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

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 creati...

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 su...

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 gue...

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 tho...

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 —th...

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 dis...

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 entrepr...

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 Firs...

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...

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 i...

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 "Learnin...

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 entrepreneu...

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 intr...

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 whe...

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 mana...

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...

Show Summary: In this episode of the Grow My Accounting Practice podcast, Ryan McGarghan shares how combining Profit First, CFO services, EOS, and exit planning can help firms and their clients grow 5x. He explains how aligning finance with sales, marketing, and operations creates smarter, more strategic decision-making. Ryan also breaks down exit planning as a proactive growth tool and shows how...

Show Summary: In this insightful episode of the Grow My Accounting Practice podcast, Sir Darren Jacklin shares strategies to help accountants and business owners smash their numbers in 2025 . He highlights the importance of setting clear, measurable financial goals and encourages a shift in focus from revenue to true profitability . Darren also explains how using technology and automation can simp...

Show Summary: In this episode of the Grow My Accounting Practice podcast, Donna Lim shares her powerful journey with Profit First and how it transformed both her business and the insurance agents she serves. Once a reluctant accounting firm owner who found the profession "boring and sterile," Donna realized her deeper calling was to support business owners. That mission drove her to embrace discom...

Show Summary: In this episode of Grow My Accounting Practice , Cathy Donovan Wagner, founder and CEO of RETAILMavens, joins us to unpack the deep, often overlooked connection between pricing and personal well-being. Cathy shares how pricing decisions don't just affect your bottom line—they impact your soul, your mental health, your team, your clients, and even the legacies we help build. She dives...

Show Summary: Best-selling author and speaker Bob Burg joins us on this week's episode of Grow My Accounting Practice to unpack the powerful concept of Genuine Influence — the kind that builds trust, fosters strong relationships, and leads to real results without manipulation. Bob shares the difference between influence and manipulation, walks us through the Five Principles of Genuine Influence ,...

Show Summary: In this episode of Grow My Accounting Practice , we sit down with Ross Loveland, Founder & CEO of True Profit Salons, to talk about what it really takes to scale an accounting practice and evolve your services. Ross shares the early steps of building his practice, the lessons learned from choosing (and changing) a niche, and how a failed revenue stream taught him resilience and clari...

Show Summary: In this episode of Grow My Accounting Practice , we're joined by Liz King Caruso—Event Strategist, Consultant, and CEO of Liz King Events and techsytalk—to dive into the power of building a community to grow your brand . Liz shares her insights on how businesses in 2025 are leveraging events not just for visibility, but for genuine connection and long-term growth. From in-person to v...

Show Summary: In this episode of Grow My Accounting Practice , we're joined by Edward Brooks to unpack "The 5 Reasons Stopping CPA Firms From Adding Millions in Revenue, Value, and Wealth." Edward shines a light on why, even in a booming market, most CPA firms are leaving massive growth opportunities on the table. He challenges firm owners to take a hard look at the habits, assumptions, and blind...

Show Summary: In today's episode of the Grow My Accounting Practice podcast, Sandro Barbacini, co-founder of Vet in Business, joins the show to explore the power and importance of choosing a niche. Sandro shares how and why he started VIB from scratch, transitioning from veterinary medicine into business coaching, and how narrowing his focus helped build a thriving, purpose-driven practice. Throug...