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

Mike Michalowicz
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.

  1. JUN 5

    Donna Lim: Journey with Profit First and Insurance Agents

    Show Summary: In this episode of the Grow My Accounting Practice podcast, Donna Lim shares her powerful journey with Profit First and how it transformed both her business and the insurance agents she serves. Once a reluctant accounting firm owner who found the profession “boring and sterile,” Donna realized her deeper calling was to support business owners. That mission drove her to embrace discomfort and growth—even when it meant raising prices and losing clients. But what she gained was far more valuable: clients who were willing to do the work and pay what she was truly worth. Donna’s story is one of courage, challenge, and learning to own both the wins and the hard lessons. Donna also dives into what makes her work with insurance agents so impactful. By truly understanding their industry and the trajectory of their processes, she customizes her approach to meet their unique needs. She talks about the importance of transparency—with clients and her team—and how shedding the wrong employees and clockworking her business helped her achieve more with fewer people. Her story is packed with lessons for accountants and bookkeepers who want to serve with purpose, step into growth, and guide their clients to real financial transformation.   Website: www.sooterconsulting.com LinkedIn: https://www.linkedin.com/in/donnasooterlim/ Facebook: https://www.facebook.com/sooterconsulting https://www.facebook.com/donna.sooter   Corporate Partner: People Processes - http://www.peopleprocesses.com/   Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

    34 min
4.5
out of 5
80 Ratings

About

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.

You Might Also Like

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes, and get the latest updates.

Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada