Podcasts by 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.
Further podcasts by Mike Michalowicz
Podcast on the topic Management
All episodes
John Drawdy&Kristen Griffin: Profit First in a Larger Business from 2023-12-07T14:00
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Judie McCarthy: Process Documentation and Workflow Development For Your Practice from 2023-11-30T13:53:20
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Lori Mercaldi: Transitioning From Compliance to Profit First Consulting from 2023-11-23T14:00
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Cheri D. Andrews, Esq: Legal Aspects of Running a Business Properly from 2023-11-09T14:00
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David Cristello: Recurring Client Management (RCM) System for Accounting Firm Owners from 2023-11-03T04:19:26
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Chris Burns: Why Choosing the Right Cybersecurity Partner Is Your Biggest Business Decision for 2024 from 2023-10-19T14:25:05
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James Masotti: First 90 Days of Buying a Bookkeeping Business from 2023-10-06T01:00
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Fady Hawatmeh: Use of AI in Accounting and Finance from 2023-09-14T13:00:27
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In this episode, we are delighted to welcome Fady Hawatmeh, as our esteemed guest. Fady brings a wealth of experience and insights to the table, making this ...
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Rhamy Alejeal: People Processes - Partnership with Profit First Professionals from 2023-09-07T12:52:37
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RJon Robins: Profit First For Lawyers from 2023-08-31T12:34:06
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In this episode of the Grow My Accounting Practice podcast, we were honored to have Profit First Professional RJon Robins as our guest, who has rece...
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Mike Milan: Cash Flow On The Go! from 2023-08-25T01:00
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In this engaging episode, we sit down with Mike Milan, a dynamic expert in business coaching and advisory services. Mike shares his journey and insights, tou...
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Patty Block: How The Broken Cookie Effect® Is Blocking Your Growth from 2023-07-27T13:00
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Annette de Lancey: Using Profit First to Bring Clarity to Manufacturing Companies from 2023-07-13T13:00
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Kasey Anton: Helping Restaurant Owners to be More Intentional and Profitable from 2023-07-06T13:00
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Wally Malesh: Applying Profit First to the Real Estate Team Business Space from 2023-06-28T19:56:58
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David Steininger: Self-Employment Sidekick from 2023-06-22T13:00
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David Steininger, a guest on the Grow My Accounting Practice Podcast, shares valuable insights on various aspects of entrepreneurship.
David dis...
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David Furth: The Value of Automating Your Financial and Accounting Processes from 2023-06-15T13:00
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Melissa Morris: Is Your Overwhelm an Ops Issue? from 2023-05-25T13:00
In this engaging show, we delve into the topic of "Is your overwhelm an ops issue?" Our discussion explores various aspects related to operational streamlining and how it can uncover ar...
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Fady Hawatmeh: Being a CFO from 2023-05-11T13:00
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In this episode, Fady shares with us about being a CFO and how it differs from accounting. He also discusses the difference between the skill sets required f...
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Stevyn Guinnip: Health and Wealth from 2023-05-04T13:00
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"Your health is your most valuable asset."
When growing a financial practice it's common for health to take a bac...
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Hilary Hendershott: The Profits Pyramid from 2023-04-27T13:00
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Being a Profit First Professional as a Profits coach, the name is something everyone recognizes and it gives her the credibility and makes that introduction ...
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Julie Herres: Profit First for Therapists from 2023-04-20T13:00
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"Therapists resist profit, when they should embrace it."
In this episode, Julie Herres shares about her new book, Profit First for Therapists<...
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Moshe Amsel: Growing Your Business with Virtual Events from 2023-04-13T13:00
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How can one generate revenue through virtual events? In this episode, Moshe shares with us how he does this and how he was able to raise over $100,000 in spo...
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Chris Ducker: Multiple Streams of Income from 2023-04-06T13:00
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Start doing something and be consistent. Hone your expertise and talk about it more because that's how people will know you. Be you all out!
In this e...
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Angie Burns: How to Bring Energy as an Introvert from 2023-03-30T13:00
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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 co...
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Yoseph West: Profit First Professionals and Relay Partnership from 2023-03-23T13:00
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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 ...
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Adrienne Bellehumeur: How to Improve Your Documentation Process from 2023-03-16T13:00:49
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Let's learn from Adrienne Bellehumeur how to make your documentation process fun and exciting.
In this episode, Adrienne shares with us that doc...
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BONUS EPISODE: Value Starts with Hello! from 2023-03-13T13:00
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"You are in charge of your business", Ron Saharyan.
Pricing is important, but Value Starts With HELLO!
You realize th...
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Jeffrey Shaw: Self-Employed Life from 2023-03-09T20:05
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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 sel...
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Jamie Beresford: Cyber Security for Accounting from 2023-03-02T14:00
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In this episode, Jamie Beresford, founder of Practice Protect, shares what cybersecurity means with the three pillars of cybersecurity.
"Cyber sec...
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Simon Severino: Scaling from 2023-02-23T14:00
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"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 s...
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T. Jayden Doye: How To Grow Your Accounting Practice from 2023-02-16T18:34:14
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 ...
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Micky Deming: Accounting Firm Marketing Through SEO, Content, and Messaging from 2023-02-09T14:00
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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 k...
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Gena Cox: How Leadership Attracts and Retains Talent from 2023-02-02T14:00
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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 ...
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Linda Ugelow: Speaking With Confidence from 2023-01-26T13:47:43
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"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 e...
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Mike Agugliaro: How To Think Differently To Grow from 2023-01-19T14:00
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Mike spoke at Profit Con 2022 and shared a powerful and transformational mind growth strategy while engaging a room full of financial professio...
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Barry Moltz: ChangeMasters from 2023-01-12T22:10
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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...
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Lee Frederiksen: Changing CPA Buyers Behaviors from 2023-01-05T14:00
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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 abou...
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Reis Paluso: How We Can Use Breathing As A Tool To Live An Extraordinary Life from 2022-12-29T14:00
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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 lifetim...
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Geraldine Carter: Capturing Invisible Demand from 2022-12-22T14:00
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In this episode, Geraldine explains what invisible demand means and how to create and capture it.
She also shares with us the followi...
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Tara Cannon: Merchant Services and Credit Card Processing from 2022-12-15T14:00
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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 p...
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Shaily Hakimian: Being Unforgettable To Your Network from 2022-12-08T13:37:52
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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 ...
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Clint White: How To Rebuild Your Brand from 2022-12-01T14:00
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 y...
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Jason Snider: Remote Team Building&Leadership from 2022-11-24T14:00
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Having a remote team is a HOT topic right now.
In this episode, Jason Snider shares his experiences hiring a remote team. From the advant...
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Li Hayes: Using Speaking to Grow Your Business from 2022-11-17T14:00
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Niching matters and figuring out your "Why?".
In this episode, Li Hayes shares with us why speaking helps us in our businesses and what v...
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Silvia Guardado: Working with the Latinix/Immigrant Community from 2022-11-10T14:00
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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 tha...
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Louie Prosperi&Michael Palmer: Successful Bookkeeper Summit from 2022-11-03T13:00
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Start becoming the authority in your industry, be the spokesperson, build a community, and bring in the expert and facilitate it.
T...
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Penny Breslin: Outsourcing Accounting and Bookkeeping from 2022-10-27T13:00
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In this episode, Penny Breslin shares how and why she started outsourcing accountants and bookkeepers. She started outsourcing in 1999 when the technology wa...
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Rachel Siegel: How To Be A Master Networker from 2022-10-20T13:00
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"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 network...
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Debra Cassera&Sabrina Pelech: Profit First for Chiropractors from 2022-10-13T02:44
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Writing a book is not easy. In this episode, Deb Cassera and Sabrina Pelech share their experience in writing the book Profit First for Chiropra...
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Brian Thompson: Raising Prices from 2022-10-06T13:00
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Many businesses, particularly small business owners, are faced with the challenge of the consideration of raising prices. Business owners hear t...
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Ian Robinson: Building A Culture Of Expertise Through Custom Software from 2022-09-29T12:46:25
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In this episode, Ian Robinson talks about the signs your software is out of sync with your expertise, current-day pain, and missed opportunities...
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Tom Wheelwright: 7 Investments the Government Will Pay You to Make from 2022-09-22T13:00
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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 th...
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Joshua&Ashlee Latimer: The Kid WarPlan Journal from 2022-09-15T13:00
Show Summary
Success comes from systems.
In this episode, Josh and Ashlee share what's mutual with successful families and successful businesses.
... Listen
Dan Romance&Tom Gibson: Tax Savings, Documentation, Wealth Acceleration from 2022-09-08T13:00
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People rarely hear the conversation of tax savings and wealth acceleration in one frame. Can they really work together, or should they work toge...
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David Cristello: Growing Your Firm from 2022-09-01T13:00
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What's your future capacity look like? Let's figure that out in this Grow My Accounting Practice podcast episode with David Cristello.
He...
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Mickie Kennedy: Press Release Marketing from 2022-08-25T12:58:14
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Increase visibility and credibility using press releases to promote authors, small businesses, and startups.
Listen to this episode and l...
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Tuesday P Brooks: Building Capacity as a Microenterprise from 2022-08-18T13:00
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Take that leap of faith to move forward with your business.
Tuesday had a dream and a vision, and she realized that through partners, oth...
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Dr. David Phelps: Freedom Founders - Own Your Freedom from 2022-08-11T13:00
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Surround yourself with people that are there already. You need to have certainty in your numbers. You have to have that certainty around your bu...
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Ronit Enos: Profit First for Salons from 2022-08-04T13:00
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Profit First is a lifetime process of growth. Realize that every little step is progress.
Ronit Enos is a firm believer that one cannot d...
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Tara Newman: Dark Part of Business from 2022-07-28T13:00
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Never let shame get in the way of asking for help and starting over when you experience failures, losses, and defeats.
In this episode, T...
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Karrie Jackson and Katie Robinette: How to Market When Identifying Your Niche from 2022-07-21T13:00
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Katie and Karrie went from having a side business to a successful full-time accounting and consulting business.
In this episode, Katie an...
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Aaron Walker: Eradication of Isolation from 2022-07-14T13:00
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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 sign...
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Blake Oliver: Technology Trends Changing The Accounting Profession from 2022-07-08T06:49:29
Show Summary
Get a Continuing Professional Education (CPE) by listening to podcasts!
In this episode, Blake Oliver shares how to earn CPE credit by li...
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Susan Frew: Building Value In Companies And Preparing For Sale from 2022-06-30T13:00
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, ...
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Christeen Era: Profit First for Lawn Care and Landscape Businesses and the Scalable Growth Business Model from 2022-06-23T13:00
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 t...
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Rhamy Alejeal: How To Remove People As A Bottleneck In Your Business from 2022-04-21T13:00
Show Summary
Human Resource plays a vital role in better business success and enhancing workforce management.
In this episode, People Processes' Rham...
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Joe Woodard: How to Make Your Practice a Thriving Practice from 2022-04-14T13:00
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Thriving means generating wealth, not just earning revenue - which leads to financial independence and the ability to give back.
Given th...
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Precious L. Williams: Closing Your Most Ideal Prospects and Gaining Repeat Customers from 2022-04-07T13:00
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If you treat everybody like a transaction, you're not going to get customers. Humanize the numbers and make your clients humans.
The Kill...
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Donna Serdula: Personal Branding on LinkedIn from 2022-03-31T13:00
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LinkedIn is a business tool -- use it for branding, networking, research, intelligence, and development.
In this episode, Donna teaches u...
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Rob Taylor: Dads In Business, Leadership, Culture, Small Business Challenges from 2022-03-24T13:00
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In this episode, Rob Taylor talks about his business journey and why that led to Dads In Business. Common issues such as high e...
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Arron Bennett: Profit First and Tax Planning for Large Companies from 2022-03-17T13:00
Show Summary
Charge more and get paid for your expertise.
This is what our guest, Arron Bennett, has been doing in his business: he charges more...
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David Richter: Profit First for Real Estate Investing from 2022-03-10T14:00
"Cash is not king; cash flow is not king; CASH FLOW MANAGEMENT IS KING."
In this episode, David Richter shares his inspiration behind his new book, Profit First for Real Estate ...
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Seth Fineberg: Top Challenges in the Accounting Profession and AccountingWEB Live Summit from 2022-03-03T14:00
Show Summary
Has anyone ever tried to get out of a job or a career path, but just couldn't do it? Seth definitely has! He's tried to get out of account...
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Kim Hickey: How Profit First Helps Their Clients and Why They Believe In It from 2022-02-24T15:12:48
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There's a massive difference in implementing Profit First just by knowing the book versus directly working with a Profit First Profe...
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Damon Yudichak: Profit First for Real Estate Agents from 2022-02-17T14:00
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Damon Yudichak just released his Profit First for Real Estate Agents book on January 25th, 2022. In today's episode, he will be sharing wh...
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Paul Mackiewicz: Zero Moment of Truth (ZMOT) - How Your Online Presence Impacts Buying Decisions from 2022-02-03T14:00
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Michael Buzinski: Digital Marketing for Accounting Firms from 2022-01-27T14:00
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Edward Mendlowitz: Managing an Accounting Practice from 2022-01-21T16:00
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Join us for a conversation with our guest Edward Mendlowitz, CPA, Emeritus partner Withum, where he explains for us why staffing is the most cri...
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Getting Lifetime Value from Your Clients with Mark Coudray (Best Of Episode) from 2022-01-13T14:00
Show Summary
In this "best of" episode, "The definition of a client is someone that puts themselves under your protection." says our guest Mark Coudray, who shares his methods for turni...
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Jeremie Kubicek: Unlocking the Potential of People from 2022-01-06T14:00
Show Summary
“The best leaders in the world fight for the highest good of those they lead.”
So says Jeremie Kubicek, Founder and Executive Chairman of GiANT, a tec...
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Sarah Delevan: Implementing Profit First in Food Businesses from 2021-12-30T16:00
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Carl Reader: Scaling Up from 2021-12-23T15:00
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Neil Osborne: "Spendsuasion:" A New Approach to Helping Clients Buy from 2021-12-16T14:00
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Cory Klippsten: Bitcoin and Personal Finance from 2021-12-09T14:00
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Leslie Liondas: How Clockworking My Business Has Changed My Life from 2021-12-02T14:00
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Leslie Liondas, CPA, is with us to tell us about how she implemented Clockwork strategies in her business to improve efficiency--and how you can, too!
Melanie Power: Helping Women Achieve Financial Independence and Security from 2021-11-25T21:00
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Join us as we talk with Melanie Power about helping women achieve their financial goals. We discuss:
- The biggest obstacle to financial independe... Listen
Christine Nicholson: Building Your Business So You Can Sell It from 2021-11-18T14:00
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Exit and succession planning specialist and author of the upcoming book SELL IT Christine Nicholson joins us to share her expertise on how to ...
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Tom Schwab: Updates on Podcasts and Podcasting from 2021-11-11T14:00
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Tom Schwab shares how things have changed in the podcast environment in the past few years and why podcast interview marketing has become the next gold rush...
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Shawn Parikh: How Offshoring is Accelerating and Transforming Accounting Firms on a Variety of Levels from 2021-11-04T13:00
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"The customers or clients should always have the best experience."
In this episode, Shawn Parikh shares how...
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Erika Segal: The Importance Of Customer Service In Accounting from 2021-10-28T13:00
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At the end of the day, we find that most accounting professionals do their work as expected, but what keeps clients coming back is the ease, customer service...
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Scott Allen and Maria Soriano Young: Online Presentations from 2021-10-14T13:00
Show Summary
Ninety percent of the success of your presentation is from the preparation.
In this episode, Scott and Maria talk about what the pandemic has done to ...
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Giovana (Gigi) Bier: How Creatives and Innovators Can Step Out of the "Starving Artist" Mindset by Leveraging Profit First in Their Businesses from 2021-10-07T13:00
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In this episode, Gigi Bier talks about why people struggle with their values and desires.
She also discusses some mistakes she has seen people working...
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Joe Woodard: Scaling New Heights 2021 from 2021-09-30T13:00
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This October, UNSTOPPABLE is the theme for Scaling New Heights 2021 to celebrate how unstoppable the professionals are and...
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Geraldine Carter: The Reckoning Accountants and Bookkeepers are Facing with Automation from 2021-09-23T13:00
Show Summary
"Strategy is more important than compliance."
In today's episode, Geraldine Carter discusses the strategies to approach different automation or techno...
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Adi Maor Siso: How to Grow Your Business by Understanding the Client's Mindset from 2021-09-16T13:00
Show Summary
Mindset is the most critical facet of success and failure.
People tend to...
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Dr. Julie Woods: Journey to Becoming a Financially Literate Business Owner from 2021-09-09T13:00
Show Summary
Being involved in the accounting and bookkeeping side of your business is significant.
In this episode, Dr. Julie Woods shares her discoveries in her ...
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Nicole Bendig-Lamb: Profit First for a Cake Business from 2021-09-02T13:00
Show Summary
Work your passion.
Nicole Bendig-Lamb followed her passion for creating cakes and educating people through being a cake business coach.
In this...
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Jonathan Tuttle: Digital Marketing from 2021-08-26T13:00
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How do you market your business?
In this episode, Jonathan Tuttle shares how and where someone gets started in social media marketing.
Listen t...
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Matt Plumer: How to Overcome "Bad Habits" and Start Making Them Good from 2021-08-19T13:00
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Did you know that it's possible to use your weakness as your strength in serving your purpose?
In this episode, Matt Plumer shares his journey talking...
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Tatiana Tsoir: Price Psychology or Tax Reduction from 2021-08-12T13:00
Show Summary
In this episode, Tatiana answers the question, why do people underprice themselves?
She also shares the strategies on determining price and providing ...
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Scott Reib: Shatterproofing Your Business from 2021-08-05T13:00
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Do you know how to shield your business? Listen to this podcast now!
In this episode, Scott Reib discusses the meaning of "shatterproofing" your busin...
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Greg Winteregg: Hiring To Replace Yourself from 2021-07-29T13:00
With deep sadness, we bring you this episode with Greg Winteregg, who passed away on July 13th, 2021, shortly after we recorded this GMAP podcast.
He leaves behind an incredible legacy th...
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Andy Cagnetta, Jr.: Business Sales, Mergers&Acquisitions from 2021-07-22T13:00
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In this episode, Andy Cagnetta talks about how to prepare a business for sale. Keeping decent books and records and not reducing mysterious inventory levels ...
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Perry Jeffries III: Financial Planning and Retirement Planning from 2021-07-15T13:00
Show Summary
Perry Jeffries shares in this episode how he has been able to grow his book of business leveraging the Profit First methodology (Financial Planning using Pro...
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Ben Golden: Diversified Tax Planning, Resolution, Growth Through a Merger from 2021-07-08T13:00
Show Summary
"Always look forward. The reason why a windshield in a car is as big as it is and the rearview mirror is so small is because of the imminent danger in front ...
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Ciara Stockeland: Profit First for Retail from 2021-07-01T13:00
Show Summary
In this episode, Ciara Stockeland shares her entrepreneurial journey - from selling rocks in the front yard to selling a business.
To compete, you hav...
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Tara Newman: The EMS Framework from 2021-06-24T13:00
Show Summary
In this episode, Tara Newman shares what EMS (Energy, Mindset, and Strategy) Framework means and how it works.
The difference between how men and wome...
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Dr. Mick Kling: How Profit First Has Impacted The Lives and Practices In The Eye Care Community from 2021-06-17T13:00
Show Summary
In this episode, Dr. Mick Kling shares how he was introduced to the Profit First methodology and how it transformed his optometry practice.
He also sh...
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Clint Pulver: Employee Retention from 2021-06-10T13:01:13
Show Summary
In this episode, Clint Pulver talks about why management is the main reason why employees leave and why mentorship is the reason why employees love their job...
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Kimberly Ransom: Profit First For Sports from 2021-06-03T13:00
In this episode, Kimberly Ransom shares about her area of expertise: sports membership clubs. She also talks about how COVID affected the industry and how accountants can better serve the player...
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Barbara Schreihans: How to Start or Manage Your Business During the COVID Pandemic from 2021-05-27T13:00
In this episode, Barbara Schreihans talks about how she markets her business in social media - solely focusing on one platform - and stays consistent. She also shares some of the reasons why peo...
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Susanne Mariga: "Profit First For Minority Business Enterprises" from 2021-05-20T13:00
Having drive, passion, and perseverance pays off.
In this episode, Susanne Mariga, a Certified Profit First Professional (Mastery Level), shares her inspiration for writing her new book "...
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David Richter: Becoming the Authority in Your Space from 2021-05-13T13:00
In this episode, David Richter shares his burning desire to provide a lot of value to people as they get started on becoming an authority in their space.
He also talks about why it is imp...
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Bill Flynn: How To Take the Guesswork Out of Growth from 2021-05-06T13:00
In this episode, author, coach, and entrepreneur Bill Flynn shares the reasons why businesses go out of business. He also talks about the principles of company growth - team, systems, and cash.<...
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Brian Gregory: How to Find the Emotion That's Necessary to Sell from 2021-04-29T18:36:31
Most of the time, people buy based on emotion and not on logic. You have to understand the emotions that make people buy. The companies that know their emotional formulas are doing way better th...
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Tom Hine: The Art of Business Acquisitions from 2021-04-22T13:00
In this episode, Tom Hine shares some typical deal structures or multiples that accounting firms are paying to acquire other accounting firms. He also shares what percentage of accounting firms ...
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Catherine Morgan: Building an International Financial Coaching Business from 2021-04-15T13:00
In this episode, Catherine Morgan shares how understanding our relationship with money is the key to unlocking income ceilings that prevent you from growing profits in your business.
She ...
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David Lorenzo: How Business Development and Revenue Growth Works for CPAs from 2021-04-08T13:00
In this episode, David Lorenzo talks about why networking is the “fool’s gold” of marketing, how to get new clients with no marketing budget, and how marketing a service-based business is differ...
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Rocky Lalvani: How You Can Achieve Your Dreams by Leveraging Podcast from 2021-04-01T13:00
In this episode, Profit First Professional Coach Rocky Lalvani discusses how to use podcasts as marketing system. Get prospects to listen to you, start to love you, and want to work with you eve...
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Amira Alvarez: How To Forge Authentic, Mutually-Beneficial Connections from 2021-03-25T13:00
In this episode, guest Amira Alvarez shares how to forge authentic, mutually-beneficial connections which can help you achieve your personal and professional goals using The Impression of Increa...
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Andrew Jordon: Ways to Serve Clients Online from 2021-03-18T13:00
In this episode, Andrew Jordon talks about the regular cadence of accountants' conversations with clients. He also discusses valuing advisors' conversations with clients and how those firms whic...
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Rob Brown: Winning Business in Tough Times from 2021-03-11T14:00
In this episode, Rob Brown shares how to build your practice when time is working against you not only during this pandemic but also with the rise of Artificial Intelligence.
During the p...
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Moshe Amsel: Leading an Industry Through Change from 2021-03-04T14:00
Show Summary
Moshe Amsel discusses in this episode how the market shifts: Is the shift incremental and slow - even though it's constant - and therefore unnoticeable, or do we see it as ...
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Megan Hale: Having a Successful Affiliate Course Launch from 2021-02-25T14:00
In this episode, Megan Hale shares that a successful affiliate course launch is led by delivering high value, showing up as if your audience is already a paying client, and generating buzz or ce...
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Mark Coudray: The Role of Gross Margin Timing on Profitability from 2021-02-18T14:00
Mark Coudray is a Mastery Profit First Professional and a well-known business coach recognized for some pretty remarkable profitability results for his clients. In this episode, Mark shares his ...
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Michael Roderick: How to Create a Referable Brand from 2021-02-11T14:00
In this episode with Michael Roderick, we learn how to get people talking about you and your ideas - in a good and positive way! - when you're not in the room through these five points:
Jack Tompkins: Transforming Accounting Reports Into Visual Dashboards from 2021-02-04T14:00
Pineapple Consulting Firm, owned by Jack Tompkins, helps analyze and visualize data for small business owners that don't have the resources to easily dive into their numbers. Jack shares in this...
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Shane Lukas: How to Guarantee a Sustainable £$€1million + Practice on a 3-Day Work Week from 2021-01-28T14:00
Many accountants are working silly hours but for insufficient reward, believing it’s the only way, straining relationships at home, their health & their lifestyle and STILL not serving their cli...
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Mo Bunnell: Business Development Habits from 2021-01-21T14:00
Helping you grow your business audience by starting with great business development habits is what Mo Bunnell shares in this episode. Creating a system on business development and focusing on wh...
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Craig Minter: Cashflow Forecasting with Profit First from 2021-01-14T14:00
Show Summary
Craig Minter has a strong awareness that cash flow is the number one issue facing most small businesses. And therefore shows the clients he works with how si...
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Joshua Massoud: Helping Your Clients' Cash Flow With Tax Credits from 2021-01-07T14:00
Show Summary
Tax liability payments are a major source of cash outflow in a profitable business...unless you know how to mitigate tax liabilities without sacrificing profits. In this ep...
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Darren Cioffi: Simpler Is Better - My Prosperity Tree from 2020-12-31T14:00
Show Summary
Helping your clients run their businesses better doesn't have to be hard. In fact, a simplified approach is usually the best. In this episode, Darren Cioffi shares the insi...
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Ariel Averbuch: Mar-CARE-ting - Marketing Aligned With Your Values from 2020-12-24T14:00
Show Summary
You know you need to market and sell in order to stay in business, but how can you do that without being salesy or manipulative? With mar-care-ting! Today's guest, Ariel Av...
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Lee Manning: Implementing Advisory Services In a Large Firm from 2020-12-17T14:00
Does implementing advisory services and scaling them in your large accounting firm seem like an insurmountable challenge? Does getting buy-in from your partners seem impossible? In this episode,...
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Shahram Zarshenas: Do You Really Need a Workflow System? from 2020-12-03T14:00
Do you really need a workflow system for your accounting practice? Today's guest, Shahram Zarshenas of Financial Cents, shares why a workflow system and software is vital to your success...regar...
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Vipul Sheth: Co-Authoring Your Client's Story from 2020-11-26T14:00
What if your goal as an accountant is not solely to give your clients a history lesson on their business's finances? Today's guest, Vipul Sheth of AdvanceTrack Outsourcing, shares why he believe...
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Amber Dugger: How To Use YNAB With Profit First (Best Of Episode) from 2020-11-19T14:00
In this "best of" episode, Amber Dugger talks about how you can use the cash flow tool YNAB (You Need a Budget) to help your clients with their Profit First implementation! Amber also explains h...
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Alyssa Dillon: How to Stand Out (Best Of Episode) from 2020-11-12T14:00
Are you frustrated with not being able to stand out in a sea of virtual coaches and accountants? In this "Best Of" episode, our guest Alyssa Dillon shares her story and explains how she uses aut...
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Gary DeHart: Business Development and Leadership from 2020-11-05T14:00
What does it mean to be an effective leader in an accounting practice? How can you become a better leader? Gary DeHart shares his insights and strategies for leading and empowering your team. He...
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Peter McCarroll: Running a Global Practice from 2020-10-29T13:00
Thanks to technology, your customers don't have to live in the same town - or even on the same continent - as you. From work schedules to must-have tech tools to building an international team y...
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Juanjo Cervantes: Throughput Accounting from 2020-10-22T13:00
Throughput accounting, based on the theory of constraints, is an easy way for non-financially-minded business owners to understand their business's numbers and profitability. Juanjo explains how...
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Randy Johnston: Technologies To Improve Profitability from 2020-10-08T13:00
Technology is key to your business's profitability. From accounting automation to CRMs to financial metric reporting tools that help your employees self-manage, Randy Johnston shares the must-ha...
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Paul Davis: More Confidence, More Revenue from 2020-10-01T13:00
Paul Davis shares his thoughts on how to build confidence and see your revenue grow.
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Ilse Dieltjens: Financial Coaching from 2020-09-24T13:00
Ilse Dieltjens shares her experiences with entrepreneurs, looking to help ambitious business partners take their dreams to the next level. Her mission:...
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Liz Szporn: Supporting the Entrepreneur's Journey from 2020-09-17T13:00
Liz Szporn became a Profit First Professionals Homebase Guide in December of 2019. Liz shares her story of what led her to PFP and how she supports the entrepreneur's journey.
Co...
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Shawn van Dyke: Profit First for Contractors from 2020-09-10T13:00
Profit First Professional and author of Profit First for Contractors, Shawn van Dyke creates confident construction business owners through on-demand training and coaching programs so t...
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Barb Stackhouse: Profit First for Dentists from 2020-09-03T13:00
Barb is the founder & owner of More to Life Coaching delivering the premier program, Profit First for Dentists. Her clients keep more money in their pockets, allo...
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Lisa Campbell: Profit First Canada is in the House from 2020-08-20T14:00
Lisa Campbell serves entrepreneurs and small business owners to grow their businesses, PROFITABLY. Now, Lisa is heading Profit First Professionals in Canada and shares her journey since joining ...
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Liston Witherill: How to Build the Confidence and Systems to Win Clients from 2020-08-13T15:00
Liston Witherill aims to help professional services firms build the confidence and systems they need to win the business they know they should. He is on a mission to help 100M people become worl...
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Stephen Halasnik: A Line of Credit...Just in Case from 2020-08-06T13:00
Stephen Halasnik shares his wealth of experience in starting and growing businesses. Stephen discusses the impacts of borrowing for small businesses, PPP loans and alternative financing and line...
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Martin Bissett: The Leading Edge Ladder from 2020-07-30T13:00
Martin Bissett shares the path forward for small businesses during and after the COVID crisis. Martin discusses how to wade through the misinformation and position yourself as an expert and some...
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Wendy Nguyen: Innovation Through Imagination from 2020-07-23T13:00
Consultants thrive by finding their "lane" and choosing a niche, doing so through innovation. Wendy Nguyen shares how to implement the necessary strategies and ho...
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Alison Lukin: Using Social Media to Tell the Story of Your Business from 2020-07-16T13:00
Working hand in hand with publicists, managers, and small businesses, Alison Lukin has gained a firm knowledge of what it takes to make marketing materials outstanding. Alison shares how to stan...
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April Stroink: Turn Your Practice Around...in 48 Hours from 2020-07-09T13:00
Ever send an email and immediately think, "Oh, no..."? April Stroink shares how she was able to adapt her business to online training during the current economic downturn and how a failed "bomb-...
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Alan Stein: Raise Your Game from 2020-07-02T13:00
What makes the best.... the best? It's what they do when no one is watching. Alan Stein shares how to master the "unseen hours" and raise your performance in your business.
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Danielle Mulvey: Introducing the Profit First Nation Podcast from 2020-06-25T13:00
Danielle Mulvey, host of the newly launched Profit First Nation Podcast, joins us to discuss the launch of the show and how she has been developing a community for the top 17% of entrepreneurs w...
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Femke Hogema: The Profit Advisor from 2020-06-18T15:30
Since 2017, Femke Hogema has focused on training accountants and bookkeepers to become Profit Advisors (through PFP Netherlands) - Femke, loves to teach clients to build financially healthy and ...
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Cyndi Thomason: Profit First for E-Commerce Sellers from 2020-06-11T13:00
Cyndi Thomason shares how you can transition from a sole practitioner to a sizeable practice and how we can find the freedom you've been looking for, running your own business. Cyndi discusses h...
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John Briggs: Profit First For Microgyms from 2020-06-04T13:00
John Briggs is a longtime Profit First Professional member who has had extraordinary success and is wishing to divulge some of his insights and strategies for others to follow. John takes listen...
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Todd Robinson: Artificial Intelligence and Machine Learning from 2020-05-28T13:00
In the 4th industrial revolution, the next big wave in technology is that of the Intelligent Account. Todd Robinson shares how Vic.ai is pioneering a true AI platform to provide the first-ever A...
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Chandra Bhansali: What Has Happened to the Soul of the Accounting Profession? from 2020-05-21T13:00
It is up to accounting professionals to fully restore the profession's relevance by taking back control of core services. Chandra Bhansali shares how you can best serve your client's needs by fo...
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Tristan White: Building a High Performing Team from 2020-05-14T13:00
We spend a large part of our lives working, so we have to find a way to enjoy it. Tristan White shares his system for building a great place to work, teaching business owners the repeatable step...
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Mary Pierce: Moving to an Abundance Mindset from 2020-05-07T13:00
Stop undervaluing yourself and free up the time you spend worrying about the small things, to instead focus on helping the clients that you want to serve. Mary Pierce shares how moving to an "ab...
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Mark Coudray: Developing Your Niche from 2020-04-30T13:00
Are you trapped in the seasonal cycle of feast or famine? By the time tax season is over, are you completely burned out and ready to throw in the towel? Mark Coudray shares what accountants and ...
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Whitney Owens: Making a Profit and Managing a Business, While Staying True to Your Faith and Values from 2020-04-23T13:00
Whitney Owens shares how private practice owners can learn to start, grow, and scale their private practice from a faith-based perspective. One does not have to feel guilty about making money - ...
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Debra Angiletta: Close More Sales and Get Paid Your Worth from 2020-04-16T13:00
If you are in business, you need to own what you do - you are the expert and be that person to get clients and yourself to win. Debra Angiletta walks listeners through the six steps to having an...
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Ean Price Murphy: What You Need to Know to Work with Creatives from 2020-04-09T13:00
Ean Price Murphy shares how she uses profit-focused bookkeeping and advising to take the fear and frustration out of our financials, specifically when working within creative industries and with...
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Joe Woodard: The Art of War for Accountants and Bookkeepers from 2020-04-02T16:00
In this Bonus episode of the Grow My Accounting Practice Podcast, Joe Woodard shares, how to use the Art of War to respond to the COVID-19 crisis.
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Grant Baldwin: The 5-Step Road Map to Starting and Scaling a Speaking Business from 2020-04-02T13:00
Have you thought about speaking in front of an audience and sharing your expertise, but not sure where to start? Grant Baldwin has the tools and resources to help you grow your impact and as a r...
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Frank DeBenedetto: Profit First in a Start-Up (3 Years Later...) from 2020-03-26T15:00
Frank DeBenedetto shares his story and experiences, three years after starting his newest venture and how his company are successful, making good money and have m...
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Donnie Tuttle: Purpose Based Productivity from 2020-03-19T13:00
Donnie Tuttle shares why he believes that every human being has the capability to live a life that is sustainable and enjoyable, through "Mapping Your Epic Purpose Quests," a method to find purp...
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Angie Noll: Achieve Financial Stability and Order from 2020-03-12T13:00
Angie Noll shares her journey with Goldman Sachs 10,000 Small Businesses Program, how women raise capital, offshoring and tying that all in as a Mastery Profit First Professional.
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Ryan Lee: Build Communities, Build Your Brand - What's Your Vibe? from 2020-03-05T14:00
A community is a client and prospect base that is more than buying from you, they are engaged in multiple ways. Ryan Lee shares the process to build a community that thrives with your branding.
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Erin Longmoon: Recruit the Employee You've Always Wanted from 2020-02-27T14:00
The world's greatest employees are ready, willing and able to work for your business, the key is finding them. Erin Longmoon shares the special CULTURE technique for finding and keeping the best...
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Liz Dobrinska: Branding, Done the Effective Way from 2020-02-20T14:00
What makes you, you? That's exactly what your prospects and future clients want to know, and the only way they are going to be able to learn it, is through an effective brand. Liz Dobrinska of I...
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Debra Cassera: Focus on a Niche and Attract Clients from 2020-02-13T14:00
Debra Cassera picked a niche 12 months back and as a result her business is in its best position ever. Learn how to pick a niche, attract clients and dictate higher prices.
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Joe Sanok: Optimizing Your Consulting and Advisory Services from 2020-02-06T14:00
Joe Sanok shares the steps to optimizing your firms offering. Learn the language of your community, speak directly to them and get their feedback. All of that can be done through podcasts. Learn...
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Donna Leyens: Create the Business you Envision from 2020-01-30T14:00
If you think you can, you can. The problem is actually believing yourself. In other words, confidence. Donna Leyens, the President of Pumpkin Plan Your Biz, shares an actionable plan to building...
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Marty McCutchen: Transforming Your Traditional Accounting Practice to a Tax Planning Firm from 2020-01-23T14:00
Transforming your accounting firm is doable but not easy. Discover how Marty McCutchen moves from traditional accounting to a tax planning firm (and how his life changed as a result).
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Brad Martineau: Automatic Client Journey™ and Creating a Happy Client Factory™ from 2020-01-16T14:00
You can put your client's journey on automatic, and both they and you will be grateful that you did. Brad Martineau the Chief Baller at Sixth Division details the process.
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Rhamy Alejeal: Stop Pushing Paper and Start Prioritizing People from 2020-01-09T14:00
Have you considered automating your HR process and unifying your employee experience? Rhamy Alejeal shares the HR strategies and systems that lead to People Processes that you can use in your bu...
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Jon Tegeler: Best Compliance Practices When Hiring Contractors & Vendors from 2020-01-02T14:00
A lot goes into making sure you and your clients are compliant with the IRS and other government agencies. Jon Tegeler shares the best compliance practices when hiring contractors and vendors, o...
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Chris Burns: Protecting Your Practice from Cybercrimes from 2019-12-26T14:00
If you think just because you have a smaller practice, you're safer than others from cybercrimes, think again. As a matter of fact, small and midsize businesses are often easy targets for cyber-...
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Geni Whitehouse: Better Data Backup Solutions from 2019-12-19T14:00
What if you started your day only to discover all your work was lost? Sadly, it happens. Geni Whitehouse shares the importance of data backups (especially on the cloud) and how simple it is to i...
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Ken Bostrom: The Language of Color Accounting from 2019-12-12T14:00
What if accounting wasn't about numbers but about colors? That's right! Ken Bostrom shares a whole new way to teach and explain accounting using colors. Your clients are about to understand acco...
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David Leary: Creating Efficiencies with Data Capturing from 2019-12-05T14:00
What if the data entry you need to do, was done for you... automatically? David Leary shares strategies on how tools like AutoEntry do the work for you, allowing you to focus on the high level,...
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John Ruhlin: Building Client Relationships Through Gifts from 2019-11-28T14:00
John Ruhlin is the author of Giftology, a system that generates referrals without the need to ask. John walks us through the simple steps in the process so that you too can land opportunity aft...
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Laura Elkaslassy: The Profit First Experience in Australia from 2019-11-21T13:00
Profit First works in any country, for any currency, and within any accounting system. Laura Elkaslassy shares how Profit First works in Australia, and some lessons you can use in your country, ...
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Designing Your Firm for Success with Chris Farrell from 2019-11-14T14:00
The key to achieving what you want is by shifting into design mode. But there are roadblocks and traps along the way: security concerns, profit concerns. scalability concerns. Chris Farrell exp...
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Creating AR Flow with Matt Darner from 2019-11-07T14:00
You don't make money until you have money. Discover how to bring process to your A/R collection and make it an established workflow, instead of a sporadic response to problems. Matt Darner of C...
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Creating a Consultative Firm with Holly DeVito from 2019-10-31T13:00
You've heard it a million times: You need to make your firm consultative. But you hear it from outside experts. What if someone that did it themselves shared their insights? That's exactly what ...
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Raising Rates without Losing Clients with Loren Fogelman from 2019-10-24T13:00
You need to raise your rates. You know that. But can you raise your rates without losing clients? Loren Fogelman says you can and shows us how, on this episode of the Grow My Accounting Practic...
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Recapturing Your Money with Geraldine Carter from 2019-10-17T13:00
There is a lot of money sitting in plain sight in your business. Geraldine Carter joins us to explain how you can rapidly reveal money to your firm that, in fact, is already there. Listen in o...
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Profit First in Latin America with Joey Levy from 2019-10-03T13:00
Joey Levy is a Profit First Professional who took Profit First to Panama. He tells us what's going on in Latin America, how he's growing his business and how you can apply this anywhere on the g...
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Working with Financial Advisors to Grow Your Practice with Mark Mersman from 2019-09-26T13:00
The relationship you have with your financial advisor is key, and important for your business' growth. Mark Mersman is here to tell us specifically how accountants and bookkeepers can build thos...
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Kind Communication with Elizabeth Barry from 2019-09-19T13:00
This week's episode is all about kind communication. Elizabeth Barry is here to discuss how to speak directly but kindly. Find out how it will win you business and make you happier, on this epis...
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Being your You-est You with Julie Reisler: Ep. 216 from 2019-09-12T13:00
The most successful businesses have CEOs who are integral to themselves. Become the you-est you. Julie Reisler explains the steps on this episode of the Grow My Accounting Practice Podcast.
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Mastering Persuasion with Bushra Azhar: Ep. 214 from 2019-08-29T12:00
Get ready for a mind-bending, perhaps somewhat crazy episode on mastering persuasion. There are 8 switches you can trigger at any time to be more persuasive than ever before. Our guest Bushra Az...
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The Fast Forward Mindset with David Schnurman: Ep. 213 from 2019-08-22T13:00
If you want to be more fearless and more focused, if you want your business to grow, it’s all about achieving a fast forward mindset. You can get better results faster by shifting your mind. To...
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Vital Metrics for Your Business with Kim Logsdon: Ep. 212 from 2019-08-15T13:00
There are certain vital metrics that every business depends on: Your business and your client’s businesses, but you’ve got to make sure you pick the right ones. Kim Logsdon joins us for today’s ...
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Introducing Processes to Your Business with Rhamy Alejeal: Ep. 211 from 2019-08-08T13:00
Just like the chicken and the egg, what comes first? Profit or People? That’s what you’re about to learn from Rhamy Alejeal: How to introduce process to your business, and have your people and ...
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Streamline Your Business and Enhance Your Efficiency with Adrienne Dorison: Ep. 210 from 2019-08-01T13:00
On this "best of" episode we talk with Adrienne Dorison. We'll discuss the best ways to streamline your business to increase your efficiency and profitability. If your business' growth has plate...
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Financial Metrics to Measure with Barry Moltz: Ep. 209 from 2019-07-25T13:00
When it comes to looking at the financials, many small business owners stick their head in the sand. Let's face it. It can be scary. But what you may be doing is avoiding certain data that co...
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Navigating the New Landscape of Bookkeeping with Gabrielle Fontaine: Ep. 208 from 2019-07-18T13:00
Technology is shifting the direction of the bookkeeping and accounting professions. Gabrielle Fontaine joins us to discuss the disruptive changes that bookkeepers and accountants are experiencin...
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Getting Lifetime Value from Your Clients with Mark Coudray: Ep. 207 from 2019-07-11T13:00
"The definition of a client is someone that puts themselves under your protection." says our guest Mark Coudray, who shares his methods for turning customers into clients. Learn how to identify ...
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Recruiting Great Talent with Peter Laughter: Ep. 206 from 2019-07-04T13:00
The number one way to get your firm to run on automatic is to replace yourself with talented, capable people who you can afford. Peter Laughter of Spartoi Group shares the system to do just that...
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Transitioning to a Modern Bookkeeping Practice with Jaren Nichols: Ep. 205 from 2019-06-27T13:00
Transitioning to a modern bookkeeping or accounting firm is easier than you think. And you can do it in small steps. You won't believe the easy, yet powerful first step our guest, Jaren Nichols,...
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A Profit First Perspective with Mercedes Troy Ballard: Ep. 204 from 2019-06-20T13:00
The Profit First cash management methodology can be transformative and life changing. Troy Ballard shares how she has embraced it as a "thriving" mindset, on this episode of The Grow My Accounti...
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The Value of Your Services with Dominique Molina: Ep. 203 from 2019-06-13T13:00
One of the best things you can do for your business is to take a step back and define your offerings, which in turn defines your value. Dominique Molina is here to explain how to finally get pai...
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Approachable Accounting with Mike McDerment: Ep. 202 from 2019-06-06T13:00
Countless lessons on growing an accounting practice from the guy who has grown the second largest accounting software platform: Freshbooks. We are excited to welcome Mike McDerment on this episo...
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Workflow Management with David Cristello : Ep. 201 from 2019-05-30T13:00
A business lives or dies by its ability to deliver on its promises, consistently. David Cristello explains how workflow management can make or break your practice on this episode of The Grow My ...
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Utilizing Artificial Intelligence in Your Business with Ben Ross : Ep. 200 from 2019-05-23T13:00
You've heard the lingo: terms like Natural Language Generators and Image Generators. Artificial Intelligence is fascinating stuff! It's moving into seemingly every aspect of business, and the b...
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Navigating Explosive Growth in Your Business with Matt Soful : Ep. 199 from 2019-05-16T15:00
If your business is experiencing rapid growth, you're doing something right. However, it can't be ignored that rapid growth introduces its own set of challenges too. Matt Soful joins us to explo...
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Building Better Banking Relationships with Greg Martin : Ep. 198 from 2019-05-09T15:00
Is dealing with your bank a headache? Is your relationship with your banker almost adversarial? Greg Martin joins us to help you define and pinpoint the necessary qualities of banks and bankers ...
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Building a Sales Pipeline with Aimee LaLiberte: Ep. 197 from 2019-05-02T15:00
Many people miscalculate the needs of their new business by focusing on perfecting their logo, the office furniture or their website. Aimee LaLiberte explains how leveraging your network and get...
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How To Make Payroll a Profit Center for Your Accounting Firm with Tyler Winn : Ep. 196 from 2019-04-25T15:00
Many accountants don't think to offer payroll as a core service, and payroll is added on as an afterthought. Tyler Winn shares with us how you can best incorporate payroll into your service off...
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Cash Flow Solutions with Stephen Halasnik: Ep. 195 from 2019-04-18T15:00
For most entrepreneurs, the number one worry that will creep up time and time again revolves around cash-flow. Stephen Halasnik explains how obtaining the right line of credit could be the safet...
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Delving Into Self Learning Software with Marcus Mantere: Ep. 194 from 2019-04-11T15:00
Artificial intelligence in the form of self learning software is coming to every industry, but accountants will be early adopters. Marcus Mantere explains how self learning software programs co...
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Making the Leap to the Consultative Model with Lisa Campbell: Ep. 193 from 2019-04-04T15:00
First things first: What do you really need to know, and more importantly, do, before you take on the consultative role for your clients? Lisa Campbell shares the process on this episode of Th...
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Exploring Advisory Services with Tracy Jepson: Ep. 192 from 2019-03-28T14:00
Are you really ready for advisory services? Tracy Jepson made the leap to advisory services and shares the do's and don'ts of the experience. Find out if you're ready on this episode of The Grow...
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How to Stand Out with Alyssa Dillon: Ep. 191 from 2019-03-21T14:00
Are you frustrated with not being able to stand out in a sea of virtual coaches and accountants? Our guest Alyssa Dillon shares her story and explains how she uses authenticity to build relation...
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Overcoming the Barriers with Joe Woodard: Ep. 190 from 2019-03-14T13:00
You can be more than a trusted advisor to your clients. You can be a transformative advisor. Our guest, Joe Woodard will walk us through the steps to overcoming the common barriers you may be f...
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