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Artwork for Growing Your Firm

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

Jetpack Workflow
Private Equity
Accounting
Mergers and Acquisitions
Accounting Firms
Pricing Strategies
Entrepreneurship
Work-Life Balance
Remote Work
Wealth Management
Softledger
Jetpack Workflow
AI In Accounting
Client Accounting Services
Client Acquisition
Accounting Practices
Accounting Software
Client Management
Talent Crisis
Value Pricing
CPA

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.

PublishesTwice monthlyEpisodes386Founded12 years ago
Number of ListenersCategories
ManagementBusiness

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Artwork for Growing Your Firm

Latest Episodes

In this episode of Growing Your Firm, host David Cristello sits down with Isaac Perdomo, founder of Opzer, to discuss the practical application of AI and low-code/no-code tools in modern accounting practices. Isaac shares real-world case studies of f... more

YouTube

Is the traditional general ledger dead? As small businesses and startups demand real-time data, the standard "wait two weeks for a black-and-white P&L" model is becoming obsolete.

In this episode of Growing Your Firm, host David Cristello sits down... more

YouTube

Are you tired of the "compliance grind"? Most accountants overlook a goldmine sitting right in their current database: Tax Resolution. With over 27 million Americans currently facing IRS issues, the demand for representation has never been higher.

... more

YouTube

Are you building a firm to last, or building it to sell? Whether you're a CPA starting a firm or a Managing Partner eyeing retirement, understanding the current M&A (Mergers & Acquisitions) landscape is critical for your largest wealth-generation too... more

YouTube

Key Facts

Accepts Guests
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Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Jeff Seibert
Co-founder and CEO of Startup Digits; former head of consumer product at Twitter (X)
Startup Digits
Episode: How to Build a 90% Automated Accounting Firm
Michael Rozbruch
Founder of Roz Strategies and a pioneer in tax resolution
Roz Strategies
Episode: Why Accountants Are Leaving Money on the Table (And How to Fix It)
Doug Lewis
Managing Director at The Visionary Group
The Visionary Group
Episode: The M&A Shift Toward Adjusted EBITDA Margins
Ben Curtis
Co-founder and CEO of Good Measure Financial
Good Measure Financial
Episode: The EOS Lite Framework for Growing a Remote Firm
Chase Damiano
Founder and CEO of Human at Scale
Human at Scale
Episode: Why Accounting Firm Owners Burn Out (And How to Fix It with Better Operations)
Jennifer Wilson
Partner and co-founder at Convergence Coaching; leadership and management coach
Convergence Coaching
Episode: Why Talent Is the Real Growth Constraint for Accounting Firms: Insights from Jennifer Wilson
Matt Gardner
CEO and co-founder of Hiline, focusing on innovative accounting solutions
Hiline
Episode: How Matt Gardner Scaled a Niche Accounting Firm Without Chasing Referrals
Erin Daiber
CEO of WellBalanced Accountants
WellBalanced Accountants
Episode: Fixing Turnover and Capacity Problems Inside Growing Accounting Firms with Erin Daiber
William Hamilton IV
Founder at SmartPath
SmartPath
Episode: How William Hamilton Breaks Down Pricing, Packaging, and Value for Accounting Firms

Host

David Cristella
Founder and CEO of Jetpack Workflow, host of Growing Your Firm podcast, and a leading voice in accounting strategies and growth.

Reviews

4.7 out of 5 stars from 101 ratings
  • Phenomenal podcast and host

    David does an awesome job getting phenomenal advice out of his guests. This podcast is essential in learning best practices for accounting firms.

    Apple Podcasts
    5
    Troypolo43
    United Statesa year ago
  • Love this pod. A must of any accountancy firm owner

    Really get so much from listening to this show.

    I seek it out every time there is a new pod, also worked through the back catalogue.

    🙏🏻

    Apple Podcasts
    5
    Nallykenyonholmes
    United Kingdom4 years ago
  • 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.

    Apple Podcasts
    5
    eshour
    United States4 years ago
  • 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!

    Apple Podcasts
    5
    mjpayne55
    United States5 years ago
  • Great and practical

    Really great ideas in each episode and there is always something to learn. Dave brings on great guests and he himself has a ton of information to share. Superb!

    Apple Podcasts
    5
    Bronwen GMR
    South Africa5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The show is considered essential for firm owners looking to navigate challenges in the accounting industry.
Listeners find the content extremely valuable and practical for their professional development.
Reviewers appreciate the high-quality guests and actionable advice shared throughout episodes.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

How to Build a 90% Automated Accounting Firm
Q: What should accounting firm owners consider when evaluating AI offerings?
Firm owners should understand the model, inputs, outputs, accuracy, and how the tool handles edge cases and real data; avoid hype-heavy demos and look for solutions that demonstrate real, verifiable performance.
How to Build a 90% Automated Accounting Firm
Q: How does the Digits model architecture differ from traditional AI approaches?
Digits uses a vector graph data model with layered training—firm-specific models, firm-wide models, and a global model—so that the ledger itself becomes an intelligent assistant for booking and reconciliation, rather than relying on external AI components.
How to Build a 90% Automated Accounting Firm
Q: What motivated Digits to build an AI-native general ledger?
The founders saw slow, manual financial reporting and inconsistent data quality in traditional ledgers, which motivated them to embed intelligence directly into the ledger so that financial data could be interpreted, classified, and acted upon automatically.
Why Accountants Are Leaving Money on the Table (And How to Fix It)
Q: How important is phone handling and intake in converting leads?
Extremely important: live, well-handled calls on the second ring outperform voicemails and generic responses, and a structured intake script helps qualify leads quickly and move them to retained clients.
Why Accountants Are Leaving Money on the Table (And How to Fix It)
Q: What is the best approach to cold outreach and follow-up for tax resolution services?
Use a sequence of three letters over 90 days to PTIN holders, then add a monthly newsletter, and finally cycle to a new list after 12 months, while keeping communications highly client-focused and value-driven.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Growing Your Firm

What is Growing Your Firm about and what kind of topics does it cover?

This podcast focuses on providing valuable insights and strategies tailored for accounting and bookkeeping professionals, particularly firm owners seeking growth. Through interviews with industry thought leaders, the discussions cover a diverse range of topics including practice management, innovative marketing techniques, effective hiring practices, and pricing strategies. Unique stories from guests enable listeners to grasp real-world applications of these expert insights, making it an essential resource for those eager to enhance their accounting practices with actionable knowledge.

Listeners can expect to gain practical tips that address pressing issues within the accounting profession, such as managing turnover, navigating client rela... more

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To see how many followers or subscribers Growing Your Firm has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Growing Your Firm?

These podcasts share a similar audience with Growing Your Firm:

1. Jason On Firms Podcast
2. The Accounting Podcast
3. Future Firm Accounting Podcast
4. Business Strategy for CPA's
5. Accountant's Flight Plan

How many episodes of Growing Your Firm are there?

Growing Your Firm launched 12 years ago and published 386 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Growing Your Firm?

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What guests have appeared on Growing Your Firm?

Recent guests on Growing Your Firm include:

1. Jeff Seibert
2. Michael Rozbruch
3. Doug Lewis
4. Ben Curtis
5. Chase Damiano
6. Jennifer Wilson
7. Matt Gardner
8. Erin Daiber

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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