Show Summary In this episode of the Grow My Accounting Practice Podcast, we have a special guest, Sue Fulmer, who currently serves as Ron Saharyan's assistant at the Profit First Professionals Homebase team. Sue delves into her professional background, sharing insights into her significant role during her 17-year tenure at Mars, Inc. As she reflects on her journey, Sue draws comparisons between the corporate culture at Mars and the distinctive environment at Profit First Professionals. Throughout the podcast, Sue provides valuable perspectives on her experiences, highlighting the contrasts between her initial career and her current role within the Profit First framework. Listeners gain unique insights into Sue's relationship with Ron Saharyan, exploring the dynamics of their professional collaboration and the special qualities that make working at Profit First truly stand out for her. Tune in to discover the secrets behind Sue Fulmer's journey and the distinctive aspects that define her experience at Profit First.   Website: www.profitfirstprofessionals.com Email Addresses: sue@profitfirstprofessionals.com   Corporate Partner: Clockwork AI - www.clockwork.ai

Show Summary In today's episode of the Grow My Accounting Practice Podcast, we have the pleasure of hosting Hope Blankenship, the founder of To the Rescue Bookkeeping. Hope shares her insights on the age-old question for entrepreneurs – does work-life balance truly exist for bookkeepers? As a seasoned professional in the field, Hope dives into the intricacies of balancing the demands of entrepreneurship with a fulfilling personal life. One of the key highlights of our conversation centers around what makes To the Rescue Bookkeeping unique in the competitive landscape. Hope sheds light on the distinctive aspects of her business model, emphasizing the importance of ethical practices and how she became a certified fraud examiner to set her services apart. She also discusses the challenges and triumphs of moving her bookkeeping business across the country, sharing valuable lessons for those considering a similar leap. As a bookkeeping entrepreneur who started solo and evolved into a manager, Hope Blankenship reflects on the essential qualities needed to thrive in the field. From managing growth to overcoming challenges, she provides valuable insights for aspiring bookkeepers looking to build their own successful ventures. Tune in to this episode for a deep dive into the unique journey of Hope Blankenship and To the Rescue Bookkeeping.   Website: totherescuebookkeeping.com Email Addresses: @TOTHERESCUEBOOKKEEPING   Corporate Partner: Jetpack Workflow - https://jetpackworkflow.com/

Show Summary In today's episode of the Grow My Accounting Practice podcast, we dive deep into the transformative journey of Stacey Seguin, a Mastery Certified Profit First Professional. Stacey shares her profound insights on discovering life's purpose and the pivotal role it plays in shaping a successful accounting practice. Through engaging anecdotes, she emphasizes that the choice to view struggle as an opportunity, rather than a hindrance, is key to unlocking personal and professional growth. The episode unfolds with Stacey unveiling crucial turning points in her life, urging listeners to abandon the quest for understanding why certain challenges arise and instead focus on defining what they truly want. She advocates for a mindset shift by encouraging entrepreneurs to change their rules and embrace the freedom that comes with choosing their path. Stacey also delves into the question of staying committed to one's chosen path, guiding listeners on how to make it work by aligning actions with aspirations. As the episode progresses, Stacey explores the intricacies of forging partnerships. Drawing parallels to a puzzle, she describes the harmonious locking of pieces into place, creating a clear and coherent picture. Listeners gain valuable insights into navigating the dynamics of partnerships, making informed decisions, and ensuring that each puzzle piece contributes seamlessly to the overall success of their accounting practices. Join us for this enriching conversation with Stacey Seguin as she shares her wisdom on purpose, resilience, and the art of building a thriving accounting practice.   Website: www.ohmyroi.com Email Addresses: stacey@ohmyroi.com mike@ohmyroi.com   Corporate Partner: Your Cyber Team - https://www.techiegurus.com/

Show Summary In today's insightful episode of the Grow My Accounting Practice podcast, we are thrilled to have Dan Richards, the Commercial Director of MyFirmsApp, sharing his insights. Dan emphasizes the crucial need for everyone in the accounting profession to be on the education and nurturing journey, fostering a rising tide effect in the industry. Dan discusses the challenge of finding quality content, especially new material from trustworthy and experienced authors. The conversation unfolds the significance of a shared resource library, providing convenient access to valuable content for professionals juggling busy work and life schedules. The episode also explores the pervasive failure-to-implement challenge faced by every firm. Dan stresses the importance of raising awareness among the entire team, not just the decision-makers, to effectively address this challenge. Recognizing Continuous Professional Development (CPD) as essential for everyone, Dan proposes a simplified approach to make CPD a seamless and beneficial aspect of every professional's journey. Today's episode offers valuable insights into navigating these challenges and fostering continuous improvement in the accounting profession.   Website: www.practicewin.com Corporate Partner: Tripp Crosby, Very Very Video - www.veryveryvideo.com

Show Summary In this episode of the Grow My Accounting Practice podcast, we're joined by Stacy Lang, a highly experienced Certified Public Accountant and Mastery Level Certified Profit First Professional based in Phoenix. With over two decades in the field, Stacy unveils the origins of her business, sharing key moments that laid the groundwork for her success. A distinctive feature of Stacy's practice is her niche focus on serving educators. She delves into the strategic decision behind this specialization, offering insights into the unique challenges and opportunities it presents in the accounting landscape. Stacy takes us behind the scenes of her business expansion journey, discussing the pivotal decision to pursue an acquisition. She candidly shares the successes and challenges encountered during this process, providing listeners with valuable takeaways. In the final segment, Stacy reflects on her experiences, offering insights into what she would do differently if given the chance, providing a roadmap for others in the accounting profession. Tune in to gain wisdom from Stacy Lang's remarkable journey in the accounting world.   Website: www.langaccountingservices.com Facebook: https://www.facebook.com/langaccountingservices LinkedIn: https://www.linkedin.com/in/stacy-herman-lang-cpa-7677771/ Instagram: https://www.instagram.com/langaccounting/   Corporate Partner: Pumpkin Plan - https://pumpkinplanyourbiz.com/

Show Summary In today's episode of the Grow My Accounting Practice podcast, we are excited to welcome Val Duvick, a seasoned wedding photographer turned business coach and certified Profit First Professional specializing in female creatives. With a unique perspective and unconventional, life-centered business strategies, Val challenges the notion that creatives struggle with numbers and math. She speaks the creative language fluently and passionately believes that even artistic minds can take control of their money and time. Val shares her personal journey in the episode, revealing how the Profit First methodology became a transformative force in her life and business. This segment serves as an inspirational testimony to the impact of strategic financial management on creative entrepreneurs. Moving on, Val delves into why traditional accounting can feel like a foreign language to creative entrepreneurs but emphasizes how Profit First provides a manageable and relatable approach. By breaking down barriers and simplifying financial concepts, Val empowers creatives to embrace financial control without feeling overwhelmed. The episode further explores the profound connection between money management and achieving a healthy work/life balance. Val sheds light on how the way we handle our finances directly influences our ability to create harmony between our professional and personal lives. Closing the episode, Val offers insights on how accountants can better serve their creative clients. By understanding the unique challenges faced by creatives in the financial realm, accountants can tailor their services to support their clients' specific needs. Val's expertise provides a valuable guide for both creatives seeking financial empowerment and accountants aiming to enhance their support for this dynamic sector.   Website: www.valmarlene.com/shop creativeincomecure.valmarlene.com Instagram: www.instagram.com/val_marlene_creative   Corporate Partner: Officially Social - https://www.officiallysocial.com/

Show Summary In this episode of the Grow My Accounting Practice Podcast, we welcome Melissa Lynn Miranda, CPA, founder of Step By Step Accounting—a fully virtual and teaching-oriented accounting and advisory firm recently recognized as a Top 50 Woodard Accounting Firm. Melissa shares invaluable insights on building a systematized business that doesn't solely depend on the business owner. She emphasizes the importance of starting with the end in mind when structuring an accounting firm, providing practical advice for long-term success. The conversation delves into the crucial topic of entrepreneurial mental health, shedding light on the challenges many business owners face and offering strategies to maintain a healthy mindset. Melissa also explores how effective communication skills play a pivotal role in guiding clients step by step through their financial journey. Tune in to gain actionable tips and a fresh perspective on creating a sustainable and client-centric accounting practice. Join us as we learn from Melissa's expertise and discover innovative approaches to enhance both business operations and client relationships in the accounting world.   Website: https://linktr.ee/stepbystepaccounting Corporate Partner: Cash Flow Mike – https://cashflowmike.com/

Show Summary In this riveting episode of the "Grow My Accounting Practice Podcast," we are joined by Nicole Bendig-Lamb, the innovative force behind Snarky Sweet Cake Chick, LLC. Nicole takes us through her entrepreneurial odyssey, underscoring the transformative impact of Profit First and the Pumpkin Plan on her flourishing home-based business. Her story unfolds as a testament to the profound mindset shifts and strategic approaches that have propelled her to remarkable success. Nicole's unconventional approach to training her "competitors" sparks curiosity and challenges traditional business paradigms. She shares insights into the collaborative spirit that underpins her decision, shedding light on the unexpected benefits of fostering a supportive community within her industry. The episode delves into the power of collaboration over competition, emphasizing the collective growth that arises from a shared commitment to excellence. The conversation further unravels Nicole's motivation behind penning her book, "Baking Your Way To Top: How to Start & Grow Your Own Home-Based Baking Business." By distilling her experiences into a comprehensive guide, Nicole aims to empower aspiring entrepreneurs in the home-based baking niche. Her commitment to transparency shines through as she candidly discusses her pitfalls and mistakes, offering invaluable lessons that resonate with anyone navigating the intricate landscape of entrepreneurship. Tune in for a captivating exploration of Nicole's entrepreneurial journey and gain practical insights for your own business endeavors.   Website: https://cakebusinessschool.com/HomePage Corporate Partner: Relay – https://relayfi.com/

Show Summary In this episode, we are joined by two exceptional guests, John Drawdy, a seasoned Profit First Professional and the owner of Paragon, along with Kristen Griffin, also from Paragon. The focus of today's discussion revolves around the application of Profit First principles in a larger business setting. John and Kristen kick off the conversation by sharing their own Profit First victories, shedding light on how implementing this revolutionary financial approach has positively impacted their business, Paragon. They delve into the tangible benefits they've experienced firsthand, illustrating the transformative power of Profit First in optimizing cash flow and fostering financial health. The discussion seamlessly transitions to Profit First victories for clients, with John and Kristen providing compelling examples of how the methodology has empowered their clients to achieve financial success. The real-world success stories shared in this episode serve as inspiration for accounting professionals seeking to integrate Profit First into their service offerings. Firm goals take center stage as John and Kristen elaborate on incorporating Profit First into the overarching objectives of their practice. They discuss the synergy between Profit First principles and the strategic goals of a firm, emphasizing how this alignment can supercharge growth and sustainability. Delegating is a crucial aspect of any business, and John and Kristen share their insights on how to effectively delegate tasks within the framework of Profit First. They provide practical advice on optimizing team efficiency while maintaining a Profit First mindset. The episode concludes with a deep dive into incentive pay for production teams, exploring how aligning financial incentives with Profit First principles can drive motivation and enhance overall team performance. This episode is a must-listen for accounting professionals aiming to leverage Profit First in a larger business context and seeking actionable strategies for success. Tune in for a wealth of knowledge and practical tips from these Profit First experts at Paragon.   Website: www.paragonat.com Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary In this episode of the Grow My Accounting Practice Podcast, we have Judie McCarthy, the Co-founder of Client Hub and CEO and Founder of Think Leader Consulting as our guest. The conversation delves into the pivotal role of process and procedure development in achieving scalability within accounting practices. Judie begins by emphasizing the critical importance of robust processes for scalability. She articulates why having a well-defined structure in place is key to handling growth efficiently and ensuring consistent service delivery. The discussion then shifts to the notion that it's never too early to embark on the journey of process development. Judie underscores the proactive approach of initiating these procedures early, highlighting the long-term benefits they bring to the table. The podcast also explores the pragmatic choice between implementing a solution and attempting to reinvent the wheel. Judie shares insights on the efficiencies gained by adopting existing solutions, emphasizing the value of time and resources saved. The conversation takes a deeper dive into the integral role client actions play in shaping an accounting workflow. Judie sheds light on how understanding and incorporating client dynamics contribute to a more streamlined and effective practice. Finally, the spotlight turns to Client Hub and what sets it apart from the competition. Judie elucidates the unique features and functionalities that make Client Hub a standout choice for accounting professionals. Whether it's enhanced client communication, seamless workflow integration, or a user-friendly interface, Client Hub is positioned as a game-changer in the competitive landscape. Tune in to this enlightening episode for a masterclass on the significance of process development and a closer look at what makes Client Hub stand out in the accounting industry.   LinkedIn: https://www.linkedin.com/in/judiemccarthy Twitter: https://twitter.com/Judie_McCarthy Dropbox: https://www.dropbox.com/s/4f7p8zmml07uw7k/JudieThinker.jpg?dl=0 Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary On today's episode of the Grow My Accounting Practice Podcast, we're joined by Lori Mercaldi, owner of Financial Tally. Lori discusses her business transition to advisory services, highlighting the intrinsic value it brings to both clients and the overall trajectory of Financial Tally. She challenges the perception that one can be "too old" to pivot in business, sharing her own journey as a testament to the transformative power of embracing change. Lori delves into the implementation of the Profit First methodology, outlining its benefits for her business and its pivotal role in fostering financial health for her clients. This strategic financial approach becomes a cornerstone of her advisory services, emphasizing sustainable growth and prosperity. Beyond business strategy, Lori shares insights into rebranding efforts through effective networking and marketing, with a focus on leveraging LinkedIn for authentic connections. She also discusses the art of designing a "work optional" lifestyle for herself and her clients, offering practical guidance on shaping businesses that align with desired lifestyles, emphasizing flexibility and balance. Tune in for Lori Mercaldi's inspiring journey, filled with valuable insights for entrepreneurs looking to transform their businesses and lives.   Website:https://financialtally.com/ LinkedIn:https://www.linkedin.com/in/lorimercaldi/   Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary In this episode of Grow My Accounting Practice Podcast, our guest is the incredible Lou Clarke, delving into enlightening topics that are sure to spark your interest. Lou explores the fascinating interplay between energy and financial flow, providing insights into how our mindset influences our relationship with money. Unpacking the dynamics of feminine and masculine energies in the financial realm, Lou sheds light on how embracing both can lead to a more holistic and empowered approach to money management. She also shares valuable strategies on leveraging digital products and affordable offers as powerful tools for business growth, providing a roadmap for entrepreneurs to thrive in the digital landscape. Additionally, Lou discusses the essential elements of the confidence code in the financial sector, offering insights to empower professionals in navigating challenges and building unwavering confidence. Emphasizing the transformative power of movement, Lou illustrates how taking action propels momentum, fostering growth and success in both personal and professional spheres. Tune in to this episode for a journey through the energetic, strategic, and empowering aspects of financial wisdom with Lou Clarke.   Website:www.thelouclarke.com Instagram:https://www.instagram.com/thelouclarke/   Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary In this episode of the Grow My Accounting Practice Podcast, Cheri Andrews, Esq, illuminates key aspects crucial for establishing and managing a business entity. She emphasizes the critical nature of creating a separate legal entity for businesses, outlining its impact on various business facets. Cheri discusses the importance of assembling a proficient team with advisors who specialize in complementing one's areas of expertise. Staying within one's "zone of genius" is highlighted as essential for business success. She underscores the significance of contractual agreements and engagement letters, detailing their role in defining relationships and minimizing risks in business dealings. Additionally, Cheri delves into the compliance requirements for email and website marketing. She elucidates the legal obligations businesses need to heed when engaging in marketing through these platforms. Protecting business names and avoiding potential rebranding concerns was also an area of focus, guiding listeners on strategies to safeguard business identities effectively. This episode is a rich source of legal insights, offering actionable advice for accounting professionals and business owners navigating the complex realm of business operations and legal compliance. The content covers vital legal considerations fundamental for fostering business success and compliance.   Website:www.cheriandrews.com Facebook Business Page: https://www.facebook.com/yoursmallbusinessattorney Facebook Group:https://www.facebook.com/groups/sbletstalklegal LinkedIn:https://www.linkedin.com/in/cheri-andrews Instagram:https://www.instagram.com/cheridandrews/ The Wise Owl Academy: https://www.cheriandrews.com/academy/ Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary In today's episode of the Grow My Accounting Practice Podcast, we have David Cristello, the Founder & CEO of Jetpack Workflow, as our esteemed guest. David delves into the concept and functioning of Recurring Client Management (RCM) Systems, shedding light on what it entails and how it operates. He emphasizes the importance of evaluating workflow platforms that suit different business needs, guiding listeners on the criteria for choosing the most appropriate technology for their entities. Drawing from his role as CEO of a software development company, David shares insights on staying abreast of cutting-edge technology and the methodologies behind selecting the right technology to build applications. Additionally, he elaborates on the strategic decision to collaborate with Profit First Professionals, outlining the unique benefits and value that his partnership brings to our membership. This episode promises a deep dive into Recurring Client Management Systems, technology evaluation strategies, and the significance of partnerships in enhancing business practices. David's expertise and perspective will provide invaluable insights for accounting professionals and business owners seeking effective workflow solutions.   Website:jetpackworkflow.co LinkedIn:https://www.linkedin.com/company/jetpackworkflow/ Twitter:https://twitter.com/jetpackworkflow Facebook:https://web.facebook.com/jetpackworkflow   Corporate Partner: People Process – https://peopleprocesses.com/

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Show Summary In this episode, Lee shares with us how to address changes in buyer's behavior and how to engage in critical key audiences. He also answers the question about referrals being a sustainable marketing strategy.   Website: https://hingemarketing.com/ Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary Breathing is the first thing coming into this world and the last thing we do when we leave. We take about 600 million to a billion breaths in a lifetime and don't even think about it. In this episode, Reis shares with us the reason why we should pay attention to our breathing. It is a vital tool to not only stay alive but also regulate our nervous system. There's a different way to breathe that's correlated to the state we're in at the moment. Reis teaches us how to breathe for the state we want to breathe in. Reis also shares some tips for the best breathing practices before a sales call, presentation, or anything that could lead you to an anxious or nervous state in your workplace. Check out their website and have an expert help you with your breathwork.   Website: ourbreathcollective.com reispaluso.com Instagram: @ourbreathcollective @reispaluso Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary In this episode, Geraldine explains what invisible demand means and how to create and capture it. She also shares with us the following points related to creating an invisible demand: value of your services undercharge relative to the value always be creating demand, even when you are full  limit supply focus on creating 100% results for 100% of your clients and take 100% responsibility for all the things within your control More great insights from Geraldine when you listen to this episode of Grow My Accounting Practice podcast.   Website: https://geraldinecarter.com/ Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary In this episode, Tara shares a quick roadmap of processing a credit card and how the funds arrive at the merchant's bank. And also the most popular ways of processing and programs earning more popularity. Tara also discusses what makes an outstanding sales agent or trusted advisor in the credit card processing industry. They not only look at a statement and quote to reduce quotes, but agents also take time to understand the business, its pain points, and needs. There are also some misleading practices within the credit card processing industry which Tara explains how to avoid. Tara has solutions to help streamline business processes, a solution that instantly syncs credit card transactions with Quickbooks.   Website: https://cardconnect.com/ Email Address: tcannon@cardconnectpartners.com Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary In this episode, Shaily talks about the thing most accountants neglect but value at the same time. She figures a lot of listeners get their business by word of mouth. But the reality is that they are not staying in touch with their past clients and referral network. It's the most significant missed opportunity. Shaily also believes that the outsourcing part sounds like it will be huge. If one has a firm, they don't want to do their marketing. But if they don't know who to hire, they will miss out on the real benefit of outsourced help. One of the things to note in this episode is how to hook your audience from the very beginning, especially in doing social media posts. Get them to click the "see more button."   Website: https://www.yoursocialmediasherpa.com/ Facebook: https://www.facebook.com/hakimian45 LinkedIn: https://www.linkedin.com/in/hakimian45/ Instagram: https://www.instagram.com/hakimian45/ Twitter: https://twitter.com/intent/user?screen_name=hakimian45 Youtube: https://www.youtube.com/channel/UCsbk3e9sGJe7AK8hBhTmj8A?sub_confirmation=1 Tiktok: https://www.tiktok.com/@hakimian45/ Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary A brand is forced, and that's not what we want. We want to make a choice. Think of yourself as having a tattoo. Having a tattoo is a choice. It's something you've chosen to express yourself that is relevant to you. In this episode, Clint shares with us the established way to rebuild a brand. He gives us ideas on what are some of the steps to take to reframe our brand and how to get people to tattoo us on them. Everything will lead down to finding a niche. Clint stresses in this episode to start finding a niche, and explore what you're good at in the market to be able to rebuild your brand. Learn more about Clint's unique approach to business building and smart growth.   Website: www.tattoosnotbrands.com Instagram: https://www.instagram.com/tattoosnotbrands/ Amazon: https://www.amazon.com/Tattoos-Not-Brands-Entrepreneurs-Marketing Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary Having a remote team is a HOT topic right now. In this episode, Jason Snider shares his experiences hiring a remote team. From the advantages of having a bigger pool of access to applicants to build a team to the cons or downsides of working with them remotely. In addition to that, he also discusses the common mistakes people make in hiring offshore or remote employees. He talks about the myths and reality of saving more costs from hiring offshore. If you are searching for skilled offshore employees from different parts of the world to be a part of your company, start with understanding the offer of what you need before you seek out to fulfill something.   Website: http://aspyradvisors.co/ LinkedIn: https://www.linkedin.com/company/aspyr-advisors/ https://www.linkedin.com/in/jasons25818212 Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary Niching matters and figuring out your "Why?". In this episode, Li Hayes shares with us why speaking helps us in our businesses and what various speaking opportunities there are. She also gives us pieces of advice on how to get into the speaking business. When speaking, you have to think if you are getting value from an event. It is a great way to affirm authority just by speaking in front of people that may have been using your services so they can verify that they're working with the right person.   Website: pathtothemainstage.com LinkedIn: https://www.linkedin.com/in/li-hayes/ Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary In this episode, Silvia shares her personal story and how she helps her clients based on the experiences she went through as an immigrant. She emphasizes that it is significant to empathize, know, and validate people's experiences and truly understand where they are, where they are coming from, and where they want to go. She believes that there are still a lot of opportunities for immigrants in America because of the skills they can bring in that would benefit the country.   Website: https://smgbusinessservices.com LinkedIn: https://www.linkedin.com/in/silviaguardado/ Facebook: https://www.facebook.com/smgbusinessservices Instagram: https://www.instagram.com/smgbusinessservices/ Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary Start becoming the authority in your industry, be the spokesperson, build a community, and bring in the expert and facilitate it. The Successful Bookkeeper Summit is a digital platform designed for professional bookkeepers and accountants who want to expand and grow their businesses. Listen to this episode to learn more about the Successful Bookkeeper Summit with Louie and Michael.   Website: https://community.thesuccessfulbookkeeper.com/events/tsb-summit Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary In this episode, Penny Breslin shares how and why she started outsourcing accountants and bookkeepers. She started outsourcing in 1999 when the technology wasn't as advanced as today. She experienced how technology has changed over the years, which she also discusses with us in today's episode. Missteps are inevitable in businesses. Penny shares with us some of the mistakes accounting and bookkeeping firms are doing when they are trying to work with an outsourced provider. Penny has organized internal systems and processes to go for her employees, which is very significant to the company's success.   Website: https://moneypennyllc.com/ Twitter: https://www.linkedin.com/in/penny-breslin-0228b81/ Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary "Becoming comfortable with the uncomfortable." This is ProfitCon's theme for this year's conference, and it relates so much to Rachel's experience in networking. In this episode, Rachel Siegel discusses the difference between introverts and extroverts. She also shares how introverts do networking and how it helps them get out of their shells. In order to grow, Rachel needs to network and this is what pushed her to start networking and talking to people as an introvert.   Website: https://www.gofigureaccounting.net/ https://www.alignable.com/winter-garden-fl/go-figure-accounting Facebook: https://www.facebook.com/GoFigureCPA Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary Writing a book is not easy. In this episode, Deb Cassera and Sabrina Pelech share their experience in writing the book Profit First for Chiropractors. Deb and Sabrina talk about the different strengths they both have, which helped them complete the book and how it helped define what they do better individually. Writing a book is a long personal journey, and they were able to discover what they can and can’t do and learn about other people’s journeys along the way.   Website: Profitfirstchiro.com Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary Many businesses, particularly small business owners, are faced with the challenge of the consideration of raising prices. Business owners hear they should but are afraid to do it. Brian Thompson struggled with this challenge for a period of time. Fear has been one of the motivators in life for Brian, and it impedes the progress he wants to make. Raising prices scared him, thinking about rejection or the people saying they don't want to work with him anymore because of increasing his costs. In this episode, Brian shares how he overcame his fear of rejection and people saying "no" to him for raising prices and how it affected his business revenue. He also gives us an excellent idea on how to make time for optimizing your business which he calls the Brian Week for his own business.   Website:https://btfinancial.com/ Facebook: https://www.facebook.com/Brian-Thompson-Financial-535264729938675   LinkedIn: https://www.linkedin.com/in/brianthompsonfinancial/   Instagram: https://www.instagram.com/btfinancial/   Twitter:https://twitter.com/BrianFinancial Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary In this episode, Ian Robinson talks about the signs your software is out of sync with your expertise, current-day pain, and missed opportunities. If you are in pain with your existing system, you can make a case for getting out of the pain through custom software and not break the bank. He also shares the difference between practice-based software versus project-based software and how to create a strong product vision to create for long-term success.   Website: https://enlivenhq.com/ Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary The government will pay you to invest in their list of priorities, such as jobs, energy, food, technology, and the like, as long as you do it the way the government wants you to. It's a win-win for the government, business owners, and society. We all use the tax incentives, but according to Tom, we don't understand that the biggest tax incentives are for investors and business owners. They are not for little things we do for ourselves or other people. Tom shares the seven investments the government will pay the business owners for and how to invest in these in this episode. Up to this point, it has been the rich who have taken advantage of these because they have good tax professionals. In order to leverage these things, you have to get good advisors. Accountants, bookkeepers, and financial coaches can start with the books The Win-Win Wealth Strategy and Tax-Free Wealth to better position themselves so they can advise their clients about the tax incentives in businesses. The more wealth you build, the less tax you pay.   Website: www.wealthability.com   Facebook: https://www.facebook.com/Tom.Wheelwright.CPA https://www.facebook.com/4wealthability/   Youtube: https://www.youtube.com/user/tomwheelwrightcpa   Twitter: https://twitter.com/WealthAbility   LinkedIn: https://www.linkedin.com/in/tomwheelwright/ Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary Success comes from systems. In this episode, Josh and Ashlee share what's mutual with successful families and successful businesses. They both teach entrepreneurship to their kids at a young age, which will make a significant impact on their lives. They created a journal that teaches kids about mindset, leadership, and entrepreneurism. Why is it important? You'll learn more by listening to this episode!   Website: KidWarPlan.com WarPlanStudios.com Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary People rarely hear the conversation of tax savings and wealth acceleration in one frame. Can they really work together, or should they work together? In this episode, Dan Romance and Tom Gibson give us an answer to that question. And share with us how far people are missing the mark on tax mitigation. TSP Family Office helps people all over the country reduce their taxes and maximize and grow their tax savings. The guests will share other services they can provide their clients and their importance. They will also discuss the types of strategies they use with their clients, which is a great bonus for you, our dear listeners!   Website: www.tspfamilyoffice.com Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary What's your future capacity look like? Let's figure that out in this Grow My Accounting Practice podcast episode with David Cristello. He also explains in this episode the reality or the possibility of the "one-person, one-million dollar firm." When starting your business, start with humble pie.   Website: jetpackworkflow.com LinkedIn, Twitter, Facebook: @jetpackworkflow Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary Increase visibility and credibility using press releases to promote authors, small businesses, and startups. Listen to this episode and learn more about the following: how to get regular local media coverage without spending a dime hone your unique selling proposition to make you irresistible to the media, and; how increase in credibility through PR allows you to close more sales, both online and offline. Press release can be a strategy you can deploy especially when you're niche-specialized.   Website: https://www.ereleases.com/ Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary Take that leap of faith to move forward with your business. Tuesday had a dream and a vision, and she realized that through partners, other resources, and relationships, she could make that dream come true, not only by helping her with her business but by providing careers and opportunities for so many. Tuesday started a program in Africa, which is an extraordinary contribution and a novel way to grow a business. There are young women in Africa who need opportunities and set up a business of their own and share in this new way of doing business in terms of technology. She thought that if she wants to grow her business, she should focus on women, so they trained women to do bookkeeping in the AJOY way. The idea came in November, and they graduated their first cohorts, 11 young women. They taught them more than just bookkeeping and created courses on US Tax, US Accounting, and US Business, in general. Website: https://ajoymgmt.com/ Facebook: https://www.facebook.com/AjoyWorldwide/ Youtube: https://www.youtube.com/c/AJOYMEDIA/videos Instagram: https://www.instagram.com/ajoyworldwide/ Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary Surround yourself with people that are there already. You need to have certainty in your numbers. You have to have that certainty around your business. Associate yourself with other people and other businesses, and until you can see that there are ways that other people have done what you're trying to accomplish, then you get kind of stuck in your mindset. You have that dream and inspiration that there's another way, and you start moving in that direction. Networking with people you associate with is the best way to be introduced to a new perspective. Dr. Phelps shares that where ever you are, you know somebody in some circles you run in. Start asking about how they learn and what their resources are. Be willing to step out of your cave in your current business, and reach out and start finding those people because the inspiration for living the life you want to live comes from seeing other people who have actually done it. Dr. Phelps is a huge fan of knowing his numbers. He explains in this episode that until we know we have certainty by the numbers, then we're too afraid to make a change, and we keep doing what we're doing, and that's just a life of just ongoing routine which will make people kind of desperate to make a change somewhere down the line. Are you ready to learn more? Listen to this informative episode and let us know your thoughts.   Website: www.DoctorPhelps.com Facebook: https://www.facebook.com/drdphelps Youtube: https://www.youtube.com/user/drdphelps Podcast: dentistfreedomblueprint.com Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary Profit First is a lifetime process of growth. Realize that every little step is progress. Ronit Enos is a firm believer that one cannot do things alone. She's a big believer in mentorship, coaching, and training. Ronit read books, hired consultants and coaches, and did everything that helped her a lot in the process with her business. But, no matter what she did, she never felt like she was bringing enough paycheck, and that's when she knew there was something she wasn't doing. She decided to look around and see what other businesses are doing to be profitable. Ronit noticed that other businesses are running cash flow in a different way. She brought Profit First into her business and implemented it and everything changed in just three months. They knew how to make money in their industry but didn't know how to manage the money to work for them. That's when Ronit learned that there's a simple way to do and understand things. She doesn't have to be a genius with numbers, she just needs to get over the fear. She started testing the Profit First concept and started moving money where she saw incremental growth. In this episode, Ronit also shares how she enhanced the Profit First framework for the salon industry and tells us more about her book, Profit First for Salons.   Website: ronitenos.com profitfirstsalons.com/book Facebook: facebook.com/ronit.enos Instagram: instagram.com/ronit.enos Corporate Partner: People Process – https://peopleprocesses.com/

Show Summary Never let shame get in the way of asking for help and starting over when you experience failures, losses, and defeats. In this episode, Tara Newman shares why business owners stay silent about the dark part of their businesses and how come no one seems to talk about it. Tara believes that having trials and challenges in your business is a learning moment. The lessons from her experiences are what she has been sharing with her clients. She shares her real story and does not let shame get in the way. When you're down, you have to see the silver lining and the good in the bad. "Optimism is the only mindset of any value."   Instagram: @thetaranewman   Corporate Partner: People Process - https://peopleprocesses.com/

Show Summary Katie and Karrie went from having a side business to a successful full-time accounting and consulting business. In this episode, Katie and Karrie share how they met and started their business together. They both have a clear vision of what they want to make, which is one of the indicators they considered in determining that it's time to quit their full-time jobs and go all in with their business. They ensure that the clients they take in are in line with their values. They want to help people and serve people, and they want to take in members who want to do the same. Their vision of who they want to work with has been evolving. Over the years, Katie and Karrie have been diving down to figure out what their niche is and who to market to. Now, they offer to target Millennial Entrepreneurs, and they are honing in an industry-specific niche. They changed their marketing strategies to a more personal approach, and it has been a game changer in their business since. Katie and Karrie also talk about the systems they put in place for making the marketing change they've been doing, which has had a greatly positive impact on their business. Profit First has been very significant to their business and the businesses of their clients, and they are going to share exactly how right here, right now.   Website: evermorefinancialservices.com   Corporate Partner: People Process - https://peopleprocesses.com/

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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