Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
A fun show dedicated to accounting, bookkeeping, and coaching firms looking to grow their practice, stand out from the competition and help their customers even more.
Episodes
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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 h...
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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 guesswork to financial clarity and sus...
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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 replac...
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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, En...
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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 distributing content that positions pr...
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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, ...
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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 walk...
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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, Wal...
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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 busin...
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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 intro...
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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...
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