Following 23
Lance Peters
Arlington, TX
• Active 21h ago
Bio: A veteran of over 20 years of experience, working with small business owners as their financial consultant.
Robert Berrin
• Active 2d ago
Bio: Glad to join ERT!
Phillip Isan
• Active 47m ago
Bio: Under construction ...
Chetan Shah
Pleasanton & Scotts Valley
• Active 75d ago
Bio: Over Twenty-five years of extensive, Accounting, Audit, Taxation and management services experience in Accounting, Audit, Taxation and management.
Richard Campbell
Evansville, Indiana
• Active 27d ago
Bio: CPA/CVA located in Southern Indiana specializing in small to medium sized business high level tax planning. Our Proactive Team Advisor is Jim Jones.
Susan Marshall
Henderson NV
• Active 22h ago
Bio: Enjoy living life & the journey. My favorite place is on the water - Lake Mojave & Lake Powell. Eleven amazing grandchildren, family, friends, travel.
Laurence Whittam
New Jersey
• Active 14d ago
Bio: Founder of Impact Global Solutions. An experienced advisor/coach/consultant who helps firms & businesses successfully Explore & Implement Outsourcing.
Bob Rothenbuehler
• Active 40m ago
Bio: I help CPAs and other business owners enjoy their careers and more profitability!
Michael Uadiale
• Active 4h ago
Bio: I am a Master Tax Strategist that help our clients accelerate their wealth journey to financial freedom using tax reduction methods we provide.
Chima Ebuka
• Active 120d ago
Bio: Insurance Agent
Lindsay Czajka
• Online now
Bio: Elite Virtual Marketing Manager helping Financial Professionals with Digital Marketing
Andy Bowman
• Active 2d ago
Bio: Squirrel Wrangler and Cat Whisperer!
Eric Restrepo
Folsom, CA • ISTP
• Active 12h ago
Bio: Crushing chips and salsa like it’s my job...
Mark Wade
Sarasota, Florida • ENTJ
• Active 3d ago
Bio: President of Echelon Virtual Family Office, Echelon Wealth, and Echelon Resource Teams where Eric Schwartz is our Director of Strategic Partnerships.
Deborah Pfeifer
New York
• Active 57d ago
Bio: I help small businesses achieve their financial goals by connecting them with capital solutions, partnering from initial consultation to funding.
Michael Schwartzer
• Active 142d ago
Bio: CPA located in Scottsdale Arizona specializing in small to medium business tax planning and accounting.
Tracy Miller
• Active 11h ago
Bio: VFO Liasion: Elite Resource Team San Diego State University: B.S. 2008 University of the Rockies: M.A. 2017 Registered Yoga Teacher
David Yuq
FT Lauderdale, FL.
• Active 141d ago
Bio: I provide education and value-add to aviation related wealth management clients, small to medium sized business owners, CPA's & tax attorneys.
Eric Runge
• Active 15h ago
Bio: CPA Team-Based ModelConsultant.
Ryan Foncannon
• Active 2d ago
Bio: Here to Skool you all.
Craig Favara
• Online now
Bio: Vice President of Sales at Bulk Mineral, I assist individuals with creative tax strategies that help them reduce their ordinary income come year end.
Ian Welham
New Jersey
• Active 8m ago
Bio: Proactive Facilitator
Michael Apollonsky
• Active 3d ago
Bio: Michael Apollonsky
1-23 of 23
Philip Whitman
Phil specializes in CPA Firm Growth & leads Whitman Transition Advisors - the single largest advisory organization for CPA firms in the Nation.

Active 58d ago
Joined Oct 8, 2023
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