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

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!

Show Summary: In this episode of the Grow My Accounting Practice podcast, Jeremiah Baker—author of Confessions of a Hacker—reveals how he spent the last 17 years ethically hacking into companies’ networks and web applications to identify vulnerabilities before cybercriminals do. He discusses the most common and damaging cyberattacks targeting individuals and businesses today, from phishing schemes to ransomware, and explains how these threats can cause significant financial and reputational harm if left unaddressed. Jeremiah also outlines practical steps that anyone can take to strengthen their cyber defenses, including recognizing suspicious emails, implementing multi-factor authentication, and updating systems and software regularly. Whether you’re part of a larger firm or a solo practitioner, you’ll learn why proactive cybersecurity is essential for protecting sensitive data, maintaining trust, and staying ahead of rapidly evolving threats. LinkedIn:https://www.linkedin.com/in/jeremiahbaker/ Corporate Pa

Show Summary: In this episode of the Grow My Accounting Practice podcast, Victor Lopez, CEO of FlexPoint, shares the story behind the creation of this groundbreaking payment solution. Drawing from his extensive experience in the financial industry, Victor discusses the unique insights that inspired FlexPoint, the key challenges it solves for small and medium-sized businesses, and how it stands apart from other solutions. He also shares his vision for the future of FlexPoint and its role in transforming the way SMBs manage their finances. Don’t miss this insightful conversation about innovation, efficiency, and the future of financial technology!   Website:www.getflexpoint.com Corporate Partner:FlexPoint - http://www.getflexpoint.com   Make Your Business Permanently Profitable with the PROFIT FIRST APP!

Show Summary: In this episode of the Grow My Accounting Practice Podcast, Cara Moeller Poppitt, a top-tier entrepreneur and leadership coach, shares her transformative insights on bridging the gap between mindset and business goals. Cara explains why most professionals fail to achieve the results they desire—because their mindset is misaligned with their ambitions. She challenges the traditional confidence model, showing how waiting for confidence keeps you stuck in hesitation and missed opportunities. Instead, Cara emphasizes that confidence is built through action. Feeling stuck? Cara reframes it as a sign that you’re on the brink of significant transformation. Listeners will gain actionable insights from Cara’s Cycle of Change Model, a groundbreaking framework that redefines personal and professional growth. She also teases her upcoming book, Big Freakin' Change, set to release on June 17, 2025, and now available for pre-order on Amazon. This episode is packed with wisdom and practical tools to help yo

Show Summary: In this episode of the Grow My Accounting Practice Podcast, Jason Petro and Richard Maxwell take us behind the scenes of the Profit First App. They share insights into how this powerful tool simplifies cash management and helps businesses implement the Profit First methodology seamlessly. Jason and Richard discuss the app's features, including its intuitive design, real-time tracking capabilities, and how it empowers users to take control of their finances. They also explore the journey of developing the app and its role in transforming how entrepreneurs manage money and achieve profitability. Whether you're new to Profit First or a seasoned practitioner, this episode is packed with valuable tips on leveraging technology to grow your business. Tune in to learn how the Profit First App can make a difference in your financial strategy.   Website: https://profitfirstapp.com Corporate Partner:Flex Point - www.getflexpoint.com   Make Your Business Permanently Profitable with the PROFIT FIRST APP

Show Summary: In this episode of the Grow My Accounting Practice podcast, Tim Moy, Managing Partner of MBE CPAs, shares valuable insights on Future-Proofing Your Accounting Practice. With the accounting industry undergoing rapid changes in technology, regulations, and client expectations, Tim discusses how firms can adapt their business models, embrace innovation, and build a culture of continuous learning. From implementing cutting-edge tech solutions to enhancing efficiency and staying competitive, Tim provides practical strategies to ensure long-term resilience and success. Don't miss this essential conversation for accounting professionals ready to thrive in a fast-evolving industry.   LinkedIn: https://www.linkedin.com/in/timmoycpa/   Corporate Partner:People Processes - http://www.peopleprocesses.com/   Make Your Business Permanently Profitable with the PROFIT FIRST APP!

Show Summary: In this episode of the Grow My Accounting Practice Podcast, Seth Norris, CPA and former CFO, brings a unique perspective on applying Profit First principles to creative businesses and beyond. Seth dives into the key differences between independent creators and those tied to publishers, the cash flow struggles of seasonal businesses, and the importance of aligning financial goals with personal dreams. He also shares how his personal experiences shaped his journey, including balancing work and family life as a father of five and transitioning from banking to running his virtual CPA practice full-time. Seth's insights highlight the transformative power of strategic planning, intentional work-life integration, and empowering clients to achieve financial independence. Don't miss this inspiring discussion filled with actionable advice for accountants and business owners alike!   Website:norriscpafirm.com Instagram:instagram.com/norriscpa Facebook:facebook.com/norriscpafirm   Corporate Partner:Rela

Show Summary: In this episode of the Grow My Accounting Practice Podcast, Nate Hendrikse of Navigator Bookkeeping shares insights on the power of niching down, specifically within mental health practices. Nate discusses his effective two-call sales process and his journey to becoming ready for Profit For Professionals, highlighting the importance of timing and focus in business growth.   LinkedIn:https://www.linkedin.com/in/natehendrikse/   Corporate Partner:Miles Talent Hub - www.mileseducation.com   Make Your Business Permanently Profitable with the PROFIT FIRST APP!