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

100 Episodes

38 minutes | Feb 2, 2023
Gena Cox: How Leadership Attracts and Retains Talent
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 to be seen, heard, and valued. Respect is really the driver of employee engagement and satisfaction that is likely to cause employees in your organization to stay and to be an attractor to others who might consider the organization.   Website https://www.genacox.com LinkedIn https://www.linkedin.com/genacox Free Resource https://www.rediwarmup.com/gena-cox/ Corporate Partner: People Process – https://peopleprocesses.com/
32 minutes | Jan 26, 2023
Linda Ugelow: Speaking With Confidence
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 confidence. She also points out the common mistakes people make when trying to overcome their fears. In her book, Delight In The Limelight: Overcome Your Fear of Being Seen and Realize Your Dreams, she devotes a whole chapter to breathing and her voice which helps her build her confidence and become a better speaker.   Website: https://www.lindaugelow.com/   Facebook:   https://www.facebook.com/linda.ugelow/   LinekdIn:   https://www.linkedin.com/in/lindaugelow/   TikTok:   https://www.tiktok.com/@lindaugelow Corporate Partner: People Process – https://peopleprocesses.com/
29 minutes | Jan 19, 2023
Mike Agugliaro: How To Think Differently To Grow
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 can relate. He also speaks about the secret sauces of personal growth and development.   Website: freePersonalGrowthtrainings.com Corporate Partner: People Process – https://peopleprocesses.com/
37 minutes | Jan 12, 2023
Barry Moltz: ChangeMasters
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 they are.   Website: www.barrymoltz.com Corporate Partner: People Process – https://peopleprocesses.com/
39 minutes | Jan 5, 2023
Lee Frederiksen: Changing CPA Buyers Behaviors
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/
41 minutes | Dec 29, 2022
Reis Paluso: How We Can Use Breathing As A Tool To Live An Extraordinary Life
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 our nervous system. There's a different way to breathe that's correlated to the state we're in at the moment. Reis teaches us how to breathe for the state we want to breathe in. Reis also shares some tips for the best breathing practices before a sales call, presentation, or anything that could lead you to an anxious or nervous state in your workplace. Check out their website and have an expert help you with your breathwork.   Website: ourbreathcollective.com reispaluso.com Instagram: @ourbreathcollective @reispaluso Corporate Partner: People Process – https://peopleprocesses.com/
36 minutes | Dec 22, 2022
Geraldine Carter: Capturing Invisible Demand
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 for 100% of your clients and take 100% responsibility for all the things within your control More great insights from Geraldine when you listen to this episode of Grow My Accounting Practice podcast.   Website: https://geraldinecarter.com/ Corporate Partner: People Process – https://peopleprocesses.com/
37 minutes | Dec 15, 2022
Tara Cannon: Merchant Services and Credit Card Processing
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 look at a statement and quote to reduce quotes, but agents also take time to understand the business, its pain points, and needs. There are also some misleading practices within the credit card processing industry which Tara explains how to avoid. Tara has solutions to help streamline business processes, a solution that instantly syncs credit card transactions with Quickbooks.   Website: https://cardconnect.com/ Email Address: tcannon@cardconnectpartners.com Corporate Partner: People Process – https://peopleprocesses.com/
35 minutes | Dec 8, 2022
Shaily Hakimian: Being Unforgettable To Your Network
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 that the outsourcing part sounds like it will be huge. If one has a firm, they don't want to do their marketing. But if they don't know who to hire, they will miss out on the real benefit of outsourced help. One of the things to note in this episode is how to hook your audience from the very beginning, especially in doing social media posts. Get them to click the "see more button."   Website: https://www.yoursocialmediasherpa.com/ Facebook: https://www.facebook.com/hakimian45 LinkedIn: https://www.linkedin.com/in/hakimian45/ Instagram: https://www.instagram.com/hakimian45/ Twitter: https://twitter.com/intent/user?screen_name=hakimian45 Youtube: https://www.youtube.com/channel/UCsbk3e9sGJe7AK8hBhTmj8A?sub_confirmation=1 Tiktok: https://www.tiktok.com/@hakimian45/ Corporate Partner: People Process – https://peopleprocesses.com/
32 minutes | Dec 1, 2022
Clint White: How To Rebuild Your Brand
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 steps to take to reframe our brand and how to get people to tattoo us on them. Everything will lead down to finding a niche. Clint stresses in this episode to start finding a niche, and explore what you're good at in the market to be able to rebuild your brand. Learn more about Clint's unique approach to business building and smart growth.   Website: www.tattoosnotbrands.com Instagram: https://www.instagram.com/tattoosnotbrands/ Amazon: https://www.amazon.com/Tattoos-Not-Brands-Entrepreneurs-Marketing Corporate Partner: People Process – https://peopleprocesses.com/
32 minutes | Nov 24, 2022
Jason Snider: Remote Team Building & Leadership
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 hiring offshore or remote employees. He talks about the myths and reality of saving more costs from hiring offshore. If you are searching for skilled offshore employees from different parts of the world to be a part of your company, start with understanding the offer of what you need before you seek out to fulfill something.   Website: http://aspyradvisors.co/ LinkedIn: https://www.linkedin.com/company/aspyr-advisors/ https://www.linkedin.com/in/jasons25818212 Corporate Partner: People Process – https://peopleprocesses.com/
41 minutes | Nov 17, 2022
Li Hayes: Using Speaking to Grow Your Business
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 great way to affirm authority just by speaking in front of people that may have been using your services so they can verify that they're working with the right person.   Website: pathtothemainstage.com LinkedIn: https://www.linkedin.com/in/li-hayes/ Corporate Partner: People Process – https://peopleprocesses.com/
34 minutes | Nov 10, 2022
Silvia Guardado: Working with the Latinix/Immigrant Community
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 that there are still a lot of opportunities for immigrants in America because of the skills they can bring in that would benefit the country.   Website: https://smgbusinessservices.com LinkedIn: https://www.linkedin.com/in/silviaguardado/ Facebook: https://www.facebook.com/smgbusinessservices Instagram: https://www.instagram.com/smgbusinessservices/ Corporate Partner: People Process – https://peopleprocesses.com/
34 minutes | Nov 3, 2022
Louie Prosperi & Michael Palmer: Successful Bookkeeper Summit
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 Successful Bookkeeper Summit with Louie and Michael.   Website: https://community.thesuccessfulbookkeeper.com/events/tsb-summit Corporate Partner: People Process – https://peopleprocesses.com/
35 minutes | Oct 27, 2022
Penny Breslin: Outsourcing Accounting and Bookkeeping
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. Penny shares with us some of the mistakes accounting and bookkeeping firms are doing when they are trying to work with an outsourced provider. Penny has organized internal systems and processes to go for her employees, which is very significant to the company's success.   Website: https://moneypennyllc.com/ Twitter: https://www.linkedin.com/in/penny-breslin-0228b81/ Corporate Partner: People Process – https://peopleprocesses.com/
35 minutes | Oct 20, 2022
Rachel Siegel: How To Be A Master Networker
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 shells. In order to grow, Rachel needs to network and this is what pushed her to start networking and talking to people as an introvert.   Website: https://www.gofigureaccounting.net/ https://www.alignable.com/winter-garden-fl/go-figure-accounting Facebook: https://www.facebook.com/GoFigureCPA Corporate Partner: People Process – https://peopleprocesses.com/
37 minutes | Oct 13, 2022
Debra Cassera & Sabrina Pelech: Profit First for Chiropractors
Show Summary Writing a book is not easy. In this episode, Deb Cassera and Sabrina Pelech share their experience in writing the book Profit First for Chiropractors. Deb and Sabrina talk about the different strengths they both have, which helped them complete the book and how it helped define what they do better individually. Writing a book is a long personal journey, and they were able to discover what they can and can’t do and learn about other people’s journeys along the way.   Website: Profitfirstchiro.com Corporate Partner: People Process – https://peopleprocesses.com/
36 minutes | Oct 6, 2022
Brian Thompson: Raising Prices
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 wants to make. Raising prices scared him, thinking about rejection or the people saying they don't want to work with him anymore because of increasing his costs. In this episode, Brian shares how he overcame his fear of rejection and people saying "no" to him for raising prices and how it affected his business revenue. He also gives us an excellent idea on how to make time for optimizing your business which he calls the Brian Week for his own business.   Website:https://btfinancial.com/ Facebook: https://www.facebook.com/Brian-Thompson-Financial-535264729938675   LinkedIn: https://www.linkedin.com/in/brianthompsonfinancial/   Instagram: https://www.instagram.com/btfinancial/   Twitter:https://twitter.com/BrianFinancial Corporate Partner: People Process – https://peopleprocesses.com/
34 minutes | Sep 29, 2022
Ian Robinson: Building A Culture Of Expertise Through Custom Software
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-based software versus project-based software and how to create a strong product vision to create for long-term success.   Website: https://enlivenhq.com/ Corporate Partner: People Process – https://peopleprocesses.com/
34 minutes | Sep 22, 2022
Tom Wheelwright: 7 Investments the Government Will Pay You to Make
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 incentives are for investors and business owners. They are not for little things we do for ourselves or other people. Tom shares the seven investments the government will pay the business owners for and how to invest in these in this episode. Up to this point, it has been the rich who have taken advantage of these because they have good tax professionals. In order to leverage these things, you have to get good advisors. Accountants, bookkeepers, and financial coaches can start with the books The Win-Win Wealth Strategy and Tax-Free Wealth to better position themselves so they can advise their clients about the tax incentives in businesses. The more wealth you build, the less tax you pay.   Website: www.wealthability.com   Facebook: https://www.facebook.com/Tom.Wheelwright.CPA https://www.facebook.com/4wealthability/   Youtube: https://www.youtube.com/user/tomwheelwrightcpa   Twitter: https://twitter.com/WealthAbility   LinkedIn: https://www.linkedin.com/in/tomwheelwright/ Corporate Partner: People Process – https://peopleprocesses.com/
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