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

Mike Michalowicz
  • 4.6 (82)
  • MANAGEMENT
  • UPDATED WEEKLY

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. 1H AGO

    Profit First in 2026: Scaling Advisory Without Burnout

    Show Summary: *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "request-6964e222-7e50-8320-a1f4-a74865833991-16" data-testid= "conversation-turn-120" data-scroll-anchor="true" data-turn= "assistant"> In this Insider's Access episode of the Grow My Accounting Practice podcast, hosts Ron Saharyan, Liz Szporn, and Mike Michalowicz explore what it takes to scale advisory services in 2026 without burning out. They challenge firm owners to make the "CEO Pivot," stepping out of the technician role and into true leadership, even in an AI-driven world. The conversation highlights why empathy and human connection have become competitive advantages as automation takes over precision work. The hosts unpack how to price and position advisory through a Tiered Service Model, why burnout persists even when Profit First is in place, and how firms must shift from reporting on the past to guiding clients toward the future. The episode also addresses avoiding shiny object syndrome with tech, letting go of the wrong clients to grow into the CEO role, and building scalable teams of "Guides" so advisory doesn't rely solely on the owner. They close by defining the firms that will thrive in 2026: those that combine the Profit First mindset with critical thinking, human connection, and intentional leadership.   Website: https://profitfirstprofessionals.com/ LinkedIn: https://www.linkedin.com/company/profit-first-professionals Facebook: https://www.facebook.com/ProfitFirstProfessionals/ Instagram: https://www.instagram.com/proud_to_be_profitable TikTok: https://www.tiktok.com/@profitfirstpros YouTube: https://www.youtube.com/@ProfitFirstProfessionalsInc.   Corporate Partner: People Processes - https://peopleprocesses.com/ Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

    36 min

  2. 6D AGO

    Jeff Greenfield: What's the Impact of Going Cookie-Less for Marketing and Advertising

    Show Summary: In this episode, we explore what the shift to a cookieless world really means for marketing and advertising and what is hype versus what is actually changing. The conversation explains the so-called "Cookie Apocalypse" and how the loss of third-party cookies affects data collection, targeting, and performance tracking. *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "request-6964e222-7e50-8320-a1f4-a74865833991-16" data-testid= "conversation-turn-120" data-scroll-anchor="true" data-turn= "assistant"> The discussion covers how marketers can measure the effectiveness of emerging, non-click digital channels such as connected TV (CTV) and podcasts, and why traditional attribution models are no longer enough. It also addresses modern approaches to marketing attribution that help teams make better decisions about where to invest their budgets. The episode also looks at how to analyze Facebook and Google Ads performance more effectively in a cookieless environment by moving beyond basic click metrics and toward insights that reflect real business impact. This episode is valuable for anyone preparing their marketing strategy for the next era of digital advertising.   Website: https://provalytics.com https://jeffgreenfield.com LinkedIn: https://www.linkedin.com/in/jeffgreenfield/   Corporate Partner: Kick - https://www.kick.co/ Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

    36 min

  3. JAN 22

    Brandon Hall: Scaling Accounting Firms: Leadership, Sales, and Accountability That Actually Work

    Show Summary: In this GMAP episode, Brandon Hall joins the conversation to break down what actually holds accounting firms back from meaningful scale—and why technology alone isn't the answer. Drawing from his experience as a CPA, firm founder, and real estate investor, Brandon explains why most firms don't have an operations problem—they have a sales and leadership problem. He challenges the idea that sales should be "balanced" with operations, arguing instead that healthy firms intentionally let sales outpace operations to force growth, systems, and accountability. The discussion dives into why firms stuck at the $1M mark struggle to reach $10M, highlighting the real blockers: weak accountability, the absence of a true leadership team, and outdated governance models that reward mediocrity over ownership. Brandon also addresses the role of AI, making it clear that while technology can enhance efficiency, it won't replace accountants who lead, think critically, and guide clients strategically. This episode is a must-listen for firm owners who want to scale with intention, build strong leadership structures, and move beyond survival-mode growth into long-term, sustainable success.   Website: www.therealestatecpa.com LinkedIn: https://www.linkedin.com/in/brandonhallcpa/ Facebook: https://www.facebook.com/realestatecpa Twitter: @TheRECPA   Corporate Partner: Kick - https://www.kick.co/ Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

    34 min

  4. JAN 15

    John Zakel, Jr.: 401(k)s as a Tool for Growth, Retention & Tax Efficiency

    Show Summary: In this episode, we're joined by John Zakel, Jr., founder of Smooth 401k, to explore how business owners can turn their 401(k) plans into a strategic advantage—not just a benefit expense. John breaks down why many small and mid-sized businesses overpay for their 401(k) plans and what owners can do to fix it. He explains how the right plan design can support business growth, improve employee retention, and create meaningful tax savings for both employers and their teams. The conversation also covers the rise of pooled and tech-enabled 401(k) platforms, how recent changes under SECURE 2.0 unlock overlooked tax credits, and why employee education is the key to building a stronger financial culture inside your organization. If you're a business owner looking to reduce costs, attract and retain great people, and use your retirement plan more intentionally, this episode offers practical insights you won't want to miss.   Website: www.smooth401k.com linkedin.com/in/johnzakeljr   Corporate Partner: Sums Plus Solutions - https://sumsplussolutions.com/ Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

    38 min

  5. 12/18/2025

    Dr. Holly A. Tucker: Posture and Ergonomics for Profitability

    Show Summary: In this episode of the Grow My Accounting Practice podcast, Dr. Holly Tucker joins the conversation to explore the powerful connection between physical well-being and business profitability. Dr. Tucker shares her journey as a chiropractor and how her passion for helping others extend beyond the treatment room and into supporting professionals—especially women in the chiropractic field—through the Profit First framework. She discusses her path to joining the Beyond Your Books team and how she bridges chiropractic care with financial advisory work. Dr. Tucker explains why posture and musculoskeletal health are critical for office-based professionals, particularly accountants and advisors who spend long hours at a desk, and how physical strain can quietly impact productivity, focus, and long-term success. The conversation wraps with practical "Invest in Your Spine" tips, encouraging listeners to intentionally invest their time, attention, and resources into simple posture and ergonomic improvements. This episode offers an insightful reminder that protecting your body is not just a health decision—it's a profitability strategy.   Website: http://www.drhollychiro.com/ http://www.beyondyourbooks.com/   Corporate Partner: People Processes - https://peopleprocesses.com/ Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

    36 min

  6. 12/15/2025

    Justin Allan Montgomery: How I Scaled an 8-Figure Course Business—No Fancy Funnels

    Show Summary: In this episode of Grow My Accounting Practice, we sit down with Justin Allan Montgomery, founder of ProCourseStart, to unpack how professionals can scale an eight-figure continuing education (CE) business—without fancy funnels or marketing gimmicks. Justin shares why accountants are uniquely positioned to launch CE businesses as a powerful passive income stream and explains how this model helps break the time-for-money trap that keeps many firm owners overworked and capped on income. He also dives into the growing role of AI in accounting and other professional fields, outlining how a CE business can serve as a financial hedge—building redundancy, resilience, and long-term stability into your career. Throughout the conversation, Justin walks through the general process of starting a CE business, what it actually takes to get one off the ground, and why trust-based education—not influencer marketing—is the key to sustainable success. He closes by revealing just how lucrative a CE business can be for professionals who package their expertise the right way. If you're an accountant looking to scale beyond billable hours, future-proof your income, and monetize your knowledge without burning out, this episode is a must-listen.   LinkedIn:  https://www.linkedin.com/company/procoursestart/ Facebook: https://www.facebook.com/people/Pro-Course-Start/61574146510784/ Instagram: https://www.instagram.com/procoursestart25/ YouTube: https://www.youtube.com/@ProCourseStart TikTok: https://www.tiktok.com/@procoursestart   Corporate Partner: Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

    30 min

  7. 11/27/2025

    William Spengler: Why Great CFOs Hate Traditional Hiring

    Show Summary: In this episode, William Spengler breaks down why traditional hiring continues to fail finance leaders—and what top CFOs are demanding instead. He reveals how outdated recruiting systems lack the data integrity, accountability, and measurable ROI that finance executives rely on in every other area of business. William explains why the best CFOs don't want résumé collectors—they want strategic partners who understand business drivers and build relationships before a job search begins. William also shares how Frederick Fox's performance-first hiring model, built on flexible, commission-based partnerships, delivers precision, speed, and long-term retention. He explores how finance leaders balance cost control, culture, and urgency when filling high-impact roles, and what Frederick Fox has learned from working with more than 700 clients. The episode closes with practical lessons any firm can use to improve leadership, growth, and talent strategy beyond recruiting.   Website: https://frederickfox.com/ LinkedIn:  https://www.linkedin.com/in/william-spengler-2193433a/ https://www.linkedin.com/company/frederick-fox/  Facebook: https://www.facebook.com/FrederickFoxGroup/   Corporate Partner: Impressia Bank - https://impressiabank.bank/ Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

    37 min

  8. 11/14/2025

    Gabriel Florentino: Cost Segregation

    Show Summary: In this episode of Grow My Accounting Practice, we're joined by Gabriel Florentino, Client Development Director at Engineered Tax Services (ETS), to break down one of the most powerful – and often misunderstood – tax strategies available to businesses: cost segregation. Gabriel shares what ETS does as a national leader in specialty tax services and explains how cost segregation works to accelerate depreciation, improve cash flow, and unlock significant tax savings. He also dives into bonus depreciation, how it amplifies the benefits of a cost seg study, and why it's especially important in the current tax landscape. Listeners will learn who is the best fit for a cost segregation study – including real estate investors, commercial property owners, and the CPAs who advise them – and why partnering with ETS ensures accuracy, compliance, and maximum value. If you want to help your clients keep more of what they earn, this episode is your roadmap.   Website: https://portal.engineeredtaxservices.com/cost-segregation/quick-start   Corporate Partner: The Abundant Accountant - https://theabundantaccountant.com/ Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

    29 min
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4.6
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82 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.

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