Show Summary                                                                                                                         In this episode, Geraldine Carter, an expert coach for CPAs, shares six common characteristics of successful clients. Firstly, they prioritize creating value for their services, ensuring profitability and client satisfaction. They also excel at pricing effectively, delivering services efficiently, and maintaining a clear mindset. Additionally, successful clients focus on decreasing production time and safeguarding quiet time for reflection and strategic planning. By embodying these traits, they transform their practices into thriving businesses.           LinkedIn: https://www.linkedin.com/in/geraldine-carter/                   Corporate Partner:  Pumpkin Plan Your Biz - www.pumpkinplanyourbiz.com                                                                                                                                 

Geraldine Carter: How CPAs Can Get Down to 40 Hours

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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Show Summary                                                                                                                             In today’s episode of the Grow My Accounting Practice Podcast, we welcome Brandy Derrick, a Certified Digital Bookkeeper and the owner of Legal Ease Bookkeeping. Brandy shares her insights on the concept of Masterminds, explaining what they are and how they can be a powerful tool for professional growth. A Mastermind is essentially a group of like-minded individuals who meet regularly to share knowledge, provide support, and hold each other accountable in achieving their goals. Brandy provides a comprehensive overview of how Masterminds function and the various formats they can take. Brandy delves into her personal experiences, highlighting how being part of Masterminds has significantly contributed to the growth of her business. She discusses specific examples of how the collective wisdom and encouragement from her Mastermind groups have helped her overcome challenges, implement new strategies, and expand her services. Brandy emphasizes the invaluable networking opportunities and the sense of community that Masterminds offer, which have played a crucial role in her professional development. Beyond business growth, Brandy also reflects on the personal benefits of participating in Masterminds. She shares how these groups have fostered her personal development, improved her leadership skills, and boosted her confidence. Additionally, Brandy provides practical advice on how to start a Mastermind, including tips on selecting the right members and setting clear objectives. She also candidly discusses some common problems with Masterminds, such as group dynamics and maintaining consistency, and offers solutions to navigate these challenges effectively. Tune in to learn how Masterminds can be a game-changer for both your business and personal growth.                                                                                          Website:                                                                                                                      https://legaleasebookkeeping.com/ LinkedIn: https://www.linkedin.com/in/brandyderrick/ Faceboook: https://www.facebook.com/LegalEaseBookkeeping YouTube: https://www.youtube.com/@LegalEaseBookkeeping                   Corporate Partner:  Very Very Video - www.veryveryvideo.com                                                                                                                                                           

Brandy Derrick: The Journey to an Award-Winning  Virtual Bookkeeping Firm

Show Summary                                                                                                                             In today's episode of the Grow My Accounting Practice Podcast, we are joined by Marcel Petitpas, CEO & Co-Founder of Parakeeto, and head strategic coach at SaaS Academy by Dan Martell. Marcel brings a wealth of knowledge and expertise in helping agencies measure and improve their profitability through streamlined operations and reporting systems. Tune in as he delves into the critical aspects of agency profitability and shares actionable insights that can transform your business. Marcel will guide us through the essential metrics every agency should track, including financial metrics like Revenue, AGI, Delivery Margin, Net Margin, and Overhead Spending. He will also cover operational levers such as Utilization Rates, Average Billable Rates, and Average Cost-Per-Hour. By understanding and calculating these key metrics accurately, agencies can set realistic targets and benchmark their performance against industry standards. Furthermore, Marcel will introduce a simple framework for connecting the dots between Finance, Operations, and Sales. He will reveal the three key levers for improving margins within an agency and provide practical advice on how to move them effectively. Whether you're struggling with profitability or looking to optimize your operations, this episode is packed with valuable strategies to help you take control of your agency's financial health. Join us for this insightful discussion and learn how to measure and enhance your agency's profitability with expert guidance from Marcel Petitpas.           Personal Handles  Linkedin:  https://www.linkedin.com/in/marcel-petitpas-20059588/  Instagram:  https://www.instagram.com/marcel.petitpas/ Facebook:  https://www.facebook.com/agencyprofitability  Company Handles  Instagram: https://www.instagram.com/getparakeeto/ Twitter:https://twitter.com/Parakeeto TikTok:  https://www.tiktok.com/@getparakeeto Facebook: https://www.facebook.com/parakeeto                   Corporate Partner:  People Processes - https://peopleprocesses.com/                                                                                                                                     

Marcel Petitpas: How To Measure and Improve Financial Profitability

Show Summary                                                                                                              In today's episode of the Grow My Accounting Practice Podcast, we were thrilled to welcome Billie Anne Grigg, Lead Technical Guide at Profit First Professionals. Billie Anne's journey with Profit First began as a business owner utilizing Profit First services before joining the team. Her dedication and impact have been instrumental in delivering Profit First principles to countless businesses. As we celebrate the 10th anniversary of Profit First Professionals, Billie Anne takes us on a trip down memory lane, sharing insights into the early days of the organization and how it has evolved over the years. Her integral role in the team's success truly shines through, making her a valuable asset to the organization. Tune in to hear more about Billie Anne's journey and the growth of Profit First Professionals over the years.           Website: https://www.profitfirstprofessionals.com/ LinkedIn:  https://www.linkedin.com/company/profit-first-professionals                   Corporate Partner:  Officially Social - officiallysocial.com                                                                                                                      

Billie Anne Grigg: Insider Access Look on Profit First Professionals

Show Summary                                                                                                  In today's episode of the Grow My Accounting Practice Podcast, we had the pleasure of hosting Inna Korenzvit, an inspiring entrepreneur who embarked on a remarkable journey of returning to the workforce after 15 years of being a homemaker and raising a family. Inna shared her insightful experiences of founding and running her own business, KORE Accounting Solutions, which specializes in providing cutting-edge management accounting services to law firms across the United States. One of the key highlights of our conversation was Inna's strategic approach to picking a niche within the accounting industry. She discussed the importance of identifying a specific target market and tailoring services to meet their unique needs. Additionally, Inna provided valuable insights into the challenges and rewards of working with customers remotely, emphasizing the significance of effective communication and leveraging technology to bridge the distance. Furthermore, Inna shared her perspective on the dynamics of working with family members within the business. Drawing from her own experiences, she discussed the benefits of collaboration, as well as the importance of setting clear boundaries and maintaining professionalism. Overall, Inna's journey serves as a testament to the power of perseverance, adaptability, and strategic decision-making in achieving success as an entrepreneur in the accounting industry.           Website: www.koreaccounting.com LinkedIn: https://www.linkedin.com/company/koreaccounting/                   Corporate Partner:  Cash Flow Mike - https://cashflowmike.com/                                                                                                          

Geraldine Carter: How CPAs Can Get Down to 40 Hours

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