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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

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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34:17

Why Talent Is the Real Growth Constraint for...

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

2026/03/10

If your firm's growth has hit a plateau, you might be looking for answers in outsourcing or capital infusions. However, Jennifer Wilson suggests a different perspective: the primary constraint facing firm leaders today is the people-power behind the work. Success in the modern landscape is less about the "how" and entirely about the "who." Check out the blog here to learn more.

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45:14

GYF Summit: Future of Professional Roundtable

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

2026/02/26

Discover why industry leaders are feeling more optimistic than ever about the future of professional accounting. This roundtable discussion explores a pivotal shift from a culture of burnout toward one centered on high-value advisory and long-term client success. The experts dive into how emerging technologies like AI can automate compliance tasks and free up practitioners for strategic leadership roles. By embracing modern business models and intentional change management, firms can unlock new

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39:00

How Matt Gardner Scaled a Niche Accounting Firm...

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

2026/02/12

Matt Gardner scaled Hiline by moving beyond referral-only growth and building systems designed to scale. By niching down, investing ahead of demand, restructuring sales roles, and embracing automation and technology, Hiline created a predictable growth engine that does not rely on founder hustle. Scaling an accounting firm beyond referrals is one of the hardest challenges firm owners face. In this episode of Growing Your Firm, Matt Gardner shares how Hiline grew by niching down, investing ahead of

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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

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

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

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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390 results

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