x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

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

en

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

en

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

en

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

en

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

en

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,

en

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

en

37:45

How to Sell Advisory Services at Your Firm w/ Adam Lean

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

2024/04/18

In this insightful episode of the "Growing Your Firm" podcast, brought to you by Jetpack Workflow, host David Cristello is joined by special guest Adam Lean, CEO and co-founder of The CFO Project. Adam shares his expertise on how accountants can go beyond traditional number-crunching by engaging with clients through meaningful conversations that resemble therapeutic sessions. By asking open-ended questions about clients' businesses and aspirations, accountants can foster a deeper connection and

en

41:18

Is AI Overhyped? Is CAS a Necessity? These Questions...

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

2024/04/11

On this episode of Growing Your Firm, host David Cristello interviews Daniel Hood, the editor-in-chief of Accounting Today. With over two decades of experience in the industry, Daniel shares insights into the evolving trends in accounting firms and the push for advisory services. Tune in to gain a deeper understanding of the future of accounting and the role of technology in shaping the industry. The listener will learn about the evolution of accounting firms, advisory services, trends in the

en

37:11

Working 2 Hours / Week, Running a $1.6M Firm, and...

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

2024/04/04

On this episode of Growing Your Firm, David Cristello interviews Scotty Scarano, the self-titled wrapping custodian at Accounting High. Scotty, who is also the founder of a $2 million accounting firm and serves on various tech company boards, shares insights on OKRs and his rap career. Tune in to learn more about Scotty's journey and his unique approach to the accounting industry. The listener will learn about Scotty Scarano, his journey from rap to running a profitable firm, growth strategies,

en

36:55

Smarter Way to Hire, Output Thinking, and Removing...

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

2024/03/28

In this episode of the Growing Your Firm podcast, host David Cristello welcomes John Seiffer, a seasoned business owner and remote CEO, to discuss the concept of Output Thinking and its application in team management. John, a business coach and former president of the International Coach Federation, shares insights on how to make managing teams easier by focusing on visible, measurable outputs. The conversation touches on culture, values, and attitudes in a unique way, offering valuable perspectives

en

21:55

Scaling Payroll Services to 7 Figures w/ Tyler Winn

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

2024/03/14

In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristillo sits down with Tyler Winn, the founder and CEO of Cirrus Payroll. Tyler shares his journey of falling into the payroll business in 2012 and subsequently building a seven-figure firm that specializes in processing payroll for small businesses. Alongside running Cirrus Payroll, Tyler operates a coaching business for accountants called Payroll Profits (Formally, Winning with Payroll), where he debunks the

en

33:24

Launching a CFO Advisory Firm, Ditching Digital...

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

2024/03/07

On this episode of Growing Your Firm, host David Cristello interviews Fred Tate, the Managing Director of CFO Shield. Fred discusses how CFO Shield takes a consultative approach to create tailored solutions for clients, offering fractional CFO services along with bookkeeping and payroll support. Fred also emphasizes the importance of understanding and meeting individual client needs, showcasing the unique approach of the firm. Tune in to learn more about how CFO Shield stands out in the industry and

en

29:42

Behind the Scenes of a Large CAS Practice w/ Kane...

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

2024/02/29

Today on the Growing Your Firm Podcast, David Cristello sits down with guest Kane Polakoff, a principal client advisory services practice leader at CohnReznick. They delve into the world of client advisory services, discussing how to scale it, the tech stack involved, and the execution for high performance. Kane’s extensive experience working with various organizations in advisory capacities brings a wealth of knowledge to the conversation. Join them on this exciting journey into the realm of

en

29:03

How to Scale with Workflow, M&A, & Niching Down w/...

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

2024/02/15

In this insightful episode of Growing Your Firm, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Tammy D. Little, CEO and founder of the FTC Group. The discussion centers around Tammy's journey from working as a controller/CFO for a large construction firm to launching her own firm, the FTC Group. Tammy shares her experiences in creating effective systems and processes for her business, as well as her strategies for team resourcing that includes both onshore and offshore

en

23:11

Buying Out Partners, Implementing Workflow, and...

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

2024/02/01

In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristello interviews Jennifer Ryan, the owner of Bookkeeping Direct. Jenny shares her journey from initially joining the firm as a contractor to eventually buying the business in 2016. She highlights the company's impressive growth of 140% in the past year and discusses how the firm expanded its staff to four members. This episode is sponsored by LiveFlow. LiveFlow empowers you with flexible, powerful reporting

en

24:11

How to Niche Down, Hire Remote, and Build Strong...

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

2024/01/18

In this episode of Growing Your Firm, David Cristello interviews Brad Schuchardt, founder of BTBK Accounting Services. Brad specializes in providing full-service accounting solutions to restaurants, offering accurate financial information and strategic business insight. They discuss Brad's journey into his niche, marketing strategies, and scaling up his firm. They also touch on the importance of building a strong team and partnerships. This episode is sponsored by LiveFlow. LiveFlow empowers you

en

21:30

Top Apps This Accounting Firm Uses to Run Remotely

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

2024/01/04

In this episode of the Growing Your Firm Podcast, host David Cristello interviews James E. Heyward, the principal at Heyward CPA. They dive into the world of technology and discuss the apps and tools that are working well for James' firm, as well as those that aren't. They also touch on the importance of using a support desk for client communication and setting expectations for response times. Tune in to learn about the marketing technology landscape and gain insights on how to optimize your firm's

en

20:52

How to Run a Successful Virtual Accounting Firm...

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

2023/12/21

In this episode of Growing Your Firm, host David Cristello interviews Lisa Wolfson-Jones, owner and CPA at Mac-L Associates. Lisa shares the benefits of having client information ahead of meetings and how it helps create more effective discussions. They also discuss running a virtual firm and serving small businesses, particularly sole proprietors and entrepreneurs. Lisa launched Mac-L Associates in 2010, and they provide accounting services for small businesses and individuals. Tune in to learn

en

32:12

From Launch to Exit: Navigating the Acquisition...

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

2023/12/14

Pawel Brzeminski is the founder and CEO of Snap Projections. Pawel has achieved great success in launching, growing, and successfully exiting his company. He has a strong ethos of reaching acquisition scale and shares insights on the unexpected process of getting acquired. In this episode, host David Cristello interviews Pawel Brzeminski, the founder and CEO of Snap Projections. Pawel shares his journey of launching, growing, and successfully exiting his company. He discusses why he chose not to

en

379 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...