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. Bran...
May 30, 2024•31 min•Transcript available on Metacast 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. Ma...
May 23, 2024•34 min•Transcript available on Metacast 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 ...
May 16, 2024•30 min•Transcript available on Metacast 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 o...
May 09, 2024•34 min•Transcript available on Metacast 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 ...
May 02, 2024•29 min•Transcript available on Metacast 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...
Apr 25, 2024•35 min•Transcript available on Metacast 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-negoti...
Apr 18, 2024•38 min•Transcript available on Metacast 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 str...
Apr 11, 2024•35 min•Transcript available on Metacast 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 ...
Apr 04, 2024•29 min•Transcript available on Metacast 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 remarkab...
Mar 28, 2024•38 min•Transcript available on Metacast 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. F...
Mar 21, 2024•30 min•Transcript available on Metacast 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 hi...
Mar 14, 2024•33 min•Transcript available on Metacast 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 ...
Mar 08, 2024•37 min•Transcript available on Metacast 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 ...
Mar 01, 2024•34 min•Transcript available on Metacast 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 framew...
Feb 22, 2024•38 min•Transcript available on Metacast 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 financi...
Feb 15, 2024•37 min•Transcript available on Metacast 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 sco...
Feb 08, 2024•31 min•Transcript available on Metacast 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. Throughou...
Feb 01, 2024•39 min•Transcript available on Metacast 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...
Jan 25, 2024•36 min•Transcript available on Metacast 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....
Jan 18, 2024•29 min•Transcript available on Metacast 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...
Jan 11, 2024•25 min•Transcript available on Metacast 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 spe...
Jan 04, 2024•30 min•Transcript available on Metacast 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 co...
Dec 28, 2023•32 min•Transcript available on Metacast 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...
Dec 21, 2023•23 min•Transcript available on Metacast 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 unconve...
Dec 14, 2023•36 min•Transcript available on Metacast 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 ...
Dec 07, 2023•33 min•Transcript available on Metacast 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 ...
Nov 30, 2023•33 min•Transcript available on Metacast 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 implementatio...
Nov 23, 2023•33 min•Transcript available on Metacast 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 appr...
Nov 16, 2023•36 min•Transcript available on Metacast 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...
Nov 09, 2023•34 min•Transcript available on Metacast