Our podcast series will help you stay at the top of your professional game
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Getting bookkeeping and accounting knowledge to the younger generation.
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
Mike Michalowicz
A show dedicated to accountants and bookkeepers who are looking to grow their practice. We deep dive into both the theory and the exact steps you need to grow your practice in the way you always dreamed. You will learn marketing, sales, hiring, management, pricing... everything it takes to scale a practice. The one thing we don’t talk about are accounting skills. You already have those. What we do is give you business skills.
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An educational podcast to teach you about how taxes affect your business and personal lives and how to lower your tax bill. Taxes affect every area of life, from buying a house, trading stocks, trading NFT/Crypto currency, operating a business, and even giving birthday gifts. We are here to help you understand the complexities of the tax code. Disclaimer: The purpose of this podcast is for educational purposes. Please consult with your accountant, financial advisory and other resources befor ...
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Online accounting software pros & cons
16:22
16:22
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16:22
Alright, folks, listen up! This episode is a must for all you business owners and bookkeepers out there, because we're diving deep into the realm of online accounting……software! It's a game-changer, sure, but before you jump on the bandwagon, let our resident bookkeeping mensch, Paul Rosenblum, walk you through the ups and downs of each option. Wit…
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Maddie Craig: Building the Brand of YOU
30:22
30:22
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30:22
Show Summary In today's episode of the Grow My Accounting Practice Podcast, we're thrilled to welcome Maddie Craig, the founder of Blue Cypher Bookkeeping, as our special guest. Maddie shares invaluable insights on being the ultimate brand ambassador for your business, emphasizing the importance of exuding confidence and pride in what you do. She h…
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Jonathan Bello: How to Build Strong Accounting and Bookkeeping Teams
33:10
33:10
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33:10
Show Summary In today's episode of the Grow My Accounting Practice Podcast, we are joined by Jonathan Bello, the Founder/CEO and Principal Accountant of One 8 Solutions. Jonathan shares invaluable insights into building a successful team through effective hiring and onboarding strategies. Firstly, Jonathan delves into the hiring talent roadmap, emp…
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April Stroink: A Coaching Journey of Resilience and Success
37:14
37:14
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37:14
Show Summary In today's episode of the Grow My Accounting Practice podcast, we have the privilege of hosting April Stroink, whose journey from what she describes as her worst year to possibly her best year in coaching is nothing short of inspiring. April's resilience and determination have shaped a compelling narrative that we believe holds valuabl…
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Audit-Free Bookkeeping Tweaks
12:35
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12:35
In the midst of tax season, our resident bookkeeping mensch, Paul Rosenblum, delves into three crucial small business bookkeeping adjustments to make sure you avoid IRS scrutiny. Through three case studies, he addresses careful business shifts in payroll, company to company transfers, and intercompany transactions. Emphasizing his personable approa…
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Sarah Webb: Working with Licensed Professionals
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33:55
Show Summary In today's insightful episode of the "Grow My Accounting Practice Podcast," we welcome Sarah Webb, who sheds light on strategic approaches to targeting licensed professionals. Sarah delves into her experience and expertise, addressing key questions like, "How did she successfully target licensed professionals?" Listeners can expect to …
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Partnership Payout Puzzle
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12:15
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12:15
Ever wondered why partnership distributions sometimes leave partners scratching their heads, wondering where all the money went? Our resident bookkeeping mensch, Paul Rosenblum, delves into the intricacies of managing finances for a landscaping company partnership. He unravels the mystery behind taxable income on K1 forms and the nuances of distrib…
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Andrew Berg: Journey to Modern Accounting Firm
38:12
38:12
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38:12
Show Summary In today's episode of the Grow My Accounting Practice Podcast, we have the privilege of hosting Andrew Berg, CPA, the managing member of Berg Advisors and Lightyear Business Advisors. A trailblazer in the industry, Andrew shares valuable insights into the transformative decisions his firm made, notably abandoning the time-tracking mode…
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Elaine Pofeldt: Building a Million-Dollar, One-Person Business
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36:37
Show Summary Elaine Pofeldt takes center stage on the Grow My Accounting Practice Podcast, shedding light on the intriguing trend of individuals crafting million-dollar, one-person businesses. Throughout the episode, Pofeldt explores the diverse industries where these businesses thrive, offering insights into the unique challenges and opportunities…
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Preparing for the tax season marathon
19:57
19:57
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19:57
Strap on your running shoes so you can train with our resident Bookkeeper Mensch, Paul Rosenblum, for his tax marathon preparation. Discover his methodical process for evaluating and streamlining clients' financial records, akin to pacing for a marathon, emphasizing precision and client engagement as crucial checkpoints along the way. He’s so prepa…
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Deanna Zubrickas: Relay's New Partner Program
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30:31
Show Summary In today's episode of the Grow My Accounting Practice Podcast, we have a special guest, Deanna Zubrickas, from Relay, a dynamic platform dedicated to fostering effective relationships between small business owners and their advisors. Initially launched as a banking platform exclusively for accountants and bookkeepers, Relay has evolved…
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Sue Fulmer: How My Experience at PFP Sets It Apart from My Previous Workplace
38:52
38:52
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38:52
Show Summary In this episode of the Grow My Accounting Practice Podcast, we have a special guest, Sue Fulmer, who currently serves as Ron Saharyan's assistant at the Profit First Professionals Homebase team. Sue delves into her professional background, sharing insights into her significant role during her 17-year tenure at Mars, Inc. As she reflect…
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Hope Blankenship: Small Business Growth and Entrepreneurial Story
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36:03
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36:03
Show Summary In today's episode of the Grow My Accounting Practice Podcast, we have the pleasure of hosting Hope Blankenship, the founder of To the Rescue Bookkeeping. Hope shares her insights on the age-old question for entrepreneurs – does work-life balance truly exist for bookkeepers? As a seasoned professional in the field, Hope dives into the …
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Why is July 31, 2024 a date to remember and possibly cry over? In this episode, our loveable bookkeeping mensch, Paul Rosenblum, takes us on a rollercoaster of emotions as he grapples with the impending retirement of certain QuickBooks Desktop products. That happen on, you guessed it, July 31st this year. Amidst the cheerful buzz from other users, …
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Stacey Seguin: Redefining Rules in Life
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28:37
Show Summary In today's episode of the Grow My Accounting Practice podcast, we dive deep into the transformative journey of Stacey Seguin, a Mastery Certified Profit First Professional. Stacey shares her profound insights on discovering life's purpose and the pivotal role it plays in shaping a successful accounting practice. Through engaging anecdo…
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BTC Spot ETF what’s next for crypto part 2? Price appreciation? Republican support for crypto in 2024?
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Learn about the bitcoin ETF what’s next for crypto investors and why you should get serious about filing your Crypto taxes ASAP
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Dan Richards: PracticeWIN
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24:53
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24:53
Show Summary In today's insightful episode of the Grow My Accounting Practice podcast, we are thrilled to have Dan Richards, the Commercial Director of MyFirmsApp, sharing his insights. Dan emphasizes the crucial need for everyone in the accounting profession to be on the education and nurturing journey, fostering a rising tide effect in the indust…
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As promised, it’s time for our resident bookkeeping mensch, Paul Rosenblum, to update us on the 1099 situation. He specifically addresses the introduction of 1099K forms by third-party payment apps like Venmo and PayPal for transactions over $5,000 starting in 2025. Although this change is still some time away, it’s important to understand the pote…
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Stacy Herman Lang: Acquiring a Book of Business
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29:30
Show Summary In this episode of the Grow My Accounting Practice podcast, we're joined by Stacy Lang, a highly experienced Certified Public Accountant and Mastery Level Certified Profit First Professional based in Phoenix. With over two decades in the field, Stacy unveils the origins of her business, sharing key moments that laid the groundwork for …
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Val Duvick: Bringing Profit to the Creative Space
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31:58
Show Summary In today's episode of the Grow My Accounting Practice podcast, we are excited to welcome Val Duvick, a seasoned wedding photographer turned business coach and certified Profit First Professional specializing in female creatives. With a unique perspective and unconventional, life-centered business strategies, Val challenges the notion t…
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Organizing Your Tax Records
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17:05
It’s organizational time with our overworked Bookkeeper Mensch, Paul Rosenblum. He’s not taking breaks these days but he did make time to share the importance of archiving documents with you in this episode. Remember, the IRS requirement is to retain readable receipts for seven years. But how? In order to show you, Paul explains how he has used bot…
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Melissa Lynn Miranda, CPA: 2023 Top 50 Woodard Accounting Firm
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23:16
Show Summary In this episode of the Grow My Accounting Practice Podcast, we welcome Melissa Lynn Miranda, CPA, founder of Step By Step Accounting—a fully virtual and teaching-oriented accounting and advisory firm recently recognized as a Top 50 Woodard Accounting Firm. Melissa shares invaluable insights on building a systematized business that does…
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Nicole Bendig-Lamb: Baking Your Way To The Top: How to Start & Grow Your Own Home-Based Baking Business
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Show Summary In this riveting episode of the "Grow My Accounting Practice Podcast," we are joined by Nicole Bendig-Lamb, the innovative force behind Snarky Sweet Cake Chick, LLC. Nicole takes us through her entrepreneurial odyssey, underscoring the transformative impact of Profit First and the Pumpkin Plan on her flourishing home-based business. He…
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Time to take inventory and do tax planning before year end to save on your income taxes
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Each small business decision is like a snowflake gently falling into place and so in this podcast episode, our resident bookkeeping mensch, Paul Rosenblum, invites listeners into the winter landscape of his 30-year entrepreneurial journey. He has skillfully navigated the frosty terrain, sculpting a business niche that mirrored the uniqueness of sno…
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John Drawdy & Kristen Griffin: Profit First in a Larger Business
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33:10
Show Summary In this episode, we are joined by two exceptional guests, John Drawdy, a seasoned Profit First Professional and the owner of Paragon, along with Kristen Griffin, also from Paragon. The focus of today's discussion revolves around the application of Profit First principles in a larger business setting. John and Kristen kick off the conve…
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This Supreme Court case could forever block a future wealth tax
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Judie McCarthy: Process Documentation and Workflow Development For Your Practice
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32:32
Show Summary In this episode of the Grow My Accounting Practice Podcast, we have Judie McCarthy, the Co-founder of Client Hub and CEO and Founder of Think Leader Consulting as our guest. The conversation delves into the pivotal role of process and procedure development in achieving scalability within accounting practices. Judie begins by emphasizin…
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We have been seeing too many people lose money to scams never send crypto or money to a platform or wallet you don’t hold the private keys or passwords too
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Lori Mercaldi: Transitioning From Compliance to Profit First Consulting
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32:35
Show Summary On today's episode of the Grow My Accounting Practice Podcast, we're joined by Lori Mercaldi, owner of Financial Tally. Lori discusses her business transition to advisory services, highlighting the intrinsic value it brings to both clients and the overall trajectory of Financial Tally. She challenges the perception that one can be "too…
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Mac Tax CPA Podcast with Cory Gayman CPA - 2023
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40:01
Join us for a conversation about the state of being an accountant, the IRS, running a business and more
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Common Small Business Bookkeeping Mistakes
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16:16
Our resident bookkeeping mensch, Paul Rosenblum, serves up a Thanksgiving feast of small business bookkeeping insights emphasizing a blend of careful planning, thoughtful choices, and a dash of seasoned expertise. Just as a Thanksgiving table is laden with diverse dishes, Paul explores the buffet of challenges faced by entrepreneurs, from juggling …
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Lou Clarke: The Energetics of Money
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36:01
Show Summary In this episode of Grow My Accounting Practice Podcast, our guest is the incredible Lou Clarke, delving into enlightening topics that are sure to spark your interest. Lou explores the fascinating interplay between energy and financial flow, providing insights into how our mindset influences our relationship with money. Unpacking the dy…
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Cheri D. Andrews, Esq: Legal Aspects of Running a Business Properly
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33:45
Show Summary In this episode of the Grow My Accounting Practice Podcast, Cheri Andrews, Esq, illuminates key aspects crucial for establishing and managing a business entity. She emphasizes the critical nature of creating a separate legal entity for businesses, outlining its impact on various business facets. Cheri discusses the importance of assemb…
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David Cristello: Recurring Client Management (RCM) System for Accounting Firm Owners
25:57
25:57
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25:57
Show Summary In today's episode of the Grow My Accounting Practice Podcast, we have David Cristello, the Founder & CEO of Jetpack Workflow, as our esteemed guest. David delves into the concept and functioning of Recurring Client Management (RCM) Systems, shedding light on what it entails and how it operates. He emphasizes the importance of evaluati…
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The IRS's plan on tracking digital payments from Zelle, Venmo, and PayPal has been as unpredictable as winter weather. In 2022, they announced a change of automatic 1099’s for $600 or more but then postponed implementation. Our resident bookkeeping mensch, Paul Rosenblum, bundles us up and gets us ready for the cold winter of 2023’s tax season by b…
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Donna Leyens: Business Growth Coaching
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34:42
Show Summary In this episode of the Grow My Accounting Practice Podcast, our guest, Donna Leyens, President and co-founder of Pumpkin Plan Your Biz, explores the realm of Business Growth Coaching. Donna delves into the challenges faced by business coaches, emphasizing the need to avoid reinventing the wheel for each client, which can lead to incons…
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In this podcast episode, our resident bookkeeping mensch, Paul Rosenblum, is like a jazz musician setting the stage by opening up about the reasons behind why he's sharing this content for free. He discusses his late start in bookkeeping and how he's embracing this groove. Paul's driven by the desire to pay it forward, echoing the spirit of jazz me…
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