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

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

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.

  1. 19/12/2024

    From Closing Offices to a Successful Exit in 7 Years w/ Wendy Barlin, CPA

    In this episode of Growing Your Firm, host David Cristello welcomes Wendy Barlin, a consultant specializing in helping professional service firms transition from frustration to freedom. Wendy shares insights from her decade-long experience in building her own remote firm, which she sold in 2021.  The conversation delves into the importance of operations, systems, processes, and a fresh perspective on profit within accounting firms. Wendy emphasizes the significance of establishing firm boundaries to maintain control over one’s business and highlights the need for firms to adapt to these changes for long-term success.  Tune in to discover actionable strategies that can help firms reclaim their freedom while enhancing their operational efficiency.

    31 phút

  2. 12/12/2024

    The Big Opportunity Tax Planners are Leaving on the Table w/ Rory Henry

    In this episode of Growing Your Firm, host David Cristello welcomes Rory Henry, a certified financial planner and behavioral financial advisor.  Rory, who is also the director Arrowroot Family Office, co-founder of AFO Wealth Management Forward, and author of the upcoming book, "Holistic Guide to Wealth Management," discusses the evolving landscape of wealth management and its critical intersection with accounting and tax professionals.  The conversation explores the integration of technology in financial planning, highlighting how software is making holistic financial strategies more accessible.  Rory shares insights on the importance of collaboration among financial and accounting professionals and delves into the psychology of financial behavior. Tune in for valuable wisdom that can help accounting professionals enhance their services and better serve their clients.

    25 phút

  3. 09/12/2024

    Accounting Firm Acquired for 11X EBITDA? State of M&A and More w/ Geoff Bruskin

    In this episode of the Growing Your Firm podcast, host David Cristello welcomes Geoff Bruskin, founder and managing partner of White Tiger Connections.  They dive into the dynamic landscape of mergers and acquisitions (M&A) within the accounting industry, exploring how recent trends have created a surge in acquisition interest.  Geoff discusses the impact of cloud technology and the shift towards distributed employment, which have transformed the M&A space.  The conversation also touches on the importance of viewing accounting as a nucleus for offering diverse services, particularly for young professionals entering the field. Tune in for insights on navigating M&A and recruitment in today's evolving market.

    29 phút

  4. 21/11/2024

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

    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 experience as a CEO and his background in scaling a professional services line to over $800 million in revenue. Listeners can expect a candid conversation about the good, the bad, and the realities of private equity, alongside potential discussions around AI in the professional services sector. Tune in for valuable strategies and behind-the-scenes perspectives on navigating growth in a competitive landscape.

    35 phút

  5. 14/11/2024

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

    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 positions beyond client-facing roles, such as marketing, IT, and operations.  Greg shares valuable lessons learned on scaling a successful accounting firm and offers advice for listeners looking to achieve similar growth. Tune in to discover the latest updates from Greg and the innovative practices that have shaped his firm's journey.

    36 phút

  6. 07/11/2024

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

    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 consistent efforts have significantly increased awareness of his brand and services over the past year and a half. The discussion then delves into Roman's journey in building Full Send Finance, exploring strategic thinking for growing firms, and how modern practices can enhance operations. Tune in for valuable takeaways on leveraging social media and maintaining momentum in your professional endeavors.

    35 phút

  7. 25/10/2024

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

    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 through comprehensive tax planning and strategic business advisory services. Jeremy specializes in tax planning and business strategy for small businesses and has been active in the field since 2018.  Before his accounting career, he spent a decade as a college instructor. The conversation delves into Jeremy's unique approach to business, which emphasizes a subscription-based model rather than traditional billing methods, making his services accessible to small businesses and individuals starting their entrepreneurial journeys.  Listeners can expect insights into navigating the challenges of running a business during the COVID-19 pandemic, along with Jeremy's expertise shared through his substack, J. Wells Tax, and his roles in various professional organizations. Tune in for valuable advice on tax strategy and business planning tailored for small businesses.

    24 phút

  8. 17/10/2024

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

    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 Twitter. Logan shares his journey of starting his firm at the age of 30 and the challenges he faced, including pricing his services competitively despite having less experience than some of his peers.  The conversation delves into Logan's unique approach to content creation, his rapid growth on YouTube, and the lessons he's learned while building his successful firm.  Tune in to discover valuable insights on firm management, pricing strategies, and leveraging social media to enhance your business.

    27 phút
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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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