Ryan McGarghan: Putting It All Together: Profit First, CFO & Growth Strategies

Show Summary: 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!  More Education. More Functionality. More Profit!

Show Summary: 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/   Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

Show Summary: 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!  More Education. More Functionality. More Profit!

Show Summary: In this episode of the Grow My Accounting Practice podcast, Donna Lim shares her powerful journey with Profit First and how it transformed both her business and the insurance agents she serves. Once a reluctant accounting firm owner who found the profession “boring and sterile,” Donna realized her deeper calling was to support business owners. That mission drove her to embrace discomfort and growth—even when it meant raising prices and losing clients. But what she gained was far more valuable: clients who were willing to do the work and pay what she was truly worth. Donna’s story is one of courage, challenge, and learning to own both the wins and the hard lessons. Donna also dives into what makes her work with insurance agents so impactful. By truly understanding their industry and the trajectory of their processes, she customizes her approach to meet their unique needs. She talks about the importance of transparency—with clients and her team—and how shedding the wrong employees and clockworking her business helped her achieve more with fewer people. Her story is packed with lessons for accountants and bookkeepers who want to serve with purpose, step into growth, and guide their clients to real financial transformation.   Website: www.sooterconsulting.com LinkedIn: https://www.linkedin.com/in/donnasooterlim/ Facebook: https://www.facebook.com/sooterconsulting https://www.facebook.com/donna.sooter   Corporate Partner:People Processes - http://www.peopleprocesses.com/   Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

Show Summary: In this episode of Grow My Accounting Practice, Cathy Donovan Wagner, founder and CEO of RETAILMavens, joins us to unpack the deep, often overlooked connection between pricing and personal well-being. Cathy shares how pricing decisions don’t just affect your bottom line—they impact your soul, your mental health, your team, your clients, and even the legacies we help build. She dives into the fear many professionals experience around raising prices, rooted in a desire to be liked and accepted, and explains why that fear can be more damaging than rejection itself. Cathy also explores the transformative power of niching, emphasizing how narrowing your focus can dramatically improve the client experience and your own confidence. As a Certified Profit First Professional, she speaks to the courage and commitment it takes to do the “scary things” in business. This episode is a powerful reminder that when you price with intention and lead with purpose, you not only serve better—you thrive.   Website: https://www.retailmavens.com Podcast: https://www.richerretailerpodcast.com Social Media: @retailmavens Free Training:3 Steps to Maximize Retail Profit and Reduce Overwhelm: https://www.retailmavenspc.com/moreprofit   Corporate Partner:Relay.Fi - https://relayfi.com/   Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

Show Summary: Best-selling author and speaker Bob Burg joins us on this week’s episode of Grow My Accounting Practice to unpack the powerful concept of Genuine Influence — the kind that builds trust, fosters strong relationships, and leads to real results without manipulation. Bob shares the difference between influence and manipulation, walks us through the Five Principles of Genuine Influence, and even reveals the Eight Key Words that can inspire almost anyone to take action. We also explore why he doesn’t believe in “compromise” — and what to aim for instead. Whether you’re leading a team, working with clients, or growing your accounting firm, this episode will help you become a more persuasive, impactful, and ethical influencer.   Website: https://burg.com/ Daily Impact Email:  https://burg.com/daily-impact/ The Go-Giver Success Vault: https://thegogiveracademy.com/   Corporate Partner:Impressia Bank - https://impressiabank.bank/   Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

Show Summary: In this episode of Grow My Accounting Practice, we sit down with Ross Loveland, Founder & CEO of True Profit Salons, to talk about what it really takes to scale an accounting practice and evolve your services. Ross shares the early steps of building his practice, the lessons learned from choosing (and changing) a niche, and how a failed revenue stream taught him resilience and clarity. He dives into the power of strategic partnerships, adding tax services to a bookkeeping foundation, and why niching down can be a growth superpower. Now leading a team and stepping away from direct client work, Ross opens up about what it means to shift from technician to true business owner—and how you can do the same.   Website: https://trueprofitsalons.com/ Instagram:  https://www.instagram.com/trueprofitsalons/ YouTube: https://www.youtube.com/@TrueProfitSalons   Corporate Partner:Impressia Bank - https://impressiabank.bank/   Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

Show Summary: In this episode of Grow My Accounting Practice, we’re joined by Liz King Caruso—Event Strategist, Consultant, and CEO of Liz King Events and techsytalk—to dive into the power of building a community to grow your brand. Liz shares her insights on how businesses in 2025 are leveraging events not just for visibility, but for genuine connection and long-term growth. From in-person to virtual and hybrid gatherings, Liz explores the evolving trends in what attendees truly value—and how brands can meet those needs with intention and impact. She also unpacks the most common missteps businesses are making with their events and why simply “hosting” isn’t enough. Plus, she answers a key question on every business owner’s mind: is it still worth investing in events? Tune in to discover how thoughtful, community-centered events can be a game-changer for your brand.   LinkedIn: https://www.linkedin.com/in/lizkingevents/   Corporate Partner:FlexPoint - http://www.getflexpoint.com   Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

Show Summary: In this episode of Grow My Accounting Practice, we’re joined by Edward Brooks to unpack “The 5 Reasons Stopping CPA Firms From Adding Millions in Revenue, Value, and Wealth.” Edward shines a light on why, even in a booming market, most CPA firms are leaving massive growth opportunities on the table. He challenges firm owners to take a hard look at the habits, assumptions, and blind spots that are holding them back from unlocking serious financial potential. Edward takes us deeper into why many CPA firms live with business risks they would never accept for their clients, and how this disconnect could be stalling progress. We explore the persistent talent shortage in the industry—not just why it exists, but what firms should be doing to address it. Plus, we tackle the elephant in the room: marketing. Why are so many firms still ignoring it, and what could change if they embraced it? Looking ahead to 2025, Edward outlines actionable strategies that any CPA firm can use to fuel massive growth in both revenue and value. Whether you're a solo practitioner or managing a growing team, this episode delivers bold insights and practical steps to help you seize the opportunities in front of you. Don’t miss this powerful conversation that might just change how you run your practice.   LinkedIn:http://linkedin.com/in/edward-brooks/   Corporate Partner:Impact Global Solutions - [email protected]   Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

Show Summary: In today’s episode of the Grow My Accounting Practice podcast, Sandro Barbacini, co-founder of Vet in Business, joins the show to explore the power and importance of choosing a niche. Sandro shares how and why he started VIB from scratch, transitioning from veterinary medicine into business coaching, and how narrowing his focus helped build a thriving, purpose-driven practice. Throughout the conversation, Sandro emphasizes that choosing a niche not only helps clarify your message and attract the right clients, but also sets the foundation for sustainable growth. He discusses the value of authenticity and vulnerability in the marketing and sales process, explaining how being real and human can create deeper client connections. Sandro also highlights the impact of building strategic partnerships with mentors and modeling from others who have achieved success. Lastly, he reflects on the natural rhythm of the sales cycle and how aligning with it—rather than pushing against it—can lead to better results and long-term client relationships. This episode is a must-listen for any financial professional looking to stand out, grow intentionally, and lead with purpose.   LinkedIn:https://www.linkedin.com/in/sandro-barbacini-57751814/   Corporate Partner:Your Cyber Team - https://yourcyberteam.com/   Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!