Donna Lim: Journey with Profit First and Insurance Agents

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business · Jun 5, 2025 · 34m

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…