Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

What if your next opportunity for growth is already sitting inside your business? In this episode of GMAP Guide Chats, Profit First Professionals Guides Erin Moger and Liz Szporn explore how accounting and bookkeeping firm owners can leverage the trust, relationships, and reputation they've already built to expand their impact without starting from scratch. They discuss how to introduce new services without alienating existing clients, why moving from one-on-one advisory to group offerings can create more capacity, and what financial professionals can learn from the marketing strategies of successful consumer brands. Erin and Liz also dig into the power of authentic storytelling, showing clients the transformation your services create, and building a client journey that makes people excited to work with your firm. Whether you're considering a new advisory offering, looking to reach a wider audience, or simply ready for your firm to evolve, this conversation is a reminder that you don't have to apologize for growing. You just have to help your clients see where you're going and why it matters to them. Corporate Partner: BILL. - http://bill.com/grow

AI is here to stay, but is your firm actually set up to use it effectively? In this episode of GMAP Guide Chats, Profit First Professionals Guides Erin Moger and Liz Szporn explore how accounting and bookkeeping firm owners can move beyond casually experimenting with AI and start making it a meaningful part of their operations. They break down the importance of building an internal knowledge base, creating rulebooks and playbooks that reflect how your firm operates, and giving AI the context it needs to produce more consistent, useful results. But implementing AI isn't just about choosing the right technology. It's also about giving your team permission to experiment, helping employees see AI as an opportunity rather than a threat, and establishing clear expectations and checks and balances so quality doesn't suffer along the way. Whether you're just getting started or already using AI in your firm, Erin and Liz share practical ways to build systems that support your team, protect your standards, and create more capacity for the work that matters. Corporate Partner: BILL. - http://bill.com/grow

What happens when you're the only person in your firm who can make the sale? In the first episode of GMAP Guide Chats, Profit First Professionals Guides Erin Moger and Liz Szporn tackle a problem they see all the time: firm owners who know they need to get out of the middle of every sales conversation, but don't know how to hand that responsibility to someone else without watching results suffer. They break down how to turn the sales process that currently lives in your head into something your team can actually follow, why documenting a few real sales conversations is a great place to start, and how to identify someone on your team who might be ready to step into sales. They also dig into qualifying inbound leads, creating simple levels of responsibility, giving your team room to learn, and one very simple test for whether you've become the bottleneck: Can your firm still make a sale while you're on vacation? If sales stop when you step away, this conversation is for you.   Corporate Partner: BILL. - http://bill.com/grow

In this episode of the Grow My Accounting Practice podcast, Ron and Liz sit down with Jason Snider to discuss the realities of managing remote and hybrid teams in today's accounting profession. As more firms embrace flexible work environments, Jason shares practical insights from his experience leading and growing a distributed team while maintaining strong client service, accountability, and company culture. Throughout the conversation, Jason explains that successful remote management goes far beyond simply allowing employees to work from home. He emphasizes the importance of creating intentional systems, clear expectations, and consistent communication practices that keep team members aligned and engaged. Rather than focusing on micromanagement, he encourages firm owners to build trust and accountability into their processes so employees can thrive independently while still feeling connected to the larger mission of the firm. The discussion also explores the unique challenges firm owners face when balancing flexibility with performance. Jason talks about how leadership styles must evolve in a hybrid environment, especially when it comes to collaboration, employee development, and maintaining culture across geographically dispersed teams. The group dives into how firms can avoid common pitfalls like isolation, lack of communication, and inconsistent workflows by creating more structure and clarity around team operations. In addition, Jason shares how remote and hybrid models can actually become a competitive advantage for firms looking to recruit and retain top talent. By offering flexibility while still maintaining high standards and strong systems, firms can create a healthier work environment that benefits both employees and clients alike. If you're navigating remote work, managing a hybrid team, or looking to build a more scalable and resilient accounting firm, this episode provides practical guidance on how to lead effectively in a modern workplace while keeping your team connected, productive, and engaged. Jason's LinkedIn:https://www.linkedin.com/in/thejasonsnider/ Corporate Partner:Michelle Weinstein, The Abundant Accountant Profit First App Version 2.0 is here!More Education. More Functionality. More Profit!

In this episode of the Grow My Accounting Practice podcast, Mike and the team sit down with Laura Shwaluk to explore the evolving role of accountants and bookkeepers as they move beyond compliance work into more strategic, advisory-driven relationships with their clients. The conversation centers on what it really takes to step into a higher-value role and how professionals can position themselves as trusted partners rather than just service providers. Laura shares insights on the importance of building strong client relationships rooted in trust, communication, and consistency. She emphasizes that clients are no longer looking for just accurate numbers—they want guidance, clarity, and confidence in their financial decisions. By shifting from reactive work to proactive conversations, accountants can deepen their impact and become an integral part of their clients' success. Throughout the discussion, the group addresses one of the biggest challenges professionals face: confidently pricing and delivering advisory services. Laura highlights the mindset shift required to move away from hourly billing and toward value-based pricing, encouraging firm owners to recognize the true impact of their work and charge accordingly. She also touches on the internal barriers—like fear and self-doubt—that often hold people back from making this transition. The episode also explores the importance of systems and structure in scaling an advisory-focused firm. From standardizing processes to creating repeatable client experiences, Laura explains how having the right foundation in place allows firms to grow without becoming overwhelmed. If you're an accountant, bookkeeper, or financial professional looking to elevate your role, increase profitability, and build deeper client relationships, this episode offers practical insights and encouragement to help you confidently step into advisory and grow your practice with intention. Website:https://www.bbmmusa.com/ Laura's LinkedIn:http://www.linkedin.com/in/dr-laura-shwaluk-23446373 Jerry's LinkedIn: https://www.linkedin.com/in/jerrykezhaya/ Corporate Partner: BILL. - bill.com/grow Profit First App Version 2.0 is here!More Education. More Functionality. More Profit!