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PODCAST

Growing Your Firm | Strategies for Accountants, CPA"s, Bookkeepers , and Tax Professionals

Jetpack Workflow

Growing Your Firm is the top podcast for ambitious firm owners to find tips, tactics, and strategies on how to grow their firm (or practice). In this podcast we"ll be interviewing unique thought leaders in accounting, tax, and bookkeeping about topics including: practice management, marketing, social media, succession planning, partner relations, hiring, pricing, and much more.

business management

All Episodes

Using LinkedIn to Drive $500K+ in CAS Services...

Growing Your Firm | Strategies for Accountants,... ·

2024/11/07

In this episode of Growing Your Firm, host David Cristello welcomes Roman Villard, CPA, founder of Full Send Finance and co-founder of Full Send Design. The conversation kicks off with a focus on the importance of consistency in achieving success across various endeavors, including social media and business. Roman shares insights from his experiences on LinkedIn, where his consistent efforts have significantly increased awareness of his brand and services over the past year and a half. The

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34:46

Using LinkedIn to Drive $500K+ in CAS Services...

Growing Your Firm | Strategies for Accountants,... ·

2024/11/07

In this episode of Growing Your Firm, host David Cristello welcomes Roman Villard, CPA, founder of Full Send Finance and co-founder of Full Send Design. The conversation kicks off with a focus on the importance of consistency in achieving success across various endeavors, including social media and business. Roman shares insights from his experiences on LinkedIn, where his consistent efforts have significantly increased awareness of his brand and services over the past year and a half. The

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23:30

Scaling Down Post Covid and Designing the Ideal...

Growing Your Firm | Strategies for Accountants,... ·

2024/10/25

In this episode of Growing Your Firm, host David Cristello welcomes Jeremy Wells, EA and CPA, owner of JWellsCFO and Chief Operating Officer Steadfast Bookkeeping. Jeremy Wells is a distinguished entrepreneur and financial expert, recognized for his innovative approach to accounting and business strategy. He has dedicated his career to empowering small businesses and solopreneurs through comprehensive tax planning and strategic business advisory services. Jeremy specializes in tax planning and

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27:27

How Did this Firm Owner 2X Revenue Without Burning...

Growing Your Firm | Strategies for Accountants,... ·

2024/10/17

In this episode of Growing Your Firm, host David Cristello interviews Logan Graff, a virtual CPA firm owner (The Graf Tax Co. PLLC) based in Central Texas and a rising star on YouTube. Logan Graff is a dynamic and innovative figure in the accounting industry, known for his unique approach to running a virtual CPA firm and his engaging content creation on platforms like YouTube and Twitter. Logan shares his journey of starting his firm at the age of 30 and the challenges he faced, including pricing

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31:23

Doubling Revenue to $2M within 12 Months of...

Growing Your Firm | Strategies for Accountants,... ·

2024/10/10

In this episode of the Growing Your Firm Podcast, host David Cristello welcomes Patrick Dichter, the owner of an acquisition engine specializing in acquiring accounting firms. And owner of Appletree Business Services, a modern accounting and tax firm for small businesses. The conversation delves into Patrick's successful strategies for acquiring firms, his approach to client mix, and how his model differs from conventional accounting practices. With a focus on efficiency and client care, Patrick

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24:21

AI's Impact on Tax Research and More w/ Piritta Van Rijn

Growing Your Firm | Strategies for Accountants,... ·

2024/09/19

In this episode of Growing Your Firm, host David Cristello welcomes Piritta Van Rijn, the Global Head of Product and SVP for the accounting tax and practice division at Thomson Reuters. They delve into the exciting potential of AI and generative AI for firm owners, discussing how these technologies can free up time and enhance the expertise of existing talent. Piritta shares insights from a recent report on future productivity trends in the accounting and tax industries, highlighting the importance

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19:41

How to Spin Out and Grow a Wealth Management Firm...

Growing Your Firm | Strategies for Accountants,... ·

2024/09/05

On this episode of Growing Your Firm, host David Cristello interviews Michelle Neiswender, CFP the founder and CEO of FIRE Wealth Management. Michelle shares insights from her experience in the wealth management industry, offering valuable lessons applicable across different sectors. As a fee-only certified financial planner, Michelle specializes in serving physicians, dentists, and high-income families with comprehensive planning. Listeners can expect discussions on workflow, process, tech stack,

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29:39

300 Client Consults in Year 1? Learn How and More w/...

Growing Your Firm | Strategies for Accountants,... ·

2024/08/22

On this episode of Growing Your Firm, David Cristello interviews Max Minsker, the founder and CEO of Bookmate, a remote accounting firm. Max shares insights into his journey of establishing Bookmate, focusing on tax returns and bookkeeping services. The discussion delves into his unique approach to packaging and pricing, highlighting his atypical path to success in the industry. Tune in for valuable insights on building a successful accounting firm. The listener will learn about how Max Minsker

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28:49

Talent Crunch!? This Guy Has 500 Accounting...

Growing Your Firm | Strategies for Accountants,... ·

2024/08/15

In this episode of the Growing Your Firm podcast, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Laurence Whittam, the Managing Director at Impact Global Solutions. Laurence specializes in helping CPA firms build successful outsourced teams. The discussion delves into the evolving landscape of the industry, where the challenge is no longer about finding talent but selecting the right fit for each firm. They explore criteria, best practices, and the importance of building

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38:14

AI in Accounting, How to Offboard Clients, Optimizing...

Growing Your Firm | Strategies for Accountants,... ·

2024/08/01

In this episode, host David Cristello interviews Billy Angelo, the managing partner of Angelo and Associates, who brings over 20 years of experience in the accounting industry. Billy shares insights on steering small businesses, specifically private practice owners, towards financial clarity and success. They discuss topics such as off-boarding clients to focus on core strengths, tailored tax and financial solutions for enhanced profitability, and the importance of cash management during tax

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37:37

3 Things Holding Back the Accounting Industry w/Seth...

Growing Your Firm | Strategies for Accountants,... ·

2024/07/25

Today's guest, Seth Fineberg, a veteran in the accounting industry and founder of Accountants Forward, shares insights on how firm leaders can lead by example to move the profession forward. He discusses his career journey and current services, emphasizing the importance of instituting positive practices in the industry. Tune in to learn from Seth's wealth of experience and expertise in shaping the future of accounting. The listener will learn about the importance of firm leaders setting an example,

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31:31

7 Accounting Firm Acquisitions in Nine Years w/ Cory...

Growing Your Firm | Strategies for Accountants,... ·

2024/07/18

On this episode of Growing Your Firm, host David Cristello welcomes Cory Gayman, CPA, the CEO/CFO/Founder of JCG Tax & Advisory Firm. Cory shares insights on establishing common ground with entrepreneurs, addressing the accounting talent shortage, improving accounting efficiencies, and navigating the world of virtual firms. Tune in for valuable tips from a firm owner in the trenches. You will learn about the challenges and strategies of balancing pricing, demand for employees, and growth in a CPA

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22:54

Moving from Local to National, Designing Culture for...

Growing Your Firm | Strategies for Accountants,... ·

2024/07/04

In this episode of the Growing Your Firm Podcast, host David Cristello welcomes back Katie Lilly of Lillyfield Accounting Solutions. Katie discusses the transformative changes her firm has undergone since her last appearance on the show, pre-COVID. She shares insights on her firm's transition from serving primarily local clients to expanding regionally and nationally, and how they navigated the shift to remote work with ease, having been originally designed as a remote firm for stay-at-home moms

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31:54

Building Diverse Accounting Teams, Vaca's During Tax...

Growing Your Firm | Strategies for Accountants,... ·

2024/06/20

On this episode of Growing Your Firm, host David Cristello welcomes back Nayo Carter-Gray, owner of 1st Step Accounting. Nayo, an enrolled agent and Advanced Certified QuickBooks Online Pro Advisor, is known for making accounting less taxing. The conversation also covers the importance of diversity and inclusion in various aspects of business, setting boundaries in work, and prioritizing work-life balance, accounting automation, and technology in the accounting industry. Nayo Carter-Gray is a

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29:50

Hitting $800K in Year 1, Building Culture, and more...

Growing Your Firm | Strategies for Accountants,... ·

2024/06/13

In this episode of Growing Your Firm, host David Cristello interviews Randy Crabtree, a top influencer in the accounting industry. Randy, co-founder of Tri-Merit, discusses R&D, tax credits, and cost segregation, sharing insights on the success of his firm. Tune in for a valuable conversation on creating a culture of value and importance in the workplace. The listener will learn about the importance of creating a culture where people feel valued and can be themselves, as well as the benefits of

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26:24

Eliminating Your Way to Growth, Packaging Services, &...

Growing Your Firm | Strategies for Accountants,... ·

2024/06/06

In this episode of Growing Your Firm, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Jessica Zoraida, a Latina entrepreneur and CEO of Big Picture Results. Jessica shares her journey of being self-taught, launching her firm, and navigating various pivots and transitions. Big Picture Results is an accounting and tax company dedicated to helping profitable, growing businesses, particularly those operated by marginalized populations, maximize their financial outcomes. Jessica

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27:52

CAS vs. CAAS vs. Profit First w/ Ron Saharyan

Growing Your Firm | Strategies for Accountants,... ·

2024/05/23

On this episode of Growing Your Firm, host David Cristello welcomes back Ron Saharyan, co-founder of Profit First Professionals. They explore the concept of value pricing and its importance in pricing services based on the value provided. The conversation delves into various topics, with a promise of exciting announcements between Jetpack and Profit First at the end of the episode. Tune in for insightful discussions and a special reveal at the conclusion! The listener will learn about Profit First

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28:44

Unlocking the Secrets of Advisory, Niching Down, and...

Growing Your Firm | Strategies for Accountants,... ·

2024/05/09

In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristello welcomes back Geni Whitehouse, founder of The Impactful Advisor and Information Technology Alliance (ITA) president, who specializes in the wine industry. Geni, also known as the Countess of Communication and author of "How to Make a Boring Subject Interesting: 52 Ways Even a Nerd Can Be Heard," discusses the latest trends in her membership base, the importance of niche advisory services, and effective

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23:04

Building a Family Firm, Tax Planning, and Process...

Growing Your Firm | Strategies for Accountants,... ·

2024/05/02

Today's episode features Samantha Santaniello, partner at R.S.K Tax & Consulting. Samantha discusses the importance of setting boundaries to manage time effectively as a business owner. Host David Cristello explores topics like systems and processes for scaling a firm, balancing work and family life, and utilizing AI transcription tools. Tune in to gain insights on optimizing workflow and achieving work-life balance in the accounting industry. The listener will learn about setting boundaries,

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34:51

Hitting $1.5M in 36 months (And Selling the Firm)

Growing Your Firm | Strategies for Accountants,... ·

2024/04/25

Summary In this episode of Growing Your Firm, host David Cristello interviews Jordan Sublette, the CEO and founder of Cloud Accounting Staffing. Jordan shares his journey of building and selling his firm, and dives into the world of outsourcing talent. They discuss the challenges of talent crunches and how Jordan navigated through them. Tune in to gain insights on building a successful firm and leveraging outsourcing effectively. What you'll learn The listener will learn about the journey of Jordan

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392 results

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