Show Summary: In this insightful episode of the Grow My Accounting Practice podcast, hosts welcome Taheera and Anne Christie, co-founders of T5 Transit LLC, as they explore how the Profit First system can revolutionize the trucking industry. Taheera and Anne share their expertise in the Final Mile industry and discuss common challenges that. transportation businesses face, such as lack of growth, poor financial planning, and the absence of emergency funds. The episode highlights critical decisions trucking companies must make, such as buying vs. leasing vehicles, and emphasizes the importance of building a strong business foundation. With the Profit First framework, Taheera and Anne show how transportation companies can manage their cash flow, increase profitability, and create a more sustainable future in a competitive market.   Corporate Partner:Impact Global Solutions - https://www.linkedin.com/company/impactglobalsolutions   Make Your Business Permanently Profitable with the PROFIT FIRST APP!

Show Summary: In today’s episode of Grow My Accounting Practice, we’re joined by Dr. Quinn Denny, a work psychologist and president of ioPSYte®, to explore the critical role personality plays in successful leadership. Dr. Denny starts by breaking down the concept of personality and why it matters in a professional setting. He also explains the key differences between trait and type assessments, providing insights on how each can be leveraged effectively in the workplace. Additionally, Dr. Denny addresses the varying value of personality assessments and offers practical advice for utilizing personality insights to boost leadership and team performance. Tune in to learn how understanding and leveraging personality traits can transform your leadership approach and workplace dynamics!   LinkedIn:https://www.linkedin.com/in/dr-quinn-denny-industrial-organizational-psychologist-8baaa1165 Facebook:https://www.facebook.com/profile.php?id=100079517661907   Corporate Partner: Your Cyber Team - https://yourcyberteam.com/   Make Your Business Permanently Profitable with the PROFIT FIRST APP!

Show Summary: In today’s episode of the Grow My Accounting Practice podcast, we welcome Patrick Casale, MA, LCMHC, owner of All Things Private Practice LLC. Patrick shares his insights on Neurodivergent Leadership in Business, offering valuable perspectives on how neurodivergent individuals can thrive in leadership roles and shape workplace culture. Key topics include the importance of building a people-first culture over profit, addressing the challenges of self-doubt in entrepreneurship, and embracing the unique strengths that neurodivergent leaders bring to the table. Tune in for a thought-provoking discussion on how to lead with authenticity and inclusivity.   Website:Allthingspractice.com Empoweredescapes.com Instagram: Instagram.com/patrick.casale Corporate Partner: Pumpkin Plan Your Biz - https://pumpkinplanyourbiz.com/ Make Your Business Permanently Profitable with the PROFIT FIRST APP!  

Show Summary: In today’s episode of the Grow My Accounting Practice podcast, we are excited to welcome Michelle Weinstein, a seasoned sales expert and founder of The Abundant Accountant. Michelle dives into the core challenges that firm owners face when it comes to sales, particularly the difficulty of increasing fees for existing clients. She shares insights into why many accountants, CPAs, and bookkeepers struggle with pricing and undervalue their services, often feeling hesitant to charge what they're worth. Michelle highlights the importance of shifting the mindset around sales and emphasizes that the key to success lies in understanding and communicating your true value to clients. Throughout the episode, Michelle also explores effective strategies for overcoming these common obstacles. From developing confidence in sales conversations to mastering the art of value-based pricing, she provides practical tips that firm owners can immediately apply to increase their revenue without taking on more work or sacrificing client relationships. Tune in to learn how to break through these barriers and take your firm to the next level!   Website:www.theabundantaccountant.com/freedom   Corporate Partner: Cash Flow Mike - http://www.cashflowmike.com/

Show Summary: In this episode of the Grow My Accounting Practice podcast, Doreen Binkiewicz, founder of DGL Business Solutions and Certified Profit First Professional, dives into the vital components of exit planning and succession strategies for business owners. She explains how these strategies are not necessarily retirement plans, but rather a way for owners to harvest the value of their business when the time is right. The key, according to Doreen, is making sure that the business is transferrable—meaning it can operate independently of the owner—ensuring long-term value and success. Doreen highlights the critical difference between "business attractiveness" and "business readiness." While business attractiveness refers to how appealing a company looks to outsiders, business readiness focuses on internal operations and the company’s ability to function efficiently without the owner. Both elements play a crucial role in determining the real value of a business and its ability to sell or transfer ownership. Doreen also touches on the importance of financial allocation, a concept central to Profit First principles, where money is separated into different accounts, much like Mike Michalowicz’s money envelope system. This helps business owners manage their natural spending tendencies, building profitability and business value. By meeting clients where they are—whether they are exploring, pivoting, or triggering—Doreen emphasizes the importance of clarity, liquidity, and legacy in crafting a long-term, winning business strategy.   Website:www.DGLBusinessSolutions.com   Corporate Partner: People Processes - https://peopleprocesses.com/

Show Summary: In today’s episode of the Grow My Accounting Practice podcast, we are joined by Rhamy Alejeal, owner of People Processes, to explore how HR can supercharge profitability for businesses. Rhamy explains why accountants should pay close attention to their clients' HR strategies and highlights the often-overlooked overlap between accounting and HR functions. By aligning these two areas, accountants can not only provide better financial insights but also help their clients drive growth and efficiency in their workforce management. Rhamy shares real-world examples of how CFOs have transformed their businesses by integrating People Processes' HR solutions. He explains the significant ROI that companies have seen by focusing on high-impact HR actions, such as investing in employee development, enhancing recruitment practices, and automating routine HR tasks. These changes help businesses reduce costs, improve employee retention, and ultimately, boost profitability. As the year draws to a close, Rhamy also touches on critical HR compliance updates that accountants should bring to their clients' attention. By staying proactive and informed, accountants can offer valuable advice that not only ensures legal compliance but also strengthens their client relationships and positions them as trusted advisors. Tune in to learn how optimizing HR can be a game changer for your clients’ bottom line!   Website:https://peopleprocesses.com/ LinkedIn:https://www.linkedin.com/company/peopleprocesses/ Youtube:https://www.youtube.com/@peopleprocesses   Corporate Partner: People Processes - https://peopleprocesses.com/

Show Summary: In today's episode of the Grow My Accounting Practice podcast, Vivek Shankar joins us to dive deep into a critical yet often misunderstood topic: how accounting firms can build a differentiated brand. Vivek highlights the gap many firms face—they’re constantly told they need to build a brand, but rarely shown how to do it effectively. He emphasizes that brand building isn’t about amassing millions of followers; it's about getting business results. Accounting firms don’t need to be household names to stand out; they just need to build a brand that resonates with their ideal clients. Vivek takes listeners through the steps of understanding their ideal customer. He explains that knowing your audience is key to crafting a brand message that connects with them. By gaining deep insights into what your target market truly wants and needs, firms can create content and branding that positions them as the go-to experts in their niche. Vivek shares practical tips for busy founders on how to create impactful, standout content without overwhelming their schedules. The episode also covers strategies for determining which content format works best for different personalities and brands. Whether it's blogs, podcasts, videos, or social media posts, Vivek offers a framework to help founders choose the right path. His approach is all about simplifying content creation, making it easier for accounting firms to build and maintain a unique brand that attracts clients and drives business growth.   Website:https://www.vivekshankar.net/ LinkedIn:https://www.linkedin.com/in/vivek-shankar-content/ Corporate Partner: People Processes - https://peopleprocesses.com/

Show Summary In today’s episode of the Grow My Accounting Practice podcast, Mark Evans shares his insights on business growth and building businesses remotely. Mark reveals how he completed thousands of real estate deals without ever meeting sellers and buyers face-to-face, showcasing the power of remote operations. He also dives into his entrepreneurial journey, including how he traveled the world for seven years while growing his business. Mark discusses the common challenges entrepreneurs face, how to overcome them, and why understanding the different "seasons" of business is crucial for long-term success. Tune in to learn how to navigate business growth and scale your success!   Website:www.MarkEvansDM.com Instagram:https://www.instagram.com/markevansdm/?hl=en   Corporate Partner:People Processes - https://peopleprocesses.com/

Show Summary In this episode of the Grow My Accounting Practice podcast, Michael Agugliaro, a mindset and accountability expert, delves into the profound connection between mindset, accountability, and business success. Michael shares how developing the right mindset and holding oneself accountable can significantly impact a business owner's ability to thrive. He emphasizes that success in business often begins with mastering one’s thoughts and habits, which in turn influences decision-making and long-term growth. Michael discusses the common mindsets he has observed in the most successful people he has worked with. He explains how listeners can adopt these mindsets to create similar success in their own lives and businesses. He also highlights the crucial role accountability plays in achieving personal and professional goals, drawing from his own experiences in earning black belts and writing a book. Through actionable insights, Michael shows how accountability can be a powerful tool for creating meaningful change. As the conversation shifts to the current economic climate, Michael addresses the fear many clients face due to media influence. He offers practical advice on how accountants and business owners can guide their clients to make sound financial decisions despite the uncertainty. Michael concludes by encouraging listeners to focus on overcoming challenges and embracing growth, sharing strategies for staying resilient and motivated in both life and business.   Website:https://fudoggroup.com/ Facebook: https://www.facebook.com/michael.agugliaro.3 Instagram:https://www.instagram.com/michaelagugliaro/   Corporate Partner:People Processes - https://peopleprocesses.com/  

Show Summary In today's episode of the Grow My Accounting Practice podcast, we are joined by Jemel Smith, a seasoned accountant and business owner who is passionate about helping companies achieve sustainable growth and profitability. Jemel shares his journey of becoming a Fractional CFO, where he leverages his deep financial knowledge to guide business owners toward success. With a unique understanding of both the financial aspects and the challenges of running a business, Jemel offers valuable insights into why many businesses struggle with profitability and cash flow. Jemel discusses how his dual expertise as an accountant and business owner allows him to quickly identify the root causes of financial problems in a company. He explains the importance of addressing these issues head-on and shares strategies that have helped him turn struggling businesses into thriving ones. His approach goes beyond just balancing the books; it's about creating a holistic plan that ensures long-term growth and profitability. Throughout the episode, Jemel emphasizes his mission to help as many business owners as possible achieve financial success. Whether you're an entrepreneur struggling with cash flow or looking to take your business to the next level, Jemel's expertise as a Fractional CFO offers actionable solutions that can make a real difference. Don't miss this episode if you're ready to transform your business and secure its future.   Website:https://jemelsmith.com/ Facebook: https://www.facebook.com/smith.jemel LinkedIn:https://www.linkedin.com/in/jemelsmith/   Corporate Partner:People Processes - https://peopleprocesses.com/

Show Summary In this episode of the Grow My Accounting Practice Podcast, Katie Richardson shares her profound insights on how business owners can achieve both business growth and personal fulfillment without sacrificing family life. She kicks off the conversation by discussing how to create the life you've always envisioned, even if your schedule is packed. Katie emphasizes that it’s not about finding extra time but about strategically aligning your life and business with your deepest desires, enabling you to thrive in both areas simultaneously. Katie introduces a unique strategy that turns both the positives and negatives of your current situation into powerful catalysts for hitting your goals faster. She explains how this approach allows entrepreneurs to progress without the frantic energy that often leads to burnout. By balancing commitments, such as attending your son’s soccer game, with professional responsibilities, Katie shows that it’s possible to excel in business without compromising family priorities. She also shares her insights on building a highly productive team that not only supports you but also drives the business forward, allowing you to focus on higher leverage activities. Lastly, Katie delves into the concept of parabolic growth, emphasizing the importance of leaving behind what’s dragging you down. She provides actionable tips on how to lead powerfully, enabling you to accomplish more in 90 days than most people do in an entire year. Her strategies focus on maximizing impact with efficiency, ensuring that both your business and personal life flourish together. This episode is a must-listen for anyone looking to grow their business while maintaining a fulfilling personal life.   Instagram:  http://www.instagram.com/katie.live/ @katie.live Facebook:http://www.facebook.com/katie.c.richardson/ @katierichardson.live Testimonials: https://now.katierichardson.com/casestudy Website:https://katierichardson.com/ Podcast:https://podcasts.apple.com/us/podcast/whats-working-now/id1515291698   Corporate Partner:People Processes - https://peopleprocesses.com/

Show Summary In today's episode of the Grow My Accounting Practice podcast, we are joined by Nathan Rigney, who shares invaluable insights on "Mastering Growth: Expert Strategies for Entrepreneurs and Accountants." Nathan discusses how entrepreneurs can transform their ventures into profit-generating businesses. He emphasizes the importance of recognizing the shift from being a technician to embracing the role of a business owner, detailing the mindset and strategic changes necessary for this evolution. Nathan also highlights the critical role of continuous education beyond formal degrees. He provides practical advice on how entrepreneurs and accountants can continue to learn and develop professionally without incurring significant expenses, stressing that growth in knowledge directly contributes to business success. Additionally, Nathan talks about the analogy of a football team having a coach, questioning why many business professionals neglect this advantage. He advocates for the benefits of coaching in navigating the complexities of business management and personal development. The episode wraps up with a deep dive into readiness for business life, where Nathan poses challenging questions about what it truly takes to be self-employed. He encourages listeners to assess their preparedness for the demands of running a business, from financial acumen to emotional resilience. This session is packed with actionable strategies aimed at fostering substantial growth and ensuring sustainability in the competitive world of entrepreneurship and accounting.   Website: www.ngraccounting.com.au Instagram: @ngraccounting LinkedIn: @nathan.rigney Facebook: @ngraccounting YouTube: @ngraccounting   Corporate Partner:People Processes - https://peopleprocesses.com/

Show Summary In this enlightening episode of the Grow My Accounting Practice Podcast, we dive into the world of sponsorships with Justin Moore, a seasoned Sponsorship Coach and the founder of @CreatorWizard. Justin addresses a common misconception right off the bat, discussing whether non-dancers can secure sponsorships on platforms like TikTok. His insight into the diverse nature of sponsorships beyond typical expectations sets the stage for a dynamic conversation about leveraging personal and brand strengths in various digital spaces. The discussion then shifts to the finer details of sponsorship strategy, where Justin outlines the pitfalls of the wrong way to pitch to potential partners. He emphasizes the importance of understanding the brand's values and aligning your pitch accordingly, which is crucial for making a lasting impression. Justin also shares his expertise on how to price partnerships effectively, ensuring that creators and influencers do not undersell their value or overshoot market expectations. This segment provides invaluable advice for anyone looking to monetize their influence. Finally, Justin talks about the strategies for winning repeat partnerships, highlighting the significance of post-campaign reporting and the role it plays in maintaining long-term relationships with brands. He teases his forthcoming book, "Sponsor Magnet," which promises to be a comprehensive guide to becoming a sought-after name in the world of sponsorships. This episode is packed with actionable tips and is a must-listen for creators looking to expand their sponsorship opportunities and for businesses aiming to enhance their influencer engagement strategies.   Newsletter:  https://pages.creatorwizard.com/join Website: https://www.creatorwizard.com/ YouTube: https://www.youtube.com/c/creatorwizard   Corporate Partner:People Processes - https://peopleprocesses.com/

Show Summary In today's episode of the Grow My Accounting Practice podcast, we're thrilled to welcome Amy Baltimore, a seasoned accountant who has revolutionized her financial landscape through disciplined strategies. Amy shares her transformative journey from facing annual losses of tens of thousands of dollars to generating over $300,000 in income. Her remarkable turnaround involves not only clearing all her debt but also implementing key principles from "Profit First," "Pumpkin Plan," and "Clockwork" to reshape her business operations. Amy delves into the bold steps she took to achieve financial freedom and operational efficiency. By cutting 75% of her clientele and reducing her expenses by 50%, she realigned her business to serve her better both professionally and personally. These changes allowed her to reduce her workweek from grueling 80-hour weeks to a more balanced four-day schedule. Her story is a powerful testament to the impact of strategic decision-making and prioritization in business. Furthermore, Amy discusses the life-changing benefits these adjustments have brought her, including the ability to take a month-long vacation in 2023 without jeopardizing her business's functionality or profitability. Her experience illustrates the profound impact that structured financial planning and targeted business strategies can have, not just on a company's ledger, but on the personal life of its owner. Amy's insights provide invaluable lessons for our listeners on how to harness similar strategies to transform their own practices and achieve substantial, sustainable growth.   Website:www.amybaltimorecpa.com   Corporate Partner:People Processes - https://peopleprocesses.com/

Show Summary In today’s episode of the Grow My Accounting Practice Podcast, we’re thrilled to welcome Christian Brim, a Profit First Professional and the distinguished author of "Profit First for Creatives." Christian dedicates his career to helping small business owners achieve financial stability and growth through innovative accounting strategies. His expertise is specially tailored for the creative industries, where financial management often takes a backseat to artistic pursuits. During the episode, Christian dives deep into the concept of Target Market, discussing how creative businesses can identify and effectively serve their ideal customers. He explains the importance of understanding who your customers are, what they truly need, and how to align your business offerings to meet these needs. This segment is crucial for creatives who often struggle to position their services in a competitive market. Furthermore, Christian sheds light on Value Pricing and its significance in maximizing profitability while fostering customer satisfaction. He explores the distinctive dynamics between Builders and Artists within business settings, emphasizing the need for balance between operational efficiency and creative freedom. Lastly, Christian’s talk highlights how passion drives success in the creative sector, encouraging listeners to harness their passion to create sustainable and profitable business models. This episode is a must-listen for any creative professional looking to elevate their business acumen and financial prowess.   Website:www.coregroupus.com LinkedIn:https://www.linkedin.com/in/christianbrim/ X: @coregroupushttps://twitter.com/coregroupus Facebook:https://www.facebook.com/coregroupus YouTube:https://www.youtube.com/channel/UCeO0QG2ygjLQz9TvEm_osyQ Instagram:https://www.instagram.com/coregroupus/    Corporate Partner:People Processes - https://peopleprocesses.com/

Show Summary In today's episode of the Grow My Accounting Practice Podcast, we are thrilled to have Venus Michael as our guest. Venus is the author of "Profit First for Photographers," a groundbreaking book designed to help photographers escape the cycle of entrepreneurial poverty and achieve financial clarity. She shares insights into common financial pitfalls that many creatives face and offers a practical, step-by-step roadmap to financial success that is both relatable and actionable. Venus Michael's expertise goes beyond traditional financial advice, as she delves into the unique challenges faced by photographers. She guides readers through setting up a tailored banking structure, understanding cash flow management, and applying the Profit First principles to their businesses. Each chapter of her book provides essential insights into addressing issues like underpricing and overspending while celebrating the joy of taking a Profit First distribution. Her approach is designed to empower photographers to achieve financial freedom and business success. Beyond the mechanics of money management, Venus addresses the mindset shifts necessary for lasting success. She combines analytical techniques with emotional intelligence to guide photographers to a place of financial clarity and confidence. Her method is both a science and an art, offering photographers a comprehensive guide to transforming their financial health. To learn more about her transformative approach and get a copy of her book, visit this link.   Website:www.venusmichael.com www.one21accountability.com Facebook:https://www.facebook.com/one21accountability Instagram: https://www.instagram.com/one21accountability/ Corporate Partner:People Processes - https://peopleprocesses.com/

Show Summary In today's episode of the Grow My Accounting Practice podcast, we have the pleasure of hosting Chad T. Jenkins, a lifelong entrepreneur and visionary known for reshaping businesses to deliver remarkable returns. Chad introduces his innovative FILM methodology, which stands for Friction, Identification, Leverage, and Market. He coaches entrepreneurs to embrace the frictions that others avoid, turning these challenges into opportunities for growth and eliminating competition. By leveraging market demands and addressing common complaints, Chad demonstrates how to set unique margins and attract built-in clients. Chad also discusses the powerful concept from his latest book, "Just Add A Zero," which encourages exponential growth thinking. This methodology, based on the simple act of adding a zero at the beginning or end of a number, has significantly moved the needle of opportunity for Chad and countless other entrepreneurs. He emphasizes that this mindset shift is crucial for achieving substantial business growth and exploring new possibilities. Another key topic Chad delves into is the importance of collaboration as a business strategy. He defines collaboration as the unique value creation resulting from the natural attraction of authentically expressed people, places, and things. By focusing on authentic expressions and leveraging existing resources, entrepreneurs can overcome obstacles and unlock growth opportunities. Chad's upcoming book, "Nothing New Without a Who," further explores this theme, emphasizing the need for collaboration to achieve exponential outcomes. He shares how this approach has fueled growth for him and other entrepreneurs, highlighting the value of working together to navigate challenges and seize opportunities.   Website: https://seedspark.com/ Facebook: https://www.facebook.com/SeedSpark/ YouTube: https://www.youtube.com/channel/UCaSD-HmywcGJP4VaDa828dQ LinkedIn: https://www.linkedin.com/in/chadtjenkins/ https://www.linkedin.com/company/seedspark/ Instagram: https://www.instagram.com/seedsparkclt/ Corporate Partner:Tripp Crosby, Very Very Video - www.veryveryvideo.com

Show Summary In today's episode of the Grow My Accounting Practice podcast, we welcome Scott Whitaker, Founder of Membership Multipliers, to discuss the art of transforming clients into members for enhanced business retention and growth. Scott brings his expertise in helping coaches and membership businesses scale their offerings, generating substantial recurring revenue each month. He resides in Charleston, SC with his wife, Kelly, and has authored several books on the topic, guiding thought leaders in creating and selling high-ticket memberships. Scott delves into the critical differences between a subscription and a membership, highlighting the unique value that a membership model brings to business retention. He shares the two essential keys to increasing retention, emphasizing that there is a clear distinction between "retention" and "renewal." Listeners will gain insights into Scott's simple three-step system for onboarding new clients, ensuring a smooth transition and long-term engagement. Additionally, Scott reveals his strategies for attracting more L.E.A.D.S. and acquiring more clients. His practical advice and industry knowledge provide valuable takeaways for businesses looking to boost their membership programs and secure ongoing growth. Don't miss this episode filled with actionable tips and expert insights from Scott Whitaker on transforming your client relationships into lasting memberships.   Website MembershipMultipliers.com Corporate Partner People Processes - https://peopleprocesses.com/  

Show Summary In today's episode of the Grow My Accounting Practice podcast, we are joined by Kristen Ricupero, a seasoned business and personal financial coach. Kristen delves into the critical role mindset plays in business growth. With her extensive experience in helping small business owners and entrepreneurs, Kristen shares how your mind can either be your greatest ally or your biggest obstacle. Kristen highlights five main areas where mindset is key to business growth. First, she discusses the importance of goal setting and achievement, emphasizing that having clear, attainable goals is essential for progress. Next, she explores the significance of having a healthy mindset towards money, explaining how your financial outlook can impact your business decisions. Kristen also talks about the necessity of building strong relationships, noting that successful business growth often depends on the quality of your professional network. Furthermore, Kristen addresses the importance of continuous learning and development, encouraging entrepreneurs to always seek new knowledge and skills. Lastly, she emphasizes the need to embrace change, advising business owners to be adaptable and open to new opportunities. Tune in to learn more about how checking in with your mindset in these key areas can lead to significant growth and success in your business.   Website: www.financialfitnesscoaching.com Instagram: https://www.instagram.com/financial.fitness.coaching Corporate Partner: Clockwork AI - www.clockwork.ai

Show Summary In today's episode of the Grow My Accounting Practice Podcast, we are excited to welcome Seth Fineberg, an esteemed accounting industry consultant and content strategist, to discuss "Revolutionizing Accounting: Essential Changes for Progress." With over three decades of experience in journalism and content creation, Seth brings a wealth of knowledge on the evolution of the accounting profession and the necessary steps for its advancement. Seth begins by addressing firm growth, emphasizing the need for innovative strategies and forward-thinking approaches to stay competitive in a rapidly changing industry. He highlights the importance of embracing technology, improving operational efficiency, and focusing on client satisfaction to drive sustainable growth. Additionally, Seth delves into talent attraction and retention, offering insights on creating an appealing work environment and competitive compensation packages to attract and keep top-tier talent in the accounting field. The conversation then shifts to vendor/accountant relations, where Seth underscores the value of building strong, collaborative partnerships with vendors to enhance service delivery and client satisfaction. He also explores emerging, high-growth service areas that accounting firms should consider to diversify their offerings and increase profitability. Tune in to gain actionable insights from Seth Fineberg on how to revolutionize your accounting practice and ensure long-term success in an evolving landscape.   Website: https://accountantsforward.com Twitter:@B2BSeth(Twitter/X)   Corporate Partner: Jetpack Workflow - https://jetpackworkflow.com/

Show Summary In today's episode of the Grow My Accounting Practice podcast, we welcome Kiné Corder, the leading National Certified Counselor specializing in Performance Financial Hypnotherapy. Kiné delves into the reasons why clients often get stuck or lose focus on their financial goals. She explains that emotional factors and deep-seated money beliefs play significant roles in this stagnation. By understanding these underlying issues, financial professionals can better assist their clients in overcoming obstacles and staying committed to their financial plans. Kiné shares practical strategies that financial professionals can implement to help their clients get unstuck. She emphasizes the importance of addressing the most common money emotions, such as fear, guilt, and shame, which frequently hinder clients from reaching their full financial potential. Kiné introduces her innovative SelfSync Therapy, a systematic therapeutic process designed to help individuals align their mental and emotional states with their financial goals. This approach not only helps clients move past their financial blocks but also empowers them to achieve peak performance in their financial endeavors. In the final segment, Kiné discusses how the financial industry is evolving in the post-pandemic world. She highlights the increasing importance of mental health and emotional well-being in financial planning. As clients navigate new economic realities, financial professionals must adapt by incorporating holistic approaches that address both the financial and emotional aspects of their clients' lives. Kiné's insights provide valuable guidance for professionals looking to support their clients in a more comprehensive and impactful way.   YouTube:  https://www.youtube.com/@presidentiallifestyle Website:  https://www.presidentiallifestyle.com/ LinkedIn:  https://www.linkedin.com/in/kinecorder/   Corporate Partner: Your Cyber Team - https://www.techiegurus.com/

Show Summary In today’s episode of the Grow My Accounting Practice Podcast, we welcome Brandy Derrick, a Certified Digital Bookkeeper and the owner of Legal Ease Bookkeeping. Brandy shares her insights on the concept of Masterminds, explaining what they are and how they can be a powerful tool for professional growth. A Mastermind is essentially a group of like-minded individuals who meet regularly to share knowledge, provide support, and hold each other accountable in achieving their goals. Brandy provides a comprehensive overview of how Masterminds function and the various formats they can take. Brandy delves into her personal experiences, highlighting how being part of Masterminds has significantly contributed to the growth of her business. She discusses specific examples of how the collective wisdom and encouragement from her Mastermind groups have helped her overcome challenges, implement new strategies, and expand her services. Brandy emphasizes the invaluable networking opportunities and the sense of community that Masterminds offer, which have played a crucial role in her professional development. Beyond business growth, Brandy also reflects on the personal benefits of participating in Masterminds. She shares how these groups have fostered her personal development, improved her leadership skills, and boosted her confidence. Additionally, Brandy provides practical advice on how to start a Mastermind, including tips on selecting the right members and setting clear objectives. She also candidly discusses some common problems with Masterminds, such as group dynamics and maintaining consistency, and offers solutions to navigate these challenges effectively. Tune in to learn how Masterminds can be a game-changer for both your business and personal growth.   Website: https://legaleasebookkeeping.com/ LinkedIn: https://www.linkedin.com/in/brandyderrick/ Faceboook: https://www.facebook.com/LegalEaseBookkeeping YouTube: https://www.youtube.com/@LegalEaseBookkeeping   Corporate Partner: Very Very Video - www.veryveryvideo.com

Show Summary In today's episode of the Grow My Accounting Practice Podcast, we are joined by Marcel Petitpas, CEO & Co-Founder of Parakeeto, and head strategic coach at SaaS Academy by Dan Martell. Marcel brings a wealth of knowledge and expertise in helping agencies measure and improve their profitability through streamlined operations and reporting systems. Tune in as he delves into the critical aspects of agency profitability and shares actionable insights that can transform your business. Marcel will guide us through the essential metrics every agency should track, including financial metrics like Revenue, AGI, Delivery Margin, Net Margin, and Overhead Spending. He will also cover operational levers such as Utilization Rates, Average Billable Rates, and Average Cost-Per-Hour. By understanding and calculating these key metrics accurately, agencies can set realistic targets and benchmark their performance against industry standards. Furthermore, Marcel will introduce a simple framework for connecting the dots between Finance, Operations, and Sales. He will reveal the three key levers for improving margins within an agency and provide practical advice on how to move them effectively. Whether you're struggling with profitability or looking to optimize your operations, this episode is packed with valuable strategies to help you take control of your agency's financial health. Join us for this insightful discussion and learn how to measure and enhance your agency's profitability with expert guidance from Marcel Petitpas.   Personal Handles Linkedin:  https://www.linkedin.com/in/marcel-petitpas-20059588/ Instagram:  https://www.instagram.com/marcel.petitpas/ Facebook:  https://www.facebook.com/agencyprofitability Company Handles Instagram: https://www.instagram.com/getparakeeto/ Twitter:https://twitter.com/Parakeeto TikTok:  https://www.tiktok.com/@getparakeeto Facebook: https://www.facebook.com/parakeeto   Corporate Partner: People Processes - https://peopleprocesses.com/

Show Summary In this episode, Geraldine Carter, an expert coach for CPAs, shares six common characteristics of successful clients. Firstly, they prioritize creating value for their services, ensuring profitability and client satisfaction. They also excel at pricing effectively, delivering services efficiently, and maintaining a clear mindset. Additionally, successful clients focus on decreasing production time and safeguarding quiet time for reflection and strategic planning. By embodying these traits, they transform their practices into thriving businesses.   LinkedIn: https://www.linkedin.com/in/geraldine-carter/   Corporate Partner: Pumpkin Plan Your Biz - www.pumpkinplanyourbiz.com

Show Summary In today's episode of the Grow My Accounting Practice Podcast, we were thrilled to welcome Billie Anne Grigg, Lead Technical Guide at Profit First Professionals. Billie Anne's journey with Profit First began as a business owner utilizing Profit First services before joining the team. Her dedication and impact have been instrumental in delivering Profit First principles to countless businesses. As we celebrate the 10th anniversary of Profit First Professionals, Billie Anne takes us on a trip down memory lane, sharing insights into the early days of the organization and how it has evolved over the years. Her integral role in the team's success truly shines through, making her a valuable asset to the organization. Tune in to hear more about Billie Anne's journey and the growth of Profit First Professionals over the years.   Website: https://www.profitfirstprofessionals.com/ LinkedIn: https://www.linkedin.com/company/profit-first-professionals   Corporate Partner: Officially Social - officiallysocial.com

Show Summary In today's episode of the Grow My Accounting Practice Podcast, we had the pleasure of hosting Inna Korenzvit, an inspiring entrepreneur who embarked on a remarkable journey of returning to the workforce after 15 years of being a homemaker and raising a family. Inna shared her insightful experiences of founding and running her own business, KORE Accounting Solutions, which specializes in providing cutting-edge management accounting services to law firms across the United States. One of the key highlights of our conversation was Inna's strategic approach to picking a niche within the accounting industry. She discussed the importance of identifying a specific target market and tailoring services to meet their unique needs. Additionally, Inna provided valuable insights into the challenges and rewards of working with customers remotely, emphasizing the significance of effective communication and leveraging technology to bridge the distance. Furthermore, Inna shared her perspective on the dynamics of working with family members within the business. Drawing from her own experiences, she discussed the benefits of collaboration, as well as the importance of setting clear boundaries and maintaining professionalism. Overall, Inna's journey serves as a testament to the power of perseverance, adaptability, and strategic decision-making in achieving success as an entrepreneur in the accounting industry.   Website: www.koreaccounting.com LinkedIn: https://www.linkedin.com/company/koreaccounting/   Corporate Partner: Cash Flow Mike - https://cashflowmike.com/

Show Summary In today's episode of the Grow My Accounting Practice Podcast, Tim Thompson delves into common misconceptions about taxes within Profit First Circles. He addresses the skepticism often heard from prospects, such as disbelief in their reported income or reluctance to accept their tax obligations. Tim offers insights on navigating these challenges and emphasizes the importance of professional support in implementing Profit First strategies, especially when accountants are resistant to the approach. Tim also tackles the perception of accounting services as commodities and explores strategies to differentiate and add value. He provides valuable perspectives on proving the naysayers wrong and establishing a unique position in the market. Additionally, Tim shares his "Nasty" approach to business and its effectiveness in driving growth and profitability. Looking ahead, Tim discusses the future direction of his business, highlighting upcoming initiatives and areas of focus. He offers glimpses into his vision for expansion and development, showcasing his commitment to continuous improvement and innovation in serving clients. Tune in to gain valuable insights from Tim's experiences and expertise in navigating the complexities of the accounting industry.   Website: www.timthompsoncpa.com Facebook: https://www.facebook.com/mydfwcpa Twitter: https://www.twitter.com/mdfwcpa Youtube: https://www.youtube.com/@mydfwcpa   Corporate Partner: Impact Global Solutions - https://www.linkedin.com/in/laurencewhittam/

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: Clockwork AI - www.clockwork.ai

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: Jetpack Workflow - https://jetpackworkflow.com/

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: Your Cyber Team - https://www.techiegurus.com/

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: Your Cyber Team - https://www.techiegurus.com/

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: Very Very Video - www.veryveryvideo.com

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: People Processes - https://peopleprocesses.com/

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: Pumpkin Plan Your Biz - www.pumpkinplanyourbiz.com

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: Officially Social - https://www.officiallysocial.com/

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: Cash Flow Mike - https://cashflowmike.com/

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: Relay - https://relayfi.com/

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: Impact Global Solutions - https://www.linkedin.com/company/impactglobalsolutions/

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: [email protected]   Corporate Partner: Clockwork AI - www.clockwork.ai

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: Jetpack Workflow - https://jetpackworkflow.com/

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: [email protected] [email protected]   Corporate Partner: Your Cyber Team - https://www.techiegurus.com/

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: Tripp Crosby, Very Very Video - www.veryveryvideo.com

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: Pumpkin Plan - https://pumpkinplanyourbiz.com/

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: Officially Social - https://www.officiallysocial.com/

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: Cash Flow Mike – https://cashflowmike.com/

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: Relay – https://relayfi.com/

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: People Process – https://peopleprocesses.com/

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: People Process – https://peopleprocesses.com/

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: People Process – https://peopleprocesses.com/

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: People Process – https://peopleprocesses.com/

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: People Process – https://peopleprocesses.com/

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: People Process – https://peopleprocesses.com/

Show Summary In this episode of the Grow My Accounting Practice Podcast, our guest, Donna Leyens, President and co-founder of Pumpkin Plan Your Biz, explores the realm of Business Growth Coaching. Donna delves into the challenges faced by business coaches, emphasizing the need to avoid reinventing the wheel for each client, which can lead to inconsistent outcomes and advisor burnout. She highlights how many small businesses start without a clear underlying strategy, causing them to become stuck in their growth journey. Donna reveals that unlocking business growth becomes more accessible when companies identify and focus on their "Sweet Spot," a state achieved when three vital business elements align seamlessly. When these components harmonize, growth becomes a smoother path to navigate. Donna also introduces the Pumpkin Plan Certification program, which systematizes business growth coaching, enabling advisors to consistently deliver successful results to their clients without the need to reinvent the wheel every time.   Website:https://pumpkinplanyourbiz.com Email Address:[email protected] Twitter Handles: @DonnaLeyens @PumpkinPlanBiz Facebook: https://www.facebook.com/Pumpkin-Plan-Your-Biz-105297761307094 LinkedIn: https://www.linkedin.com/company/pumpkin-plan-your-biz https://www.linkedin.com/in/donna-wolf-leyens-mba/ Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary In today's GMAP podcast episode, Chris Burns, the founder of Your Cyber Team, delves into the critical topic of selecting the right cybersecurity partner as your paramount business decision for 2024. He underscores the mounting intricacy of cyber threats, emphasizing the importance of a robust defense strategy. Discussing the evolving regulatory landscape, he highlights the need for businesses to stay compliant and navigate legal requirements effectively. Chris delves into the substantial financial and reputational consequences of cyber breaches, underscoring the dire need for proactive cybersecurity measures. He emphasizes that cyber resilience is no longer optional but a fundamental business imperative, asserting the significance of future-proofing and scalability in safeguarding an organization's digital assets against evolving threats and challenges.   LinkedIn:https://www.linkedin.com/in/chrismburns/ Instagram:@yourcyberteam TikTok:@yourcyberteam Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary In this episode, John Briggs, owner of Incite Tax, joins the "Grow My Accounting Practice" podcast. The discussion dissects prevalent myths hindering business growth, offering insights to debunk these misconceptions and facilitate sustainable growth. Addressing the issue of burnout, John provides practical tips for business owners teetering on the edge, emphasizing self-awareness and proactive strategies to combat burnout effectively. The importance of balancing stressors and self-care was underscored, emphasizing a balanced approach to mitigate burnout risks. John shares three actionable tips to proactively avoid burnout—prioritizing self-care, setting clear boundaries, and leveraging technology for efficiency. The conversation extends to recognizing burnout across industries, highlighting the need for tailored strategies and support systems for professionals in various sectors. This episode equips listeners with valuable insights to navigate business growth while preserving personal well-being. Dispelling myths, identifying burnout signs, and implementing effective strategies are essential for a successful and fulfilling entrepreneurial journey.   Websites:https://incitetax.com Facebook:https://www.facebook.com/incitetax Twitter:https://twitter.com/incitetax Pinterest:https://www.pinterest.com/incitetax/ LinkedIn:https://linkedin.com/company/incitetax YouTube:https://youtube.com/incitetax Instagram:https://instagram.com/incitetax TikTok:https://www.tiktok.com/@incitetax Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary In this episode of the Grow My Accounting Practice Podcast, we were joined by James Masotti, the owner of Our Team Accounting. James discusses the strategic decision to acquire a bookkeeping company and how it aligns with their growth vision. He shares insights from the first 90 days post-acquisition, emphasizing the smooth transition and integration strategies. One highlight is the adoption of Profit First, a transformative financial management approach, and its positive impact on Our Team Accounting. James also touches on implementing the Entrepreneurial Operating System (EOS) for efficient operations and how it enhances productivity and accountability. James emphasizes the significant role of a positive organizational culture, underscoring its value in talent retention and business success. Overall, the episode provides valuable insights into financial methodologies, operational frameworks, and the importance of fostering a strong culture in accounting practices.   Websites: ourteamaccounting.com LinkedIn: https://www.linkedin.com/in/jamesmasotti/ Instagram: https://www.instagram.com/james_masotti/ Twitter: https://twitter.com/JamesMasotti Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary In this episode of the Grow My Accounting Practice Podcast, we have Alison Lukin from Officially Social as our guest, delving into critical aspects of marketing and social media strategies for small businesses. The episode begins with an exciting partnership announcement with Profit First. This partnership provides a valuable opportunity for aligning business strategies with Profit First principles. A major focus is on the evolving landscape of social media and marketing budgets for small businesses. Alison highlights the recent trend of budget reductions and discussed strategies to navigate this challenge while maintaining a robust online presence. Alison emphasizes Officially Social's custom quality content calendars, addressing budget constraints while delivering tailored, high-quality content—a solution for businesses aiming to enhance their social media presence effectively. Furthermore, the discussion explores the creation of branded calendars for businesses, including Profit First Professionals, offering a unique branding opportunity while providing valuable content to the audience. The episode also touches upon the transformative changes in social media over the past year, from shifting formats to evolving algorithms. Alison provides insights into the adjustments necessary for small business owners to stay relevant and succeed in this dynamic online landscape. Lastly, the conversation delves into the realm of artificial intelligence (AI) in social media, discussing leveraging AI for strategic advantages and highlighting potential risks. The discussion offers a balanced perspective on using AI as a powerful tool for growth, emphasizing the need for cautious and informed utilization. Overall, this episode provides a wealth of knowledge and actionable insights, covering vital aspects of marketing, social media, and the strategic collaboration with Profit First, offering a holistic approach to financial and online success for businesses.   Websites: www.OfficiallySocial.com Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary In this episode of the Grow My Accounting Practice podcast, we had the pleasure of hosting Laurence Whittam, the Founder and Managing Director of Impact Global Solutions. With extensive expertise in outsourcing, specifically tailored for accountants and businesses seeking to optimize their client management processes, Laurence shared valuable insights and experiences. The discussion begins by delving into the origins of Impact Global Solutions and its fundamental mission. Laurence shed light on why he founded the company, underlining the drive to create a platform that simplifies and enhances outsourcing for businesses, especially in the accounting sector. One of the focal points of the conversation is the exploration of the manifold benefits tied to outsourcing. Laurence elucidates the advantages that businesses can derive from efficient outsourcing practices, emphasizing the potential for increased efficiency, cost-effectiveness, and the ability to focus on core competencies. However, outsourcing isn't without its challenges, and Laurence didn't shy away from addressing them. He outlines some of the most common hurdles that businesses encounter when engaging in outsourcing, providing valuable insights to navigate and mitigate these challenges effectively. Determining the right time for a business to transition into outsourcing is another key area of discussion. Laurence shares his expertise on the readiness indicators, enabling businesses to recognize when they are primed for the outsourcing journey, ensuring a seamless integration into their operations. Lastly, Laurence offers a glimpse into the future, discussing emerging trends in the outsourcing landscape. He explores how the dynamics of outsourcing are evolving and predicts future trends that businesses should be aware of to stay ahead of the curve. Overall, this episode provides a comprehensive understanding of the world of outsourcing, offering listeners key takeaways to consider when contemplating or optimizing their outsourcing strategies. Websites: https://www.linkedin.com/in/laurencewhittam/ Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary In this episode, we are delighted to welcome Fady Hawatmeh, as our esteemed guest. Fady brings a wealth of experience and insights to the table, making this episode a must-listen for anyone interested in the world of finance and AI. Fady's journey in the financial world is both inspiring and informative. He started by running an outsourced CFO firm, gaining hands-on experience in managing the financial aspects of various businesses. One of the key highlights of his career is his unwavering determination to leverage AI in financial models, even when many skeptics believed it was impossible. Fady's resilience and vision paved the way for the successful launch of Clockwork AI. Beyond his professional accomplishments, Fady's upbringing in a family-owned restaurant instilled in him a deep appreciation for the value of hard work and dedication. This foundation has undoubtedly contributed to his success in the financial industry. Fady's expertise also extends to his role as CFO and COO of a venture-backed seed stage company, where he played a pivotal role in scaling the company to Series A funding. His ability to navigate the complexities of financial growth strategies is a testament to his proficiency in the field. One of the remarkable aspects of Fady's entrepreneurial journey is his four-year bootstrapping of Clockwork AI before securing venture capital funding. This commitment to self-sufficiency and determination to build a strong foundation for his company showcases Fady's strategic thinking and dedication to his vision. In this episode, Fady shares valuable insights into the world of AI in finance, the challenges he faced, and the lessons he learned along the way. His story is a testament to the power of persistence, innovation, and a strong entrepreneurial spirit. Tune in to gain a deeper understanding of how AI is transforming the financial landscape and how Fady's journey can inspire your own path to success.   Websites:https://www.clockwork.ai/ Podcast: https://www.spotify/show Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary In this insightful episode of the Grow My Accounting Practice podcast, we have the privilege of hosting Rhamy Alejean, founder of People Processes. The discussion primarily focuses on People Processes' partnership with Profit First Professionals and delves into essential HR aspects. Rhamy illuminates when it makes sense for businesses to invest in HR. He emphasizes the pivotal role HR plays in a business's growth and when it's advantageous to consider establishing or enhancing an HR department. The conversation then shifts to practical insights on implementing an efficient HR department. Rhamy provides valuable strategies for building and sustaining a high-performing HR team. Key functions that HR should handle are also highlighted by Rhamy, shedding light on HR's multifaceted responsibilities beyond traditional personnel management. This episode concludes by addressing contemporary HR topics. Rhamy discusses the significance of AI policies, navigating the return to work, ensuring compliance in fully remote companies, defining organizational culture, and effectively training future leaders. Rhamy's expertise from People Processes, combined with Profit First Professionals' financial acumen, presents a powerful partnership for businesses aiming for comprehensive success. This episode offers invaluable insights into the dynamic intersection of HR and financial management, providing listeners with actionable takeaways for business growth and sustainability.   Websites:peopleprocesses.com Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary In this episode of the Grow My Accounting Practice podcast, we were honored to have Profit First Professional RJon Robins as our guest, who has recently unveiled his book, Profit First For Lawyers. RJon illuminates that Profit First For Lawyers, while tailored to legal practitioners, holds relevance for a wide audience. Its financial strategies extend beyond law and can benefit any business aiming for increased profitability and stability. The discussion turns to advising others, raising the question of recommending the book to legal advisors. By enhancing financial acumen, this book can empower lawyers to provide even better service to their clients. Exploring the concept of How To Manage A Small Law Firm, RJon unveils this initiative he co-founded. The venture empowers small law firms with practical strategies for effective financial management. Leveraging his extensive experience, RJon outlines common financial pitfalls faced by small law firms and businesses. He underscores the importance of a structured financial approach to avoid these repetitive mistakes. RJon's personal journey with Profit First showcases how implementing its principles transforms not only his business operations but also his personal financial well-being. Amid intriguing revelations, RJon shares an amusing anecdote about his team launching a podcast on his behalf while he was abroad. He discovers this endeavor on stage in front of a large audience, realizing that his podcast was already five episodes deep. Websites:http://www.howtomanagesmalllawfirm.com/ Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary In this engaging episode, we sit down with Mike Milan, a dynamic expert in business coaching and advisory services. Mike shares his journey and insights, touching on key points that have shaped his path in the world of accounting and coaching. Mike delves into the exciting partnership between Profit First and his advisory programs, discussing the natural alignment between the two programs and the enhanced value they bring to businesses. He also reflects on his personal evolution from skepticism about coaching programs to embracing them as powerful tools. Mike highlights how a structured process can streamline and enhance business practices, bridging the gap between academic mathematics and practical application. As he discusses his transition from a traditional role to becoming a full-time coach, Mike shares how he identified the needs of business owners and developed services that resonated with them. He introduces the Clear Path To Cash Professional program, an end-to-end advisory services program designed for implementation within 90 days. Mike elaborates on its structure and the transformative benefits it offers to business owners. Join us for an enlightening conversation with Mike Milan as he shares his insights, experiences, and the innovative strategies that are shaping the future of advisory services in the accounting industry. Tune in to gain valuable perspectives on how to elevate your accounting practice and provide exceptional value to your clients.   Websites:https://cashflowmike.com Facebook: https://www.facebook.com/groups/theclearpathtocash Instagram:https://www.instagram.com/thecashflowmike/ Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary On today's episode of the Grow My Accounting Practice Podcast, we are joined by the insightful Crista Grasso. Throughout the conversation, she delves into several crucial topics that resonate with entrepreneurs looking to enhance their business practices. Crista begins by shedding light on the major culprits behind wasted time and reduced profits within a business. She emphasizes the significance of streamlining processes and eliminating unnecessary complexities, allowing entrepreneurs to regain valuable resources. The concept of a business being "lean, luxe, and leveraged" takes center stage as Crista discusses the importance of sustainable scaling. She highlights how adopting this approach can lead to efficient growth and heightened profitability, while also enhancing the overall experience for both clients and team members. Navigating the challenging phase between $500k and $5m in revenue, often referred to as the "messy middle," presents unique obstacles. Crista points out common blunders entrepreneurs tend to make during this critical stage of scaling. By identifying these pitfalls, entrepreneurs can make more informed decisions and chart a successful path forward. An innovative strategy that Crista introduces is the concept of lean strategic planning. Tailored specifically for small businesses, this approach contrasts with traditional planning methods. It empowers businesses to adapt quickly to changing circumstances and seize opportunities with agility. Lastly, Crista emphasizes the essential role of a SOL (Strategy and Operations Leader) in the scaling process. She explains how having a dedicated individual in this role allows the business to grow without solely relying on the founder. This strategic delegation ultimately leads to a more sustainable and autonomous scaling process. In this engaging podcast episode, Crista Grasso offers a wealth of insights for entrepreneurs seeking to optimize their business operations, navigate the challenges of scaling, and create a foundation for long-term success.   Websites:https://www.leanoutmethod.com http://leanoutpodcast.com https://www.leanoutmethod.com/waste Instagram:http://instagram.com/cristagrasso Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary Join us on the latest episode of the Grow My Accounting Practice Podcast featuring special guest Stacy Tuschl, a business dynamo who transformed her backyard startup into a multi-million-dollar enterprise. Tune in as Stacy shares her insights on creating a highly efficient remote team. Here's a sneak peek into our conversation: 🔹 Avoiding Micromanagement: Discover effective strategies to lead your team without stifling their autonomy. 🔹 People First Leadership: Stacy elaborates on the concept of People First leadership, explaining how it can revolutionize your team dynamics. 🔹 Building Trust: CEOs often struggle with delegating tasks. Stacy offers actionable steps to foster trust among your team members. 🔹 Boosting Team Efficiency: Uncover Stacy's valuable tips and tools for optimizing your team's performance. 🔹 Hiring and Scaling: As your business grows, learn from Stacy how to successfully hire, train, and maximize the potential of your dream team. Don't miss out on this insightful episode where Stacy Tuschl guides us through the art of creating a streamlined and productive remote team. Tune in now and transform your team dynamics for the better!   Websites:https://stacytuschl.com/ www.welloiledoperations.com Podcast:https://stacytuschl.com/podcast/ Pinterest:http://www.pinterest.com/stacytuschl LinkedIn: http://www.linkedin.com/stacytuschl Instagram:http://www.instagram.com/stacytuschl Facebook:https://www.facebook.com/stacytuschl Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary In this captivating episode of the Grow My Accounting Practice (GMAP) podcast, we sit down with the brilliant and resilient Michelle Grecni, owner of East Coast Tags LLC and Brevard Screen Printing. Michelle's entrepreneurial journey is marked by overcoming burnout, finding solace in a supportive community, achieving profitability, mastering social media marketing, and excelling in the screen printing industry. Michelle opens up about her personal experience with burnout, a challenge that many entrepreneurs face. She shares valuable insights on recognizing the signs, coping strategies, and the importance of prioritizing self-care to maintain a healthy work-life balance. As a business owner, Michelle knows firsthand the loneliness that can accompany entrepreneurship. She delves into the significance of building a strong community of like-minded individuals, both for emotional support and to exchange valuable ideas and knowledge. With her vast expertise, Michelle unveils the secrets behind turning her ventures, East Coast Tags and Brevard Screen Printing, into profitable and thriving businesses. She sheds light on the strategies and mindset shifts that propelled her companies to success. Social media marketing is a powerful tool for business growth, and Michelle is a master in this realm. She shares her top tips and tricks for leveraging social media platforms effectively, allowing businesses to reach and engage with their target audience authentically. Lastly, Michelle takes us through the world of screen printing, explaining the intricacies and nuances of this craft. She showcases the creative process behind her unique apparel designs and the challenges and triumphs of running a successful screen printing division. This episode is a treasure trove of wisdom for entrepreneurs and business owners seeking inspiration, practical advice, and camaraderie on their journey to success. Tune in as Michelle Grecni reveals her remarkable story and the lessons she's learned along the way on the GMAP podcast.   Websites:https://www.eastcoasttags.com Instagram:https://www.instagram.com/eastcoasttags/ https://www.instagram.com/michellegrecni TikTok:https://www.tiktok.com/@eastcoasttags Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary In this insightful episode, we are honored to have Patty Block, a seasoned expert in empowering women business owners and helping them achieve success in their ventures. Patty delves into crucial topics that resonate with both women entrepreneurs and accounting professionals alike. Talking Points with Patty: 1️⃣ Challenges Women Business Owners Face: Patty sheds light on the biggest challenges faced by women in the business world. From navigating gender biases to achieving work-life balance, Patty provides valuable insights into empowering women to overcome these hurdles. 2️⃣ Unraveling The Broken Cookie Effect®: Patty introduces us to The Broken Cookie Effect®, a concept that impacts many women in business. Learn how this phenomenon can influence decision-making and discover strategies to break free from its constraints. 3️⃣ Preparing for Business Exit: Thinking about exiting a business can be overwhelming. Patty shares the primary challenges business owners face when contemplating an exit and offers guidance on how to approach this critical phase effectively. 4️⃣ The Path to Exit Readiness: What does it mean to be "exit ready"? Patty explains the essential steps and considerations to ensure a smooth and successful transition when the time comes to exit your business. 5️⃣ Unique Challenges for Accountants and Bookkeepers: Accounting professionals face distinctive challenges in their practices. Patty explores these challenges and suggests ways to navigate them effectively while delivering top-notch service to clients. Join us for this engaging episode, where Patty Block imparts her wealth of knowledge and empowers women entrepreneurs to thrive in their businesses while providing valuable insights for accounting professionals. 🔊 Don't miss this episode! Tune in now to grow your accounting practice with Patty's invaluable expertise. 🔊   Discover Your Exit Readiness Index:https://theblockgroup.net/exit-readiness-index Websites:https://www.theblockgroup.net/ Facebook:https://www.facebook.com/patty.block/ LinkedIn:https://www.linkedin.com/in/pattyblock/ Books:http://www.yourhiddenadvantage.com/ Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary Welcome to the latest episode of the Grow My Accounting Practice podcast, where we sit down with Kelley Brubaker, a seasoned CPA and owner of Profit Scale Thrive. Kelley shares her journey of being self-employed for almost 20 years and the challenges she faced in providing services she didn't enjoy due to her aversion to sales and rejection. During the episode, Kelley talks about her conversations with Ron Saharyan regarding the "Value Starts with Hello" framework. Implementing this approach gave her newfound confidence while engaging with potential clients, as she had unique and compelling questions that set her apart from other advisors and coaches. Kelley's mindset shift regarding sales calls came after a conversation with fellow PFP Tara Newman, who introduced the concept of "curiosity calls" as an alternative to traditional sales calls. This change in terminology empowered Kelley to approach initial client conversations with a fresh perspective. The podcast delves into how Kelley combined the "Value Starts with Hello" framework with "Curiosity Calls," leading to a powerful and effective approach in client interactions. Kelley also shares her organizational strategy, utilizing the app "Fellow," to create agendas, take private notes, and make to-do lists during meetings. She developed a template agenda that encompasses the entire "Value Starts with Hello" framework, highlighting her favorite questions while leaving room for backup questions. This enables her to conduct thorough research before the call and document critical details directly on the agenda, keeping her notes readily accessible during discussions. Join us in this insightful episode as Kelley Brubaker shares her invaluable experiences, strategies, and transformational approaches to client interactions as a CPA.   Websites: https://www.profitscalethrive.com/ Facebook: https://www.facebook.com/profit.scale.thrive LinkedIn: https://www.linkedin.com/in/kelleybrubakercpa/ YouTube: https://www.youtube.com/@profit.scale.thrive Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary In this episode of the Grow My Accounting Podcast, Annette de Lancey, a seasoned expert in manufacturing business ownership and management, shares valuable insights. She highlights the stark differences between service and manufacturing businesses, emphasizing the importance of profitability for growth and scalability. Annette's expertise covers both in-house manufacturing and outsourcing, providing listeners with a comprehensive understanding of the industry. Annette delves into the unique challenges and opportunities when working with manufacturing clients, emphasizing the significance of effectively managing costs and optimizing profit margins. She highlights the critical role of the cost of goods sold (COGS) in manufacturing operations and how it impacts financial health. Additionally, Annette discusses the value of collaboration, showcasing her successful partnership with Jason Snyder, a PFP Mastery Member, in creating a captivating livecast/podcast. Together, they explore unconventional promotional opportunities that can help manufacturing businesses stand out. Tune in to this episode of the Grow My Accounting Podcast to gain valuable insights from Annette de Lancey on navigating the manufacturing business landscape. Her expertise and practical advice will equip accounting professionals and business owners with the knowledge needed to thrive in this specialized industry.   Websites: www.castcoverz.com www.shemakesproducts.com Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary In today's GMAP episode, we welcome Kasey Anton, a Profit First Professional and author of "Profit First for Restaurants." Kasey shares her expertise in transforming restaurants into cash-making machines through the implementation of Profit First principles. With a background in the restaurant industry and experience as a business consultant, Kasey understands the unique challenges faced by restaurant owners. She emphasized the importance of understanding the business model, analyzing costs, and driving profitability through informed decision-making. Kasey's direct approach in working with restaurant owners focuses on actionable steps to improve financial performance. By identifying areas of waste, reducing expenses, and implementing Profit First strategies, she helps restaurants become more financially efficient. Her book, "Profit First for Restaurants," offers practical guidance tailored specifically to the restaurant industry. It provides actionable strategies to help owners effectively implement Profit First principles. Listeners gain valuable insights into financial management within the restaurant industry and learned practical strategies to improve profitability.    Websites: https://profitfirst4restaurants.com/  https://sparkbusinessconsulting.com/ http://kaseyanton.com/ Facebook: https://www.facebook.com/SparkBusinessConsulting Instagram: https://instagram.com/sparkbusinessconsulting Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary Join us on the latest episode of Grow My Accounting Practice Podcast as we sit down with Wally Malesh, an Executive Coach with KW MAPS, for an insightful conversation on various topics related to business planning, financial strategies, and personal growth. Here's a glimpse of what to expect: Starting Business Planning with Profit: Wally shares insights on implementing Profit First principles from the beginning, setting a strong foundation for success. Staying the Course: Discover how to maintain consistency and persevere through challenges on your entrepreneurial journey. Financial Master Mind Group: Learn the benefits of collaborating with like-minded individuals to enhance your financial intelligence. Paying it Forward: Hear inspiring stories of giving back and supporting others to fuel personal growth and fulfillment. Beyond Profit First to Wealth Planning: Explore strategies for long-term financial security and achieving wealth goals beyond Profit First. Don't miss this enlightening conversation with Wally Malesh, where he shares his wisdom and practical tips for business planning, financial mastery, and personal growth. Tune for an episode packed with valuable insights that can transform your approach to entrepreneurship and wealth planning.   Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary David Steininger, a guest on the Grow My Accounting Practice Podcast, shares valuable insights on various aspects of entrepreneurship. David discusses his journey of starting his business, highlighting the importance of taking small steps and making incremental improvements along the way. The episode continues where David explains the motivation behind Self-Employment Sidekick and emphasizes the significance of entrepreneurs having a sidekick or support system. He underscores the role of a supportive community in the success of entrepreneurs. He also explores common challenges faced when transitioning to full-time self-employment. David provides practical advice on overcoming these obstacles and shares strategies to navigate the path to entrepreneurship successfully. Next, David reveals one of the initial coaching steps he takes with his clients. He focuses on helping clients align their lifestyle with their business goals, ensuring a harmonious balance that leads to long-term success. Finally, David's "Be Yourself for the Benefit of Others" segment delves into his personal obsession with Hawaiian pizza. This serves as a parable to highlight the value of authenticity. David encourages individuals to embrace their true selves, showcasing the positive impact it has on both personal and professional relationships. Overall, the podcast episode featuring David Steininger covers a wide range of topics including incremental improvements, the importance of community, overcoming obstacles in self-employment, aligning lifestyle and business goals, and the value of authenticity for personal and professional growth. Website: selfemploymentsidekick.com brerro.com Youtube: youtube.com/@selfemploymentsidekick Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary Join David as he delves into the significance of automating financial and accounting processes and the advantages of seamless data integrations. In his presentation, David will specifically focus on the return on investment (ROI) that automation brings to Client Accounting Services (CAS). By attending this podcast, you'll gain insights on the following benefits of automation for CAS: a remarkable 70-80% reduction in manual data loading efforts into your ERP system a substantial ROI within the first year and ongoing growth, and an accelerated close process Discover how to minimize manual work and maximize billable hours by harnessing the power of automation.   Website: https://lp.datablend.com/outsourcing-roi https://datablend.com/ LinkedIn: https://www.linkedin.com/in/furthdavids/ Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary Shweta Patel shares her inspiring journey encompassing various aspects of her life. As a physician, she initially struggled with understanding and managing finances, referring to herself as financially dyslexic. However, her experience as a Navy doctor and veteran provided her with invaluable insights and the opportunity to contribute to the healthcare of military personnel. Transitioning from real estate investing to entrepreneurship, Shweta took on the challenge of launching her own startup, demonstrating her willingness to embrace new ventures and take risks. Throughout her endeavors, she emphasized the importance of looking beyond oneself and striving for global impact, reflecting her aspiration to create positive change on a larger scale. Shweta Patel's story embodies resilience, growth, and the pursuit of making a difference in both personal and global spheres.   Website: https://gayawellness.org/ Facebook: https://www.facebook.com/GAYAWELLNESS.ORG Instagram: https://www.instagram.com/gaya_wellness/ Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary In the beginning, it was very hard for Christina to reconcile service and business because she wanted to serve and help people. It was difficult to equate that with a billable amount – charging someone for helping them when she was unsure of her own value. The notion of "let me help you because I was blessed with this skillset, but let me charge you for it" didn't feel like a natural fit. Initially, Christina took on many clients whom she loved, and each lesson was valuable, but she didn't charge what she was worth. She worked tirelessly for minimal compensation. What she failed to recognize was that while she was focused on serving others, she had a commitment to her family that she was inadvertently neglecting. Our body's internal response to fear and excitement is the same. Rather than always saying, "I'm scared," Christina realized there was a part of her that felt excitement about the possibilities beyond fear. She recognized that her gut instinct was her guide. Sometimes we find ourselves in uncomfortable situations, shaking on the inside, and Christina decided that when that happens, it's her cue to take action. Her gut instinct propels her forward, even in moments of fear. Embracing the feeling of doing it scared put Christina in a position to hire a full-time person. She is on the verge of achieving clockwork in her business, a reality she didn't think was possible. It also allowed her to quickly address things she didn't want to continue doing and work on finding an exit plan. It completely transformed her situation and enabled substantial growth.   Website: https://springsteadsolutions.com/ Facebook: https://www.facebook.com/springsteadsolutions LinkedIn: https://www.linkedin.com/in/christinaspringstead/ Instagram: https://www.instagram.com/springsteadsolutions/ Corporate Partner: People Process – https://peopleprocesses.com/

In this engaging show, we delve into the topic of "Is your overwhelm an ops issue?" Our discussion explores various aspects related to operational streamlining and how it can uncover areas of opportunity. Melissa Morris, the founder of Agency Authority, addresses common challenges faced by businesses, including marketing gaps, overly customized offers, inconsistencies in the business model, unmet team needs, and the absence of performance standards and evaluations. Additionally, we examine operational mis-fixes that can hinder progress. These missteps may include haphazardly shifting internal communications from email to Slack without a defined communication plan, relying on templated workflows that may not suit specific requirements, or hastily changing project management tools due to outgrowing the current system. Melissa emphasizes the importance of avoiding such pitfalls. Furthermore, Melissa sheds light on how accidental firm or practice owners often develop their business processes in isolated silos. We explore the inherent challenges this growth approach presents and provide insights into overcoming these obstacles effectively. Lastly, she focuses on the crucial task of selecting the right tools for your business. She discusses the important steps that should be taken before implementing any new tool, ensuring that it aligns with your unique requirements and contributes to your operational success. Join us for an informative and thought-provoking discussion as we uncover the keys to overcoming overwhelm and optimizing operations in your business.   Website: https://www.youragencyauthority.com/ Facebook: https://www.facebook.com/agencyauthority LinkedIn: https://www.linkedin.com/in/melissavmorris/ Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary In this episode, Mike shares the details of Clear Path To Cash. It consists of eight financial concepts aimed at helping businesses maximize their cash in various situations. Mike asserts his ability to analyze a company's financial statements in 7 minutes or less, thanks to his creation of The Home Run Financial System, a comprehensive technique that covers all essential aspects. His website boasts about his success in uncovering over $150 million in hidden cash for his clients. To illustrate, in January alone, he utilized a technique called Mining Your Business For Hidden Cash, resulting in the discovery of over $1.5 million. This method involves six calculations centered around three Cash Generating Activities and three Cash Conversion Activities specific to one's business. In his book, Mike introduces the term D.U.M.B., which characterizes business owners who Don't Understand My Business. Surprisingly, Mike himself once fell into this category and experienced many of the situations outlined in the book. Throughout his career, Mike has extensively collaborated with bankers. He acknowledges their frustrations when working with small business owners, which include concerns regarding loyalty, liquidity, timeliness, and the preparation of their clients.   Website: https://cashflowmike.com Facebook: https://www.facebook.com/groups/theclearpathtocash Instagram: https://www.instagram.com/thecashflowmike/ Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary In this episode, Fady shares with us about being a CFO and how it differs from accounting. He also discusses the difference between the skill sets required for accounting and finance, and how a proper CFO and accountant understand this difference. He also mentions the rise of outsourced, virtual, and fractional CFOs, and how the allure of the CFO role has led to people evolving their titles without necessarily evolving their skills, which he finds dangerous. Overall, Fady emphasizes the importance of understanding the skill sets required for the CFO role and the dangers of superficially evolving one's title without actually evolving one's skills.   Website: www.clockwork.ai Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary Show Summary "Your health is your most valuable asset." When growing a financial practice it's common for health to take a backseat - and eventually become a liability. But it doesn't have to be that way. Stevyn has discovered that those with better health, less stress, longer healthspans, and more successful, fulfilling careers treat their health like an asset.  Learn more from Stevyn in this episode as she challenges advisors to see health as an integral part of financial planning and inspires them to treat their health like an asset so they can grow 'wellthy.'   Websites: www.growwellthy.com www.growwellthy.com/quiz www.growwellthy.com/wellthwebinars LinkedIn: www.linkedin.com/in/stevyn-guinnip Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary Being a Profit First Professional as a Profits coach, the name is something everyone recognizes and it gives her the credibility and makes that introduction to new potential clients easier.  For most business owners, life is overwhelming. You have staffing, hiring, training, customers, customer problems, marketing, but you have to reserve a portion of your calendar to be proactive. This is where your profit generating retains and reviews come into place. Learn more about this from Hilary in this episode of Grow My Accounting Practice Podcast.   Website: https://www.hendershottwealth.com https://www.moneyblueprintprogram.com https://www.instagram.com/hilary.hendershott https://www.facebook.com/hilaryhendershott Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary "Therapists resist profit, when they should embrace it." In this episode, Julie Herres shares about her new book, Profit First for Therapists which will be launched on May 2nd.  "PROFIT EQUALS IMPACT!"   Website: https://www.profitfirstfortherapists.com/ https://www.greenoakaccounting.com/ Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary How can one generate revenue through virtual events? In this episode, Moshe shares with us how he does this and how he was able to raise over $100,000 in sponsorship for his events. Moshe also discusses why we need an abundance mindset and why we should not be afraid of competition. Learn more about some tips and tricks on how to get started or improve your virtual events!   Website: https://www.profitwithlaw.com/ Instagram: https://www.facebook.com/profitwithlaw LinkedIn: https://www.linkedin.com/showcase/profitwithlaw/ Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary Start doing something and be consistent. Hone your expertise and talk about it more because that's how people will know you. Be you all out! In this episode, Chris Ducker shares with us why we need multiple steams of income. Chris says that he is a big believer that if you are building a business based around your expertise, skill set, ultimately know for within your industry, it is just smart to have several different revenues of income. He also discusses the 6 Income Heroes he shared when he spoke at ProfitCon. Learn more tips about having multiple streams of income by listening to this episode!   Website: chrisducker.com Instagram: instagram.com/chrisducker Twitter: twitter.com/chrisducker Facebook: facebook.com/chrisduckerdotcom Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary Having high energy doesn't always mean you're an extrovert. In this episode, Angie shares with us how she brings out energy as an introvert and builds her confidence to inspire other people, especially other Profit First Professionals to go out there and present themselves. Take a listen!   Website: www.profitfirstprofessionals.com Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary This is a special episode with Relay Financial's CEO and Co-Founder, Yoseph West! We know how challenging it is for people who implement Profit First in their businesses to find a banking solution that works for them and their clients. It takes convincing, negotiating, and adapting to do Profit First banking which costs time and forces you and your clients to make difficult tradeoffs. In this episode, Yoseph shares with us what Relay Financial is and why it is so great for Profit First banking. Relay knows accounting, bookkeeping, and client advisory. The roots of their business lie in the industry. But more importantly, their product truly enables Profit First banking. Relay is a financial technology company, not a bank, which Yoseph explains in this episode. The banking features aren’t the only reason we’re so excited to work with Relay’s team. It comes down to how invested they are in Profit First and the Profit First Professionals community.   Website: www.relayfi.com Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary Let's learn from Adrienne Bellehumeur how to make your documentation process fun and exciting. In this episode, Adrienne shares with us that documentation is a collaborative exercise. She also shares with us some of her best practices for delivering "why?" for documenting. She uses a documentation approach she developed called "Dynamic Documentation". Want to learn more? Listen to this episode now!   Websites: https://riskoversight.ca/ https://www.bellehumeurco.com/ Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary "You are in charge of your business", Ron Saharyan. Pricing is important, but Value Starts With HELLO! You realize that accounting and bookkeeping can unlock the potential of any company. Set yourself apart from the competition by asking better questions right from the start. Your future clients want you to understand their vision and goals and understand how you'll get them there. All of this can happen in your very first conversation. Listen more tips from Grow My Accounting Practice podcasts hosts, Mike Michalowicz, Ron Saharyan, and Liz Szporn, and download our FREE guide to learn how and never compete on price again.   Value Starts With Hello: https://profitfirstprofessionals.com/value-starts-with-hello/ Website: https://profitfirstprofessionals.com Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary Jeffrey Shaw shares in this episode how he got the idea of writing a book about self-employment. He stresses that one of the core problems of being self-employed is that they don't ask for help. His book, The Self-Employed Life, is an insightful book for self-driven individuals. Take a listen to this episode and learn more with Jeffrey about Silo Mentality, Hug Marketing, the importance of calling yourself self-employed, and a whole lot more!   Websites: https://jeffreyshaw.com https://selfemployedbusinessinstitute.com LinkedIn: https://www.linkedin.com/in/jeffreyshawauthor/ Instagram: https://www.instagram.com/jeffreyshaw/ Facebook: https://www.facebook.com/JeffreyShawAuthor   Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary In this episode, Jamie Beresford, founder of Practice Protect, shares what cybersecurity means with the three pillars of cybersecurity. "Cyber security is not about data storage, it's about data access. Hackers don't hack, they trick. They trick users into divulging the information to use legitimate access to access systems illegitimately." He also talks about email fraud and how technology is changing for CPAs. Toward the end of the episode, Jamie shares tips with our listeners on what you can use to help your team avoid having hackers trick you into accessing your information.   Website: https://practiceprotect.com/ LinkedIn: https://www.linkedin.com/in/jamie-beresford/ Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary "When you find something that works, you're not in discovery anymore. Now you're in scaling mode." In this episode, Simon Severino shares the definition of scaling. He also talks about the two different stages of finding and scaling and elaborates on them with three other stages: the turtle stage, the cheetah stage, and the dog stage. Do you also want to know how Simon doubles his revenue in 90 days? Take a listen!   Website: https://www.strategysprints.com/ Facebook: https://www.facebook.com/strategysprints/ Instagram: https://www.instagram.com/strategysprints/ Twitter: https://www.twitter.com/strategysprints LinkedIn: https://www.linkedin.com/in/simonseverino/ Youtube: https://www.youtube.com/channel/UCnSFgJd0CrsEdQdO21txR2A Podcast: https://podcasts.apple.com/us/podcast/strategy-sprints/id1299008831 Amazon: https://www.amazon.com/Strategy-Sprints-Accelerate-Growth-Business Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary Jayden has the gift of creating millionaires. He shares in this episode how important it is to know your niche and your specialized skill, which will lead to business development. He also shares the most significant challenge he encountered in growing his firm. Jayden spoke by his experience. Most entrepreneurs that lean into their traumatic experience and use their business to resolve that or move through it offer the most driven entrepreneurs because there's a deeper purpose behind it. When you try to explore the traumas in your life, they will perhaps become a driving force for a very successful business. Jayden is full of knowledge and offers us a bunch of game plans. Write it down, and do it.   Website: accounting-atlanta.com Instagram: https://www.instagram.com/thegreatjayden/ Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary In this episode, Micky Deming shares with us that the simplicity of all marketing is clarity, finding value, and proper communication. It is the ability to know whom we're speaking to and how to approach it. Micky discusses why creating content and educating an audience works in accounting firm marketing and how these firms succeed and stand out with marketing and messaging.   Website: www.fullstadium.co LinkedIn: https://www.linkedin.com/in/micky-deming-015a4610/ https://www.linkedin.com/company/full-stadium/ Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary Live by the platinum rule of treating others as to how others want to be treated, which is one of the problems leaders, and business owners have. They often assume that others want to be treated the same as them. In this episode, Dr. Gena Cox shares why respect is the key to making an organization attractive to new talents. People want to be seen, heard, and valued. Respect is really the driver of employee engagement and satisfaction that is likely to cause employees in your organization to stay and to be an attractor to others who might consider the organization.   Website: https://www.genacox.com LinkedIn: https://www.linkedin.com/genacox Free Resource: https://www.rediwarmup.com/gena-cox/ Excerpt from Gena's book: https://genacox.com/leadinginclusionexcerpt Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary "When you criticize yourself, you're less likely to achieve your goals. So find a way to love yourself." This is one of the things Linda emphasizes in this episode - to be kind to ourselves. Traumas from our past are part of the reasons why so many people suffer from anxiety around public speaking. Linda shares the best ways to build confidence. She also points out the common mistakes people make when trying to overcome their fears. In her book, Delight In The Limelight: Overcome Your Fear of Being Seen and Realize Your Dreams, she devotes a whole chapter to breathing and her voice which helps her build her confidence and become a better speaker.   Website: https://www.lindaugelow.com/   Facebook:   https://www.facebook.com/linda.ugelow/   LinekdIn:   https://www.linkedin.com/in/lindaugelow/   TikTok:   https://www.tiktok.com/@lindaugelow Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary  Mike spoke at Profit Con 2022 and shared a powerful and transformational mind growth strategy while engaging a room full of financial professionals and business owners. In this episode, Mike shares how he, as a speaker, triggers transformation from his audiences by bringing their similar experiences and traumas to light where everyone can relate. He also speaks about the secret sauces of personal growth and development.   Website: freePersonalGrowthtrainings.com Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary In this episode, Barry Moltz helps us what to do if we're a small business and we're stuck. He shares that people only change if they are in incredible amount of pain so you have to identify what the biggest pain a small business owner has and why they can't stay where they are while leaping in the unknown is better than staying where they are.   Website: www.barrymoltz.com Corporate Partner: People Process – https://peopleprocesses.com/

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: People Process – https://peopleprocesses.com/

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: People Process – https://peopleprocesses.com/

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: value of your services undercharge relative to the value always be creating demand, even when you are full  limit supply 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: People Process – https://peopleprocesses.com/

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: [email protected] Corporate Partner: People Process – https://peopleprocesses.com/

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: People Process – https://peopleprocesses.com/

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: People Process – https://peopleprocesses.com/

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: People Process – https://peopleprocesses.com/

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: People Process – https://peopleprocesses.com/

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: People Process – https://peopleprocesses.com/

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: People Process – https://peopleprocesses.com/

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: People Process – https://peopleprocesses.com/

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: People Process – https://peopleprocesses.com/

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: People Process – https://peopleprocesses.com/

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: People Process – https://peopleprocesses.com/

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: https://enlivenhq.com/ Corporate Partner: People Process – https://peopleprocesses.com/

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: www.wealthability.com   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: People Process – https://peopleprocesses.com/

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: KidWarPlan.com WarPlanStudios.com Corporate Partner: People Process – https://peopleprocesses.com/

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: www.tspfamilyoffice.com Corporate Partner: People Process – https://peopleprocesses.com/

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: People Process – https://peopleprocesses.com/

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: https://www.ereleases.com/ Corporate Partner: People Process – https://peopleprocesses.com/

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: https://ajoymgmt.com/ Facebook: https://www.facebook.com/AjoyWorldwide/ Youtube: https://www.youtube.com/c/AJOYMEDIA/videos Instagram: https://www.instagram.com/ajoyworldwide/ Corporate Partner: People Process – https://peopleprocesses.com/

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: www.DoctorPhelps.com Facebook: https://www.facebook.com/drdphelps Youtube: https://www.youtube.com/user/drdphelps Podcast: dentistfreedomblueprint.com Corporate Partner: People Process – https://peopleprocesses.com/

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 profitfirstsalons.com/book Facebook: facebook.com/ronit.enos Instagram: instagram.com/ronit.enos Corporate Partner: People Process – https://peopleprocesses.com/

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: @thetaranewman   Corporate Partner: People Process - https://peopleprocesses.com/

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: evermorefinancialservices.com   Corporate Partner: People Process - https://peopleprocesses.com/

Show Summary We need success, but let's not forget significance. Aaron has been on this two-decade journey in Mastermind with not only success but great significance pouring into the lives of other people. Aaron is on a very important mission to eradicate isolation. Going through this pandemic, really isolated everybody. But, even before that, we were alone. And so, he is trying to help us understand that we need to have trusted advisers. We need people in our corner to give us perspective, resources, and encouragement. Aaron is on a quest to help transform the lives of many people. So many entrepreneurs, both men, and women suffer in isolation. They have fears that hold them back because entrepreneurs are afraid to appear vulnerable and transparent to other people. They are terrified that they might be less knowledgeable in some areas. They don't want to fail. In Mastermind, they encourage entrepreneurs that real strength begins at the intersection of vulnerability and transparency. When they get to this place, they can grow. Entrepreneurs yearn to be a part of a community, but they are afraid because of misguided thoughts of preservation. They want to fit in and belong, but they don't know the next right step to take. Every comment we make in a public forum it's to position ourselves. In status management, if we eradicate what other people think of us, we would be a lot better off positioning in a way that would help the person listening.   LinkedIn: https://www.linkedin.com/in/aaronwalkerviewfromthetop/ Twitter: https://twitter.com/vftcoach Facebook: https://www.facebook.com/AaronWalkerVFTT Google +: https://currents.google.com/+AaronWalkerVFTT/posts YouTube: https://www.youtube.com/channel/UCDkwb8Lma3iylfjjBDzsB2A Instagram: https://www.instagram.com/isimastermind/   Corporate Partner: People Process - https://peopleprocesses.com/

Show Summary Get a Continuing Professional Education (CPE) by listening to podcasts! In this episode, Blake Oliver shares how to earn CPE credit by listening to podcasts. They wrap pre-recorded content in a course that complies with the requirements of NASBA. Listeners can download the Earmark app, listen to the episode, and then take a multiple-choice quiz based on what they learned from the podcast episode to verify that they listened, and a certificate will be sent to them. To meet the qualitative standard for CPE, Blake discusses what it has to improve. He stresses that professional competency doesn't have to be all about accounting or tax. It could be anything that makes a person a better professional. Earmark also take users submitted content. It is not them creating all of the courses. One of the benefits of CPE is that you can teach anything. You can teach the modern flavor of accounting. Blake also shares the benefits for the sender of the CPE and the recipient's benefit of the CPE. Blake would like to explore more with earmark to figure out how they can develop their own accounting standards for small businesses. All that and more in this episode! Listen now!   Websites: https://earmarkcpe.com   Corporate Partner: People Process - https://peopleprocesses.com/

Show Summary Build a business to sell even if you don't sell. When a business isn't ready for sale, or companies don't have the number they need yet, Susan's team will help business owners prepare and increase their value so they will be ready for the maximum amount when they go out to the sales market. To get the maximum amount, Susan walks the client through the eight pillars and then uses another mechanism where she goes on-site and does a deep dive personally. That's the extent of her coaching, going on-site with the client for an entire day to evaluate their business. She gives us the details on how she became a Profit First Professional, which is very interesting and can bring a lot of learnings to you, our dear listeners. The common mistakes business owners are making to improve their valuation will be shared by Susan in this episode too! Take care of your financials and use Profit First to ensure your operating budget is on track. Don't forget to put a little fun into whatever you do. You can connect with a lot more people when you are humorous than serious.   Websites: www.raincatcher.com www.susanfrewspeaks.com LinkedIn: https://www.linkedin.com/in/susanfrewspeaks/   Corporate Partner: People Process - https://peopleprocesses.com/

Show Summary Lean into your knowledge. There are business owners out there that need your experience and advice. You have it, don’t hold it back. In this episode, Christeen Era shares why she was convinced that the industry, Lawn Care and Landscape Businesses, needed her. Christeen sadly watched businesses in this industry go down one by one when the economy took a downturn. These firms just didn’t have the tools and the knowledge. This is one of the reasons that she authored the book, Profit First for Lawn Care and Landscape Business. Using this experience, she coaches her clients and the readers on how to implement it in their businesses. She educates them on what the full implementation of Profit First can do for their businesses and how powerful it is through her courses and group work. It can be difficult to talk to clients about their financials. Whether is the shame of what has happened in the past or that they do not understand certain pieces of the financial information, Christeen  shares about the importance of creating a safe space to work things through. She shows them that it’s okay and that they are great at their craft and not necessarily expected to be experts with their numbers at the beginning. Christeen shares more about the process of writing the book and how it transformed her and her business today.   Green Profit Academy Website: https://greenprofitacademy.com/ Core Growth Strategies Website: https://coregrowthstrategies.com Resource Download Page: https://greenprofitacademy.com/resources/ Green Profit Academy Facebook Page: https://en-gb.facebook.com/people/Green-Profit-Academy/100066852463815/ Profit First for Lawn and Landscape Businesses Facebook Page: https://www.facebook.com/pflawncarelandscape Corporate Partner: People Process - https://peopleprocesses.com/

Show Summary From the outside, contractors look like pretty hard-nosed individuals. In reality, they are lovable and soft on the inside and have the goal of wanting to make people smile. It’s a compliment, but it is one of the biggest business problems. They get so much satisfaction out of pleasing people, which often means undercutting themselves and not getting paid enough for what they do. Pricing is a challenge across all industries, and even hard-nosed contractors are faced with it. Shawn Van Dyke shares that the first thing he would tell his clients or the contractors to increase profitability is to raise their prices. If you’re not making money in a business, then you are running a charity. He also addresses how seasonality affects him as a contractor and how a CPA or a bookkeeper helps the contractors earn money. Shawn also compares the difference between good tax advice and good business advice.   Website: https://shawnvandyke.com/ Instagram: https://www.instagram.com/shawnvandyke/ Corporate Partner: People Process - https://peopleprocesses.com/

Show Summary Think of the business as the goal. The biggest thing that helped Evan as a gym owner was that he played professional sports. Running a business, just like sports driven by the numbers. As a goalie, he asked himself, 'what is my goal let in average?' There were specific numbers he looked at as a goalie and the same goes for him now, as a financial coach and business owner. Evan shared his insights on running a business both successfully and not so successfully when you're not onsite. He realized that his role in the business wasn't to do but to teach, encourage, provide protection, and help his team get what they want. His biggest realization was that his job wasn't to be a player but to be a guide or a coach to someone who could build something. He also advises the listeners on the best way to get started with Profit First Professionals. Sometimes, always doing it's not the best way to grow a company. You have to hold yourself back a little bit and realize that you are not just the player. Take a step back. Release some of the reins and let other people do their job. Leave your comments below and enjoy this episode!   Website: https://www.profitmadesimple.co/homepage Corporate Partner: People Process - https://peopleprocesses.com/

Show Summary Compassion takes empathy one step further because it harbors a desire for all people to be free from suffering, and it's imbued with a desire to help. Compassion is the approach Gabrielle Kelly has been bringing to her clients. It is tough to talk about business finances, and it is a vulnerable position to be in. For Gabrielle, every operational decision you're making in your business is connected to the financial impact, so she brings compassion to finance discussions. We all have learned, made similar mistakes, and want to improve things. Sometimes it's hard to remember that somebody who does business may not always talk about profit, margins, and bottom line. Gabrielle is very comfortable with some finance and accounting words as an accounting professional. Still, it might seem very daunting and overwhelming to non-finance professionals, so she kind of breaks down those barriers and has those human connections. She has seen the most significant challenges with start-ups and helped them overcome them by taking away the financial worry and stress and becoming more empowered by having an excellent foundational knowledge of what's going on with the business. Having a financial plan is vast and carves out that piece that's always in the background looming. As a small business owner, or a mompreneur, with all these things on your plate, having somebody lift that off of you and carry that for you and with you step by step is super helpful. Gabrielle has this love for the mom entrepreneurs community because she knows and relates to how limited mom's time is and how much is on their plate. So, giving them more empowerment and a system to help them achieve more financial freedom and financial empowerment is a huge help for their businesses to succeed. She also shares in this episode what her business WEM stands for and its mission as a company with Profit First as a system they follow. Listen to this podcast now for a more insightful discussion!   Website: https://www.wem.co/ LinkedIn: https://www.linkedin.com/in/gabriellekelly-cpa/ Instagram: https://www.instagram.com/wemfinancial/ Corporate Partner: People Process - https://peopleprocesses.com/

Show Summary In this episode, Tim Seymour shares his story of how he built up his accountancy practice and sold for profit with the help of being a Profit First Professional. He recently took on the license of Profit First Professionals UK along with Duncan Lloyd and enjoys supporting their current members and delving deeper into their businesses and their client's businesses. They are currently open for new applications to join their supportive community of UK Accountants, Bookkeepers, and Coaches, where they help them transition their business compliance and focus on cash and profit. Tim is driven by having a passion for helping business owners move away from the month-to-month cycle of money in, money out on bills, wages, and what remains is for the business owner, and it's never enough. He knows because he has been there. Listen to this podcast now!   Website: https://profitfirstuk.co.uk/ LinkedIn: https://www.linkedin.com/company/profit-first-uk Facebook: https://www.facebook.com/ProfitFirstUK Corporate Partner: People Process - https://peopleprocesses.com/

Show Summary Erin Moger was the very first guide that Profit First Professionals hired. She came to the company in 2015, shortly after we started in 2014. In this episode, Erin shares what inspired her to get into an unknown industry and what made her apply to work with Profit First Professionals. She experienced and witnessed different situations with her father, an entrepreneur. With this, she came to realize that money is merely a tool. It should not dictate one's happiness, where you are in life, or how you approach your future. If you have it, it's a little easier, but it should not be dealt with as a huge thing. Seeing the pattern she has growing up with the people now that she's coaching, the most significant thing about her role is HUMANITY. Entrepreneurship is lonely and can be incredibly overwhelming. The reality as a business owner is that you have this love and hope for your business, but you also have these trials and tribulations. There are business decisions that can be heavy that nobody understands. Erin's role is to advocate for the client's success but also be a human, working with members and listening. There's so much power in listening. "The world doesn't need more noise. We need more meaningful connection and positive contribution." Business owners and entrepreneurs who are becoming Profit Frist Professionals face fears and challenges. Erin points out their most common struggles and gives a solution for them to overcome their fears. With mindset and practice, people successfully gain skills they haven't done in the past. According to Erin, the more that you engage and participate, the easier it becomes to communicate, and the more confidence you're going to have in the results that you're experiencing, which completely changes not only how you engage with your clients, but it engages how you charge moving forward and how you take your next step in your business. She also shares an insider's access of what type of practice guides do with the firms and shares a very inspiring transformational story of a member. As for Erin, the number one indicator as to whether or not a firm is going to be a great Profit First Professionals firm is to SHOW UP. Guides are available, members have access to guides regularly, and the one that takes Profit First by storm are the ones who show up every season. Learn from our very first Profit First guide, and leave your insights in the comment box.   Website: www.profitfirstprofessionals.com Corporate Partner: People Process - https://peopleprocesses.com/

Show Summary Are you ready for today's episode? Learn the practical tips from today's guest, Denise Grove, for the small to medium-sized business owners on how to catch the frauds and embezzlements before they go too far. One of the questions that come to mind is why don't people often report frauds? The reason is plain simple. They are embarrassed that they were caught off guard with usually someone very trusted. That's why we have to TRUST BUT VERIFY. When dumping responsibility to someone to not deal with money, business owners give an employee so much power, and the temptation will probably trigger an embezzlement situation. Denise shares the practical tips or systems to TRUST AND VERIFY that business owners can implement. One of these tips is to have paper bank statements, paper credit card bills, and paper loan statements. Have it sent to the business owner's home address or the person primarily responsible for the accounting or financial side of the business, and make sure they cannot get access to the envelope with all the paper files before the owner opens it. Denise also discusses what to do when we catch someone who does fraudulent acts in our company. This interesting episode has a lot of great tips to protect your businesses from embezzlements and frauds. Listen to this episode, and don't forget to leave your insights below.   Website: https://cfo-support.com/ Facebook: https://www.facebook.com/CFOSupportInc/ LinkedIn: https://www.linkedin.com/in/dwgrove/ Twitter:https://twitter.com/dwgrove Pinterest: https://www.pinterest.com/dwhitlockgrove/financial-coaching/ Sign up for my newsletter: http://lp.constantcontactpages.com/su/CK2muAO/Spring2021 Corporate Partner: People Process - https://peopleprocesses.com/

Show Summary Leah Ellis joined us as a guide at Profit First Professionals in early 2022. She owns Endeavor Financial Coaching, which she'll be sharing with us in this episode. Being a Profit First Guide is a natural fit for Leah. She has been a fan of the book even before becoming a guide. She shares the difference between knowing Profit First based on reading it as to what she learned by being a Profit First guide. She also discusses how she supports challenges faced by prospects and customers and how she identifies their money trauma when speaking with them. If you ask her what's the best thing about being a Profit First guide, it's getting to be the drop that starts the ripple in terms of their financial education. She loves encouraging members to teach their clients how to make their financial lives better, not just teaching cashflow...it's all connected.   Website: https://www.endeavorfinancialcoaching.com/ https://profitfirstprofessionals.com/ Corporate Partner: People Process - https://peopleprocesses.com/

Show Summary Billie Anne has worked with Profit First Professionals who've had extraordinary success and with the ones who struggled. Thinking outside of the box and thinking forward as to thinking about what's in the past really makes a big difference in people being successful in transitioning. In this episode, Billie Anne shares how to start thinking outside of the box by having empathy at the start of the entire process. According to her, you have to understand that your client is not an accountant or a bookkeeper, and you have to put yourself in their shoes. Members or people, in general, can get the most out of whether they join something like Profit First and they're working with a coach or a new system by committing themselves. It is one of the best practices for people to get the most out of whatever they do. You have to commit participation and commit membership, which means working on your business as suppose to in your business. Billie Anne stresses that you need to have time to work on your business. Make that commitment to yourself and your business to advance yourself by making the most of whatever it is that you've invested in. The first step she does is TIME BLOCKING or TIME BUDGETING. Block the time on your calendar to do the necessary things in your business, and don't let other things take over that time block. In Profit First Professionals, we have this POWER HOUR which you can also use wherein, just for that hour, whatever initiative you're going to be working on to move the business furthest, that's all you can do during that power hour. SCHEDULE IT! More tips and knowledge from this episode's guest awaits. Listen now!   Website: www.profitfirstprofessionals.com   Corporate Partner: People Process - https://peopleprocesses.com/

Show Summary Human Resource plays a vital role in better business success and enhancing workforce management.  In this episode, People Processes' Rhamy Alejeal shares what a well-functioning HR operation looks like and what does it take to do it well. When your company is rapidly growing, it is one of the signs to turn your focus internally - on your people. Rhamy discusses with us other signs on when it is best to get help from HR resource. He has been working with Profit First coaches for the last three years as their go-to HR resource and he is going to share in this episode why Profit First Professionals work with People Processes. A well-designed human resource system is a force multiplier of your labor. Listen to this podcast now!   Website: peopleprocesses.com   Corporate Partner: People Process - https://peopleprocesses.com/

Show Summary Thriving means generating wealth, not just earning revenue - which leads to financial independence and the ability to give back. Given that definition of a thriving practice above by Joe Woodard, he discusses what needs the most attention within accounting and bookkeeping practices so they can Thrive. Joe also shares in this episode the five key mindsets or characteristics of the mentally strong that will lead to a thriving practice. This June, Scaling New Heights 2022 will be held in Orlando, Florida, with the theme "Thrive."   Website: www.woodard.com www.ScalingNewHeights.com LinkedIn: https://www.linkedin.com/company/woodard-company https://www.linkedin.com/in/quickbooksadvisor Facebook: https://www.facebook.com/woodardcompany1/ Twitter: @joewoodard @WoodardCompany Corporate Partner: People Process - https://peopleprocesses.com/

Show Summary If you treat everybody like a transaction, you're not going to get customers. Humanize the numbers and make your clients humans. The KillerPitchMaster, shares in this episode what made her start pitching and when she knew she was good at it. She also explains what pitching is and why it is significant to all service-based professionals. Her pitching has made her the #KillerPitchMaster for a reason. She'll tell us how, why, and where her pitching has taken her and her clients. Precious has come a long way from being on "Shark Tank," writing three #1 best-selling books, to becoming a corporate trainer and international speaker. What's next for her? We'll all know that in this episode. If you're looking for an extraordinary speaker, Precious Williams will never disappoint. She was also a guest speaker at Profit First professionals' ProfitCon 2021, and she was exceptional. Learn with us and listen to this podcast now! Don't forget to leave your comments below! Website: https://www.perfectpitchesbyprecious.com/ LinkedIn: https://www.linkedin.com/in/precious-l-williams Facebook: https://www.facebook.com/PerfectPitchP Instagram: https://www.instagram.com/perfectpitchesp Twitter: https://www.twitter.com/PerfectPitchP Email Address: [email protected] Corporate Partner: People Process - https://peopleprocesses.com/

Show Summary LinkedIn is a business tool -- use it for branding, networking, research, intelligence, and development. In this episode, Donna teaches us what to post on LinkedIn, how to shine, and what's the number one way to showcase our expertise. Everything starts with optimizing our LinkedIn profile to be found and stand out above the rest. We should leverage LinkedIn to brand ourselves as industry experts. Networking on LinkedIn now is more important than ever. Donna also shares in this episode how to attract business partners and employees with a LinkedIn presence and reveals the secret to getting active and noticed on LinkedIn. Listen to this podcast now and learn more about leveraging your LinkedIn profile to get more prospects or leads! Don't forget to leave your comments below!   Website: www.linkedin-makeover.com Podcast: www.dreambigconversations.com LinkedIn: www.linkedin.com/in/todonna Facebook: www.facebook.com/LinkedInMakeover/ Instagram: www.instagram.com/donnaserdula/ Twitter: twitter.com/donnaserdula Corporate Partner: People Process - https://peopleprocesses.com/

Show Summary In this episode, Rob Taylor talks about his business journey and why that led to Dads In Business. Common issues such as high expectations for men or dads to succeed are also discussed by Rob. He also shares how he helps businesses with the lessons he learned and the issues and opportunities he sees in a B2B (business to business space). Learn to set boundaries and balance across work, life, money, and self. Rob stresses the importance of having time for family, yourself, work, and other things in this episode. Make time and learn to balance everything for a harmonious life. Learn a whole lot more by listening to this episode, and don't forget to share your insights below!   Website: www.dadsinbusiness.co.uk www.modernsalesleadership.com YouTube: https://www.youtube.com/channel/UC3NsyHEWffBfu5gNpU2x-Ow Corporate Partner: People Process - https://peopleprocesses.com/

Show Summary Charge more and get paid for your expertise. This is what our guest, Arron Bennett, has been doing in his business: he charges more for his expertise. He wants you to know that Profit First concepts are not only applicable to small businesses.  Arron has been implementing the system in larger companies, and he's going to share the how, why and where when it comes to bringing these concepts to life in larger businesses. Finally, Arron shares some client transformation stories.  You know your processes are effective when you hear directly from them about the financial changes they experience when you, as the advisor, take charge and implement these systems. Listen to this podcast now, and don't forget to leave your comments!   Website: www.bennettfinancials.com LinkedIn: https://www.linkedin.com/in/arron-bennett/ Facebook: https://www.facebook.com/Bennettfinancials Instagram: https://www.instagram.com/bennett_financials/ Corporate Partner: People Process - https://peopleprocesses.com/

"Cash is not king; cash flow is not king; CASH FLOW MANAGEMENT IS KING." In this episode, David Richter shares his inspiration behind his new book, Profit First for Real Estate Investing. His goal is to help real estate investors stop living deal to deal and learn to manage their finances. He also discusses the fundamental changes or enhancements he made to the Profit First system for the Real Estate Investors. Grab a copy of David Richter's Profit First for Real Estate Investing book, and listen to this podcast to learn more about it! Don't forget to leave your comments below!   Website: www.simplecfosolutions.com Corporate Partner: People Process - https://peopleprocesses.com/

Show Summary Has anyone ever tried to get out of a job or a career path, but just couldn't do it? Seth definitely has! He's tried to get out of accounting several times but stays because of the ever-changing personalities and the folks he meets. CPAs, bookkeepers, Enrolled Agents dealing with tax changes are the lifeblood of what makes business happen and Seth loves being a part of all of it. Seth shares the significant changes in accounting he observed and how accountants keep adjusting to keep up. In this episode, he also talks about the most critical challenges he sees in the accounting and bookkeeping world, both the technical and the not technical sides. On the technical side, it's all about getting your head around what works best with what. On the other hand, the less technical side is where accountants have not learned the essential skill of saying "No." Accountants have to know when enough is enough for them from their clients, their vendors, and how they are expected to work. They have to say NO to more work and having less time for things that matter; NO to anything that sucks time and adds very little to no value. As a result of what's going on now, Accountants just want to pack it in and do something else, which is why Seth advises on how to help accountants say NO. If 2010 is all about finding your WHY, 2020 is about finding your NO. Learn more from Seth Fineberg and join the AccountingWEB Live Summit on May 9th, aiming directly at their audience of tax and accounting firm owners and decision-makers to get that guidance and information that you need in your professional life.   Website: https://www.accountingweblivesummit.com/ Corporate Partner: People Process - https://peopleprocesses.com/

Show Summary There's a massive difference in implementing Profit First just by knowing the book versus directly working with a Profit First Professional, today's guest points out in this episode. Kim Hickey, Director of Client Fulfillment at Automotive Training Institute (ATI), shares how her organization integrates Profit First. ATI offers outside certifications to their internal customers, and you'll learn why this is essential for them. Listen to this episode and learn how to take your business to the next level.   Website: www.autotraining.net Podcast: https://shows.acast.com/maximum-octanewelcome-to-maximum-octane LinkedIn: https://www.linkedin.com/in/hickeykim/ Corporate Partner: People Process - https://peopleprocesses.com/

Show Summary Damon Yudichak just released his Profit First for Real Estate Agents book on January 25th, 2022. In today's episode, he will be sharing why realtors need Profit First in their businesses. Most financial problems are the result of overspending. Damon uses the example of Bonnie & Clyde as the reason why most people struggle with money. Curious about it? Don't miss this episode, and learn more from today's guest! Listen now, and don't forget to leave your insights below.     Website: yudichakcpa.com Youtube: https://www.youtube.com/c/DamonYudichak Corporate Partner: People Process - https://peopleprocesses.com/  

Show Summary What is ZMOT (The Zero Moment of Truth) and how can your accounting practice use it? Paul Mackiewicz, an Army veteran and digital marketing professional who specializes in helping small businesses get a true understanding of their clients' behavior and uses that information to create highly effective digital marketing strategies, explains in today's episode.   If you want to know how you can bring core values and an emotional connection into today's digital marketplace, how to identify and utilize what makes you naturally stand out from your competition--and how to approach responding to online reviews as if you're playing golf--don't miss this episode!   Listen now and let us know what you think in the comments below! Website: www.zmotexpert.com www.hashtag-smart.com Instagram: https://www.instagram.com/hashtagsmartmarketing

Show Summary Join us for a conversation with Michael "Buzz" Buzinski, Founder & CMO of Buzzworthy Website Marketing, about digital marketing for accounting firms in 2022. Buzz shares with us his expertise on how to identify and market to the right prospects and simplifies marketing to them using The Rule of 26. Buzz also shares how to create a website that draws in your perfect client, how Search Engine Optimization (SEO) works, when is the right time to use Google Ads, and the importance of reputation management. Listen now and share your comments below!   Website: www.buzzworthy.biz LinkedIn: LinkedIn.com/in/michaelbuzinski Instagram: @michael.buzinski @buzzworthymarketing

Show Summary Join us for a conversation with our guest Edward Mendlowitz, CPA, Emeritus partner Withum, where he explains for us why staffing is the most critical aspect of managing an accounting firm today. Ed shares with us his insights on how to properly approach hiring for smaller firms, what these firms can do to attract and retain quality employees, and how to create the systems and processes necessary to train and support new hires. Listen now and let us know what you think in the comments below! Website: www.withum.com/partners-network-blog

Show Summary In this "best of" episode, "The definition of a client is someone that puts themselves under your protection." says our guest Mark Coudray, who shares his methods for turning customers into clients. Learn how to identify and monetize the lifetime value for your business, on this episode of The Grow My Accounting Practice Podcast. Note: This is a replay of Episode 207, which originally aired on 7/11/2019. Show Links Website: www.CatalystPlan.com Corporate Partners Receipt-Bank - Software and service to make the gathering, storage & processing of bills, receipts and invoices as easy and as cost effective as possible for businesses. Nextiva - VOIP phone providers for small businesses.

Show Summary “The best leaders in the world fight for the highest good of those they lead.” So says Jeremie Kubicek, Founder and Executive Chairman of GiANT, a technology company focused on unlocking the potential of people, teams, and organizations. In this episode, Jeremie shares with us what entrepreneurs can do to support and challenge their employees, providing them with what they each need to grow to achieve their highest potential. Listen now to learn how to bring out the best out of your team members! Website: https://giantcoach.com/grow

Show Summary Today we get the inside scoop on Good Food from industry expert and Profit First Professional Sarah Delevan. Sarah shares with us why Good Food is so important to her personally that she has built her consulting business around supporting Good Food entrepreneurs, what makes accounting and bookkeeping in the food industry both challenging and unique, and what food-business owners need to do to become and stay profitable. Sarah also clears up some common myths and misconceptions about running a successful food business--and gives some bonus tips on how to shop at a farmers market. If you are a person who eats, you won't want to miss this one!   Listen now and let us know your thoughts on the comment box below!   Website: https://thegoodfoodcfo.com https://sarahdelevan.com Instagram: https://www.instagram.com/sarah.delevan.consulting

Show Summary In this episode, serial entrepreneur Carl Reader explains how to successfully scale up your small business. He discusses the importance of controlling your offerings and your cash flow, how to shift yourself from management to leadership, and offers tips and tricks on how not to get lost in the weeds on the way. This is a don't miss episode! Website: https://www.carlreader.com/   Social Media:   @CarlReader on all platforms

Show Summary In today's episode, Neil Osborne tells about his new approach to sales, "Spendsuasion." He explains what it is and how you can use it in your business to help reduce friction in your client interactions. If you are struggling with selling professional services, Neil's new approach to sales can help you make it easier for your clients to buy! Website: www.neilosborne.com.au

Show Summary In this episode we talk with Cory Klippsten about the advantages of cryptocurrency over fiat currency and the future of Bitcoin and financial markets. We discuss potential paths and pitfalls on Bitcoin's journey to global adoption along with  its impact on macroeconomics, geopolitics, and the currency wars. If you are interested in the future of currency and how it will impact your life, you don't miss this episode! Website: https://www.swanbitcoin.com/ https://cory.substack.com/ Twitter: twitter.com/coryklippsten

Show Summary Leslie Liondas, CPA, is with us to tell us about how she implemented Clockwork strategies in her business to improve efficiency--and how you can, too! Leslie knows the importance of having the right mindset in being able to get out of our own way, and today she busts for us the myth that working harder and longer is how to grow your business. She shares with us how to start delegating to your team, how to identify and focus on the ideal clients for your business and weed out the rest, and how--with proper preparation--taking a vacation away from your business can empower your entire team. If running your business makes you feel like an overworked corporate employee rather than a savvy entrepreneur, you want to listen to this episode! Website: https://liondascpa.com/ Facebook : https://www.facebook.com/leslie.liondas https://www.facebook.com/leslieliondascpa

Show Summary Join us as we talk with Melanie Power about helping women achieve their financial goals. We discuss: The biggest obstacle to financial independence most women face and how to overcome it The importance of having a vision and values Fear of pricing and sales How to tackle imposter syndrome We also chat about the future of the accounting and bookkeeping, and how to position ourselves to leverage current trends in the industry.  Listen now and let us know your thoughts on the comment box below! Website: http://www.melaniepower.com Facebook : https://www.facebook.com/themelpower Instagram: https://www.instagram.com/themelpower/

Show Summary Exit and succession planning specialist and author of the upcoming book SELL IT Christine Nicholson joins us to share her expertise on how to position a business for future sale to ensure owners receive the most value for their hard work, leaving none on the table, when it's time to exit their business. Christine discusses the why, the when, and the how of preparing a business for sale, and the importance of having a realistic sense of the business's value, an understanding the exit strategies available, and a plan for what comes next. You don't want to miss this one! Email: [email protected]

Show Summary Tom Schwab shares how things have changed in the podcast environment in the past few years and why  podcast interview marketing has become the next gold rush. He discusses whether to be a podcast host or guest, the problem of obscurity and how to break through the noise, the importance of getting on the right podcasts rather than all the podcasts, and provides tips on how to be a great guest once you get there. If you're ready to up your podcasting game, this is the episode for you! Website: https://interviewvalet.com/gmap/ Twitter: @Interviewvalet @TMSchwab Facebook: https://www.facebook.com/ThomasSchwab

Show Summary Show Summary "The customers or clients should always have the best experience." In this episode, Shawn Parikh shares how offshoring has increased during the Pandemic. He also points out some of the mistakes accounting firms make when initially trying to work with an offshore provider. To avoid the mistakes pointed out, work with a credible partner, and make sure they specialize in their particular domain. It's not just about saving, offshoring can bring multi-dimensional transformation to your firm. Listen to this podcast now to learn more!   Website: www.entigrity.com

Show Summary At the end of the day, we find that most accounting professionals do their work as expected, but what keeps clients coming back is the ease, customer service, and experience they receive. In this episode, Erika Segal talks about how digital has become king in both the personal and professional world. In the professional world, businesses have found that making the switch to digital has not only helped significantly improve their workflow but net more profit as a result. More work is getting done, meaning more revenue opportunities have come along with it. She also shares about other payment processors and the CPACharge's life support which is one of the features their customers appreciate most. Think of yourself as a consumer - do you feel excited about a brand when there is a robot on the other end of the line? Or when you send a message to a chat box and it's a robot vs a real person?   Website: https://www.cpacharge.com/

Show Summary "You have to set your goal." In this episode, Barb Stackhouse discusses her thoughts on launching her first book, Profit First for Dentists, and the reasons why dentists need a book on Profit First. Barb also shares how to control or make profitable decisions in the dental industry and talks about the pushbacks she had when introducing the Profit First cashflow system to the dentists. She leaves a piece of advice for accountants and bookkeepers on what they can do to help or support the dental industry better. Listen now and let us know your thoughts on the comment box below!   Websites: https://www.moretolife.dental/ https://www.profitfirstdentist.com/

Show Summary Ninety percent of the success of your presentation is from the preparation. In this episode, Scott and Maria talk about what the pandemic has done to the online presentation venue. They also share some tips on responding to viewers or listeners when a tech problem occurs during a presentation. When having online presentations, it is best to test out everything you need that you can control ahead of time to lessen the weight on your shoulders during the actual presentation. Scott and Maria leave us points on what to set and prepare before every presentation. They also give us ideas on how to balance between dual presenters. Learn more about this topic by listening to this podcast episode now!   Websites: www.scottjallen.net Twitter: @sjatweets

Show Summary In this episode, Gigi Bier talks about why people struggle with their values and desires. She also discusses some mistakes she has seen people working with creatives make and how she helped the creatives step out of the mindset of a "starving artist." Profit First had a significant impact on Gigi. She expresses in this episode her Profit First thoughts and experiences when she became a member and how she shares with her customers about it. Leave your comments below and share your thoughts about this episode!   Websites: www.mycatsandme.com Instagram: https://www.instagram.com/hello_mycatsandme/

Show Summary This October, UNSTOPPABLE is the theme for Scaling New Heights 2021 to celebrate how unstoppable the professionals are and how to make them even more unstoppable. To be unstoppable, you must innovate and change. It's about the determination, will, and ability to adapt to the ever-changing environment over the past decade. Joe Woodard discusses in this episode that if you want to stay in business, offer the same but different. PLUS IT UP! Joe challenges bookkeepers and tax preparers to create a plus level of their services which resets the pricing anchor. He also shares advice on what we can do to start positioning our businesses to be truly saleable. Listen to this podcast now and find out more about this exciting topic from Joe Woodard! It's also not too late to register to attend Scaling New Heights 2021! Click here to sign up: www.scalingnewheights.com   Websites: www.woodard.comonal LinkedIn: www.linkedin.com/in/quickbooksadvisor Twitter: @joewoodard

Show Summary "Strategy is more important than compliance." In today's episode, Geraldine Carter discusses the strategies to approach different automation or technology tools business owners use to run their businesses. She also shares how automation will change the face of the "job" from accounting-facing to client-facing. The importance of emotional intelligence and mindset in being an advertiser is emphasized in this podcast episode. Geraldine also talks about pricing services. Don't forget to leave your comments below, and listen to today's episode!   Websites: https://www.shethinksbigcoaching.com/ https://www.smartstrategyforcpas.com/ LinkedIn: https://www.linkedin.com/in/geraldine-carter/

Show Summary Mindset is the most critical facet of success and failure. People tend to talk more about business tools but not personal development tools or personal power and mindset. Mindset makes a huge difference in success and failure. In this episode, Adi Maor Siso discusses the difference between a fixed mindset and a growth mindset. She also stresses the importance of a visionary and an integrator in building a solid team. Adi shares how accounting, bookkeeping, and coaching firm owners can leverage the knowledge that she's sharing to help them work with their customers.  The following questions are also answered in this podcast episode: What do we do when we have a lifetime of experience pointing in one direction, but we want to start taking a new one? Do we want to seek diversity when we surround ourselves with people, or do we seek a strong constant vantage point in a similar group? How do we surround ourselves with the right people? What are the tell-tale signs of having a fixed or growth mindset? Listen now and let us know your thoughts in the comment section below!   Facebook: https://www.facebook.com/adimaorsiso

Show Summary Being involved in the accounting and bookkeeping side of your business is significant. In this episode, Dr. Julie Woods shares her discoveries in her business when she first implemented Profit First. She also mentions her struggles as a business owner in having turn-overs when her bookkeeper resigned. Dr. Julie also learned a lot by being a Profit First Professional that she didn't know when she was self-implementing Profit First in her business before. She also shares how she helps her clients by implementing Profit First in their businesses. Listen to this episode now! We value your thoughts, so don't forget to leave a comment below!   Website: http://www.topekaperio.com/

Show Summary Work your passion. Nicole Bendig-Lamb followed her passion for creating cakes and educating people through being a cake business coach. In this episode, she talks about handling pricing and time expectations for customers who have no basis for realism and controlling the costs in the cake industry too! As a certified Profit First Professional, Nicole shares how she introduced Profit First to the cake industry and how becoming a PFP helps her businesses. And, she shares her insights on how the accounting and bookkeeping industry better supports the baking industry. Listen to this episode now, and don't forget to let us know your thoughts in the comment section below!   Website: www.cakebusinessschool.com https://thecakebizbroadcast.libsyn.com/ Facebook: https://www.facebook.com/cakebusinessschool

Show Summary How do you market your business? In this episode, Jonathan Tuttle shares how and where someone gets started in social media marketing. Listen to his tips on how to navigate and efficiently manage social media platforms for your businesses!   Facebook: https://www.facebook.com/Jonathan.Tuttle.Official Instagram: https://www.instagram.com/jonathantuttle/ LinkedIn: https://www.linkedin.com/in/jonathantuttle1/

Show Summary Did you know that it's possible to use your weakness as your strength in serving your purpose? In this episode, Matt Plumer shares his journey talking about his life experiences as he overcomes his addictions. Matt also reveals why he decided to change, how he started changing, and how he landed where he is now. Listen to this episode and be inspired by Matt's story!   Website: https://www.5financialmistakes.com/ Facebook: https://www.facebook.com/plumermatt/

Show Summary In this episode, Tatiana answers the question, why do people underprice themselves? She also shares the strategies on determining price and providing menu pricing to clients. There’s so much to learn! Listen to this podcast now!   Website: www.tatianatsoir.com Facebook: FaceBook.com/TatianaTsoir Email Address: [email protected]  

Show Summary Do you know how to shield your business? Listen to this podcast now! In this episode, Scott Reib discusses the meaning of "shatterproofing" your business to deal with things on your own time and not panic. He also shares the 5 Strategies of business that shield us from harm for structure, growth, and protection.   Website: https://reiblaw.com/

With deep sadness, we bring you this episode with Greg Winteregg, who passed away on July 13th, 2021, shortly after we recorded this GMAP podcast. He leaves behind an incredible legacy that shaped the lives of many who were blessed to have crossed his path and committed much of his life to helping businessmen and women grow their businesses into flourishing and prospering endeavors.   Show Summary Greg has been getting a lot of traction with their clients helping them with the concept of "hiring to replace yourself." He was semi-retired at age 38 from his dental practice and made more money working part-time than full-time. And he replaced himself throughout his various business ventures. He thinks that it is a significant point to make. He now says that "I specialize in replacing myself." In this episode, Greg shares how he could do that multiple times in different industries by doing the following stated below. I must have the total intention of replacing myself and not just be paying lip service.   I must know the process inside and out, then create a system that the average employee can use.   Create gradient steps of training going from the easiest things to do to the most difficult. Graduate them to the following levels of competence with a raise in pay and responsibility. Find a candidate interested in the functions of that position, train them on the basics, and supervise them into competence. Be willing for them to do it incorrectly while learning how to do it correctly.   Website: www.adventuretoprofit.com

Show Summary In this episode, Andy Cagnetta talks about how to prepare a business for sale. Keeping decent books and records and not reducing mysterious inventory levels to save taxes or hiding cash sales will make a business easy to sell for the value that the seller is looking to get. He also shares the best way to get more money for your business by creating competition for the deal. We want as many good buyers as we can get. If your business is exposed to the marketplace with the right buyers, they will pay the price. How has the COVID-19 pandemic affected the market space? Is this the right time to sell your business? How should buyers go about acquiring a company? Andy answers all these questions in this episode...listen in now!   Website: www.tworld.com

Show Summary Perry Jeffries shares in this episode how he has been able to grow his book of business leveraging the Profit First methodology (Financial Planning using Profit First). He believes that the Profit First Methodology is an absolute necessity for minority businesses. Perry is not an accounting professional. He is an Investment Advisor (Series 66, Life Insurance and Annuities, and CRPC and CPFA Designation). He shares why a Financial Advisor became a Profit First Professional.   Website: www.perryjeffries.com

Show Summary "Always look forward. The reason why a windshield in a car is as big as it is and the rearview mirror is so small is because of the imminent danger in front of us. We don't know what's behind us, but we have to focus on what's in front of us." In this episode, Ben Golden defines Tax Resolution and why it is needed in some situations. He also answers the following questions: What do we do when the IRS sends threatening letters? Can the IRS take our passport if we owe them money? What do we do if we owe the IRS but can't afford to pay them? Can the IRS seize assets (cars, homes, retirement accounts)?   Website: https://irstroublesolvers.com/ https://goldentaxrelief.com/

Show Summary In this episode, Ciara Stockeland shares her entrepreneurial journey - from selling rocks in the front yard to selling a business. To compete, you have to have something that sets you apart. Ciara's piece of advice is to think creatively. Sell what you're good at or what your skills are and it will generate additional revenue. Sell a solution to a problem. She also talks about her top Profit First tip: Set up an inventory account. Inventory is the lifeblood of product-based businesses.   Website: www.theboutiqueworkshop.com Instagram: @cstockeland Corporate Partner: SweetProcess -  Document processes, procedures, and tasks in one place so you can stay focused on growing your business. - visit https://www.sweetprocess.com/.

Show Summary In this episode, Tara Newman shares what EMS (Energy, Mindset, and Strategy) Framework means and how it works. The difference between how men and women handle talking about money and profit is also discussed in this episode, as well as the reasons why women need to talk about money. Intuition is important in running a business. Tara talks about what role it plays and its importance. "Motivation does not come before you take action. It comes after you've taken the action. Stop waiting for motivation and do a little bit of action and set yourself up for success."   Website: theboldleadershiprevolution.com Instagram: @thetaranewman Corporate Partner: SweetProcess -  Document processes, procedures, and tasks in one place so you can stay focused on growing your business. - visit https://www.sweetprocess.com/.

Show Summary In this episode, Dr. Mick Kling shares how he was introduced to the Profit First methodology and how it transformed his optometry practice. He also shares how Profit First has changed the lives and practices of countless numbers of his colleagues (especially through the COVID pandemic) and how being a Profit First Professional has been one of the most personally rewarding experiences of his career. Dr. Mick has been traveling the country preaching Profit First to other eye doctors through live presentations, live workshops, and conferences for the last three years. He has held workshops in his own office and has presented both live formats and recorded webinars, and offers online courses.   Website: www.impactod.com Corporate Partner: SweetProcess -  Document processes, procedures, and tasks in one place so you can stay focused on growing your business. - visit https://www.sweetprocess.com/.

Show Summary In this episode, Clint Pulver talks about why management is the main reason why employees leave and why mentorship is the reason why employees love their jobs. He also shares the 4 different types of managers he discovered in his research and explains what a mentor manager is. Employees always want their efforts to be appreciated. With this being said, Clint discusses five ways to show appreciation and strategies to show recognition to employees. “The secret to happy workplaces isn't spending more money. It's about creating the conditions that allow employees to do their best work.” ― Ron Friedman Website: clintpulver.com

In this episode, Kimberly Ransom shares about her area of expertise: sports membership clubs. She also talks about how COVID affected the industry and how accountants can better serve the players in this industry. Also, listen to Kim's Profit First testimony and why she thinks it is important to get involved as a Profit First Professional.   Website: www.kimberlyransom.com Facebook: https://www.facebook.com/groups/gymprofit/ Podcast: https://www.audible.com/pd/The-Gym-Fix-Podcast/B08K57K3HB

In this episode, Barbara Schreihans talks about how she markets her business in social media - solely focusing on one platform - and stays consistent. She also shares some of the reasons why people are attracted to larger accounting firms. Barbara ends this episode with the dos and don'ts of starting a new business and/or moving your business online, including creating a clear communication plan. Over-communicate with clients and let them know that you're thinking about them all the time.   Website: https://www.yourtaxcoach.biz/ Facebook: https://www.facebook.com/yourtaxcoach Instagram: https://www.instagram.com/yourtaxcoach/ Twitter: https://twitter.com/your_tax_coach

Having drive, passion, and perseverance pays off. In this episode, Susanne Mariga, a Certified Profit First Professional (Mastery Level), shares her inspiration for writing her new book "Profit First For Minority Business Enterprises," which will be launched on May 25th, 2021.   Website: https://www.susannemariga.com/ https://theprofittalk.libsyn.com/2020 Facebook: khttps://www.facebook.com/groups/ProfitFirstMasterClass

In this episode, David Richter shares his burning desire to provide a lot of value to people as they get started on becoming an authority in their space. He also talks about why it is important to know what you want for your business and how to bring as much value as you possibly could to the community you care about. The more you set your vision for the business, the more you can help your community.   Website: simplecfosolutions.com profitfirstrei.com Facebook: https://www.facebook.com/groups/ProfitFirstREI