Paige Wiese: How To Become an Authority as a Finance Professional
Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
Release Date: 09/04/2025
Gabriel Florentino: Cost Segregation
Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
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...
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Wayne Foreman: Journey to Profit First and Profit Freedom
Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
Show Summary: In this episode, Wayne Foreman shares his powerful journey from launching CDF with almost no capital to scaling it into a family of five successful companies with more than 150 team members. He opens up about the role faith played in his entrepreneurial path — including the prayer that shifted everything — and how trusting God through both challenges and victories shaped his business decisions. Wayne also explains how discovering Profit First transformed the way he operated, giving him clarity, stability, and true profit freedom. He dives into his coaching framework, 3PX,...
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ProfitCON 2025: What Was Hidden in Plain Sight
Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
Show Summary: In this special episode of the Grow My Accounting Practice Podcast, hosts Ron Saharyan, Liz Szporn, and Mike Michalowicz take listeners behind the scenes of ProfitCON 2025, the exclusive annual gathering for Profit First Professionals. They explore this year’s theme, “In Plain Sight,” uncovering how profit, purpose, and potential are often right in front of us. The team shares highlights from standout speakers, powerful sessions, and moments that inspired connection and growth within the community. Listeners will hear practical insights on pricing, efficiency, and mindset...
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Mark Perlberg: Tax Planning
Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
Show Summary: In this episode of the Grow My Accounting Practice Podcast, Mark Perlberg, founder of Prosperl CPA, joins the show to discuss how accounting professionals can elevate their services through proactive tax planning. Based in Atlanta, Georgia, Mark specializes in advanced tax-reduction strategies for high-income real estate investors and entrepreneurs across the U.S. He shares his insights on what it takes to build a team capable of delivering high-value tax planning rather than simply filing returns, emphasizing structure, communication, and the right mindset for firm growth. Mark...
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Laura Shepherd: Momentum BK Business Model and Client Service Method
Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
Show Summary: In this episode of Grow My Accounting Practice, we’re joined by Laura A. Shepherd, founder of Momentum BK, My Top Bookkeeper LLC, and MTB Management LLC. Laura shares how the Momentum BK Business Model empowers accounting professionals and business owners alike through its dual-purpose design—streamlining firm operations while enhancing client outcomes. Listeners will discover how the model guides firms from startup to scalable, turning standard operating procedures into strategic assets that drive growth and consistency. Laura also unpacks the Momentum BK Client Service...
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Rachel Bernier-Green: Leading the Social Impact Revolution
Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
Show Summary: In this inspiring episode of the Grow My Accounting Practice podcast, Mike Michalowicz and Ron Saharyan sit down with Rachel Bernier-Green, founder and CEO of the Economic Justice Consortium (EJC), to explore how financial professionals can lead — and thrive in — the social impact revolution. Rachel shares how the booming $715B ESG investment market and the B-Corp movement are creating unprecedented opportunities for accountants, bookkeepers, and advisors who want to align profit with purpose. She reveals how EJC’s equity-centered consulting model not only delivers...
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Marcel Wasserman: Building Prosperity for Clients and for Life
Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
Show Summary: In this episode of the Grow My Accounting Practice podcast, we welcome Marcel Wasserman—strategic business coach, licensed financial planner, and founder of LanternWay. Marcel shares how his greatest reward comes from seeing clients flourish and prosper from the work they do together. With over a decade of experience in financial planning, Marcel has built a business that not only supports his clients’ growth but also provides him with a fulfilling lifestyle—one filled with freedom, purpose, and the joy of helping business owners thrive. Tune in to hear his insights on...
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Erika Jones: Turning Invisible Revenue into Usable, Visible Profit with the Profit Seen™ System
Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
Show Summary: In this episode, Erika Jones explains how accounting professionals and business owners can identify profit leaks, adjust their pricing and cash flow strategies, and implement a CFO-backed system that makes profitability predictable rather than accidental. She also shares how she combines the Profit First framework with her proprietary Profit Seen™ system to help clients move from guesswork to financial clarity and sustainable growth. LinkedIn: YouTube: Corporate Partner:Bill.com - is here! ...
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Peter McCarroll: AI for Accountants
Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
Show Summary: In this episode, we explore the future of accounting in the age of AI and what firms need to do to stay ahead. From the growing risk of transactional work becoming undervalued to the reality that software providers like Intuit and Xero won’t be protecting accountants, the conversation gets straight to the point: AI won’t replace accountants—but accountants who use AI will replace those who don’t. We dive into why effective staff training and leadership are critical, and how firms can unlock big advantages by building their own micro tools and AI agents. Whether you’re...
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Kayla Caldwell: The PEACE Strategy
Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
Show Summary: In this episode, we dive into a new book by Kayla Caldwell, Profit First Professional, founder of KC Virtual Bookkeeping, and creator of the PEACE framework. The PEACE Strategy combines the practical money management principles of Profit First with intuitive strategy and nervous system-aware business design. Built around five pillars—Profit, Energy, Alignment, Capacity, and Ease—this framework helps women entrepreneurs move beyond burnout and financial overwhelm to build businesses that truly support their lives. Kayla shares how baby steps toward Profit, clarity around...
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In this episode, we sit down with Paige Wiese, Founder and CEO of Tree Ring Digital, to explore how finance professionals can leverage marketing to establish authority, attract the right clients, and scale with confidence. Paige discusses why accounting firms should embrace marketing or partner with experts like her to accelerate growth, and she shares strategies for building and distributing content that positions professionals as trusted leaders in their field. She also explains how AI can be used to streamline content creation, the role SEO plays in ensuring content reaches the right audience, and how growing practices can effectively manage and expand their content distribution. Packed with actionable insights, this conversation is a must-listen for any finance professional looking to strengthen their brand and stand out in a competitive market.
Website:
https://www.treeringdigital.com/
http://treeringdigital.com/profitfirst
LinkedIn:
https://www.linkedin.com/in/paigewiese/
https://www.linkedin.com/company/treeringdigital/posts/?feedView=all
Facebook:
https://www.facebook.com/TreeRingDigital/
Instagram:
https://www.instagram.com/treeringdigital/
YouTube:
https://www.youtube.com/@treeringdigital
Corporate Partner:
Your Cyber Team - https://yourcyberteam.com/
Profit First App Version 2.0 is here!
More Education. More Functionality. More Profit!