Executive Insights Podcast — Matthew Birch (Founder, Legacy Profit Solutions) скачать в хорошем качестве

Executive Insights Podcast — Matthew Birch (Founder, Legacy Profit Solutions)

In this episode of the Executive Insights Podcast, host Dallion Broomfield sits down with Matthew Birch, Founder of Legacy Profit Solutions. Matthew helps business owners find their “forever bookkeeper”—so they can stop guessing, get on-time reporting, and make smarter decisions that actually improve profit and cash flow. Matthew shares his journey from management accounting and corporate CFO roles to small business advisory—and the pivotal moment when he joined his wife’s bookkeeping firm, helped scale it from 15 clients to 150, and then got (politely) “fired” so he could build what became Legacy Profit Solutions. If you’re a business owner who knows your numbers matter—but doesn’t have time to become a finance expert—this episode is a practical look at how the right bookkeeping partner and system can unlock clarity, profitability, and long-term legacy. In this conversation, we cover: Matthew’s background: CMA → CPA track, controller/CFO leadership, and why corporate change is “moving a ship” The story behind scaling Birch Accounting from 15 → 150 clients (and why his wife didn’t want more growth) Why bookkeeping is not one-size-fits-all (restaurant vs. builder vs. nonprofit vs. law firm) The biggest shift for small businesses today: tools, cloud accounting, and AI that used to be “enterprise-only” What owners should realistically expect now (without doing the work themselves): the right pro + the right cadence The profitability unlock most owners miss: tracking gross profit consistently before margins erode What Legacy Profit Solutions actually does: A searchable directory matching owners with industry-experienced bookkeepers Verification via client reference checks (not just “trust me” claims) Search by industry, location, and accounting platform What “create your legacy” means in real business terms (getting out of survival mode and back to the original vision) Non-negotiables owners should ask about (structured onboarding + workflow/communication discipline) Matthew’s vision: evolving from a directory into a true community for owners, accountants, and bookkeepers Learn more / Access the Directory Website + Directory: LegacyProfit.ca Click “Find your forever bookkeeper” at the top of the page to search the directory. Subscribe for more conversations with operators and advisors helping owners build companies that are profitable, sustainable, and built to last. #ExecutiveInsightsPodcast #Bookkeeping #SmallBusinessFinance #CashFlow #Profitability #GrossProfit #FinancialReporting #BusinessGrowth #Entrepreneurship #Accounting #SmallBusinessCanada #CFO #BusinessSystems #ScaleYourBusiness #BuiltToLast