Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
Mike Michalowicz
A show dedicated to accountants and bookkeepers who are looking
to grow their practice. We deep dive into both the theory and the exact steps you need
to grow...
Roger Knecht: Building Confidence and Competence as CFO, Mentor, and Advisor
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 revenue streams through strategic financial guidance! 🎧 Listen now! LinkedIn: https://www.linkedin.com/in/rogerknecht/ Listen in and enjoy the podcast with Roger: https://universalaccounting.com/building-the-premier-accounting-firm/ Your Strategic Accountant: https://universalbusinessbuilders.com/your-strategic-accounting-landing-page-accountants Your Profit & Growth Expert: https://universalbusinessbuilders.com/your-profit-and-growth-expert-landing-page-accountants Red to Black: https://universalbusinessbuilders.com/freedom-r2b-ebook In the BLACK: https://universalbusinessbuilders.com/freedom-itb-e-book The Turnkey Business Plan for Accounting Professionals: https://universalbusinessbuilders.com/turnkey-process-video-course Corporate Partner:Universal Accounting - https://universalaccounting.com/ Make Your Business Permanently Profitable with the PROFIT FIRST APP!
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37:00
Bernadette McClelland: Courage, Conviction, and Choice
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:https://www.bernadettemcclelland.com/swag/ LinkedIn:https://www.linkedin.com/in/bernadettemcclelland.com Corporate Partner:Your CyberTeam - https://yourcyberteam.com/ Make Your Business Permanently Profitable with the PROFIT FIRST APP!
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39:16
Yoseph West: How ABCs Can Use Relay to Bring Cash Flow Clarity to Their SMB Clients
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 and bookkeepers can play a pivotal role in addressing these issues. Tune in for valuable insights on optimizing cash flow management and taking your advisory services to the next level! Website:https://relayfi.com/?utm_source=pr&utm_medium=earned-story&utm_campaign=YWTL Corporate Partner:Relayfi - https://relayfi.com/ Make Your Business Permanently Profitable with the PROFIT FIRST APP!
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36:40
Laurence Whittam: Outsourcing Readiness Assessment & Best Practices
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 regulations. Whether you're considering outsourcing for the first time or looking to refine your current approach, this episode offers practical insights to help you make strategic, informed choices for your firm's success. Website:https://impact-global.co/ https://deal.csuiteimpact.com/outsourcing-readiness-assessment-payment LinkedIn:https://www.linkedin.com/in/laurencewhittam/ Corporate Partner:Impact Global Solutions - https://impact-global.co/ Make Your Business Permanently Profitable with the PROFIT FIRST APP!
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38:03
Mary Kate Loftus and Robin Mink: Impressia Bank - Profit First Package
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 allocations and ensure users can effectively follow the methodology. Beyond Profit First, Mary Kate and Robin discuss Impressia Bank’s mission to redefine the client-bank relationship and tackle the gender gap in funding to support and advance women in business. They share how the bank is innovating to provide resources, education, and support to empower female entrepreneurs while ensuring financial clarity and success. Tune in to learn more about how Impressia Bank is reshaping the future of banking for women and Profit First adopters alike! Website: www.impressiabank.bank Corporate Partner:Impressia Bank - https://impressiabank.bank/ Make Your Business Permanently Profitable with the PROFIT FIRST APP!
Acerca de Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
A show dedicated to accountants and bookkeepers who are looking
to grow their practice. We deep dive into both the theory and the exact steps you need
to grow your practice in the way you always dreamed. You will learn marketing, sales,
hiring, management, pricing... everything it takes to scale a practice. The one thing we
don’t talk about are accounting skills. You already have those. What we do is give you
business skills.
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