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What Most Accounting Firms Get Wrong About Serving Niche Clients — with Marta Grunberg

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Manage episode 476177515 series 3589598
Content provided by James Donovan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by James Donovan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

You don’t need more clients. You need the right ones—and a system that keeps them.

That’s exactly what Marta Grumberg built with Grumberg Accounting: a hands-free, high-retention accounting service tailored specifically for bars, restaurants, and caterers.

In this episode, Marta joins James to break down how she became the go-to financial partner for food businesses across the U.S.—and how she’s grown through referrals, retention, and relevance.

You’ll learn:

  • How going deep in one industry built long-term loyalty
  • The behind-the-scenes of helping clients survive (and thrive) through COVID
  • Why most firms miss the mark when “niching down”
  • How Marta’s content speaks directly to what her clients feel—not just what they need
  • What’s next for building a modern accounting firm in a specialized space

If you’re building a relationship-first firm with real staying power, this is the niche playbook you didn’t know you needed.

Send us a text

This episode is brought to you by Universal Accounting - the gold standard for accounting professionals who actually want to grow firms, not just do books.
Whether you're solo, scaling, or somewhere in between, their certification programs in bookkeeping, tax, and advisory give you the tools, confidence, and credibility to serve clients at a higher level and build a real business.
Get trained. Get certified. Get growing → universalaccounting.com
Ready to turn your firm into a lead-generating, profit-driving machine?
We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork.
Let’s map out your growth plan together → Book your free strategy call

  continue reading

Chapters

1. Introducing Grunberg Accounting (00:00:00)

2. Specializing in the Food Industry (00:01:05)

3. COVID Success Stories (00:03:01)

4. Marketing Strategy and Client Acquisition (00:06:44)

5. Business Evolution and Family Partnership (00:12:53)

6. Future Plans and Closing Advice (00:16:27)

38 episodes

Artwork
iconShare
 
Manage episode 476177515 series 3589598
Content provided by James Donovan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by James Donovan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

You don’t need more clients. You need the right ones—and a system that keeps them.

That’s exactly what Marta Grumberg built with Grumberg Accounting: a hands-free, high-retention accounting service tailored specifically for bars, restaurants, and caterers.

In this episode, Marta joins James to break down how she became the go-to financial partner for food businesses across the U.S.—and how she’s grown through referrals, retention, and relevance.

You’ll learn:

  • How going deep in one industry built long-term loyalty
  • The behind-the-scenes of helping clients survive (and thrive) through COVID
  • Why most firms miss the mark when “niching down”
  • How Marta’s content speaks directly to what her clients feel—not just what they need
  • What’s next for building a modern accounting firm in a specialized space

If you’re building a relationship-first firm with real staying power, this is the niche playbook you didn’t know you needed.

Send us a text

This episode is brought to you by Universal Accounting - the gold standard for accounting professionals who actually want to grow firms, not just do books.
Whether you're solo, scaling, or somewhere in between, their certification programs in bookkeeping, tax, and advisory give you the tools, confidence, and credibility to serve clients at a higher level and build a real business.
Get trained. Get certified. Get growing → universalaccounting.com
Ready to turn your firm into a lead-generating, profit-driving machine?
We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork.
Let’s map out your growth plan together → Book your free strategy call

  continue reading

Chapters

1. Introducing Grunberg Accounting (00:00:00)

2. Specializing in the Food Industry (00:01:05)

3. COVID Success Stories (00:03:01)

4. Marketing Strategy and Client Acquisition (00:06:44)

5. Business Evolution and Family Partnership (00:12:53)

6. Future Plans and Closing Advice (00:16:27)

38 episodes

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