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

Show Summary: In this episode, Wayne Foreman shares his powerful journey from launching CDF with almost no capital to scaling it into a family of five successful companies with more than 150 team members. He opens up about the role faith played in his entrepreneurial path — including the prayer that shifted everything — and how trusting God through both challenges and victories shaped his business decisions. Wayne also explains how discovering Profit First transformed the way he operated, giving him clarity, stability, and true profit freedom. He dives into his coaching framework, 3PX, which focuses on People, Profit, Process, and the all-important X factor: user and customer experience. Listeners will hear how 3PX Coaching and the 3PX Podcast are helping business owners build stronger, more efficient, and more purpose-driven companies. Website:www.foreword.comwww.3pxcoaching.com   Corporate Partner:Kick - https://www.kick.co/ Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

Show Summary: In this special episode of the Grow My Accounting Practice Podcast, hosts Ron Saharyan, Liz Szporn, and Mike Michalowicz take listeners behind the scenes of ProfitCON 2025, the exclusive annual gathering for Profit First Professionals. They explore this year's theme, "In Plain Sight," uncovering how profit, purpose, and potential are often right in front of us. The team shares highlights from standout speakers, powerful sessions, and moments that inspired connection and growth within the community. Listeners will hear practical insights on pricing, efficiency, and mindset shifts that members can apply immediately—plus inspiring success stories from firms that have transformed through Profit First. The hosts also share what's next for the community and how to keep the momentum going beyond the event.   Website:https://profitfirstprofessionals.com/ Facebook:https://www.facebook.com/ProfitFirstProfessionals/ Instagram:https://www.instagram.com/proud_to_be_profitable/ LinkedIn:https://www.linkedin.com/company/profit-first-professionals/ TikTok:https://www.tiktok.com/@profitfirstpros YouTube:https://www.youtube.com/@ProfitFirstProfessionalsInc.   Corporate Partner:Bill.com - https://www.bill.com/grow Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

Show Summary: In this episode of the Grow My Accounting Practice Podcast, Mark Perlberg, founder of Prosperl CPA, joins the show to discuss how accounting professionals can elevate their services through proactive tax planning. Based in Atlanta, Georgia, Mark specializes in advanced tax-reduction strategies for high-income real estate investors and entrepreneurs across the U.S. He shares his insights on what it takes to build a team capable of delivering high-value tax planning rather than simply filing returns, emphasizing structure, communication, and the right mindset for firm growth. Mark dives into several key tax strategies that accountants can use to better serve their clients, including the importance of capturing "use it or lose it" deductions before they expire, creative approaches for high-earning W-2 clients, and how to leverage solar tax incentives to help clients save while investing in renewable energy. His perspective challenges traditional thinking and offers practical ways to identify opportunities that often go unnoticed in standard compliance work. Throughout the conversation, Mark highlights the power of overcommunication — ensuring clients understand their tax strategy, timelines, and next steps. By leading with transparency and education, he demonstrates how firms can build stronger relationships and deliver measurable results. This episode is packed with actionable insights for accountants ready to move from reactive tax filing to strategic tax planning that creates lasting client impact.   Website:https://www.prosperlcpa.com YouTube:https://www.youtube.com/@markperlbergcpa   Corporate Partner:Bill.com - https://www.bill.com/grow Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

Show Summary: In this episode of Grow My Accounting Practice, we're joined by Laura A. Shepherd, founder of Momentum BK, My Top Bookkeeper LLC, and MTB Management LLC. Laura shares how the Momentum BK Business Model empowers accounting professionals and business owners alike through its dual-purpose design—streamlining firm operations while enhancing client outcomes. Listeners will discover how the model guides firms from startup to scalable, turning standard operating procedures into strategic assets that drive growth and consistency. Laura also unpacks the Momentum BK Client Service Method, a revenue- and profit-focused framework that creates confidence, capacity, and control for both practitioners and clients. Tune in to learn how to transform your firm's systems and elevate your client service with a model built for sustainable success.   Website:www.momentumbk.com   Corporate Partner:Bill.com - https://www.bill.com/grow Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

Show Summary: In this inspiring episode of the Grow My Accounting Practice podcast, Mike Michalowicz and Ron Saharyan sit down with Rachel Bernier-Green, founder and CEO of the Economic Justice Consortium (EJC), to explore how financial professionals can lead — and thrive in — the social impact revolution. Rachel shares how the booming $715B ESG investment market and the B-Corp movement are creating unprecedented opportunities for accountants, bookkeepers, and advisors who want to align profit with purpose. She reveals how EJC's equity-centered consulting model not only delivers measurable impact but also commands premium pricing and builds deep trust with clients. Listeners will hear real-world stories of purpose-driven businesses that have achieved both profitability and impact with EJC's guidance, and learn how values-aligned service providers gain a competitive advantage through stronger relationships and referral networks. Rachel also introduces B.R.I.D.G.E., EJC's innovative membership program that scales social impact while generating recurring revenue — proving that sustainability and growth can go hand in hand. 🎧 Bonus insight: Rachel shares how working with mission-driven clients has transformed her own sense of personal fulfillment and purpose as a financial professional.   Website:http://www.ejconsortium.com/   Corporate Partner:Bill.com - https://www.bill.com/grow Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

Show Summary: In this episode of the Grow My Accounting Practice podcast, we welcome Marcel Wasserman—strategic business coach, licensed financial planner, and founder of LanternWay. Marcel shares how his greatest reward comes from seeing clients flourish and prosper from the work they do together. With over a decade of experience in financial planning, Marcel has built a business that not only supports his clients' growth but also provides him with a fulfilling lifestyle—one filled with freedom, purpose, and the joy of helping business owners thrive. Tune in to hear his insights on creating a business you truly love, while guiding others toward prosperity. Website:https://lanternway.com/summit TikTok: https://www.tiktok.com/@marcelwasserman   Corporate Partner:Bill.com - https://www.bill.com/grow Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

Show Summary: In this episode, Erika Jones explains how accounting professionals and business owners can identify profit leaks, adjust their pricing and cash flow strategies, and implement a CFO-backed system that makes profitability predictable rather than accidental. She also shares how she combines the Profit First framework with her proprietary Profit Seen™ system to help clients move from guesswork to financial clarity and sustainable growth.   Website:https://sheknowsprofits.com LinkedIn: https://www.linkedin.com/in/erika-jones-cfo-profit-first-professional/ YouTube: https://www.youtube.com/@SheKnowsProfits   Corporate Partner:Bill.com - https://www.bill.com/grow Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

Show Summary: In this episode, we explore the future of accounting in the age of AI and what firms need to do to stay ahead. From the growing risk of transactional work becoming undervalued to the reality that software providers like Intuit and Xero won't be protecting accountants, the conversation gets straight to the point: AI won't replace accountants—but accountants who use AI will replace those who don't. We dive into why effective staff training and leadership are critical, and how firms can unlock big advantages by building their own micro tools and AI agents. Whether you're concerned about disruption or excited about innovation, this episode offers a clear roadmap for embracing AI and future-proofing your practice. LinkedIn:https://www.linkedin.com/in/petermccarroll/   Corporate Partner:Bill.com - https://www.bill.com/grow Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

Show Summary: In this episode, we dive into a new book by Kayla Caldwell, Profit First Professional, founder of KC Virtual Bookkeeping, and creator of the PEACE framework. The PEACE Strategy combines the practical money management principles of Profit First with intuitive strategy and nervous system-aware business design. Built around five pillars—Profit, Energy, Alignment, Capacity, and Ease—this framework helps women entrepreneurs move beyond burnout and financial overwhelm to build businesses that truly support their lives. Kayla shares how baby steps toward Profit, clarity around energy drains and fuels, alignment with dream clients, working within true capacity, and designing systems for ease all come together to create sustainable, profitable businesses. For women balancing a lot while building what matters, The PEACE Strategy offers both a compassionate guide and a clear path to financial clarity, boundaries, and peace. Website:https://kcvirtualbookkeeping.myflodesk.com/quicklinks LinkedIn:linkedin.com/in/caldwellkayla Instagram: instagram.com/kcvbookkeeping Corporate Partner:Impact Global Solutions - mailto:lwhittam@csuiteimpact.com Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

Show Summary: In this episode, we sit down with Paige Wiese, Founder and CEO of Tree Ring Digital, to explore how finance professionals can leverage marketing to establish authority, attract the right clients, and scale with confidence. Paige discusses why accounting firms should embrace marketing or partner with experts like her to accelerate growth, and she shares strategies for building and distributing content that positions professionals as trusted leaders in their field. She also explains how AI can be used to streamline content creation, the role SEO plays in ensuring content reaches the right audience, and how growing practices can effectively manage and expand their content distribution. Packed with actionable insights, this conversation is a must-listen for any finance professional looking to strengthen their brand and stand out in a competitive market.   Website:https://www.treeringdigital.com/ http://treeringdigital.com/profitfirst LinkedIn:https://www.linkedin.com/in/paigewiese/ https://www.linkedin.com/company/treeringdigital/posts/?feedView=all Facebook:https://www.facebook.com/TreeRingDigital/ Instagram: https://www.instagram.com/treeringdigital/ YouTube:https://www.youtube.com/@treeringdigital Corporate Partner:Your Cyber Team - https://yourcyberteam.com/ Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

Show Summary: In this episode of Grow My Accounting Practice, we welcome Ian Vacin, co-founder of Karbon and co-author of the upcoming book Scale with Purpose: The Service Entrepreneur's Guide to Intentional Growth, written with Jason Blumer. Together, they've drawn from over 25 years of experience advising, consulting, and mentoring service firm owners to create a practical roadmap for entrepreneurs who want to grow their businesses intentionally—not accidentally. Ian discusses why scaling a service-based business is about far more than just growth in numbers. He shares insights from the book, including how to optimize human capital, plan across different time horizons, and address the biggest challenge that keeps owners up at night: capacity. From understanding when your team is overworked or underutilized to navigating structural adjustments at different growth plateaus, Scale with Purpose offers proven tools and case studies that help owners maximize profitability while building sustainable businesses. Whether you're leading a small team or running a firm with dozens of employees, this conversation will give you a clear framework to scale consciously, manage your team effectively, and unlock the true enterprise value of your company.   Website:scalewithpurpose.info karbonhq.com/practice-excellence/ https://karbonhq.typeform.com/leader-survey   Corporate Partner:Miles Talent Hub - http://www.mileseducation.com Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

Show Summary: In this episode of Grow My Accounting Practice, we sit down with Najma Khan, Certified Profit First Professional and founder of Rocket to Profit. Najma shares how implementing Profit First from day one—before she even had consistent income—set the foundation for her business and her clients' success. She walks us through her calm, client-centered approach to introducing Profit First without overwhelming or "selling," and how she reframes the most common resistance: opening multiple bank accounts. Najma also reveals the powerful emotional shift clients experience once they gain financial clarity, moving from stress and uncertainty to confidence and control. Finally, Najma explains why she sees profit as more than just numbers on a balance sheet—it's a tool for contribution. This belief has guided her in helping fund clean water projects in underdeveloped communities, showing that profit can truly change lives.   Website: www.cashflowclarity.com.au/cashflow Instagram:@rockettoprofit LinkedIn: http://linkedin.com/in/najmakhan   Corporate Partner:Pumpkin Plan Your Biz - https://pumpkinplanyourbiz.com/ Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

Show Summary: In this episode of Grow My Accounting Practice, finance insider turned industry disruptor Wallis Tsai reveals how high earners can use life insurance strategically to reduce taxes, protect their wealth, and build long-term financial security. Drawing on her experience as a former Goldman Sachs investment banker and hedge fund investor, Wallis shares a refreshingly transparent, no-BS approach to insurance-based wealth planning that cuts through the jargon and gets straight to what works. From protecting against the financial devastation of a health crisis to understanding why disability insurance is often the most overlooked coverage, Wallis explains how to prevent common and costly mistakes. She also explores why today's long-term care options are better than ever, the critical insurance moves expectant parents should make, and how fiduciaries can identify and avoid bad advice. Whether you're advising clients or managing your own finances, Wallis delivers actionable strategies to help you lead smarter conversations and make confident, well-informed decisions.   Website: https://www.aboveboardfinancial.com/ LinkedIn: https://www.linkedin.com/in/wallis-tsai-31622a1/   Corporate Partner:People Processes - https://peopleprocesses.com/ Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

Show Summary: In today's episode of Grow My Accounting Practice, we're joined by Dana Staszkiewicz—Co-Founder of The Opus & Golds Group and former GM/COO of All Hours Plumbing, Heating, and Air. Dana shares how she helped scale a home service business from $12M to $20M in under three years, leading to a successful sale in 2023. She walks us through what the business looked like when she stepped in versus where it landed at exit, and how her diverse background—from advertising agency leadership to retail management—uniquely shaped her approach. Dana also unpacks the critical role numbers played in driving strategic decisions, how The OG Group partners with businesses through hands-on on-sites and equity participation, and the empowering work she's doing through her two women's leadership groups. If you're looking to scale, optimize, or transition a business—this episode is full of actionable insight. Don't miss it!   Website: https://opusgolds.com Facebook: https://www.facebook.com/share/g/1BaZVcmakY/   Corporate Partner:Relay.Fi - https://relayfi.com/ Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

Show Summary: What if you could tap into your full learning potential—on demand? In this powerful episode of Grow My Accounting Practice, Dr. Sonny Magana, award-winning educator and globally recognized learning expert, shares how learning is not just a skill, but the foundation of all human achievement. Drawing from his groundbreaking research, Dr. Magana introduces us to the concept of "Learning in the Zone"—a state where individuals consistently achieve optimal learning performance. You'll discover how, regardless of how fast or slow we learn, there are proven principles that can accelerate learning for everyone. At the core of this transformation are Dr. Magana's 7 Habits of Meta-Learners—practical, science-backed behaviors that help individuals and teams unlock their highest potential. Whether you're a solo practitioner or leading a team, this episode is packed with insights that can help you create a culture of continuous improvement, personal mastery, and "Zone-ness" in your firm. 🎧 Tune in to learn how to transform your mindset—and your results—through the power of meta-learning.   Website: www.maganaeducation.com LinkedIn: www.linkedin.com/sonnymagana   Corporate Partner:Impressia Bank - https://impressiabank.bank/ Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

Show Summary: In this empowering episode of Grow My Accounting Practice, we're joined by Jen Perez, a Certified Profit First Professional, entrepreneur, and author of "69 Ways Money Is Like Sex." Jen is known for sparking bold conversations that challenge the status quo—and help business owners take back control of their finances and freedom. Jen dives into the three key levers every entrepreneur must master to scale sustainably: people, time, and money. She shares the creative process behind her book and how powerful analogies can help entrepreneurs finally get out of their own way—financially and emotionally. We also explore why financial success isn't just about profit—it's about designing a business that supports the life you actually want. Jen opens up about the most common mistakes she sees with Profit First implementations, and how to tailor the system to work with your brain and lifestyle, not against it. Plus, she shares how she built a six-figure business through relationship-based marketing and consistent, in-person networking—no burnout required. This episode is a must-listen for financial professionals and business owners who want real growth without shame, spreadsheets, or stress. 🎧 Tune in now!   Website: TheJenPerez.com LinkedIn: https://www.linkedin.com/company/thespicyceo Facebook: https://www.facebook.com/thespicyceo Instagram:https://www.instagram.com/thespicyceoco Free Gift: (Spicy CEO Checklist - 10 Profit-Killing Habits to Break Before You Burn Out) https://thejenperez.com/checklist Book Interest: https://69waysmoneyislikesex.com   Corporate Partner:FlexPoint - http://www.getflexpoint.com Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

Show Summary: In this episode of Grow My Accounting Practice, Michelle Weinstein, founder of The Abundant Accountant, dives into the crucial topics of sales, pricing, and client qualification for accounting firm owners. Michelle shares insights on how to recognize if you're undercharging—and the long-term consequences of doing so, including burnout, client resentment, and stalled growth. She introduces the concept of optimal capacity, helping firm owners understand how to reduce their workload without sacrificing revenue. Michelle also explains how to strategically increase revenue with less stress, preparing your firm for greater profitability and a potential future sale at a high multiple. The conversation explores the most common mistakes accountants make when raising fees, and what to do instead to boost client buy-in and value perception. Plus, Michelle clarifies the important distinction between sales and marketing, offering actionable advice on how to strengthen both. This episode is a must-listen for firm owners ready to shift from survival mode to sustainable success.   The Abundant Accountant Podcast:  https://apple.co/2zMKpgz Facebook:thepitchqueen Instagram:@thepitchqueen Twitter:@thepitchqueen LinkedIn:https://www.linkedin.com/in/michelleweinstein/   Corporate Partner:The Abundant Accountant - https://theabundantaccountant.com/ Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

Show Summary: In this episode of the Grow My Accounting Practice podcast, we're joined by Barrie Cohen, Founder and CEO of BCPR, to explore how public relations can be a powerful tool for financial professionals. Barrie breaks down what PR really is—and why it's more important than ever for finance experts to build authority, gain visibility, and stand out in a competitive industry. She shares when and how financial professionals should begin investing in PR, the strategic value it brings, and practical tips for using it to attract the right clients. Barrie also dives into how to stay relevant in a fast-moving, saturated space and highlights the best media platforms and outlets for financial experts looking to strengthen their presence and credibility. Whether you're new to PR or ready to take your visibility to the next level, this episode is filled with insights you can put to use right away.   Website:https://bcpublicrelations.com/ Facebook:https://www.facebook.com/barriecohenpr Instagram:https://www.instagram.com/barriecohenpr/ LinkedIn:https://www.linkedin.com/in/barrie-cohenpr/ Corporate Partner:Miles Talent Hub. - www.mileseducation.com Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

Show Summary: In this episode of the Grow My Accounting Practice podcast, Kristin Meador, CPA and founder of Gradient Accounting, shares how she successfully runs her growing firm while traveling the world as a digital nomad. Kristin breaks down what it truly means to live and work as a digital nomad—and why this lifestyle is becoming more common among firm owners. She offers her top tips for managing a firm on the move, including the importance of choosing the right niche and building a client base that aligns with your values and lifestyle. Kristin also explains how implementing Profit First has helped her step away from the daily grind and operate more strategically. Plus, she introduces her proprietary Freedom Formula, a framework designed to help both her and her clients achieve Sales Freedom, Calendar Freedom, and Profit Freedom. Website:https://gradientaccounting.com/ Instagram:https://www.instagram.com/gradientaccounting/ LinkedIn:https://www.linkedin.com/in/kristin-disbrow-meador-cpa-3aba8b76/ Corporate Partner:Cashflow Mike - http://www.cashflowmike.com/ Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

Show Summary: On this episode of the Grow My Accounting Practice podcast, Geoff Woods, author of The AI-Driven Leader and founder of AI Leadership, joins us to explore how leaders can effectively harness the power of AI to drive smarter, faster decision-making. Geoff shares his personal journey into the world of AI and breaks down why, despite knowing AI is the future, many leaders feel stuck when it comes to getting started. He explains how technology doesn't just change jobs — it reshapes which skills are valued and how processes are executed. Geoff emphasizes that it's not the tools, but the leaders who use them, that ultimately determine the impact on an organization. He also highlights a common pitfall: most professionals are using generative AI for minor, tactical tasks rather than for strategic initiatives that truly move the needle. This episode is a must-listen for anyone ready to shift from overwhelm to innovation and unlock the real potential of AI in their firm.   Website: aileadership.com aileadership.com/start Corporate Partner:Universal Accounting - https://universalaccounting.com/ Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!