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

47:58

How to Scale Your CPA Firm Beyond Referrals | Expert...

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

2026/10/04

Is your firm relying entirely on word-of-mouth referrals to grow? While client referrals bring in warm leads, they make controlling your growth trajectory nearly impossible. To build a high-performing advisory practice, you need a predictable, repeatable go-to-market engine. In this live panel session from the Growing Your Firm Summit, host David Cristello moderates a discussion with three firm leaders who have built, scaled, and transformed modern advisory practices: Shane Mason – Co-Founder at

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34:21

This LIE About AI Will Hurt Your CPA Firm | Preston...

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

2026/09/27

Are you feeling overwhelmed by the endless wave of AI tools, new models, and vendor hype? Many accounting firm owners, managing partners, and CPAs starting firms know that AI is reshaping the industry, but they don't know where to actually start without getting lost in the noise. In this episode of Growing Your Firm, host David Cristello sits down with Preston Cardwell, founder of Memorial Ridge. As a CPA-led AI and automation partner, Preston helps small-to-midsize accounting firms (10–30

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42:58

How Expert CAS Leaders Scale Accounting Operations |...

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

2026/09/20

Are your firm's internal processes starting to creak under the weight of new growth? When scaling a Client Accounting Services (CAS) or advisory practice, standardizing workflows, managing team capacity, and maintaining quality control become the ultimate operational test. In this live panel session from the Growing Your Firm Summit, host David Cristello brings together a "Council of Operations Experts" to discuss how to build sustainable systems that scale without causing team burnout: Amy

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34:04

How This Solo CPA Built a $500k Firm | Angel Zhen

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

2026/09/13

Can you run a half-million-dollar accounting practice completely solo without burning out? Most accounting firm owners and CPAs starting firms assume that scaling past $200k or $300k requires hiring a team of employees. But adding headcount often leads to higher overhead, management headaches, and less personal freedom. In this episode of Growing Your Firm, host David Cristello sits down with Angel Zhen, CPA—founder of Angel Zhen CPA and winner of the 2025 Digital CPA Innovative Practitioner Award

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34:17

How AI Will Kill the Billable Hour in CPA Firms | Ron...

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

2026/09/06

Is the billable hour finally dead? While many in the accounting profession expected the competition for talent to end timesheets, the rise of artificial intelligence (AI) is delivering the final blow. If your firm is still pricing based on time and effort rather than value and outcomes, you are risking your margins in an AI-driven world. In this exclusive fireside chat from the Growing Your Firm Summit, host David Cristello sits down with Ron Baker, founder of the VeraSage Institute, author of 8

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34:17

How AI Will Kill the Billable Hour in CPA Firms | Ron...

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

2026/09/06

Is the billable hour finally dead? While many in the accounting profession expected the competition for talent to end timesheets, the rise of artificial intelligence (AI) is delivering the final blow. If your firm is still pricing based on time and effort rather than value and outcomes, you are risking your margins in an AI-driven world. In this exclusive fireside chat from the Growing Your Firm Summit, host David Cristello sits down with Ron Baker, founder of the VeraSage Institute, author of 8

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34:21

How to Safely Implement AI in a CPA Firm | Jan Haugo

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

2026/08/30

Is your accounting firm stuck between AI enthusiasts who move too fast and skeptical team members who refuse to adopt new technology? Bridging the gap between enthusiastic leadership and hesitant team members is one of the biggest challenges facing modern firms today. In this episode of Growing Your Firm, host David Cristello sits down with Jan Haugo, founder and AI researcher at smartaccountant.ai and co-author of Intuit's official AI certification curriculum. Jan researches and validates 50+

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39:13

How Firms Are Reaching 7x EBITDA

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

2026/08/16

Is your accounting practice built to scale—or positioned for a high-multiple exit? In this episode of Growing Your Firm, host David Cristello welcomes back Geoff Bruskin, founder and CEO of White Tiger Connections. Geoff pulls back the curtain on the current "white-hot" public accounting M&A market in 2026. From the rise of Fractional COO engagements to 7x+ EBITDA multiples, Jeff breaks down what buyers are looking for and why private equity (PE) plays fail 40% of the time when they ignore the human

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45:40

Building an $8M Impact Hyper Local CPA Practice

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

2026/08/02

Can you run a thriving, hyper-local accounting practice while living in Mexico for four months of the year? Most accounting firm owners and managing partners assume that running a local firm requires being chained to a brick-and-mortar office—especially during busy seasons. In this episode of Growing Your Firm, host David Cristello sits down with Nancy McClelland, CPA (widely known as The Dancing Accountant). Nancy shares how she built a highly profitable, 100% remote, hyper-local firm in Chicago

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42:14

CPA Firm Succession and Profitability Blueprint | Ira...

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

2026/07/19

Are you running an accounting practice that can survive independent of your personal production, or are your key successors already looking for the nearest exit? In this episode of Growing Your Firm, host David Cristello sits down with Ira Rosenbloom, CEO of Optimum Strategies, known across the industry as the "Merger and Profitability Optimizer." With over 25 years of hands-on experience as a practicing CPA and managing partner, Ira pulls back the curtain on how to navigate the complex crossroads

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30:59

How to Build and Sell a 2M CPA and Law Firm | Mike Payne

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

2026/07/05

Whether you're a CPA starting a firm, an operations manager, or a managing partner looking at succession options, understanding what actually drives firm valuation in today's intense M&A market is critical. In this episode of Growing Your Firm, host David Cristello sits down with Mike Payne, a veteran M&A consultant who has spent nearly two decades facilitating accounting firm mergers, acquisitions, and private equity investments. Mike pulls back the curtain on transactions ranging from $1M to over

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41:58

Solo CPA to $290k Revenue | Yuri Kapilovich

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

2026/06/21

Can you run a hyper-profitable tax and advisory firm while heavily restricting your personal work hours? Most accounting firm owners and managing partners assume that scaling past six figures requires sacrificing their personal life to the grind. In this episode of Growing Your Firm, host David Cristello sits down with Yuri Kapilovich, Managing Partner of Kapilovich and Associates—known across social media as "The Fun CPA." After spending over a decade handling high-net-worth clients at giant tax

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33:07

How This CPA Built and Sold a 2M Accounting Firm with...

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

2026/06/07

Are you a firm owner trying to break past that next big growth plateau? Many managing partners and bookkeeping firm owners find themselves stuck in the daily grind, struggling to build a practice that can survive independent of their personal production. In this episode of Growing Your Firm, host Dave Cristello sits down with Adam Shay, CPA, a dad, entrepreneur, and high-performance firm coach. Adam pulls back the curtain on his own journey of building, scaling, and ultimately selling a

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40:23

The Referral Strategy That Took This Accounting Firm...

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

2026/05/23

Are you running an accounting practice that relies entirely on your own personal production, or have you built a scalable business that can exist independently of you? For accounting firm owners, managing partners, and CPAs starting firms, understanding how to shift from manual operations to an acquirable business model is the ultimate goal. In this episode of Growing Your Firm, host David Cristello sits down with Joe Manganelli, the former founder and CEO of Calculate. Joe shares his incredible

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36:53

How to Scale Your Firm Without New Hires with Isaac...

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

2026/05/08

In this episode of Growing Your Firm, host David Cristello sits down with Isaac Perdomo, founder of Opzer, to discuss the practical application of AI and low-code/no-code tools in modern accounting practices. Isaac shares real-world case studies of firms drastically reducing manual workloads and increasing their capacity for high-value advisory services. In this episode, we explore: - The "Window of Opportunity": Why the next 12–24 months are critical for firms to adopt AI before the market

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31:55

How to Build a 90% Automated Accounting Firm

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

2026/04/25

Is the traditional general ledger dead? As small businesses and startups demand real-time data, the standard "wait two weeks for a black-and-white P&L" model is becoming obsolete. In this episode of Growing Your Firm, host David Cristello sits down with Jeff Seibert, co-founder and CEO of Digits and former Head of Consumer Product at Twitter (now X). Jeff reveals why he spent over five years and $100M in venture capital to rebuild accounting software from the ground up to be AI-native. Whether

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38:58

MEGA API IS HERE

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

2026/04/10

Are you tired of the "compliance grind"? Most accountants overlook a goldmine sitting right in their current database: Tax Resolution. With over 27 million Americans currently facing IRS issues, the demand for representation has never been higher. In this episode of Growing Your Firm, host David Cristello sits down with Michael Rozbruch, founder of Roz Strategies and a pioneer in the tax resolution industry. Michael shares how he grew a practice from his dining room table to a $23 million-a-year

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32:42

The M&A Shift Toward Adjusted EBITDA Margins

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

2026/03/25

Are you building a firm to last, or building it to sell? Whether you're a CPA starting a firm or a Managing Partner eyeing retirement, understanding the current M&A (Mergers & Acquisitions) landscape is critical for your largest wealth-generation tool: your practice. In this episode of Growing Your Firm, host Dave Cristella sits down with Doug Lewis, Managing Director at The Visionary Group, to pull back the curtain on how buyers are actually evaluating accounting and bookkeeping firms in 2026

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38:58

The EOS Lite Framework for Growing a Remote Firm

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

2026/03/13

Are you an accounting firm owner, managing partner, or CPA starting a firm who wants to achieve rapid growth without losing your sanity? In this episode of Growing Your Firm, host David Cristello sits down with Ben Curtis, co-founder and CEO of Good Measure Financial. Ben shares the inside story of how his firm transitioned from a slow, intentional build to adding 4 full-time employees in just 90 days during a massive growth spurt. Whether you are an operations manager looking for better workflow

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29:56

Why Accounting Firm Owners Burn Out (And How to Fix...

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

2026/03/10

Burnout is often misdiagnosed as a lack of effort, but the true culprit is usually a lack of infrastructure. From excessive rework to murky processes, operational friction is what actually drains a team. The solution isn't to work harder; it's to transition from an owner-dependent model to a robust operating system that scales without requiring the founder's constant intervention. Get the full breakdown and see the process in action on our blog.

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