Taxplow

Command premium fees for your accounting and tax practice using AI

Founder

Bizpayo

Co-founder and Chief Strategy Officer (CSO)

Howard Advisory, LLC

Growth and Profit Advisor

Gartner

Senior Analyst

Helping accountants get to their first $1M and beyond

My story begins years ago when I had an advisory firm but was struggling to increase margins.

I was a one person practice 100% remote.

I was trying to be everything to everyone.

I did not have a niche.

I did not have an ideal client.

I took any business that would hire me.

I did not stand out among the thousands of other consulting firms.

I competed mostly on low price. 

My friends and family would always see a stressed-out, black circles under eyes, 80+ hours/wk working person would have zero personal life.

I took a hard look at my business and found a lot of waste.

Too many services and too many different kinds of clients.

I decided that I needed to focus.

I began to focus on how I could productize my services.

With a business partner I helped develop an automated payment and Google reviews platform (BizPayO) that helps accountants get paid faster, without the expensive fees and which snagged a Google Review after every successful payment.

Through the payment app I found that most accountants were not charging enough.

That inspired me to launch a second SaaS company, a pricing application (Taxplow) that shows accountants what they should be charging based on the services they offer, their location, the client’s situation, and a couple dozen other key data points.

But the problem is bigger than this.

Accountants needs help differentiating themselves and coming up with a unique offering.

One that would help create a moat around their business.

So they would not become just another H&R Block or low-cost accounting firm that would position them as just a commodity.

I'm now sharing everything I learned over the years.

How to to run a 100% remote accounting firm and create a truly unique offering.

If you are an entrepreneurial accountant or tax pro, join me and follow along my journey.

My mission is to create one million, 100% remote, diversified solopreneurs by 2026.

All aboard. 🚆

Marc Howard

Drata

Successfully established and leading a dedicated team of sellers to manage live chat interactions and demo discovery calls, resulting in surpassing targets by 125%+ while maintaining a robust monthly pipeline in excess of $750k. 

Currently spearheading the implementation of new workflows to enhance the qualification process for inbound demos, optimizing conversion rates and driving close/won opportunities efficiently.

Inbound Sales Lead

FY24 Presidents Club
Q4 attainment: 125% of plan, $173k in closed won business

Senior, Sales Development

Build trust with your customers and scale securely with Drata, the smartest way to achieve continuous SOC 2, ISO 27001, PCI DSS, HIPAA, GDPR & CCPA compliance and display items in real time.

$645k in closed won business
80% qual to closed/won ratio

Trained and mentored multiple new reps, 4 of which quickly became top performers amassing an average quota attainment of 120%.

Sales Development

Brown & Brown

Business Development Executive

M3 Insurance

Account Executive

Business Insurance Associate

The Spectator

Director of Sales

Business Insurance Intern

State Farm Insurance

Policy Analyst

Sales Intern

Passionate sales professional with a diverse career journey that began at 19, juggling multiple jobs while navigating university life. 

From door to door advertising sales and bouncing bars to a State Farm internship, I honed my skills and transitioned into the commercial space, eventually becoming an Account Executive at M3. 

Seeking new challenges, I embraced a new role as a Business Development Executive at Brown & Brown before joining Drata, a unicorn startup in the GRC industry. 

Outside of work, I am a husband, dad to a baby girl, GAA athlete, basketball player, snowboarding enthusiast, and musician. 

Excited about the journey ahead and always open to connecting! 🚀 #Sales #TechSales #CareerJourney

Pat Mulvey

taplio

The Battle

Marc Howard

Pat Mulvey

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