Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

Nov 21 2024 352 ep. 31 mins 104
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals Podcast artwork

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.

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Behind the Scenes of a Private Equity Backed Accounting Firm w/Tim Brackney

Nov 21 2024 34 mins  
In 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 experi

Adding $2M in Accounting Services in 36 months w/ Greg O'Brien CPA, CTS

Nov 14 2024 35 mins  
In 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 posit

Using LinkedIn to Drive $500K+ in CAS Services w/Roman Villard

Nov 07 2024 34 mins  
In 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 consiste

Scaling Down Post Covid and Designing the Ideal Lifestyle, w/Jeremy Wells

Oct 25 2024 23 mins  
In 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

How Did this Firm Owner 2X Revenue Without Burning Out? w/Logan Graf

Oct 17 2024 27 mins  
In 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

Doubling Revenue to $2M within 12 Months of Acquisition w/Patrick Dichter's

Oct 10 2024 31 mins  
In 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,

AI's Impact on Tax Research and More w/ Piritta Van Rijn

Sep 19 2024 24 mins  
In 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 insigh

How to Spin Out and Grow a Wealth Management Firm W/Michelle Neiswender, CFP

Sep 05 2024 19 mins  
On 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, a

300 Client Consults in Year 1? Learn How and More w/ Max Minsker

Aug 22 2024 29 mins  
On 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. T

Talent Crunch!? This Guy Has 500 Accounting Candidates Ready for Hire

Aug 15 2024 28 mins  
In 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