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Info GROW MY ACCOUNTING PRACTICE | TIPS FOR ACCOUNTANTS, BOOKKEEPERS AND COACHES TO GROW THEIR BUSINESS A fun show dedicated to accounting, bookkeeping, and coaching firms looking to grow their practice, stand out from the competition and help their customers even more. Facebook Twitter RSS Feed Subscribe in Apple Podcasts Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business 2024 October September August July June May April March February January 2023 December November October September August July June May April March February January 2022 December November October September August July June May April March February January 2021 December November October September August July June May April March February January 2020 December November October September August July June May April March February January 2019 December November October September August July June May April March February January 2018 December November October September August July June May April March February January 2017 December November October September August July June May April March February January 2016 December November October September August July June May April March February January 2015 December November CATEGORIES * general * Grow My Accounting Practice Podcast All Episodes Archives Categories Now displaying: Page 1 Stacey Bennett: Building a Business Aligned with Your Values, Vision, and Goals 0 Oct 31, 2024 Show Summary: In this episode of the Grow My Accounting Practice podcast, Stacey Bennett, founder of The SLC Group, discusses the profound impact businesses can have on the world and the unique responsibility of the business owners to drive positive change. She emphasizes the importance of aligning your business with your personal trends. By leaning into authenticity, entrepreneurs can discover revolutionary ideas that genuinely contribute to a better world. Stacey encourages listeners to embrace failure and the messy process of growth. She believes that every stumble is a valuable lesson, forming the foundation of long-term success. Ultimately, Stacey's focus is not just on achieving business success, but on personal development and making a meaningful impact. By prioritizing these goals, she finds greater satisfaction and ease in her entrepreneurial journey. Website: theslcgroup.co Facebook: facebook.com/theslcgroup Corporate Partner: Universal Accounting - https://universalaccounting.com/ Make Your Business Permanently Profitable with the PROFIT FIRST APP! * Download this Episode Taheera Abdallah and Anne Christie Guillaume: How Profit First Applies in the Trucking Industry 0 Oct 24, 2024 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! * Download this Episode Dr. Quinn Denny: The 3 Personality Traits For Successful Leadership 0 Oct 17, 2024 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! * Download this Episode Patrick Casale: Insights for Neurodivergent Leadership in Business 0 Oct 10, 2024 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! * Download this Episode Michelle Weinstein: Sales, Objections, Conversions, and Enrollment 0 Oct 3, 2024 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/ Make Your Business Permanently Profitable with the PROFIT FIRST APP! * Download this Episode Doreen Binkiewicz: Effective Succession Planning 0 Sep 26, 2024 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/ * Download this Episode Rhamy Alejeal: How HR Can Supercharge Profitability for Your Business 0 Sep 19, 2024 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/ * Download this Episode Vivek Shankar: How Accounting Firms Can Build a Differentiated Brand 0 Sep 12, 2024 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/ * Download this Episode Mark Evans: Navigating Business Growth - From Startup Sparks to Scaling Success 0 Sep 5, 2024 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/ * Download this Episode Michael Agugliaro: How to Master Chaos Through Mindset and Physical Mastery 0 Aug 29, 2024 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/ * Download this Episode Jemel Smith: Becoming a Fractional CFO 0 Aug 22, 2024 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/ * Download this Episode Katie Richardson: Thriving Both in Business Growth and Family Success 0 Aug 15, 2024 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/ * Download this Episode Nathan Rigney: Expert Strategies for Entrepreneurs and Accountants 0 Aug 8, 2024 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/ * Download this Episode Justin Moore: Sponsorship Strategy 0 Aug 1, 2024 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/ * Download this Episode Amy Baltimore: How I Implemented Profit First, Pumpkin Plan, and Clockwork 0 Jul 25, 2024 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/ * Download this Episode Christian Brim: Profit First for Creatives 0 Jul 18, 2024 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: @coregroupus https://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/ * Download this Episode Venus Michael: Profit First for Photographers 0 Jul 11, 2024 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/ * Download this Episode Chad T. Jenkins: Transforming Traditional Businesses into Lucrative Ventures 0 Jul 4, 2024 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 * Download this Episode Scott Whitaker: Transforming Clients into Members for Business Retention and Growth 0 Jun 27, 2024 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/ * Download this Episode Kristen Ricupero: How Your Mindset Plays a Critical Influence to Your Business Growth 0 Jun 20, 2024 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 * Download this Episode Seth Fineberg: Revolutionizing Accounting: Essential Changes for Progress 0 Jun 13, 2024 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/ * Download this Episode Kiné Corder: Mastering Money, Emotions, and Mentality for Advisors 0 Jun 6, 2024 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/ * Download this Episode Brandy Derrick: The Journey to an Award-Winning Virtual Bookkeeping Firm 0 May 30, 2024 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 * Download this Episode Marcel Petitpas: How To Measure and Improve Financial Profitability 0 May 23, 2024 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/ * Download this Episode Geraldine Carter: How CPAs Can Get Down to 40 Hours 0 May 16, 2024 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 * Download this Episode 1 2 3 4 5 6 7 Next » 19 ©Copyright 202 Mike Michalowicz. All Rights Reserved.