is the founder of @GoProposal, a proposal and pricing platform for accountants which he bootstrapped and sold for an 8-figure sum. 🎧 Show Notes: saasclub.io/461

Small Tech, Big Exit: Build a Racehorse Business! @thejamesashford is the founder of @GoProposal, a proposal and pricing platform for accountants which he bootstrapped and sold for an 8-figure sum. 🎧 Show Notes: saasclub.io/461

Business Development: Turn Prospects into Loyal Customers @thejamesashford is the founder of @GoProposal, a proposal and pricing platform for accountants which he bootstrapped and sold for an 8-figure sum. 🎧 Show Notes: saasclub.io/461

🎧 New Pod: James Ashford, Founder of @GoProposal 💡 Built $5K MVP on WordPress, sold for 8 figures ⚙️ Beat $75M funded competitors with speed 🚀 Grew to $2M ARR with just 12 people 🎙️ Hosted by @omerkhan 👉 saasclub.io/461

From burnout to balance: Bakewell-based accounting practice Insight Finance Solutions transformed client pricing and boosted profitability by 36% while cutting their client base in half using @GoProposal: 1sa.ge/sFjV50Xl1ui

136 apps for accounting firms, 90% of which aren't worth touching Here's a breakdown of the only apps worthy of your consideration, by category: 🏆 Leaders: The most happily used platforms 💪 Contenders: Those that still make sense in certain situations 👁️ Watching: They're new, tomorrow's leaders start here 👎 Laggards: There's a better alternative If you want to go even deeper, I share more specifics about each platform in the app guide linked in my bio ⚠️ All of these ratings are my opinion, as informed by working with over 2,000 accounting firms // Practice Management (PM) 🏆 Leaders: Karbon Keeper Canopy TaxDome Financial Cents 💪 Contenders: Uku Qount Firm360 Client Hub ClickUp, Monday, Notion, Trello 👁️ Watching: Cone Levvy Aiwyn Xennett Acounta Zoho Practice 👎 Laggards: XCM Onvio Senta Accelo Mango TaxTree TaxFlow BQE Core Practice CS taxWorkFlow Practice ERP Elephant CPA Aero Workflow Axcess Practice PracticePro 365 Pascal Workflow Jetpack Workflow OfficeTools Cloud OfficeTools Workspace Xero Practice Manager iFirm Practice Manager TPS Software Cloud Axis IRIS Practice Management Automated Tax Office Manager // Tax Preparation Software 🏆 Leaders: Drake Tax ProConnect UltraTax (use Verito, Rightworks or Ace for hosting) 💪 Contenders: ATX Lacerte ProSeries Axcess Tax ProSystem FX TaxAct Professional 👎 Laggards: OLT Pro TaxWise UltimateTax TaxSlayer Pro GoSystem Tax RS CrossLink Professional // Ledger Software 🏆 Leaders: Xero QuickBooks Online 💪 Contenders: Puzzle NetSuite Campfire QuickBooks Enterprise 👁️ Watching: Rillet Digits SoftLedger Zoho Books 👎 Laggards: Wave Intacct FreeAgent FreshBooks Accounting CS Odoo Accounting Accounting Power Patriot Accounting QuickBooks Desktop Sage Business Cloud Accounting / Sage 50cloud // Tax Workflow 🏆 Leaders: Truss Soraban StanfordTax 💪 Contenders: Liscio SafeSend SurePrep SPBinder 👁️ Watching: Filed Juno HubSync Black Ore 👎 Laggards: TaxCaddy GruntWorx 1040SCAN // Close Automation 🏆 Leader: Keeper 💪 Contenders: Xbert Xennett 👁️ Watching: Numeric Truewind // Engagement 🏆 Leaders: Anchor Ignition 💪 Contenders: Aiwyn Knuula 👁️ Watching: Cone AccountGroove 👎 Laggard: GoProposal // Payroll 🏆 Leaders: Gusto OnPay Rippling Rippling PEO Justworks PEO ADP Refer & Earn 💪 Contenders: Patriot Payroll Justworks Payroll ADP RUN For Partners QuickBooks Payroll Core 👎 Laggards: Oasis SurePayroll Paychex Flex myPay Solutions Paychex Flex Pro Accounting CS Payroll QuickBooks Payroll Elite QuickBooks Payroll Premium Don't make the same mistake I did! Use the tech that's validated by your peers! P.S. Happy to share any more targeted thoughts, just drop a comment 🙂 P.P.S. Got a testimonial? If you're a happy user of one of these, drop a comment to support the rad companies building our future ❤️

@GoProposal hi guys none of my team can log in and we can’t reach support because we need to log in to chat. Please could you get in touch

"Before GoProposal, all our proposals were agreed on an handshake deal.” Does that sound painfully familiar? 😖 If you don’t have your pricing fully systemised, you’re making yourself the bottleneck in your business

Did you miss the three part series from @GoProposal? Here it is: 🤔 appadvisoryplus.com/resource… 📈 appadvisoryplus.com/resource… 🚀 appadvisoryplus.com/resource… #accounting #bookkeeping #marketing

CALLING VENDORS AND APP PARTNERS! The 2nd #TaxRetreat is happening in July 2024 in Chicago! Here's the thing. We need sponsors. We need your SWAG, your dollars, and your presence. To submit an inquiry, visit taxtwitter.info/ #TaxTwitter if you have an app partner that you adore, RESHARE and TAG their account. Support the #TaxTwitter community & showcase your brand. Look at you... @accelo @karbonhq @canopysuite @digits @expensify @freshbooks @IntuitAccts @billcom @Xero @ADP @corpayone @thomsonreuters @DrakeSoftware @ignitionapp @onpay_payroll @PracticeProtect @SageUSAmerica @fathomhq @LiscioCX @LiveFlow_io @_FinancialCents @irsform1099 @GoProposal @GruntWorx @tryramp @uncatexpense @infinityglobus Your support is appreciated!!

Join ourselves and @GoProposal on 5th March for our free interactive webinar that will overhaul your client engagement process and pave your way to profit. Book your place > eu1.hubs.ly/H07J5370 #client #engagement #onboarding #webinar

5th February is our first monthly ‘Practice Insight’ webinar which is FREE to you and anyone in your team! Our technical experts, along with @BegbiesTrnGroup and @GoProposal, will bring you up-to-date on all the latest news and developments. Book today > bit.ly/3SCluV6

Ten Business Lessons Accountants Need to Know by @GoProposal ⚡ appadvisoryplus.com/resource… From James Ashford, here's ten lessons business owners and accountants could learn from... #accounting #accountancy #businessowner #accountant

We are setting up GoProposal.. 🤫 It was a very tough call!

Imagine completing all your AML checks with a single click… With GoProposal AML’s latest update, it’s possible. Now you can populate data automatically from the client record, saving you even more time when running ID checks. Find out here >> goproposal.com/aml/?utm_sour…

Thanks for having us! We had a great time and it was great seeing everyone!

Thank you for having us!

That's a wrap on our FOCUS Tax Seminar! Padgett has come together to connect, learn, and share valuable insights. Huge thanks to our title sponsor @ADP , along with @avalara , @Xero , @Hubdoc , @GoProposal , @tallyfor , @thomsonreuters , Becker, SAM, and Cost Segregation!

It's here and it's fantastic! What an exciting day 🤩💚