The relationship you have with your financial advisor is key, and important for your business' growth. Mark Mersman is here to tell us specifically how accountants and bookkeepers can build those mutually productive relationships, on this episode of the Grow My Accounting Practice Podcast.

Working with Financial Advisors to Grow Your Practice with Mark Mersman

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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Management

Show Summary                                                                                     In today's episode of the Grow My Accounting Practice podcast, we had the pleasure of hosting Harley Liechty, the CEO and Founder of Get Better Bookkeeping. Harley shared valuable insights into the journey of his firm's growth and the key factors that have contributed to its success. He discussed the challenges faced during the initial stages of growth, highlighting the importance of overcoming obstacles and learning from mistakes to drive progress. Harley also elaborated on the strategies and approaches adopted by Get Better Bookkeeping that have propelled its rapid growth, positioning it as one of the fastest-growing firms in the industry. He emphasized the unique value propositions and distinctions that set Get Better Bookkeeping apart from competitors, underscoring the significance of providing exceptional service and value to clients. Additionally, Harley delved into the importance of clearly defining and communicating the value proposition of the firm, emphasizing the impact it has on attracting and retaining clients. Looking ahead, Harley provided insights into the future direction of Get Better Bookkeeping, outlining ambitious plans and goals for the company's growth and expansion in 2024. His expertise and experiences offered invaluable lessons for accounting professionals seeking to navigate challenges, differentiate their firms, and drive sustainable growth in the competitive landscape of the industry.             Website: www.GetBetterBookkeeping.com                   Corporate Partner:  Jetpack Workflow - https://jetpackworkflow.com/                                                                                             

Harley Liechty: Distinguishing Yourself in the Business

Show Summary                                                                                     In today's episode of the Grow My Accounting Practice Podcast, we're thrilled to welcome Kathy Dise, the founder of BudgetEase, to share her insights on financial management strategies. Kathy emphasizes the critical importance of conducting monthly meetings with clients to ensure ongoing success. These regular check-ins provide an opportunity to review financial performance, address any concerns, and set goals for the future. By fostering open communication and collaboration, Kathy believes businesses can achieve greater clarity and control over their finances. Cash sustainability emerges as a central theme in Kathy's discussion, highlighting what it truly takes to maintain a healthy cash flow. With BudgetEase's expertise, businesses can develop effective budgeting strategies tailored to their unique needs and goals. Kathy emphasizes the significance of proactive cash management to mitigate risks and seize opportunities for growth. Through BudgetEase's comprehensive approach, businesses can achieve greater financial stability and resilience in today's dynamic market. Moreover, Kathy delves into the importance of efficient accounts receivable management, revealing how BudgetEase has streamlined processes to shorten payment cycles dramatically. By reducing days to pay to just seven, businesses can improve cash flow and liquidity, facilitating smoother operations and sustained growth. Additionally, Kathy touches on the significance of project management, sharing how BudgetEase has optimized workflows to enhance service delivery. By focusing on efficiency and quality, BudgetEase ensures clients receive superior support and value, setting them apart in the competitive landscape.           Youtube: https://www.youtube.com/@BudgetEase/videos LinkedIn: https://www.linkedin.com/company/budgetease/                   Corporate Partner:  Your Cyber Team - https://www.techiegurus.com/                                                                                             

Kathy Dise: Budgeting Strategies

Show Summary                                                                                     In today's episode of the Grow My Accounting Practice podcast, we have a special treat for our listeners. The hosts themselves, Mike Michalowicz, author of the renowned book Profit First and Co-Founder of Profit First Professionals, and Ron Saharyan, Managing Director and Co-Founder of Profit First Professionals, alongside our wonderful PFP Guide, Liz Szporn, will be leading the discussion. Join us as we celebrate Profit First's 10th anniversary this year and reflect on its remarkable journey over the past decade. During this episode, the hosts will provide exclusive insights into the inner workings of Profit First Professionals, offering listeners a unique glimpse into the world of Profit First. From insightful anecdotes to valuable lessons learned, this episode promises to be an engaging exploration of Profit First's evolution. Furthermore, the hosts will take us on a nostalgic journey back to the beginnings of Profit First Professionals. From humble origins to remarkable achievements, this episode offers a captivating narrative of growth and transformation. Join us as we commemorate a decade of Profit First and its profound impact on businesses worldwide.                                                                                                                                                                                                                                                       Website:https://profitfirstprofessionals.com/  Facebook:https://www.facebook.com/ProfitFirstProfessionals/ LinkedIn:https://www.linkedin.com/company/profit-first-professionals/ Instagram:@proud_to_be_profitable Twitter:@profitfirstpros TikTok:https://www.tiktok.com/@profitfirstpros                   Corporate Partner:  Your Cyber Team - https://www.techiegurus.com/                               

10 Years of Profit First: A Special GMAP Anniversary Episode

Show Summary                                                                                     In today's episode of the Grow My Accounting Practice Podcast, we're thrilled to welcome Maddie Craig, the founder of Blue Cypher Bookkeeping, as our special guest. Maddie shares invaluable insights on being the ultimate brand ambassador for your business, emphasizing the importance of exuding confidence and pride in what you do. She highlights the significance of knowing your own limits and strategically navigating networking opportunities to maximize impact when it matters most. Furthermore, Maddie stresses the importance of bringing value first, establishing trust as an expert rather than adopting a sales-centric approach. She encourages listeners not to settle for less than they deserve, urging them to be selective in their partnerships and clients, just as they would in dating. Lastly, Maddie offers empowering advice on embracing authenticity and resilience in the face of criticism or rejection, reminding us that staying true to ourselves is key to long-term success. Tune in for an episode packed with actionable strategies and inspiration!           Website:https://www.bluecypherbooks.com/ Facebook:https://www.facebook.com/bluecypherbooks LinkedIn:https://www.linkedin.com/in/mscraig/                   Corporate Partner:  Very Very Video - www.veryveryvideo.com                                                                                             

Maddie Craig: Building the Brand of YOU

Show Summary                                                                         In today's episode of the Grow My Accounting Practice Podcast, we are joined by Jonathan Bello, the Founder/CEO and Principal Accountant of One 8 Solutions. Jonathan shares invaluable insights into building a successful team through effective hiring and onboarding strategies. Firstly, Jonathan delves into the hiring talent roadmap, emphasizing the importance of outlining clear objectives and expectations when bringing new talent on board. He discusses the significance of aligning hiring decisions with the company's long-term goals and culture, ensuring a cohesive and motivated team. Next, Jonathan highlights the crucial role of technology in their hiring process. He elaborates on how leveraging the right tools and systems streamlines recruitment efforts, enhances candidate experience, and ultimately contributes to building a high-performing team. Additionally, Jonathan underscores the importance of staying updated on emerging technologies to remain competitive in the recruitment landscape. Finally, Jonathan sheds light on their comprehensive approach to onboarding, going beyond mere tool familiarization. He emphasizes the importance of stretching comfort zones, providing ongoing training and coaching, and fostering a culture of growth and collaboration within the team. Jonathan's insights offer actionable strategies for firms looking to optimize their hiring and onboarding processes for sustained success.           Website: https://one8solutions.com LinkedIn:  https://www.linkedin.com/company/one-8-solutions Facebook:  https://www.facebook.com/One8Solutions  Twitter:  https://twitter.com/one8solutions  Instagram: https://www.instagram.com/one8llc                   Corporate Partner:  People Processes - https://peopleprocesses.com/                                                                                 

Working with Financial Advisors to Grow Your Practice with Mark Mersman

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