Show Summary
Having high energy doesn't always mean you're an extrovert. In this episode, Angie shares with us how she brings out energy as an introvert and builds her confidence to inspire other people, especially other Profit First Professionals to go out there and present themselves.
Take a listen!
Website:
www.profitfirstprofessionals.com
Corporate Partner:
Show Summary
This is a special episode with Relay Financial's CEO and Co-Founder, Yoseph West!
We know how challenging it is for people who implement Profit First in their businesses to find a banking solution that works for them and their clients. It takes convincing, negotiating, and adapting to do Profit First banking which costs time and forces you and your clients to make difficult tradeoffs.
In this episode, Yoseph shares with us what Relay Financial is and why it is so great for Profit First banking. Relay knows accounting, bookkeeping, and client advisory. The roots of their business lie in the industry. But more importantly, their product truly enables Profit First banking.
Relay is a financial technology company, not a bank, which Yoseph explains in this episode.
The banking features aren’t the only reason we’re so excited to work with Relay’s team. It comes down to how invested they are in Profit First and the Profit First Professionals community.
Website:
Corporate Partner:
Show Summary
Let's learn from Adrienne Bellehumeur how to make your documentation process fun and exciting.
In this episode, Adrienne shares with us that documentation is a collaborative exercise. She also shares with us some of her best practices for delivering "why?" for documenting.
She uses a documentation approach she developed called "Dynamic Documentation".
Want to learn more? Listen to this episode now!
Websites:
https://www.bellehumeurco.com/
Corporate Partner:
Show Summary
"You are in charge of your business", Ron Saharyan.
Pricing is important, but Value Starts With HELLO!
You realize that accounting and bookkeeping can unlock the potential of any company. Set yourself apart from the competition by asking better questions right from the start.
Your future clients want you to understand their vision and goals and understand how you'll get them there. All of this can happen in your very first conversation.
Listen more tips from Grow My Accounting Practice podcasts hosts, Mike Michalowicz, Ron Saharyan, and Liz Szporn, and download our FREE guide to learn how and never compete on price again.
Value Starts With Hello:
https://profitfirstprofessionals.com/value-starts-with-hello/
Website:
https://profitfirstprofessionals.com
Corporate Partner:
Show Summary
Jeffrey Shaw shares in this episode how he got the idea of writing a book about self-employment. He stresses that one of the core problems of being self-employed is that they don't ask for help. His book, The Self-Employed Life, is an insightful book for self-driven individuals.
Take a listen to this episode and learn more with Jeffrey about Silo Mentality, Hug Marketing, the importance of calling yourself self-employed, and a whole lot more!
Websites:
https://selfemployedbusinessinstitute.com
LinkedIn:
https://www.linkedin.com/in/jeffreyshawauthor/
Instagram:
https://www.instagram.com/jeffreyshaw/
Facebook:
https://www.facebook.com/JeffreyShawAuthor
Corporate Partner:
Show Summary
In this episode, Jamie Beresford, founder of Practice Protect, shares what cybersecurity means with the three pillars of cybersecurity.
"Cyber security is not about data storage, it's about data access. Hackers don't hack, they trick. They trick users into divulging the information to use legitimate access to access systems illegitimately."
He also talks about email fraud and how technology is changing for CPAs.
Toward the end of the episode, Jamie shares tips with our listeners on what you can use to help your team avoid having hackers trick you into accessing your information.
Website:
LinkedIn:
https://www.linkedin.com/in/jamie-beresford/
Corporate Partner: