Also Available On Show Summary This week we talked with Joe Woodard, who shares insights into the “rise of the machines” and the impact it will have on the accounting space. Discover the impact that artificial intelligence will have on the accounting space, how accounting as we know it will vanish, and the massive opportunity […]

The post Episode 58: “Rise of the Machines” With Joe Woodard appeared first on Profit First Professionals.

Also Available On Show Summary This episode, we interview Jamie Shulman from Hubdoc, and discuss the “software stack”. Jamie explains how to pick vertical and complementary horizontal software, which can ultimately reduce your workload, make you more focused, and able to provide a higher degree of services. Learn the power of the “software stack” and getting the right team […]

The post Episode 56: The Power of the Software Stack With Jamie Shulman appeared first on Profit First Professionals.

Also Available On Show Summary Today, we have the honor of speaking with Shannon Simmons, a Profit First member since 2014, who just recently decided to go through our “surge” process. She is now currently experiencing rapid growth in her business after only 8 weeks. She shares strategies to focusing on a niche, leveraging it, and connecting with […]

The post Episode 55: Surge Strategies With Shannon Simmons appeared first on Profit First Professionals.

Also Available On Show Summary This episode, we talk with Amy Vetter, the Global Vice President of Education and Head of Accounting for USA at Xero.  Amy discusses the future of cloud accounting, the challenges of cutting over to cloud based accounting, and the advantages/disadvantages to cloud based accounting.  Plus, learn some cool insights on what’s going […]

The post Episode 57: “The Cloud” With Amy Vetter appeared first on Profit First Professionals.

Also Available On Show Summary This episode, we discuss the power of questions, and why as a consultative business (as a bookkeeper or an accountant), the questions you ask are perhaps more important than the answers you provide.  Discover the power of questions, how to position questions, and how to make sure you do not OVER […]

The post Episode 54: Unlock the Power of Questions with Ed Kless appeared first on Profit First Professionals.

Also Available On Show Summary This episode with Roger Dooley, we discover how the power of neuroscience can be a tool when creating an influential website design!   Learn modifications and improvements for your website to convert more traffic into prospective clients.  Watch this episode and learn a cool way to share information that potentially generates more leads than simply emailing.  […]

The post Episode 53: The Power of Neuroscience With Roger Dooley appeared first on Profit First Professionals.

Also Available On Show Summary This week with Martin Bissett, we discover ‘fee structures’. He explains specifically how to grow your fees to obtain a higher premium for your clients.  He talks about the different stages of growing your fee structure to come out winning!  Welcome to Episode 52 of Grow My Accounting Practice! Our Guest  Martin […]

The post Episode 52: Fee Structures with Martin Bissett appeared first on Profit First Professionals.

Also Available On Show Summary This week with Mary Hunt, we discuss health insurance and specifically how health insurance is a significant opportunity to reduce costs in your business. Mary suggests looking outside traditional plans (like Obamacare) and look into private plans that could possibly increase benefits and reduce costs to come out ahead with a more profitable […]

The post Episode 51: how health insurance can reduce costs in your business with Mary Hunt appeared first on Profit First Professionals.

Also Available On Show Summary This week with Barry Moltz, we talk about how to generate prospects through speaking. Barry teaches us how to get speaking engagements, how to prepare for speaking engagements, who to speak to, how to engage the audience, and specifically, how to convert all that effort into generating the best leads […]

The post Episode 50: How to Generate Prospects through Speaking Engagements with Barry Moltz appeared first on Profit First Professionals.

Also Available On Show Summary This week with Ben Robinson, we talked about techniques that generate leads, and how it all starts of with developing your “Unique Selling Proposition” (what is the unique offer you bring to the market and who is in that market?).  After this process, it becomes very clear on how to market your […]

The post Episode 49: How to start generating leads and referrals to your business with Ben Robinson appeared first on Profit First Professionals.

Also Available On Show Summary This week we discover the step by step methodology to set up your email as a marketing tool.  LeeAnn Webster discusses software and methodology practices for developing and collecting a list of prospects, and how to nurture and build that list to make appropriate offers to them.  Welcome to Episode 48 of Grow […]

The post Episode 48: Email Methodology With LeeAnn Marie Webster appeared first on Profit First Professionals.

Also Available On Show Summary This week we talk about the power of videos. Hector Garcia walks us through how he’s created 150 videos in 2 years and attracted premium clients for himself. Additionally he explains the methodology and process you can follow to create your own video series, and stand out in the market. Welcome […]

The post Episode 47: How to Attract Premium Clients ft. Hector Garcia appeared first on Profit First Professionals.

Also Available On Show Summary Today we explore writing a book; you don’t need to be an author writing the next mainstream book or big novel to be in this space. In fact, it’s the small business owners – the bookkeeper and the accountant who have the biggest opportunity. TL James walks us through the […]

The post Episode 46: How Writing Your Own Book Can Change Your business with TL James appeared first on Profit First Professionals.

Also Available On Show Summary This week we discuss the power of client filtering. Jennifer Moore walks us through her step-by-step methodology to find your best clients and to make sure you’re not doing business with bad clients. We also discover why brooms being thrown at people sometimes can spark a business that grows explosively. […]

The post Episode 45: Client Filtering with Jennifer Moore appeared first on Profit First Professionals.

Also Available On Show Summary Today we interview Maureen Weick, owner of a small bookkeeping practice that is moving from a traditional accounting model to a consultative one… and the transition is not easy. Maureen shares her struggles as she tries to move out of the hourly model and some of her plans to do so. In […]

The post Episode 44: Transitioning from Traditional Accounting to Consultative with Maureen Weick appeared first on Profit First Professionals.

Also Available On Show Summary Kirk Bowman shares specific strategies to becoming a value based accounting practice. He gives a powerful way to get started and shows that you don’t just jump all of your clients over to value based pricing – you can do a slow transition; there’s a very specific starting point that […]

The post Episode 43: Transitioning to Value Based Pricing with Kirk Bowman appeared first on Profit First Professionals.

Also Available On Show Summary Raj Bhaskar shares the insights of what his company is developing for entrepreneurs and freelancers. In short, it is a software that is going to manage all their business finances and taxes automatically; this is representative of things to come in the future. As a bookkeeper or accountant you can […]

The post Episode 41: The Technological Wind of Change with Raj Bhaskar appeared first on Profit First Professionals.

Also Available On Show Summary Jim Ford joins Mike Michalowicz, Ron Sahayran, and Chris Curran to discuss the importance of customer loyalty and how you can increase it.  How likely will your clients promote your services? Jim teaches us the net promoter score, which is a simple ranking system for you to determine what clients love you and which […]

The post Episode 40: The Importance of Customer Loyalty with Jim Ford appeared first on Profit First Professionals.

Also Available On Show Summary Whats the difference between a marketing budget and a client acquisition budget? This weeks guest, Ivana Taylor, talks about how you need to allocate money to acquiring a client and not spending money on marketing (there’s a big difference there!). We also discuss one of the most interesting strategies to […]

The post Episode 39: Marketing Budgets and Referrals with Ivana Taylor appeared first on Profit First Professionals.

Also Available On Show Summary The most important determinant of a growing accounting practice is success OR failure. It’s the mindset of you (the owner); do you have an empowering mindset or a defeating mindset? The reality is… we have both! It changes over time, but you have the ability to control and influence it […]

The post Episode 38: How to Have a Confident & Powerful Mindset with Barry Kaplan appeared first on Profit First Professionals.

Also Available On Show Summary Welcome to Episode 37 of Grow My Accounting Practice! Freelance writer, Meggan Robinson, shares the importance of producing content for your website. She also explores the methodology behind producing your own content, including how to generate topics and tools that you may want to use as a writer. If your time […]

The post Episode 37: Website Content and Ghost Writing with Meggan Robinson appeared first on Profit First Professionals.

Also Available On Show Summary Welcome to Episode 36 of Grow My Accounting Practice! Today, Clayton Oates explores the implications of technology on accounting and how you can embrace it to grow your accounting practice – by following certain steps to do so. In this day and age we are truly at a crossroads of accounting, bookkeeping, […]

The post Episode 36: Growth and Technology with Clayton Oates appeared first on Profit First Professionals.

Also Available On Show Summary In this episode, Julie Aydlott shares all as we discuss the Do’s and Don’ts of running a home based practice. There is more than just cost savings… there’s way to ensure your own safety and security, there are methods you should  be following, and there are also great tax benefits […]

The post Episode 35: – Running a Home-based Practice ft. Julie Aydlott appeared first on Profit First Professionals.

Also Available On Show Summary Welcome to Episode 34 of Grow My Accounting Practice! Today Joe Woodard shares the critical concepts behind client retention. Shockingly, introducing your clients to each other may be one of the best ways of retaining your clients; but educating them, as well as regularly introducing new concepts and ideas to them are […]

The post Episode 34: Client Retention with Joe Woodard appeared first on Profit First Professionals.

Also Available On Show Summary Welcome to Episode 33 of Grow My Accounting Practice ft. Mark Wickersham! Today we explore value-based pricing through Mark’s 7-step model; you will discover how to make your offering even more valuable, how to use the concept of payment terms to increase your sale point for your items, how to link […]

The post Episode 33: A Deep Dive into Value-Based Pricing with Mark Wickersham appeared first on Profit First Professionals.