Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
350 episodes - English - Latest episode: 3 days ago - ★★★★★ - 69 ratingsGrowing 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.
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Episodes
Hitting $1.5M in 36 months (And Selling the Firm)
April 25, 2024 09:00 - 34 minutes - 48 MBSummary 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 j...
How to Sell Advisory Services at Your Firm w/ Adam Lean
April 18, 2024 09:00 - 37 minutes - 52 MBIn 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 connecti...
Is AI Overhyped? Is CAS a Necessity? These Questions and More w/ Daniel Hood
April 11, 2024 09:00 - 41 minutes - 56.9 MBOn 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 ...
Working 2 Hours / Week, Running a $1.6M Firm, and Rapping with Scotty Scarano
April 04, 2024 09:00 - 37 minutes - 51.2 MBOn 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 strate...
Smarter Way to Hire, Output Thinking, and Removing Yourself w/ John Seiffer
March 28, 2024 09:00 - 36 minutes - 50.9 MBIn 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 ...
Scaling Payroll Services to 7 Figures w/ Tyler Winn
March 14, 2024 09:00 - 21 minutes - 30.3 MBIn this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristillo sits down with Tyler Winn, the founder and CEO of Cirrus Payroll. Tyler shares his journey of falling into the payroll business in 2012 and subsequently building a seven-figure firm that specializes in processing payroll for small businesses. Alongside running Cirrus Payroll, Tyler operates a coaching business for accountants called Payroll Profits (Formally, Winning with Payroll), where he deb...
Launching a CFO Advisory Firm, Ditching Digital Marketing, and Growth w/ Fred Tate
March 07, 2024 14:47 - 33 minutes - 46 MBOn 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 in...
Behind the Scenes of a Large CAS Practice w/ Kane Polakoff
February 29, 2024 10:00 - 29 minutes - 41 MBToday 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 real...
How to Scale with Workflow, M&A, & Niching Down w/ Tammy Little
February 15, 2024 10:00 - 29 minutes - 40.1 MBIn 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 offsho...
Buying Out Partners, Implementing Workflow, and Referral Systems to 2X Growth
February 01, 2024 12:00 - 23 minutes - 32 MBIn 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 ...
How to Niche Down, Hire Remote, and Build Strong Partnerships with Brad Schuchardt
January 18, 2024 10:00 - 24 minutes - 33.4 MBIn 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 e...
Top Apps This Accounting Firm Uses to Run Remotely
January 04, 2024 10:00 - 21 minutes - 29.7 MBIn 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 y...
How to Run a Successful Virtual Accounting Firm w/Lisa Wolfson Jones
December 21, 2023 10:00 - 20 minutes - 28.8 MBIn 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 ...
From Launch to Exit: Navigating the Acquisition Process w/ Pawel Brzeminski
December 14, 2023 10:00 - 32 minutes - 44.4 MBPawel 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 ...
Why You SHOULD Get Into Form 1040 Services w/ Trina Rozen
December 07, 2023 10:00 - 28 minutes - 39.6 MBIn 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 t...
Stop Buying Accounting Firms, Do This Instead w/ Stephanie Mack
November 22, 2023 10:00 - 22 minutes - 31.6 MBIn 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...
Scaling Client Accounting Services (CAS) w/ Deneen Dias
November 09, 2023 10:00 - 31 minutes - 43.7 MBIn 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.
How to Systemize Your Firm to Take Maternity Leave w/Melissa L. Miranda, CPA
October 26, 2023 09:00 - 20 minutes - 28 MBIn 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 ...
Navigating the Talent Crisis in Firms and the Impact of TurboTax Live
October 12, 2023 09:00 - 39 minutes - 53.9 MBIn 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...
How This Firm Primarily Grows By Word of Mouth Marketing w/Kayla Green
September 28, 2023 09:00 - 13 minutes - 18.4 MBIn 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...
How This Firm Owner is Scaling to $3 Million in Revenue w/Louie Vazquez III
September 14, 2023 09:00 - 21 minutes - 29.1 MBIn this episode of Growing Your Firm, host David Cristello welcomes back Louie Vazquez III, CEO and founder of Vazquez and Associates. Louie shares his journey of growing his firm from half a million in sales per year to achieving even greater success. They discuss the sales and marketing strategies that led to this growth and delve into the challenges and opportunities that come with scaling a business. Tune in to gain insights on how to take your firm to the next level.
Building Trust and Scaling Without Any Employees w/ Tejal Shah
September 01, 2023 09:00 - 22 minutes - 31.7 MBCongruent Advisory Services, LLC began in 2019 with Tejal starting a boutique one-woman show. Her goals were to support business owners in the process of inception to exit. Tejal tells David that there was an agreed upon cohesive and collaborative approach. The exposure and openness shared amongst both partners led to a culture that was rooted in this type of thinking for business. In turn, this passes on the same experience to clients. Business involves numbers and emotions, but how do we...
How to Scale from 5-50 Staff, Structure Rev Shares and Lucrative Niches w/ Nicole Durio
August 17, 2023 09:00 - 27 minutes - 38.2 MBNicole is the managing principal at Madison Brothers Consulting Group. The group commits to exceptional client service provided by trusted advisors. They endeavor to give peace of mind to clients by offering solutions for ever changing business challenges. Madison Brother’s Nicole Durio joins our show and she’s offering a free 1 hour consultation to 5 individuals. For those that don’t know, that’s a typically going rate of $995! Find out how to earn a chance by listening to our podcast here.
Wealth Management Partnerships and the 15 Hour Work Week
August 03, 2023 09:00 - 20 minutes - 27.7 MBJohn is the president of JEnsley Financial, a fiduciary financial planning firm based out of Vancouver, WA. John started his firm in 2012 after a U-turn move from corporate America to financial services. After obtaining a copy of "The 4-Hour Work Week" by Tim Ferriss, John began to understand that the technologies existed to build a life that allowed him to control his time, and ultimately his life. From here, he built a firm that allowed him to do just that. He comments how winters in W...
CAAShing In New Ideas with Breanne Mode
July 20, 2023 09:00 - 29 minutes - 40.4 MBToday we welcome Breanne Mode on the podcast. Breanne is the Director of Client Accounting and Advisory Services (CAAS) at Cbiz. After a visit to a QuickBooks Connect conference in San Jose, CA, Breanne decided that her flight back was a networking opportunity, instead of her typical relaxation time. Of course, this happened to be the plane ride where taking out her headphones led to a great opportunity for her and her business. As she sat next to Greg Landers, Managing Director of Cbiz,...
Pipe Dreams with Don Emery
July 07, 2023 09:00 - 22 minutes - 30.6 MBToday we sat down with a special guest, Don Emery. Don is the General Manager of Doc.It and has been with them for over 10 years. Doc.It was acquired by Iris in 2021. On our show we’ll cover: Transition of going from a paper-based to paperless practice Consolidation and build outs across the industry Talent, team management, retention & much more
Everything You Need to Know About Buying or Selling an Accounting Firm with Brannon Poe
June 22, 2023 09:00 - 26 minutes - 36.2 MBBrannon is the founder of Poe Group Advisors & Accounting Practice Academy. He is also a returning guest on the show! Poe Group Advisors is based out of Charleston, SC. The group is known for their processes surrounding facilitating the buying and selling of CPA firms. We enjoy an annual conversation with Brannon about M&A and his expertise in the buyers and sellers market of accounting firms. Join us for the 2023 version as we talk with Brannon on how he sees the market reacting to a po...
Thinking Through the Future with Colleen Gillam-Judd
June 09, 2023 09:00 - 21 minutes - 29.7 MBToday we talk through how to think about your own wealth. The listener should be asking themselves a simple question: How are you thinking about the wealth YOU are creating? We welcome Colleen, a Certified Financial Planner, at IG Wealth Management on today’s show. Colleen shares a wealth of knowledge (literally) about her experiences in the financial planning realm. She shares an outside approach to planning, especially for firm owners. The conversation today is less focused on partners...
The Components of Momentum with Jeff Jacobs
May 25, 2023 09:00 - 23 minutes - 32 MBToday we welcome back guest Jeff Jacobs where we talk through some interpersonal conversation that dives much deeper than the accounting business itself. Jeff and David cover momentum, self assessment, breaking chains, and much more. Jeff is a returning guest on our podcast where we previously covered client acquisition, retention, and expansion. Jeff is the Director of Development at Wilkins Miller, where he will tell you he does everything except accounting. Jeff is active in his firm, ...
Hiring Secrets from a 90-Person (Remote) Accounting Firm
May 11, 2023 17:00 - 30 minutes - 42.1 MBShauna is a returning guest on our show. She is the owner of Tax Goddess Business Services ® and a certified tax coach. Shauna also acts as an author, speaker, and investor. Skilled in many and all things, learn more about Shauna’s career here. Today we welcome back a well thought and experienced guest, Shauna Wekherlien, CPA and founder of Tax Goddess Business Services. This is part 2 of our interview with Shauna. Check out Part 1 here. In the summary and podcast Jetpack covers Shanua’s ...
Why This Firm Owner Doesn’t Hire Full Time Employees
April 27, 2023 09:00 - 22 minutes - 31.4 MBJames has experience in all things accounting. He has 20 professional years of experience working within firms including serving as a director of Ernst & Young in Sydney, Australia. He has 5 years of senior finances roles under his belt as well. Prior to COVID, James started his own firm, JD Scott & Co. Here, lies the interesting part of James’ story. His firm focuses on hiring part-time employees, does not utilize administrative personnel, and doesn’t own a printer. Wait a minute, Jam...
Why Firm Owners Should Earn At Least $250K/Year With Mark Stovel
April 13, 2023 09:00 - 28 minutes - 39.3 MBJoin us today as we talk with Mark Stovel and his proven systems that help accountants take home $250k annually. We’ll talk through equity positions, win-wins, and much more. Simply put, Mark helps accountants take home $250k annually. After launching his firm in 2017, Gyroscope Accounting was acquired in 2021. Now, Mark helps clients through coaching. Mark’s experience began by obtaining bookkeeping clients during the early stages of his career. After leaving the corporate firm, Mark jo...
The Secret Scaling Systems from the Tax Goddess
March 30, 2023 09:00 - 30 minutes - 41.5 MBShauna Wekherlien is the owner of Tax Goddess Business Services, a CPA firm located in Scottsdale, AZ. Tax Goddess is a firm that focuses on tax strategy and planning to help lower and minimize taxes for business owners and investors. At the time this was written, her firm had saved their clients over $740,264,635. Talk about lowering and minimizing taxes! Shauna earned the name ‘tax goddess’ after needing to market herself at a networking event, and 60 seconds to do it. Quickly, she d...
Should Accounting Firms Pause New Client Acquisition?
March 16, 2023 09:00 - 29 minutes - 40.9 MBJeff, a fan of our show, is the Director of Development at Wilkins Miller. Wilkins Miller is a top 400 Accounting firm in Mobile, AL. He started his career in IT business development and soon transferred to development, which we will cover throughout. Ultimately, Jeff is in the pursuit of new clients and new business. On today’s episode we sat down with Jeff Jacobs, and talked about retention, hiring, development, and most importantly, relationships.
Growing Your Firm Podcast with Amy Vetter
March 02, 2023 10:00 - 35 minutes - 49.5 MBAmy is the CEO, keynote speaker, and consultant at B3 Method Institute. B3 Method Institute is an educational organization focused on providing work-life harmony. Since you’re in the learning mood, here’s a ‘math’ problem of the B3 Method: (Business + Balance = Bliss). In our latest podcast, Amy Vetter shared her philosophy on creating harmony in life and work to help create purpose in our work.
Buying Back Time with Dan Martell
February 16, 2023 10:00 - 37 minutes - 51.7 MBDan has quite the story and journey unlike any other. After finding himself in prison twice during his teenage years, he found a second chance in life. He was able to get sober and began starting companies beginning at the age of 18. By the time he reached 24, he began to see some true success. However, because of the demand from his newly started company, Sphere Technologies, Dan still experienced issues in his personal life. On today’s podcast, we sat down with high energy and highly foc...
Founding Principles of Growth with Darren Root
February 02, 2023 10:00 - 23 minutes - 21 MBToday, we sat down with Darren Root, Chief Strategist at Rootworks & Right Networks. Rootworks is a company of Right Networks. They focus on firm improvement and emphasize the drive of helping small to medium-size accounting firms improve every day. Let’s jump right in.
Growth Marketing to Create a 7-Figure Firm
January 19, 2023 10:00 - 29 minutes - 26.3 MBJoe and Carla are from Long Island, NY, where they took the train into the city at the very beginning of their journey. During their commute, they discovered the Growing Your Firm Podcast, taking in as much information as possible. They started Cycle CPA at one of the most challenging times any of us have faced, Q4 of 2019 as it led into the testing time of 2020. Thankfully, due to Carla’s previous professional experience, they landed in the right niche. Because COVID-19 created much dema...
How to Prepare for a Recession, Prioritize the "Next Thing" in Your Firm, and More
December 29, 2022 10:00 - 27 minutes - 26.4 MBRoger is a returning guest on the Growing Your Firm Podcast and we are excited to have him back! He is the president of Universal Accounting, a friend of our show, and tends to make our inbox light up. Universal Accounting is considered a post-secondary school for accounting professionals, and Robert and his team help countless individuals. David and Roger discuss the abnormalities businesses were faced with during and after the COVID Pandemic. David Cristello, founder and CEO of Jetpa...
What Holiday Shopping Can Teach Us About Running an Accounting Firm
December 15, 2022 10:00 - 11 minutes - 10.3 MBWe’re back with another solocast! In this episode, David Cristello, founder and CEO of Jetpack Workflow reminds us of the importance of staying a student during the holiday season. This time of the year is crazy. On the personal front, you’re purchasing and navigating a lot of different buying experiences. You’re also factoring in changes that may be happening in 2023 as well. You’ll also start to think about these things for your business. During this time, it’s important to stay a s...
Profit and Revenue Benchmarks for Accountants
December 01, 2022 10:00 - 23 minutes - 23.4 MBRob Nixon has worked in the accounting industry for 28 years. He began his journey in May of 1994 when he started a seminar company in a small Australian town: Dubbo, NSW, Australia. After getting noticed by an accountant who wanted him to present his seminar to his clients, Rob decided to fully focus on accounting firm marketing for accountants. Since then, Rob has trained about 200,000 accountants and coached around 600 firms. Rob Nixon is back again in this recent edition of the Growing...
The Honest Conversation About What’s Holding Back Firm Owners
November 10, 2022 10:00 - 35 minutes - 33.5 MBGeraldine Carter is a business coach who aims to help CPAs get the life and business they want. She runs her own website and is the host of the Business Strategies for CPAs podcast. She has a Bachelor of Science in Engineering from Cornell University. Besides business coaching and working with accountants, Geraldine enjoys mountain biking, trails, and raising her family. Through her experiences with coaching CPAs, Geraldine has a lot of information to help you move forward with your pract...
How to build 7 figure marketing funnels for your accounting firm
October 27, 2022 09:00 - 28 minutes - 26.6 MBShanita Jones is a co-owner of a childcare business and a CPA in the childcare industry. Her main goal is to help childcare business owners overcome their struggles in the industry. Other than focusing on childcare, Shanita also loves copy. She assists others with mastering their copy and messaging styles. Besides work, Shanita is a big reader and learner. In today’s Growing Your Firm Podcast, founder and CEO of Jetpack Workflow David Cristello introduces Shanita Jones--the CEO of Jones Ta...
From Burnout to Working 10 Hours/Week on his 1M Firm
October 13, 2022 09:00 - 27 minutes - 26.9 MBReza Hooda runs an accounting practice on the South Coast of New Hampshire in the U.K. Reza first started as a firm owner, but now he offers to coach other accountants who are willing to positively transform their work practices. Reza’s website is rezahooda.com. In this Growing Your Firm Podcast, Jetpack CEO and founder David Cristello brought in Reza Hooda, a mentor for growing accountants. Reza discusses how he went from a struggling firm owner to only working 10 hours a week at his one...
5 Non-Obvious Tax Saving Strategies for Your Accounting Clients
September 29, 2022 09:00 - 33 minutes - 30.7 MBMark Myers is the founder of Peak Profit Solutions, and he’s a Tax Savings Architect. As stated on his website, “Peak Profit Solutions and its affiliate partners have helped thousands of individuals increase profit and permanently reduce their annual tax bill to help them better grow their business and accelerate their wealth.” In this “Growing Your Firm” podcast, CEO and founder of Jetpack Workflow, David Cristello, discusses five tax-saving strategies for accounting clients. He interview...
How to Escape the CPA Firm Rat Race
September 15, 2022 09:00 - 37 minutes - 34.4 MBMichael Frost is the co-founder and president of Heritage Family Offices. His partner, Ralph Nelson, is a CPA and also licensed as an attorney. Heritage Family Offices is a multi-disciplinary firm comprising a law firm, CPA firm, wealth management firm, and insurance company. In this Growing Your Firm Podcast, founder and CEO of Jetpack Workflow, David Cristello, brings in special guest Michael Frost to speak about the ups and downs of the CPA firm owner rat race. Although Michael foun...
Compliance Isn’t Dead…Here’s What Is
September 01, 2022 09:00 - 9 minutes - 8.95 MBIn this solocast, CEO and founder of Jetpack Workflow, David Cristello, touches on compliance. Compliance isn’t dying, but some factors of the artform are going away. As technology becomes more present in firms and businesses, some people are fearful that automation and other technological systems/softwares are destroying accounting practices. David thinks that this anti-tech mindset is nonsense. Learning more about compliance will help you understand more about your practice and the ...
Questions to Get Your Firm Ready for 2023
August 17, 2022 12:43 - 12 minutes - 11.6 MBAs we march closer to the end of 2022, we need to start thinking about what we want to bring to the table for 2023. Let’s face it--we’re not all perfect. We’ve made some mistakes this year, but we prevailed and changed what needed to be changed. We’re constantly adapting and bettering our firms, one day at a time. We’ve also made exceptional progress and produced innovative ideas for our firms. Now, it’s time to reflect on what we’ve done and see how we can edit, change, improve, or k...
Is a Recession Happening? What Do You Need to Focus On?
August 04, 2022 09:00 - 14 minutes - 13.8 MBIn this solocast, David Cristello, founder and CEO of Jetpack Workflow, talks about three key ideas you should use to stay relevant in the market during this recession. While you might not be able to change what happens externally, you can find solutions internally. It’s time to look inside your business and see what you can do to improve its current state. If you find yourself stuck in this recession, David offers three areas to focus your efforts: Systems Clients Referrals What...
What Does a Recession-Proof Accounting Firm Look Like?
July 21, 2022 09:00 - 26 minutes - 26 MBRoger Knecht is the President of Universal Accounting Center and hosts the podcast “Building the Premier Accounting Firm.” Roger assists accounting professionals in having a premier accounting firm in their area by offering quality services and getting paid for what they are worth. In this podcast, Roger details several pieces of advice that will help you grow your firm.