Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

In this episode of the Grow My Accounting Practice podcast, Ron and Liz sit down with Jason Snider to discuss the realities of managing remote and hybrid teams in today's accounting profession. As more firms embrace flexible work environments, Jason shares practical insights from his experience leading and growing a distributed team while maintaining strong client service, accountability, and company culture. Throughout the conversation, Jason explains that successful remote management goes far beyond simply allowing employees to work from home. He emphasizes the importance of creating intentional systems, clear expectations, and consistent communication practices that keep team members aligned and engaged. Rather than focusing on micromanagement, he encourages firm owners to build trust and accountability into their processes so employees can thrive independently while still feeling connected to the larger mission of the firm. The discussion also explores the unique challenges firm owners face when balancing flexibility with performance. Jason talks about how leadership styles must evolve in a hybrid environment, especially when it comes to collaboration, employee development, and maintaining culture across geographically dispersed teams. The group dives into how firms can avoid common pitfalls like isolation, lack of communication, and inconsistent workflows by creating more structure and clarity around team operations. In addition, Jason shares how remote and hybrid models can actually become a competitive advantage for firms looking to recruit and retain top talent. By offering flexibility while still maintaining high standards and strong systems, firms can create a healthier work environment that benefits both employees and clients alike. If you're navigating remote work, managing a hybrid team, or looking to build a more scalable and resilient accounting firm, this episode provides practical guidance on how to lead effectively in a modern workplace while keeping your team connected, productive, and engaged. <div class= "@thread-x

In this episode of the Grow My Accounting Practice podcast, Mike and the team sit down with Laura Shwaluk to explore the evolving role of accountants and bookkeepers as they move beyond compliance work into more strategic, advisory-driven relationships with their clients. The conversation centers on what it really takes to step into a higher-value role and how professionals can position themselves as trusted partners rather than just service providers. *]:pointer-events-auto [content-visibility:auto] supports-[content-visibility:auto]:[contain-intrinsic-size:auto_100lvh] R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" data-turn-id= "request-WEB:d146540a-a0f5-4175-8fd4-73c4eee23142-1" data-testid= "conversation-turn-4" data-scroll-anchor="false" data-turn= "assistant"> Laura shares insights on the importance of building strong client relationships rooted in trust, communication, and consistency. She emphasizes that clients are no longer looking for just accurate numbers—they want guidance, clarity, and confidence in their financial decisions. By shifting from reactive work to proactive conversations, accountants can deepen their impact and become an integral part of their clients' success. Throughout the discussion, the group addresses one of the biggest challenges professionals face: confidently pricing and delivering advisory services. Laura

In this episode of the Grow My Accounting Practice podcast, Mike, Ron, and Liz sit down with Sara Connell to explore a critical but often misunderstood element of growth: the power of storytelling in building authority, trust, and meaningful client relationships. While many accountants focus on credentials and technical expertise, Sara reveals how sharing your story can be the key to standing out in a crowded market. Sara discusses how firm owners can uncover and articulate their unique narrative—not just what they do, but why they do it—and how that message resonates more deeply with ideal clients. She explains that storytelling isn't about oversharing or being overly personal, but about creating connection, demonstrating credibility, and making your expertise more relatable and memorable. Throughout the conversation, the group dives into practical ways accountants can begin incorporating storytelling into their marketing, from content creation and speaking engagements to client conversations and brand positioning. Sara also addresses common resistance, helping professionals move past discomfort and embrace storytelling as a strategic tool rather than a vulnerability. If you're looking to differentiate your firm, attract better-fit clients, and communicate your value more effectively, this episode offers actionable insights on how to leverage storytelling to elevate your brand and grow your practice with greater authenticity and impact. <div class= "g

In this episode of the Grow My Accounting Practice podcast, Mike, Ron, and Liz sit down with Tyson Ray to explore a powerful but often overlooked driver of growth: alignment between how you naturally operate and how you build your firm. While many accountants focus on tactics and short-term wins, Tyson introduces a deeper lens—understanding your instincts, simplifying your approach, and designing a business that truly fits you. Tyson also brings attention to a critical topic many firm owners avoid: exit planning. As trusted advisors, accountants spend their careers helping clients prepare for the future, yet often neglect to apply that same level of intentional planning to their own firms. He shares why failing to plan ahead can lead to burnout, lost value, or forced transitions—and how building a business that can operate without you is essential for both long-term sustainability and a successful exit. Throughout the conversation, the group discusses how simplifying decision-making, reducing unnecessary complexity, and leveraging your natural strengths can unlock growth and scalability. They also explore how to structure teams, empower others, and create systems that reduce reliance on the owner—laying the groundwork for a firm that is not only easier to run, but ultimately more transferable. If you're looking to reduce overwhelm, better align your business with how you work best, and start thinking more intentionally about your long-term exit, this episode offers practical insights for building a firm that creates both immediate momentum and lasting value. <div class= "[--thread-content-max-width:32rem] @[34rem]:[--thread-content-max-width:40rem] @[64rem]:[--thread-content-max-width:48rem] mx-auto fle

In this episode of the Grow My Accounting Practice podcast, Mike and Ron sit down with Darren Cioffi to challenge a common belief among firm owners: that growth comes primarily from more leads or better marketing tactics. Instead, Darren reveals that sustainable growth is built on consistency, relationships, and a clearly defined message that resonates with the right audience. Darren shares how accounting professionals can simplify their marketing efforts by focusing on what truly works—building trust, staying visible, and creating meaningful connections over time. He highlights the importance of showing up consistently, refining your positioning, and leveraging your existing network to generate higher-quality opportunities rather than chasing volume. Throughout the conversation, Darren encourages a powerful mindset shift from constantly searching for the "next best strategy" to committing to a focused, repeatable approach. By doing so, firm owners can reduce overwhelm, strengthen their brand presence, and create a more predictable path to growth. If you are looking for practical insights on how to market your firm more effectively without adding complexity, this episode offers actionable strategies for building momentum through consistency and connection. <div class="relative flex-col gap-1 md

In this episode of the Grow My Accounting Practice podcast, Mike and Ron sit down with Michael Boly to challenge a common misconception around credit: that a high credit score alone guarantees access to funding. Instead, Michael reveals that lenders are looking far deeper—at the structure, depth, and behavior within your credit profile, not just the number. Michael breaks down how entrepreneurs can strategically optimize both personal and business credit to unlock better funding opportunities, higher limits, and more favorable terms. He explains how understanding what banks actually look for—such as utilization, credit mix, and account history—can dramatically shift your ability to access capital and fuel growth. Throughout the conversation, Michael emphasizes a critical mindset shift: from simply "having good credit" to intentionally designing your credit profile to work in your favor. By taking a more proactive and informed approach, business owners can position themselves to leverage credit as a powerful tool rather than a limitation. If you are looking to better understand how credit really works and how to use it strategically within your business, this episode offers practical insights on building a stronger financial foundation and creating more opportunities for growth.   <div class= "group/

Show Summary: In this episode of the Grow My Accounting Practice podcast, Matt Granados challenges a common belief among firm owners: that team issues are people problems. Instead, he reveals how most challenges stem from broken or misaligned systems, not the individuals within them. Matt shares how accounting leaders can redesign their processes to naturally reduce burnout, increase motivation, and create more consistent performance across their teams. He introduces the idea of intentionally engineering workplace culture, rather than leaving it to chance, so it actively supports both growth and well-being. Throughout the conversation, Matt encourages a powerful mindset shift from managing people to improving systems. By doing so, firm owners can unlock greater scalability, stronger team engagement, and more sustainable success. If you are looking for practical leadership strategies to rethink how your firm operates, this episode offers actionable insights on building systems that empower your team and drive long-term results. <div class= "min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&]:mt-5" dir="a

Show Summary: In today's episode of the Grow My Accounting Practice, we sit down with Chuck Staszkiewicz to explore what it really takes to build, scale, and successfully exit a business. Chuck shares his journey of growing a trades company from the ground up to $22 million in annual revenue over 12 years, along with the hard-earned lessons from 25 years in the industry. He offers a candid look at what happens after the exit, including the often-overlooked identity shift founders experience once they sell their business to private equity. The conversation also highlights how Chuck now helps other business owners through The Opus & Golds Group, providing practical strategies across numbers, marketing, sales, leadership, operations, and mindset. This episode is packed with real-world insights for anyone looking to scale the right way and build a business that's not only profitable, but truly exit-ready. <div class= "min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&]:mt-5" dir="auto" data-message-author-role="assistant" data-message-id= "80e51990-7608-46fb-a6c2-db31b2cacbca" data-message-model-slug= "gpt-

Show Summary: In this episode of the Grow My Accounting Practice podcast, we're joined by Dr. Don Wood to explore the powerful connection between trauma, mindset, and peak performance. Dr. Wood explains how childhood experiences can become unresolved trauma later in life and how they often show up in subtle but impactful ways. He introduces the concepts of "atmospheric conditions" and "emotional concussions," helping listeners understand how past events shape present behaviors, stress responses, and decision-making. The conversation also tackles big questions around anxiety, panic attacks, and addiction—challenging common assumptions and offering a new perspective on whether these patterns can be changed. Dr. Wood shares how "rebooting the mind" can unlock higher levels of performance, and whether shifting mindset alone can truly lead to extraordinary outcomes. This episode offers a fresh lens on mental performance, showing how addressing the root cause—not just the symptoms—can create lasting change in both life and business.   <div class= "min-h-8 text-m

Show Summary: In today's episode of the Grow My Accounting Practice, we sit down with Craig Dacy to unpack the simple but powerful changes that more than doubled his firm's sales close rate in 2025. Craig walks through the key metrics his team began tracking to identify where prospects were dropping off, and the three strategic tweaks that transformed their sales process. From refining their messaging and intake process, to reframing the purpose of consultations, and simplifying conversations so prospects weren't overwhelmed with information, each adjustment helped create a clearer and more effective client experience. The episode also explores how building a consistent follow-up system helped convert more conversations into committed clients. It's a practical look at how small, intentional improvements in your sales process can lead to major results for your firm.   <div class= "min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&]:mt-5" dir="auto" data-message-author-role="assistant" data-message-id= "80e51990-7608-46fb-a6

Show Summary: In today's episode of the Grow My Accounting Practice, we explore what it truly means to build a purpose-driven, profitable business. Profit for Good: How Purpose-Driven Businesses Turn Passion into Sustainable, Profitable Impact reframes profitability as the starting point for generosity, not the reward at the end. Through real client stories, we share how passion projects became sustainable, revenue-producing businesses once clarity, structure, and intentional profit were put in place. The conversation highlights how Profit First creates the confidence business owners need to say "yes" to impact without sacrificing financial stability. We also discuss the powerful mindset shift from "I'll give when I have more" to "I give because I'm profitable on purpose," and how accountants and advisors can help clients align money, mission, and long-term sustainability. This episode is a reminder that profit isn't selfish — it's what makes lasting impact possible.   <div class= "min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.tex

Show Summary: In today's episode of the Grow My Accounting Practice podcast, we explore the critical shift every founder must make to scale successfully by moving from operator to true leader. The conversation breaks down why being buried in emails, meetings, and day-to-day decisions isn't leadership and how CEOs can intentionally reclaim their time before burnout forces change. We discuss when it's actually the right time to hire help, how to scale yourself first, and why founders' syndrome is one of the most common blind spots holding growing companies back. The episode also examines how to build a culture of feedback that works and why it starts with the CEO, how leaders can better support and engage Gen Z employees, and why a Chief of Staff can be a powerful secret weapon for focus, strategy, and speed. This is a must-listen for firm owners ready to lead their businesses forward, not just manage them.   <div class= "min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&]:mt-5" dir="auto" data-message-author-role="assistant" data-message-id= "80e51990-7608-46fb-

Show Summary: *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "request-6964e222-7e50-8320-a1f4-a74865833991-16" data-testid= "conversation-turn-120" data-scroll-anchor="true" data-turn= "assistant"> *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "0ee1fffe-efff-4322-896d-d0176209d9d4" data-testid= "conversation-turn-176" data-scroll-anchor="true" data-turn= "assistant"> <div class=

Show Summary: *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "request-6964e222-7e50-8320-a1f4-a74865833991-16" data-testid= "conversation-turn-120" data-scroll-anchor="true" data-turn= "assistant"> In this Insider's Access episode of the Grow My Accounting Practice podcast, hosts Ron Saharyan, Liz Szporn, and Mike Michalowicz explore what it takes to scale advisory services in 2026 without burning out. They challenge firm owners to make the "CEO Pivot," stepping out of the technician role and into true leadership, even in an AI-driven world. The conversation highlights why empathy and human connection have become competitive advantages as automation takes over precision work. The hosts unpack how to price and position advisory through a Tiered Service Model, why burnout persists even when Profit First is in place, and how firms must shift from reporting on the past to guiding clients toward the future. The episode also addresses avoiding shiny object syndrome with tech, letting go of the wrong clients to grow into the CEO role, and building scalable teams of "Guides" so advisory doesn't rely solely on the owner. They close by defining the firms that will thrive in 2026: those that combine the Profit First mindset with critical thinking, hu

Show Summary: In this episode, we explore what the shift to a cookieless world really means for marketing and advertising and what is hype versus what is actually changing. The conversation explains the so-called "Cookie Apocalypse" and how the loss of third-party cookies affects data collection, targeting, and performance tracking. *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "request-6964e222-7e50-8320-a1f4-a74865833991-16" data-testid= "conversation-turn-120" data-scroll-anchor="true" data-turn= "assistant"> The discussion covers how marketers can measure the effectiveness of emerging, non-click digital channels such as connected TV (CTV) and podcasts, and why traditional attribution models are no longer enough. It also addresses modern approaches to marketing attribution that help teams make better decisions about where to invest their budgets. The episode also looks at how to analyze Facebook and Google Ads performance more effectively in a cookieless environment by moving beyond basic click metrics and toward insights that reflect real business impact. This episode is valuable for anyone preparing their marketing strategy for the next era of digital advertising.   <

Show Summary: In this GMAP episode, Brandon Hall joins the conversation to break down what actually holds accounting firms back from meaningful scale—and why technology alone isn't the answer. Drawing from his experience as a CPA, firm founder, and real estate investor, Brandon explains why most firms don't have an operations problem—they have a sales and leadership problem. He challenges the idea that sales should be "balanced" with operations, arguing instead that healthy firms intentionally let sales outpace operations to force growth, systems, and accountability. The discussion dives into why firms stuck at the $1M mark struggle to reach $10M, highlighting the real blockers: weak accountability, the absence of a true leadership team, and outdated governance models that reward mediocrity over ownership. Brandon also addresses the role of AI, making it clear that while technology can enhance efficiency, it won't replace accountants who lead, think critically, and guide clients strategically. This episode is a must-listen for firm owners who want to scale with intention, build strong leadership structures, and move beyond survival-mode growth into long-term, sustainable success.   <div class= "group/conversation-turn relative flex w-full min-w-0 flex-col age

Show Summary: In this episode, we're joined by John Zakel, Jr., founder of Smooth 401k, to explore how business owners can turn their 401(k) plans into a strategic advantage—not just a benefit expense. John breaks down why many small and mid-sized businesses overpay for their 401(k) plans and what owners can do to fix it. He explains how the right plan design can support business growth, improve employee retention, and create meaningful tax savings for both employers and their teams. The conversation also covers the rise of pooled and tech-enabled 401(k) platforms, how recent changes under SECURE 2.0 unlock overlooked tax credits, and why employee education is the key to building a stronger financial culture inside your organization. If you're a business owner looking to reduce costs, attract and retain great people, and use your retirement plan more intentionally, this episode offers practical insights you won't want to miss.   <div class= "min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&]:mt-5" dir="auto" data-message-author-role="assistant" data-message-id

Show Summary: In this episode of the Grow My Accounting Practice podcast, Dr. Holly Tucker joins the conversation to explore the powerful connection between physical well-being and business profitability. Dr. Tucker shares her journey as a chiropractor and how her passion for helping others extend beyond the treatment room and into supporting professionals—especially women in the chiropractic field—through the Profit First framework. She discusses her path to joining the Beyond Your Books team and how she bridges chiropractic care with financial advisory work. Dr. Tucker explains why posture and musculoskeletal health are critical for office-based professionals, particularly accountants and advisors who spend long hours at a desk, and how physical strain can quietly impact productivity, focus, and long-term success. The conversation wraps with practical "Invest in Your Spine" tips, encouraging listeners to intentionally invest their time, attention, and resources into simple posture and ergonomic improvements. This episode offers an insightful reminder that protecting your body is not just a health decision—it's a profitability strategy.   <div class= "min-h-8 text-messag

Show Summary: In this episode of Grow My Accounting Practice, we sit down with Justin Allan Montgomery, founder of ProCourseStart, to unpack how professionals can scale an eight-figure continuing education (CE) business—without fancy funnels or marketing gimmicks. Justin shares why accountants are uniquely positioned to launch CE businesses as a powerful passive income stream and explains how this model helps break the time-for-money trap that keeps many firm owners overworked and capped on income. He also dives into the growing role of AI in accounting and other professional fields, outlining how a CE business can serve as a financial hedge—building redundancy, resilience, and long-term stability into your career. Throughout the conversation, Justin walks through the general process of starting a CE business, what it actually takes to get one off the ground, and why trust-based education—not influencer marketing—is the key to sustainable success. He closes by revealing just how lucrative a CE business can be for professionals who package their expertise the right way. If you're an accountant looking to scale beyond billable hours, future-proof your income, and monetize your knowledge without burning out, this episode is a must-listen.   <div class="relative fle

Show Summary: In this episode, William Spengler breaks down why traditional hiring continues to fail finance leaders—and what top CFOs are demanding instead. He reveals how outdated recruiting systems lack the data integrity, accountability, and measurable ROI that finance executives rely on in every other area of business. William explains why the best CFOs don't want résumé collectors—they want strategic partners who understand business drivers and build relationships before a job search begins. William also shares how Frederick Fox's performance-first hiring model, built on flexible, commission-based partnerships, delivers precision, speed, and long-term retention. He explores how finance leaders balance cost control, culture, and urgency when filling high-impact roles, and what Frederick Fox has learned from working with more than 700 clients. The episode closes with practical lessons any firm can use to improve leadership, growth, and talent strategy beyond recruiting.   <div class= "min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&]:mt-5" dir="auto" data-message-author-role="assistant" data-message-id= "80e51990-7608-46fb-a6c2-db31b2cacbca" data-message-model-slug= "gpt-4o

Show Summary: In this episode of Grow My Accounting Practice, we're joined by Gabriel Florentino, Client Development Director at Engineered Tax Services (ETS), to break down one of the most powerful – and often misunderstood – tax strategies available to businesses: cost segregation. Gabriel shares what ETS does as a national leader in specialty tax services and explains how cost segregation works to accelerate depreciation, improve cash flow, and unlock significant tax savings. He also dives into bonus depreciation, how it amplifies the benefits of a cost seg study, and why it's especially important in the current tax landscape. Listeners will learn who is the best fit for a cost segregation study – including real estate investors, commercial property owners, and the CPAs who advise them – and why partnering with ETS ensures accuracy, compliance, and maximum value. If you want to help your clients keep more of what they earn, this episode is your roadmap.   <div class= "min-h-8 text-message relative flex w-full flex-col items-e

Show Summary: In this episode, Wayne Foreman shares his powerful journey from launching CDF with almost no capital to scaling it into a family of five successful companies with more than 150 team members. He opens up about the role faith played in his entrepreneurial path — including the prayer that shifted everything — and how trusting God through both challenges and victories shaped his business decisions. Wayne also explains how discovering Profit First transformed the way he operated, giving him clarity, stability, and true profit freedom. He dives into his coaching framework, 3PX, which focuses on People, Profit, Process, and the all-important X factor: user and customer experience. Listeners will hear how 3PX Coaching and the 3PX Podcast are helping business owners build stronger, more efficient, and more purpose-driven companies. <article class="text-token-t

Show Summary: In this special episode of the Grow My Accounting Practice Podcast, hosts Ron Saharyan, Liz Szporn, and Mike Michalowicz take listeners behind the scenes of ProfitCON 2025, the exclusive annual gathering for Profit First Professionals. They explore this year's theme, "In Plain Sight," uncovering how profit, purpose, and potential are often right in front of us. The team shares highlights from standout speakers, powerful sessions, and moments that inspired connection and growth within the community. Listeners will hear practical insights on pricing, efficiency, and mindset shifts that members can apply immediately—plus inspiring success stories from firms that have transformed through Profit First. The hosts also share what's next for the community and how to keep the momentum going beyond the event.   <div class= "min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&]:mt-5" dir="auto" data-message-author-role="assistant" data-message-id= "80e519

Show Summary: In this episode of the Grow My Accounting Practice Podcast, Mark Perlberg, founder of Prosperl CPA, joins the show to discuss how accounting professionals can elevate their services through proactive tax planning. Based in Atlanta, Georgia, Mark specializes in advanced tax-reduction strategies for high-income real estate investors and entrepreneurs across the U.S. He shares his insights on what it takes to build a team capable of delivering high-value tax planning rather than simply filing returns, emphasizing structure, communication, and the right mindset for firm growth. Mark dives into several key tax strategies that accountants can use to better serve their clients, including the importance of capturing "use it or lose it" deductions before they expire, creative approaches for high-earning W-2 clients, and how to leverage solar tax incentives to help clients save while investing in renewable energy. His perspective challenges traditional thinking and offers practical ways to identify opportunities that often go unnoticed in standard compliance work. Throughout the conversation, Mark highlights the power of overcommunication — ensuring clients understand their tax strategy, timelines, and next steps. By leading with transparency and education, he demonstrates how firms can build stronger relationships and deliver measurable results. This episode is packed with actionable insights for accountants ready to move from reactive tax filing to strategic tax planning that creates lasting client impact.   <div class= "[--thread-content-max-width:32rem] @[34rem]:[--thread-content-max-width:40rem] @[64rem]:[--thread-conte

Show Summary: In this episode of Grow My Accounting Practice, we're joined by Laura A. Shepherd, founder of Momentum BK, My Top Bookkeeper LLC, and MTB Management LLC. Laura shares how the Momentum BK Business Model empowers accounting professionals and business owners alike through its dual-purpose design—streamlining firm operations while enhancing client outcomes. Listeners will discover how the model guides firms from startup to scalable, turning standard operating procedures into strategic assets that drive growth and consistency. Laura also unpacks the Momentum BK Client Service Method, a revenue- and profit-focused framework that creates confidence, capacity, and control for both practitioners and clients. Tune in to learn how to transform your firm's systems and elevate your client service with a model built for sustainable success.   <div class= "markdown prose dark:prose-invert w-full break-word

Show Summary: In this inspiring episode of the Grow My Accounting Practice podcast, Mike Michalowicz and Ron Saharyan sit down with Rachel Bernier-Green, founder and CEO of the Economic Justice Consortium (EJC), to explore how financial professionals can lead — and thrive in — the social impact revolution. Rachel shares how the booming $715B ESG investment market and the B-Corp movement are creating unprecedented opportunities for accountants, bookkeepers, and advisors who want to align profit with purpose. She reveals how EJC's equity-centered consulting model not only delivers measurable impact but also commands premium pricing and builds deep trust with clients. Listeners will hear real-world stories of purpose-driven businesses that have achieved both profitability and impact with EJC's guidance, and learn how values-aligned service providers gain a competitive advantage through stronger relationships and referral networks. Rachel also introduces B.R.I.D.G.E., EJC's innovative membership program that scales social impact while generating recurring revenue — proving that sustainability and growth can go hand in hand. 🎧 Bonus insight: Rachel shares how working with mission-driven clients has transformed her own sense of personal fulfillment and purpose as a financial professional.   <div class= "[--thread-content-max-width:32rem] @[34rem]:[--thread-content-max-width:40rem] @[64rem]:[--thread-content-max-width:48rem] mx-auto flex max-w-(--thread-content-max-width) flex-1 text-base gap-4 md:gap-5 lg:gap-6 group/turn-messages focus-visible:outline-hi

Show Summary: In this episode of the Grow My Accounting Practice podcast, we welcome Marcel Wasserman—strategic business coach, licensed financial planner, and founder of LanternWay. Marcel shares how his greatest reward comes from seeing clients flourish and prosper from the work they do together. With over a decade of experience in financial planning, Marcel has built a business that not only supports his clients' growth but also provides him with a fulfilling lifestyle—one filled with freedom, purpose, and the joy of helping business owners thrive. Tune in to hear his insights on creating a business you truly love, while guiding others toward prosperity. <div class= "text-base my-auto mx-auto py-5 [--thread-content-margin:--spacing(4)] @[37rem]:[--threa

Show Summary: In this episode, Erika Jones explains how accounting professionals and business owners can identify profit leaks, adjust their pricing and cash flow strategies, and implement a CFO-backed system that makes profitability predictable rather than accidental. She also shares how she combines the Profit First framework with her proprietary Profit Seen™ system to help clients move from guesswork to financial clarity and sustainable growth.   <div class= "[--thread-content-max-width:32rem] @[34rem]:[--thread-content-max-width:40rem] @[64rem]:[--thread-content-max-width:48rem] mx-auto flex max-w-(--thread-content-m

Show Summary: In this episode, we explore the future of accounting in the age of AI and what firms need to do to stay ahead. From the growing risk of transactional work becoming undervalued to the reality that software providers like Intuit and Xero won't be protecting accountants, the conversation gets straight to the point: AI won't replace accountants—but accountants who use AI will replace those who don't. We dive into why effective staff training and leadership are critical, and how firms can unlock big advantages by building their own micro tools and AI agents. Whether you're concerned about disruption or excited about innovation, this episode offers a clear roadmap for embracing AI and future-proofing your practice. <div class= "text-base my

Show Summary: In this episode, we dive into a new book by Kayla Caldwell, Profit First Professional, founder of KC Virtual Bookkeeping, and creator of the PEACE framework. The PEACE Strategy combines the practical money management principles of Profit First with intuitive strategy and nervous system-aware business design. Built around five pillars—Profit, Energy, Alignment, Capacity, and Ease—this framework helps women entrepreneurs move beyond burnout and financial overwhelm to build businesses that truly support their lives. Kayla shares how baby steps toward Profit, clarity around energy drains and fuels, alignment with dream clients, working within true capacity, and designing systems for ease all come together to create sustainable, profitable businesses. For women balancing a lot while building what matters, The PEACE Strategy offers both a compassionate guide and a clear path to financial clarity, boundaries, and peace. Website:https://kcvirtualbookkeeping.myflodesk.com/quicklinks LinkedIn:linkedin.com/in/caldwellkayla Instagram: instagram.com/kcvbookkeeping Corporate Partner:Impact Global Solutions - mailto:[email protected] Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

Show Summary: In this episode, we sit down with Paige Wiese, Founder and CEO of Tree Ring Digital, to explore how finance professionals can leverage marketing to establish authority, attract the right clients, and scale with confidence. Paige discusses why accounting firms should embrace marketing or partner with experts like her to accelerate growth, and she shares strategies for building and distributing content that positions professionals as trusted leaders in their field. She also explains how AI can be used to streamline content creation, the role SEO plays in ensuring content reaches the right audience, and how growing practices can effectively manage and expand their content distribution. Packed with actionable insights, this conversation is a must-listen for any finance professional looking to strengthen their brand and stand out in a competitive market.   Website:https://www.treeringdigital.com/ http://treeringdigital.com/profitfirst LinkedIn:https://www.linkedin.com/in/paigewiese/ https://www.linkedin.com/company/treeringdigital/posts/?feedView=all Facebook:https://www.facebook.com/TreeRingDigital/ Instagram: https://www.instagram.com/treeringdigital/ YouTube:https://www.youtube.com/@treeringdigital Corporate Partner:Your Cyber Team - https://yourcyberteam.com/ Profit First App Version 2.0 is here!  More Education. More Functionality

Show Summary: In this episode of Grow My Accounting Practice, we welcome Ian Vacin, co-founder of Karbon and co-author of the upcoming book Scale with Purpose: The Service Entrepreneur's Guide to Intentional Growth, written with Jason Blumer. Together, they've drawn from over 25 years of experience advising, consulting, and mentoring service firm owners to create a practical roadmap for entrepreneurs who want to grow their businesses intentionally—not accidentally. Ian discusses why scaling a service-based business is about far more than just growth in numbers. He shares insights from the book, including how to optimize human capital, plan across different time horizons, and address the biggest challenge that keeps owners up at night: capacity. From understanding when your team is overworked or underutilized to navigating structural adjustments at different growth plateaus, Scale with Purpose offers proven tools and case studies that help owners maximize profitability while building sustainable businesses. Whether you're leading a small team or running a firm with dozens of employees, this conversation will give you a clear framework to scale consciously, manage your team effectively, and unlock the true enterprise value of your company.   <div class= "gro

Show Summary: In this episode of Grow My Accounting Practice, we sit down with Najma Khan, Certified Profit First Professional and founder of Rocket to Profit. Najma shares how implementing Profit First from day one—before she even had consistent income—set the foundation for her business and her clients' success. She walks us through her calm, client-centered approach to introducing Profit First without overwhelming or "selling," and how she reframes the most common resistance: opening multiple bank accounts. Najma also reveals the powerful emotional shift clients experience once they gain financial clarity, moving from stress and uncertainty to confidence and control. Finally, Najma explains why she sees profit as more than just numbers on a balance sheet—it's a tool for contribution. This belief has guided her in helping fund clean water projects in underdeveloped communities, showing that profit can truly change lives.   <div class= "min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&]:mt-5" dir="auto" data-message-author-role="assistant" data-message-id= "80e51990-7608-46fb-a6c2-db31b2cacb

Show Summary: In this episode of Grow My Accounting Practice, finance insider turned industry disruptor Wallis Tsai reveals how high earners can use life insurance strategically to reduce taxes, protect their wealth, and build long-term financial security. Drawing on her experience as a former Goldman Sachs investment banker and hedge fund investor, Wallis shares a refreshingly transparent, no-BS approach to insurance-based wealth planning that cuts through the jargon and gets straight to what works. From protecting against the financial devastation of a health crisis to understanding why disability insurance is often the most overlooked coverage, Wallis explains how to prevent common and costly mistakes. She also explores why today's long-term care options are better than ever, the critical insurance moves expectant parents should make, and how fiduciaries can identify and avoid bad advice. Whether you're advising clients or managing your own finances, Wallis delivers actionable strategies to help you lead smarter conversations and make confident, well-informed decisions.   <div class= "min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.

Show Summary: In today's episode of Grow My Accounting Practice, we're joined by Dana Staszkiewicz—Co-Founder of The Opus & Golds Group and former GM/COO of All Hours Plumbing, Heating, and Air. Dana shares how she helped scale a home service business from $12M to $20M in under three years, leading to a successful sale in 2023. She walks us through what the business looked like when she stepped in versus where it landed at exit, and how her diverse background—from advertising agency leadership to retail management—uniquely shaped her approach. Dana also unpacks the critical role numbers played in driving strategic decisions, how The OG Group partners with businesses through hands-on on-sites and equity participation, and the empowering work she's doing through her two women's leadership groups. If you're looking to scale, optimize, or transition a business—this episode is full of actionable insight. Don't miss it!   <div class= "min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&]:mt-5"

Show Summary: What if you could tap into your full learning potential—on demand? In this powerful episode of Grow My Accounting Practice, Dr. Sonny Magana, award-winning educator and globally recognized learning expert, shares how learning is not just a skill, but the foundation of all human achievement. Drawing from his groundbreaking research, Dr. Magana introduces us to the concept of "Learning in the Zone"—a state where individuals consistently achieve optimal learning performance. You'll discover how, regardless of how fast or slow we learn, there are proven principles that can accelerate learning for everyone. At the core of this transformation are Dr. Magana's 7 Habits of Meta-Learners—practical, science-backed behaviors that help individuals and teams unlock their highest potential. Whether you're a solo practitioner or leading a team, this episode is packed with insights that can help you create a culture of continuous improvement, personal mastery, and "Zone-ness" in your firm. 🎧 Tune in to learn how to transform your mindset—and your results—through the power of meta-learning.   <div cla

Show Summary: In this empowering episode of Grow My Accounting Practice, we're joined by Jen Perez, a Certified Profit First Professional, entrepreneur, and author of "69 Ways Money Is Like Sex." Jen is known for sparking bold conversations that challenge the status quo—and help business owners take back control of their finances and freedom. Jen dives into the three key levers every entrepreneur must master to scale sustainably: people, time, and money. She shares the creative process behind her book and how powerful analogies can help entrepreneurs finally get out of their own way—financially and emotionally. We also explore why financial success isn't just about profit—it's about designing a business that supports the life you actually want. Jen opens up about the most common mistakes she sees with Profit First implementations, and how to tailor the system to work with your brain and lifestyle, not against it. Plus, she shares how she built a six-figure business through relationship-based marketing and consistent, in-person networking—no burnout required. This episode is a must-listen for financial professionals and business owners who want real growth without shame, spreadsheets, or stress. 🎧 Tune in now!   <div class= "text-base my-auto mx-auto py-5 [--thread-content-margin:--spacing(4)] @[37rem]:[--thread-content-margin:--spacing(6)] @[70rem

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Show Summary: In this episode of the Grow My Accounting Practice podcast, Ryan McGarghan shares how combining Profit First, CFO services, EOS, and exit planning can help firms and their clients grow 5x. He explains how aligning finance with sales, marketing, and operations creates smarter, more strategic decision-making. Ryan also breaks down exit planning as a proactive growth tool and shows how EOS brings structure and accountability. Whether you're scaling your firm or guiding clients to long-term success, this episode offers practical ways to tie it all together.   Website: www.wearesynergysolutions.com   Corporate Partner:Your Cyber Team - https://yourcyberteam.com/

Show Summary: In this insightful episode of the Grow My Accounting Practice podcast, Sir Darren Jacklin shares strategies to help accountants and business owners smash their numbers in 2025. He highlights the importance of setting clear, measurable financial goals and encourages a shift in focus from revenue to true profitability. Darren also explains how using technology and automation can simplify workflows, reduce overwhelm, and free up time to better serve clients. The conversation dives into smart ways to prepare for tax season, along with the value of financial forecasting to stay steady through change. Whether you're aiming to grow, stabilize, or

Show Summary: In this episode of the Grow My Accounting Practice podcast, Donna Lim shares her powerful journey with Profit First and how it transformed both her business and the insurance agents she serves. Once a reluctant accounting firm owner who found the profession "boring and sterile," Donna realized her deeper calling was to support business owners. That mission drove her to embrace discomfort and growth—even when it meant raising prices and losing clients. But what she gained was far more valuable: clients who were willing to do the work and pay what she was truly worth. Donna's story is one of courage, challenge, and learning to own both the wins and the hard lessons. Donna also dives into what makes her work with insurance agents so impactful. By truly understanding their industry and the trajector

Show Summary: In this episode of Grow My Accounting Practice, Cathy Donovan Wagner, founder and CEO of RETAILMavens, joins us to unpack the deep, often overlooked connection between pricing and personal well-being. Cathy shares how pricing decisions don't just affect your bottom line—they impact your soul, your mental health, your team, your clients, and even the legacies we help build. She dives into the fear many professionals experience around raising prices, rooted in a desire to be liked and accepted, and explains why that fear can be more damaging than rejection itself. Cathy also explores the transformative power of niching, emphasizing how narrowing your focus can dramatically improve the client experience and your own confidence. As a Certified Profit First Professional, she speaks to the courage and commitment it takes to do the "scary

Show Summary: Best-selling author and speaker Bob Burg joins us on this week's episode of Grow My Accounting Practice to unpack the powerful concept of Genuine Influence — the kind that builds trust, fosters strong relationships, and leads to real results without manipulation. Bob shares the difference between influence and manipulation, walks us through the Five Principles of Genuine Influence, and even reveals the Eight Key Words that can inspire almost anyone to take action. We also explore why he doesn't believe in "compromise" — and what to aim for instead. Whether you're leading a team, working with clients, or growing your account

Show Summary: In this episode of Grow My Accounting Practice, we sit down with Ross Loveland, Founder & CEO of True Profit Salons, to talk about what it really takes to scale an accounting practice and evolve your services. Ross shares the early steps of building his practice, the lessons learned from choosing (and changing) a niche, and how a failed revenue stream taught him resilience and clarity. He dives into the power of strategic partnerships, adding tax services to a bookkeeping foundation, and why niching down can be a growth superpower. Now leading a team and stepping away from direct client work, Ross opens up about what it means to shift from technician to true business owner—and how you can do the same.   Website: <a href="https://trueprofitsalons.com/" target="_blank" rel= "noopener"

Show Summary: In this episode of Grow My Accounting Practice, we're joined by Liz King Caruso—Event Strategist, Consultant, and CEO of Liz King Events and techsytalk—to dive into the power of building a community to grow your brand. Liz shares her insights on how businesses in 2025 are leveraging events not just for visibility, but for genuine connection and long-term growth. From in-person to virtual and hybrid gatherings, Liz explores the evolving trends in what attendees truly value—and how brands can meet those needs with intention and impact. She also unpacks the most common missteps businesses are making with their events and why simply "hosting" isn't enough. Plus, she answers a key question on every business owner's mind: is it still worth investing in events? Tune in to

Show Summary: In this episode of Grow My Accounting Practice, we're joined by Edward Brooks to unpack "The 5 Reasons Stopping CPA Firms From Adding Millions in Revenue, Value, and Wealth." Edward shines a light on why, even in a booming market, most CPA firms are leaving massive growth opportunities on the table. He challenges firm owners to take a hard look at the habits, assumptions, and blind spots that are holding them back from unlocking serious financial potential. Edward takes us deeper into why many CPA firms live with business risks they would never accept for their clients, and how this disconnect could be stalling progress. We explore the persistent talent shortage in the industry—not just why it exists, but what firms should be doing t

Show Summary: In today's episode of the Grow My Accounting Practice podcast, Sandro Barbacini, co-founder of Vet in Business, joins the show to explore the power and importance of choosing a niche. Sandro shares how and why he started VIB from scratch, transitioning from veterinary medicine into business coaching, and how narrowing his focus helped build a thriving, purpose-driven practice. Throughout the conversation, Sandro emphasizes that choosing a niche not only helps clarify your message and attract the right clients, but also sets the foundation for sustainable growth. He discusses the value of authenticity and vulnerability in the marketing and sales process, explaining how being real and human can create deeper client connections. Sandro also highlights the impact of building strategic partnerships with mentors and modeli