Info

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.
RSS Feed Subscribe in Apple Podcasts
Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
2026
February
January


2025
December
November
October
September
August
July
June
May
April
March
February
January


2024
December
November
October
September
August
July
June
May
April
March
February
January


2023
December
November
October
September
August
July
June
May
April
March
February
January


2022
December
November
October
September
August
July
June
May
April
March
February
January


2021
December
November
October
September
August
July
June
May
April
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June
May
April
March
February
January


2015
December
November


Categories

All Episodes
Archives
Categories
Now displaying: June, 2025
Jun 26, 2025

Show Summary:

On this episode of the Grow My Accounting Practice podcast, Geoff Woods, author of The AI-Driven Leader and founder of AI Leadership, joins us to explore how leaders can effectively harness the power of AI to drive smarter, faster decision-making. Geoff shares his personal journey into the world of AI and breaks down why, despite knowing AI is the future, many leaders feel stuck when it comes to getting started. He explains how technology doesn’t just change jobs — it reshapes which skills are valued and how processes are executed. Geoff emphasizes that it's not the tools, but the leaders who use them, that ultimately determine the impact on an organization. He also highlights a common pitfall: most professionals are using generative AI for minor, tactical tasks rather than for strategic initiatives that truly move the needle. This episode is a must-listen for anyone ready to shift from overwhelm to innovation and unlock the real potential of AI in their firm.

 

Website:
aileadership.com

aileadership.com/start

Corporate Partner:
Universal Accounting - https://universalaccounting.com/

Profit First App Version 2.0 is here! 

More Education. More Functionality. More Profit!

Jun 19, 2025

Show Summary:

In this episode of the Grow My Accounting Practice podcast, Ryan McGarghan shares how combining Profit First, CFO services, EOS, and exit planning can help firms and their clients grow 5x. He explains how aligning finance with sales, marketing, and operations creates smarter, more strategic decision-making. Ryan also breaks down exit planning as a proactive growth tool and shows how EOS brings structure and accountability. Whether you're scaling your firm or guiding clients to long-term success, this episode offers practical ways to tie it all together.

 

Website:
www.wearesynergysolutions.com

 

Corporate Partner:
Your Cyber Team - https://yourcyberteam.com/

 

Profit First App Version 2.0 is here! 

More Education. More Functionality. More Profit!

Jun 13, 2025

Show Summary:

In this insightful episode of the Grow My Accounting Practice podcast, Sir Darren Jacklin shares strategies to help accountants and business owners smash their numbers in 2025. He highlights the importance of setting clear, measurable financial goals and encourages a shift in focus from revenue to true profitability. Darren also explains how using technology and automation can simplify workflows, reduce overwhelm, and free up time to better serve clients.

The conversation dives into smart ways to prepare for tax season, along with the value of financial forecasting to stay steady through change. Whether you're aiming to grow, stabilize, or plan ahead, this episode offers practical guidance to help you build a stronger, more profitable business in the year ahead.

 

Website:
SmashingNumbers.com
DarrenJacklin.com
lynkfoundation.org

 

Corporate Partner:
Impact Global Solutions - lwhittam@csuiteimpact.com

 

Profit First App Version 2.0 is here! 

More Education. More Functionality. More Profit!

Jun 5, 2025

Show Summary:

In this episode of the Grow My Accounting Practice podcast, Donna Lim shares her powerful journey with Profit First and how it transformed both her business and the insurance agents she serves. Once a reluctant accounting firm owner who found the profession “boring and sterile,” Donna realized her deeper calling was to support business owners. That mission drove her to embrace discomfort and growth—even when it meant raising prices and losing clients. But what she gained was far more valuable: clients who were willing to do the work and pay what she was truly worth. Donna’s story is one of courage, challenge, and learning to own both the wins and the hard lessons.

Donna also dives into what makes her work with insurance agents so impactful. By truly understanding their industry and the trajectory of their processes, she customizes her approach to meet their unique needs. She talks about the importance of transparency—with clients and her team—and how shedding the wrong employees and clockworking her business helped her achieve more with fewer people. Her story is packed with lessons for accountants and bookkeepers who want to serve with purpose, step into growth, and guide their clients to real financial transformation.

 

Website:
www.sooterconsulting.com

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

Facebook:
https://www.facebook.com/sooterconsulting
https://www.facebook.com/donna.sooter

 

Corporate Partner:
People Processes - http://www.peopleprocesses.com/

 

Profit First App Version 2.0 is here! 

More Education. More Functionality. More Profit!

1