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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

28:40

Why You SHOULD Get Into Form 1040 Services w/ Trina...

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

2023/12/07

In this episode of Growing Your Firm, host David Cristello interviews Trina Rozen, owner of Trina Rozen CPA. They discuss various topics, including unique ways Trina has structured her firm, pricing strategies, making tax prep profitable, and her opinions on the coaching community. Trina shares insights on dealing with challenging clients and finding success as a solo practitioner in South Pasadena, California. Tune in for an entertaining and informative conversation. In this episode, we talk about

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22:54

Stop Buying Accounting Firms, Do This Instead w/...

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

2023/11/22

In this episode of the Growing Your Firm podcast, host David Cristello interviews Stephanie Mack, the founder of Account Mobility, a fully remote accounting practice. Stephanie shares her insights on how she's positioning her practice for growth, particularly in the area of tax advisory and tax prep. She discusses the importance of workflow automation and software in streamlining accounting processes and talks about the increasing number of CPAs and EAs retiring, creating opportunities for her

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31:42

Scaling Client Accounting Services (CAS) w/ Deneen Dias

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

2023/11/09

In this episode of Growing Your Firm, host David Cristello interviews Deneen Dias, Vice President of Growth and Strategic Partnerships at Botkeeper. Daneen shares her expertise in helping top firms undergo digital transformation and discusses the world of CAS (Client Accounting Services). She also delves into the definition of CAS, where to start, and how to successfully implement and scale up CAS. Additionally, she explores the implications of AI in building CAS teams.

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20:14

How to Systemize Your Firm to Take Maternity Leave...

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

2023/10/26

In this episode, host David Cristillo interviews Melissa Miranda, a certified public accountant and owner of Step-by-Step Accounting. They discuss the importance of preparing for maternity leave as a business owner and how to structure your team and workflow. Whether it's maternity leave or any other extended absence, Melissa shares valuable insights on setting up processes that can be applied across the board. Tune in to learn how to effectively manage time away from your business. In this

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39:06

Navigating the Talent Crisis in Firms and the Impact...

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

2023/10/12

In this episode of "Growing Your Firm," host David Cristello interviews David Leary, partner at Earmark Media and co-host of The Accounting Podcast. They discuss David Leary’s experience of being fired as a client from an accounting firm and how it led him to become a business owner and customer of accounting firms. They also touch on the talent shortage in the industry and the quality of TurboTax Live. Tune in to learn more about David's journey and Earmark Media's role in the accounting space.

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13:16

How This Firm Primarily Grows By Word of Mouth...

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

2023/09/28

In this episode of "Growing Your Firm," host David Cristello interviews Kayla Green from Bactrian LLC. They discuss the firm's impressive growth, which has largely been driven by word-of-mouth referrals rather than traditional digital marketing. Bactrian LLC offers a range of accounting services, payroll servicing, estate planning, and financial advising, positioning themselves as a one-stop shop for their clients. Tune in to learn more about their strategies for success and how they have achieved

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21:05

How This Firm Owner is Scaling to $3 Million in...

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

2023/09/14

In this episode of Growing Your Firm, host David Cristello welcomes back Louie Vazquez III, CEO and founder of Vazquez and Associates. Louie shares his journey of growing his firm from half a million in sales per year to achieving even greater success. They discuss the sales and marketing strategies that led to this growth and delve into the challenges and opportunities that come with scaling a business. Tune in to gain insights on how to take your firm to the next level.

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22:58

Building Trust and Scaling Without Any Employees w/...

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

2023/09/01

Congruent Advisory Services, LLC began in 2019 with Tejal starting a boutique one-woman show. Her goals were to support business owners in the process of inception to exit. Tejal tells David that there was an agreed upon cohesive and collaborative approach. The exposure and openness shared amongst both partners led to a culture that was rooted in this type of thinking for business. In turn, this passes on the same experience to clients. Business involves numbers and emotions, but how do we manage

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27:42

How to Scale from 5-50 Staff, Structure Rev Shares...

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

2023/08/17

Nicole is the managing principal at Madison Brothers Consulting Group. The group commits to exceptional client service provided by trusted advisors. They endeavor to give peace of mind to clients by offering solutions for ever changing business challenges. Madison Brother’s Nicole Durio joins our show and she’s offering a free 1 hour consultation to 5 individuals. For those that don’t know, that’s a typically going rate of $995! Find out how to earn a chance by listening to our podcast here.

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20:02

Wealth Management Partnerships and the 15 Hour Work Week

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

2023/08/03

John is the president of JEnsley Financial, a fiduciary financial planning firm based out of Vancouver, WA. John started his firm in 2012 after a U-turn move from corporate America to financial services. After obtaining a copy of "The 4-Hour Work Week" by Tim Ferriss, John began to understand that the technologies existed to build a life that allowed him to control his time, and ultimately his life. From here, he built a firm that allowed him to do just that. He comments how winters in Washington

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29:18

CAAShing In New Ideas with Breanne Mode

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

2023/07/20

Today we welcome Breanne Mode on the podcast. Breanne is the Director of Client Accounting and Advisory Services (CAAS) at Cbiz. After a visit to a QuickBooks Connect conference in San Jose, CA, Breanne decided that her flight back was a networking opportunity, instead of her typical relaxation time. Of course, this happened to be the plane ride where taking out her headphones led to a great opportunity for her and her business. As she sat next to Greg Landers, Managing Director of Cbiz, they built

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22:12

Pipe Dreams with Don Emery

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

2023/07/07

Today we sat down with a special guest, Don Emery. Don is the General Manager of Doc.It and has been with them for over 10 years. Doc.It was acquired by Iris in 2021. On our show we’ll cover: Transition of going from a paper-based to paperless practice Consolidation and build outs across the industry Talent, team management, retention & much more

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26:16

Everything You Need to Know About Buying or Selling...

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

2023/06/22

Brannon is the founder of Poe Group Advisors & Accounting Practice Academy. He is also a returning guest on the show! Poe Group Advisors is based out of Charleston, SC. The group is known for their processes surrounding facilitating the buying and selling of CPA firms. We enjoy an annual conversation with Brannon about M&A and his expertise in the buyers and sellers market of accounting firms. Join us for the 2023 version as we talk with Brannon on how he sees the market reacting to a post-COVID era

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21:31

Thinking Through the Future with Colleen Gillam-Judd

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

2023/06/09

Today we talk through how to think about your own wealth. The listener should be asking themselves a simple question: How are you thinking about the wealth YOU are creating? We welcome Colleen, a Certified Financial Planner, at IG Wealth Management on today’s show. Colleen shares a wealth of knowledge (literally) about her experiences in the financial planning realm. She shares an outside approach to planning, especially for firm owners. The conversation today is less focused on partnerships,

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23:13

The Components of Momentum with Jeff Jacobs

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

2023/05/25

Today we welcome back guest Jeff Jacobs where we talk through some interpersonal conversation that dives much deeper than the accounting business itself. Jeff and David cover momentum, self assessment, breaking chains, and much more. Jeff is a returning guest on our podcast where we previously covered client acquisition, retention, and expansion. Jeff is the Director of Development at Wilkins Miller, where he will tell you he does everything except accounting. Jeff is active in his firm, daily

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30:31

Hiring Secrets from a 90-Person (Remote) Accounting Firm

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

2023/05/11

Shauna is a returning guest on our show. She is the owner of Tax Goddess Business Services ® and a certified tax coach. Shauna also acts as an author, speaker, and investor. Skilled in many and all things, learn more about Shauna’s career here. Today we welcome back a well thought and experienced guest, Shauna Wekherlien, CPA and founder of Tax Goddess Business Services. This is part 2 of our interview with Shauna. Check out Part 1 here. In the summary and podcast Jetpack covers Shanua’s inside

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22:43

Why This Firm Owner Doesn’t Hire Full Time Employees

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

2023/04/27

James has experience in all things accounting. He has 20 professional years of experience working within firms including serving as a director of Ernst & Young in Sydney, Australia. He has 5 years of senior finances roles under his belt as well. Prior to COVID, James started his own firm, JD Scott & Co. Here, lies the interesting part of James’ story. His firm focuses on hiring part-time employees, does not utilize administrative personnel, and doesn’t own a printer. Wait a minute, James… How does

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28:27

Why Firm Owners Should Earn At Least $250K/Year With...

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

2023/04/13

Join us today as we talk with Mark Stovel and his proven systems that help accountants take home $250k annually. We’ll talk through equity positions, win-wins, and much more. Simply put, Mark helps accountants take home $250k annually. After launching his firm in 2017, Gyroscope Accounting was acquired in 2021. Now, Mark helps clients through coaching. Mark’s experience began by obtaining bookkeeping clients during the early stages of his career. After leaving the corporate firm, Mark joined a

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30:06

The Secret Scaling Systems from the Tax Goddess

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

2023/03/30

Shauna Wekherlien is the owner of Tax Goddess Business Services, a CPA firm located in Scottsdale, AZ. Tax Goddess is a firm that focuses on tax strategy and planning to help lower and minimize taxes for business owners and investors. At the time this was written, her firm had saved their clients over $740,264,635. Talk about lowering and minimizing taxes! Shauna earned the name ‘tax goddess’ after needing to market herself at a networking event, and 60 seconds to do it. Quickly, she decided ‘tax

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29:37

Should Accounting Firms Pause New Client Acquisition?

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

2023/03/16

Jeff, a fan of our show, is the Director of Development at Wilkins Miller. Wilkins Miller is a top 400 Accounting firm in Mobile, AL. He started his career in IT business development and soon transferred to development, which we will cover throughout. Ultimately, Jeff is in the pursuit of new clients and new business. On today’s episode we sat down with Jeff Jacobs, and talked about retention, hiring, development, and most importantly, relationships.

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379 results

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