Show Summary:

In this episode of Grow My Accounting Practice, we welcome Ian Vacin, co-founder of Karbon and co-author of the upcoming book Scale with Purpose: The Service Entrepreneur’s Guide to Intentional Growth, written with Jason Blumer. Together, they’ve drawn from over 25 years of experience advising, consulting, and mentoring service firm owners to create a practical roadmap for entrepreneurs who want to grow their businesses intentionally—not accidentally.

Ian discusses why scaling a service-based business is about far more than just growth in numbers. He shares insights from the book, including how to optimize human capital, plan across different time horizons, and address the biggest challenge that keeps owners up at night: capacity. From understanding when your team is overworked or underutilized to navigating structural adjustments at different growth plateaus, Scale with Purpose offers proven tools and case studies that help owners maximize profitability while building sustainable businesses.

Whether you’re leading a small team or running a firm with dozens of employees, this conversation will give you a clear framework to scale consciously, manage your team effectively, and unlock the true enterprise value of your company.

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

Show Summary:

In this episode of Grow My Accounting Practice, we sit down with Najma Khan, Certified Profit First Professional and founder of Rocket to Profit. Najma shares how implementing Profit First from day one—before she even had consistent income—set the foundation for her business and her clients’ success.

She walks us through her calm, client-centered approach to introducing Profit First without overwhelming or “selling,” and how she reframes the most common resistance: opening multiple bank accounts. Najma also reveals the powerful emotional shift clients experience once they gain financial clarity, moving from stress and uncertainty to confidence and control.

Finally, Najma explains why she sees profit as more than just numbers on a balance sheet—it’s a tool for contribution. This belief has guided her in helping fund clean water projects in underdeveloped communities, showing that profit can truly change lives.

Corporate Partner:
Pumpkin Plan Your Biz - https://pumpkinplanyourbiz.com/

Show Summary:

In this episode of Grow My Accounting Practice, finance insider turned industry disruptor Wallis Tsai reveals how high earners can use life insurance strategically to reduce taxes, protect their wealth, and build long-term financial security. Drawing on her experience as a former Goldman Sachs investment banker and hedge fund investor, Wallis shares a refreshingly transparent, no-BS approach to insurance-based wealth planning that cuts through the jargon and gets straight to what works.

From protecting against the financial devastation of a health crisis to understanding why disability insurance is often the most overlooked coverage, Wallis explains how to prevent common and costly mistakes. She also explores why today’s long-term care options are better than ever, the critical insurance moves expectant parents should make, and how fiduciaries can identify and avoid bad advice. Whether you’re advising clients or managing your own finances, Wallis delivers actionable strategies to help you lead smarter conversations and make confident, well-informed decisions.

Corporate Partner:
People Processes - https://peopleprocesses.com/

Show Summary:

In today’s episode of Grow My Accounting Practice, we’re joined by Dana Staszkiewicz—Co-Founder of The Opus & Golds Group and former GM/COO of All Hours Plumbing, Heating, and Air. Dana shares how she helped scale a home service business from $12M to $20M in under three years, leading to a successful sale in 2023.

She walks us through what the business looked like when she stepped in versus where it landed at exit, and how her diverse background—from advertising agency leadership to retail management—uniquely shaped her approach.

Dana also unpacks the critical role numbers played in driving strategic decisions, how The OG Group partners with businesses through hands-on on-sites and equity participation, and the empowering work she’s doing through her two women’s leadership groups.

If you're looking to scale, optimize, or transition a business—this episode is full of actionable insight.

Don’t miss it!

Corporate Partner:
Relay.Fi - https://relayfi.com/

Show Summary:

What if you could tap into your full learning potential—on demand?

In this powerful episode of Grow My Accounting Practice, Dr. Sonny Magana, award-winning educator and globally recognized learning expert, shares how learning is not just a skill, but the foundation of all human achievement. Drawing from his groundbreaking research, Dr. Magana introduces us to the concept of “Learning in the Zone”—a state where individuals consistently achieve optimal learning performance.

You’ll discover how, regardless of how fast or slow we learn, there are proven principles that can accelerate learning for everyone. At the core of this transformation are Dr. Magana’s 7 Habits of Meta-Learners—practical, science-backed behaviors that help individuals and teams unlock their highest potential.

Whether you're a solo practitioner or leading a team, this episode is packed with insights that can help you create a culture of continuous improvement, personal mastery, and “Zone-ness” in your firm.

🎧 Tune in to learn how to transform your mindset—and your results—through the power of meta-learning.

Corporate Partner:
Impressia Bank - https://impressiabank.bank/