Paige Wiese: How To Become an Authority as a Finance Professional

Show Summary: 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!

Show Summary: In this episode of Grow My Accounting Practice, we welcome Ian Vacin, co-founder of Karbon and co-author of the upcoming book Scale with Purpose: The Service Entrepreneur’s Guide to Intentional Growth, written with Jason Blumer. Together, they’ve drawn from over 25 years of experience advising, consulting, and mentoring service firm owners to create a practical roadmap for entrepreneurs who want to grow their businesses intentionally—not accidentally. Ian discusses why scaling a service-based business is about far more than just growth in numbers. He shares insights from the book, including how to optimize human capital, plan across different time horizons, and address the biggest challenge that keeps owners up at night: capacity. From understanding when your team is overworked or underutilized to navigating structural adjustments at different growth plateaus, Scale with Purpose offers proven tools and case studies that help owners maximize profitability while building sustainable businesses. Whether you’re leading a small team or running a firm with dozens of employees, this conversation will give you a clear framework to scale consciously, manage your team effectively, and unlock the true enterprise value of your company.   Website:scalewithpurpose.info karbonhq.com/practice-excellence/ https://karbonhq.typeform.com/leader-survey   Corporate Partner:Miles Talent Hub - http://www.mileseducation.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 sit down with Najma Khan, Certified Profit First Professional and founder of Rocket to Profit. Najma shares how implementing Profit First from day one—before she even had consistent income—set the foundation for her business and her clients’ success. She walks us through her calm, client-centered approach to introducing Profit First without overwhelming or “selling,” and how she reframes the most common resistance: opening multiple bank accounts. Najma also reveals the powerful emotional shift clients experience once they gain financial clarity, moving from stress and uncertainty to confidence and control. Finally, Najma explains why she sees profit as more than just numbers on a balance sheet—it’s a tool for contribution. This belief has guided her in helping fund clean water projects in underdeveloped communities, showing that profit can truly change lives.   Website: www.cashflowclarity.com.au/cashflow Instagram:@rockettoprofit LinkedIn: http://linkedin.com/in/najmakhan   Corporate Partner:Pumpkin Plan Your Biz - https://pumpkinplanyourbiz.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, finance insider turned industry disruptor Wallis Tsai reveals how high earners can use life insurance strategically to reduce taxes, protect their wealth, and build long-term financial security. Drawing on her experience as a former Goldman Sachs investment banker and hedge fund investor, Wallis shares a refreshingly transparent, no-BS approach to insurance-based wealth planning that cuts through the jargon and gets straight to what works. From protecting against the financial devastation of a health crisis to understanding why disability insurance is often the most overlooked coverage, Wallis explains how to prevent common and costly mistakes. She also explores why today’s long-term care options are better than ever, the critical insurance moves expectant parents should make, and how fiduciaries can identify and avoid bad advice. Whether you’re advising clients or managing your own finances, Wallis delivers actionable strategies to help you lead smarter conversations and make confident, well-informed decisions.   Website: https://www.aboveboardfinancial.com/ LinkedIn: https://www.linkedin.com/in/wallis-tsai-31622a1/   Corporate Partner:People Processes - https://peopleprocesses.com/ Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

Show Summary: In today’s episode of Grow My Accounting Practice, we’re joined by Dana Staszkiewicz—Co-Founder of The Opus & Golds Group and former GM/COO of All Hours Plumbing, Heating, and Air. Dana shares how she helped scale a home service business from $12M to $20M in under three years, leading to a successful sale in 2023. She walks us through what the business looked like when she stepped in versus where it landed at exit, and how her diverse background—from advertising agency leadership to retail management—uniquely shaped her approach. Dana also unpacks the critical role numbers played in driving strategic decisions, how The OG Group partners with businesses through hands-on on-sites and equity participation, and the empowering work she’s doing through her two women’s leadership groups. If you're looking to scale, optimize, or transition a business—this episode is full of actionable insight. Don’t miss it!   Website: https://opusgolds.com Facebook: https://www.facebook.com/share/g/1BaZVcmakY/   Corporate Partner:Relay.Fi - https://relayfi.com/ Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

Show Summary: What if you could tap into your full learning potential—on demand? In this powerful episode of Grow My Accounting Practice, Dr. Sonny Magana, award-winning educator and globally recognized learning expert, shares how learning is not just a skill, but the foundation of all human achievement. Drawing from his groundbreaking research, Dr. Magana introduces us to the concept of “Learning in the Zone”—a state where individuals consistently achieve optimal learning performance. You’ll discover how, regardless of how fast or slow we learn, there are proven principles that can accelerate learning for everyone. At the core of this transformation are Dr. Magana’s 7 Habits of Meta-Learners—practical, science-backed behaviors that help individuals and teams unlock their highest potential. Whether you're a solo practitioner or leading a team, this episode is packed with insights that can help you create a culture of continuous improvement, personal mastery, and “Zone-ness” in your firm. 🎧 Tune in to learn how to transform your mindset—and your results—through the power of meta-learning.   Website: www.maganaeducation.com LinkedIn: www.linkedin.com/sonnymagana   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 empowering episode of Grow My Accounting Practice, we’re joined by Jen Perez, a Certified Profit First Professional, entrepreneur, and author of "69 Ways Money Is Like Sex." Jen is known for sparking bold conversations that challenge the status quo—and help business owners take back control of their finances and freedom. Jen dives into the three key levers every entrepreneur must master to scale sustainably: people, time, and money. She shares the creative process behind her book and how powerful analogies can help entrepreneurs finally get out of their own way—financially and emotionally. We also explore why financial success isn’t just about profit—it’s about designing a business that supports the life you actually want. Jen opens up about the most common mistakes she sees with Profit First implementations, and how to tailor the system to work with your brain and lifestyle, not against it. Plus, she shares how she built a six-figure business through relationship-based marketing and consistent, in-person networking—no burnout required. This episode is a must-listen for financial professionals and business owners who want real growth without shame, spreadsheets, or stress. 🎧 Tune in now!   Website: TheJenPerez.com LinkedIn: https://www.linkedin.com/company/thespicyceo Facebook: https://www.facebook.com/thespicyceo Instagram:https://www.instagram.com/thespicyceoco Free Gift: (Spicy CEO Checklist - 10 Profit-Killing Habits to Break Before You Burn Out) https://thejenperez.com/checklist Book Interest: https://69waysmoneyislikesex.com   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, Michelle Weinstein, founder of The Abundant Accountant, dives into the crucial topics of sales, pricing, and client qualification for accounting firm owners. Michelle shares insights on how to recognize if you’re undercharging—and the long-term consequences of doing so, including burnout, client resentment, and stalled growth. She introduces the concept of optimal capacity, helping firm owners understand how to reduce their workload without sacrificing revenue. Michelle also explains how to strategically increase revenue with less stress, preparing your firm for greater profitability and a potential future sale at a high multiple. The conversation explores the most common mistakes accountants make when raising fees, and what to do instead to boost client buy-in and value perception. Plus, Michelle clarifies the important distinction between sales and marketing, offering actionable advice on how to strengthen both. This episode is a must-listen for firm owners ready to shift from survival mode to sustainable success.   The Abundant Accountant Podcast:  https://apple.co/2zMKpgz Facebook:thepitchqueen Instagram:@thepitchqueen Twitter:@thepitchqueen LinkedIn:https://www.linkedin.com/in/michelleweinstein/   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 of the Grow My Accounting Practice podcast, we’re joined by Barrie Cohen, Founder and CEO of BCPR, to explore how public relations can be a powerful tool for financial professionals. Barrie breaks down what PR really is—and why it’s more important than ever for finance experts to build authority, gain visibility, and stand out in a competitive industry. She shares when and how financial professionals should begin investing in PR, the strategic value it brings, and practical tips for using it to attract the right clients. Barrie also dives into how to stay relevant in a fast-moving, saturated space and highlights the best media platforms and outlets for financial experts looking to strengthen their presence and credibility. Whether you're new to PR or ready to take your visibility to the next level, this episode is filled with insights you can put to use right away.   Website:https://bcpublicrelations.com/ Facebook:https://www.facebook.com/barriecohenpr Instagram:https://www.instagram.com/barriecohenpr/ LinkedIn:https://www.linkedin.com/in/barrie-cohenpr/ Corporate Partner:Miles Talent Hub. - www.mileseducation.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, Kristin Meador, CPA and founder of Gradient Accounting, shares how she successfully runs her growing firm while traveling the world as a digital nomad. Kristin breaks down what it truly means to live and work as a digital nomad—and why this lifestyle is becoming more common among firm owners. She offers her top tips for managing a firm on the move, including the importance of choosing the right niche and building a client base that aligns with your values and lifestyle. Kristin also explains how implementing Profit First has helped her step away from the daily grind and operate more strategically. Plus, she introduces her proprietary Freedom Formula, a framework designed to help both her and her clients achieve Sales Freedom, Calendar Freedom, and Profit Freedom. Website:https://gradientaccounting.com/ Instagram:https://www.instagram.com/gradientaccounting/ LinkedIn:https://www.linkedin.com/in/kristin-disbrow-meador-cpa-3aba8b76/ Corporate Partner:Cashflow Mike - http://www.cashflowmike.com/ Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!