CPA Practice Advisor

FEB 2012

Today's Technology for Tomorrow's Firm.

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GREAT PRACTICES WHITEBOARD BUSINESS PARTNERS D Helping Entrepreneurs Transform Great Ideas into Lucrative Businesses allon Christensen, CPA.CITP and owner of White- board Business Partners (WBP; www.whiteboard business.com), grew up learning from his father, the CFO of a small business, the importance of always working to improve business operations. "T at education stayed with me," Christensen explained. "My dad was always showing me new things and creative ways to do business bet er. T at's why I have a passion for helping owners transform their businesses." Whiteboard Business Partners is a strategic coaching and training orga- nization, designed to help transform a vision into a profi table, long-term business. At the core, WBP helps owners focus on their core competen- cies and build a sound framework for operations. "It all starts with the framework," Christensen stated. "Clients fi rst need a clear picture of how a successful organization operates, and then they can move forward." Having developed his "Whiteboard Business Blueprint," Christensen provides entrepreneurs, solopreneurs, and other small business entities with a tested and proven structure for growth. His Blueprint approach helps owners hone in on their areas of strength, defi ne their ideal customers, and develop lucrative opportunities. "Our Blueprint is the foundation of our coaching service," Christensen explained. "You have to start with a well-charted map to ensure you stay on course…always moving toward success." comprehensive and fl exible business coaching package. Clients have a number of options The Whiteboard Business Blueprint—developed to offer a framework for business opera- tions. Cashing in On Coaching Dallon Christensen is building a unique and foreseeably profi table fi rm. T e combination of his accounting background, technology expertise, and strategic business insight enable him to provide his clients with a STATS AT A GLANCE Year founded: 2011 Total employees: 1…with plans to grow! Home base: Bettendorf, IA Firm description: Business coaching and training fi rm for small business owners Technologies of Choice: Xero, Dropbox, Kashoo 6 February 2012 • www.CPAPracticeAdvisor.com available to them—from short-term start-up coaching to a long-term business partner relationship. "For some clients, I get them started by helping build their core business framework, selecting the right accounting software, and assisting them with bookkeeping and accounting work. For others, I serve as a trusted member of their management team, providing longer-term guidance in such areas as pricing strategy, business planning, and complex IT mat ers. Each client is unique," Christensen explained. Christensen's diverse background puts him in a unique position to help clients at multiple levels. As a CPA, Christensen can off er clients in-depth financial analysis and guidance. "I know the ins and outs of running an effi cient accounting operation. T is is typically where most business owners fall down, so I make sure they understand their financial data to support sound, profi table business decisions." Whiteboard Business Partners also coaches small business owners on mastering bookkeeping. "I work with some clients on the bookkeeping process, so aſt er a few months they can take this task over with relative ease and confi dence." With a CITP credential to his credit and a dedication to exploring best-of- breed Cloud technologies, Christensen also provides much-needed coaching in the area of IT. "The web-based solutions that I recommend to my clients are those that I also use in my own firm, such as Xero for online accounting and Dropbox for online document storage. I coach clients on implementing systems that are super easy to use and support a streamlined, in-the-Cloud workfl ow process." Strategic business planning know- how rounds out Christensen's creden- tials. "I've worked in the large corpo- rate environment for years and have had my hands in high level strategic planning. I've been able to take the corporate business model and tweak it for small businesses." T e basis for Whiteboard Business Partners' Blueprint came from Christensen's background in the corporate arena. "Our Blueprint serves as the core structure for clients and has proven very successful." All-in-all, Whiteboard off ers clients a smorgasbord of training and coaching options. With expertise in all the major areas of business operations— accounting, IT, and strategy—clients are in good hands, and WBP seems to be on the road to success.

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