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

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

Mike Michalowicz

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

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Episode 401: How to Bring Energy as an Introvert 34:27

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Show Summary Having high energy doesn't always mean you're an extrovert. In this episode, Angie shares with us how she brings out energy as an introvert and builds her confidence to inspire other people, especially other Profit First Professionals to go out there and present themselves. Take a listen! Website: www.profitfirstprofessionals.com Corpo…
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Yoseph West: Profit First Professionals and Relay Partnership 33:52

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Show Summary This is a special episode with Relay Financial's CEO and Co-Founder, Yoseph West! We know how challenging it is for people who implement Profit First in their businesses to find a banking solution that works for them and their clients. It takes convincing, negotiating, and adapting to do Profit First banking which costs time and forces…
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Adrienne Bellehumeur: How to Improve Your Documentation Process 35:46

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Show Summary Let's learn from Adrienne Bellehumeur how to make your documentation process fun and exciting. In this episode, Adrienne shares with us that documentation is a collaborative exercise. She also shares with us some of her best practices for delivering "why?" for documenting. She uses a documentation approach she developed called "Dynamic…
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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BONUS EPISODE: Value Starts with Hello! 35:23

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Show Summary "You are in charge of your business", Ron Saharyan. Pricing is important, but Value Starts With HELLO! You realize that accounting and bookkeeping can unlock the potential of any company. Set yourself apart from the competition by asking better questions right from the start. Your future clients want you to understand their vision and …
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Jeffrey Shaw: Self-Employed Life 42:35

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Show Summary Jeffrey Shaw shares in this episode how he got the idea of writing a book about self-employment. He stresses that one of the core problems of being self-employed is that they don't ask for help. His book, The Self-Employed Life, is an insightful book for self-driven individuals. Take a listen to this episode and learn more with Jeffrey…
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Jamie Beresford: Cyber Security for Accounting 33:29

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Show Summary In this episode, Jamie Beresford, founder of Practice Protect, shares what cybersecurity means with the three pillars of cybersecurity. "Cyber security is not about data storage, it's about data access. Hackers don't hack, they trick. They trick users into divulging the information to use legitimate access to access systems illegitimat…
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Simon Severino: Scaling 36:07

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Show Summary "When you find something that works, you're not in discovery anymore. Now you're in scaling mode." In this episode, Simon Severino shares the definition of scaling. He also talks about the two different stages of finding and scaling and elaborates on them with three other stages: the turtle stage, the cheetah stage, and the dog stage. …
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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T. Jayden Doye: How To Grow Your Accounting Practice 40:25

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Show Summary Jayden has the gift of creating millionaires. He shares in this episode how important it is to know your niche and your specialized skill, which will lead to business development. He also shares the most significant challenge he encountered in growing his firm. Jayden spoke by his experience. Most entrepreneurs that lean into their tra…
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Micky Deming: Accounting Firm Marketing Through SEO, Content, and Messaging 35:48

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Show Summary In this episode, Micky Deming shares with us that the simplicity of all marketing is clarity, finding value, and proper communication. It is the ability to know whom we're speaking to and how to approach it. Micky discusses why creating content and educating an audience works in accounting firm marketing and how these firms succeed and…
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Gena Cox: How Leadership Attracts and Retains Talent 37:46

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Show Summary Live by the platinum rule of treating others as to how others want to be treated, which is one of the problems leaders, and business owners have. They often assume that others want to be treated the same as them. In this episode, Dr. Gena Cox shares why respect is the key to making an organization attractive to new talents. People want…
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Linda Ugelow: Speaking With Confidence 32:29

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Show Summary "When you criticize yourself, you're less likely to achieve your goals. So find a way to love yourself." This is one of the things Linda emphasizes in this episode - to be kind to ourselves. Traumas from our past are part of the reasons why so many people suffer from anxiety around public speaking. Linda shares the best ways to build c…
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Mike Agugliaro: How To Think Differently To Grow 29:01

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Show Summary Mike spoke at Profit Con 2022 and shared a powerful and transformational mind growth strategy while engaging a room full of financial professionals and business owners. In this episode, Mike shares how he, as a speaker, triggers transformation from his audiences by bringing their similar experiences and traumas to light where everyone …
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Barry Moltz: ChangeMasters 36:40

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Show Summary In this episode, Barry Moltz helps us what to do if we're a small business and we're stuck. He shares that people only change if they are in incredible amount of pain so you have to identify what the biggest pain a small business owner has and why they can't stay where they are while leaping in the unknown is better than staying where …
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Lee Frederiksen: Changing CPA Buyers Behaviors 38:33

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Show Summary In this episode, Lee shares with us how to address changes in buyer's behavior and how to engage in critical key audiences. He also answers the question about referrals being a sustainable marketing strategy. Website: https://hingemarketing.com/ Corporate Partner: People Process – https://peopleprocesses.com/…
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Reis Paluso: How We Can Use Breathing As A Tool To Live An Extraordinary Life 41:22

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Show Summary Breathing is the first thing coming into this world and the last thing we do when we leave. We take about 600 million to a billion breaths in a lifetime and don't even think about it. In this episode, Reis shares with us the reason why we should pay attention to our breathing. It is a vital tool to not only stay alive but also regulate…
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Geraldine Carter: Capturing Invisible Demand 35:38

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Show Summary In this episode, Geraldine explains what invisible demand means and how to create and capture it. She also shares with us the following points related to creating an invisible demand: value of your services undercharge relative to the value always be creating demand, even when you are full limit supply focus on creating 100% results fo…
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Tara Cannon: Merchant Services and Credit Card Processing 37:26

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Show Summary In this episode, Tara shares a quick roadmap of processing a credit card and how the funds arrive at the merchant's bank. And also the most popular ways of processing and programs earning more popularity. Tara also discusses what makes an outstanding sales agent or trusted advisor in the credit card processing industry. They not only l…
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Shaily Hakimian: Being Unforgettable To Your Network 34:50

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Show Summary In this episode, Shaily talks about the thing most accountants neglect but value at the same time. She figures a lot of listeners get their business by word of mouth. But the reality is that they are not staying in touch with their past clients and referral network. It's the most significant missed opportunity. Shaily also believes tha…
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Clint White: How To Rebuild Your Brand 31:38

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Show Summary A brand is forced, and that's not what we want. We want to make a choice. Think of yourself as having a tattoo. Having a tattoo is a choice. It's something you've chosen to express yourself that is relevant to you. In this episode, Clint shares with us the established way to rebuild a brand. He gives us ideas on what are some of the st…
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Jason Snider: Remote Team Building & Leadership 31:41

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Show Summary Having a remote team is a HOT topic right now. In this episode, Jason Snider shares his experiences hiring a remote team. From the advantages of having a bigger pool of access to applicants to build a team to the cons or downsides of working with them remotely. In addition to that, he also discusses the common mistakes people make in h…
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Li Hayes: Using Speaking to Grow Your Business 40:44

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Show Summary Niching matters and figuring out your "Why?". In this episode, Li Hayes shares with us why speaking helps us in our businesses and what various speaking opportunities there are. She also gives us pieces of advice on how to get into the speaking business. When speaking, you have to think if you are getting value from an event. It is a g…
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Silvia Guardado: Working with the Latinix/Immigrant Community 34:19

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Show Summary In this episode, Silvia shares her personal story and how she helps her clients based on the experiences she went through as an immigrant. She emphasizes that it is significant to empathize, know, and validate people's experiences and truly understand where they are, where they are coming from, and where they want to go. She believes t…
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Louie Prosperi & Michael Palmer: Successful Bookkeeper Summit 34:15

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Show Summary Start becoming the authority in your industry, be the spokesperson, build a community, and bring in the expert and facilitate it. The Successful Bookkeeper Summit is a digital platform designed for professional bookkeepers and accountants who want to expand and grow their businesses. Listen to this episode to learn more about the Succe…
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Penny Breslin: Outsourcing Accounting and Bookkeeping 35:04

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Show Summary In this episode, Penny Breslin shares how and why she started outsourcing accountants and bookkeepers. She started outsourcing in 1999 when the technology wasn't as advanced as today. She experienced how technology has changed over the years, which she also discusses with us in today's episode. Missteps are inevitable in businesses. Pe…
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Rachel Siegel: How To Be A Master Networker 34:40

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Show Summary "Becoming comfortable with the uncomfortable." This is ProfitCon's theme for this year's conference, and it relates so much to Rachel's experience in networking. In this episode, Rachel Siegel discusses the difference between introverts and extroverts. She also shares how introverts do networking and how it helps them get out of their …
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Brian Thompson: Raising Prices 35:37

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Show Summary Many businesses, particularly small business owners, are faced with the challenge of the consideration of raising prices. Business owners hear they should but are afraid to do it. Brian Thompson struggled with this challenge for a period of time. Fear has been one of the motivators in life for Brian, and it impedes the progress he want…
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Ian Robinson: Building A Culture Of Expertise Through Custom Software 33:34

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Show Summary In this episode, Ian Robinson talks about the signs your software is out of sync with your expertise, current-day pain, and missed opportunities. If you are in pain with your existing system, you can make a case for getting out of the pain through custom software and not break the bank. He also shares the difference between practice-ba…
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Tom Wheelwright: 7 Investments the Government Will Pay You to Make 33:57

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Show Summary The government will pay you to invest in their list of priorities, such as jobs, energy, food, technology, and the like, as long as you do it the way the government wants you to. It's a win-win for the government, business owners, and society. We all use the tax incentives, but according to Tom, we don't understand that the biggest tax…
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Joshua & Ashlee Latimer: The Kid WarPlan Journal 39:01

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Show Summary Success comes from systems. In this episode, Josh and Ashlee share what's mutual with successful families and successful businesses. They both teach entrepreneurship to their kids at a young age, which will make a significant impact on their lives. They created a journal that teaches kids about mindset, leadership, and entrepreneurism.…
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Dan Romance & Tom Gibson: Tax Savings, Documentation, Wealth Acceleration 34:43

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Show Summary People rarely hear the conversation of tax savings and wealth acceleration in one frame. Can they really work together, or should they work together? In this episode, Dan Romance and Tom Gibson give us an answer to that question. And share with us how far people are missing the mark on tax mitigation. TSP Family Office helps people all…
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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David Cristello: Growing Your Firm 36:03

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Show Summary What's your future capacity look like? Let's figure that out in this Grow My Accounting Practice podcast episode with David Cristello. He also explains in this episode the reality or the possibility of the "one-person, one-million dollar firm." When starting your business, start with humble pie. Website: jetpackworkflow.com LinkedIn, T…
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Mickie Kennedy: Press Release Marketing 39:59

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Show Summary Increase visibility and credibility using press releases to promote authors, small businesses, and startups. Listen to this episode and learn more about the following: how to get regular local media coverage without spending a dime hone your unique selling proposition to make you irresistible to the media, and; how increase in credibil…
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Tuesday P Brooks: Building Capacity as a Microenterprise 39:50

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Show Summary Take that leap of faith to move forward with your business. Tuesday had a dream and a vision, and she realized that through partners, other resources, and relationships, she could make that dream come true, not only by helping her with her business but by providing careers and opportunities for so many. Tuesday started a program in Afr…
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Dr. David Phelps: Freedom Founders - Own Your Freedom 37:18

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Show Summary Surround yourself with people that are there already. You need to have certainty in your numbers. You have to have that certainty around your business. Associate yourself with other people and other businesses, and until you can see that there are ways that other people have done what you're trying to accomplish, then you get kind of s…
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Ronit Enos: Profit First for Salons 37:14

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Show Summary Profit First is a lifetime process of growth. Realize that every little step is progress. Ronit Enos is a firm believer that one cannot do things alone. She's a big believer in mentorship, coaching, and training. Ronit read books, hired consultants and coaches, and did everything that helped her a lot in the process with her business. …
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Tara Newman: Dark Part of Business 43:44

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

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Karrie Jackson and Katie Robinette: How to Market When Identifying Your Niche 40:35

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

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Aaron Walker: Eradication of Isolation 51:27

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

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Blake Oliver: Technology Trends Changing The Accounting Profession 53:24

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

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Christeen Era: Profit First for Lawn Care and Landscape Businesses and the Scalable Growth Business Model 51:02

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

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Shawn Van Dyke: Profit First for Contractors 49:21

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

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Evan Lindsay: Profit Made Simple 46:47

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

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Gabrielle Kelly: Profit First & Women Entrepreneurs 53:04

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

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Tim Seymour: Profit First UK 47:06

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

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Erin Moger: Profit First Guide - The Journey to Success With Profit First Professionals 47:11

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Show Summary Erin Moger was the very first guide that Profit First Professionals hired. She came to the company in 2015, shortly after we started in 2014. In this episode, Erin shares what inspired her to get into an unknown industry and what made her apply to work with Profit First Professionals. She experienced and witnessed different situations …
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Denise Grove: Practical and Easy Tips to Reduce the Probability of Business Fraud 48:13

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Show Summary Are you ready for today's episode? Learn the practical tips from today's guest, Denise Grove, for the small to medium-sized business owners on how to catch the frauds and embezzlements before they go too far. One of the questions that come to mind is why don't people often report frauds? The reason is plain simple. They are embarrassed…
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Leah Ellis: What It's Like to be a Profit First Guide 32:51

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Show Summary Leah Ellis joined us as a guide at Profit First Professionals in early 2022. She owns Endeavor Financial Coaching, which she'll be sharing with us in this episode. Being a Profit First Guide is a natural fit for Leah. She has been a fan of the book even before becoming a guide. She shares the difference between knowing Profit First bas…
 
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

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Billie Anne Grigg: What Makes An Extraordinary Profit First Professional 30:38

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Show Summary Billie Anne has worked with Profit First Professionals who've had extraordinary success and with the ones who struggled. Thinking outside of the box and thinking forward as to thinking about what's in the past really makes a big difference in people being successful in transitioning. In this episode, Billie Anne shares how to start thi…
 
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