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

A fun show dedicated to accounting, bookkeeping, and coaching firms looking to grow their practice, stand out from the competition and help their customers even more.
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
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Now displaying: 2021
Dec 30, 2021

Show Summary

Today we get the inside scoop on Good Food from industry expert and Profit First Professional Sarah Delevan. Sarah shares with us why Good Food is so important to her personally that she has built her consulting business around supporting Good Food entrepreneurs, what makes accounting and bookkeeping in the food industry both challenging and unique, and what food-business owners need to do to become and stay profitable. Sarah also clears up some common myths and misconceptions about running a successful food business--and gives some bonus tips on how to shop at a farmers market. If you are a person who eats, you won't want to miss this one!
 
Listen now and let us know your thoughts on the comment box below!
 

Website:

Dec 23, 2021

Show Summary

In this episode, serial entrepreneur Carl Reader explains how to successfully scale up your small business. He discusses the importance of controlling your offerings and your cash flow, how to shift yourself from management to leadership, and offers tips and tricks on how not to get lost in the weeds on the way. This is a don't miss episode!

Website:

 
Social Media:
 
@CarlReader on all platforms
Dec 16, 2021

Show Summary

In today's episode, Neil Osborne tells about his new approach to sales, "Spendsuasion." He explains what it is and how you can use it in your business to help reduce friction in your client interactions. If you are struggling with selling professional services, Neil's new approach to sales can help you make it easier for your clients to buy!

Website:

www.neilosborne.com.au

Dec 9, 2021

Show Summary

In this episode we talk with Cory Klippsten about the advantages of cryptocurrency over fiat currency and the future of Bitcoin and financial markets. We discuss potential paths and pitfalls on Bitcoin's journey to global adoption along with  its impact on macroeconomics, geopolitics, and the currency wars. If you are interested in the future of currency and how it will impact your life, you don't miss this episode!

Website:

https://www.swanbitcoin.com/
https://cory.substack.com/

Dec 2, 2021

Show Summary

Leslie Liondas, CPA, is with us to tell us about how she implemented Clockwork strategies in her business to improve efficiency--and how you can, too!

Leslie knows the importance of having the right mindset in being able to get out of our own way, and today she busts for us the myth that working harder and longer is how to grow your business. She shares with us how to start delegating to your team, how to identify and focus on the ideal clients for your business and weed out the rest, and how--with proper preparation--taking a vacation away from your business can empower your entire team.


If running your business makes you feel like an overworked corporate employee rather than a savvy entrepreneur, you want to listen to this episode!

Website:

https://liondascpa.com/

Nov 25, 2021

Show Summary

Join us as we talk with Melanie Power about helping women achieve their financial goals. We discuss:

  • The biggest obstacle to financial independence most women face and how to overcome it
  • The importance of having a vision and values
  • Fear of pricing and sales
  • How to tackle imposter syndrome

We also chat about the future of the accounting and bookkeeping, and how to position ourselves to leverage current trends in the industry. 

Listen now and let us know your thoughts on the comment box below!

Website:

Nov 18, 2021

Show Summary

Exit and succession planning specialist and author of the upcoming book SELL IT Christine Nicholson joins us to share her expertise on how to position a business for future sale to ensure owners receive the most value for their hard work, leaving none on the table, when it's time to exit their business. Christine discusses the why, the when, and the how of preparing a business for sale, and the importance of having a realistic sense of the business's value, an understanding the exit strategies available, and a plan for what comes next. You don't want to miss this one!

Email:

Nov 11, 2021

Show Summary

Tom Schwab shares how things have changed in the podcast environment in the past few years and why  podcast interview marketing has become the next gold rush.

He discusses whether to be a podcast host or guest, the problem of obscurity and how to break through the noise, the importance of getting on the right podcasts rather than all the podcasts, and provides tips on how to be a great guest once you get there.

If you're ready to up your podcasting game, this is the episode for you!

Website:

https://interviewvalet.com/gmap/

Twitter:

@Interviewvalet
@TMSchwab

Facebook:

https://www.facebook.com/ThomasSchwab

Nov 4, 2021

Show Summary

Show Summary

"The customers or clients should always have the best experience."

In this episode, Shawn Parikh shares how offshoring has increased during the Pandemic.

He also points out some of the mistakes accounting firms make when initially trying to work with an offshore provider.

To avoid the mistakes pointed out, work with a credible partner, and make sure they specialize in their particular domain.

It's not just about saving, offshoring can bring multi-dimensional transformation to your firm. Listen to this podcast now to learn more!

 

Website:

Oct 28, 2021

Show Summary

At the end of the day, we find that most accounting professionals do their work as expected, but what keeps clients coming back is the ease, customer service, and experience they receive.

In this episode, Erika Segal talks about how digital has become king in both the personal and professional world. In the professional world, businesses have found that making the switch to digital has not only helped significantly improve their workflow but net more profit as a result. More work is getting done, meaning more revenue opportunities have come along with it.

She also shares about other payment processors and the CPACharge's life support which is one of the features their customers appreciate most.
Think of yourself as a consumer - do you feel excited about a brand when there is a robot on the other end of the line? Or when you send a message to a chat box and it's a robot vs a real person?
 

Website:

Oct 21, 2021

Show Summary

"You have to set your goal."

In this episode, Barb Stackhouse discusses her thoughts on launching her first book, Profit First for Dentists, and the reasons why dentists need a book on Profit First.

Barb also shares how to control or make profitable decisions in the dental industry and talks about the pushbacks she had when introducing the Profit First cashflow system to the dentists.

She leaves a piece of advice for accountants and bookkeepers on what they can do to help or support the dental industry better.

Listen now and let us know your thoughts on the comment box below!

 

Websites:

Oct 14, 2021

Show Summary

Ninety percent of the success of your presentation is from the preparation.

In this episode, Scott and Maria talk about what the pandemic has done to the online presentation venue.

They also share some tips on responding to viewers or listeners when a tech problem occurs during a presentation.

When having online presentations, it is best to test out everything you need that you can control ahead of time to lessen the weight on your shoulders during the actual presentation. Scott and Maria leave us points on what to set and prepare before every presentation.

They also give us ideas on how to balance between dual presenters.

Learn more about this topic by listening to this podcast episode now!

 

Websites:

www.scottjallen.net

Twitter:

Oct 7, 2021

Show Summary

In this episode, Gigi Bier talks about why people struggle with their values and desires.

She also discusses some mistakes she has seen people working with creatives make and how she helped the creatives step out of the mindset of a "starving artist."

Profit First had a significant impact on Gigi. She expresses in this episode her Profit First thoughts and experiences when she became a member and how she shares with her customers about it.

Leave your comments below and share your thoughts about this episode!

 

Websites:

www.mycatsandme.com

Instagram:

https://www.instagram.com/hello_mycatsandme/

Sep 30, 2021

Show Summary

This October, UNSTOPPABLE is the theme for Scaling New Heights 2021 to celebrate how unstoppable the professionals are and how to make them even more unstoppable.

To be unstoppable, you must innovate and change. It's about the determination, will, and ability to adapt to the ever-changing environment over the past decade.

Joe Woodard discusses in this episode that if you want to stay in business, offer the same but different. PLUS IT UP! Joe challenges bookkeepers and tax preparers to create a plus level of their services which resets the pricing anchor.

He also shares advice on what we can do to start positioning our businesses to be truly saleable.

Listen to this podcast now and find out more about this exciting topic from Joe Woodard!

It's also not too late to register to attend Scaling New Heights 2021!
Click here to sign up: www.scalingnewheights.com

 

Websites:

www.woodard.comonal

LinkedIn:

www.linkedin.com/in/quickbooksadvisor

Twitter:

@joewoodard

Sep 23, 2021

Show Summary

"Strategy is more important than compliance."

In today's episode, Geraldine Carter discusses the strategies to approach different automation or technology tools business owners use to run their businesses.

She also shares how automation will change the face of the "job" from accounting-facing to client-facing.

The importance of emotional intelligence and mindset in being an advertiser is emphasized in this podcast episode. Geraldine also talks about pricing services.

Don't forget to leave your comments below, and listen to today's episode!

 

Websites:

https://www.shethinksbigcoaching.com/

https://www.smartstrategyforcpas.com/

LinkedIn:

https://www.linkedin.com/in/geraldine-carter/

Sep 16, 2021

Show Summary

Mindset is the most critical facet of success and failure.

People tend to talk more about business tools but not personal development tools or personal power and mindset. Mindset makes a huge difference in success and failure.

In this episode, Adi Maor Siso discusses the difference between a fixed mindset and a growth mindset. She also stresses the importance of a visionary and an integrator in building a solid team.

Adi shares how accounting, bookkeeping, and coaching firm owners can leverage the knowledge that she's sharing to help them work with their customers. 

The following questions are also answered in this podcast episode:

  1. What do we do when we have a lifetime of experience pointing in one direction, but we want to start taking a new one?
  2. Do we want to seek diversity when we surround ourselves with people, or do we seek a strong constant vantage point in a similar group?
  3. How do we surround ourselves with the right people?
  4. What are the tell-tale signs of having a fixed or growth mindset?

Listen now and let us know your thoughts in the comment section below!

 

Facebook:

https://www.facebook.com/adimaorsiso

Sep 9, 2021

Show Summary

Being involved in the accounting and bookkeeping side of your business is significant.

In this episode, Dr. Julie Woods shares her discoveries in her business when she first implemented Profit First. She also mentions her struggles as a business owner in having turn-overs when her bookkeeper resigned.

Dr. Julie also learned a lot by being a Profit First Professional that she didn't know when she was self-implementing Profit First in her business before.

She also shares how she helps her clients by implementing Profit First in their businesses.

Listen to this episode now! We value your thoughts, so don't forget to leave a comment below!

 

Website:

http://www.topekaperio.com/

Sep 2, 2021

Show Summary

Work your passion.

Nicole Bendig-Lamb followed her passion for creating cakes and educating people through being a cake business coach.

In this episode, she talks about handling pricing and time expectations for customers who have no basis for realism and controlling the costs in the cake industry too!

As a certified Profit First Professional, Nicole shares how she introduced Profit First to the cake industry and how becoming a PFP helps her businesses.

And, she shares her insights on how the accounting and bookkeeping industry better supports the baking industry.

Listen to this episode now, and don't forget to let us know your thoughts in the comment section below!

 

Website:

www.cakebusinessschool.com

https://thecakebizbroadcast.libsyn.com/

Facebook:

https://www.facebook.com/cakebusinessschool

Aug 26, 2021

Show Summary

How do you market your business?

In this episode, Jonathan Tuttle shares how and where someone gets started in social media marketing.

Listen to his tips on how to navigate and efficiently manage social media platforms for your businesses!

 

Facebook:

https://www.facebook.com/Jonathan.Tuttle.Official

Instagram:

https://www.instagram.com/jonathantuttle/

LinkedIn:

https://www.linkedin.com/in/jonathantuttle1/

Aug 19, 2021

Show Summary

Did you know that it's possible to use your weakness as your strength in serving your purpose?

In this episode, Matt Plumer shares his journey talking about his life experiences as he overcomes his addictions.

Matt also reveals why he decided to change, how he started changing, and how he landed where he is now.

Listen to this episode and be inspired by Matt's story!

 

Website:

https://www.5financialmistakes.com/

Facebook:

https://www.facebook.com/plumermatt/

Aug 12, 2021

Show Summary

In this episode, Tatiana answers the question, why do people underprice themselves?

She also shares the strategies on determining price and providing menu pricing to clients.

There’s so much to learn! Listen to this podcast now!

 

Website:

www.tatianatsoir.com

Facebook:

FaceBook.com/TatianaTsoir

Email Address:

hello@tatianatsoir.com

 

Aug 5, 2021

Show Summary

Do you know how to shield your business? Listen to this podcast now!

In this episode, Scott Reib discusses the meaning of "shatterproofing" your business to deal with things on your own time and not panic. He also shares the 5 Strategies of business that shield us from harm for structure, growth, and protection.

 

Website:

https://reiblaw.com/

Jul 29, 2021

With deep sadness, we bring you this episode with Greg Winteregg, who passed away on July 13th, 2021, shortly after we recorded this GMAP podcast.

He leaves behind an incredible legacy that shaped the lives of many who were blessed to have crossed his path and committed much of his life to helping businessmen and women grow their businesses into flourishing and prospering endeavors.

 

Show Summary

Greg has been getting a lot of traction with their clients helping them with the concept of "hiring to replace yourself." He was semi-retired at age 38 from his dental practice and made more money working part-time than full-time. And he replaced himself throughout his various business ventures. He thinks that it is a significant point to make. He now says that "I specialize in replacing myself." In this episode, Greg shares how he could do that multiple times in different industries by doing the following stated below.

  • I must have the total intention of replacing myself and not just be paying lip service.  
  • I must know the process inside and out, then create a system that the average employee can use.  
  • Create gradient steps of training going from the easiest things to do to the most difficult. Graduate them to the following levels of competence with a raise in pay and responsibility.
  • Find a candidate interested in the functions of that position, train them on the basics, and supervise them into competence.
  • Be willing for them to do it incorrectly while learning how to do it correctly.

 

Website:

www.adventuretoprofit.com

Jul 22, 2021

Show Summary

In this episode, Andy Cagnetta talks about how to prepare a business for sale. Keeping decent books and records and not reducing mysterious inventory levels to save taxes or hiding cash sales will make a business easy to sell for the value that the seller is looking to get.

He also shares the best way to get more money for your business by creating competition for the deal. We want as many good buyers as we can get. If your business is exposed to the marketplace with the right buyers, they will pay the price.

How has the COVID-19 pandemic affected the market space? Is this the right time to sell your business? How should buyers go about acquiring a company? Andy answers all these questions in this episode...listen in now!

 

Website:

www.tworld.com

Jul 15, 2021

Show Summary

Perry Jeffries shares in this episode how he has been able to grow his book of business leveraging the Profit First methodology (Financial Planning using Profit First). He believes that the Profit First Methodology is an absolute necessity for minority businesses.

Perry is not an accounting professional. He is an Investment Advisor (Series 66, Life Insurance and Annuities, and CRPC and CPFA Designation). He shares why a Financial Advisor became a Profit First Professional.

 

Website:

www.perryjeffries.com

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