295 episodes

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 Top Thought Leaders in Accounting, Tax, Bookkeeping, Practice Management, Marketing, Social Media, Succession Planning, Partner Relations, Pricing, and much more.

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

    • Business
    • 4.8 • 66 Ratings

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 Top Thought Leaders in Accounting, Tax, Bookkeeping, Practice Management, Marketing, Social Media, Succession Planning, Partner Relations, Pricing, and much more.

    Growth Marketing to Create a 7-Figure Firm

    Growth Marketing to Create a 7-Figure Firm

    Joe 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 demand for home improvement projects and investments in people’s homes, this allowed for their business in the green industry to thrive and grow, both figuratively and literally.

    • 29 min
    How to Prepare for a Recession, Prioritize the "Next Thing" in Your Firm, and More

    How to Prepare for a Recession, Prioritize the "Next Thing" in Your Firm, and More

    Roger 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 Jetpack Workflow, offers two questions and perspectives for Roger, and the biggest takeaway here is to study which routes accounting firms are taking, now that we are nearing 2023.

    • 27 min
    What Holiday Shopping Can Teach Us About Running an Accounting Firm

    What Holiday Shopping Can Teach Us About Running an Accounting Firm

    We’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 student of your buying experiences by keeping in mind what’s working and what’s not.

    • 11 min
    Profit and Revenue Benchmarks for Accountants

    Profit and Revenue Benchmarks for Accountants

    Rob 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 Your Firm Podcast! CEO and founder of Jetpack Workflow David Cristello interviews Rob Nixon, an accounting coach. The two talk about:
    Benchmarking Reports What surprised Rob here? Getting stuck in a comfortable rut Why should you grow in revenue and work fewer hours?

    • 23 min
    The Honest Conversation About What’s Holding Back Firm Owners

    The Honest Conversation About What’s Holding Back Firm Owners

    Geraldine 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 practices and your firm.
    In this Growing Your Firm Podcast, CEO and Founder of Jetpack Workflow David Cristello interviews Geraldine Carter. Geraldine has been on the show before and came back to talk about her experiences with business coaching and provide examples of what plagues CPAs/accountants. Many elements of life hold back firm owners—money, sense of value, where to go next, etc. Clients and the mental mind are two perfect examples of what holds back CPAs/accountants. If you don’t listen to your clients and find your interests through their struggles, you might never find your niche. It’s also easy to become your own worst critic.

    • 35 min
    How to build 7 figure marketing funnels for your accounting firm

    How to build 7 figure marketing funnels for your accounting firm

    Shanita 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 Tax and Financial Services. She recently achieved the Two Comma Club Award (reaching seven figures in her business). Shanita talks about how she found her niche and her style in marketing. Over the years, she gathered inspiration for the practices she performs now. After reading, you will, too!

    • 28 min

Customer Reviews

4.8 out of 5
66 Ratings

66 Ratings

eshour ,

My new favorite accounting podcast

Heard about this podcast from another firm owner and have been loving all the episodes I’ve listened to so far. Super helpful tips from firm owners who are doing amazing things in business. Definitely check this show out.

mjpayne55 ,

This needs to be part of your weekly routine!

I can’t tell enough accountants about David’s podcast. If you are currently running or plan to open an accounting practice, this is a must. I just wish I would’ve found it sooner!

jordalani ,

Great interview

My first listen was the interview with Hannah stricker. I imm sisterly subscribed after listening to it! I got so much information and i can’t wait to listen to more.

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