Shows
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow to Stay Focused and Become a 'Smarter Accountant' w/ Dawn GoldbergIn 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. Throughout the conversation, Dawn highlights the significance of mindset in overcoming obstacles and achieving success. Are you an accountant seeking...2025-05-0146 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsThe Right Way to Plan Accounting Compensation w/Dominic PiscopoIn 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 years of working as an accountant and financial analyst, he founded Big 4 Transparency – which has served hundreds of thousands of CPAs by making salary dat...2025-04-1735 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsThe Current State of Accounting Firm M&A W/Todd SteinbergIn 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 rollover equity and earnouts, and how these vary by buyer type. Additionally, he shares insights into current valuation multiples, emphasizing the...2025-04-0335 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsThe Zero Cost Accounting Client Acquisition Method w/Alyssa J. DillonIn 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 marketing and sales processes. Listeners can expect insights into quickly gaining traction, making strategic pivots, and...2025-03-2743 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsLaunching an Accounting Firm While Battling Cancer w/Kelly MannIn 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 entrepreneurship, and her focus on 401k solutions. Tune in to explore Kelly's insights on starting a fi...2025-03-1330 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsWhat This Owner Learned After 10+ Acquisitions and Divestitures w/Marcus Dillon, CPAIn 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 decisions he faced, including experimenting with service offerings like bookkeeping and payroll. Listeners will gain a deeper understanding of capacity pl...2025-02-2737 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow to Raise Rates on Current Clients w/Loren FogelmanIn 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 perceived value. David and Loren explore strategies to approach these conversations with curiosity and confidence, aiming to help listeners maximize their income while working sm...2025-02-2023 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsBuilding a $500K Lifestyle Accounting Firm in Under 24 months w/Michael Meihaus, CPAIn 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 easy mode" in the accounting profession. Listeners will gain insights into creating a uniqu...2025-02-0637 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsIs This the Most Profitable Accounting Firm? w/ Jesse & Tom from FinOptimalIn this episode of the Growing Your Firm podcast, host David Cristello welcomes Jesse and Tom from FinOptimal, a company that uniquely combines accounting services with innovative QuickBooks applications designed specifically for accountants. The conversation delves into their dual business model, exploring how they balance service and product development in the competitive accounting landscape. Jesse and Tom share insights into their journey in building accounting software, the challenges they face, and their vision for the future of their company. Tune in to discover how FinOptimal is reshaping the accounting industry and learn valuable lessons on ma...2025-01-2334 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsNot Being An 'Order Taker' and Ditching $250/$300 Clients w/ Shannon WeinsteinIn this episode of the Grow Your Firm Podcast, host David Cristello welcomes Shannon Weinstein, the CFO for small businesses transitioning from seven to eight figures and President of Keep What You Earn. Shannon shares her unique approach to hiring, emphasizing the importance of crafting compelling job descriptions that sell the company to prospective candidates. With over 120 applicants for her last two job openings, she highlights the need to view recruitment from a sales perspective. Throughout the conversation, Shannon discusses her firm’s philosophy on time tracking, stating they do not track time and explaining how...2025-01-0942 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsFrom Closing Offices to a Successful Exit in 7 Years w/ Wendy Barlin, CPAIn this episode of Growing Your Firm, host David Cristello welcomes Wendy Barlin, a consultant specializing in helping professional service firms transition from frustration to freedom. Wendy shares insights from her decade-long experience in building her own remote firm, which she sold in 2021. The conversation delves into the importance of operations, systems, processes, and a fresh perspective on profit within accounting firms. Wendy emphasizes the significance of establishing firm boundaries to maintain control over one’s business and highlights the need for firms to adapt to these changes for long-term success. Tune in to discover acti...2024-12-1931 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsThe Big Opportunity Tax Planners are Leaving on the Table w/ Rory HenryIn this episode of Growing Your Firm, host David Cristello welcomes Rory Henry, a certified financial planner and behavioral financial advisor. Rory, who is also the director Arrowroot Family Office, co-founder of AFO Wealth Management Forward, and author of the upcoming book, "Holistic Guide to Wealth Management," discusses the evolving landscape of wealth management and its critical intersection with accounting and tax professionals. The conversation explores the integration of technology in financial planning, highlighting how software is making holistic financial strategies more accessible. Rory shares insights on the importance of collaboration among financial and...2024-12-1225 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsAccounting Firm Acquired for 11X EBITDA? State of M&A and More w/ Geoff BruskinIn this episode of the Growing Your Firm podcast, host David Cristello welcomes Geoff Bruskin, founder and managing partner of White Tiger Connections. They dive into the dynamic landscape of mergers and acquisitions (M&A) within the accounting industry, exploring how recent trends have created a surge in acquisition interest. Geoff discusses the impact of cloud technology and the shift towards distributed employment, which have transformed the M&A space. The conversation also touches on the importance of viewing accounting as a nucleus for offering diverse services, particularly for young professionals entering the fie...2024-12-0928 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsBehind the Scenes of a Private Equity Backed Accounting Firm w/Tim BrackneyIn this episode of Growing Your Firm, host David Cristello welcomes Tim Brackney, the Chief Executive Officer of Springline Advisory, a firm backed by private equity. They delve into the philosophy of utilizing talent from small firms to enhance shared services, while also discussing the complexities and nuances of private equity in the industry. Tim shares insights from his experience as a CEO and his background in scaling a professional services line to over $800 million in revenue. Listeners can expect a candid conversation about the good, the bad, and the realities of private...2024-11-2134 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsAdding $2M in Accounting Services in 36 months w/ Greg O'Brien CPA, CTSIn this episode of Growing Your Firm, host David Cristello welcomes back Greg O'Brien, Co-CEO of Anomaly CPA, for an insightful discussion about the evolution of his firm since their last conversation three years ago. They reflect on the growth of Anomaly CPA, including the firm's current headcount and revenue, as well as the strategic decisions made to invest in alternative positions beyond client-facing roles, such as marketing, IT, and operations. Greg shares valuable lessons learned on scaling a successful accounting firm and offers advice for listeners looking to achieve similar growth. Tune in to di...2024-11-1435 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsUsing LinkedIn to Drive $500K+ in CAS Services w/Roman VillardIn this episode of Growing Your Firm, host David Cristello welcomes Roman Villard, CPA, founder of Full Send Finance and co-founder of Full Send Design. The conversation kicks off with a focus on the importance of consistency in achieving success across various endeavors, including social media and business. Roman shares insights from his experiences on LinkedIn, where his consistent efforts have significantly increased awareness of his brand and services over the past year and a half. The discussion then delves into Roman's journey in building Full Send Finance, exploring strategic thinking for growing...2024-11-0734 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsScaling Down Post Covid and Designing the Ideal Lifestyle, w/Jeremy WellsIn this episode of Growing Your Firm, host David Cristello welcomes Jeremy Wells, EA and CPA, owner of JWellsCFO and Chief Operating Officer Steadfast Bookkeeping. Jeremy Wells is a distinguished entrepreneur and financial expert, recognized for his innovative approach to accounting and business strategy. He has dedicated his career to empowering small businesses and solopreneurs through comprehensive tax planning and strategic business advisory services. Jeremy specializes in tax planning and business strategy for small businesses and has been active in the field since 2018. Before his accounting career, he spent a decade as a co...2024-10-2523 min
Building the Premier Accounting FirmRewind : Moving Beyond The Work To Become Relevant To Our Clients w/ David CristelloJoin us as we revisit this conversation from 2020! Of course, there is a joy and sense of accomplishment when in accounting everything balances and we are able to close out a month or perhaps even a year of books. But there is something more that we need to do with our clients and the tasks within the accounting process may be holding us back as a profession. Roger and David discuss both the why’s and how’s to become more efficient, therefore more profitable, so we can spend more time providing additional value to our clients to hel...2024-10-1958 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow Did this Firm Owner 2X Revenue Without Burning Out? w/Logan GrafIn this episode of Growing Your Firm, host David Cristello interviews Logan Graff, a virtual CPA firm owner (The Graf Tax Co. PLLC) based in Central Texas and a rising star on YouTube. Logan Graff is a dynamic and innovative figure in the accounting industry, known for his unique approach to running a virtual CPA firm and his engaging content creation on platforms like YouTube and Twitter. Logan shares his journey of starting his firm at the age of 30 and the challenges he faced, including pricing his services competitively despite having less experience than some o...2024-10-1727 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsDoubling Revenue to $2M within 12 Months of Acquisition w/Patrick Dichter'sIn this episode of the Growing Your Firm Podcast, host David Cristello welcomes Patrick Dichter, the owner of an acquisition engine specializing in acquiring accounting firms. And owner of Appletree Business Services, a modern accounting and tax firm for small businesses. The conversation delves into Patrick's successful strategies for acquiring firms, his approach to client mix, and how his model differs from conventional accounting practices. With a focus on efficiency and client care, Patrick emphasizes the importance of flexibility and performance-based compensation in the workplace. Tune in to discover valuable insights on navigating the accounting lan...2024-10-1031 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsAI's Impact on Tax Research and More w/ Piritta Van RijnIn this episode of Growing Your Firm, host David Cristello welcomes Piritta Van Rijn, the Global Head of Product and SVP for the accounting tax and practice division at Thomson Reuters. They delve into the exciting potential of AI and generative AI for firm owners, discussing how these technologies can free up time and enhance the expertise of existing talent. Piritta shares insights from a recent report on future productivity trends in the accounting and tax industries, highlighting the importance of bridging the talent gap that many firms are currently facing. Join them for an...2024-09-1924 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow to Spin Out and Grow a Wealth Management Firm W/Michelle Neiswender, CFPOn this episode of Growing Your Firm, host David Cristello interviews Michelle Neiswender, CFP the founder and CEO of FIRE Wealth Management. Michelle shares insights from her experience in the wealth management industry, offering valuable lessons applicable across different sectors. As a fee-only certified financial planner, Michelle specializes in serving physicians, dentists, and high-income families with comprehensive planning. Listeners can expect discussions on workflow, process, tech stack, AI, and more as Michelle delves into her journey from a 15-year partnership to launching her own firm. The listener will learn about Michelle Neiswender's journey in the w...2024-09-0519 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals300 Client Consults in Year 1? Learn How and More w/ Max MinskerOn this episode of Growing Your Firm, David Cristello interviews Max Minsker, the founder and CEO of Bookmate, a remote accounting firm. Max shares insights into his journey of establishing Bookmate, focusing on tax returns and bookkeeping services. The discussion delves into his unique approach to packaging and pricing, highlighting his atypical path to success in the industry. Tune in for valuable insights on building a successful accounting firm. The listener will learn about how Max Minsker founded and runs Bookmate, a remote accounting firm focused on tax preparation for new companies, as well as t...2024-08-2229 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsTalent Crunch!? This Guy Has 500 Accounting Candidates Ready for HireIn this episode of the Growing Your Firm podcast, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Laurence Whittam, the Managing Director at Impact Global Solutions. Laurence specializes in helping CPA firms build successful outsourced teams. The discussion delves into the evolving landscape of the industry, where the challenge is no longer about finding talent but selecting the right fit for each firm. They explore criteria, best practices, and the importance of building strong relationships with team members. Tune in to gain insights on how to effectively integrate outsourced teams and enhance your fi...2024-08-1528 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsAI in Accounting, How to Offboard Clients, Optimizing Your Firm w/Billy AngeloIn this episode, host David Cristello interviews Billy Angelo, the managing partner of Angelo and Associates, who brings over 20 years of experience in the accounting industry. Billy shares insights on steering small businesses, specifically private practice owners, towards financial clarity and success. They discuss topics such as off-boarding clients to focus on core strengths, tailored tax and financial solutions for enhanced profitability, and the importance of cash management during tax season. Tune in for a conversation filled with out-of-the-box thinking and valuable industry perspectives. The listener will learn about offboarding clients, pricing, capacity, and AI i...2024-08-0138 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals7 Accounting Firm Acquisitions in Nine Years w/ Cory Gayman, CPAOn this episode of Growing Your Firm, host David Cristello welcomes Cory Gayman, CPA, the CEO/CFO/Founder of JCG Tax & Advisory Firm. Cory shares insights on establishing common ground with entrepreneurs, addressing the accounting talent shortage, improving accounting efficiencies, and navigating the world of virtual firms. Tune in for valuable tips from a firm owner in the trenches. You will learn about the challenges and strategies of balancing pricing, demand for employees, and growth in a CPA firm, as well as the benefits and challenges of acquiring accounting firms as a retirement strategy. Cory...2024-07-1831 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsMoving from Local to National, Designing Culture for Working Moms, Acquisition Offers w/Katie LillyIn this episode of the Growing Your Firm Podcast, host David Cristello welcomes back Katie Lilly of Lillyfield Accounting Solutions. Katie discusses the transformative changes her firm has undergone since her last appearance on the show, pre-COVID. She shares insights on her firm's transition from serving primarily local clients to expanding regionally and nationally, and how they navigated the shift to remote work with ease, having been originally designed as a remote firm for stay-at-home moms since its inception in 2016. Katie also highlights the importance of maintaining a strong remote work culture, the logistics of mo...2024-07-0422 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsBuilding Diverse Accounting Teams, Vaca's During Tax Season, & More w/ Nayo Carter-GrayOn this episode of Growing Your Firm, host David Cristello welcomes back Nayo Carter-Gray, owner of 1st Step Accounting. Nayo, an enrolled agent and Advanced Certified QuickBooks Online Pro Advisor, is known for making accounting less taxing. The conversation also covers the importance of diversity and inclusion in various aspects of business, setting boundaries in work, and prioritizing work-life balance, accounting automation, and technology in the accounting industry. Nayo Carter-Gray is a distinguished figure in the accounting industry, known for making accounting less taxing for her clients. With over 25 years of experience in the field, N...2024-06-2031 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHitting $800K in Year 1, Building Culture, and more w/ Randy CrabtreeIn this episode of Growing Your Firm, host David Cristello interviews Randy Crabtree, a top influencer in the accounting industry. Randy, co-founder of Tri-Merit, discusses R&D, tax credits, and cost segregation, sharing insights on the success of his firm. Tune in for a valuable conversation on creating a culture of value and importance in the workplace. The listener will learn about the importance of creating a culture where people feel valued and can be themselves, as well as the benefits of specializing in niche areas in accounting. Randy Crabtree is a renowned figure in...2024-06-1329 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsEliminating Your Way to Growth, Packaging Services, & Pivoting Towards Success w/ Jessica ZoraidaIn this episode of Growing Your Firm, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Jessica Zoraida, a Latina entrepreneur and CEO of Big Picture Results. Jessica shares her journey of being self-taught, launching her firm, and navigating various pivots and transitions. Big Picture Results is an accounting and tax company dedicated to helping profitable, growing businesses, particularly those operated by marginalized populations, maximize their financial outcomes. Jessica discusses her mission to support women and other marginalized groups in the business world, highlighting the services her firm offers and the types of clients they serve. ...2024-06-0626 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsCAS vs. CAAS vs. Profit First w/ Ron SaharyanOn this episode of Growing Your Firm, host David Cristello welcomes back Ron Saharyan, co-founder of Profit First Professionals. They explore the concept of value pricing and its importance in pricing services based on the value provided. The conversation delves into various topics, with a promise of exciting announcements between Jetpack and Profit First at the end of the episode. Tune in for insightful discussions and a special reveal at the conclusion! The listener will learn about Profit First Professionals, implementing the Profit First system in their business, client advisory services (CAS), subscription services in a...2024-05-2327 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsUnlocking the Secrets of Advisory, Niching Down, and Communication w/ Geni WhitehouseIn this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristello welcomes back Geni Whitehouse, founder of The Impactful Advisor and Information Technology Alliance (ITA) president, who specializes in the wine industry. Geni, also known as the Countess of Communication and author of "How to Make a Boring Subject Interesting: 52 Ways Even a Nerd Can Be Heard," discusses the latest trends in her membership base, the importance of niche advisory services, and effective communication strategies. Join us as we explore insights into talent acquisition and dive deep into various industry-specific ch...2024-05-0928 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsBuilding a Family Firm, Tax Planning, and Process Best Practices w/ Samantha SantanielloToday's episode features Samantha Santaniello, partner at R.S.K Tax & Consulting. Samantha discusses the importance of setting boundaries to manage time effectively as a business owner. Host David Cristello explores topics like systems and processes for scaling a firm, balancing work and family life, and utilizing AI transcription tools. Tune in to gain insights on optimizing workflow and achieving work-life balance in the accounting industry. The listener will learn about setting boundaries, systems and processes for scaling a firm, managing personal routines and juggling multiple responsibilities as a business owner and parent. They will...2024-05-0223 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHitting $1.5M in 36 months (And Selling the Firm)Summary In this episode of Growing Your Firm, host David Cristello interviews Jordan Sublette, the CEO and founder of Cloud Accounting Staffing. Jordan shares his journey of building and selling his firm, and dives into the world of outsourcing talent. They discuss the challenges of talent crunches and how Jordan navigated through them. Tune in to gain insights on building a successful firm and leveraging outsourcing effectively. What you'll learn The listener will learn about the journey of Jordan Sublette, CEO and founder of Cloud Accounting Staffing, including building his firm, o...2024-04-2534 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow to Sell Advisory Services at Your Firm w/ Adam LeanIn this insightful episode of the "Growing Your Firm" podcast, brought to you by Jetpack Workflow, host David Cristello is joined by special guest Adam Lean, CEO and co-founder of The CFO Project. Adam shares his expertise on how accountants can go beyond traditional number-crunching by engaging with clients through meaningful conversations that resemble therapeutic sessions. By asking open-ended questions about clients' businesses and aspirations, accountants can foster a deeper connection and provide greater value. Adam also delves into the importance of CFO advisory services as a scalable way for accountants, CPAs, bookkeepers, and enrolled a...2024-04-1837 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsIs AI Overhyped? Is CAS a Necessity? These Questions and More w/ Daniel HoodOn this episode of Growing Your Firm, host David Cristello interviews Daniel Hood, the editor-in-chief of Accounting Today. With over two decades of experience in the industry, Daniel shares insights into the evolving trends in accounting firms and the push for advisory services. Tune in to gain a deeper understanding of the future of accounting and the role of technology in shaping the industry. The listener will learn about the evolution of accounting firms, advisory services, trends in the accounting profession, and the impact of AI on the industry.2024-04-1141 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsWorking 2 Hours / Week, Running a $1.6M Firm, and Rapping with Scotty ScaranoOn this episode of Growing Your Firm, David Cristello interviews Scotty Scarano, the self-titled wrapping custodian at Accounting High. Scotty, who is also the founder of a $2 million accounting firm and serves on various tech company boards, shares insights on OKRs and his rap career. Tune in to learn more about Scotty's journey and his unique approach to the accounting industry. The listener will learn about Scotty Scarano, his journey from rap to running a profitable firm, growth strategies, challenges faced, importance of trust in a team, holding employees accountable, saying no to certain opportunities, staying on...2024-04-0437 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsSmarter Way to Hire, Output Thinking, and Removing Yourself w/ John SeifferIn this episode of the Growing Your Firm podcast, host David Cristello welcomes John Seiffer, a seasoned business owner and remote CEO, to discuss the concept of Output Thinking and its application in team management. John, a business coach and former president of the International Coach Federation, shares insights on how to make managing teams easier by focusing on visible, measurable outputs. The conversation touches on culture, values, and attitudes in a unique way, offering valuable perspectives for the audience. Tune in to learn how Output Thinking can transform the way you lead your team...2024-03-2836 min
Business Beyond Borders: Impactful Insights for CPAs17 - Unlocking the Power of Al: Transforming Accounting Practices for a Productive Future with David CristelloIn this episode featuring David Cristello, CEO and Founder of Jetpack Workflow, delve into the future of accounting with AI. Discover how AI is reshaping productivity in firms, the practical applications transforming admin tasks, and actionable steps to embrace AI for enhanced efficiency. In this episode, you will be able to:
Understand the transformative potential of AI in accounting, including its impact on productivity and efficiency within firms.
Explore practical applications of AI in accounting practices, from project management to client communications and beyond.
Gain insights into how AI can augment traditional admin tasks, freeing up t...2024-03-2831 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsLaunching a CFO Advisory Firm, Ditching Digital Marketing, and Growth w/ Fred TateOn this episode of Growing Your Firm, host David Cristello interviews Fred Tate, the Managing Director of CFO Shield. Fred discusses how CFO Shield takes a consultative approach to create tailored solutions for clients, offering fractional CFO services along with bookkeeping and payroll support. Fred also emphasizes the importance of understanding and meeting individual client needs, showcasing the unique approach of the firm. Tune in to learn more about how CFO Shield stands out in the industry and prioritizes client service. You will learn about the importance of connecting people together to create an ecosystem...2024-03-0733 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsBehind the Scenes of a Large CAS Practice w/ Kane PolakoffToday on the Growing Your Firm Podcast, David Cristello sits down with guest Kane Polakoff, a principal client advisory services practice leader at CohnReznick. They delve into the world of client advisory services, discussing how to scale it, the tech stack involved, and the execution for high performance. Kane’s extensive experience working with various organizations in advisory capacities brings a wealth of knowledge to the conversation. Join them on this exciting journey into the realm of client advisory services. The listener will learn about client advisory services, scaling, tech stack, executing in a high-performance man...2024-02-2929 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow to Scale with Workflow, M&A, & Niching Down w/ Tammy LittleIn this insightful episode of Growing Your Firm, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Tammy D. Little, CEO and founder of the FTC Group. The discussion centers around Tammy's journey from working as a controller/CFO for a large construction firm to launching her own firm, the FTC Group. Tammy shares her experiences in creating effective systems and processes for her business, as well as her strategies for team resourcing that includes both onshore and offshore components. Listeners will learn about the tools and technologies that Tammy and her remote team u...2024-02-1529 minBuilding the Premier Accounting FirmRewind : Scaling Your Business Through Workflow Management w/ David CristelloJoin us as we revisit this conversation from 2023! In this episode of Building the Premier Accounting Firm, your host Roger Knecht chats with workflow expert David Cristello as they explore the topic of Scaling Your Business Through Workflow Management. They discuss the importance of having a workflow system in place for businesses of all sizes, as it can help streamline operations and increase efficiency. They also delve into how workflow management can aid in scaling a business by creating processes that can be automated, allowing for more time to focus on growth and e...2024-02-0356 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsBuying Out Partners, Implementing Workflow, and Referral Systems to 2X GrowthIn this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristello interviews Jennifer Ryan, the owner of Bookkeeping Direct. Jenny shares her journey from initially joining the firm as a contractor to eventually buying the business in 2016. She highlights the company's impressive growth of 140% in the past year and discusses how the firm expanded its staff to four members. This episode is sponsored by LiveFlow. LiveFlow empowers you with flexible, powerful reporting tools to create customized dashboards that meet your specific needs. Connect to all your clients’ QuickBooks ac...2024-02-0123 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow to Niche Down, Hire Remote, and Build Strong Partnerships with Brad SchuchardtIn this episode of Growing Your Firm, David Cristello interviews Brad Schuchardt, founder of BTBK Accounting Services. Brad specializes in providing full-service accounting solutions to restaurants, offering accurate financial information and strategic business insight. They discuss Brad's journey into his niche, marketing strategies, and scaling up his firm. They also touch on the importance of building a strong team and partnerships. This episode is sponsored by LiveFlow. LiveFlow empowers you with flexible, powerful reporting tools to create customized dashboards that meet your specific needs. Connect to all your clients’ QuickBooks accounts and impo...2024-01-1824 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsTop Apps This Accounting Firm Uses to Run RemotelyIn this episode of the Growing Your Firm Podcast, host David Cristello interviews James E. Heyward, the principal at Heyward CPA. They dive into the world of technology and discuss the apps and tools that are working well for James' firm, as well as those that aren't. They also touch on the importance of using a support desk for client communication and setting expectations for response times. Tune in to learn about the marketing technology landscape and gain insights on how to optimize your firm's tech stack. This episode is sponsored by LiveFlow. L...2024-01-0421 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow to Run a Successful Virtual Accounting Firm w/Lisa Wolfson JonesIn this episode of Growing Your Firm, host David Cristello interviews Lisa Wolfson-Jones, owner and CPA at Mac-L Associates. Lisa shares the benefits of having client information ahead of meetings and how it helps create more effective discussions. They also discuss running a virtual firm and serving small businesses, particularly sole proprietors and entrepreneurs. Lisa launched Mac-L Associates in 2010, and they provide accounting services for small businesses and individuals. Tune in to learn more about Lisa's journey and insights for growing a successful accounting firm. This episode is sponsored by LiveFlow. Liv...2023-12-2120 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsFrom Launch to Exit: Navigating the Acquisition Process w/ Pawel BrzeminskiPawel Brzeminski is the founder and CEO of Snap Projections. Pawel has achieved great success in launching, growing, and successfully exiting his company. He has a strong ethos of reaching acquisition scale and shares insights on the unexpected process of getting acquired. In this episode, host David Cristello interviews Pawel Brzeminski, the founder and CEO of Snap Projections. Pawel shares his journey of launching, growing, and successfully exiting his company. He discusses why he chose not to raise money from venture capitalists and instead opted for an acquisition. Pawel also provides insights into the process o...2023-12-1432 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsWhy You SHOULD Get Into Form 1040 Services w/ Trina RozenIn this episode of Growing Your Firm, host David Cristello interviews Trina Rozen, owner of Trina Rozen CPA. They discuss various topics, including unique ways Trina has structured her firm, pricing strategies, making tax prep profitable, and her opinions on the coaching community. Trina shares insights on dealing with challenging clients and finding success as a solo practitioner in South Pasadena, California. Tune in for an entertaining and informative conversation. In this episode, we talk about Trina’s experiences with tax preparation and running her firm. But we also dive into some of the following topics: ...2023-12-0728 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsStop Buying Accounting Firms, Do This Instead w/ Stephanie MackIn this episode of the Growing Your Firm podcast, host David Cristello interviews Stephanie Mack, the founder of Account Mobility, a fully remote accounting practice. Stephanie shares her insights on how she's positioning her practice for growth, particularly in the area of tax advisory and tax prep. She discusses the importance of workflow automation and software in streamlining accounting processes and talks about the increasing number of CPAs and EAs retiring, creating opportunities for her practice. Tune in to learn more about Stephanie's unique approach to growth and her perspective on the future of the accounting industry.2023-11-2222 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsScaling Client Accounting Services (CAS) w/ Deneen DiasIn this episode of Growing Your Firm, host David Cristello interviews Deneen Dias, Vice President of Growth and Strategic Partnerships at Botkeeper. Daneen shares her expertise in helping top firms undergo digital transformation and discusses the world of CAS (Client Accounting Services). She also delves into the definition of CAS, where to start, and how to successfully implement and scale up CAS. Additionally, she explores the implications of AI in building CAS teams.2023-11-0931 min
Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their BusinessDavid Cristello: Recurring Client Management (RCM) System for Accounting Firm OwnersShow Summary In today's episode of the Grow My Accounting Practice Podcast, we have David Cristello, the Founder & CEO of Jetpack Workflow, as our esteemed guest. David delves into the concept and functioning of Recurring Client Management (RCM) Systems, shedding light on what it entails and how it operates. He emphasizes the importance of evaluating workflow platforms that suit different business needs, guiding listeners on the criteria for choosing the most appropriate technology for their entities. Drawing from his role as CEO of a software development company, David shares insights on staying abreast of cutting-edge...2023-11-0325 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow to Systemize Your Firm to Take Maternity Leave w/Melissa L. Miranda, CPAIn this episode, host David Cristillo interviews Melissa Miranda, a certified public accountant and owner of Step-by-Step Accounting. They discuss the importance of preparing for maternity leave as a business owner and how to structure your team and workflow. Whether it's maternity leave or any other extended absence, Melissa shares valuable insights on setting up processes that can be applied across the board. Tune in to learn how to effectively manage time away from your business. In this episode, you will learn about Melissa Miranda's experience preparing for maternity leave as a business owner, including t...2023-10-2620 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsNavigating the Talent Crisis in Firms and the Impact of TurboTax LiveIn this episode of "Growing Your Firm," host David Cristello interviews David Leary, partner at Earmark Media and co-host of The Accounting Podcast. They discuss David Leary’s experience of being fired as a client from an accounting firm and how it led him to become a business owner and customer of accounting firms. They also touch on the talent shortage in the industry and the quality of TurboTax Live. Tune in to learn more about David's journey and Earmark Media's role in the accounting space. Earmark CPE David Leary 2023-10-1239 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow This Firm Primarily Grows By Word of Mouth Marketing w/Kayla GreenIn this episode of "Growing Your Firm," host David Cristello interviews Kayla Green from Bactrian LLC. They discuss the firm's impressive growth, which has largely been driven by word-of-mouth referrals rather than traditional digital marketing. Bactrian LLC offers a range of accounting services, payroll servicing, estate planning, and financial advising, positioning themselves as a one-stop shop for their clients. Tune in to learn more about their strategies for success and how they have achieved such impressive growth. In this episode, you’ll learn about the success of a small accounting firm in a rural farm com...2023-09-2813 min
The Ambitious Bookkeeper Podcast116 ⎸ [SYSTEMS] Jetpack Workflow with David CristelloSend us a textIn this SYSTEMS episode, I chat with David Cristello, founder and CEO of Jetpack Workflow - a company that specializes in assisting bookkeeping, payroll, and tax firms in streamlining their client work and automating deadlines.In this episode you’ll hear:David’s inspiration behind building Jetpack Workflowhow often you should review and tweak your processeshow to migrate to new softwares/tools efficiently to avoid overwhelmthe importance of understanding industry needs to tailor services and marketing strategiesResources mentioned in this episode:Jetpack Workflow2023-09-2053 min