Show Summary:

In this insightful episode of the Grow My Accounting Practice podcast, we welcome Roger Knecht, president of Universal Accounting Center (UAC), to discuss the evolving role of accountants and the growing demand for CFO and advisory services.

Roger breaks down the key differences between CFO services, advisory services, and coaching, helping accounting professionals understand how they can expand their offerings and increase their value to clients. He also shares how Profit First seamlessly integrates into business engagements, providing a solid foundation for financial clarity and profitability.

Many accountants hesitate to step into advisory roles—Roger uncovers the common roadblocks and misconceptions that hold professionals back. He also highlights how UAC equips accountants with the training, tools, and confidence they need to offer high-quality advisory and coaching services.

Tune in to learn how you can elevate your accounting practice, provide greater value to clients, and unlock new revenue streams through strategic financial guidance!

🎧 Listen now!

LinkedIn: https://www.linkedin.com/in/rogerknecht/ Listen in and enjoy the podcast with Roger: https://universalaccounting.com/building-the-premier-accounting-firm/ Your Strategic Accountant: https://universalbusinessbuilders.com/your-strategic-accounting-landing-page-accountants Your Profit & Growth Expert: https://universalbusinessbuilders.com/your-profit-and-growth-expert-landing-page-accountants Red to Black: https://universalbusinessbuilders.com/freedom-r2b-ebook In the BLACK: https://universalbusinessbuilders.com/freedom-itb-e-book The Turnkey Business Plan for Accounting Professionals: https://universalbusinessbuilders.com/turnkey-process-video-course

Corporate Partner:Universal Accounting  - https://universalaccounting.com/

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Show Summary:

In this episode of the Grow My Accounting Practice Podcast, we welcome Bernadette McClelland, a globally recognized leadership expert, speaker, and author, to explore the power of Courage, Conviction, and Choice in business and life.

Bernadette shares how true resilience goes beyond just bouncing back—it requires disruptive leadership, self-worth, and the ability to own your value. She discusses why congruence between mindset, actions, and pricing is essential for success and how standing firm in your worth can transform your business and leadership style.

Drawing from her own experience of overcoming bankruptcy and rebuilding from the ground up, Bernadette provides actionable insights on how to lead with courage and conviction, make bold choices, and disrupt the status quo in your industry.

Tune in to gain powerful strategies on stepping into your leadership potential and ensuring that resilience is more than just survival—it’s about thriving.

Website:https://www.bernadettemcclelland.com/swag/

LinkedIn:https://www.linkedin.com/in/bernadettemcclelland.com

Corporate Partner:Your CyberTeam - https://yourcyberteam.com/

Make Your Business Permanently Profitable with the PROFIT FIRST APP!

Show Summary:

In this episode of Grow My Accounting Practice, Yoseph West, Co-Founder & CEO of Relay, joins the show to discuss how accountants, bookkeepers, and business coaches can leverage digital banking to provide their SMB clients with greater cash flow clarity. Yoseph highlights why real-time cash flow visibility is crucial for small business owners, enabling them to make informed financial decisions and avoid common pitfalls. He also explores how professionals can use platforms like Relay to strengthen trust and build deeper relationships with their clients.

Yoseph shares why digital banking solutions should be on every accountant’s radar and how Relay, in particular, is designed to support financial professionals. He outlines key benefits such as seamless integrations, automated financial workflows, and enhanced collaboration between business owners and their advisors. Plus, he unveils new data on the cash flow challenges facing U.S. small businesses today, shedding light on how accountants and bookkeepers can play a pivotal role in addressing these issues. Tune in for valuable insights on optimizing cash flow management and taking your advisory services to the next level!

Website:https://relayfi.com/?utm_source=pr&utm_medium=earned-story&utm_campaign=YWTL

Corporate Partner:Relayfi - https://relayfi.com/

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Show Summary:

In this episode of Grow My Accounting Practice, Laurence Whittam joins the show to discuss the essential steps firms should take before diving into outsourcing. He highlights the importance of conducting an outsourcing readiness assessment to ensure firms are fully prepared for the transition. Laurence explores key considerations, such as evaluating internal workflows, defining clear objectives, and understanding the different staffing models available, including outsourcing, offshoring, and nearshoring. By assessing their firm’s specific needs, accounting professionals can make informed decisions that align with their long-term goals.

Laurence also sheds light on common pitfalls firms encounter when outsourcing, such as unclear expectations, poor communication, and lack of integration with existing processes. He shares best practices to help firms mitigate these challenges, including setting clear KPIs, establishing strong vendor relationships, and maintaining compliance with industry regulations. Whether you're considering outsourcing for the first time or looking to refine your current approach, this episode offers practical insights to help you make strategic, informed choices for your firm's success.

Website:https://impact-global.co/ https://deal.csuiteimpact.com/outsourcing-readiness-assessment-payment

LinkedIn:https://www.linkedin.com/in/laurencewhittam/

Corporate Partner:Impact Global Solutions - https://impact-global.co/

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Show Summary:

In this episode of the Grow My Accounting Practice Podcast, we are joined by Mary Kate Loftus, President of Impressia Bank, and Robin Mink, a founding member of its Steering Committee, to discuss the exciting ways Impressia Bank is redefining banking for business owners—especially women entrepreneurs. A newly established digital division of CNB Bank, Impressia Bank offers full-service banking products for both personal and business needs while focusing on innovative solutions to support Profit First Professionals (PFP) and their clients.

The discussion highlights how Profit First Professional Erin Green (Trinity Growth Advisors) played a key role in educating the Impressia team about the Profit First cash management methodology. This inspired the development of a Profit First account package, tailored to help entrepreneurs implement and streamline their cash flow allocations. Additionally, Impressia Bank introduced a Multi-Transfer Percentage Tool within their eBanking system to simplify PF allocations and ensure users can effectively follow the methodology.

Beyond Profit First, Mary Kate and Robin discuss Impressia Bank’s mission to redefine the client-bank relationship and tackle the gender gap in funding to support and advance women in business. They share how the bank is innovating to provide resources, education, and support to empower female entrepreneurs while ensuring financial clarity and success. Tune in to learn more about how Impressia Bank is reshaping the future of banking for women and Profit First adopters alike!

Website:

www.impressiabank.bank

Corporate Partner:Impressia Bank - https://impressiabank.bank/

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Show Summary:

In this episode of the Grow My Accounting Practice podcast, Debbie Deknight, founder of Right Way Profits and Bookkeeping and a Profit First Master Certified Coach, dives deep into the true meaning of profitability and why it’s more critical than most business owners realize. She starts by challenging the common perception of profitability as a mere number on a P&L statement. Debbie explains that profitability goes beyond accounting figures and impacts every facet of a business, from daily operations to long-term sustainability.

Debbie explores how low profitability can quietly undermine a business’s future. She emphasizes the ripple effects profitability has on key stakeholders, including employees, clients, and even the owner's family. With thought-provoking insights, Debbie discusses why profitability is not just about survival but about thriving—especially for those planning to sell their business or pass it on to the next generation. She shares advice on how to evaluate and strengthen your profitability to create a business that can weather challenges and leave a lasting legacy.

Whether you’re a business owner striving for financial clarity, an accountant advising clients, or an entrepreneur planning for the future, this episode is packed with valuable insights. Tune in to learn why profitability means more than just numbers—and how prioritizing it can transform your business and your life.

LinkedIn:https://www.linkedin.com/in/debbiedeknight/

Facebook:https://www.facebook.com/profile.php?id=100092724944784

Corporate Partner:Cash Flow Mike - http://www.cashflowmike.com/

Make Your Business Permanently Profitable with the PROFIT FIRST APP!

Show Summary:

In this episode of Grow My Accounting Practice, Danielle Mulvey shares her 5-Star Employee Hiring System™, a proven method to recruit, hire, and retain top-tier talent. Learn how to identify the right candidates, avoid costly hiring mistakes, and build a dream team that drives profitability and success. If you're ready to transform your hiring process and create a team that works better than you could alone, this episode is a must-listen!

Website:www.hairisonfire.com www.profitfirstnation.com

Corporate Partner:Relay - www.relayfi.com

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Show Summary: In this episode of the Grow My Accounting Practice podcast, Jeremiah Baker—author of Confessions of a Hacker—reveals how he spent the last 17 years ethically hacking into companies’ networks and web applications to identify vulnerabilities before cybercriminals do. He discusses the most common and damaging cyberattacks targeting individuals and businesses today, from phishing schemes to ransomware, and explains how these threats can cause significant financial and reputational harm if left unaddressed.

Jeremiah also outlines practical steps that anyone can take to strengthen their cyber defenses, including recognizing suspicious emails, implementing multi-factor authentication, and updating systems and software regularly. Whether you’re part of a larger firm or a solo practitioner, you’ll learn why proactive cybersecurity is essential for protecting sensitive data, maintaining trust, and staying ahead of rapidly evolving threats.

LinkedIn:https://www.linkedin.com/in/jeremiahbaker/

Corporate Partner:Impressia Bank - https://impressiabank.bank/

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Show Summary:

In this episode of the Grow My Accounting Practice podcast, Victor Lopez, CEO of FlexPoint, shares the story behind the creation of this groundbreaking payment solution. Drawing from his extensive experience in the financial industry, Victor discusses the unique insights that inspired FlexPoint, the key challenges it solves for small and medium-sized businesses, and how it stands apart from other solutions. He also shares his vision for the future of FlexPoint and its role in transforming the way SMBs manage their finances. Don’t miss this insightful conversation about innovation, efficiency, and the future of financial technology!

Website:www.getflexpoint.com

Corporate Partner:FlexPoint - http://www.getflexpoint.com

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Show Summary:

In this episode of the Grow My Accounting Practice Podcast, Cara Moeller Poppitt, a top-tier entrepreneur and leadership coach, shares her transformative insights on bridging the gap between mindset and business goals. Cara explains why most professionals fail to achieve the results they desire—because their mindset is misaligned with their ambitions.

She challenges the traditional confidence model, showing how waiting for confidence keeps you stuck in hesitation and missed opportunities. Instead, Cara emphasizes that confidence is built through action. Feeling stuck? Cara reframes it as a sign that you’re on the brink of significant transformation.

Listeners will gain actionable insights from Cara’s Cycle of Change Model, a groundbreaking framework that redefines personal and professional growth. She also teases her upcoming book, Big Freakin' Change, set to release on June 17, 2025, and now available for pre-order on Amazon.

This episode is packed with wisdom and practical tools to help you break through barriers and embrace lasting change.

Website:www.carapoppitt.com www.bigfreakinchange.com

Corporate Partner:Miles Talent Hub. - www.mileseducation.com

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