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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: July, 2025
Jul 24, 2025

Show Summary:

In this empowering episode of Grow My Accounting Practice, we’re joined by Jen Perez, a Certified Profit First Professional, entrepreneur, and author of "69 Ways Money Is Like Sex." Jen is known for sparking bold conversations that challenge the status quo—and help business owners take back control of their finances and freedom.

Jen dives into the three key levers every entrepreneur must master to scale sustainably: people, time, and money. She shares the creative process behind her book and how powerful analogies can help entrepreneurs finally get out of their own way—financially and emotionally.

We also explore why financial success isn’t just about profit—it’s about designing a business that supports the life you actually want. Jen opens up about the most common mistakes she sees with Profit First implementations, and how to tailor the system to work with your brain and lifestyle, not against it.

Plus, she shares how she built a six-figure business through relationship-based marketing and consistent, in-person networking—no burnout required.

This episode is a must-listen for financial professionals and business owners who want real growth without shame, spreadsheets, or stress.

🎧 Tune in now!

 

 

Corporate Partner:
FlexPoint - http://www.getflexpoint.com

Profit First App Version 2.0 is here! 

More Education. More Functionality. More Profit!

Jul 18, 2025

Show Summary:

In this episode of Grow My Accounting Practice, Michelle Weinstein, founder of The Abundant Accountant, dives into the crucial topics of sales, pricing, and client qualification for accounting firm owners. Michelle shares insights on how to recognize if you’re undercharging—and the long-term consequences of doing so, including burnout, client resentment, and stalled growth. She introduces the concept of optimal capacity, helping firm owners understand how to reduce their workload without sacrificing revenue. Michelle also explains how to strategically increase revenue with less stress, preparing your firm for greater profitability and a potential future sale at a high multiple. The conversation explores the most common mistakes accountants make when raising fees, and what to do instead to boost client buy-in and value perception. Plus, Michelle clarifies the important distinction between sales and marketing, offering actionable advice on how to strengthen both. This episode is a must-listen for firm owners ready to shift from survival mode to sustainable success.

 

The Abundant Accountant Podcast: 
https://apple.co/2zMKpgz

Facebook:
thepitchqueen

Instagram:
@thepitchqueen

Twitter:
@thepitchqueen

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

 

Corporate Partner:
The Abundant Accountant - https://theabundantaccountant.com/

Profit First App Version 2.0 is here! 

More Education. More Functionality. More Profit!

Jul 10, 2025

Show Summary:

In this episode of the Grow My Accounting Practice podcast, we’re joined by Barrie Cohen, Founder and CEO of BCPR, to explore how public relations can be a powerful tool for financial professionals. Barrie breaks down what PR really is—and why it’s more important than ever for finance experts to build authority, gain visibility, and stand out in a competitive industry. She shares when and how financial professionals should begin investing in PR, the strategic value it brings, and practical tips for using it to attract the right clients. Barrie also dives into how to stay relevant in a fast-moving, saturated space and highlights the best media platforms and outlets for financial experts looking to strengthen their presence and credibility. Whether you're new to PR or ready to take your visibility to the next level, this episode is filled with insights you can put to use right away.

 

Website:
https://bcpublicrelations.com/

Facebook:
https://www.facebook.com/barriecohenpr

Instagram:
https://www.instagram.com/barriecohenpr/

LinkedIn:
https://www.linkedin.com/in/barrie-cohenpr/

Corporate Partner:
Miles Talent Hub. - www.mileseducation.com

Profit First App Version 2.0 is here! 

More Education. More Functionality. More Profit!

Jul 3, 2025

Show Summary:

In this episode of the Grow My Accounting Practice podcast, Kristin Meador, CPA and founder of Gradient Accounting, shares how she successfully runs her growing firm while traveling the world as a digital nomad. Kristin breaks down what it truly means to live and work as a digital nomad—and why this lifestyle is becoming more common among firm owners. She offers her top tips for managing a firm on the move, including the importance of choosing the right niche and building a client base that aligns with your values and lifestyle. Kristin also explains how implementing Profit First has helped her step away from the daily grind and operate more strategically. Plus, she introduces her proprietary Freedom Formula, a framework designed to help both her and her clients achieve Sales Freedom, Calendar Freedom, and Profit Freedom.

Website:
https://gradientaccounting.com/

Instagram:
https://www.instagram.com/gradientaccounting/

LinkedIn:
https://www.linkedin.com/in/kristin-disbrow-meador-cpa-3aba8b76/

Corporate Partner:
Cashflow Mike - http://www.cashflowmike.com/

Profit First App Version 2.0 is here! 

More Education. More Functionality. More Profit!

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