340 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 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.

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

    • Business
    • 4.8 • 70 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 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.

    7 Accounting Firm Acquisitions in Nine Years w/ Cory Gayman, CPA

    7 Accounting Firm Acquisitions in Nine Years w/ Cory Gayman, CPA

    On 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 is a seasoned entrepreneur and business leader with a wealth of experience in the accounting industry.
    With a career spanning over nine years, Cory has successfully grown his firm through a combination of organic growth and strategic acquisitions. His firm now boasts seven offices and a team of 45 employees, serving clients across multiple regions.

    • 31 min
    Moving from Local to National, Designing Culture for Working Moms, Acquisition Offers w/Katie Lilly

    Moving from Local to National, Designing Culture for Working Moms, Acquisition Offers w/Katie Lilly

    In 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 moving her own presence without disrupting the firm, and the value of annual retreats for her team. Tune in to learn about Katie's innovative approaches and the secrets behind her firm's growth and adaptability.
    The listener will learn about the growth and transformation of Lillyfield Accounting Solutions, including their shift to national clients, focus on remote work culture, and success with QuickBooks Online.

    • 22 min
    Building Diverse Accounting Teams, Vaca's During Tax Season, & More w/ Nayo Carter-Gray

    Building Diverse Accounting Teams, Vaca's During Tax Season, & More w/ Nayo Carter-Gray

    On 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, Nayo has established herself as an enrolled agent, a QuickBooks Online Advanced Certified Pro Advisor, and a Gusto Ambassador. 
    Her impressive credentials also include being recognized as one of Hubdoc's top 50 cloud accountants, a former Intuit Accounting Council member, and one of Forbes' top 100 tax Twitter accounts.
    Nayo's commitment to diversity and inclusion in the accounting profession is evident through her active involvement in promoting underrepresented voices. 
    As the founder of 1st Step Accounting, Nayo prioritizes setting boundaries and emphasizes that other people's emergencies do not constitute emergencies for her. This philosophy reflects her dedication to work-life balance and prioritizing personal well-being while delivering exceptional service to her clients.

    • 31 min
    Hitting $800K in Year 1, Building Culture, and more w/ Randy Crabtree

    Hitting $800K in Year 1, Building Culture, and more w/ Randy Crabtree

    In 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 the accounting industry, known for his innovative approach to building successful firms and fostering a positive company culture. With a career spanning over three decades, Randy has established himself as a thought leader in the field of accounting and tax consulting.
    In the podcast episode, Randy discusses the importance of building a strong culture within a remote work setting. He highlights the significance of creating a workplace where individuals feel valued, important, and free to be themselves.

    • 29 min
    Eliminating Your Way to Growth, Packaging Services, & Pivoting Towards Success w/ Jessica Zoraida

    Eliminating Your Way to Growth, Packaging Services, & Pivoting Towards Success w/ Jessica Zoraida

    In 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. 
    Tune in to learn more about Jessica's inspiring path and the strategies she employs to help businesses thrive.
    The listener will learn about how Big Picture Results focuses on bringing more to the bottom line for business owners, the importance of financial management, evolving packaging and pricing in financial advisory relationships, working with service providers with a good quality brand, having a qualified team for bookkeeping, regular meetings with the CFO and COO, eliminating unnecessary tasks, and maximizing returns for accounting firms and CPAs.

    • 26 min
    CAS vs. CAAS vs. Profit First w/ Ron Saharyan

    CAS vs. CAAS vs. Profit First w/ Ron Saharyan

    On 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 accounting firms, strategies for expanding client base, importance of advising customers, and the partnership between Profit First Professional and Jetpack Workflow.
    Ron Saharyan is a renowned figure in the world of small business consulting and financial management. As the co-founder and managing director of Profit First Professionals, Ron has dedicated his career to helping businesses of all sizes achieve financial success through innovative methodologies. 
    With a decade of experience in the industry, Ron has become a trusted advisor to countless firms and entrepreneurs seeking to improve their financial health.

    • 27 min

Customer Reviews

4.8 out of 5
70 Ratings

70 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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