Show Summary:

In this episode of the Grow My Accounting Practice Podcast, Mark Perlberg, founder of Prosperl CPA, joins the show to discuss how accounting professionals can elevate their services through proactive tax planning. Based in Atlanta, Georgia, Mark specializes in advanced tax-reduction strategies for high-income real estate investors and entrepreneurs across the U.S. He shares his insights on what it takes to build a team capable of delivering high-value tax planning rather than simply filing returns, emphasizing structure, communication, and the right mindset for firm growth.

Mark dives into several key tax strategies that accountants can use to better serve their clients, including the importance of capturing “use it or lose it” deductions before they expire, creative approaches for high-earning W-2 clients, and how to leverage solar tax incentives to help clients save while investing in renewable energy. His perspective challenges traditional thinking and offers practical ways to identify opportunities that often go unnoticed in standard compliance work.

Throughout the conversation, Mark highlights the power of overcommunication — ensuring clients understand their tax strategy, timelines, and next steps. By leading with transparency and education, he demonstrates how firms can build stronger relationships and deliver measurable results. This episode is packed with actionable insights for accountants ready to move from reactive tax filing to strategic tax planning that creates lasting client impact.

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

Show Summary:

In this episode of Grow My Accounting Practice, we’re joined by Laura A. Shepherd, founder of Momentum BK, My Top Bookkeeper LLC, and MTB Management LLC. Laura shares how the Momentum BK Business Model empowers accounting professionals and business owners alike through its dual-purpose design—streamlining firm operations while enhancing client outcomes.

Listeners will discover how the model guides firms from startup to scalable, turning standard operating procedures into strategic assets that drive growth and consistency. Laura also unpacks the Momentum BK Client Service Method, a revenue- and profit-focused framework that creates confidence, capacity, and control for both practitioners and clients. Tune in to learn how to transform your firm’s systems and elevate your client service with a model built for sustainable success.

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

Show Summary:

In this inspiring episode of the Grow My Accounting Practice podcast, Mike Michalowicz and Ron Saharyan sit down with Rachel Bernier-Green, founder and CEO of the Economic Justice Consortium (EJC), to explore how financial professionals can lead — and thrive in — the social impact revolution.

Rachel shares how the booming $715B ESG investment market and the B-Corp movement are creating unprecedented opportunities for accountants, bookkeepers, and advisors who want to align profit with purpose. She reveals how EJC’s equity-centered consulting model not only delivers measurable impact but also commands premium pricing and builds deep trust with clients.

Listeners will hear real-world stories of purpose-driven businesses that have achieved both profitability and impact with EJC’s guidance, and learn how values-aligned service providers gain a competitive advantage through stronger relationships and referral networks.

Rachel also introduces B.R.I.D.G.E., EJC’s innovative membership program that scales social impact while generating recurring revenue — proving that sustainability and growth can go hand in hand.

🎧 Bonus insight: Rachel shares how working with mission-driven clients has transformed her own sense of personal fulfillment and purpose as a financial professional.

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

Show Summary:

In this episode of the Grow My Accounting Practice podcast, we welcome Marcel Wasserman—strategic business coach, licensed financial planner, and founder of LanternWay. Marcel shares how his greatest reward comes from seeing clients flourish and prosper from the work they do together.

With over a decade of experience in financial planning, Marcel has built a business that not only supports his clients’ growth but also provides him with a fulfilling lifestyle—one filled with freedom, purpose, and the joy of helping business owners thrive. Tune in to hear his insights on creating a business you truly love, while guiding others toward prosperity.

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