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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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In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristillo sits down with Tyler Winn, the founder and CEO of Cirrus Payroll. Tyler shares his journey of falling into the payroll business in 2012 and subsequently building a seven-figure firm that specializes in processing payroll for small businesses. Alongside ru…
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On this episode of Growing Your Firm, host David Cristello interviews Fred Tate, the Managing Director of CFO Shield. Fred discusses how CFO Shield takes a consultative approach to create tailored solutions for clients, offering fractional CFO services along with bookkeeping and payroll support. Fred also emphasizes the importance of understanding …
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Today on the Growing Your Firm Podcast, David Cristello sits down with guest Kane Polakoff, a principal client advisory services practice leader at CohnReznick. They delve into the world of client advisory services, discussing how to scale it, the tech stack involved, and the execution for high performance. Kane’s extensive experience working with …
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In this insightful episode of Growing Your Firm, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Tammy D. Little, CEO and founder of the FTC Group. The discussion centers around Tammy's journey from working as a controller/CFO for a large construction firm to launching her own firm, the FTC Group. Tammy shares her experiences in…
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In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristello interviews Jennifer Ryan, the owner of Bookkeeping Direct. Jenny shares her journey from initially joining the firm as a contractor to eventually buying the business in 2016. She highlights the company's impressive growth of 140% in the past year and disc…
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In this episode of Growing Your Firm, David Cristello interviews Brad Schuchardt, founder of BTBK Accounting Services. Brad specializes in providing full-service accounting solutions to restaurants, offering accurate financial information and strategic business insight. They discuss Brad's journey into his niche, marketing strategies, and scaling u…
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In this episode of the Growing Your Firm Podcast, host David Cristello interviews James E. Heyward, the principal at Heyward CPA. They dive into the world of technology and discuss the apps and tools that are working well for James' firm, as well as those that aren't. They also touch on the importance of using a support desk for client communicatio…
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In this episode of Growing Your Firm, host David Cristello interviews Lisa Wolfson-Jones, owner and CPA at Mac-L Associates. Lisa shares the benefits of having client information ahead of meetings and how it helps create more effective discussions. They also discuss running a virtual firm and serving small businesses, particularly sole proprietors …
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Pawel Brzeminski is the founder and CEO of Snap Projections. Pawel has achieved great success in launching, growing, and successfully exiting his company. He has a strong ethos of reaching acquisition scale and shares insights on the unexpected process of getting acquired. In this episode, host David Cristello interviews Pawel Brzeminski, the found…
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In this episode of Growing Your Firm, host David Cristello interviews Trina Rozen, owner of Trina Rozen CPA. They discuss various topics, including unique ways Trina has structured her firm, pricing strategies, making tax prep profitable, and her opinions on the coaching community. Trina shares insights on dealing with challenging clients and findi…
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In this episode of the Growing Your Firm podcast, host David Cristello interviews Stephanie Mack, the founder of Account Mobility, a fully remote accounting practice. Stephanie shares her insights on how she's positioning her practice for growth, particularly in the area of tax advisory and tax prep. She discusses the importance of workflow automat…
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In this episode of Growing Your Firm, host David Cristello interviews Deneen Dias, Vice President of Growth and Strategic Partnerships at Botkeeper. Daneen shares her expertise in helping top firms undergo digital transformation and discusses the world of CAS (Client Accounting Services). She also delves into the definition of CAS, where to start, …
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In this episode, host David Cristillo interviews Melissa Miranda, a certified public accountant and owner of Step-by-Step Accounting. They discuss the importance of preparing for maternity leave as a business owner and how to structure your team and workflow. Whether it's maternity leave or any other extended absence, Melissa shares valuable insigh…
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In this episode of "Growing Your Firm," host David Cristello interviews David Leary, partner at Earmark Media and co-host of The Accounting Podcast. They discuss David Leary’s experience of being fired as a client from an accounting firm and how it led him to become a business owner and customer of accounting firms. They also touch on the talent sh…
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In this episode of "Growing Your Firm," host David Cristello interviews Kayla Green from Bactrian LLC. They discuss the firm's impressive growth, which has largely been driven by word-of-mouth referrals rather than traditional digital marketing. Bactrian LLC offers a range of accounting services, payroll servicing, estate planning, and financial ad…
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In this episode of Growing Your Firm, host David Cristello welcomes back Louie Vazquez III, CEO and founder of Vazquez and Associates. Louie shares his journey of growing his firm from half a million in sales per year to achieving even greater success. They discuss the sales and marketing strategies that led to this growth and delve into the challe…
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Congruent Advisory Services, LLC began in 2019 with Tejal starting a boutique one-woman show. Her goals were to support business owners in the process of inception to exit. Tejal tells David that there was an agreed upon cohesive and collaborative approach. The exposure and openness shared amongst both partners led to a culture that was rooted in t…
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Nicole is the managing principal at Madison Brothers Consulting Group. The group commits to exceptional client service provided by trusted advisors. They endeavor to give peace of mind to clients by offering solutions for ever changing business challenges. Madison Brother’s Nicole Durio joins our show and she’s offering a free 1 hour consultation t…
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John is the president of JEnsley Financial, a fiduciary financial planning firm based out of Vancouver, WA. John started his firm in 2012 after a U-turn move from corporate America to financial services. After obtaining a copy of "The 4-Hour Work Week" by Tim Ferriss, John began to understand that the technologies existed to build a life that allow…
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Today we welcome Breanne Mode on the podcast. Breanne is the Director of Client Accounting and Advisory Services (CAAS) at Cbiz. After a visit to a QuickBooks Connect conference in San Jose, CA, Breanne decided that her flight back was a networking opportunity, instead of her typical relaxation time. Of course, this happened to be the plane ride wh…
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Today we sat down with a special guest, Don Emery. Don is the General Manager of Doc.It and has been with them for over 10 years. Doc.It was acquired by Iris in 2021. On our show we’ll cover: Transition of going from a paper-based to paperless practice Consolidation and build outs across the industry Talent, team management, retention & much more…
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Brannon is the founder of Poe Group Advisors & Accounting Practice Academy. He is also a returning guest on the show! Poe Group Advisors is based out of Charleston, SC. The group is known for their processes surrounding facilitating the buying and selling of CPA firms. We enjoy an annual conversation with Brannon about M&A and his expertise in the …
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Today we talk through how to think about your own wealth. The listener should be asking themselves a simple question: How are you thinking about the wealth YOU are creating? We welcome Colleen, a Certified Financial Planner, at IG Wealth Management on today’s show. Colleen shares a wealth of knowledge (literally) about her experiences in the financ…
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Today we welcome back guest Jeff Jacobs where we talk through some interpersonal conversation that dives much deeper than the accounting business itself. Jeff and David cover momentum, self assessment, breaking chains, and much more. Jeff is a returning guest on our podcast where we previously covered client acquisition, retention, and expansion. J…
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Shauna is a returning guest on our show. She is the owner of Tax Goddess Business Services ® and a certified tax coach. Shauna also acts as an author, speaker, and investor. Skilled in many and all things, learn more about Shauna’s career here. Today we welcome back a well thought and experienced guest, Shauna Wekherlien, CPA and founder of Tax God…
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James has experience in all things accounting. He has 20 professional years of experience working within firms including serving as a director of Ernst & Young in Sydney, Australia. He has 5 years of senior finances roles under his belt as well. Prior to COVID, James started his own firm, JD Scott & Co. Here, lies the interesting part of James’ sto…
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Join us today as we talk with Mark Stovel and his proven systems that help accountants take home $250k annually. We’ll talk through equity positions, win-wins, and much more. Simply put, Mark helps accountants take home $250k annually. After launching his firm in 2017, Gyroscope Accounting was acquired in 2021. Now, Mark helps clients through coach…
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Shauna Wekherlien is the owner of Tax Goddess Business Services, a CPA firm located in Scottsdale, AZ. Tax Goddess is a firm that focuses on tax strategy and planning to help lower and minimize taxes for business owners and investors. At the time this was written, her firm had saved their clients over $740,264,635. Talk about lowering and minimizin…
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Jeff, a fan of our show, is the Director of Development at Wilkins Miller. Wilkins Miller is a top 400 Accounting firm in Mobile, AL. He started his career in IT business development and soon transferred to development, which we will cover throughout. Ultimately, Jeff is in the pursuit of new clients and new business. On today’s episode we sat down…
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Amy is the CEO, keynote speaker, and consultant at B3 Method Institute. B3 Method Institute is an educational organization focused on providing work-life harmony. Since you’re in the learning mood, here’s a ‘math’ problem of the B3 Method: (Business + Balance = Bliss). In our latest podcast, Amy Vetter shared her philosophy on creating harmony in l…
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Dan has quite the story and journey unlike any other. After finding himself in prison twice during his teenage years, he found a second chance in life. He was able to get sober and began starting companies beginning at the age of 18. By the time he reached 24, he began to see some true success. However, because of the demand from his newly started …
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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 testin…
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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 a…
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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 …
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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. S…
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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, …
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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 …
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Reza Hooda runs an accounting practice on the South Coast of New Hampshire in the U.K. Reza first started as a firm owner, but now he offers to coach other accountants who are willing to positively transform their work practices. Reza’s website is rezahooda.com. In this Growing Your Firm Podcast, Jetpack CEO and founder David Cristello brought in R…
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Mark Myers is the founder of Peak Profit Solutions, and he’s a Tax Savings Architect. As stated on his website, “Peak Profit Solutions and its affiliate partners have helped thousands of individuals increase profit and permanently reduce their annual tax bill to help them better grow their business and accelerate their wealth.” In this “Growing You…
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Michael Frost is the co-founder and president of Heritage Family Offices. His partner, Ralph Nelson, is a CPA and also licensed as an attorney. Heritage Family Offices is a multi-disciplinary firm comprising a law firm, CPA firm, wealth management firm, and insurance company. In this Growing Your Firm Podcast, founder and CEO of Jetpack Workflow, D…
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In this solocast, CEO and founder of Jetpack Workflow, David Cristello, touches on compliance. Compliance isn’t dying, but some factors of the artform are going away. As technology becomes more present in firms and businesses, some people are fearful that automation and other technological systems/softwares are destroying accounting practices. Davi…
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As we march closer to the end of 2022, we need to start thinking about what we want to bring to the table for 2023. Let’s face it--we’re not all perfect. We’ve made some mistakes this year, but we prevailed and changed what needed to be changed. We’re constantly adapting and bettering our firms, one day at a time. We’ve also made exceptional progre…
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In this solocast, David Cristello, founder and CEO of Jetpack Workflow, talks about three key ideas you should use to stay relevant in the market during this recession. While you might not be able to change what happens externally, you can find solutions internally. It’s time to look inside your business and see what you can do to improve its curre…
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Roger Knecht is the President of Universal Accounting Center and hosts the podcast “Building the Premier Accounting Firm.” Roger assists accounting professionals in having a premier accounting firm in their area by offering quality services and getting paid for what they are worth. In this podcast, Roger details several pieces of advice that will h…
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Loren Fogelman is the founder of Business Success Solution. From 2018 to 2022, HubSpot has recognized Business Success Solution in its annual list of the world’s top 22 business coaches. Her main goal is to focus on helping accounting professionals double their income while working half the time. She encourages accountants to raise their prices. Wi…
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Tom Wheelwright is an entrepreneur, international speaker, and the bestselling author of “Tax-Free Wealth.” Tom has spoken to over one-hundred-thousand entrepreneurs, small business owners, investors, and others. He is the CEO of WealthAbility and hosts two podcasts: WealthAbility Show: Tom Wheelwright CPA and WealthAbility Show For CPAs. Tune into…
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Jassen Bowman is passionate about helping others build more profitable businesses and grow their firms. He is the founder of Tax Resolution Academy®, taxfirms.com, and the co-founder of the software startup Prolaera. He is a published author of several books, including Profit Optimizers: Twelve Big Ideas for a More Profitable Tax Firm. In this book…
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What is the secret leverage behind workflow audits? In this solocast, Jetpack Workflow Founder and CEO David Cristello will help you elevate your firm and become a critical thinker when conducting your workflow audit. He focuses on how you can build a metaphorical engine to help you execute more efficiently and effectively. If you designate yoursel…
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