Grow My Accounting Practice | Tips for Accountants & Bookkeepers to Grow Their Business

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 build. She dives into the fear many professionals experience around raising prices, rooted in a desire to be liked and accepted, and explains why that fear can be more damaging than rejection itself. Cathy also explores the transformative power of niching, emphasizing how narrowing your focus can dramatically improve the client experience and your own confidence. As a Certified Profit First Professional, she speaks to the courage and commitment it takes to do the “scary things” in business. This episode is a powerful reminder that when you price with intention and lead with purpose, you not only serve better—you thrive.   Website: https://www.retailmavens.com Podcast: https://www.richerretailerpodcast.com Social Media: @retailmavens Free Training:3 Steps to Maximize Retail Profit and Reduce Overwhelm: https://www.retailmavenspc.com/moreprofit   Corporate Partner:Relay.Fi - https://relayfi.com/   Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

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 Genuine Influence, and even reveals the Eight Key Words that can inspire almost anyone to take action. We also explore why he doesn't believe in “compromise” — and what to aim for instead. Whether you're leading a team, working with clients, or growing your accounting firm, this episode will help you become a more persuasive, impactful, and ethical influencer.   Website: https://burg.com/ Daily Impact Email:  https://burg.com/daily-impact/ The Go-Giver Success Vault: https://thegogiveracademy.com/   Corporate Partner:Impressia Bank - https://impressiabank.bank/   Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

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 resilience and clarity. He dives into the power of strategic partnerships, adding tax services to a bookkeeping foundation, and why niching down can be a growth superpower. Now leading a team and stepping away from direct client work, Ross opens up about what it means to shift from technician to true business owner—and how you can do the same.   Website: https://trueprofitsalons.com/ Instagram:  https://www.instagram.com/trueprofitsalons/ YouTube: https://www.youtube.com/@TrueProfitSalons   Corporate Partner:Impressia Bank - https://impressiabank.bank/   Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

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 in-person to virtual and hybrid gatherings, Liz explores the evolving trends in what attendees truly value—and how brands can meet those needs with intention and impact. She also unpacks the most common missteps businesses are making with their events and why simply “hosting” isn't enough. Plus, she answers a key question on every business owner's mind: is it still worth investing in events? Tune in to discover how thoughtful, community-centered events can be a game-changer for your brand.   LinkedIn: https://www.linkedin.com/in/lizkingevents/   Corporate Partner:FlexPoint - http://www.getflexpoint.com   Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

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, assumptions, and blind spots that are holding them back from unlocking serious financial potential. Edward takes us deeper into why many CPA firms live with business risks they would never accept for their clients, and how this disconnect could be stalling progress. We explore the persistent talent shortage in the industry—not just why it exists, but what firms should be doing to address it. Plus, we tackle the elephant in the room: marketing. Why are so many firms still ignoring it, and what could change if they embraced it? Looking ahead to 2025, Edward outlines actionable strategies that any CPA firm can use to fuel massive growth in both revenue and value. Whether you're a solo practitioner or managing a growing team, this episode delivers bold insights and practical steps to help you seize the opportunities in front of you. Don't miss this powerful conversation that might just change how you run your practice.   LinkedIn:http://linkedin.com/in/edward-brooks/   Corporate Partner:Impact Global Solutions - lwhittam@csuiteimpact.com   Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

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 practice. Throughout the conversation, Sandro emphasizes that choosing a niche not only helps clarify your message and attract the right clients, but also sets the foundation for sustainable growth. He discusses the value of authenticity and vulnerability in the marketing and sales process, explaining how being real and human can create deeper client connections. Sandro also highlights the impact of building strategic partnerships with mentors and modeling from others who have achieved success. Lastly, he reflects on the natural rhythm of the sales cycle and how aligning with it—rather than pushing against it—can lead to better results and long-term client relationships. This episode is a must-listen for any financial professional looking to stand out, grow intentionally, and lead with purpose.   LinkedIn:https://www.linkedin.com/in/sandro-barbacini-57751814/   Corporate Partner:Your Cyber Team - https://yourcyberteam.com/   Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

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 leadership. This episode dives into how truly effective teams begin with leaders who understand and meet their own foundational needs before inspiring others—tying in beautifully with themes from the book All In and our previous discussion with Danielle Mulvey. We also explore how accountants and bookkeepers can boost their sales success and client value by asking deeper, more insightful questions—getting to the problem behind the problem. This approach not only helps attract better-fit clients but also transforms existing relationships by positioning you as a trusted advisor rather than just a service provider. If you're looking to deepen your impact as a business owner or advisor, this episode is packed with strategies to start from within and grow outward.   Facebook:https://www.facebook.com/MarcusKroekCoaching LinkedIn:https://www.linkedin.com/in/marcuskroek/ Instagram:https://www.instagram.com/marcuskroek/   Corporate Partner:Pumpkin Plan - https://pumpkinplanyourbiz.com/   Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

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 stronger relationships and better outcomes. Mike also bridges this concept with The Elevation Sequence, highlighting how its eight techniques—such as The Mirror Moment and The Nudge Pact—help business advisors build trust, engage clients proactively, and drive meaningful action. Through real-world examples, Mike showcases how applying these strategies has led to breakthroughs in advisory conversations, emphasizing the power of letting clients speak 70% of the time. He wraps up with effective takeaways, encouraging listeners to implement active listening techniques, foster client-led dialogue, and test key principles from The Elevation Sequence in their next client meeting. If you're looking to enhance your advisory skills and create more impactful client relationships, this episode is a must-listen!   Website:https://cashflowmike.com Instagram:https://www.instagram.com/thecashflowmike/ Facebook:https://www.facebook.com/groups/theclearpathtocash   Corporate Partner:Cash Flow Mike: https://cashflowmike.com   Make Your Business Permanently Profitable with the PROFIT FIRST APP!

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. generalization, the difference between selling holistically vs. selling deliverables, and the biggest sales process mistakes that could be costing you revenue. If you're looking to elevate your accounting practice and close higher-value engagements, this is an episode you won't want to miss! Tune in now!   Facebook Community:www.facebook.com/groups/marketingaccountants Website:www.cardinalthrive.com/high-profit   Corporate Partner:People Processes: https://peopleprocesses.com/   Make Your Business Permanently Profitable with the PROFIT FIRST APP!

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 services. He also explores the most innovative question surrounding the business model, challenging traditional approaches to firm growth. Additionally, he delves into the crucial distinction between the Revenue Model and the Pricing Model, highlighting why understanding this difference can set firms apart. If you're ready to rethink how you operate and position yourself at the forefront of this economic shift, don't miss this insightful conversation. Listen now!   Website:https://www.thesoulofenterprise.com https://timesupclub.com X: @ronaldbaker LinkedIn: https://www.linkedin.com/in/ronbaker1   Corporate Partner:Flexpoint: http://www.getflexpoint.com   Make Your Business Permanently Profitable with the PROFIT FIRST APP!

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 breaks down the five stages of business growth, uncovering why so many businesses fail and how understanding these stages can help entrepreneurs avoid the same fate. Eric also reveals a fascinating insight: there have only ever been three fundamental business models throughout history. With the rise of AI and data-driven decision-making, Eric explains how codifying wisdom—combining technology with real-world experience—has made this the best time ever to be an entrepreneur. Finally, he introduces the concept of a "GPS for Business", showing how leaders can change their odds of success, get further faster, and build companies that thrive. Tune in for an insightful conversation packed with wisdom, practical strategies, and a fresh perspective on how business owners can take control of their financial future.   Website: www.4impactdata.com   Corporate Partner:The Abundant Accountant - https://theabundantaccountant.com/   Make Your Business Permanently Profitable with the PROFIT FIRST APP!

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. Rather than writing a book, Bubba advocates for developing Excel-based diagnostic tools that tell a compelling financial story. He explains how these tools can provide deeper insights and guide business decisions more effectively than traditional methods. He also dives into what a comprehensive financial plan should look like and how businesses can use it as a roadmap for long-term success. Bubba emphasizes the importance of beginning with the end in mind and explores how defining clear goals from the start can shape financial and operational strategies. He also shares how watching Joey Coleman's presentation at ProfitCon completely transformed his approach to business and client engagement, inspiring him to rethink the way he delivers value. The conversation also touches on the challenges and opportunities of working in a virtual environment. Bubba discusses how managing employees across different countries and time zones has forced him to adapt his leadership style, improve communication, and leverage technology to maintain productivity and collaboration. This episode is packed with insights on financial optimization, strategic planning, and innovative consulting. Tune in to learn how Bubba's approach can help you refine your own business strategies and drive greater profitability.

Show Summary: Today marks a major milestone for the Grow My Accounting Practice (GMAP) Podcast—our 500th episode!

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 they can expand their offerings and increase their value to clients. He also shares how Profit First seamlessly integrates into business engagements, providing a solid foundation for financial clarity and profitability. Many accountants hesitate to step into advisory roles—Roger uncovers the common roadblocks and misconceptions that hold professionals back. He also highlights how UAC equips accountants with the training, tools, and confidence they need to offer high-quality advisory and coaching services. Tune in to learn how you can elevate your accounting practice, provide greater value to clients, and unlock new revenue streams through strategic financial guidance!

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. She discusses why congruence between mindset, actions, and pricing is essential for success and how standing firm in your worth can transform your business and leadership style. Drawing from her own experience of overcoming bankruptcy and rebuilding from the ground up, Bernadette provides actionable insights on how to lead with courage and conviction, make bold choices, and disrupt the status quo in your industry. Tune in to gain powerful strategies on stepping into your leadership potential and ensuring that resilience is more than just survival—it's about thriving.   Website:bernadettemcclelland.com/scale LinkedIn:https://www.linkedin.com/in/bernadettemcclelland.com Corporate Partner:Your CyberTeam - https://yourcyberteam.com/   Make Your Business Permanently Profitable with the PROFIT FIRST APP!

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 financial decisions and avoid common pitfalls. He also explores how professionals can use platforms like Relay to strengthen trust and build deeper relationships with their clients. Yoseph shares why digital banking solutions should be on every accountant's radar and how Relay, in particular, is designed to support financial professionals. He outlines key benefits such as seamless integrations, automated financial workflows, and enhanced collaboration between business owners and their advisors. Plus, he unveils new data on the cash flow challenges facing U.S. small businesses today, shedding light on how accountants and bookkeepers can play a pivotal role in addressing these issues. Tune in for valuable insights on optimizing cash flow management and taking your advisory services to the next level!   Website:https://relayfi.com/?utm_source=pr&utm_medium=earned-story&utm_campaign=YWTL   Corporate Partner:Relayfi - https://relayfi.com/   Make Your Business Permanently Profitable with the PROFIT FIRST APP!

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 clear objectives, and understanding the different staffing models available, including outsourcing, offshoring, and nearshoring. By assessing their firm's specific needs, accounting professionals can make informed decisions that align with their long-term goals. Laurence also sheds light on common pitfalls firms encounter when outsourcing, such as unclear expectations, poor communication, and lack of integration with existing processes. He shares best practices to help firms mitigate these challenges, including setting clear KPIs, establishing strong vendor relationships, and maintaining compliance with industry regulations. Whether you're considering outsourcing for the first time or looking to refine your current approach, this episode offers practical insights to help you make strategic, informed choices for your firm's success.   Website:https://impact-global.co/ https://deal.csuiteimpact.com/outsourcing-readiness-assessment-payment LinkedIn:https://www.linkedin.com/in/laurencewhittam/   Corporate Partner:Impact Global Solutions - https://impact-global.co/   Make Your Business Permanently Profitable with the PROFIT FIRST APP!

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-service banking products for both personal and business needs while focusing on innovative solutions to support Profit First Professionals (PFP) and their clients. The discussion highlights how Profit First Professional Erin Green (Trinity Growth Advisors) played a key role in educating the Impressia team about the Profit First cash management methodology. This inspired the development of a Profit First account package, tailored to help entrepreneurs implement and streamline their cash flow allocations. Additionally, Impressia Bank introduced a Multi-Transfer Percentage Tool within their eBanking system to simplify PF allocations and ensure users can effectively follow the methodology. Beyond Profit First, Mary Kate and Robin discuss Impressia Bank's mission to redefine the client-bank relationship and tackle the gender gap in funding to support and advance women in business. They share how the bank is innovating to provide resources, education, and support to empower female entrepreneurs while ensuring financial clarity and success. Tune in to learn more about how Impressia Bank is reshaping the future of banking for women and Profit First adopters alike!   Website: www.impressiabank.bank Corporate Partner:Impressia Bank - https://impressiabank.bank/   Make Your Business Permanently Profitable with the PROFIT FIRST APP!

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. Debbie explains that profitability goes beyond accounting figures and impacts every facet of a business, from daily operations to long-term sustainability. Debbie explores how low profitability can quietly undermine a business's future. She emphasizes the ripple effects profitability has on key stakeholders, including employees, clients, and even the owner's family. With thought-provoking insights, Debbie discusses why profitability is not just about survival but about thriving—especially for those planning to sell their business or pass it on to the next generation. She shares advice on how to evaluate and strengthen your profitability to create a business that can weather challenges and leave a lasting legacy. Whether you're a business owner striving for financial clarity, an accountant advising clients, or an entrepreneur planning for the future, this episode is packed with valuable insights. Tune in to learn why profitability means more than just numbers—and how prioritizing it can transform your business and your life.   LinkedIn:https://www.linkedin.com/in/debbiedeknight/ Facebook:https://www.facebook.com/profile.php?id=100092724944784 Corporate Partner:Cash Flow Mike - http://www.cashflowmike.com/   Make Your Business Permanently Profitable with the PROFIT FIRST APP!

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 better than you could alone, this episode is a must-listen!   Website:www.hairisonfire.com www.profitfirstnation.com Corporate Partner:Relay - www.relayfi.com   Make Your Business Permanently Profitable with the PROFIT FIRST APP!

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 schemes to ransomware, and explains how these threats can cause significant financial and reputational harm if left unaddressed. Jeremiah also outlines practical steps that anyone can take to strengthen their cyber defenses, including recognizing suspicious emails, implementing multi-factor authentication, and updating systems and software regularly. Whether you're part of a larger firm or a solo practitioner, you'll learn why proactive cybersecurity is essential for protecting sensitive data, maintaining trust, and staying ahead of rapidly evolving threats. LinkedIn:https://www.linkedin.com/in/jeremiahbaker/ Corporate Partner:Impressia Bank - https://impressiabank.bank/   Make Your Business Permanently Profitable with the PROFIT FIRST APP!

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 apart from other solutions. He also shares his vision for the future of FlexPoint and its role in transforming the way SMBs manage their finances. Don't miss this insightful conversation about innovation, efficiency, and the future of financial technology!   Website:www.getflexpoint.com Corporate Partner:FlexPoint - http://www.getflexpoint.com   Make Your Business Permanently Profitable with the PROFIT FIRST APP!

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 traditional confidence model, showing how waiting for confidence keeps you stuck in hesitation and missed opportunities. Instead, Cara emphasizes that confidence is built through action. Feeling stuck? Cara reframes it as a sign that you're on the brink of significant transformation. Listeners will gain actionable insights from Cara's Cycle of Change Model, a groundbreaking framework that redefines personal and professional growth. She also teases her upcoming book, Big Freakin' Change, set to release on June 17, 2025, and now available for pre-order on Amazon. This episode is packed with wisdom and practical tools to help you break through barriers and embrace lasting change.   Website:www.carapoppitt.com www.bigfreakinchange.com Corporate Partner:Miles Talent Hub. - www.mileseducation.com   Make Your Business Permanently Profitable with the 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 tracking capabilities, and how it empowers users to take control of their finances. They also explore the journey of developing the app and its role in transforming how entrepreneurs manage money and achieve profitability. Whether you're new to Profit First or a seasoned practitioner, this episode is packed with valuable tips on leveraging technology to grow your business. Tune in to learn how the Profit First App can make a difference in your financial strategy.   Website: https://profitfirstapp.com Corporate Partner:Flex Point - www.getflexpoint.com   Make Your Business Permanently Profitable with the PROFIT FIRST APP!

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 continuous learning. From implementing cutting-edge tech solutions to enhancing efficiency and staying competitive, Tim provides practical strategies to ensure long-term resilience and success. Don't miss this essential conversation for accounting professionals ready to thrive in a fast-evolving industry.   LinkedIn: https://www.linkedin.com/in/timmoycpa/   Corporate Partner:People Processes - http://www.peopleprocesses.com/   Make Your Business Permanently Profitable with the PROFIT FIRST APP!

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 with personal dreams. He also shares how his personal experiences shaped his journey, including balancing work and family life as a father of five and transitioning from banking to running his virtual CPA practice full-time. Seth's insights highlight the transformative power of strategic planning, intentional work-life integration, and empowering clients to achieve financial independence. Don't miss this inspiring discussion filled with actionable advice for accountants and business owners alike!   Website:norriscpafirm.com Instagram:instagram.com/norriscpa Facebook:facebook.com/norriscpafirm   Corporate Partner:Relay.Fi - www.relayfi.com   Make Your Business Permanently Profitable with the PROFIT FIRST APP!

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.   LinkedIn:https://www.linkedin.com/in/natehendrikse/   Corporate Partner:Miles Talent Hub - www.mileseducation.com   Make Your Business Permanently Profitable with the PROFIT FIRST APP!

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 story from his book, Painted Baby, illustrating the value of honest storytelling and authenticity in building trust with clients and team members. Matt also delves into the concept of "hitting ceilings"—moments when growth stalls and it takes a new approach to push through. He emphasizes the importance of investing in people, explaining that pouring time, energy, and resources into relationships is essential for sustainable success. Through his insights, Matt reveals how embracing vulnerability and focusing on people can turn challenges into growth opportunities, driving both business and personal development.   Website:https://www.mattshoup.com/ Facebook:https://www.facebook.com/matt.shoup Instagram: https://www.instagram.com/matthewshoup/ YouTube:https://www.youtube.com/user/ShoupConsulting TikTok:https://www.tiktok.com/@mattshoup   Corporate Partner:Cash Flow Mike - www.cashflowmike.com   Make Your Business Permanently Profitable with the PROFIT FIRST APP!

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 revolutionary ideas that genuinely contribute to a better world. Stacey encourages listeners to embrace failure and the messy process of growth. She believes that every stumble is a valuable lesson, forming the foundation of long-term success. Ultimately, Stacey's focus is not just on achieving business success, but on personal development and making a meaningful impact. By prioritizing these goals, she finds greater satisfaction and ease in her entrepreneurial journey.   Website:theslcgroup.co Facebook:facebook.com/theslcgroup   Corporate Partner:Universal Accounting - https://universalaccounting.com/   Make Your Business Permanently Profitable with the PROFIT FIRST APP!

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, poor financial planning, and the absence of emergency funds. The episode highlights critical decisions trucking companies must make, such as buying vs. leasing vehicles, and emphasizes the importance of building a strong business foundation. With the Profit First framework, Taheera and Anne show how transportation companies can manage their cash flow, increase profitability, and create a more sustainable future in a competitive market.   Corporate Partner:Impact Global Solutions - https://www.linkedin.com/company/impactglobalsolutions   Make Your Business Permanently Profitable with the PROFIT FIRST APP!

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, providing insights on how each can be leveraged effectively in the workplace. Additionally, Dr. Denny addresses the varying value of personality assessments and offers practical advice for utilizing personality insights to boost leadership and team performance. Tune in to learn how understanding and leveraging personality traits can transform your leadership approach and workplace dynamics!   LinkedIn:https://www.linkedin.com/in/dr-quinn-denny-industrial-organizational-psychologist-8baaa1165 Facebook:https://www.facebook.com/profile.php?id=100079517661907   Corporate Partner: Your Cyber Team - https://yourcyberteam.com/   Make Your Business Permanently Profitable with the PROFIT FIRST APP!

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 building a people-first culture over profit, addressing the challenges of self-doubt in entrepreneurship, and embracing the unique strengths that neurodivergent leaders bring to the table. Tune in for a thought-provoking discussion on how to lead with authenticity and inclusivity.   Website:Allthingspractice.com Empoweredescapes.com Instagram: Instagram.com/patrick.casale Corporate Partner: Pumpkin Plan Your Biz - https://pumpkinplanyourbiz.com/ Make Your Business Permanently Profitable with the PROFIT FIRST APP!  

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, and bookkeepers struggle with pricing and undervalue their services, often feeling hesitant to charge what they're worth. Michelle highlights the importance of shifting the mindset around sales and emphasizes that the key to success lies in understanding and communicating your true value to clients. Throughout the episode, Michelle also explores effective strategies for overcoming these common obstacles. From developing confidence in sales conversations to mastering the art of value-based pricing, she provides practical tips that firm owners can immediately apply to increase their revenue without taking on more work or sacrificing client relationships. Tune in to learn how to break through these barriers and take your firm to the next level!   Website:www.theabundantaccountant.com/freedom   Corporate Partner: Cash Flow Mike - http://www.cashflowmike.com/

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 business when the time is right. The key, according to Doreen, is making sure that the business is transferrable—meaning it can operate independently of the owner—ensuring long-term value and success. Doreen highlights the critical difference between "business attractiveness" and "business readiness." While business attractiveness refers to how appealing a company looks to outsiders, business readiness focuses on internal operations and the company's ability to function efficiently without the owner. Both elements play a crucial role in determining the real value of a business and its ability to sell or transfer ownership. Doreen also touches on the importance of financial allocation, a concept central to Profit First principles, where money is separated into different accounts, much like Mike Michalowicz's money envelope system. This helps business owners manage their natural spending tendencies, building profitability and business value. By meeting clients where they are—whether they are exploring, pivoting, or triggering—Doreen emphasizes the importance of clarity, liquidity, and legacy in crafting a long-term, winning business strategy.   Website:www.DGLBusinessSolutions.com   Corporate Partner: People Processes - https://peopleprocesses.com/

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, accountants can not only provide better financial insights but also help their clients drive growth and efficiency in their workforce management. Rhamy shares real-world examples of how CFOs have transformed their businesses by integrating People Processes' HR solutions. He explains the significant ROI that companies have seen by focusing on high-impact HR actions, such as investing in employee development, enhancing recruitment practices, and automating routine HR tasks. These changes help businesses reduce costs, improve employee retention, and ultimately, boost profitability. As the year draws to a close, Rhamy also touches on critical HR compliance updates that accountants should bring to their clients' attention. By staying proactive and informed, accountants can offer valuable advice that not only ensures legal compliance but also strengthens their client relationships and positions them as trusted advisors. Tune in to learn how optimizing HR can be a game changer for your clients' bottom line!   Website:https://peopleprocesses.com/ LinkedIn:https://www.linkedin.com/company/peopleprocesses/ Youtube:https://www.youtube.com/@peopleprocesses   Corporate Partner: People Processes - https://peopleprocesses.com/

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 amassing millions of followers; it's about getting business results. Accounting firms don't need to be household names to stand out; they just need to build a brand that resonates with their ideal clients. Vivek takes listeners through the steps of understanding their ideal customer. He explains that knowing your audience is key to crafting a brand message that connects with them. By gaining deep insights into what your target market truly wants and needs, firms can create content and branding that positions them as the go-to experts in their niche. Vivek shares practical tips for busy founders on how to create impactful, standout content without overwhelming their schedules. The episode also covers strategies for determining which content format works best for different personalities and brands. Whether it's blogs, podcasts, videos, or social media posts, Vivek offers a framework to help founders choose the right path. His approach is all about simplifying content creation, making it easier for accounting firms to build and maintain a unique brand that attracts clients and drives business growth.   Website:https://www.vivekshankar.net/ LinkedIn:https://www.linkedin.com/in/vivek-shankar-content/ Corporate Partner: People Processes - https://peopleprocesses.com/

Show Summary In today's episode of the Grow My Accounting Practice podcast, Mark Evans shares his insights on business growth and building businesses remotely. Mark reveals how he completed thousands of real estate deals without ever meeting sellers and buyers face-to-face, showcasing the power of remote operations. He also dives into his entrepreneurial journey, including how he traveled the world for seven years while growing his business. Mark discusses the common challenges entrepreneurs face, how to overcome them, and why understanding the different "seasons" of business is crucial for long-term success. Tune in to learn how to navigate business growth and scale your success!   Website:www.MarkEvansDM.com Instagram:https://www.instagram.com/markevansdm/?hl=en   Corporate Partner:People Processes - https://peopleprocesses.com/

Show Summary In this episode of the Grow My Accounting Practice podcast, Michael Agugliaro, a mindset and accountability expert, delves into the profound connection between mindset, accountability, and business success. Michael shares how developing the right mindset and holding oneself accountable can significantly impact a business owner's ability to thrive. He emphasizes that success in business often begins with mastering one's thoughts and habits, which in turn influences decision-making and long-term growth. Michael discusses the common mindsets he has observed in the most successful people he has worked with. He explains how listeners can adopt these mindsets to create similar success in their own lives and businesses. He also highlights the crucial role accountability plays in achieving personal and professional goals, drawing from his own experiences in earning black belts and writing a book. Through actionable insights, Michael shows how accountability can be a powerful tool for creating meaningful change. As the conversation shifts to the current economic climate, Michael addresses the fear many clients face due to media influence. He offers practical advice on how accountants and business owners can guide their clients to make sound financial decisions despite the uncertainty. Michael concludes by encouraging listeners to focus on overcoming challenges and embracing growth, sharing strategies for staying resilient and motivated in both life and business.   Website:https://fudoggroup.com/ Facebook: https://www.facebook.com/michael.agugliaro.3 Instagram:https://www.instagram.com/michaelagugliaro/   Corporate Partner:People Processes - https://peopleprocesses.com/  

Show Summary In today's episode of the Grow My Accounting Practice podcast, we are joined by Jemel Smith, a seasoned accountant and business owner who is passionate about helping companies achieve sustainable growth and profitability. Jemel shares his journey of becoming a Fractional CFO, where he leverages his deep financial knowledge to guide business owners toward success. With a unique understanding of both the financial aspects and the challenges of running a business, Jemel offers valuable insights into why many businesses struggle with profitability and cash flow. Jemel discusses how his dual expertise as an accountant and business owner allows him to quickly identify the root causes of financial problems in a company. He explains the importance of addressing these issues head-on and shares strategies that have helped him turn struggling businesses into thriving ones. His approach goes beyond just balancing the books; it's about creating a holistic plan that ensures long-term growth and profitability. Throughout the episode, Jemel emphasizes his mission to help as many business owners as possible achieve financial success. Whether you're an entrepreneur struggling with cash flow or looking to take your business to the next level, Jemel's expertise as a Fractional CFO offers actionable solutions that can make a real difference. Don't miss this episode if you're ready to transform your business and secure its future.   Website:https://jemelsmith.com/ Facebook: https://www.facebook.com/smith.jemel LinkedIn:https://www.linkedin.com/in/jemelsmith/   Corporate Partner:People Processes - https://peopleprocesses.com/

Show Summary In this episode of the Grow My Accounting Practice Podcast, Katie Richardson shares her profound insights on how business owners can achieve both business growth and personal fulfillment without sacrificing family life. She kicks off the conversation by discussing how to create the life you've always envisioned, even if your schedule is packed. Katie emphasizes that it's not about finding extra time but about strategically aligning your life and business with your deepest desires, enabling you to thrive in both areas simultaneously. Katie introduces a unique strategy that turns both the positives and negatives of your current situation into powerful catalysts for hitting your goals faster. She explains how this approach allows entrepreneurs to progress without the frantic energy that often leads to burnout. By balancing commitments, such as attending your son's soccer game, with professional responsibilities, Katie shows that it's possible to excel in business without compromising family priorities. She also shares her insights on building a highly productive team that not only supports you but also drives the business forward, allowing you to focus on higher leverage activities. Lastly, Katie delves into the concept of parabolic growth, emphasizing the importance of leaving behind what's dragging you down. She provides actionable tips on how to lead powerfully, enabling you to accomplish more in 90 days than most people do in an entire year. Her strategies focus on maximizing impact with efficiency, ensuring that both your business and personal life flourish together. This episode is a must-listen for anyone looking to grow their business while maintaining a fulfilling personal life.   Instagram:  http://www.instagram.com/katie.live/ @katie.live Facebook:http://www.facebook.com/katie.c.richardson/ @katierichardson.live Testimonials: https://now.katierichardson.com/casestudy Website:https://katierichardson.com/ Podcast:https://podcasts.apple.com/us/podcast/whats-working-now/id1515291698   Corporate Partner:People Processes - https://peopleprocesses.com/

Show Summary In today's episode of the Grow My Accounting Practice podcast, we are joined by Nathan Rigney, who shares invaluable insights on "Mastering Growth: Expert Strategies for Entrepreneurs and Accountants." Nathan discusses how entrepreneurs can transform their ventures into profit-generating businesses. He emphasizes the importance of recognizing the shift from being a technician to embracing the role of a business owner, detailing the mindset and strategic changes necessary for this evolution. Nathan also highlights the critical role of continuous education beyond formal degrees. He provides practical advice on how entrepreneurs and accountants can continue to learn and develop professionally without incurring significant expenses, stressing that growth in knowledge directly contributes to business success. Additionally, Nathan talks about the analogy of a football team having a coach, questioning why many business professionals neglect this advantage. He advocates for the benefits of coaching in navigating the complexities of business management and personal development. The episode wraps up with a deep dive into readiness for business life, where Nathan poses challenging questions about what it truly takes to be self-employed. He encourages listeners to assess their preparedness for the demands of running a business, from financial acumen to emotional resilience. This session is packed with actionable strategies aimed at fostering substantial growth and ensuring sustainability in the competitive world of entrepreneurship and accounting.   Website: www.ngraccounting.com.au Instagram: @ngraccounting LinkedIn: @nathan.rigney Facebook: @ngraccounting YouTube: @ngraccounting   Corporate Partner:People Processes - https://peopleprocesses.com/

Show Summary In this enlightening episode of the Grow My Accounting Practice Podcast, we dive into the world of sponsorships with Justin Moore, a seasoned Sponsorship Coach and the founder of @CreatorWizard. Justin addresses a common misconception right off the bat, discussing whether non-dancers can secure sponsorships on platforms like TikTok. His insight into the diverse nature of sponsorships beyond typical expectations sets the stage for a dynamic conversation about leveraging personal and brand strengths in various digital spaces. The discussion then shifts to the finer details of sponsorship strategy, where Justin outlines the pitfalls of the wrong way to pitch to potential partners. He emphasizes the importance of understanding the brand's values and aligning your pitch accordingly, which is crucial for making a lasting impression. Justin also shares his expertise on how to price partnerships effectively, ensuring that creators and influencers do not undersell their value or overshoot market expectations. This segment provides invaluable advice for anyone looking to monetize their influence. Finally, Justin talks about the strategies for winning repeat partnerships, highlighting the significance of post-campaign reporting and the role it plays in maintaining long-term relationships with brands. He teases his forthcoming book, "Sponsor Magnet," which promises to be a comprehensive guide to becoming a sought-after name in the world of sponsorships. This episode is packed with actionable tips and is a must-listen for creators looking to expand their sponsorship opportunities and for businesses aiming to enhance their influencer engagement strategies.   Newsletter:  https://pages.creatorwizard.com/join Website: https://www.creatorwizard.com/ YouTube: https://www.youtube.com/c/creatorwizard   Corporate Partner:People Processes - https://peopleprocesses.com/

Show Summary In today's episode of the Grow My Accounting Practice podcast, we're thrilled to welcome Amy Baltimore, a seasoned accountant who has revolutionized her financial landscape through disciplined strategies. Amy shares her transformative journey from facing annual losses of tens of thousands of dollars to generating over $300,000 in income. Her remarkable turnaround involves not only clearing all her debt but also implementing key principles from "Profit First," "Pumpkin Plan," and "Clockwork" to reshape her business operations. Amy delves into the bold steps she took to achieve financial freedom and operational efficiency. By cutting 75% of her clientele and reducing her expenses by 50%, she realigned her business to serve her better both professionally and personally. These changes allowed her to reduce her workweek from grueling 80-hour weeks to a more balanced four-day schedule. Her story is a powerful testament to the impact of strategic decision-making and prioritization in business. Furthermore, Amy discusses the life-changing benefits these adjustments have brought her, including the ability to take a month-long vacation in 2023 without jeopardizing her business's functionality or profitability. Her experience illustrates the profound impact that structured financial planning and targeted business strategies can have, not just on a company's ledger, but on the personal life of its owner. Amy's insights provide invaluable lessons for our listeners on how to harness similar strategies to transform their own practices and achieve substantial, sustainable growth.   Website:www.amybaltimorecpa.com   Corporate Partner:People Processes - https://peopleprocesses.com/

Show Summary In today's episode of the Grow My Accounting Practice Podcast, we're thrilled to welcome Christian Brim, a Profit First Professional and the distinguished author of "Profit First for Creatives." Christian dedicates his career to helping small business owners achieve financial stability and growth through innovative accounting strategies. His expertise is specially tailored for the creative industries, where financial management often takes a backseat to artistic pursuits. During the episode, Christian dives deep into the concept of Target Market, discussing how creative businesses can identify and effectively serve their ideal customers. He explains the importance of understanding who your customers are, what they truly need, and how to align your business offerings to meet these needs. This segment is crucial for creatives who often struggle to position their services in a competitive market. Furthermore, Christian sheds light on Value Pricing and its significance in maximizing profitability while fostering customer satisfaction. He explores the distinctive dynamics between Builders and Artists within business settings, emphasizing the need for balance between operational efficiency and creative freedom. Lastly, Christian's talk highlights how passion drives success in the creative sector, encouraging listeners to harness their passion to create sustainable and profitable business models. This episode is a must-listen for any creative professional looking to elevate their business acumen and financial prowess.   Website:www.coregroupus.com LinkedIn:https://www.linkedin.com/in/christianbrim/ X: @coregroupushttps://twitter.com/coregroupus Facebook:https://www.facebook.com/coregroupus YouTube:https://www.youtube.com/channel/UCeO0QG2ygjLQz9TvEm_osyQ Instagram:https://www.instagram.com/coregroupus/    Corporate Partner:People Processes - https://peopleprocesses.com/

Show Summary In today's episode of the Grow My Accounting Practice Podcast, we are thrilled to have Venus Michael as our guest. Venus is the author of "Profit First for Photographers," a groundbreaking book designed to help photographers escape the cycle of entrepreneurial poverty and achieve financial clarity. She shares insights into common financial pitfalls that many creatives face and offers a practical, step-by-step roadmap to financial success that is both relatable and actionable. Venus Michael's expertise goes beyond traditional financial advice, as she delves into the unique challenges faced by photographers. She guides readers through setting up a tailored banking structure, understanding cash flow management, and applying the Profit First principles to their businesses. Each chapter of her book provides essential insights into addressing issues like underpricing and overspending while celebrating the joy of taking a Profit First distribution. Her approach is designed to empower photographers to achieve financial freedom and business success. Beyond the mechanics of money management, Venus addresses the mindset shifts necessary for lasting success. She combines analytical techniques with emotional intelligence to guide photographers to a place of financial clarity and confidence. Her method is both a science and an art, offering photographers a comprehensive guide to transforming their financial health. To learn more about her transformative approach and get a copy of her book, visit this link.   Website:www.venusmichael.com www.one21accountability.com Facebook:https://www.facebook.com/one21accountability Instagram: https://www.instagram.com/one21accountability/ Corporate Partner:People Processes - https://peopleprocesses.com/

Show Summary In today's episode of the Grow My Accounting Practice podcast, we have the pleasure of hosting Chad T. Jenkins, a lifelong entrepreneur and visionary known for reshaping businesses to deliver remarkable returns. Chad introduces his innovative FILM methodology, which stands for Friction, Identification, Leverage, and Market. He coaches entrepreneurs to embrace the frictions that others avoid, turning these challenges into opportunities for growth and eliminating competition. By leveraging market demands and addressing common complaints, Chad demonstrates how to set unique margins and attract built-in clients. Chad also discusses the powerful concept from his latest book, "Just Add A Zero," which encourages exponential growth thinking. This methodology, based on the simple act of adding a zero at the beginning or end of a number, has significantly moved the needle of opportunity for Chad and countless other entrepreneurs. He emphasizes that this mindset shift is crucial for achieving substantial business growth and exploring new possibilities. Another key topic Chad delves into is the importance of collaboration as a business strategy. He defines collaboration as the unique value creation resulting from the natural attraction of authentically expressed people, places, and things. By focusing on authentic expressions and leveraging existing resources, entrepreneurs can overcome obstacles and unlock growth opportunities. Chad's upcoming book, "Nothing New Without a Who," further explores this theme, emphasizing the need for collaboration to achieve exponential outcomes. He shares how this approach has fueled growth for him and other entrepreneurs, highlighting the value of working together to navigate challenges and seize opportunities.   Website: https://seedspark.com/ Facebook: https://www.facebook.com/SeedSpark/ YouTube: https://www.youtube.com/channel/UCaSD-HmywcGJP4VaDa828dQ LinkedIn: https://www.linkedin.com/in/chadtjenkins/ https://www.linkedin.com/company/seedspark/ Instagram: https://www.instagram.com/seedsparkclt/ Corporate Partner:Tripp Crosby, Very Very Video - www.veryveryvideo.com

Show Summary In today's episode of the Grow My Accounting Practice podcast, we welcome Scott Whitaker, Founder of Membership Multipliers, to discuss the art of transforming clients into members for enhanced business retention and growth. Scott brings his expertise in helping coaches and membership businesses scale their offerings, generating substantial recurring revenue each month. He resides in Charleston, SC with his wife, Kelly, and has authored several books on the topic, guiding thought leaders in creating and selling high-ticket memberships. Scott delves into the critical differences between a subscription and a membership, highlighting the unique value that a membership model brings to business retention. He shares the two essential keys to increasing retention, emphasizing that there is a clear distinction between "retention" and "renewal." Listeners will gain insights into Scott's simple three-step system for onboarding new clients, ensuring a smooth transition and long-term engagement. Additionally, Scott reveals his strategies for attracting more L.E.A.D.S. and acquiring more clients. His practical advice and industry knowledge provide valuable takeaways for businesses looking to boost their membership programs and secure ongoing growth. Don't miss this episode filled with actionable tips and expert insights from Scott Whitaker on transforming your client relationships into lasting memberships.   Website MembershipMultipliers.com Corporate Partner People Processes - https://peopleprocesses.com/  

Show Summary In today's episode of the Grow My Accounting Practice podcast, we are joined by Kristen Ricupero, a seasoned business and personal financial coach. Kristen delves into the critical role mindset plays in business growth. With her extensive experience in helping small business owners and entrepreneurs, Kristen shares how your mind can either be your greatest ally or your biggest obstacle. Kristen highlights five main areas where mindset is key to business growth. First, she discusses the importance of goal setting and achievement, emphasizing that having clear, attainable goals is essential for progress. Next, she explores the significance of having a healthy mindset towards money, explaining how your financial outlook can impact your business decisions. Kristen also talks about the necessity of building strong relationships, noting that successful business growth often depends on the quality of your professional network. Furthermore, Kristen addresses the importance of continuous learning and development, encouraging entrepreneurs to always seek new knowledge and skills. Lastly, she emphasizes the need to embrace change, advising business owners to be adaptable and open to new opportunities. Tune in to learn more about how checking in with your mindset in these key areas can lead to significant growth and success in your business.   Website: www.financialfitnesscoaching.com Instagram: https://www.instagram.com/financial.fitness.coaching Corporate Partner: Clockwork AI - www.clockwork.ai

Show Summary In today's episode of the Grow My Accounting Practice Podcast, we are excited to welcome Seth Fineberg, an esteemed accounting industry consultant and content strategist, to discuss "Revolutionizing Accounting: Essential Changes for Progress." With over three decades of experience in journalism and content creation, Seth brings a wealth of knowledge on the evolution of the accounting profession and the necessary steps for its advancement. Seth begins by addressing firm growth, emphasizing the need for innovative strategies and forward-thinking approaches to stay competitive in a rapidly changing industry. He highlights the importance of embracing technology, improving operational efficiency, and focusing on client satisfaction to drive sustainable growth. Additionally, Seth delves into talent attraction and retention, offering insights on creating an appealing work environment and competitive compensation packages to attract and keep top-tier talent in the accounting field. The conversation then shifts to vendor/accountant relations, where Seth underscores the value of building strong, collaborative partnerships with vendors to enhance service delivery and client satisfaction. He also explores emerging, high-growth service areas that accounting firms should consider to diversify their offerings and increase profitability. Tune in to gain actionable insights from Seth Fineberg on how to revolutionize your accounting practice and ensure long-term success in an evolving landscape.   Website: https://accountantsforward.com Twitter:@B2BSeth(Twitter/X)   Corporate Partner: Jetpack Workflow - https://jetpackworkflow.com/

Show Summary In today's episode of the Grow My Accounting Practice podcast, we welcome Kiné Corder, the leading National Certified Counselor specializing in Performance Financial Hypnotherapy. Kiné delves into the reasons why clients often get stuck or lose focus on their financial goals. She explains that emotional factors and deep-seated money beliefs play significant roles in this stagnation. By understanding these underlying issues, financial professionals can better assist their clients in overcoming obstacles and staying committed to their financial plans. Kiné shares practical strategies that financial professionals can implement to help their clients get unstuck. She emphasizes the importance of addressing the most common money emotions, such as fear, guilt, and shame, which frequently hinder clients from reaching their full financial potential. Kiné introduces her innovative SelfSync Therapy, a systematic therapeutic process designed to help individuals align their mental and emotional states with their financial goals. This approach not only helps clients move past their financial blocks but also empowers them to achieve peak performance in their financial endeavors. In the final segment, Kiné discusses how the financial industry is evolving in the post-pandemic world. She highlights the increasing importance of mental health and emotional well-being in financial planning. As clients navigate new economic realities, financial professionals must adapt by incorporating holistic approaches that address both the financial and emotional aspects of their clients' lives. Kiné's insights provide valuable guidance for professionals looking to support their clients in a more comprehensive and impactful way.   YouTube:  https://www.youtube.com/@presidentiallifestyle Website:  https://www.presidentiallifestyle.com/ LinkedIn:  https://www.linkedin.com/in/kinecorder/   Corporate Partner: Your Cyber Team - https://www.techiegurus.com/

Show Summary In today's episode of the Grow My Accounting Practice Podcast, we welcome Brandy Derrick, a Certified Digital Bookkeeper and the owner of Legal Ease Bookkeeping. Brandy shares her insights on the concept of Masterminds, explaining what they are and how they can be a powerful tool for professional growth. A Mastermind is essentially a group of like-minded individuals who meet regularly to share knowledge, provide support, and hold each other accountable in achieving their goals. Brandy provides a comprehensive overview of how Masterminds function and the various formats they can take. Brandy delves into her personal experiences, highlighting how being part of Masterminds has significantly contributed to the growth of her business. She discusses specific examples of how the collective wisdom and encouragement from her Mastermind groups have helped her overcome challenges, implement new strategies, and expand her services. Brandy emphasizes the invaluable networking opportunities and the sense of community that Masterminds offer, which have played a crucial role in her professional development. Beyond business growth, Brandy also reflects on the personal benefits of participating in Masterminds. She shares how these groups have fostered her personal development, improved her leadership skills, and boosted her confidence. Additionally, Brandy provides practical advice on how to start a Mastermind, including tips on selecting the right members and setting clear objectives. She also candidly discusses some common problems with Masterminds, such as group dynamics and maintaining consistency, and offers solutions to navigate these challenges effectively. Tune in to learn how Masterminds can be a game-changer for both your business and personal growth.   Website: https://legaleasebookkeeping.com/ LinkedIn: https://www.linkedin.com/in/brandyderrick/ Faceboook: https://www.facebook.com/LegalEaseBookkeeping YouTube: https://www.youtube.com/@LegalEaseBookkeeping   Corporate Partner: Very Very Video - www.veryveryvideo.com