Grow My Accounting Practice | Tips For Accountants & Bookkeepers To Grow Their Business

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

Show Summary: Best-selling author and speaker Bob Burg joins us on this week’s episode of Grow My Accounting Practice to unpack the powerful concept of Genuine Influence — the kind that builds trust, fosters strong relationships, and leads to real results without manipulation. Bob shares the difference between influence and manipulation, walks us through the Five Principles of Genuine Influence, and even reveals the Eight Key Words that can inspire almost anyone to take action. We also explore why he doesn’t believe in “compromise” — and what to aim for instead. Whether you’re leading a team, working with clients, or growing your accounting firm, this episode will help you become a more persuasive, impactful, and ethical influencer.   Website: https://burg.com/ Daily Impact Email:  https://burg.com/daily-impact/ The Go-Giver Success Vault: https://thegogiveracademy.com/   Corporate Partner:Impressia Bank - https://impressiabank.bank/   Profit First App Version 2.0 is here!  More Education.

Show Summary: In this episode of Grow My Accounting Practice, we sit down with Ross Loveland, Founder & CEO of True Profit Salons, to talk about what it really takes to scale an accounting practice and evolve your services. Ross shares the early steps of building his practice, the lessons learned from choosing (and changing) a niche, and how a failed revenue stream taught him resilience and clarity. He dives into the power of strategic partnerships, adding tax services to a bookkeeping foundation, and why niching down can be a growth superpower. Now leading a team and stepping away from direct client work, Ross opens up about what it means to shift from technician to true business owner—and how you can do the same.   Website: https://trueprofitsalons.com/ Instagram:  https://www.instagram.com/trueprofitsalons/ YouTube: https://www.youtube.com/@TrueProfitSalons   Corporate Partner:Impressia Bank - https://impressiabank.bank/   Profit First App Version 2.0 is here!  More Education. More F

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

Show Summary: In this episode of Grow My Accounting Practice, we’re joined by Edward Brooks to unpack “The 5 Reasons Stopping CPA Firms From Adding Millions in Revenue, Value, and Wealth.” Edward shines a light on why, even in a booming market, most CPA firms are leaving massive growth opportunities on the table. He challenges firm owners to take a hard look at the habits, assumptions, and blind spots that are holding them back from unlocking serious financial potential. Edward takes us deeper into why many CPA firms live with business risks they would never accept for their clients, and how this disconnect could be stalling progress. We explore the persistent talent shortage in the industry—not just why it exists, but what firms should be doing to address it. Plus, we tackle the elephant in the room: marketing. Why are so many firms still ignoring it, and what could change if they embraced it? Looking ahead to 2025, Edward outlines actionable strategies that any CPA firm can use to fuel mass

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

Show Summary: In today’s episode of Grow My Accounting Practice, we're joined by business coach and Profit First Master, Marcus Kroek, for a powerful conversation around leadership, client relationships, and personal growth. Marcus introduces the concept of "Start with 'I'", a framework inspired by Maslow’s Hierarchy of Needs, focused on employee engagement and self-awareness in leadership. This episode dives into how truly effective teams begin with leaders who understand and meet their own foundational needs before inspiring others—tying in beautifully with themes from the book All In and our previous discussion with Danielle Mulvey. We also explore how accountants and bookkeepers can boost their sales success and client value by asking deeper, more insightful questions—getting to the problem behind the problem. This approach not only helps attract better-fit clients but also transforms existing relationships by positioning you as a trusted advisor rather than just a service provider. If yo

Show Summary: In this episode of the Grow My Accounting Practice podcast, Mike Milan, also known as Cash Flow Mike, shares powerful insights on transforming client interactions. He introduces the philosophy behind his book Don’t T.E.L.L. Me What to Do!, explaining the acronym T.E.L.L. (Terminate Every Long Lecture), and why shifting from directive advice to client-led conversations leads to stronger relationships and better outcomes. Mike also bridges this concept with The Elevation Sequence, highlighting how its eight techniques—such as The Mirror Moment and The Nudge Pact—help business advisors build trust, engage clients proactively, and drive meaningful action. Through real-world examples, Mike showcases how applying these strategies has led to breakthroughs in advisory conversations, emphasizing the power of letting clients speak 70% of the time. He wraps up with effective takeaways, encouraging listeners to implement active listening techniques, foster client-led dialogue, and test key principles fr

Show Summary: On today’s episode of the Grow My Accounting Practice Podcast, we welcome Charlie Price, CPA, to discuss Advisory Offer Creation & Premium Client Attraction. Charlie shares expert insights on how accountants can effectively communicate the value of their services, package their advisory offers, and attract premium clients. He also dives into the debate on niching vs. generalization, the difference between selling holistically vs. selling deliverables, and the biggest sales process mistakes that could be costing you revenue. If you're looking to elevate your accounting practice and close higher-value engagements, this is an episode you won’t want to miss! Tune in now!   Facebook Community:www.facebook.com/groups/marketingaccountants Website:www.cardinalthrive.com/high-profit   Corporate Partner:People Processes: https://peopleprocesses.com/   Make Your Business Permanently Profitable with the PROFIT FIRST APP!

Show Summary: On today’s episode of Grow My Accounting Practice (GMAP), we welcome Ron Baker, renowned thought leader, author, and co-host of The Soul of Enterprise, to discuss the shift from the service and experience economy to the Transformation Economy. Ron explains what a transformation truly is and why accountants should focus on delivering transformational outcomes rather than just services. He also explores the most innovative question surrounding the business model, challenging traditional approaches to firm growth. Additionally, he delves into the crucial distinction between the Revenue Model and the Pricing Model, highlighting why understanding this difference can set firms apart. If you’re ready to rethink how you operate and position yourself at the forefront of this economic shift, don’t miss this insightful conversation. Listen now!   Website:https://www.thesoulofenterprise.com https://timesupclub.com X: @ronaldbaker LinkedIn: https://www.linkedin.com/in/ronbaker1   Corporate Partner:Fl

Show Summary: On this episode of Grow My Accounting Practice, we sit down with Eric Eager, CEO and Co-Founder of 4impactdata, to explore how AI and practical experience can help business owners navigate growth and avoid common pitfalls. Eric shares his personal journey—what he calls being an "entrepreneurial idiot"—and the key lessons he’s learned from scaling businesses successfully. He breaks down the five stages of business growth, uncovering why so many businesses fail and how understanding these stages can help entrepreneurs avoid the same fate. Eric also reveals a fascinating insight: there have only ever been three fundamental business models throughout history. With the rise of AI and data-driven decision-making, Eric explains how codifying wisdom—combining technology with real-world experience—has made this the best time ever to be an entrepreneur. Finally, he introduces the concept of a "GPS for Business", showing how leaders can change their odds of success, get further faster, and build compan

Show Summary: In this episode of the Grow My Accounting Practice (GMAP) Podcast, we sit down with Bubba Cook, an innovator and entrepreneur with 45 years of experience in accounting, business ownership, and financial management consulting. Bubba shares his expertise on creating diagnostic tools and consulting processes that help optimize cash flow, profitability, and performance for businesses. Rather than writing a book, Bubba advocates for developing Excel-based diagnostic tools that tell a compelling financial story. He explains how these tools can provide deeper insights and guide business decisions more effectively than traditional methods. He also dives into what a comprehensive financial plan should look like and how businesses can use it as a roadmap for long-term success. Bubba emphasizes the importance of beginning with the end in mind and explores how defining clear goals from the start can shape financial and operational strategies. He also shares how watching Joey Coleman’s presentation at Pr

Show Summary: Today marks a major milestone for the Grow My Accounting Practice (GMAP) Podcast—our 500th episode!

Show Summary: In this insightful episode of the Grow My Accounting Practice podcast, we welcome Roger Knecht, president of Universal Accounting Center (UAC), to discuss the evolving role of accountants and the growing demand for CFO and advisory services. Roger breaks down the key differences between CFO services, advisory services, and coaching, helping accounting professionals understand how they can expand their offerings and increase their value to clients. He also shares how Profit First seamlessly integrates into business engagements, providing a solid foundation for financial clarity and profitability. Many accountants hesitate to step into advisory roles—Roger uncovers the common roadblocks and misconceptions that hold professionals back. He also highlights how UAC equips accountants with the training, tools, and confidence they need to offer high-quality advisory and coaching services. Tune in to learn how you can elevate your accounting practice, provide greater value to clients, and unlock new

Show Summary: In this episode of the Grow My Accounting Practice Podcast, we welcome Bernadette McClelland, a globally recognized leadership expert, speaker, and author, to explore the power of Courage, Conviction, and Choice in business and life. Bernadette shares how true resilience goes beyond just bouncing back—it requires disruptive leadership, self-worth, and the ability to own your value. She discusses why congruence between mindset, actions, and pricing is essential for success and how standing firm in your worth can transform your business and leadership style. Drawing from her own experience of overcoming bankruptcy and rebuilding from the ground up, Bernadette provides actionable insights on how to lead with courage and conviction, make bold choices, and disrupt the status quo in your industry. Tune in to gain powerful strategies on stepping into your leadership potential and ensuring that resilience is more than just survival—it’s about thriving.   Website:bernadettemcclelland.com/scale LinkedIn:h

Show Summary: In this episode of Grow My Accounting Practice, Yoseph West, Co-Founder & CEO of Relay, joins the show to discuss how accountants, bookkeepers, and business coaches can leverage digital banking to provide their SMB clients with greater cash flow clarity. Yoseph highlights why real-time cash flow visibility is crucial for small business owners, enabling them to make informed financial decisions and avoid common pitfalls. He also explores how professionals can use platforms like Relay to strengthen trust and build deeper relationships with their clients. Yoseph shares why digital banking solutions should be on every accountant’s radar and how Relay, in particular, is designed to support financial professionals. He outlines key benefits such as seamless integrations, automated financial workflows, and enhanced collaboration between business owners and their advisors. Plus, he unveils new data on the cash flow challenges facing U.S. small businesses today, shedding light on how accountants a

Show Summary: In this episode of Grow My Accounting Practice, Laurence Whittam joins the show to discuss the essential steps firms should take before diving into outsourcing. He highlights the importance of conducting an outsourcing readiness assessment to ensure firms are fully prepared for the transition. Laurence explores key considerations, such as evaluating internal workflows, defining clear objectives, and understanding the different staffing models available, including outsourcing, offshoring, and nearshoring. By assessing their firm’s specific needs, accounting professionals can make informed decisions that align with their long-term goals. Laurence also sheds light on common pitfalls firms encounter when outsourcing, such as unclear expectations, poor communication, and lack of integration with existing processes. He shares best practices to help firms mitigate these challenges, including setting clear KPIs, establishing strong vendor relationships, and maintaining compliance with industry regul

Show Summary: In this episode of the Grow My Accounting Practice Podcast, we are joined by Mary Kate Loftus, President of Impressia Bank, and Robin Mink, a founding member of its Steering Committee, to discuss the exciting ways Impressia Bank is redefining banking for business owners—especially women entrepreneurs. A newly established digital division of CNB Bank, Impressia Bank offers full-service banking products for both personal and business needs while focusing on innovative solutions to support Profit First Professionals (PFP) and their clients. The discussion highlights how Profit First Professional Erin Green (Trinity Growth Advisors) played a key role in educating the Impressia team about the Profit First cash management methodology. This inspired the development of a Profit First account package, tailored to help entrepreneurs implement and streamline their cash flow allocations. Additionally, Impressia Bank introduced a Multi-Transfer Percentage Tool within their eBanking system to simplify PF

Show Summary: In this episode of the Grow My Accounting Practice podcast, Debbie Deknight, founder of Right Way Profits and Bookkeeping and a Profit First Master Certified Coach, dives deep into the true meaning of profitability and why it’s more critical than most business owners realize. She starts by challenging the common perception of profitability as a mere number on a P&L statement. Debbie explains that profitability goes beyond accounting figures and impacts every facet of a business, from daily operations to long-term sustainability. Debbie explores how low profitability can quietly undermine a business’s future. She emphasizes the ripple effects profitability has on key stakeholders, including employees, clients, and even the owner's family. With thought-provoking insights, Debbie discusses why profitability is not just about survival but about thriving—especially for those planning to sell their business or pass it on to the next generation. She shares advice on how to evaluate and strength

Show Summary: In this episode of Grow My Accounting Practice, Danielle Mulvey shares her 5-Star Employee Hiring System™, a proven method to recruit, hire, and retain top-tier talent. Learn how to identify the right candidates, avoid costly hiring mistakes, and build a dream team that drives profitability and success. If you're ready to transform your hiring process and create a team that works better than you could alone, this episode is a must-listen!   Website:www.hairisonfire.com www.profitfirstnation.com Corporate Partner:Relay - www.relayfi.com   Make Your Business Permanently Profitable with the PROFIT FIRST APP!