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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: February, 2024
Feb 22, 2024

Show Summary

In today's episode of the Grow My Accounting Practice Podcast, we have the privilege of hosting Andrew Berg, CPA, the managing member of Berg Advisors and Lightyear Business Advisors. A trailblazer in the industry, Andrew shares valuable insights into the transformative decisions his firm made, notably abandoning the time-tracking model many years ago. Instead, Berg Advisors now operates on a 100% value billing system, coupled with a robust capacity and utilization management framework. Andrew delves into their innovative pricing model, designed for high profitability, and an efficiency plan that streamlines their operations.

One key takeaway from the episode is Andrew's perspective on model clients – a concept applied at Berg Advisors despite not working within a specific niche. Andrew emphasizes the importance of creating free time and fostering the right mindset for change, shedding light on the technologies his firm utilizes to enhance efficiencies. Notably, Berg Advisors operates as a 100% virtual firm, boasting overseas employees. Andrew also discusses the firm's evolution into becoming advisors for their clients, sharing the journey of aligning their services with the evolving needs of their clientele.

In the final segment, Andrew Berg provides a glimpse into the future of accounting practices, offering valuable insights for firms looking to stay ahead in the ever-changing landscape. Today's episode is a masterclass in strategic shifts, profitability models, and the mindset required to thrive as an accounting professional in the modern age. Tune in for a wealth of knowledge and actionable strategies to elevate your accounting practice.

 

Facebook:

https://www.facebook.com/andrew.berg.756

LinkedIn:
https://www.linkedin.com/in/abergcpa/

Twitter:
https://twitter.com/bergcpa

Instagram:
Instagram - andrewbergcpa

Corporate Partner:

Feb 15, 2024

Show Summary

Elaine Pofeldt takes center stage on the Grow My Accounting Practice Podcast, shedding light on the intriguing trend of individuals crafting million-dollar, one-person businesses. Throughout the episode, Pofeldt explores the diverse industries where these businesses thrive, offering insights into the unique challenges and opportunities within each sector. The conversation uncovers commonalities binding these successful ventures, highlighting key factors contributing to their financial milestones.

The interview seamlessly transitions to the pivotal role of profitability in shaping the trajectory of million-dollar, one-person enterprises, emphasizing the strategic financial decisions driving their success. Pofeldt provides a sneak peek into her latest book, "Tiny Business, Big Money," offering listeners a glimpse into the world of employer businesses achieving seven-figure revenue with minimal staffing. The show notes promise an in-depth exploration of the efficiency and revenue-generating mechanisms of these unique businesses, leaving the audience eager to unravel the secrets behind their accomplishments.

Elaine Pofeldt's engaging presence on the podcast ensures a captivating exploration of the unconventional landscape of solo entrepreneurship. Listeners can expect practical insights and anecdotes that illuminate the potential for substantial financial success in the realm of million-dollar, one-person businesses. The episode stands as a valuable resource for both aspiring and seasoned entrepreneurs, providing a rich tapestry of experiences and expertise in the evolving world of small-scale, high-impact enterprises.

 

Corporate Partner:

Feb 8, 2024

Show Summary

In today's episode of the Grow My Accounting Practice Podcast, we have a special guest, Deanna Zubrickas, from Relay, a dynamic platform dedicated to fostering effective relationships between small business owners and their advisors. Initially launched as a banking platform exclusively for accountants and bookkeepers, Relay has evolved significantly over time. Our guest, Deanna, will walk us through this transformation, shedding light on how Relay has expanded beyond its initial scope and become something much more impactful.

One significant development in 2021 was the launch of Relay's Partner Program, aimed at providing robust support to firms, offering powerful tools, and delivering lasting incentives for those partnering with Relay. Today, Deanna will share exciting news about the relaunch of the Partner Program, highlighting the strengthened benefits and the reinvestment back into the financial advisor community. Additionally, Relay is unveiling a new directory of financial advisors on their platform, providing small and medium-sized businesses the ability to search for specific advisors based on industry, niche, or location.

Join us as we delve into the evolution of Relay, the enhanced Partner Program, and the creation of a directory that will empower businesses to find the right financial advisor for their unique needs. Don't miss this insightful episode with Deanna Zubrickas, where we explore how Relay continues to innovate and support the growth of accounting practices.

 

 

Corporate Partner:

Feb 1, 2024

Show Summary

In this episode of the Grow My Accounting Practice Podcast, we have a special guest, Sue Fulmer, who currently serves as Ron Saharyan's assistant at the Profit First Professionals Homebase team. Sue delves into her professional background, sharing insights into her significant role during her 17-year tenure at Mars, Inc. As she reflects on her journey, Sue draws comparisons between the corporate culture at Mars and the distinctive environment at Profit First Professionals.

Throughout the podcast, Sue provides valuable perspectives on her experiences, highlighting the contrasts between her initial career and her current role within the Profit First framework. Listeners gain unique insights into Sue's relationship with Ron Saharyan, exploring the dynamics of their professional collaboration and the special qualities that make working at Profit First truly stand out for her. Tune in to discover the secrets behind Sue Fulmer's journey and the distinctive aspects that define her experience at Profit First.

 

Website:

www.profitfirstprofessionals.com

Email Addresses:

sue@profitfirstprofessionals.com

 

Corporate Partner:

1