Between 2 Firms

Saga Accounting Solutions

Real conversations with accounting business owners.

  1. 19 - David Tunstall - From Audit to AI-Driven Firm Ownership: Building Around Better Tools

    6月24日

    19 - David Tunstall - From Audit to AI-Driven Firm Ownership: Building Around Better Tools

    David Tunstall joins Nick to break down how a layoff from public company financial reporting pushed him into firm ownership, starting with door knocking, nonprofit contract work, and early small business clients before formally building The Tunstall Organization. He shares how his practice has evolved from QuickBooks Desktop, PCs, and early cloud accounting into a modern mix of QBO, Xero, TaxDome, ProConnect, Tallyfor, Replit, Cursor, and AI-driven experimentation. The conversation dives into how new tools are changing accounting firm workflows, from workpapers and trial balances to custom general ledger tools, pricing calculators, client portals, and practice management systems, while also exploring the practical tension between AI opportunity, data security, client adoption, and the day-to-day realities of running the firm. David and Nick also discuss standardizing firm tech stacks, communicating the client-facing value of platforms like Ramp, treating AI as R&D, and building systems that help business owners get better information and make smarter decisions. To connect with David, visit his firm's website: https://tunstallorg.com If you would like to connect with us visit: https://sagaaccounting.com or to appear on the show, fill out a guest application: https://docs.google.com/forms/d/e/1FAIpQLSeoshMXYliGh_4tU3OrHw2EjsVwZu3k8KbPi8fRMTCVjca1ig/viewform?usp=sharing&ouid=102990742476444666854

    1 小時 23 分鐘
  2. 18 - From Vinyl to Corporate to Virtual: James Heyward's Path to Running His Own Firm

    6月10日

    18 - From Vinyl to Corporate to Virtual: James Heyward's Path to Running His Own Firm

    James Heyward joins Nick to break down how he grew up around accounting through his father’s practice, took a detour through Duke, DJing, record promotion, and owning a vinyl-only retail store, then eventually returned to accounting and launched Heyward CPA in 2010. He shares how early business ownership taught him how to survive as a firm owner, why corporate accounting felt too siloed after public accounting, and how the timing of leaving a stable paycheck became a family and lifestyle decision as much as a career one. James walks through how his firm grew through word of mouth, website lead generation, SEO, Google Ads, and a focus on serving the African American business community, plus how he is now refining that funnel to attract more growth-minded business owners rather than simply chasing volume. The conversation also dives into advisory positioning, why not every client is an advisory client, and how James thinks accountants should stop centering the value of their work only on deliverables and instead charge for process, judgment, accessibility, and client communication. He explains the firm’s move away from traditional ongoing bookkeeping toward a “Be Your Own Bookkeeper” model built around training, oversight, quarterly meetings, and stronger client ownership of the numbers. They wrap with lessons on pricing, filtering bad-fit prospects, using tools like Jetpack Workflow and Help Scout to manage workflow and client communication, and building a practice that reduces aggravation while creating better conversations with business owners. To connect with James, visit his firm's website: https://www.heywardcpa.com/ Check out his podcast Heyward CPA Live: https://www.youtube.com/@heywardcpa If you would like to connect with us visit: https://sagaaccounting.com/ or to appear on the show, fill out a guest application: https://docs.google.com/forms/d/e/1FAIpQLSeoshMXYliGh_4tU3OrHw2EjsVwZu3k8KbPi8fRMTCVjca1ig/viewform?usp=sharing&ouid=102990742476444666854

    1 小時 27 分鐘
  3. 17 - Nick & Matt - From 16 to 72 Returns: Our First Full-Time Tax Season In Review

    5月27日

    17 - Nick & Matt - From 16 to 72 Returns: Our First Full-Time Tax Season In Review

    Nick and Matt sit down for another Firm Deep Dive episode to break down Saga’s first full tax season systems review, including how the firm went from 16 returns the prior year to 72 returns and counting. They walk through the tech stack that carried the season, including StanfordTax for organizers and workpapers, Financial Cents for practice management, Drake for tax prep, Ignition for proposals and upfront billing, plus mid-season additions like Tallyfor for entity trial balances and Verito for hosted tax software access. The conversation digs into what worked, especially billing 100% upfront, having Marisa run client communication and admin, and bringing on Keyasa mid-season to help with organizer review and 1040 prep. Nick and Matt also unpack what broke down, from an unfiltered calendar link that created too many unqualified sales calls, to incomplete organizers entering the prep queue, to the friction of using a separate KBA e-signature platform. They walk through the full client lifecycle from proposal, onboarding, organizer delivery, prep, internal review, client questions, Loom video delivery, e-signature, e-filing, and acknowledgment tracking. They wrap with lessons on capacity planning, expectation management, using Financial Cents as the source of truth, building a “pizza tracker” style return status system, and moving toward a more scheduled tax season with clearer priorities and fewer reactive client touchpoints. If you would like to connect with us visit: https://sagaaccounting.com/ or to appear on the show, fill out a guest application: https://docs.google.com/forms/d/e/1FAIpQLSeoshMXYliGh_4tU3OrHw2EjsVwZu3k8KbPi8fRMTCVjca1ig/viewform?usp=sharing&ouid=102990742476444666854

    1 小時 1 分鐘
  4. 16 - Bryce Morrison - From Zero to 40+ Clients in Under a Year

    5月13日

    16 - Bryce Morrison - From Zero to 40+ Clients in Under a Year

    Bryce Morrison joins Nick to unpack how he went from a public accounting path at a growing Boise-area firm to launching Blacksmith CPA, a niche practice focused exclusively on nonprofit tax and compliance work. He shares how his early exposure to nonprofit returns showed him a gap in the market, why he left his prior firm without taking clients, and what it was like starting from scratch in May 2025 with no book of business. Bryce breaks down how joining state nonprofit associations became his best client acquisition strategy, especially through referral partners like bookkeepers, grant writers, auditors, and other nonprofit service providers, while LinkedIn and Facebook groups proved far less effective for generating quality leads. The conversation also covers his service mix, including Form 990 compliance, state filings, exempt organization formation, bookkeeping support through a subcontractor, and helping smaller nonprofits build stronger financial policies, procedures, and internal controls. Bryce walks through his tech stack, including CCH Axcess, CCH Engagement Essentials, Microsoft tools, QBO, and TaxDome, plus how he prices tax work as fixed-fee projects and handles bookkeeping or advisory work more hourly. They also dig into the realities of capacity planning in a new firm, why Bryce wants to avoid the traditional public accounting “sweatshop” model, how quickly steady work arrived after months of client hunting, and his evolving decision to hire rather than stay solo. They wrap with lessons on niche positioning, saying no to poor-fit clients, nonprofit conference booths as a referral engine, and the freedom that comes from building a firm around family, focused work, and a better version of public accounting. To connect with Bryce, visit his firm's website: https://blacksmith-cpa.com/ or follow him on LinkedIn: https://www.linkedin.com/in/brmorri If you would like to connect with us visit: https://sagaaccounting.com/ or to appear on the show, fill out a guest application: https://docs.google.com/forms/d/e/1FAIpQLSeoshMXYliGh_4tU3OrHw2EjsVwZu3k8KbPi8fRMTCVjca1ig/viewform?usp=sharing&ouid=102990742476444666854

    1 小時 21 分鐘
  5. 15 - Crystal Wambeke - From Capacity Chaos to Measured Workload Planning

    4月29日

    15 - Crystal Wambeke - From Capacity Chaos to Measured Workload Planning

    Crystal Wambeke joins Nick to break down how she went from a government accounting role to building a bookkeeping firm from the ground up, including a 9-year side hustle phase that eventually turned into a full-time practice. She shares how early client acquisition came from platforms like Craigslist and Elance, why being selective with clients paid off long term, and how hitting capacity and burnout forced her first hire a few years in. Crystal walks through her current 7-person team structure, including the role of a client success manager and how work flows from senior account managers to associate bookkeepers, plus the challenges of maintaining clear communication across email, text, and internal tools like Slack and ClickUp. The conversation also dives into her niche in fraud examination work, which now makes up a portion of firm revenue, how her background in loss prevention led to becoming a Certified Fraud Examiner, and how writing a book unexpectedly became a source of inbound leads. They wrap with lessons on delegation, system tradeoffs, and the realities of scaling a firm without formal marketing. To connect with Crystal, visit her firm's website: https://www.wambekeassociates.com/ or follow her on LinkedIn: https://www.linkedin.com/company/wambeke-associates To check out her book referenced on the podcast visit: https://www.amazon.com/dp/0692923160 If you would like to connect with us visit: https://sagaaccounting.com/ or to appear on the show, fill out a guest application: https://docs.google.com/forms/d/e/1FAIpQLSeoshMXYliGh_4tU3OrHw2EjsVwZu3k8KbPi8fRMTCVjca1ig/viewform?usp=sharing&ouid=102990742476444666854

    1 小時 15 分鐘
  6. 13 - Perry Mayer - Taking the Leap and Building a White-Glove Accounting Business

    3月25日

    13 - Perry Mayer - Taking the Leap and Building a White-Glove Accounting Business

    Perry Mayer joins Nick to break down how he went from corporate internal audit and public accounting into building Vital Accounting Services on the side, then making the leap full-time after realizing there was never going to be a “perfect” moment. They get into what changed once Perry left corporate, including rebuilding his network from scratch, leaning hard into tax-accountant referral partners, and growing the firm by focusing on bookkeeping, cleanup work, and fractional controller/CFO services rather than tax. He shares how he structures fixed-fee tiered packages, why he refuses to track time unless absolutely necessary, and how he manages client expectations around cleanup timelines with a 90-day ramp-up. The conversation also covers hiring experienced accountants in the Philippines, the tradeoffs of offshore staffing and time-zone overlap, why review capacity can become the bottleneck as a firm scales, and what Perry is doing to build a more boutique, white-glove firm for clients in the $1M to $10M range. To connect with Perry, visit his firm's website: https://vitalacct.com/ or follow him on LinkedIn: https://www.linkedin.com/in/perry-mayer-cpa To watch the previous episode we did with Jonathan visit: https://open.spotify.com/episode/3MibdfhCpFire5sUKdV4kG?si=hUKULOQDTBuR-UOlSojpmA If you would like to connect with us visit: https://sagaaccounting.com/ or to appear on the show, fill out a guest application: https://docs.google.com/forms/d/e/1FAIpQLSeoshMXYliGh_4tU3OrHw2EjsVwZu3k8KbPi8fRMTCVjca1ig/viewform?usp=sharing&ouid=102990742476444666854

    1 小時 14 分鐘
  7. 12 - Darren King - Walking Away After a Private-Equity Buyout: Starting Over With Zero Clients

    3月11日

    12 - Darren King - Walking Away After a Private-Equity Buyout: Starting Over With Zero Clients

    Darren King joins Nick to unpack how he went from a small-firm public accounting career to launching Darren King CPA in Sandpoint, Idaho, after watching multiple firm buyouts reshape client experience, pricing, and internal culture. He shares why the last private-equity buyout became the “now or never” moment to go solo, what it felt like to start with zero true side-practice clients, and how he built early momentum through past-client pull, subcontract work to keep the lights on, and a surprisingly effective referral-partner strategy of cold outreach to dozens of local bookkeepers. Darren explains why he’s tax-only by design, how he runs a simple one-call intake process (prior return first, then engagement letter), where his minimum pricing lands, and how he uses TaxDome as the all-in-one backbone alongside CCH Access, QBO, and a lean supporting stack. The conversation also covers capacity planning as a solo, turning down bad-fit work, staying local and relationship-driven, and building a firm around reasonable hours, autonomy, and a long-term vision of staying small. To connect with Darren, visit his firms website: https://www.darrenkingcpa.com/ or follow him on LinkedIn: https://www.linkedin.com/in/darrenkingcpa https://www.facebook.com/people/Darren-King-CPA-PLLC/61576615540774/ If you would like to connect with us visit: https://sagaaccounting.com/ or to appear on the show, fill out a guest application: https://docs.google.com/forms/d/e/1FAIpQLSeoshMXYliGh_4tU3OrHw2EjsVwZu3k8KbPi8fRMTCVjca1ig/viewform?usp=sharing&ouid=102990742476444666854

    1 小時 22 分鐘

簡介

Real conversations with accounting business owners.