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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

35:48

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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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

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

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

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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43:36

The Zero Cost Accounting Client Acquisition Method...

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

2025/03/27

In this episode of Growing Your Firm, host David Cristello welcomes Alyssa J. Dillon, a fellow entrepreneur who shares her inspiring journey of starting her own business. The conversation kicks off with Alyssa recounting the pivotal moment when she decided to quit her job and explore the possibility of working for herself after receiving a side accounting request. As they dive deeper, Alyssa and David discuss the essential elements of building a successful firm, including the importance of

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30:07

Launching an Accounting Firm While Battling Cancer...

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

2025/03/13

In this episode of Growing Your Firm, host David Cristello welcomes Kelly Mann, co-founder and CEO of AuditMiner. Kelly shares her journey of launching her own CPA firm, a decision that surprised her given her background in audit and the male-dominated landscape of firm ownership. She discusses the challenges of changing firm culture and her desire to build a business that aligns with her authentic self. The conversation delves into her experiences in the accounting profession, the shift to

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37:12

What This Owner Learned After 10+ Acquisitions and...

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

2025/02/27

In this episode of The Growing Firm Podcast, host David Cristello welcomes Marcus Dillon, president of Dillon Business Advisors. The conversation delves into Marcus's journey of acquiring a book of business valued at $400k and the evolution of his firm over the past 13 years. Marcus shares valuable insights on client acquisition, pricing strategies, and the importance of maintaining consistency during the first year of acquiring new practices. The episode also explores the challenges and hard

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23:53

How to Raise Rates on Current Clients w/Loren Fogelman

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

2025/02/20

In this episode of Growing Your Firm, host David Cristello welcomes back returning guest Loren Fogelman, a sports psychologist turned business coach specializing in helping accounting professionals. Loren shares her insights on a crucial yet often overlooked topic: raising fees for existing clients. She emphasizes the importance of understanding client hesitations, particularly when they respond with, "I'll think about it," suggesting that this often indicates unasked questions or a lack of

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37:42

Building a $500K Lifestyle Accounting Firm in Under...

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

2025/02/06

In this episode of Growing Your Firm, host David Cristello speaks with Michael Meihaus, the owner of Meihaus CPA, who transitioned from a decade in public accounting to launching his own firm focused exclusively on retirement plan audits. Michael shares his journey of self-discovery, including a pivotal conversation that prompted him to leave his job and pursue his passion. The discussion touches on the importance of designing a firm that aligns with one’s lifestyle and the concept of "choosing

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379 results

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