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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
Entrepreneurship
Pricing Strategies
Work-Life Balance
Remote Work
Wealth Management
Softledger
Jetpack Workflow
Client Accounting Services
Client Acquisition
Accounting Practices
Accounting Software
Client Management
AI In Accounting
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 monthlyEpisodes384Founded12 years ago
Number of ListenersCategories
BusinessManagement

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Artwork for Growing Your Firm

Latest Episodes

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

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

Are you an accounting firm owner, managing partner, or CPA starting a firm who wants to achieve rapid growth without losing your sanity? In this episode of Growing Your Firm, host David Cristello sits down with Ben Curtis, co-founder and CEO of Good ... more

YouTube

Burnout is often misdiagnosed as a lack of effort, but the true culprit is usually a lack of infrastructure. From excessive rework to murky processes, operational friction is what actually drains a team. The solution isn't to work harder; it's to tra... more

Key Facts

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

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Recent Guests

Michael Rozbruch
Founder of Roz Strategies and a pioneer in tax resolution
Roz Strategies
Episode: MEGA API IS HERE
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
Justine Lackey
Founder of Good Sense Management and the Incubator
Episode: How Justine Lackey Turned a Focused Bookkeeping Firm Into a Successful Exit

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 States4 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.

MEGA API IS HERE
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.
MEGA API IS HERE
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.
MEGA API IS HERE
Q: How quickly can a firm start getting tax resolution clients?
A firm can go from zero to first client in about 30 days by using a stealth referral letter to existing clients and by mailing to a PTIN list, then following up with targeted referrals.
MEGA API IS HERE
Q: What are the four main IRS resolution options and how do they differ?
The four options are: 1) Installment agreements (including partial, streamlined, and specialized programs), 2) Offer in compromise to settle for less, 3) Penalty abatement (first-time or reasonable cause), and 4) Currently non-collectible status when the taxpayer cannot pay but interest accrues. Each has different qualification criteria and long-term implications.
MEGA API IS HERE
Q: What is tax resolution and why does it matter for firms?
Tax resolution involves helping taxpayers with IRS problems through approaches like installment agreements, offers in compromise, penalty abatements, and CNC status. It matters because many clients have unaddressed tax issues, creating revenue opportunities for firms that market and position themselves as specialists.

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

Where can I find podcast stats for Growing Your Firm?

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How many listeners does Growing Your Firm get?

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

How many episodes of Growing Your Firm are there?

Growing Your Firm launched 12 years ago and published 384 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?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Growing Your Firm?

Rephonic pulls ratings and reviews for Growing Your Firm from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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How do I access podcast episode transcripts for Growing Your Firm?

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What guests have appeared on Growing Your Firm?

Recent guests on Growing Your Firm include:

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

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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