John Zakel, Jr.: 401(k)s as a Tool for Growth, Retention & Tax Efficiency
Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
Release Date: 01/15/2026
Brandon Hall: Scaling Accounting Firms: Leadership, Sales, and Accountability That Actually Work
Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
Show Summary: In this GMAP episode, Brandon Hall joins the conversation to break down what actually holds accounting firms back from meaningful scale—and why technology alone isn’t the answer. Drawing from his experience as a CPA, firm founder, and real estate investor, Brandon explains why most firms don’t have an operations problem—they have a sales and leadership problem. He challenges the idea that sales should be “balanced” with operations, arguing instead that healthy firms intentionally let sales outpace operations to force growth, systems, and accountability. The discussion...
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John Zakel, Jr.: 401(k)s as a Tool for Growth, Retention & Tax Efficiency
Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
Show Summary: In this episode, we’re joined by John Zakel, Jr., founder of Smooth 401k, to explore how business owners can turn their 401(k) plans into a strategic advantage—not just a benefit expense. John breaks down why many small and mid-sized businesses overpay for their 401(k) plans and what owners can do to fix it. He explains how the right plan design can support business growth, improve employee retention, and create meaningful tax savings for both employers and their teams. The conversation also covers the rise of pooled and tech-enabled 401(k) platforms, how recent changes under...
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Dr. Holly A. Tucker: Posture and Ergonomics for Profitability
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, Dr. Holly Tucker joins the conversation to explore the powerful connection between physical well-being and business profitability. Dr. Tucker shares her journey as a chiropractor and how her passion for helping others extend beyond the treatment room and into supporting professionals—especially women in the chiropractic field—through the Profit First framework. She discusses her path to joining the Beyond Your Books team and how she bridges chiropractic care with financial advisory work. Dr. Tucker explains why...
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Justin Allan Montgomery: How I Scaled an 8-Figure Course Business—No Fancy Funnels
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 sit down with Justin Allan Montgomery, founder of ProCourseStart, to unpack how professionals can scale an eight-figure continuing education (CE) business—without fancy funnels or marketing gimmicks. Justin shares why accountants are uniquely positioned to launch CE businesses as a powerful passive income stream and explains how this model helps break the time-for-money trap that keeps many firm owners overworked and capped on income. He also dives into the growing role of AI in accounting and other professional fields,...
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William Spengler: Why Great CFOs Hate Traditional Hiring
Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
Show Summary: In this episode, William Spengler breaks down why traditional hiring continues to fail finance leaders—and what top CFOs are demanding instead. He reveals how outdated recruiting systems lack the data integrity, accountability, and measurable ROI that finance executives rely on in every other area of business. William explains why the best CFOs don’t want résumé collectors—they want strategic partners who understand business drivers and build relationships before a job search begins. William also shares how Frederick Fox’s performance-first hiring model, built on...
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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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In this episode, we’re joined by John Zakel, Jr., founder of Smooth 401k, to explore how business owners can turn their 401(k) plans into a strategic advantage—not just a benefit expense.
John breaks down why many small and mid-sized businesses overpay for their 401(k) plans and what owners can do to fix it. He explains how the right plan design can support business growth, improve employee retention, and create meaningful tax savings for both employers and their teams.
The conversation also covers the rise of pooled and tech-enabled 401(k) platforms, how recent changes under SECURE 2.0 unlock overlooked tax credits, and why employee education is the key to building a stronger financial culture inside your organization.
If you’re a business owner looking to reduce costs, attract and retain great people, and use your retirement plan more intentionally, this episode offers practical insights you won’t want to miss.
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