Info

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.
RSS Feed Subscribe in Apple Podcasts
Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
2024
April
March
February
January


2023
December
November
October
September
August
July
June
May
April
March
February
January


2022
December
November
October
September
August
July
June
May
April
March
February
January


2021
December
November
October
September
August
July
June
May
April
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June
May
April
March
February
January


2015
December
November


Categories

All Episodes
Archives
Categories
Now displaying: Category: general
Lori Hardtke: Knowing What You Don't Want 0
Apr 18, 2024

Show Summary

In today's episode of the Grow My Accounting Practice Podcast, we welcome Lori Hardtke, the owner and president of ByteWize, Inc. Lori shares her journey of building a successful MSP business while staying true to her vision and values. She reveals that her motivation stemmed from a clear understanding of what she didn't want in her business: she didn't want to have employees, drive all over town servicing clients, or chase down clients for payments. This awareness of her non-negotiables allowed her to focus on what truly mattered to her.

By prioritizing her lifestyle, personal, and business goals, Lori was able to build a thriving business that aligned with her desires. She emphasizes the importance of knowing what you don't want as a guiding principle in business development. For Lori, this clarity served as a compass, directing her towards the right opportunities and decisions that supported her vision.

Through Lori's story, listeners gain valuable insights into how defining what you don't want can lead to a more focused and purposeful approach to business growth. Her journey serves as an inspiring example of how staying true to oneself and one's values can pave the way for success and fulfillment in entrepreneurship.

 

 

Website:

https://www.profitfirst4msps.com

LinkedIn:

https://www.linkedin.com/in/lorihardtke/

 

Corporate Partner:

Harley Liechty: Distinguishing Yourself in the Business 0
Apr 11, 2024

Show Summary

In today's episode of the Grow My Accounting Practice podcast, we had the pleasure of hosting Harley Liechty, the CEO and Founder of Get Better Bookkeeping. Harley shared valuable insights into the journey of his firm's growth and the key factors that have contributed to its success. He discussed the challenges faced during the initial stages of growth, highlighting the importance of overcoming obstacles and learning from mistakes to drive progress.

Harley also elaborated on the strategies and approaches adopted by Get Better Bookkeeping that have propelled its rapid growth, positioning it as one of the fastest-growing firms in the industry. He emphasized the unique value propositions and distinctions that set Get Better Bookkeeping apart from competitors, underscoring the significance of providing exceptional service and value to clients. Additionally, Harley delved into the importance of clearly defining and communicating the value proposition of the firm, emphasizing the impact it has on attracting and retaining clients.

Looking ahead, Harley provided insights into the future direction of Get Better Bookkeeping, outlining ambitious plans and goals for the company's growth and expansion in 2024. His expertise and experiences offered invaluable lessons for accounting professionals seeking to navigate challenges, differentiate their firms, and drive sustainable growth in the competitive landscape of the industry.

 

 

Website:

www.GetBetterBookkeeping.com

 

Corporate Partner:

Kathy Dise: Budgeting Strategies 0
Apr 4, 2024

Show Summary

In today's episode of the Grow My Accounting Practice Podcast, we're thrilled to welcome Kathy Dise, the founder of BudgetEase, to share her insights on financial management strategies. Kathy emphasizes the critical importance of conducting monthly meetings with clients to ensure ongoing success. These regular check-ins provide an opportunity to review financial performance, address any concerns, and set goals for the future. By fostering open communication and collaboration, Kathy believes businesses can achieve greater clarity and control over their finances.

Cash sustainability emerges as a central theme in Kathy's discussion, highlighting what it truly takes to maintain a healthy cash flow. With BudgetEase's expertise, businesses can develop effective budgeting strategies tailored to their unique needs and goals. Kathy emphasizes the significance of proactive cash management to mitigate risks and seize opportunities for growth. Through BudgetEase's comprehensive approach, businesses can achieve greater financial stability and resilience in today's dynamic market.

Moreover, Kathy delves into the importance of efficient accounts receivable management, revealing how BudgetEase has streamlined processes to shorten payment cycles dramatically. By reducing days to pay to just seven, businesses can improve cash flow and liquidity, facilitating smoother operations and sustained growth. Additionally, Kathy touches on the significance of project management, sharing how BudgetEase has optimized workflows to enhance service delivery. By focusing on efficiency and quality, BudgetEase ensures clients receive superior support and value, setting them apart in the competitive landscape.

 

Youtube:

https://www.youtube.com/@BudgetEase/videos

LinkedIn:

https://www.linkedin.com/company/budgetease/

 

Corporate Partner:

10 Years of Profit First: A Special GMAP Anniversary Episode 0
Mar 28, 2024

Show Summary

In today's episode of the Grow My Accounting Practice podcast, we have a special treat for our listeners. The hosts themselves, Mike Michalowicz, author of the renowned book Profit First and Co-Founder of Profit First Professionals, and Ron Saharyan, Managing Director and Co-Founder of Profit First Professionals, alongside our wonderful PFP Guide, Liz Szporn, will be leading the discussion. Join us as we celebrate Profit First's 10th anniversary this year and reflect on its remarkable journey over the past decade.

During this episode, the hosts will provide exclusive insights into the inner workings of Profit First Professionals, offering listeners a unique glimpse into the world of Profit First. From insightful anecdotes to valuable lessons learned, this episode promises to be an engaging exploration of Profit First's evolution.

Furthermore, the hosts will take us on a nostalgic journey back to the beginnings of Profit First Professionals. From humble origins to remarkable achievements, this episode offers a captivating narrative of growth and transformation. Join us as we commemorate a decade of Profit First and its profound impact on businesses worldwide.

 

Website:
https://profitfirstprofessionals.com/

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

LinkedIn:
https://www.linkedin.com/company/profit-first-professionals/

Instagram:
@proud_to_be_profitable

Twitter:
@profitfirstpros

TikTok:
https://www.tiktok.com/@profitfirstpros

 

Corporate Partner:

Maddie Craig: Building the Brand of YOU 0
Mar 21, 2024

Show Summary

In today's episode of the Grow My Accounting Practice Podcast, we're thrilled to welcome Maddie Craig, the founder of Blue Cypher Bookkeeping, as our special guest. Maddie shares invaluable insights on being the ultimate brand ambassador for your business, emphasizing the importance of exuding confidence and pride in what you do. She highlights the significance of knowing your own limits and strategically navigating networking opportunities to maximize impact when it matters most. Furthermore, Maddie stresses the importance of bringing value first, establishing trust as an expert rather than adopting a sales-centric approach. She encourages listeners not to settle for less than they deserve, urging them to be selective in their partnerships and clients, just as they would in dating. Lastly, Maddie offers empowering advice on embracing authenticity and resilience in the face of criticism or rejection, reminding us that staying true to ourselves is key to long-term success. Tune in for an episode packed with actionable strategies and inspiration!

 

Website:
https://www.bluecypherbooks.com/

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

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

 

Corporate Partner:

Jonathan Bello: How to Build Strong Accounting and Bookkeeping Teams 0
Mar 14, 2024

Show Summary

In today's episode of the Grow My Accounting Practice Podcast, we are joined by Jonathan Bello, the Founder/CEO and Principal Accountant of One 8 Solutions. Jonathan shares invaluable insights into building a successful team through effective hiring and onboarding strategies.

Firstly, Jonathan delves into the hiring talent roadmap, emphasizing the importance of outlining clear objectives and expectations when bringing new talent on board. He discusses the significance of aligning hiring decisions with the company's long-term goals and culture, ensuring a cohesive and motivated team.

Next, Jonathan highlights the crucial role of technology in their hiring process. He elaborates on how leveraging the right tools and systems streamlines recruitment efforts, enhances candidate experience, and ultimately contributes to building a high-performing team. Additionally, Jonathan underscores the importance of staying updated on emerging technologies to remain competitive in the recruitment landscape.

Finally, Jonathan sheds light on their comprehensive approach to onboarding, going beyond mere tool familiarization. He emphasizes the importance of stretching comfort zones, providing ongoing training and coaching, and fostering a culture of growth and collaboration within the team. Jonathan's insights offer actionable strategies for firms looking to optimize their hiring and onboarding processes for sustained success.

 

Website: 
https://one8solutions.com

LinkedIn: 
https://www.linkedin.com/company/one-8-solutions

Facebook: 
https://www.facebook.com/One8Solutions 

Twitter: 
https://twitter.com/one8solutions 

Instagram: 
https://www.instagram.com/one8llc

 

Corporate Partner:

April Stroink: A Coaching Journey of Resilience and Success 0
Mar 8, 2024

Show Summary

In today's episode of the Grow My Accounting Practice podcast, we have the privilege of hosting April Stroink, whose journey from what she describes as her worst year to possibly her best year in coaching is nothing short of inspiring. April's resilience and determination have shaped a compelling narrative that we believe holds valuable lessons for our audience.

Throughout the episode, April delves into the challenges she faced, shedding light on the mental health toll on cash flow and self-worth during difficult times. She candidly discusses the importance of staying the course even when circumstances appear bleak and shares personal insights on taking her own advice. April highlights the significance of diversifying income sources and emphasizes the commitment to showing up, even on days when motivation is lacking.

Listeners can expect to gain valuable insights into the strategies April employed to overcome challenges, providing a roadmap for those navigating their own entrepreneurial journeys. Her story serves as a beacon of hope, demonstrating that with determination and the right mindset, even the toughest times can lead to unprecedented success in the coaching field.

Join us as we explore April's transformative journey and uncover the key elements that have contributed to her remarkable turnaround in today's episode.

 

Website:
aprilstroink.ca

 

Corporate Partner:

Sarah Webb: Working with Licensed Professionals 0
Mar 1, 2024

Show Summary

In today's insightful episode of the "Grow My Accounting Practice Podcast," we welcome Sarah Webb, who sheds light on strategic approaches to targeting licensed professionals. Sarah delves into her experience and expertise, addressing key questions like, "How did she successfully target licensed professionals?" Listeners can expect to gain valuable insights into the unique characteristics that set attorneys and doctors apart in the business landscape. Sarah explores the intricacies of working with private medical practices, sharing trends she has observed and offering practical advice on navigating this specialized sector.

Sarah Webb doesn't stop there – she shares her wealth of knowledge on what truly makes licensed professionals, including doctors and attorneys, successful in their practices. Through engaging anecdotes and real-world examples, Sarah provides listeners with actionable strategies and a deeper understanding of the dynamics that contribute to the success of professionals in these specialized fields. Whether you're an accountant looking to expand your client base or a licensed professional seeking to enhance your business acumen, this episode is a must-listen for anyone aiming to thrive in the unique realm of licensed professions.

Join us for an enriching conversation as Sarah Webb shares her expertise, providing listeners with practical takeaways and a fresh perspective on navigating the intricacies of accounting for licensed professionals. Don't miss out on the latest episode of the "Grow My Accounting Practice Podcast" – your go-to resource for insights into growing and optimizing accounting practices.

 

LinkedIn:
https://www.linkedin.com/company/webb-cfo/

 

Corporate Partner:

Andrew Berg: Journey to Modern Accounting Firm 0
Feb 22, 2024

Show Summary

In today's episode of the Grow My Accounting Practice Podcast, we have the privilege of hosting Andrew Berg, CPA, the managing member of Berg Advisors and Lightyear Business Advisors. A trailblazer in the industry, Andrew shares valuable insights into the transformative decisions his firm made, notably abandoning the time-tracking model many years ago. Instead, Berg Advisors now operates on a 100% value billing system, coupled with a robust capacity and utilization management framework. Andrew delves into their innovative pricing model, designed for high profitability, and an efficiency plan that streamlines their operations.

One key takeaway from the episode is Andrew's perspective on model clients – a concept applied at Berg Advisors despite not working within a specific niche. Andrew emphasizes the importance of creating free time and fostering the right mindset for change, shedding light on the technologies his firm utilizes to enhance efficiencies. Notably, Berg Advisors operates as a 100% virtual firm, boasting overseas employees. Andrew also discusses the firm's evolution into becoming advisors for their clients, sharing the journey of aligning their services with the evolving needs of their clientele.

In the final segment, Andrew Berg provides a glimpse into the future of accounting practices, offering valuable insights for firms looking to stay ahead in the ever-changing landscape. Today's episode is a masterclass in strategic shifts, profitability models, and the mindset required to thrive as an accounting professional in the modern age. Tune in for a wealth of knowledge and actionable strategies to elevate your accounting practice.

 

Facebook:

https://www.facebook.com/andrew.berg.756

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

Twitter:
https://twitter.com/bergcpa

Instagram:
Instagram - andrewbergcpa

Corporate Partner:

Elaine Pofeldt: Building a Million-Dollar, One-Person Business 0
Feb 15, 2024

Show Summary

Elaine Pofeldt takes center stage on the Grow My Accounting Practice Podcast, shedding light on the intriguing trend of individuals crafting million-dollar, one-person businesses. Throughout the episode, Pofeldt explores the diverse industries where these businesses thrive, offering insights into the unique challenges and opportunities within each sector. The conversation uncovers commonalities binding these successful ventures, highlighting key factors contributing to their financial milestones.

The interview seamlessly transitions to the pivotal role of profitability in shaping the trajectory of million-dollar, one-person enterprises, emphasizing the strategic financial decisions driving their success. Pofeldt provides a sneak peek into her latest book, "Tiny Business, Big Money," offering listeners a glimpse into the world of employer businesses achieving seven-figure revenue with minimal staffing. The show notes promise an in-depth exploration of the efficiency and revenue-generating mechanisms of these unique businesses, leaving the audience eager to unravel the secrets behind their accomplishments.

Elaine Pofeldt's engaging presence on the podcast ensures a captivating exploration of the unconventional landscape of solo entrepreneurship. Listeners can expect practical insights and anecdotes that illuminate the potential for substantial financial success in the realm of million-dollar, one-person businesses. The episode stands as a valuable resource for both aspiring and seasoned entrepreneurs, providing a rich tapestry of experiences and expertise in the evolving world of small-scale, high-impact enterprises.

 

LinkedIn:

https://www.linkedin.com/in/elainepofeldt/

Corporate Partner:

Deanna Zubrickas: Relay's New Partner Program 0
Feb 8, 2024

Show Summary

In today's episode of the Grow My Accounting Practice Podcast, we have a special guest, Deanna Zubrickas, from Relay, a dynamic platform dedicated to fostering effective relationships between small business owners and their advisors. Initially launched as a banking platform exclusively for accountants and bookkeepers, Relay has evolved significantly over time. Our guest, Deanna, will walk us through this transformation, shedding light on how Relay has expanded beyond its initial scope and become something much more impactful.

One significant development in 2021 was the launch of Relay's Partner Program, aimed at providing robust support to firms, offering powerful tools, and delivering lasting incentives for those partnering with Relay. Today, Deanna will share exciting news about the relaunch of the Partner Program, highlighting the strengthened benefits and the reinvestment back into the financial advisor community. Additionally, Relay is unveiling a new directory of financial advisors on their platform, providing small and medium-sized businesses the ability to search for specific advisors based on industry, niche, or location.

Join us as we delve into the evolution of Relay, the enhanced Partner Program, and the creation of a directory that will empower businesses to find the right financial advisor for their unique needs. Don't miss this insightful episode with Deanna Zubrickas, where we explore how Relay continues to innovate and support the growth of accounting practices.

 

Website:

www.profitfirstprofessionals.com/relay/

Instagram:

https://www.instagram.com/bankwithrelay/

Twitter:

https://twitter.com/bankwithrelay

LinkedIn:

https://linkedin.com/company/bankwithrelay

Facebook:

https://www.facebook.com/bankwithrelay

 

Corporate Partner:

Sue Fulmer: How My Experience at PFP Sets It Apart from My Previous Workplace 0
Feb 1, 2024

Show Summary

In this episode of the Grow My Accounting Practice Podcast, we have a special guest, Sue Fulmer, who currently serves as Ron Saharyan's assistant at the Profit First Professionals Homebase team. Sue delves into her professional background, sharing insights into her significant role during her 17-year tenure at Mars, Inc. As she reflects on her journey, Sue draws comparisons between the corporate culture at Mars and the distinctive environment at Profit First Professionals.

Throughout the podcast, Sue provides valuable perspectives on her experiences, highlighting the contrasts between her initial career and her current role within the Profit First framework. Listeners gain unique insights into Sue's relationship with Ron Saharyan, exploring the dynamics of their professional collaboration and the special qualities that make working at Profit First truly stand out for her. Tune in to discover the secrets behind Sue Fulmer's journey and the distinctive aspects that define her experience at Profit First.

 

Website:

www.profitfirstprofessionals.com

Email Addresses:

sue@profitfirstprofessionals.com

 

Corporate Partner:

Hope Blankenship: Small Business Growth and Entrepreneurial Story 0
Jan 25, 2024

Show Summary

In today's episode of the Grow My Accounting Practice Podcast, we have the pleasure of hosting Hope Blankenship, the founder of To the Rescue Bookkeeping. Hope shares her insights on the age-old question for entrepreneurs – does work-life balance truly exist for bookkeepers? As a seasoned professional in the field, Hope dives into the intricacies of balancing the demands of entrepreneurship with a fulfilling personal life.

One of the key highlights of our conversation centers around what makes To the Rescue Bookkeeping unique in the competitive landscape. Hope sheds light on the distinctive aspects of her business model, emphasizing the importance of ethical practices and how she became a certified fraud examiner to set her services apart. She also discusses the challenges and triumphs of moving her bookkeeping business across the country, sharing valuable lessons for those considering a similar leap.

As a bookkeeping entrepreneur who started solo and evolved into a manager, Hope Blankenship reflects on the essential qualities needed to thrive in the field. From managing growth to overcoming challenges, she provides valuable insights for aspiring bookkeepers looking to build their own successful ventures. Tune in to this episode for a deep dive into the unique journey of Hope Blankenship and To the Rescue Bookkeeping.

 

Website:

totherescuebookkeeping.com

Email Addresses:

@TOTHERESCUEBOOKKEEPING

 

Corporate Partner:

Stacey Seguin: Redefining Rules in Life 0
Jan 18, 2024

Show Summary

In today's episode of the Grow My Accounting Practice podcast, we dive deep into the transformative journey of Stacey Seguin, a Mastery Certified Profit First Professional. Stacey shares her profound insights on discovering life's purpose and the pivotal role it plays in shaping a successful accounting practice. Through engaging anecdotes, she emphasizes that the choice to view struggle as an opportunity, rather than a hindrance, is key to unlocking personal and professional growth.

The episode unfolds with Stacey unveiling crucial turning points in her life, urging listeners to abandon the quest for understanding why certain challenges arise and instead focus on defining what they truly want. She advocates for a mindset shift by encouraging entrepreneurs to change their rules and embrace the freedom that comes with choosing their path. Stacey also delves into the question of staying committed to one's chosen path, guiding listeners on how to make it work by aligning actions with aspirations.

As the episode progresses, Stacey explores the intricacies of forging partnerships. Drawing parallels to a puzzle, she describes the harmonious locking of pieces into place, creating a clear and coherent picture. Listeners gain valuable insights into navigating the dynamics of partnerships, making informed decisions, and ensuring that each puzzle piece contributes seamlessly to the overall success of their accounting practices. Join us for this enriching conversation with Stacey Seguin as she shares her wisdom on purpose, resilience, and the art of building a thriving accounting practice.

 

Website:

www.ohmyroi.com

Email Addresses:

stacey@ohmyroi.com
mike@ohmyroi.com

 

Corporate Partner:

Dan Richards: PracticeWIN 0
Jan 11, 2024

Show Summary

In today's insightful episode of the Grow My Accounting Practice podcast, we are thrilled to have Dan Richards, the Commercial Director of MyFirmsApp, sharing his insights. Dan emphasizes the crucial need for everyone in the accounting profession to be on the education and nurturing journey, fostering a rising tide effect in the industry.

Dan discusses the challenge of finding quality content, especially new material from trustworthy and experienced authors. The conversation unfolds the significance of a shared resource library, providing convenient access to valuable content for professionals juggling busy work and life schedules.

The episode also explores the pervasive failure-to-implement challenge faced by every firm. Dan stresses the importance of raising awareness among the entire team, not just the decision-makers, to effectively address this challenge. Recognizing Continuous Professional Development (CPD) as essential for everyone, Dan proposes a simplified approach to make CPD a seamless and beneficial aspect of every professional's journey. Today's episode offers valuable insights into navigating these challenges and fostering continuous improvement in the accounting profession.

 

Website:

www.practicewin.com

Corporate Partner:

Stacy Herman Lang: Acquiring a Book of Business 0
Jan 4, 2024

Show Summary

In this episode of the Grow My Accounting Practice podcast, we're joined by Stacy Lang, a highly experienced Certified Public Accountant and Mastery Level Certified Profit First Professional based in Phoenix. With over two decades in the field, Stacy unveils the origins of her business, sharing key moments that laid the groundwork for her success.

A distinctive feature of Stacy's practice is her niche focus on serving educators. She delves into the strategic decision behind this specialization, offering insights into the unique challenges and opportunities it presents in the accounting landscape.

Stacy takes us behind the scenes of her business expansion journey, discussing the pivotal decision to pursue an acquisition. She candidly shares the successes and challenges encountered during this process, providing listeners with valuable takeaways. In the final segment, Stacy reflects on her experiences, offering insights into what she would do differently if given the chance, providing a roadmap for others in the accounting profession. Tune in to gain wisdom from Stacy Lang's remarkable journey in the accounting world.

 

Website:

www.langaccountingservices.com

Facebook:

https://www.facebook.com/langaccountingservices

LinkedIn:

https://www.linkedin.com/in/stacy-herman-lang-cpa-7677771/

Instagram:

https://www.instagram.com/langaccounting/

 

Corporate Partner:

Val Duvick: Bringing Profit to the Creative Space 0
Dec 28, 2023

Show Summary

In today's episode of the Grow My Accounting Practice podcast, we are excited to welcome Val Duvick, a seasoned wedding photographer turned business coach and certified Profit First Professional specializing in female creatives. With a unique perspective and unconventional, life-centered business strategies, Val challenges the notion that creatives struggle with numbers and math. She speaks the creative language fluently and passionately believes that even artistic minds can take control of their money and time.

Val shares her personal journey in the episode, revealing how the Profit First methodology became a transformative force in her life and business. This segment serves as an inspirational testimony to the impact of strategic financial management on creative entrepreneurs.

Moving on, Val delves into why traditional accounting can feel like a foreign language to creative entrepreneurs but emphasizes how Profit First provides a manageable and relatable approach. By breaking down barriers and simplifying financial concepts, Val empowers creatives to embrace financial control without feeling overwhelmed.

The episode further explores the profound connection between money management and achieving a healthy work/life balance. Val sheds light on how the way we handle our finances directly influences our ability to create harmony between our professional and personal lives.

Closing the episode, Val offers insights on how accountants can better serve their creative clients. By understanding the unique challenges faced by creatives in the financial realm, accountants can tailor their services to support their clients' specific needs. Val's expertise provides a valuable guide for both creatives seeking financial empowerment and accountants aiming to enhance their support for this dynamic sector.

 

Website:

www.valmarlene.com/shop
creativeincomecure.valmarlene.com

Instagram:

www.instagram.com/val_marlene_creative

 

Corporate Partner:

Melissa Lynn Miranda, CPA: 2023 Top 50 Woodard Accounting Firm 0
Dec 21, 2023

Show Summary

In this episode of the Grow My Accounting Practice Podcast, we welcome Melissa Lynn Miranda, CPA, founder of Step By Step Accounting—a fully virtual and teaching-oriented accounting and advisory firm recently recognized as a Top 50 Woodard Accounting Firm. Melissa shares invaluable insights on building a systematized business that doesn't solely depend on the business owner. She emphasizes the importance of starting with the end in mind when structuring an accounting firm, providing practical advice for long-term success.

The conversation delves into the crucial topic of entrepreneurial mental health, shedding light on the challenges many business owners face and offering strategies to maintain a healthy mindset. Melissa also explores how effective communication skills play a pivotal role in guiding clients step by step through their financial journey. Tune in to gain actionable tips and a fresh perspective on creating a sustainable and client-centric accounting practice.

Join us as we learn from Melissa's expertise and discover innovative approaches to enhance both business operations and client relationships in the accounting world.

 

Website:

https://linktr.ee/stepbystepaccounting

Corporate Partner:

Nicole Bendig-Lamb: Baking Your Way To The Top: How to Start & Grow Your Own Home-Based Baking Business 0
Dec 14, 2023

Show Summary

In this riveting episode of the "Grow My Accounting Practice Podcast," we are joined by Nicole Bendig-Lamb, the innovative force behind Snarky Sweet Cake Chick, LLC. Nicole takes us through her entrepreneurial odyssey, underscoring the transformative impact of Profit First and the Pumpkin Plan on her flourishing home-based business. Her story unfolds as a testament to the profound mindset shifts and strategic approaches that have propelled her to remarkable success.

Nicole's unconventional approach to training her "competitors" sparks curiosity and challenges traditional business paradigms. She shares insights into the collaborative spirit that underpins her decision, shedding light on the unexpected benefits of fostering a supportive community within her industry. The episode delves into the power of collaboration over competition, emphasizing the collective growth that arises from a shared commitment to excellence.

The conversation further unravels Nicole's motivation behind penning her book, "Baking Your Way To Top: How to Start & Grow Your Own Home-Based Baking Business." By distilling her experiences into a comprehensive guide, Nicole aims to empower aspiring entrepreneurs in the home-based baking niche. Her commitment to transparency shines through as she candidly discusses her pitfalls and mistakes, offering invaluable lessons that resonate with anyone navigating the intricate landscape of entrepreneurship. Tune in for a captivating exploration of Nicole's entrepreneurial journey and gain practical insights for your own business endeavors.

 

Website:

https://cakebusinessschool.com/HomePage

Corporate Partner:

John Drawdy & Kristen Griffin: Profit First in a Larger Business 0
Dec 7, 2023

Show Summary

In this episode, we are joined by two exceptional guests, John Drawdy, a seasoned Profit First Professional and the owner of Paragon, along with Kristen Griffin, also from Paragon. The focus of today's discussion revolves around the application of Profit First principles in a larger business setting.

John and Kristen kick off the conversation by sharing their own Profit First victories, shedding light on how implementing this revolutionary financial approach has positively impacted their business, Paragon. They delve into the tangible benefits they've experienced firsthand, illustrating the transformative power of Profit First in optimizing cash flow and fostering financial health.

The discussion seamlessly transitions to Profit First victories for clients, with John and Kristen providing compelling examples of how the methodology has empowered their clients to achieve financial success. The real-world success stories shared in this episode serve as inspiration for accounting professionals seeking to integrate Profit First into their service offerings.

Firm goals take center stage as John and Kristen elaborate on incorporating Profit First into the overarching objectives of their practice. They discuss the synergy between Profit First principles and the strategic goals of a firm, emphasizing how this alignment can supercharge growth and sustainability.

Delegating is a crucial aspect of any business, and John and Kristen share their insights on how to effectively delegate tasks within the framework of Profit First. They provide practical advice on optimizing team efficiency while maintaining a Profit First mindset.

The episode concludes with a deep dive into incentive pay for production teams, exploring how aligning financial incentives with Profit First principles can drive motivation and enhance overall team performance. This episode is a must-listen for accounting professionals aiming to leverage Profit First in a larger business context and seeking actionable strategies for success. Tune in for a wealth of knowledge and practical tips from these Profit First experts at Paragon.

 

Website:

www.paragonat.com

Corporate Partner:

Judie McCarthy: Process Documentation and Workflow Development For Your Practice 0
Nov 30, 2023

Show Summary

In this episode of the Grow My Accounting Practice Podcast, we have Judie McCarthy, the Co-founder of Client Hub and CEO and Founder of Think Leader Consulting as our guest. The conversation delves into the pivotal role of process and procedure development in achieving scalability within accounting practices.

Judie begins by emphasizing the critical importance of robust processes for scalability. She articulates why having a well-defined structure in place is key to handling growth efficiently and ensuring consistent service delivery. The discussion then shifts to the notion that it's never too early to embark on the journey of process development. Judie underscores the proactive approach of initiating these procedures early, highlighting the long-term benefits they bring to the table.

The podcast also explores the pragmatic choice between implementing a solution and attempting to reinvent the wheel. Judie shares insights on the efficiencies gained by adopting existing solutions, emphasizing the value of time and resources saved. The conversation takes a deeper dive into the integral role client actions play in shaping an accounting workflow. Judie sheds light on how understanding and incorporating client dynamics contribute to a more streamlined and effective practice.

Finally, the spotlight turns to Client Hub and what sets it apart from the competition. Judie elucidates the unique features and functionalities that make Client Hub a standout choice for accounting professionals. Whether it's enhanced client communication, seamless workflow integration, or a user-friendly interface, Client Hub is positioned as a game-changer in the competitive landscape. Tune in to this enlightening episode for a masterclass on the significance of process development and a closer look at what makes Client Hub stand out in the accounting industry.

 

LinkedIn:

https://www.linkedin.com/in/judiemccarthy

Twitter:

https://twitter.com/Judie_McCarthy

Dropbox:

https://www.dropbox.com/s/4f7p8zmml07uw7k/JudieThinker.jpg?dl=0

Corporate Partner:

Lori Mercaldi: Transitioning From Compliance to Profit First Consulting 0
Nov 23, 2023

Show Summary

On today's episode of the Grow My Accounting Practice Podcast, we're joined by Lori Mercaldi, owner of Financial Tally. Lori discusses her business transition to advisory services, highlighting the intrinsic value it brings to both clients and the overall trajectory of Financial Tally. She challenges the perception that one can be "too old" to pivot in business, sharing her own journey as a testament to the transformative power of embracing change.

Lori delves into the implementation of the Profit First methodology, outlining its benefits for her business and its pivotal role in fostering financial health for her clients. This strategic financial approach becomes a cornerstone of her advisory services, emphasizing sustainable growth and prosperity.

Beyond business strategy, Lori shares insights into rebranding efforts through effective networking and marketing, with a focus on leveraging LinkedIn for authentic connections. She also discusses the art of designing a "work optional" lifestyle for herself and her clients, offering practical guidance on shaping businesses that align with desired lifestyles, emphasizing flexibility and balance. Tune in for Lori Mercaldi's inspiring journey, filled with valuable insights for entrepreneurs looking to transform their businesses and lives.

 

Website:
https://financialtally.com/

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

 

Corporate Partner:

Lou Clarke: The Energetics of Money 0
Nov 16, 2023

Show Summary

In this episode of Grow My Accounting Practice Podcast, our guest is the incredible Lou Clarke, delving into enlightening topics that are sure to spark your interest. Lou explores the fascinating interplay between energy and financial flow, providing insights into how our mindset influences our relationship with money. Unpacking the dynamics of feminine and masculine energies in the financial realm, Lou sheds light on how embracing both can lead to a more holistic and empowered approach to money management. She also shares valuable strategies on leveraging digital products and affordable offers as powerful tools for business growth, providing a roadmap for entrepreneurs to thrive in the digital landscape. Additionally, Lou discusses the essential elements of the confidence code in the financial sector, offering insights to empower professionals in navigating challenges and building unwavering confidence. Emphasizing the transformative power of movement, Lou illustrates how taking action propels momentum, fostering growth and success in both personal and professional spheres.

Tune in to this episode for a journey through the energetic, strategic, and empowering aspects of financial wisdom with Lou Clarke.

 

Website:
www.thelouclarke.com

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

 

Corporate Partner:

Cheri D. Andrews, Esq: Legal Aspects of Running a Business Properly 0
Nov 9, 2023

Show Summary

In this episode of the Grow My Accounting Practice Podcast, Cheri Andrews, Esq, illuminates key aspects crucial for establishing and managing a business entity. She emphasizes the critical nature of creating a separate legal entity for businesses, outlining its impact on various business facets.

Cheri discusses the importance of assembling a proficient team with advisors who specialize in complementing one's areas of expertise. Staying within one's "zone of genius" is highlighted as essential for business success. She underscores the significance of contractual agreements and engagement letters, detailing their role in defining relationships and minimizing risks in business dealings.

Additionally, Cheri delves into the compliance requirements for email and website marketing. She elucidates the legal obligations businesses need to heed when engaging in marketing through these platforms. Protecting business names and avoiding potential rebranding concerns was also an area of focus, guiding listeners on strategies to safeguard business identities effectively.

This episode is a rich source of legal insights, offering actionable advice for accounting professionals and business owners navigating the complex realm of business operations and legal compliance. The content covers vital legal considerations fundamental for fostering business success and compliance.

 

Website:
www.cheriandrews.com

Facebook Business Page:
https://www.facebook.com/yoursmallbusinessattorney

Facebook Group:
https://www.facebook.com/groups/sbletstalklegal

LinkedIn:
https://www.linkedin.com/in/cheri-andrews

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

The Wise Owl Academy:
https://www.cheriandrews.com/academy/

Corporate Partner:

David Cristello: Recurring Client Management (RCM) System for Accounting Firm Owners 0
Nov 3, 2023

Show Summary

In today's episode of the Grow My Accounting Practice Podcast, we have David Cristello, the Founder & CEO of Jetpack Workflow, as our esteemed guest. David delves into the concept and functioning of Recurring Client Management (RCM) Systems, shedding light on what it entails and how it operates. He emphasizes the importance of evaluating workflow platforms that suit different business needs, guiding listeners on the criteria for choosing the most appropriate technology for their entities.

Drawing from his role as CEO of a software development company, David shares insights on staying abreast of cutting-edge technology and the methodologies behind selecting the right technology to build applications. Additionally, he elaborates on the strategic decision to collaborate with Profit First Professionals, outlining the unique benefits and value that his partnership brings to our membership.

This episode promises a deep dive into Recurring Client Management Systems, technology evaluation strategies, and the significance of partnerships in enhancing business practices. David's expertise and perspective will provide invaluable insights for accounting professionals and business owners seeking effective workflow solutions.

 

Website:
jetpackworkflow.co

LinkedIn:
https://www.linkedin.com/company/jetpackworkflow/

Twitter:
https://twitter.com/jetpackworkflow

Facebook:
https://web.facebook.com/jetpackworkflow

 

Corporate Partner:

1 2 3 4 5 6 7 Next » 15
©Copyright 202 Mike Michalowicz. All Rights Reserved.