William Spengler: Why Great CFOs Hate Traditional Hiring

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 He reveals how outdated recruiting systems lack the data integrity, accountability, and measurable ROI that finance executives rely on in every other area of business.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 flexible, commission-based partnerships, delivers precision, speed, and long-term retention. He explores how finance leaders balance cost control, culture, and urgency when filling high-impact roles, and what Frederick Fox has learned from working with more than 700 clients. The episode closes with practical lessons any firm can use to improve leadership, growth, and talent strategy beyond recruiting.   Website:https://frederickfox.com/ LinkedIn:  https://www.linkedin.com/in/william-spengler-2193433a/ https://www.linkedin.com/company/frederick-fox/  Facebook: https://www.facebook.com/FrederickFoxGroup/   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 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 especially important in the current tax landscape. Listeners will learn who is the best fit for a cost segregation study – including real estate investors, commercial property owners, and the CPAs who advise them – and why partnering with ETS ensures accuracy, compliance, and maximum value. If you want to help your clients keep more of what they earn, this episode is your roadmap.   Website:https://portal.engineeredtaxservices.com/cost-segregation/quick-start   Corporate Partner:The Abundant Accountant - https://theabundantaccountant.com/ Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

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, which focuses on People, Profit, Process, and the all-important X factor: user and customer experience. Listeners will hear how 3PX Coaching and the 3PX Podcast are helping business owners build stronger, more efficient, and more purpose-driven companies. Website:www.foreword.comwww.3pxcoaching.com   Corporate Partner:Kick - https://www.kick.co/ Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

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 shifts that members can apply immediately—plus inspiring success stories from firms that have transformed through Profit First. The hosts also share what's next for the community and how to keep the momentum going beyond the event.   Website:https://profitfirstprofessionals.com/ Facebook:https://www.facebook.com/ProfitFirstProfessionals/ Instagram:https://www.instagram.com/proud_to_be_profitable/ LinkedIn:https://www.linkedin.com/company/profit-first-professionals/ TikTok:https://www.tiktok.com/@profitfirstpros YouTube:https://www.youtube.com/@ProfitFirstProfessionalsInc.   Corporate Partner:Bill.com - https://www.bill.com/grow 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, 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 dives into several key tax strategies that accountants can use to better serve their clients, including the importance of capturing "use it or lose it" deductions before they expire, creative approaches for high-earning W-2 clients, and how to leverage solar tax incentives to help clients save while investing in renewable energy. His perspective challenges traditional thinking and offers practical ways to identify opportunities that often go unnoticed in standard compliance work. Throughout the conversation, Mark highlights the power of overcommunication — ensuring clients understand their tax strategy, timelines, and next steps. By leading with transparency and education, he demonstrates how firms can build stronger relationships and deliver measurable results. This episode is packed with actionable insights for accountants ready to move from reactive tax filing to strategic tax planning that creates lasting client impact.   Website:https://www.prosperlcpa.com YouTube:https://www.youtube.com/@markperlbergcpa   Corporate Partner:Bill.com - https://www.bill.com/grow 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 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 Method, a revenue- and profit-focused framework that creates confidence, capacity, and control for both practitioners and clients. Tune in to learn how to transform your firm's systems and elevate your client service with a model built for sustainable success.   Website:www.momentumbk.com   Corporate Partner:Bill.com - https://www.bill.com/grow Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

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 measurable impact but also commands premium pricing and builds deep trust with clients. Listeners will hear real-world stories of purpose-driven businesses that have achieved both profitability and impact with EJC's guidance, and learn how values-aligned service providers gain a competitive advantage through stronger relationships and referral networks. Rachel also introduces B.R.I.D.G.E., EJC's innovative membership program that scales social impact while generating recurring revenue — proving that sustainability and growth can go hand in hand. 🎧 Bonus insight: Rachel shares how working with mission-driven clients has transformed her own sense of personal fulfillment and purpose as a financial professional.   Website:http://www.ejconsortium.com/   Corporate Partner:Bill.com - https://www.bill.com/grow 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, 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 creating a business you truly love, while guiding others toward prosperity. Website:https://lanternway.com/summit TikTok: https://www.tiktok.com/@marcelwasserman   Corporate Partner:Bill.com - https://www.bill.com/grow Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

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.   Website:https://sheknowsprofits.com LinkedIn: https://www.linkedin.com/in/erika-jones-cfo-profit-first-professional/ YouTube: https://www.youtube.com/@SheKnowsProfits   Corporate Partner:Bill.com - https://www.bill.com/grow Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

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 concerned about disruption or excited about innovation, this episode offers a clear roadmap for embracing AI and future-proofing your practice. LinkedIn:https://www.linkedin.com/in/petermccarroll/   Corporate Partner:Bill.com - https://www.bill.com/grow Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!