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

46:37

How to Stay Focused and Become a 'Smarter Accountant'...

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

2025/05/01

In this episode of the Growing Your Firm podcast, David Cristello welcomes Dawn Goldberg, a seasoned CPA and a Certified Professional Coach. Dawn shares her incredible story of maintaining her productivity even after a stage four cancer diagnosis forced her to undergo six months of chemotherapy. To accomplish this, Dawn maintained some key practices – including mind management, time management, and a scheduling trick she calls “container calendaring.” She explains all of these strategies here

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35:42

The Right Way to Plan Accounting Compensation...

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

2025/04/17

In this episode of the Growing Your Firm Podcast, host Dave Cristello welcomes Dominic Piscopo, the founder of Big 4 Transparency. An expert in salary benchmarking within the accounting industry, Dominic shares insights into compensation strategies, year-over-year changes, and the impact of private equity (PE) on salaries. The conversation highlights the evolving landscape of compensation in accounting firms. Dominic Piscopo, CPA is known as a compensation guru in the accounting industry. After

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35:17

The Current State of Accounting Firm M&A W/Todd...

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

2025/04/03

In this episode of the Growing Your Firm podcast, host David Cristello welcomes Todd Steinberg, founder and managing partner of Thrive Financial Group. David and Todd dive into the evolving landscape of accounting firm mergers and acquisitions (M&A), particularly the increasing role of private equity (PE) firms as buyers. They discuss key acquisition drivers such as human capital, geographic expansion, and cross-selling opportunities. Todd also breaks down deal structures, explaining the rise of

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43:36

The Zero Cost Accounting Client Acquisition Method...

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

2025/03/27

In this episode of Growing Your Firm, host David Cristello welcomes Alyssa J. Dillon, a fellow entrepreneur who shares her inspiring journey of starting her own business. The conversation kicks off with Alyssa recounting the pivotal moment when she decided to quit her job and explore the possibility of working for herself after receiving a side accounting request. As they dive deeper, Alyssa and David discuss the essential elements of building a successful firm, including the importance of

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30:07

Launching an Accounting Firm While Battling Cancer...

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

2025/03/13

In this episode of Growing Your Firm, host David Cristello welcomes Kelly Mann, co-founder and CEO of AuditMiner. Kelly shares her journey of launching her own CPA firm, a decision that surprised her given her background in audit and the male-dominated landscape of firm ownership. She discusses the challenges of changing firm culture and her desire to build a business that aligns with her authentic self. The conversation delves into her experiences in the accounting profession, the shift to

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37:12

What This Owner Learned After 10+ Acquisitions and...

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

2025/02/27

In this episode of The Growing Firm Podcast, host David Cristello welcomes Marcus Dillon, president of Dillon Business Advisors. The conversation delves into Marcus's journey of acquiring a book of business valued at $400k and the evolution of his firm over the past 13 years. Marcus shares valuable insights on client acquisition, pricing strategies, and the importance of maintaining consistency during the first year of acquiring new practices. The episode also explores the challenges and hard

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23:53

How to Raise Rates on Current Clients w/Loren Fogelman

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

2025/02/20

In this episode of Growing Your Firm, host David Cristello welcomes back returning guest Loren Fogelman, a sports psychologist turned business coach specializing in helping accounting professionals. Loren shares her insights on a crucial yet often overlooked topic: raising fees for existing clients. She emphasizes the importance of understanding client hesitations, particularly when they respond with, "I'll think about it," suggesting that this often indicates unasked questions or a lack of

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37:42

Building a $500K Lifestyle Accounting Firm in Under...

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

2025/02/06

In this episode of Growing Your Firm, host David Cristello speaks with Michael Meihaus, the owner of Meihaus CPA, who transitioned from a decade in public accounting to launching his own firm focused exclusively on retirement plan audits. Michael shares his journey of self-discovery, including a pivotal conversation that prompted him to leave his job and pursue his passion. The discussion touches on the importance of designing a firm that aligns with one’s lifestyle and the concept of "choosing

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34:27

Is This the Most Profitable Accounting Firm? w/ Jesse...

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

2025/01/23

In this episode of the Growing Your Firm podcast, host David Cristello welcomes Jesse and Tom from FinOptimal, a company that uniquely combines accounting services with innovative QuickBooks applications designed specifically for accountants. The conversation delves into their dual business model, exploring how they balance service and product development in the competitive accounting landscape. Jesse and Tom share insights into their journey in building accounting software, the challenges they

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42:21

Not Being An 'Order Taker' and Ditching $250/$300...

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

2025/01/09

In this episode of the Grow Your Firm Podcast, host David Cristello welcomes Shannon Weinstein, the CFO for small businesses transitioning from seven to eight figures and President of Keep What You Earn. Shannon shares her unique approach to hiring, emphasizing the importance of crafting compelling job descriptions that sell the company to prospective candidates. With over 120 applicants for her last two job openings, she highlights the need to view recruitment from a sales perspective. Throughout

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31:07

From Closing Offices to a Successful Exit in 7 Years...

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

2024/12/19

In this episode of Growing Your Firm, host David Cristello welcomes Wendy Barlin, a consultant specializing in helping professional service firms transition from frustration to freedom. Wendy shares insights from her decade-long experience in building her own remote firm, which she sold in 2021. The conversation delves into the importance of operations, systems, processes, and a fresh perspective on profit within accounting firms. Wendy emphasizes the significance of establishing firm boundaries to

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25:13

The Big Opportunity Tax Planners are Leaving on the...

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

2024/12/12

In this episode of Growing Your Firm, host David Cristello welcomes Rory Henry, a certified financial planner and behavioral financial advisor. Rory, who is also the director Arrowroot Family Office, co-founder of AFO Wealth Management Forward, and author of the upcoming book, "Holistic Guide to Wealth Management," discusses the evolving landscape of wealth management and its critical intersection with accounting and tax professionals. The conversation explores the integration of technology in

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28:58

Accounting Firm Acquired for 11X EBITDA? State of M&A...

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

2024/12/09

In this episode of the Growing Your Firm podcast, host David Cristello welcomes Geoff Bruskin, founder and managing partner of White Tiger Connections. They dive into the dynamic landscape of mergers and acquisitions (M&A) within the accounting industry, exploring how recent trends have created a surge in acquisition interest. Geoff discusses the impact of cloud technology and the shift towards distributed employment, which have transformed the M&A space. The conversation also touches on the

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34:40

Behind the Scenes of a Private Equity Backed...

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

2024/11/21

In this episode of Growing Your Firm, host David Cristello welcomes Tim Brackney, the Chief Executive Officer of Springline Advisory, a firm backed by private equity. They delve into the philosophy of utilizing talent from small firms to enhance shared services, while also discussing the complexities and nuances of private equity in the industry. Tim shares insights from his experience as a CEO and his background in scaling a professional services line to over $800 million in revenue. Listeners can

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35:50

Adding $2M in Accounting Services in 36 months w/...

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

2024/11/14

In this episode of Growing Your Firm, host David Cristello welcomes back Greg O'Brien, Co-CEO of Anomaly CPA, for an insightful discussion about the evolution of his firm since their last conversation three years ago. They reflect on the growth of Anomaly CPA, including the firm's current headcount and revenue, as well as the strategic decisions made to invest in alternative positions beyond client-facing roles, such as marketing, IT, and operations. Greg shares valuable lessons learned on scaling

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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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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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