Show Summary:

In this episode, Erika Jones explains how accounting professionals and business owners can identify profit leaks, adjust their pricing and cash flow strategies, and implement a CFO-backed system that makes profitability predictable rather than accidental. She also shares how she combines the Profit First framework with her proprietary Profit Seen™ system to help clients move from guesswork to financial clarity and sustainable growth.

Corporate Partner:
Bill.com - https://www.bill.com/grow

Show Summary:

In this episode, we explore the future of accounting in the age of AI and what firms need to do to stay ahead. From the growing risk of transactional work becoming undervalued to the reality that software providers like Intuit and Xero won’t be protecting accountants, the conversation gets straight to the point: AI won’t replace accountants—but accountants who use AI will replace those who don’t.

We dive into why effective staff training and leadership are critical, and how firms can unlock big advantages by building their own micro tools and AI agents. Whether you’re concerned about disruption or excited about innovation, this episode offers a clear roadmap for embracing AI and future-proofing your practice.

Corporate Partner:
Bill.com - https://www.bill.com/grow

Show Summary:

In this episode, we dive into a new book by Kayla Caldwell, Profit First Professional, founder of KC Virtual Bookkeeping, and creator of the PEACE framework.

The PEACE Strategy combines the practical money management principles of Profit First with intuitive strategy and nervous system-aware business design. Built around five pillars—Profit, Energy, Alignment, Capacity, and Ease—this framework helps women entrepreneurs move beyond burnout and financial overwhelm to build businesses that truly support their lives.

Kayla shares how baby steps toward Profit, clarity around energy drains and fuels, alignment with dream clients, working within true capacity, and designing systems for ease all come together to create sustainable, profitable businesses. For women balancing a lot while building what matters, The PEACE Strategy offers both a compassionate guide and a clear path to financial clarity, boundaries, and peace.

Website:
https://kcvirtualbookkeeping.myflodesk.com/quicklinks

LinkedIn:
linkedin.com/in/caldwellkayla

Instagram:
instagram.com/kcvbookkeeping

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

Show Summary:

In this episode, we sit down with Paige Wiese, Founder and CEO of Tree Ring Digital, to explore how finance professionals can leverage marketing to establish authority, attract the right clients, and scale with confidence. Paige discusses why accounting firms should embrace marketing or partner with experts like her to accelerate growth, and she shares strategies for building and distributing content that positions professionals as trusted leaders in their field. She also explains how AI can be used to streamline content creation, the role SEO plays in ensuring content reaches the right audience, and how growing practices can effectively manage and expand their content distribution. Packed with actionable insights, this conversation is a must-listen for any finance professional looking to strengthen their brand and stand out in a competitive market.

Website:
https://www.treeringdigital.com/
http://treeringdigital.com/profitfirst

LinkedIn:
https://www.linkedin.com/in/paigewiese/
https://www.linkedin.com/company/treeringdigital/posts/?feedView=all

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

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

YouTube:
https://www.youtube.com/@treeringdigital

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