Show Summary:

In this episode of Grow My Accounting Practice, finance insider turned industry disruptor Wallis Tsai reveals how high earners can use life insurance strategically to reduce taxes, protect their wealth, and build long-term financial security. Drawing on her experience as a former Goldman Sachs investment banker and hedge fund investor, Wallis shares a refreshingly transparent, no-BS approach to insurance-based wealth planning that cuts through the jargon and gets straight to what works.

From protecting against the financial devastation of a health crisis to understanding why disability insurance is often the most overlooked coverage, Wallis explains how to prevent common and costly mistakes. She also explores why today’s long-term care options are better than ever, the critical insurance moves expectant parents should make, and how fiduciaries can identify and avoid bad advice. Whether you’re advising clients or managing your own finances, Wallis delivers actionable strategies to help you lead smarter conversations and make confident, well-informed decisions.

Website: https://www.aboveboardfinancial.com/

LinkedIn: https://www.linkedin.com/in/wallis-tsai-31622a1/

Corporate Partner:People Processes - https://peopleprocesses.com/

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In today’s episode of Grow My Accounting Practice, we’re joined by Dana Staszkiewicz—Co-Founder of The Opus & Golds Group and former GM/COO of All Hours Plumbing, Heating, and Air. Dana shares how she helped scale a home service business from $12M to $20M in under three years, leading to a successful sale in 2023.

She walks us through what the business looked like when she stepped in versus where it landed at exit, and how her diverse background—from advertising agency leadership to retail management—uniquely shaped her approach.

Dana also unpacks the critical role numbers played in driving strategic decisions, how The OG Group partners with businesses through hands-on on-sites and equity participation, and the empowering work she’s doing through her two women’s leadership groups.

If you're looking to scale, optimize, or transition a business—this episode is full of actionable insight.

Don’t miss it!

Website: https://opusgolds.com

Facebook: https://www.facebook.com/share/g/1BaZVcmakY/

Corporate Partner:Relay.Fi - https://relayfi.com/

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What if you could tap into your full learning potential—on demand?

In this powerful episode of Grow My Accounting Practice, Dr. Sonny Magana, award-winning educator and globally recognized learning expert, shares how learning is not just a skill, but the foundation of all human achievement. Drawing from his groundbreaking research, Dr. Magana introduces us to the concept of “Learning in the Zone”—a state where individuals consistently achieve optimal learning performance.

You’ll discover how, regardless of how fast or slow we learn, there are proven principles that can accelerate learning for everyone. At the core of this transformation are Dr. Magana’s 7 Habits of Meta-Learners—practical, science-backed behaviors that help individuals and teams unlock their highest potential.

Whether you're a solo practitioner or leading a team, this episode is packed with insights that can help you create a culture of continuous improvement, personal mastery, and “Zone-ness” in your firm.

🎧 Tune in to learn how to transform your mindset—and your results—through the power of meta-learning.

Website: www.maganaeducation.com

LinkedIn: www.linkedin.com/sonnymagana

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

Profit First App Version 2.0 is here! 

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In this empowering episode of Grow My Accounting Practice, we’re joined by Jen Perez, a Certified Profit First Professional, entrepreneur, and author of "69 Ways Money Is Like Sex." Jen is known for sparking bold conversations that challenge the status quo—and help business owners take back control of their finances and freedom.

Jen dives into the three key levers every entrepreneur must master to scale sustainably: people, time, and money. She shares the creative process behind her book and how powerful analogies can help entrepreneurs finally get out of their own way—financially and emotionally.

We also explore why financial success isn’t just about profit—it’s about designing a business that supports the life you actually want. Jen opens up about the most common mistakes she sees with Profit First implementations, and how to tailor the system to work with your brain and lifestyle, not against it.

Plus, she shares how she built a six-figure business through relationship-based marketing and consistent, in-person networking—no burnout required.

This episode is a must-listen for financial professionals and business owners who want real growth without shame, spreadsheets, or stress.

🎧 Tune in now!

Website: TheJenPerez.com

LinkedIn: https://www.linkedin.com/company/thespicyceo

Facebook: https://www.facebook.com/thespicyceo

Instagram:https://www.instagram.com/thespicyceoco

Free Gift:

(Spicy CEO Checklist - 10 Profit-Killing Habits to Break Before You Burn Out) https://thejenperez.com/checklist

Book Interest: https://69waysmoneyislikesex.com

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

Profit First App Version 2.0 is here! 

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Show Summary:

In this episode of Grow My Accounting Practice, Michelle Weinstein, founder of The Abundant Accountant, dives into the crucial topics of sales, pricing, and client qualification for accounting firm owners. Michelle shares insights on how to recognize if you’re undercharging—and the long-term consequences of doing so, including burnout, client resentment, and stalled growth. She introduces the concept of optimal capacity, helping firm owners understand how to reduce their workload without sacrificing revenue. Michelle also explains how to strategically increase revenue with less stress, preparing your firm for greater profitability and a potential future sale at a high multiple. The conversation explores the most common mistakes accountants make when raising fees, and what to do instead to boost client buy-in and value perception. Plus, Michelle clarifies the important distinction between sales and marketing, offering actionable advice on how to strengthen both. This episode is a must-listen for firm owners ready to shift from survival mode to sustainable success.

The Abundant Accountant Podcast:  https://apple.co/2zMKpgz

Facebook:thepitchqueen

Instagram:@thepitchqueen

Twitter:@thepitchqueen

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

Corporate Partner:The Abundant Accountant - https://theabundantaccountant.com/

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In this episode of the Grow My Accounting Practice podcast, we’re joined by Barrie Cohen, Founder and CEO of BCPR, to explore how public relations can be a powerful tool for financial professionals. Barrie breaks down what PR really is—and why it’s more important than ever for finance experts to build authority, gain visibility, and stand out in a competitive industry. She shares when and how financial professionals should begin investing in PR, the strategic value it brings, and practical tips for using it to attract the right clients. Barrie also dives into how to stay relevant in a fast-moving, saturated space and highlights the best media platforms and outlets for financial experts looking to strengthen their presence and credibility. Whether you're new to PR or ready to take your visibility to the next level, this episode is filled with insights you can put to use right away.

Website:https://bcpublicrelations.com/

Facebook:https://www.facebook.com/barriecohenpr

Instagram:https://www.instagram.com/barriecohenpr/

LinkedIn:https://www.linkedin.com/in/barrie-cohenpr/

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

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In this episode of the Grow My Accounting Practice podcast, Kristin Meador, CPA and founder of Gradient Accounting, shares how she successfully runs her growing firm while traveling the world as a digital nomad. Kristin breaks down what it truly means to live and work as a digital nomad—and why this lifestyle is becoming more common among firm owners. She offers her top tips for managing a firm on the move, including the importance of choosing the right niche and building a client base that aligns with your values and lifestyle. Kristin also explains how implementing Profit First has helped her step away from the daily grind and operate more strategically. Plus, she introduces her proprietary Freedom Formula, a framework designed to help both her and her clients achieve Sales Freedom, Calendar Freedom, and Profit Freedom.

Website:https://gradientaccounting.com/

Instagram:https://www.instagram.com/gradientaccounting/

LinkedIn:https://www.linkedin.com/in/kristin-disbrow-meador-cpa-3aba8b76/

Corporate Partner:Cashflow Mike - http://www.cashflowmike.com/

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On this episode of the Grow My Accounting Practice podcast, Geoff Woods, author of The AI-Driven Leader and founder of AI Leadership, joins us to explore how leaders can effectively harness the power of AI to drive smarter, faster decision-making. Geoff shares his personal journey into the world of AI and breaks down why, despite knowing AI is the future, many leaders feel stuck when it comes to getting started. He explains how technology doesn’t just change jobs — it reshapes which skills are valued and how processes are executed. Geoff emphasizes that it's not the tools, but the leaders who use them, that ultimately determine the impact on an organization. He also highlights a common pitfall: most professionals are using generative AI for minor, tactical tasks rather than for strategic initiatives that truly move the needle. This episode is a must-listen for anyone ready to shift from overwhelm to innovation and unlock the real potential of AI in their firm.

Website: aileadership.com

aileadership.com/start

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

Profit First App Version 2.0 is here! 

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In this episode of the Grow My Accounting Practice podcast, Ryan McGarghan shares how combining Profit First, CFO services, EOS, and exit planning can help firms and their clients grow 5x. He explains how aligning finance with sales, marketing, and operations creates smarter, more strategic decision-making. Ryan also breaks down exit planning as a proactive growth tool and shows how EOS brings structure and accountability. Whether you're scaling your firm or guiding clients to long-term success, this episode offers practical ways to tie it all together.

Website: www.wearesynergysolutions.com

Corporate Partner:Your Cyber Team - https://yourcyberteam.com/

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In this insightful episode of the Grow My Accounting Practice podcast, Sir Darren Jacklin shares strategies to help accountants and business owners smash their numbers in 2025. He highlights the importance of setting clear, measurable financial goals and encourages a shift in focus from revenue to true profitability. Darren also explains how using technology and automation can simplify workflows, reduce overwhelm, and free up time to better serve clients.

The conversation dives into smart ways to prepare for tax season, along with the value of financial forecasting to stay steady through change. Whether you're aiming to grow, stabilize, or plan ahead, this episode offers practical guidance to help you build a stronger, more profitable business in the year ahead.

Website: SmashingNumbers.com DarrenJacklin.com lynkfoundation.org

Corporate Partner:Impact Global Solutions - [email protected]

Profit First App Version 2.0 is here! 

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