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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
A show dedicated to accountants and bookkeepers who are looking to grow their practice. It deep dives into both the theory and the exact steps needed to grow a practice in the way you always dreamed. Topics include marketing, sales, hiring, management, pricing, and everything it takes to scale a practice. The show does not cover accounting skills, as listeners already have those, but instead provides business skills.
Episodes
Jason Snider: How Accounting Firms Can Thrive with Remote & Hybrid Teams
In this episode of the Grow My Accounting Practice podcast, Ron and Liz sit down with Jason Snider to discuss the realities of managing remote and hybrid teams in today's accounting profession. As more firms embrace flexible work environments, Jason shares practical insights from his experience leading and growing a distributed team while maintaining strong client service, accountability, and comp
Laura Shwaluk: Why Most Accounting Firm Owners Are Quietly Trapped by the Very Practice They Built
In this episode of the Grow My Accounting Practice podcast, Mike and the team sit down with Laura Shwaluk to explore the evolving role of accountants and bookkeepers as they move beyond compliance work into more strategic, advisory-driven relationships with their clients. The conversation centers on what it really takes to step into a higher-value role and how professionals can position themselves
Sara Connell: Why Storytelling Is the Missing Piece in Your Firm's Growth
In this episode of the Grow My Accounting Practice podcast, Mike, Ron, and Liz sit down with Sara Connell to explore a critical but often misunderstood element of growth: the power of storytelling in building authority, trust, and meaningful client relationships. While many accountants focus on credentials and technical expertise, Sara reveals how sharing your story can be the key to standing out
Tyson Ray: What Every Accountant Needs to Hear About Exit Planning
In this episode of the Grow My Accounting Practice podcast, Mike, Ron, and Liz sit down with Tyson Ray to explore a powerful but often overlooked driver of growth: alignment between how you naturally operate and how you build your firm. While many accountants focus on tactics and short-term wins, Tyson introduces a deeper lens—understanding your instincts, simplifying your approach, and designing
Darren Cioffi: Drift: Why Profitable Businesses Fail (And How To Stop It)
In this episode of the Grow My Accounting Practice podcast, Mike and Ron sit down with Darren Cioffi to challenge a common belief among firm owners: that growth comes primarily from more leads or better marketing tactics. Instead, Darren reveals that sustainable growth is built on consistency, relationships, and a clearly defined message that resonates with the right audience. Darren shares how ac
Michael Boly: Increase Your Credit Score and Access Capital At 0% Interest
In this episode of the Grow My Accounting Practice podcast, Mike and Ron sit down with Michael Boly to challenge a common misconception around credit: that a high credit score alone guarantees access to funding. Instead, Michael reveals that lenders are looking far deeper—at the structure, depth, and behavior within your credit profile, not just the number. Michael breaks down how entrepreneurs ca
Matt Granados: Your Team's Not Broken—Your System Is
Show Summary: In this episode of the Grow My Accounting Practice podcast, Matt Granados challenges a common belief among firm owners: that team issues are people problems. Instead, he reveals how most challenges stem from broken or misaligned systems, not the individuals within them. Matt shares how accounting leaders can redesign their processes to naturally reduce burnout, increase motivation, a
Chuck Staszkiewicz: What Happens After You Sell a $22M Business?
Show Summary: In today's episode of the Grow My Accounting Practice, we sit down with Chuck Staszkiewicz to explore what it really takes to build, scale, and successfully exit a business. Chuck shares his journey of growing a trades company from the ground up to $22 million in annual revenue over 12 years, along with the hard-earned lessons from 25 years in the industry. He offers a candid look at
Dr. Don Wood: Performance, Trauma, and Emotional Concussions
Show Summary: In this episode of the Grow My Accounting Practice podcast, we're joined by Dr. Don Wood to explore the powerful connection between trauma, mindset, and peak performance. Dr. Wood explains how childhood experiences can become unresolved trauma later in life and how they often show up in subtle but impactful ways. He introduces the concepts of "atmospheric conditions" and "emotional c
Craig Dacy: 3 Sales Tweaks That Doubled Our 2025 Close Rate
Show Summary: In today's episode of the Grow My Accounting Practice, we sit down with Craig Dacy to unpack the simple but powerful changes that more than doubled his firm's sales close rate in 2025. Craig walks through the key metrics his team began tracking to identify where prospects were dropping off, and the three strategic tweaks that transformed their sales process. From refining their messa
Profit for Good: How Purpose-Driven Businesses Turn Passion into Sustainable, Profitable Impact
Show Summary: In today's episode of the Grow My Accounting Practice, we explore what it truly means to build a purpose-driven, profitable business. Profit for Good: How Purpose-Driven Businesses Turn Passion into Sustainable, Profitable Impact reframes profitability as the starting point for generosity, not the reward at the end. Through real client stories, we share how passion projects became su
Carol Schultz: From Operator to Leader: How CEOs Reclaim Time and Scale the Right Way
Show Summary: In today's episode of the Grow My Accounting Practice podcast, we explore the critical shift every founder must make to scale successfully by moving from operator to true leader. The conversation breaks down why being buried in emails, meetings, and day-to-day decisions isn't leadership and how CEOs can intentionally reclaim their time before burnout forces change. We discuss when it
The Money Habit
Show Summary: In today's episode of the Grow My Accounting Practice podcast, Mike Michalowicz is joined by Ron Saharyan and Liz Szporn to talk about Mike's newest book, The Money Habit, and the launch of Money Habit Mentors. The conversation explores why money challenges are rarely about math and almost always about behavior. Mike shares the thinking behind The Money Habit and how
Profit First in 2026: Scaling Advisory Without Burnout
Show Summary: In this Insider's Access episode of the Grow My Accounting Practice podcast, hosts Ron Saharyan, Liz Szporn, and Mike Michalowicz explore what it takes to scale advisory services in 2026 without burning out. They challenge firm owners to make the "CEO Pivot," stepping out of the technician role and into true leadership, even in an AI-driven world. The conversation highlights
Jeff Greenfield: What's the Impact of Going Cookie-Less for Marketing and Advertising
Show Summary: In this episode, we explore what the shift to a cookieless world really means for marketing and advertising and what is hype versus what is actually changing. The conversation explains the so-called "Cookie Apocalypse" and how the loss of third-party cookies affects data collection, targeting, and performance tracking. The discussion covers how marketers can measure the effec
Brandon Hall: Scaling Accounting Firms: Leadership, Sales, and Accountability That Actually Work
Show Summary: In this GMAP episode, Brandon Hall joins the conversation to break down what actually holds accounting firms back from meaningful scale—and why technology alone isn't the answer. Drawing from his experience as a CPA, firm founder, and real estate investor, Brandon explains why most firms don't have an operations problem—they have a sales and leadership problem. He challenges the idea
John Zakel, Jr.: 401(k)s as a Tool for Growth, Retention & Tax Efficiency
Show Summary: In this episode, we're joined by John Zakel, Jr., founder of Smooth 401k, to explore how business owners can turn their 401(k) plans into a strategic advantage—not just a benefit expense. John breaks down why many small and mid-sized businesses overpay for their 401(k) plans and what owners can do to fix it. He explains how the right plan design can support business growth, improve e
Dr. Holly A. Tucker: Posture and Ergonomics for Profitability
Show Summary: In this episode of the Grow My Accounting Practice podcast, Dr. Holly Tucker joins the conversation to explore the powerful connection between physical well-being and business profitability. Dr. Tucker shares her journey as a chiropractor and how her passion for helping others extend beyond the treatment room and into supporting professionals—especially women in the chiropractic fiel
Justin Allan Montgomery: How I Scaled an 8-Figure Course Business—No Fancy Funnels
Show Summary: In this episode of Grow My Accounting Practice, we sit down with Justin Allan Montgomery, founder of ProCourseStart, to unpack how professionals can scale an eight-figure continuing education (CE) business—without fancy funnels or marketing gimmicks. Justin shares why accountants are uniquely positioned to launch CE businesses as a powerful passive income stream and explains how this
William Spengler: Why Great CFOs Hate Traditional Hiring
Show Summary: In this episode, William Spengler breaks down why traditional hiring continues to fail finance leaders—and what top CFOs are demanding instead. He reveals how outdated recruiting systems lack the data integrity, accountability, and measurable ROI that finance executives rely on in every other area of business. William explains why the best CFOs don't want résumé collectors—they want
Gabriel Florentino: Cost Segregation
Show Summary: In this episode of Grow My Accounting Practice, we're joined by Gabriel Florentino, Client Development Director at Engineered Tax Services (ETS), to break down one of the most powerful – and often misunderstood – tax strategies available to businesses: cost segregation. Gabriel shares what ETS does as a national leader in specialty tax services and explains how cost segregation works
Wayne Foreman: Journey to Profit First and Profit Freedom
Show Summary: In this episode, Wayne Foreman shares his powerful journey from launching CDF with almost no capital to scaling it into a family of five successful companies with more than 150 team members. He opens up about the role faith played in his entrepreneurial path — including the prayer that shifted everything — and how trusting God through both challenges and victories shaped his business
ProfitCON 2025: What Was Hidden in Plain Sight
Show Summary: In this special episode of the Grow My Accounting Practice Podcast, hosts Ron Saharyan, Liz Szporn, and Mike Michalowicz take listeners behind the scenes of ProfitCON 2025, the exclusive annual gathering for Profit First Professionals. They explore this year's theme, "In Plain Sight," uncovering how profit, purpose, and potential are often right in front of us. The team shares highli
Mark Perlberg: Tax Planning
Show Summary: In this episode of the Grow My Accounting Practice Podcast, Mark Perlberg, founder of Prosperl CPA, joins the show to discuss how accounting professionals can elevate their services through proactive tax planning. Based in Atlanta, Georgia, Mark specializes in advanced tax-reduction strategies for high-income real estate investors and entrepreneurs across the U.S. He shares his insig
Laura Shepherd: Momentum BK Business Model and Client Service Method
Show Summary: In this episode of Grow My Accounting Practice, we're joined by Laura A. Shepherd, founder of Momentum BK, My Top Bookkeeper LLC, and MTB Management LLC. Laura shares how the Momentum BK Business Model empowers accounting professionals and business owners alike through its dual-purpose design—streamlining firm operations while enhancing client outcomes. Listeners will discover how th
Rachel Bernier-Green: Leading the Social Impact Revolution
Show Summary: In this inspiring episode of the Grow My Accounting Practice podcast, Mike Michalowicz and Ron Saharyan sit down with Rachel Bernier-Green, founder and CEO of the Economic Justice Consortium (EJC), to explore how financial professionals can lead — and thrive in — the social impact revolution. Rachel shares how the booming $715B ESG investment market and the B-Corp movement are creati
Marcel Wasserman: Building Prosperity for Clients and for Life
Show Summary: In this episode of the Grow My Accounting Practice podcast, we welcome Marcel Wasserman—strategic business coach, licensed financial planner, and founder of LanternWay. Marcel shares how his greatest reward comes from seeing clients flourish and prosper from the work they do together. With over a decade of experience in financial planning, Marcel has built a business that not only su
Erika Jones: Turning Invisible Revenue into Usable, Visible Profit with the Profit Seen™ System
Show Summary: In this episode, Erika Jones explains how accounting professionals and business owners can identify profit leaks, adjust their pricing and cash flow strategies, and implement a CFO-backed system that makes profitability predictable rather than accidental. She also shares how she combines the Profit First framework with her proprietary Profit Seen™ system to help clients move from gue
Peter McCarroll: AI for Accountants
Show Summary: In this episode, we explore the future of accounting in the age of AI and what firms need to do to stay ahead. From the growing risk of transactional work becoming undervalued to the reality that software providers like Intuit and Xero won't be protecting accountants, the conversation gets straight to the point: AI won't replace accountants—but accountants who use AI will replace tho
Kayla Caldwell: The PEACE Strategy
Show Summary: In this episode, we dive into a new book by Kayla Caldwell, Profit First Professional, founder of KC Virtual Bookkeeping, and creator of the PEACE framework. The PEACE Strategy combines the practical money management principles of Profit First with intuitive strategy and nervous system-aware business design. Built around five pillars—Profit, Energy, Alignment, Capacity, and Ease—this
Paige Wiese: How To Become an Authority as a Finance Professional
Show Summary: In this episode, we sit down with Paige Wiese, Founder and CEO of Tree Ring Digital, to explore how finance professionals can leverage marketing to establish authority, attract the right clients, and scale with confidence. Paige discusses why accounting firms should embrace marketing or partner with experts like her to accelerate growth, and she shares strategies for building and dis
Ian Vacin: Scale with Purpose: The Service Entrepreneur's Guide to Intentional Growth
Show Summary: In this episode of Grow My Accounting Practice, we welcome Ian Vacin, co-founder of Karbon and co-author of the upcoming book Scale with Purpose: The Service Entrepreneur's Guide to Intentional Growth, written with Jason Blumer. Together, they've drawn from over 25 years of experience advising, consulting, and mentoring service firm owners to create a practical roadmap for entreprene
Najma Khan: How Profit First Transforms More Than Your Bank Balance
Show Summary: In this episode of Grow My Accounting Practice, we sit down with Najma Khan, Certified Profit First Professional and founder of Rocket to Profit. Najma shares how implementing Profit First from day one—before she even had consistent income—set the foundation for her business and her clients' success. She walks us through her calm, client-centered approach to introducing Profit First
Wallis Wilkinson Tsai: How High Earners Use Life Insurance to Cut Taxes and Build Wealth
Show Summary: In this episode of Grow My Accounting Practice, finance insider turned industry disruptor Wallis Tsai reveals how high earners can use life insurance strategically to reduce taxes, protect their wealth, and build long-term financial security. Drawing on her experience as a former Goldman Sachs investment banker and hedge fund investor, Wallis shares a refreshingly transparent, no-BS
Dana Staszkiewic: Growing and Scaling a Business From $12M - $20M
Show Summary: In today's episode of Grow My Accounting Practice, we're joined by Dana Staszkiewicz—Co-Founder of The Opus & Golds Group and former GM/COO of All Hours Plumbing, Heating, and Air. Dana shares how she helped scale a home service business from $12M to $20M in under three years, leading to a successful sale in 2023. She walks us through what the business looked like when she stepped in
Dr. Sonny Magana: The 7 Habits of Meta-Learners
Show Summary: What if you could tap into your full learning potential—on demand? In this powerful episode of Grow My Accounting Practice, Dr. Sonny Magana, award-winning educator and globally recognized learning expert, shares how learning is not just a skill, but the foundation of all human achievement. Drawing from his groundbreaking research, Dr. Magana introduces us to the concept of "Learning
Jen Perez: Bold Conversations That Transform Your Business Without Shame or Burnout
Show Summary: In this empowering episode of Grow My Accounting Practice, we're joined by Jen Perez, a Certified Profit First Professional, entrepreneur, and author of "69 Ways Money Is Like Sex." Jen is known for sparking bold conversations that challenge the status quo—and help business owners take back control of their finances and freedom. Jen dives into the three key levers every entrepreneur
Michelle Weinstein: Sales, Pricing, and Qualifying a Client
Show Summary: In this episode of Grow My Accounting Practice, Michelle Weinstein, founder of The Abundant Accountant, dives into the crucial topics of sales, pricing, and client qualification for accounting firm owners. Michelle shares insights on how to recognize if you're undercharging—and the long-term consequences of doing so, including burnout, client resentment, and
Barrie Cohen: How PR Helps Financial Experts Stand Out
Show Summary: In this episode of the Grow My Accounting Practice podcast, we're joined by Barrie Cohen, Founder and CEO of BCPR, to explore how public relations can be a powerful tool for financial professionals. Barrie breaks down what PR really is—and why it's more important than ever for finance experts to build authority, gain visibility, and stand out in a competitiv
Kristin Meador: Running Your Growing Firm While Traveling The World
Show Summary: In this episode of the Grow My Accounting Practice podcast, Kristin Meador, CPA and founder of Gradient Accounting, shares how she successfully runs her growing firm while traveling the world as a digital nomad. Kristin breaks down what it truly means to live and work as a digital nomad—and why this lifestyle is becoming more common among firm owners. She of
Geoff Woods: How Leaders Can Harness AI to make Faster, Smarter Decisions
Show Summary: On this episode of the Grow My Accounting Practice podcast, Geoff Woods, author of The AI-Driven Leader and founder of AI Leadership, joins us to explore how leaders can effectively harness the power of AI to drive smarter, faster decision-making. Geoff shares his personal journey into the world of AI and breaks down why, despite knowing AI is the future, ma
Ryan McGarghan: Putting It All Together: Profit First, CFO & Growth Strategies
Show Summary: In this episode of the Grow My Accounting Practice podcast, Ryan McGarghan shares how combining Profit First, CFO services, EOS, and exit planning can help firms and their clients grow 5x. He explains how aligning finance with sales, marketing, and operations creates smarter, more strategic decision-making. Ryan also breaks down exit planning as a proactive growth to
Sir Darren Jacklin: How to Smash Your Numbers in 2025
Show Summary: In this insightful episode of the Grow My Accounting Practice podcast, Sir Darren Jacklin shares strategies to help accountants and business owners smash their numbers in 2025. He highlights the importance of setting clear, measurable financial goals and encourages a shift in focus from revenue to true profitability. Darren also explains how using technology and auto
Donna Lim: Journey with Profit First and Insurance Agents
Show Summary: In this episode of the Grow My Accounting Practice podcast, Donna Lim shares her powerful journey with Profit First and how it transformed both her business and the insurance agents she serves. Once a reluctant accounting firm owner who found the profession "boring and sterile," Donna realized her deeper calling was to support business owners. That mission drove her
Cathy Wagner: The Impact of Pricing on Your Soul, Mental Health, and Bottom Line
Show Summary: In this episode of Grow My Accounting Practice, Cathy Donovan Wagner, founder and CEO of RETAILMavens, joins us to unpack the deep, often overlooked connection between pricing and personal well-being. Cathy shares how pricing decisions don't just affect your bottom line—they impact your soul, your mental health, your team, your clients, and even the legacies we help
Bob Burg: Genuine Influence "The Go-Giver Influencer"
Show Summary: Best-selling author and speaker Bob Burg joins us on this week's episode of Grow My Accounting Practice to unpack the powerful concept of Genuine Influence — the kind that builds trust, fosters strong relationships, and leads to real results without manipulation. Bob shares the difference between influence and manipulation, walks us through the Five Principles of Gen
Ross Loveland: Scaling an Accounting Practice
Show Summary: In this episode of Grow My Accounting Practice, we sit down with Ross Loveland, Founder & CEO of True Profit Salons, to talk about what it really takes to scale an accounting practice and evolve your services. Ross shares the early steps of building his practice, the lessons learned from choosing (and changing) a niche, and how a failed revenue stream taught him resi
Liz King Caruso: Building a Community to Grow Your Brand
Show Summary: In this episode of Grow My Accounting Practice, we're joined by Liz King Caruso—Event Strategist, Consultant, and CEO of Liz King Events and techsytalk—to dive into the power of building a community to grow your brand. Liz shares her insights on how businesses in 2025 are leveraging events not just for visibility, but for genuine connection and long-term growth. From
Edward Brooks: The 5 Reasons Stopping CPA Firms From Adding $Ms in Revenue, Value and Wealth
Show Summary: In this episode of Grow My Accounting Practice, we're joined by Edward Brooks to unpack "The 5 Reasons Stopping CPA Firms From Adding Millions in Revenue, Value, and Wealth." Edward shines a light on why, even in a booming market, most CPA firms are leaving massive growth opportunities on the table. He challenges firm owners to take a hard look at the habits, assumpt
Sandro Barbacini: The Importance and Power of Choosing a Niche
Show Summary: In today's episode of the Grow My Accounting Practice podcast, Sandro Barbacini, co-founder of Vet in Business, joins the show to explore the power and importance of choosing a niche. Sandro shares how and why he started VIB from scratch, transitioning from veterinary medicine into business coaching, and how narrowing his focus helped build a thriving, purpose-driven
Marcus Kroek: Start With "I" in Maslow's Hierarchy
Show Summary: In today's episode of Grow My Accounting Practice, we're joined by business coach and Profit First Master, Marcus Kroek, for a powerful conversation around leadership, client relationships, and personal growth. Marcus introduces the concept of "Start with 'I'", a framework inspired by Maslow's Hierarchy of Needs, focused on employee engagement and self-awareness in l
Mike Milan: Meaningful Client Conversations
Show Summary: In this episode of the Grow My Accounting Practice podcast, Mike Milan, also known as Cash Flow Mike, shares powerful insights on transforming client interactions. He introduces the philosophy behind his book Don't T.E.L.L. Me What to Do!, explaining the acronym T.E.L.L. (Terminate Every Long Lecture), and why shifting from directive advice to client-led conversations leads to st
Charlie Price: Advisory Offer Creation & Premium Client Attraction
Show Summary: On today's episode of the Grow My Accounting Practice Podcast, we welcome Charlie Price, CPA, to discuss Advisory Offer Creation & Premium Client Attraction. Charlie shares expert insights on how accountants can effectively communicate the value of their services, package their advisory offers, and attract premium clients. He also dives into the debate on niching vs. generalizati
Ron Baker: The Transformation Economy
Show Summary: On today's episode of Grow My Accounting Practice (GMAP), we welcome Ron Baker, renowned thought leader, author, and co-host of The Soul of Enterprise, to discuss the shift from the service and experience economy to the Transformation Economy. Ron explains what a transformation truly is and why accountants should focus on delivering transformational outcomes rather than just serv
Eric Eager: Codifying Wisdom - Changing the Odds for Business Leaders
Show Summary: On this episode of Grow My Accounting Practice, we sit down with Eric Eager, CEO and Co-Founder of 4impactdata, to explore how AI and practical experience can help business owners navigate growth and avoid common pitfalls. Eric shares his personal journey—what he calls being an "entrepreneurial idiot"—and the key lessons he's learned from scaling businesses successfully. He break
Bubba Cook: Diagnostic Tools & Consulting for Cash Flow, Profit & Performance
Show Summary: In this episode of the Grow My Accounting Practice (GMAP) Podcast, we sit down with Bubba Cook, an innovator and entrepreneur with 45 years of experience in accounting, business ownership, and financial management consulting. Bubba shares his expertise on creating diagnostic tools and consulting processes that help optimize cash flow, profitability, and performance for businesses
GMAP 500: Celebrating 500 Episodes of Transforming Accounting Practices!
Show Summary: Today marks a major milestone for the Grow My Accounting Practice (GMAP) Podcast—our 500th episode! 🎉 Join hosts Mike Michalowicz, Ron Saharyan, and Liz Szporn as they take a trip down memory lane, reflecting on the journey of GMAP, the biggest lessons learned, and the incredible insights shared over the years. In this special episode, we'll revisit some of the most impactful mom
Roger Knecht: Building Confidence and Competence as CFO, Mentor, and Advisor
Show Summary: In this insightful episode of the Grow My Accounting Practice podcast, we welcome Roger Knecht, president of Universal Accounting Center (UAC), to discuss the evolving role of accountants and the growing demand for CFO and advisory services. Roger breaks down the key differences between CFO services, advisory services, and coaching, helping accounting professionals understand how
Bernadette McClelland: Courage, Conviction, and Choice
Show Summary: In this episode of the Grow My Accounting Practice Podcast, we welcome Bernadette McClelland, a globally recognized leadership expert, speaker, and author, to explore the power of Courage, Conviction, and Choice in business and life. Bernadette shares how true resilience goes beyond just bouncing back—it requires disruptive leadership, self-worth, and the ability to own your value. S
Yoseph West: How ABCs Can Use Relay to Bring Cash Flow Clarity to Their SMB Clients
Show Summary: In this episode of Grow My Accounting Practice, Yoseph West, Co-Founder & CEO of Relay, joins the show to discuss how accountants, bookkeepers, and business coaches can leverage digital banking to provide their SMB clients with greater cash flow clarity. Yoseph highlights why real-time cash flow visibility is crucial for small business owners, enabling them to make informed finan
Laurence Whittam: Outsourcing Readiness Assessment & Best Practices
Show Summary: In this episode of Grow My Accounting Practice, Laurence Whittam joins the show to discuss the essential steps firms should take before diving into outsourcing. He highlights the importance of conducting an outsourcing readiness assessment to ensure firms are fully prepared for the transition. Laurence explores key considerations, such as evaluating internal workflows, defining c
Mary Kate Loftus and Robin Mink: Impressia Bank - Profit First Package
Show Summary: In this episode of the Grow My Accounting Practice Podcast, we are joined by Mary Kate Loftus, President of Impressia Bank, and Robin Mink, a founding member of its Steering Committee, to discuss the exciting ways Impressia Bank is redefining banking for business owners—especially women entrepreneurs. A newly established digital division of CNB Bank, Impressia Bank offers full-se
Debbie Deknight: Why Profitability Means More Than You Think it Does
Show Summary: In this episode of the Grow My Accounting Practice podcast, Debbie Deknight, founder of Right Way Profits and Bookkeeping and a Profit First Master Certified Coach, dives deep into the true meaning of profitability and why it's more critical than most business owners realize. She starts by challenging the common perception of profitability as a mere number on a P&L statement. Deb
Danielle Mulvey: Building Your Dream Team Using The 5-Star Employee Hiring System
Show Summary: In this episode of Grow My Accounting Practice, Danielle Mulvey shares her 5-Star Employee Hiring System™, a proven method to recruit, hire, and retain top-tier talent. Learn how to identify the right candidates, avoid costly hiring mistakes, and build a dream team that drives profitability and success. If you're ready to transform your hiring process and create a team that works
Jeremiah Baker: Cyber Security
Show Summary: In this episode of the Grow My Accounting Practice podcast, Jeremiah Baker—author of Confessions of a Hacker—reveals how he spent the last 17 years ethically hacking into companies' networks and web applications to identify vulnerabilities before cybercriminals do. He discusses the most common and damaging cyberattacks targeting individuals and businesses today, from phishing scheme
Victor Lopez: FlexPoint: The Preferred Payment Solution for Profit First
Show Summary: In this episode of the Grow My Accounting Practice podcast, Victor Lopez, CEO of FlexPoint, shares the story behind the creation of this groundbreaking payment solution. Drawing from his extensive experience in the financial industry, Victor discusses the unique insights that inspired FlexPoint, the key challenges it solves for small and medium-sized businesses, and how it stands
Cara Moeller Poppitt: Personal and Professional Growth Through Mindset and Movement
Show Summary: In this episode of the Grow My Accounting Practice Podcast, Cara Moeller Poppitt, a top-tier entrepreneur and leadership coach, shares her transformative insights on bridging the gap between mindset and business goals. Cara explains why most professionals fail to achieve the results they desire—because their mindset is misaligned with their ambitions. She challenges the tradition
Jason Petro & Richard Maxwell: Profit First App
Show Summary: In this episode of the Grow My Accounting Practice Podcast, Jason Petro and Richard Maxwell take us behind the scenes of the Profit First App. They share insights into how this powerful tool simplifies cash management and helps businesses implement the Profit First methodology seamlessly. Jason and Richard discuss the app's features, including its intuitive design, real-time trac
Tim Moy: Future-Proofing Your Accounting Practice
Show Summary: In this episode of the Grow My Accounting Practice podcast, Tim Moy, Managing Partner of MBE CPAs, shares valuable insights on Future-Proofing Your Accounting Practice. With the accounting industry undergoing rapid changes in technology, regulations, and client expectations, Tim discusses how firms can adapt their business models, embrace innovation, and build a culture of contin
Seth Norris: CFO Perspective on Profit First
Show Summary: In this episode of the Grow My Accounting Practice Podcast, Seth Norris, CPA and former CFO, brings a unique perspective on applying Profit First principles to creative businesses and beyond. Seth dives into the key differences between independent creators and those tied to publishers, the cash flow struggles of seasonal businesses, and the importance of aligning financial goals
Nate Hendrikse: Niches & Sales Processes
Show Summary: In this episode of the Grow My Accounting Practice Podcast, Nate Hendrikse of Navigator Bookkeeping shares insights on the power of niching down, specifically within mental health practices. Nate discusses his effective two-call sales process and his journey to becoming ready for Profit For Professionals, highlighting the importance of timing and focus in business growth. Linke
Matt Shoup: Embracing Vulnerability for Deeper Connections
Show Summary: In this episode of the Grow My Accounting Practice podcast, Matt Shoup joins us to discuss the powerful impact of vulnerability in business and the deeper connections it can foster. Matt opens up about his early years as an entrepreneur and the lengths he went to get his business off the ground, including creative marketing strategies that helped him stand out. He shares a specific s
Stacey Bennett: Building a Business Aligned with Your Values, Vision, and Goals
Show Summary: In this episode of the Grow My Accounting Practice podcast, Stacey Bennett, founder of The SLC Group, discusses the profound impact businesses can have on the world and the unique responsibility of the business owners to drive positive change. She emphasizes the importance of aligning your business with your personal trends. By leaning into authenticity, entrepreneurs can discover re
Taheera Abdallah and Anne Christie Guillaume: How Profit First Applies in the Trucking Industry
Show Summary: In this insightful episode of the Grow My Accounting Practice podcast, hosts welcome Taheera and Anne Christie, co-founders of T5 Transit LLC, as they explore how the Profit First system can revolutionize the trucking industry. Taheera and Anne share their expertise in the Final Mile industry and discuss common challenges that. transportation businesses face, such as lack of growth,
Dr. Quinn Denny: The 3 Personality Traits For Successful Leadership
Show Summary: In today's episode of Grow My Accounting Practice, we're joined by Dr. Quinn Denny, a work psychologist and president of ioPSYte®, to explore the critical role personality plays in successful leadership. Dr. Denny starts by breaking down the concept of personality and why it matters in a professional setting. He also explains the key differences between trait and type assessments
Patrick Casale: Insights for Neurodivergent Leadership in Business
Show Summary: In today's episode of the Grow My Accounting Practice podcast, we welcome Patrick Casale, MA, LCMHC, owner of All Things Private Practice LLC. Patrick shares his insights on Neurodivergent Leadership in Business, offering valuable perspectives on how neurodivergent individuals can thrive in leadership roles and shape workplace culture. Key topics include the importance of buildin
Michelle Weinstein: Sales, Objections, Conversions, and Enrollment
Show Summary: In today's episode of the Grow My Accounting Practice podcast, we are excited to welcome Michelle Weinstein, a seasoned sales expert and founder of The Abundant Accountant. Michelle dives into the core challenges that firm owners face when it comes to sales, particularly the difficulty of increasing fees for existing clients. She shares insights into why many accountants, CPAs, a
Doreen Binkiewicz: Effective Succession Planning
Show Summary: In this episode of the Grow My Accounting Practice podcast, Doreen Binkiewicz, founder of DGL Business Solutions and Certified Profit First Professional, dives into the vital components of exit planning and succession strategies for business owners. She explains how these strategies are not necessarily retirement plans, but rather a way for owners to harvest the value of their bu
Rhamy Alejeal: How HR Can Supercharge Profitability for Your Business
Show Summary: In today's episode of the Grow My Accounting Practice podcast, we are joined by Rhamy Alejeal, owner of People Processes, to explore how HR can supercharge profitability for businesses. Rhamy explains why accountants should pay close attention to their clients' HR strategies and highlights the often-overlooked overlap between accounting and HR functions. By aligning these two areas,
Vivek Shankar: How Accounting Firms Can Build a Differentiated Brand
Show Summary: In today's episode of the Grow My Accounting Practice podcast, Vivek Shankar joins us to dive deep into a critical yet often misunderstood topic: how accounting firms can build a differentiated brand. Vivek highlights the gap many firms face—they're constantly told they need to build a brand, but rarely shown how to do it effectively. He emphasizes that brand building isn't about ama
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