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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.
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
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Now displaying: Page 5
Jan 5, 2023

Show Summary

In this episode, Lee shares with us how to address changes in buyer's behavior and how to engage in critical key audiences. He also answers the question about referrals being a sustainable marketing strategy.

 

Website:

https://hingemarketing.com/

Corporate Partner:

Dec 29, 2022

Show Summary

Breathing is the first thing coming into this world and the last thing we do when we leave. We take about 600 million to a billion breaths in a lifetime and don't even think about it.

In this episode, Reis shares with us the reason why we should pay attention to our breathing. It is a vital tool to not only stay alive but also regulate our nervous system. There's a different way to breathe that's correlated to the state we're in at the moment. Reis teaches us how to breathe for the state we want to breathe in.

Reis also shares some tips for the best breathing practices before a sales call, presentation, or anything that could lead you to an anxious or nervous state in your workplace.

Check out their website and have an expert help you with your breathwork.

 

Website:

ourbreathcollective.com

reispaluso.com

Instagram:

@ourbreathcollective

@reispaluso

Corporate Partner:

Dec 22, 2022

Show Summary

In this episode, Geraldine explains what invisible demand means and how to create and capture it.

She also shares with us the following points related to creating an invisible demand:

  1. value of your services
  2. undercharge relative to the value
  3. always be creating demand, even when you are full 
  4. limit supply
  5. focus on creating 100% results for 100% of your clients and take 100% responsibility for all the things within your control

More great insights from Geraldine when you listen to this episode of Grow My Accounting Practice podcast.

 

Website:

https://geraldinecarter.com/

Corporate Partner:

Dec 15, 2022

Show Summary

In this episode, Tara shares a quick roadmap of processing a credit card and how the funds arrive at the merchant's bank. And also the most popular ways of processing and programs earning more popularity.

Tara also discusses what makes an outstanding sales agent or trusted advisor in the credit card processing industry. They not only look at a statement and quote to reduce quotes, but agents also take time to understand the business, its pain points, and needs.

There are also some misleading practices within the credit card processing industry which Tara explains how to avoid.

Tara has solutions to help streamline business processes, a solution that instantly syncs credit card transactions with Quickbooks.

 

Website:

https://cardconnect.com/

Email Address:

tcannon@cardconnectpartners.com

Corporate Partner:

Dec 8, 2022

Show Summary

In this episode, Shaily talks about the thing most accountants neglect but value at the same time. She figures a lot of listeners get their business by word of mouth. But the reality is that they are not staying in touch with their past clients and referral network. It's the most significant missed opportunity.

Shaily also believes that the outsourcing part sounds like it will be huge. If one has a firm, they don't want to do their marketing. But if they don't know who to hire, they will miss out on the real benefit of outsourced help.

One of the things to note in this episode is how to hook your audience from the very beginning, especially in doing social media posts. Get them to click the "see more button."

 

Website:

https://www.yoursocialmediasherpa.com/

Facebook:

https://www.facebook.com/hakimian45

LinkedIn:

https://www.linkedin.com/in/hakimian45/

Instagram:

https://www.instagram.com/hakimian45/

Twitter:

https://twitter.com/intent/user?screen_name=hakimian45

Youtube:

https://www.youtube.com/channel/UCsbk3e9sGJe7AK8hBhTmj8A?sub_confirmation=1

Tiktok:

https://www.tiktok.com/@hakimian45/

Corporate Partner:

Dec 1, 2022

Show Summary

A brand is forced, and that's not what we want. We want to make a choice. Think of yourself as having a tattoo. Having a tattoo is a choice. It's something you've chosen to express yourself that is relevant to you.

In this episode, Clint shares with us the established way to rebuild a brand. He gives us ideas on what are some of the steps to take to reframe our brand and how to get people to tattoo us on them.

Everything will lead down to finding a niche. Clint stresses in this episode to start finding a niche, and explore what you're good at in the market to be able to rebuild your brand.

Learn more about Clint's unique approach to business building and smart growth.

 

Website:

www.tattoosnotbrands.com

Instagram:

https://www.instagram.com/tattoosnotbrands/

Amazon:

https://www.amazon.com/Tattoos-Not-Brands-Entrepreneurs-Marketing

Corporate Partner:

Nov 24, 2022

Show Summary

Having a remote team is a HOT topic right now.

In this episode, Jason Snider shares his experiences hiring a remote team. From the advantages of having a bigger pool of access to applicants to build a team to the cons or downsides of working with them remotely.

In addition to that, he also discusses the common mistakes people make in hiring offshore or remote employees. He talks about the myths and reality of saving more costs from hiring offshore.

If you are searching for skilled offshore employees from different parts of the world to be a part of your company, start with understanding the offer of what you need before you seek out to fulfill something.

 

Website:

http://aspyradvisors.co/

LinkedIn:

https://www.linkedin.com/company/aspyr-advisors/

https://www.linkedin.com/in/jasons25818212

Corporate Partner:

Nov 17, 2022

Show Summary

Niching matters and figuring out your "Why?".

In this episode, Li Hayes shares with us why speaking helps us in our businesses and what various speaking opportunities there are. She also gives us pieces of advice on how to get into the speaking business.

When speaking, you have to think if you are getting value from an event. It is a great way to affirm authority just by speaking in front of people that may have been using your services so they can verify that they're working with the right person.

 

Website:

pathtothemainstage.com

LinkedIn:

https://www.linkedin.com/in/li-hayes/

Corporate Partner:

Nov 10, 2022

Show Summary

In this episode, Silvia shares her personal story and how she helps her clients based on the experiences she went through as an immigrant. She emphasizes that it is significant to empathize, know, and validate people's experiences and truly understand where they are, where they are coming from, and where they want to go.


She believes that there are still a lot of opportunities for immigrants in America because of the skills they can bring in that would benefit the country.

 

Website:

https://smgbusinessservices.com

LinkedIn:

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

Facebook:

https://www.facebook.com/smgbusinessservices

Instagram:

https://www.instagram.com/smgbusinessservices/

Corporate Partner:

Nov 3, 2022

Show Summary

Start becoming the authority in your industry, be the spokesperson, build a community, and bring in the expert and facilitate it.

The Successful Bookkeeper Summit is a digital platform designed for professional bookkeepers and accountants who want to expand and grow their businesses.

Listen to this episode to learn more about the Successful Bookkeeper Summit with Louie and Michael.

 

Website:

https://community.thesuccessfulbookkeeper.com/events/tsb-summit

Corporate Partner:

Oct 27, 2022

Show Summary

In this episode, Penny Breslin shares how and why she started outsourcing accountants and bookkeepers. She started outsourcing in 1999 when the technology wasn't as advanced as today. She experienced how technology has changed over the years, which she also discusses with us in today's episode.

Missteps are inevitable in businesses. Penny shares with us some of the mistakes accounting and bookkeeping firms are doing when they are trying to work with an outsourced provider.

Penny has organized internal systems and processes to go for her employees, which is very significant to the company's success.

 

Website:

https://moneypennyllc.com/

Twitter:

https://www.linkedin.com/in/penny-breslin-0228b81/

Corporate Partner:

Oct 20, 2022

Show Summary

"Becoming comfortable with the uncomfortable." This is ProfitCon's theme for this year's conference, and it relates so much to Rachel's experience in networking.


In this episode, Rachel Siegel discusses the difference between introverts and extroverts. She also shares how introverts do networking and how it helps them get out of their shells.

In order to grow, Rachel needs to network and this is what pushed her to start networking and talking to people as an introvert.

 

Website:

https://www.gofigureaccounting.net/

https://www.alignable.com/winter-garden-fl/go-figure-accounting

Facebook:

https://www.facebook.com/GoFigureCPA

Corporate Partner:

Oct 13, 2022

Show Summary

Writing a book is not easy. In this episode, Deb Cassera and Sabrina Pelech share their experience in writing the book Profit First for Chiropractors.

Deb and Sabrina talk about the different strengths they both have, which helped them complete the book and how it helped define what they do better individually. Writing a book is a long personal journey, and they were able to discover what they can and can’t do and learn about other people’s journeys along the way.

 

Website:

Profitfirstchiro.com

Corporate Partner:

Oct 6, 2022

Show Summary

Many businesses, particularly small business owners, are faced with the challenge of the consideration of raising prices. Business owners hear they should but are afraid to do it. Brian Thompson struggled with this challenge for a period of time.

Fear has been one of the motivators in life for Brian, and it impedes the progress he wants to make. Raising prices scared him, thinking about rejection or the people saying they don't want to work with him anymore because of increasing his costs.

In this episode, Brian shares how he overcame his fear of rejection and people saying "no" to him for raising prices and how it affected his business revenue.

He also gives us an excellent idea on how to make time for optimizing your business which he calls the Brian Week for his own business.

 

Website:
https://btfinancial.com/

Facebook:
https://www.facebook.com/Brian-Thompson-Financial-535264729938675
 
LinkedIn:
https://www.linkedin.com/in/brianthompsonfinancial/
 
Instagram:
https://www.instagram.com/btfinancial/
 
Twitter:
https://twitter.com/BrianFinancial

Corporate Partner:

Sep 29, 2022

Show Summary

In this episode, Ian Robinson talks about the signs your software is out of sync with your expertise, current-day pain, and missed opportunities.

If you are in pain with your existing system, you can make a case for getting out of the pain through custom software and not break the bank.

He also shares the difference between practice-based software versus project-based software and how to create a strong product vision to create for long-term success.

 

Website:

Corporate Partner:

Sep 22, 2022

Show Summary

The government will pay you to invest in their list of priorities, such as jobs, energy, food, technology, and the like, as long as you do it the way the government wants you to. It's a win-win for the government, business owners, and society.

We all use the tax incentives, but according to Tom, we don't understand that the biggest tax incentives are for investors and business owners. They are not for little things we do for ourselves or other people.

Tom shares the seven investments the government will pay the business owners for and how to invest in these in this episode. Up to this point, it has been the rich who have taken advantage of these because they have good tax professionals. In order to leverage these things, you have to get good advisors. Accountants, bookkeepers, and financial coaches can start with the books The Win-Win Wealth Strategy and Tax-Free Wealth to better position themselves so they can advise their clients about the tax incentives in businesses.

The more wealth you build, the less tax you pay.

 

Website:

 
Facebook:
https://www.facebook.com/Tom.Wheelwright.CPA
https://www.facebook.com/4wealthability/
 
Youtube:
https://www.youtube.com/user/tomwheelwrightcpa
 
Twitter:
https://twitter.com/WealthAbility
 
LinkedIn:
https://www.linkedin.com/in/tomwheelwright/

Corporate Partner:

Sep 15, 2022

Show Summary

Success comes from systems.

In this episode, Josh and Ashlee share what's mutual with successful families and successful businesses.

They both teach entrepreneurship to their kids at a young age, which will make a significant impact on their lives. They created a journal that teaches kids about mindset, leadership, and entrepreneurism. Why is it important? You'll learn more by listening to this episode!

 

Website:

Corporate Partner:

Sep 8, 2022

Show Summary

People rarely hear the conversation of tax savings and wealth acceleration in one frame. Can they really work together, or should they work together? In this episode, Dan Romance and Tom Gibson give us an answer to that question. And share with us how far people are missing the mark on tax mitigation.

TSP Family Office helps people all over the country reduce their taxes and maximize and grow their tax savings. The guests will share other services they can provide their clients and their importance.

They will also discuss the types of strategies they use with their clients, which is a great bonus for you, our dear listeners!

 

Website:

Corporate Partner:

Sep 1, 2022

Show Summary

What's your future capacity look like? Let's figure that out in this Grow My Accounting Practice podcast episode with David Cristello.

He also explains in this episode the reality or the possibility of the "one-person, one-million dollar firm."

When starting your business, start with humble pie.

 

Website:

jetpackworkflow.com

LinkedIn, Twitter, Facebook:

@jetpackworkflow

Corporate Partner:

Aug 25, 2022

Show Summary

Increase visibility and credibility using press releases to promote authors, small businesses, and startups.

Listen to this episode and learn more about the following:

  • how to get regular local media coverage without spending a dime
  • hone your unique selling proposition to make you irresistible to the media, and;
  • how increase in credibility through PR allows you to close more sales, both online and offline.

Press release can be a strategy you can deploy especially when you're niche-specialized.

 

Website:

Corporate Partner:

Aug 18, 2022

Show Summary

Take that leap of faith to move forward with your business.

Tuesday had a dream and a vision, and she realized that through partners, other resources, and relationships, she could make that dream come true, not only by helping her with her business but by providing careers and opportunities for so many.

Tuesday started a program in Africa, which is an extraordinary contribution and a novel way to grow a business. There are young women in Africa who need opportunities and set up a business of their own and share in this new way of doing business in terms of technology. She thought that if she wants to grow her business, she should focus on women, so they trained women to do bookkeeping in the AJOY way. The idea came in November, and they graduated their first cohorts, 11 young women. They taught them more than just bookkeeping and created courses on US Tax, US Accounting, and US Business, in general.

Website:

Corporate Partner:

Aug 11, 2022

Show Summary

Surround yourself with people that are there already. You need to have certainty in your numbers. You have to have that certainty around your business. Associate yourself with other people and other businesses, and until you can see that there are ways that other people have done what you're trying to accomplish, then you get kind of stuck in your mindset. You have that dream and inspiration that there's another way, and you start moving in that direction.

Networking with people you associate with is the best way to be introduced to a new perspective. Dr. Phelps shares that where ever you are, you know somebody in some circles you run in. Start asking about how they learn and what their resources are. Be willing to step out of your cave in your current business, and reach out and start finding those people because the inspiration for living the life you want to live comes from seeing other people who have actually done it.

Dr. Phelps is a huge fan of knowing his numbers. He explains in this episode that until we know we have certainty by the numbers, then we're too afraid to make a change, and we keep doing what we're doing, and that's just a life of just ongoing routine which will make people kind of desperate to make a change somewhere down the line.

Are you ready to learn more? Listen to this informative episode and let us know your thoughts.

 

Website:

Corporate Partner:

Aug 4, 2022

Show Summary

Profit First is a lifetime process of growth. Realize that every little step is progress.

Ronit Enos is a firm believer that one cannot do things alone. She's a big believer in mentorship, coaching, and training. Ronit read books, hired consultants and coaches, and did everything that helped her a lot in the process with her business. But, no matter what she did, she never felt like she was bringing enough paycheck, and that's when she knew there was something she wasn't doing. She decided to look around and see what other businesses are doing to be profitable. Ronit noticed that other businesses are running cash flow in a different way. She brought Profit First into her business and implemented it and everything changed in just three months.

They knew how to make money in their industry but didn't know how to manage the money to work for them. That's when Ronit learned that there's a simple way to do and understand things. She doesn't have to be a genius with numbers, she just needs to get over the fear. She started testing the Profit First concept and started moving money where she saw incremental growth.

In this episode, Ronit also shares how she enhanced the Profit First framework for the salon industry and tells us more about her book, Profit First for Salons.

 

Website:

ronitenos.com

Corporate Partner:

Jul 28, 2022

Show Summary

Never let shame get in the way of asking for help and starting over when you experience failures, losses, and defeats.

In this episode, Tara Newman shares why business owners stay silent about the dark part of their businesses and how come no one seems to talk about it.

Tara believes that having trials and challenges in your business is a learning moment. The lessons from her experiences are what she has been sharing with her clients. She shares her real story and does not let shame get in the way.

When you're down, you have to see the silver lining and the good in the bad. "Optimism is the only mindset of any value."

 

Instagram:

 

Corporate Partner:

Jul 21, 2022

Show Summary

Katie and Karrie went from having a side business to a successful full-time accounting and consulting business.

In this episode, Katie and Karrie share how they met and started their business together. They both have a clear vision of what they want to make, which is one of the indicators they considered in determining that it's time to quit their full-time jobs and go all in with their business. They ensure that the clients they take in are in line with their values. They want to help people and serve people, and they want to take in members who want to do the same.

Their vision of who they want to work with has been evolving. Over the years, Katie and Karrie have been diving down to figure out what their niche is and who to market to. Now, they offer to target Millennial Entrepreneurs, and they are honing in an industry-specific niche. They changed their marketing strategies to a more personal approach, and it has been a game changer in their business since.

Katie and Karrie also talk about the systems they put in place for making the marketing change they've been doing, which has had a greatly positive impact on their business.

Profit First has been very significant to their business and the businesses of their clients, and they are going to share exactly how right here, right now.

 

Website:

 

Corporate Partner:

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