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 ent...
Nov 03, 2023•26 min•Transcript available on Metacast 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 ...
Oct 26, 2023•35 min•Transcript available on Metacast 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 subst...
Oct 19, 2023•38 min•Transcript available on Metacast 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-c...
Oct 12, 2023•39 min•Transcript available on Metacast 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 ...
Oct 06, 2023•30 min•Transcript available on Metacast 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...
Oct 05, 2023•38 min•Transcript available on Metacast 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 s...
Sep 21, 2023•34 min•Transcript available on Metacast 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 unw...
Sep 14, 2023•31 min•Transcript available on Metacast 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...
Sep 07, 2023•30 min•Transcript available on Metacast 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, ...
Aug 31, 2023•36 min•Transcript available on Metacast 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 fro...
Aug 25, 2023•26 min•Transcript available on Metacast 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 entreprene...
Aug 18, 2023•35 min•Transcript available on Metacast 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...
Aug 10, 2023•35 min•Transcript available on Metacast 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 challeng...
Aug 03, 2023•33 min•Transcript available on Metacast 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...
Jul 27, 2023•33 min•Transcript available on Metacast 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...
Jul 20, 2023•36 min•Transcript available on Metacast 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 th...
Jul 13, 2023•36 min•Transcript available on Metacast 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, analyzi...
Jul 06, 2023•37 min•Transcript available on Metacast 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 h...
Jun 28, 2023•31 min•Transcript available on Metacast 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 ro...
Jun 22, 2023•33 min•Transcript available on Metacast 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 ...
Jun 15, 2023•36 min•Transcript available on Metacast 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 o...
Jun 08, 2023•35 min•Transcript available on Metacast 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...
Jun 01, 2023•33 min•Transcript available on Metacast 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 opera...
May 25, 2023•31 min•Transcript available on Metacast 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. T...
May 18, 2023•33 min•Transcript available on Metacast 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...
May 11, 2023•31 min•Transcript available on Metacast 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 ...
May 04, 2023•32 min•Transcript available on Metacast 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 Hi...
Apr 27, 2023•32 min•Transcript available on Metacast 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/...
Apr 20, 2023•33 min•Transcript available on Metacast 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...
Apr 13, 2023•39 min•Transcript available on Metacast