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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

35:54

Growing Your Firm Podcast with Amy Vetter

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

2023/03/02

Amy is the CEO, keynote speaker, and consultant at B3 Method Institute. B3 Method Institute is an educational organization focused on providing work-life harmony. Since you’re in the learning mood, here’s a ‘math’ problem of the B3 Method: (Business + Balance = Bliss). In our latest podcast, Amy Vetter shared her philosophy on creating harmony in life and work to help create purpose in our work.

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37:31

Buying Back Time with Dan Martell

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

2023/02/16

Dan has quite the story and journey unlike any other. After finding himself in prison twice during his teenage years, he found a second chance in life. He was able to get sober and began starting companies beginning at the age of 18. By the time he reached 24, he began to see some true success. However, because of the demand from his newly started company, Sphere Technologies, Dan still experienced issues in his personal life. On today’s podcast, we sat down with high energy and highly focused Dan

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23:08

Founding Principles of Growth with Darren Root

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

2023/02/02

Today, we sat down with Darren Root, Chief Strategist at Rootworks & Right Networks. Rootworks is a company of Right Networks. They focus on firm improvement and emphasize the drive of helping small to medium-size accounting firms improve every day. Let’s jump right in.

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29:27

Growth Marketing to Create a 7-Figure Firm

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

2023/01/19

Joe and Carla are from Long Island, NY, where they took the train into the city at the very beginning of their journey. During their commute, they discovered the Growing Your Firm Podcast, taking in as much information as possible. They started Cycle CPA at one of the most challenging times any of us have faced, Q4 of 2019 as it led into the testing time of 2020. Thankfully, due to Carla’s previous professional experience, they landed in the right niche. Because COVID-19 created much demand for

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27:17

How to Prepare for a Recession, Prioritize the "Next...

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

2022/12/29

Roger is a returning guest on the Growing Your Firm Podcast and we are excited to have him back! He is the president of Universal Accounting, a friend of our show, and tends to make our inbox light up. Universal Accounting is considered a post-secondary school for accounting professionals, and Robert and his team help countless individuals. David and Roger discuss the abnormalities businesses were faced with during and after the COVID Pandemic. David Cristello, founder and CEO of Jetpack Workflow,

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11:10

What Holiday Shopping Can Teach Us About Running an...

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

2022/12/15

We’re back with another solocast! In this episode, David Cristello, founder and CEO of Jetpack Workflow reminds us of the importance of staying a student during the holiday season. This time of the year is crazy. On the personal front, you’re purchasing and navigating a lot of different buying experiences. You’re also factoring in changes that may be happening in 2023 as well. You’ll also start to think about these things for your business. During this time, it’s important to stay a student of

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23:58

Profit and Revenue Benchmarks for Accountants

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

2022/12/01

Rob Nixon has worked in the accounting industry for 28 years. He began his journey in May of 1994 when he started a seminar company in a small Australian town: Dubbo, NSW, Australia. After getting noticed by an accountant who wanted him to present his seminar to his clients, Rob decided to fully focus on accounting firm marketing for accountants. Since then, Rob has trained about 200,000 accountants and coached around 600 firms. Rob Nixon is back again in this recent edition of the Growing Your Firm

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35:34

The Honest Conversation About What’s Holding Back...

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

2022/11/10

Geraldine Carter is a business coach who aims to help CPAs get the life and business they want. She runs her own website and is the host of the Business Strategies for CPAs podcast. She has a Bachelor of Science in Engineering from Cornell University. Besides business coaching and working with accountants, Geraldine enjoys mountain biking, trails, and raising her family. Through her experiences with coaching CPAs, Geraldine has a lot of information to help you move forward with your practices and

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28:30

How to build 7 figure marketing funnels for your...

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

2022/10/27

Shanita Jones is a co-owner of a childcare business and a CPA in the childcare industry. Her main goal is to help childcare business owners overcome their struggles in the industry. Other than focusing on childcare, Shanita also loves copy. She assists others with mastering their copy and messaging styles. Besides work, Shanita is a big reader and learner. In today’s Growing Your Firm Podcast, founder and CEO of Jetpack Workflow David Cristello introduces Shanita Jones--the CEO of Jones Tax and

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27:51

From Burnout to Working 10 Hours/Week on his 1M Firm

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

2022/10/13

Reza Hooda runs an accounting practice on the South Coast of New Hampshire in the U.K. Reza first started as a firm owner, but now he offers to coach other accountants who are willing to positively transform their work practices. Reza’s website is rezahooda.com. In this Growing Your Firm Podcast, Jetpack CEO and founder David Cristello brought in Reza Hooda, a mentor for growing accountants. Reza discusses how he went from a struggling firm owner to only working 10 hours a week at his one million

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33:24

5 Non-Obvious Tax Saving Strategies for Your...

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

2022/09/29

Mark Myers is the founder of Peak Profit Solutions, and he’s a Tax Savings Architect. As stated on his website, “Peak Profit Solutions and its affiliate partners have helped thousands of individuals increase profit and permanently reduce their annual tax bill to help them better grow their business and accelerate their wealth.” In this “Growing Your Firm” podcast, CEO and founder of Jetpack Workflow, David Cristello, discusses five tax-saving strategies for accounting clients. He interviews Mark

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37:22

How to Escape the CPA Firm Rat Race

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

2022/09/15

Michael Frost is the co-founder and president of Heritage Family Offices. His partner, Ralph Nelson, is a CPA and also licensed as an attorney. Heritage Family Offices is a multi-disciplinary firm comprising a law firm, CPA firm, wealth management firm, and insurance company. In this Growing Your Firm Podcast, founder and CEO of Jetpack Workflow, David Cristello, brings in special guest Michael Frost to speak about the ups and downs of the CPA firm owner rat race. Although Michael found success in

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09:30

Compliance Isn’t Dead…Here’s What Is

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

2022/09/01

In this solocast, CEO and founder of Jetpack Workflow, David Cristello, touches on compliance. Compliance isn’t dying, but some factors of the artform are going away. As technology becomes more present in firms and businesses, some people are fearful that automation and other technological systems/softwares are destroying accounting practices. David thinks that this anti-tech mindset is nonsense. Learning more about compliance will help you understand more about your practice and the direction of

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12:13

Questions to Get Your Firm Ready for 2023

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

2022/08/17

As we march closer to the end of 2022, we need to start thinking about what we want to bring to the table for 2023. Let’s face it--we’re not all perfect. We’ve made some mistakes this year, but we prevailed and changed what needed to be changed. We’re constantly adapting and bettering our firms, one day at a time. We’ve also made exceptional progress and produced innovative ideas for our firms. Now, it’s time to reflect on what we’ve done and see how we can edit, change, improve, or keep working

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14:34

Is a Recession Happening? What Do You Need to Focus On?

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

2022/08/04

In this solocast, David Cristello, founder and CEO of Jetpack Workflow, talks about three key ideas you should use to stay relevant in the market during this recession. While you might not be able to change what happens externally, you can find solutions internally. It’s time to look inside your business and see what you can do to improve its current state. If you find yourself stuck in this recession, David offers three areas to focus your efforts: Systems Clients Referrals What can you do to

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26:59

What Does a Recession-Proof Accounting Firm Look Like?

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

2022/07/21

Roger Knecht is the President of Universal Accounting Center and hosts the podcast “Building the Premier Accounting Firm.” Roger assists accounting professionals in having a premier accounting firm in their area by offering quality services and getting paid for what they are worth. In this podcast, Roger details several pieces of advice that will help you grow your firm.

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24:28

How to Raise Rates on Current Clients

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

2022/07/14

Loren Fogelman is the founder of Business Success Solution. From 2018 to 2022, HubSpot has recognized Business Success Solution in its annual list of the world’s top 22 business coaches. Her main goal is to focus on helping accounting professionals double their income while working half the time. She encourages accountants to raise their prices. With tactics like creating safe formulas and boosting your confidence during conversations with clients, Loren is eager to change how you view your

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32:32

The Win-Win Wealth Strategy for Accountants

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

2022/07/07

Tom Wheelwright is an entrepreneur, international speaker, and the bestselling author of “Tax-Free Wealth.” Tom has spoken to over one-hundred-thousand entrepreneurs, small business owners, investors, and others. He is the CEO of WealthAbility and hosts two podcasts: WealthAbility Show: Tom Wheelwright CPA and WealthAbility Show For CPAs. Tune into the latest Growing Your Firm podcast as Tom discusses his new book, “The Win-Win Wealth Strategy,” and how it will help you become a more successful

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35:49

3 Hidden Profit Optimizers for Your Tax & Accounting...

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

2022/06/30

Jassen Bowman is passionate about helping others build more profitable businesses and grow their firms. He is the founder of Tax Resolution Academy®, taxfirms.com, and the co-founder of the software startup Prolaera. He is a published author of several books, including Profit Optimizers: Twelve Big Ideas for a More Profitable Tax Firm. In this book, Jassen gives advice to his readers concerning growing their firms. In the podcast, Jassen talks about three of the twelve steps he created to assist

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10:44

The Secret Leverage Behind Workflow Audits

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

2022/06/23

What is the secret leverage behind workflow audits? In this solocast, Jetpack Workflow Founder and CEO David Cristello will help you elevate your firm and become a critical thinker when conducting your workflow audit. He focuses on how you can build a metaphorical engine to help you execute more efficiently and effectively. If you designate yourself in the “I do it” bucket or rely on your employees, take a step back and think of a different way to approach your audit. If you want to create an

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379 results

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