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A show dedicated to accountants and bookkeepers who are looking to grow their practice. We deep dive into both the theory and the exact steps you need to grow your practice in the way you always dreamed. You will learn marketing, sales, hiring, management, pricing... everything it takes to scale a practice. The one thing we don’t talk about are accounting skills. You already have those. What we do is give you business skills.
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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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Show Summary: In this episode of the Grow My Accounting Practice podcast, Matt Shoup joins us to discuss the powerful impact of vulnerability in business and the deeper connections it can foster. Matt opens up about his early years as an entrepreneur and the lengths he went to get his business off the ground, including creative marketing strategies…
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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 experienc…
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Show Summary: In this episode of the Grow My Accounting Practice podcast, Stacey Bennett, founder of The SLC Group, discusses the profound impact businesses can have on the world and the unique responsibility of the business owners to drive positive change. She emphasizes the importance of aligning your business with your personal trends. By leanin…
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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 s…
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Show Summary: In this insightful episode of the Grow My Accounting Practice podcast, hosts welcome Taheera and Anne Christie, co-founders of T5 Transit LLC, as they explore how the Profit First system can revolutionize the trucking industry. Taheera and Anne share their expertise in the Final Mile industry and discuss common challenges that. transp…
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Show Summary: In today’s episode of Grow My Accounting Practice, we’re joined by Dr. Quinn Denny, a work psychologist and president of ioPSYte®, to explore the critical role personality plays in successful leadership. Dr. Denny starts by breaking down the concept of personality and why it matters in a professional setting. He also explains the key …
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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 creat…
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Show Summary: In today’s episode of the Grow My Accounting Practice podcast, we welcome Patrick Casale, MA, LCMHC, owner of All Things Private Practice LLC. Patrick shares his insights on Neurodivergent Leadership in Business, offering valuable perspectives on how neurodivergent individuals can thrive in leadership roles and shape workplace culture…
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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 fi…
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Show Summary: In today’s episode of the Grow My Accounting Practice podcast, we are excited to welcome Michelle Weinstein, a seasoned sales expert and founder of The Abundant Accountant. Michelle dives into the core challenges that firm owners face when it comes to sales, particularly the difficulty of increasing fees for existing clients. She shar…
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Show Summary: In this episode of the Grow My Accounting Practice podcast, Doreen Binkiewicz, founder of DGL Business Solutions and Certified Profit First Professional, dives into the vital components of exit planning and succession strategies for business owners. She explains how these strategies are not necessarily retirement plans, but rather a w…
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Show Summary: In today’s episode of the Grow My Accounting Practice podcast, we are joined by Rhamy Alejeal, owner of People Processes, to explore how HR can supercharge profitability for businesses. Rhamy explains why accountants should pay close attention to their clients' HR strategies and highlights the often-overlooked overlap between accounti…
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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 exis…
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Show Summary: In today's episode of the Grow My Accounting Practice podcast, Vivek Shankar joins us to dive deep into a critical yet often misunderstood topic: how accounting firms can build a differentiated brand. Vivek highlights the gap many firms face—they’re constantly told they need to build a brand, but rarely shown how to do it effectively.…
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Show Summary In today’s episode of the Grow My Accounting Practice podcast, Mark Evans shares his insights on business growth and building businesses remotely. Mark reveals how he completed thousands of real estate deals without ever meeting sellers and buyers face-to-face, showcasing the power of remote operations. He also dives into his entrepren…
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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 i…
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Show Summary In this episode of the Grow My Accounting Practice podcast, Michael Agugliaro, a mindset and accountability expert, delves into the profound connection between mindset, accountability, and business success. Michael shares how developing the right mindset and holding oneself accountable can significantly impact a business owner's abilit…
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Show Summary In today's episode of the Grow My Accounting Practice podcast, we are joined by Jemel Smith, a seasoned accountant and business owner who is passionate about helping companies achieve sustainable growth and profitability. Jemel shares his journey of becoming a Fractional CFO, where he leverages his deep financial knowledge to guide bus…
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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 p…
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Show Summary In this episode of the Grow My Accounting Practice Podcast, Katie Richardson shares her profound insights on how business owners can achieve both business growth and personal fulfillment without sacrificing family life. She kicks off the conversation by discussing how to create the life you've always envisioned, even if your schedule i…
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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 …
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Show Summary In today's episode of the Grow My Accounting Practice podcast, we are joined by Nathan Rigney, who shares invaluable insights on "Mastering Growth: Expert Strategies for Entrepreneurs and Accountants." Nathan discusses how entrepreneurs can transform their ventures into profit-generating businesses. He emphasizes the importance of reco…
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Show Summary In this enlightening episode of the Grow My Accounting Practice Podcast, we dive into the world of sponsorships with Justin Moore, a seasoned Sponsorship Coach and the founder of @CreatorWizard. Justin addresses a common misconception right off the bat, discussing whether non-dancers can secure sponsorships on platforms like TikTok. Hi…
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In this episode, host David Cristello interviews Billy Angelo, the managing partner of Angelo and Associates, who brings over 20 years of experience in the accounting industry. Billy shares insights on steering small businesses, specifically private practice owners, towards financial clarity and success. They discuss topics such as off-boarding cli…
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Show Summary In today's episode of the Grow My Accounting Practice podcast, we're thrilled to welcome Amy Baltimore, a seasoned accountant who has revolutionized her financial landscape through disciplined strategies. Amy shares her transformative journey from facing annual losses of tens of thousands of dollars to generating over $300,000 in incom…
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Today's guest, Seth Fineberg, a veteran in the accounting industry and founder of Accountants Forward, shares insights on how firm leaders can lead by example to move the profession forward. He discusses his career journey and current services, emphasizing the importance of instituting positive practices in the industry. Tune in to learn from Seth'…
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Show Summary In today’s episode of the Grow My Accounting Practice Podcast, we’re thrilled to welcome Christian Brim, a Profit First Professional and the distinguished author of "Profit First for Creatives." Christian dedicates his career to helping small business owners achieve financial stability and growth through innovative accounting strategie…
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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 tip…
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, we are thrilled to have Venus Michael as our guest. Venus is the author of "Profit First for Photographers," a groundbreaking book designed to help photographers escape the cycle of entrepreneurial poverty and achieve financial clarity. She shares insights into common finan…
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Show Summary In today's episode of the Grow My Accounting Practice podcast, we have the pleasure of hosting Chad T. Jenkins, a lifelong entrepreneur and visionary known for reshaping businesses to deliver remarkable returns. Chad introduces his innovative FILM methodology, which stands for Friction, Identification, Leverage, and Market. He coaches …
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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 region…
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Show Summary In today's episode of the Grow My Accounting Practice podcast, we welcome Scott Whitaker, Founder of Membership Multipliers, to discuss the art of transforming clients into members for enhanced business retention and growth. Scott brings his expertise in helping coaches and membership businesses scale their offerings, generating substa…
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Show Summary In today's episode of the Grow My Accounting Practice podcast, we are joined by Kristen Ricupero, a seasoned business and personal financial coach. Kristen delves into the critical role mindset plays in business growth. With her extensive experience in helping small business owners and entrepreneurs, Kristen shares how your mind can ei…
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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, sett…
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, we are excited to welcome Seth Fineberg, an esteemed accounting industry consultant and content strategist, to discuss "Revolutionizing Accounting: Essential Changes for Progress." With over three decades of experience in journalism and content creation, Seth brings a wealt…
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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 wor…
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Show Summary In today's episode of the Grow My Accounting Practice podcast, we welcome Kiné Corder, the leading National Certified Counselor specializing in Performance Financial Hypnotherapy. Kiné delves into the reasons why clients often get stuck or lose focus on their financial goals. She explains that emotional factors and deep-seated money be…
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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 dedi…
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Show Summary In today’s episode of the Grow My Accounting Practice Podcast, we welcome Brandy Derrick, a Certified Digital Bookkeeper and the owner of Legal Ease Bookkeeping. Brandy shares her insights on the concept of Masterminds, explaining what they are and how they can be a powerful tool for professional growth. A Mastermind is essentially a g…
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, we are joined by Marcel Petitpas, CEO & Co-Founder of Parakeeto, and head strategic coach at SaaS Academy by Dan Martell. Marcel brings a wealth of knowledge and expertise in helping agencies measure and improve their profitability through streamlined operations and reporti…
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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 Profi…
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Show Summary In this episode, Geraldine Carter, an expert coach for CPAs, shares six common characteristics of successful clients. Firstly, they prioritize creating value for their services, ensuring profitability and client satisfaction. They also excel at pricing effectively, delivering services efficiently, and maintaining a clear mindset. Addit…
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, we were thrilled to welcome Billie Anne Grigg, Lead Technical Guide at Profit First Professionals. Billie Anne's journey with Profit First began as a business owner utilizing Profit First services before joining the team. Her dedication and impact have been instrumental in …
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In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristello welcomes back Geni Whitehouse, founder of The Impactful Advisor and Information Technology Alliance (ITA) president, who specializes in the wine industry. Geni, also known as the Countess of Communication and author of "How to Make a Boring Subject Intere…
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, we had the pleasure of hosting Inna Korenzvit, an inspiring entrepreneur who embarked on a remarkable journey of returning to the workforce after 15 years of being a homemaker and raising a family. Inna shared her insightful experiences of founding and running her own busin…
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Today's episode features Samantha Santaniello, partner at R.S.K Tax & Consulting. Samantha discusses the importance of setting boundaries to manage time effectively as a business owner. Host David Cristello explores topics like systems and processes for scaling a firm, balancing work and family life, and utilizing AI transcription tools. Tune in to…
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, Tim Thompson delves into common misconceptions about taxes within Profit First Circles. He addresses the skepticism often heard from prospects, such as disbelief in their reported income or reluctance to accept their tax obligations. Tim offers insights on navigating these …
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Summary In this episode of Growing Your Firm, host David Cristello interviews Jordan Sublette, the CEO and founder of Cloud Accounting Staffing. Jordan shares his journey of building and selling his firm, and dives into the world of outsourcing talent. They discuss the challenges of talent crunches and how Jordan navigated through them. Tune in to …
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, we welcome Lori Hardtke, the owner and president of ByteWize, Inc. Lori shares her journey of building a successful MSP business while staying true to her vision and values. She reveals that her motivation stemmed from a clear understanding of what she didn't want in her bu…
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In this insightful episode of the "Growing Your Firm" podcast, brought to you by Jetpack Workflow, host David Cristello is joined by special guest Adam Lean, CEO and co-founder of The CFO Project. Adam shares his expertise on how accountants can go beyond traditional number-crunching by engaging with clients through meaningful conversations that re…
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