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

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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Tara Newman: Dark Part of Business

Show Summary Never let shame get in the way of asking for help and starting over when you experience failures, losses, and defeats. In this episode, Tara Newman shares why business owners stay silent about the dark part of their businesses and how come no one seems to talk about it. Tara believes that having trials and challenges in your business is a learning moment. The lessons from her experiences are what she has been sharing with her clients. She shares her real story and does not let shame get in the way. When you're down, you have to see the silver lining and the good in the bad. "Optimism is the only mindset of any value." Instagram: @thetaranewman Corporate Partner: People Process - https://peopleprocesses.com/


28 Jul 2022

Rank #1

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Karrie Jackson and Katie Robinette: How to Market When Identifying Your Niche

Show Summary Katie and Karrie went from having a side business to a successful full-time accounting and consulting business. In this episode, Katie and Karrie share how they met and started their business together. They both have a clear vision of what they want to make, which is one of the indicators they considered in determining that it's time to quit their full-time jobs and go all in with their business. They ensure that the clients they take in are in line with their values. They want to help people and serve people, and they want to take in members who want to do the same. Their vision of who they want to work with has been evolving. Over the years, Katie and Karrie have been diving down to figure out what their niche is and who to market to. Now, they offer to target Millennial Entrepreneurs, and they are honing in an industry-specific niche. They changed their marketing strategies to a more personal approach, and it has been a game changer in their business since. Katie and Karrie also talk about the systems they put in place for making the marketing change they've been doing, which has had a greatly positive impact on their business. Profit First has been very significant to their business and the businesses of their clients, and they are going to share exactly how right here, right now. Website: evermorefinancialservices.com Corporate Partner: People Process - https://peopleprocesses.com/


21 Jul 2022

Rank #2

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Aaron Walker: Eradication of Isolation

Show Summary We need success, but let's not forget significance. Aaron has been on this two-decade journey in Mastermind with not only success but great significance pouring into the lives of other people. Aaron is on a very important mission to eradicate isolation. Going through this pandemic, really isolated everybody. But, even before that, we were alone. And so, he is trying to help us understand that we need to have trusted advisers. We need people in our corner to give us perspective, resources, and encouragement. Aaron is on a quest to help transform the lives of many people. So many entrepreneurs, both men, and women suffer in isolation. They have fears that hold them back because entrepreneurs are afraid to appear vulnerable and transparent to other people. They are terrified that they might be less knowledgeable in some areas. They don't want to fail. In Mastermind, they encourage entrepreneurs that real strength begins at the intersection of vulnerability and transparency. When they get to this place, they can grow. Entrepreneurs yearn to be a part of a community, but they are afraid because of misguided thoughts of preservation. They want to fit in and belong, but they don't know the next right step to take. Every comment we make in a public forum it's to position ourselves. In status management, if we eradicate what other people think of us, we would be a lot better off positioning in a way that would help the person listening. LinkedIn: https://www.linkedin.com/in/aaronwalkerviewfromthetop/ Twitter: https://twitter.com/vftcoach Facebook: https://www.facebook.com/AaronWalkerVFTT Google +: https://currents.google.com/+AaronWalkerVFTT/posts YouTube: https://www.youtube.com/channel/UCDkwb8Lma3iylfjjBDzsB2A Instagram: https://www.instagram.com/isimastermind/ Corporate Partner: People Process - https://peopleprocesses.com/


14 Jul 2022

Rank #3

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Blake Oliver: Technology Trends Changing The Accounting Profession

Show Summary Get a Continuing Professional Education (CPE) by listening to podcasts! In this episode, Blake Oliver shares how to earn CPE credit by listening to podcasts. They wrap pre-recorded content in a course that complies with the requirements of NASBA. Listeners can download the Earmark app, listen to the episode, and then take a multiple-choice quiz based on what they learned from the podcast episode to verify that they listened, and a certificate will be sent to them. To meet the qualitative standard for CPE, Blake discusses what it has to improve. He stresses that professional competency doesn't have to be all about accounting or tax. It could be anything that makes a person a better professional. Earmark also take users submitted content. It is not them creating all of the courses. One of the benefits of CPE is that you can teach anything. You can teach the modern flavor of accounting. Blake also shares the benefits for the sender of the CPE and the recipient's benefit of the CPE. Blake would like to explore more with earmark to figure out how they can develop their own accounting standards for small businesses. All that and more in this episode! Listen now! Websites: https://earmarkcpe.com Corporate Partner: People Process - https://peopleprocesses.com/


8 Jul 2022

Rank #4

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Susan Frew: Building Value In Companies And Preparing For Sale

Show Summary Build a business to sell even if you don't sell. When a business isn't ready for sale, or companies don't have the number they need yet, Susan's team will help business owners prepare and increase their value so they will be ready for the maximum amount when they go out to the sales market. To get the maximum amount, Susan walks the client through the eight pillars and then uses another mechanism where she goes on-site and does a deep dive personally. That's the extent of her coaching, going on-site with the client for an entire day to evaluate their business. She gives us the details on how she became a Profit First Professional, which is very interesting and can bring a lot of learnings to you, our dear listeners. The common mistakes business owners are making to improve their valuation will be shared by Susan in this episode too! Take care of your financials and use Profit First to ensure your operating budget is on track. Don't forget to put a little fun into whatever you do. You can connect with a lot more people when you are humorous than serious. Websites: www.raincatcher.com www.susanfrewspeaks.com LinkedIn: https://www.linkedin.com/in/susanfrewspeaks/ Corporate Partner: People Process - https://peopleprocesses.com/


30 Jun 2022

Rank #5

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Christeen Era: Profit First for Lawn Care and Landscape Businesses and the Scalable Growth Business Model

Show Summary Lean into your knowledge. There are business owners out there that need your experience and advice. You have it, don’t hold it back. In this episode, Christeen Era shares why she was convinced that the industry, Lawn Care and Landscape Businesses, needed her. Christeen sadly watched businesses in this industry go down one by one when the economy took a downturn. These firms just didn’t have the tools and the knowledge. This is one of the reasons that she authored the book, Profit First for Lawn Care and Landscape Business. Using this experience, she coaches her clients and the readers on how to implement it in their businesses. She educates them on what the full implementation of Profit First can do for their businesses and how powerful it is through her courses and group work. It can be difficult to talk to clients about their financials. Whether is the shame of what has happened in the past or that they do not understand certain pieces of the financial information, Christeen  shares about the importance of creating a safe space to work things through. She shows them that it’s okay and that they are great at their craft and not necessarily expected to be experts with their numbers at the beginning. Christeen shares more about the process of writing the book and how it transformed her and her business today. Green Profit Academy Website: https://greenprofitacademy.com/ Core Growth Strategies Website: https://coregrowthstrategies.com Resource Download Page: https://greenprofitacademy.com/resources/ Green Profit Academy Facebook Page: https://en-gb.facebook.com/people/Green-Profit-Academy/100066852463815/ Profit First for Lawn and Landscape Businesses Facebook Page: https://www.facebook.com/pflawncarelandscape Corporate Partner: People Process - https://peopleprocesses.com/


23 Jun 2022

Rank #6

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Shawn Van Dyke: Profit First for Contractors

Show Summary From the outside, contractors look like pretty hard-nosed individuals. In reality, they are lovable and soft on the inside and have the goal of wanting to make people smile. It’s a compliment, but it is one of the biggest business problems. They get so much satisfaction out of pleasing people, which often means undercutting themselves and not getting paid enough for what they do. Pricing is a challenge across all industries, and even hard-nosed contractors are faced with it. Shawn Van Dyke shares that the first thing he would tell his clients or the contractors to increase profitability is to raise their prices. If you’re not making money in a business, then you are running a charity. He also addresses how seasonality affects him as a contractor and how a CPA or a bookkeeper helps the contractors earn money. Shawn also compares the difference between good tax advice and good business advice. Website: https://shawnvandyke.com/ Instagram: https://www.instagram.com/shawnvandyke/ Corporate Partner: People Process - https://peopleprocesses.com/


16 Jun 2022

Rank #7

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Evan Lindsay: Profit Made Simple

Show Summary Think of the business as the goal. The biggest thing that helped Evan as a gym owner was that he played professional sports. Running a business, just like sports driven by the numbers. As a goalie, he asked himself, 'what is my goal let in average?' There were specific numbers he looked at as a goalie and the same goes for him now, as a financial coach and business owner. Evan shared his insights on running a business both successfully and not so successfully when you're not onsite. He realized that his role in the business wasn't to do but to teach, encourage, provide protection, and help his team get what they want. His biggest realization was that his job wasn't to be a player but to be a guide or a coach to someone who could build something. He also advises the listeners on the best way to get started with Profit First Professionals. Sometimes, always doing it's not the best way to grow a company. You have to hold yourself back a little bit and realize that you are not just the player. Take a step back. Release some of the reins and let other people do their job. Leave your comments below and enjoy this episode! Website: https://www.profitmadesimple.co/homepage Corporate Partner: People Process - https://peopleprocesses.com/


9 Jun 2022

Rank #8

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Gabrielle Kelly: Profit First & Women Entrepreneurs

Show Summary Compassion takes empathy one step further because it harbors a desire for all people to be free from suffering, and it's imbued with a desire to help. Compassion is the approach Gabrielle Kelly has been bringing to her clients. It is tough to talk about business finances, and it is a vulnerable position to be in. For Gabrielle, every operational decision you're making in your business is connected to the financial impact, so she brings compassion to finance discussions. We all have learned, made similar mistakes, and want to improve things. Sometimes it's hard to remember that somebody who does business may not always talk about profit, margins, and bottom line. Gabrielle is very comfortable with some finance and accounting words as an accounting professional. Still, it might seem very daunting and overwhelming to non-finance professionals, so she kind of breaks down those barriers and has those human connections. She has seen the most significant challenges with start-ups and helped them overcome them by taking away the financial worry and stress and becoming more empowered by having an excellent foundational knowledge of what's going on with the business. Having a financial plan is vast and carves out that piece that's always in the background looming. As a small business owner, or a mompreneur, with all these things on your plate, having somebody lift that off of you and carry that for you and with you step by step is super helpful. Gabrielle has this love for the mom entrepreneurs community because she knows and relates to how limited mom's time is and how much is on their plate. So, giving them more empowerment and a system to help them achieve more financial freedom and financial empowerment is a huge help for their businesses to succeed. She also shares in this episode what her business WEM stands for and its mission as a company with Profit First as a system they follow. Listen to this podcast now for a more insightful discussion! Website: https://www.wem.co/ LinkedIn: https://www.linkedin.com/in/gabriellekelly-cpa/ Instagram: https://www.instagram.com/wemfinancial/ Corporate Partner: People Process - https://peopleprocesses.com/


2 Jun 2022

Rank #9

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Tim Seymour: Profit First UK

Show Summary In this episode, Tim Seymour shares his story of how he built up his accountancy practice and sold for profit with the help of being a Profit First Professional. He recently took on the license of Profit First Professionals UK along with Duncan Lloyd and enjoys supporting their current members and delving deeper into their businesses and their client's businesses. They are currently open for new applications to join their supportive community of UK Accountants, Bookkeepers, and Coaches, where they help them transition their business compliance and focus on cash and profit. Tim is driven by having a passion for helping business owners move away from the month-to-month cycle of money in, money out on bills, wages, and what remains is for the business owner, and it's never enough. He knows because he has been there. Listen to this podcast now! Website: https://profitfirstuk.co.uk/ LinkedIn: https://www.linkedin.com/company/profit-first-uk Facebook: https://www.facebook.com/ProfitFirstUK Corporate Partner: People Process - https://peopleprocesses.com/


26 May 2022

Rank #10