Virtual Rolodex with Liz Szporn, Profit First
From Virtual Rolodex hosted by TXCPA Houston by Kristie Ondracek
February 12, 2026
About this episode
Kristie Ondracek interviews Liz Szporn about the Profit First methodology and its impact on accounting professionals' advisory services.
In this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek welcomes Liz Szporn, Senior Guide at Profit First Professionals, to discuss how accounting professionals can elevate their advisory services and help clients become intentionally profitable. Liz explains the Profit First methodology—originally introduced in the book by Mike Michalowicz—and how it transforms traditional accounting from historical recordkeeping into forward-looking, profit-driven advisory. Together, they explore how accountants can move beyond compliance work, overcome AI-driven disruption fears, and create high-value client relationships rooted in clarity, accountability, and measurable results. If you’re a CPA, bookkeeper, or financial professional wondering how to strengthen your advisory services and increase profitability—for both your clients and yourself—this episode is for you. What You’ll Learn in This Episode ???? What Profit First Really Is Profit First is essentially the “envelope system for businesses”—a framework that allocates money intentionally into designated accounts (profit, owner’s pay, taxes, operating expenses) to create financial clarity and discipline. ???? Why Business…
People in this episode
Host: Kristie Ondracek
Guest: Liz Szporn
Topics covered
- advisory services
- Profit First methodology
- accounting professionals
- financial clarity
- client relationships
Keywords
- Profit First
- accounting
- advisory services
- financial clarity
- business profitability
- client relationships
- AI disruption
Mentioned in this episode
Organizations: Profit First Professionals
Books & works: Profit First
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