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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

26:13

Fixing Turnover and Capacity Problems Inside Growing...

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

2026/01/29

Growing accounting firms often misdiagnose turnover and capacity issues. Erin Daiber explains why these problems usually start at the partner level, how trust breakdowns create hidden churn, and what firms must fix first before hiring or offshoring. The firms that stabilize fastest focus on leadership alignment, clear expectations, and disciplined workflows. Resources: Erin Daiber's LinkedIn - linkedin.com/in/cpacoacherin

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33:22

How William Hamilton Breaks Down Pricing, Packaging,...

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

2026/01/15

On an episode of the Growing Your Firm podcast, David Cristello spoke with William Hamilton IV, founder of SmartPath, about why pricing problems often sit underneath many operational issues firms experience. William has spent more than a decade studying how accounting firms price services and where those models tend to break down. Rather than focusing on theory, the conversation centered on how firms can think more clearly about pricing, packaging, and value in real client situations.

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34:17

How Justine Lackey Turned a Focused Bookkeeping Firm...

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

2025/12/27

Justine Lackey built a sellable bookkeeping firm by staying hyper focused on one service, one platform, recurring revenue, documented systems, and ethical leadership. Long before selling in 2023, her firm was structured to operate independently, making the transition successful for clients, employees, and buyers. Key Takeaways Focused service offerings help firms stand out in M&A discussions Recurring prepaid revenue improves cash flow stability Standardized systems support smoother

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28:57

AI Tools That Help Accounting Firms Scale Faster:...

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

2025/12/04

Anderson Petergeorge, co-founder of Quanto, explains how accounting firms can scale from startup to multi-million-dollar operations by using ChatGPT, meeting transcript tools, and modern ledgers. He argues that AI will not replace accountants but empower them to work faster, smarter, and more human. Key Takeaways Firms can reach $1M in revenue using basic AI tools like ChatGPT and meeting note automation. ChatGPT can write its own prompts and streamline advisory workflows. Meeting transcripts

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33:30

The Future of Accounting Firms in an AI Driven World...

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

2025/11/07

The accounting industry is changing faster than ever. Automation, artificial intelligence, and remote work are rewriting the way firms operate. Yet one principle remains clear: firms that balance technology with human connection will lead the next decade. In this episode of Growing Your Firm, Jetpack Workflow founder David Cristello talks with Ryan Lazanis, founder of Future Firm and one of the industry's most forward-thinking voices. Ryan shares how a personal setback reshaped his approach to

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35:48

How Coaching Transforms Accounting Leaders: Lessons...

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

2025/10/23

Douglas Slaybaugh began his career in public accounting at Arthur Andersen, where he admits he nearly lost his internship due to chronic lateness. Mentors stepped in and advocated for him, giving him another chance. That early experience showed him how powerful support and mentorship can be. As he advanced through his career and became a partner, Slaybaugh discovered that coaching people brought him more fulfillment than signing audit reports. He developed internal coaching programs for hundreds of

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48:14

Firm as a Service: How Dark Horse is Transforming the...

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

2025/08/22

Firm as a Service (FaaS) is a model that gives accountants the entire infrastructure of a firm technology, staffing, marketing, and support so they can focus on serving clients and scaling their practice. Unlike traditional partnerships or franchises, FaaS lets accountants retain ownership of their client base while benefiting from shared systems and resources. In a recent Growing Your Firm podcast, David Cristello, Founder of Jetpack Workflow, spoke with Chase Birky, CEO of Dark Horse, about how

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From CPA to Software Entrepreneur: How Ben Taylor...

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

2025/07/17

In this episode of the Growing Your Firm Podcast, host David Cristello welcomes Ben Taylor, CEO of SoftLedger. They discuss Ben's journey from being a practicing CPA for over ten years to becoming a software entrepreneur. The conversation highlights a growing trend among CPAs transitioning into technology companies, with examples of others in the industry, such as Jackie Meyer and Kelly Mann, who have made similar shifts. David and Ben explore the motivations behind this movement and the increasing

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27:06

From CPA to Software Entrepreneur: How Ben Taylor...

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

2025/07/17

In this episode of the Growing Your Firm Podcast, host David Cristello welcomes Ben Taylor, CEO of SoftLedger. They discuss Ben's journey from being a practicing CPA for over ten years to becoming a software entrepreneur. The conversation highlights a growing trend among CPAs transitioning into technology companies, with examples of others in the industry, such as Jackie Meyer and Kelly Mann, who have made similar shifts. David and Ben explore the motivations behind this movement and the increasing

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From CPA to Software Entrepreneur: How Ben Taylor...

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

2025/07/17

In this episode of the Growing Your Firm Podcast, host David Cristello welcomes Ben Taylor, CEO of SoftLedger. They discuss Ben's journey from being a practicing CPA for over ten years to becoming a software entrepreneur. The conversation highlights a growing trend among CPAs transitioning into technology companies, with examples of others in the industry, such as Jackie Meyer and Kelly Mann, who have made similar shifts. David and Ben explore the motivations behind this movement and the increasing

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From CPA to Software Entrepreneur: How Ben Taylor...

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

2025/07/17

In this episode of the Growing Your Firm Podcast, host David Cristello welcomes Ben Taylor, CEO of SoftLedger. They discuss Ben's journey from being a practicing CPA for over ten years to becoming a software entrepreneur. The conversation highlights a growing trend among CPAs transitioning into technology companies, with examples of others in the industry, such as Jackie Meyer and Kelly Mann, who have made similar shifts. David and Ben explore the motivations behind this movement and the increasing

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From CPA to Software Entrepreneur: How Ben Taylor...

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

2025/07/17

In this episode of the Growing Your Firm Podcast, host David Cristello welcomes Ben Taylor, CEO of SoftLedger. They discuss Ben's journey from being a practicing CPA for over ten years to becoming a software entrepreneur. The conversation highlights a growing trend among CPAs transitioning into technology companies, with examples of others in the industry, such as Jackie Meyer and Kelly Mann, who have made similar shifts. David and Ben explore the motivations behind this movement and the increasing

en

From CPA to Software Entrepreneur: How Ben Taylor...

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

2025/07/17

In this episode of the Growing Your Firm Podcast, host David Cristello welcomes Ben Taylor, CEO of SoftLedger. They discuss Ben's journey from being a practicing CPA for over ten years to becoming a software entrepreneur. The conversation highlights a growing trend among CPAs transitioning into technology companies, with examples of others in the industry, such as Jackie Meyer and Kelly Mann, who have made similar shifts. David and Ben explore the motivations behind this movement and the increasing

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32:23

Scaling Success: Expanding Accounting Services with...

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

2025/06/28

In this episode of Growing Your Firm, host David Cristello welcomes Dave Olsen, founder of an accounting firm and Nimbl Staffing. Dave shares his unique journey in the accounting industry, discussing the success of his staffing service and his exciting new venture into IT services for accounting firms. The conversation delves into the strategies behind building a solid foundation for business growth, including the structures necessary for launching new services. Listeners will gain insights into the

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29:04

Navigating Talent Trends in CPA M&A with Geoff Bruskin

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

2025/06/16

In this episode of Growing Your Firm, host David Crostello welcomes back Geoff Bruskin, founder of White Tiger Connections, to discuss the evolving landscape of talent in the accounting profession. Geoff shares insights from his extensive experience in mergers and acquisitions (M&A) for CPA firms, emphasizing the growing importance of talent acquisition and retention in today's market. He outlines the dual trends of M&A and talent, as well as the impact of technology on these areas. Additionally,

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26:38

Unlocking the Secrets of Client Accounting Services...

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

2025/05/29

In this episode of Growing Your Firm, host David Cristello welcomes K.C. Eames, the Director of Client Accounting Services at Dark Horse CPAs. The conversation delves into the complexities of pricing in client accounting services (CAS) and the nuances that make it both an art and a science. K.C. shares insights about the unique structure of Dark Horse CPAs, contrasting it with traditional accounting firms that operate on a pyramid model. The episode emphasizes the importance of understanding both

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43:27

The Billion Dollar Accounting CEO w/ Alan Whitman

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

2025/05/15

In this episode of the Growing Your Firm podcast, host David Cristello welcomes Alan Whitman, the former CEO and chairman of Baker Tilly. Alan shares his remarkable journey of transforming Baker Tilly from a $475 million firm to a $1.5 billion powerhouse. Throughout the conversation, Alan describes how businesses can thrive – largely by prioritizing strategy over aimless “accumulation.” Alan Whitman is a seasoned leader in the accounting and advisory industry, known for his transformative role as

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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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384 results

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