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Artwork for Growing Your Firm

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

Jetpack Workflow
Accounting
Private Equity
Accounting Firms
Mergers and Acquisitions
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 monthlyEpisodes390Founded12 years ago
Number of ListenersCategories
ManagementBusiness

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Artwork for Growing Your Firm

Latest Episodes

Whether you're a CPA starting a firm, an operations manager, or a managing partner looking at succession options, understanding what actually drives firm valuation in today's intense M&A market is critical.

In this episode of Growing Your Firm, hos... more

Can you run a hyper-profitable tax and advisory firm while heavily restricting your personal work hours? Most accounting firm owners and managing partners assume that scaling past six figures requires sacrificing their personal life to the grind.

I... more

YouTube

Are you a firm owner trying to break past that next big growth plateau? Many managing partners and bookkeeping firm owners find themselves stuck in the daily grind, struggling to build a practice that can survive independent of their personal product... more

YouTube

Are you running an accounting practice that relies entirely on your own personal production, or have you built a scalable business that can exist independently of you? For accounting firm owners, managing partners, and CPAs starting firms, understand... more

Key Facts

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Recent Guests

Mike Payne
Lawyer and CPA; founder of Boss Advisors; later associated with Haga Comer
Haga Comer / Boss Advisors
Episode: How to Build and Sell a 2M CPA and Law Firm | Mike Payne
Yuri Kapilovich
Managing partner of Kapilovich and Associates; The Fun CPA
Kapilovich and Associates
Episode: Solo CPA to $290k Revenue | Yuri Kapilovich
Adam Shay
CPA, entrepreneur, coach for accounting firm owners
Knowledge LLC
Episode: How This CPA Built and Sold a $2M Accounting Firm with Adam Shay
Joe Manganelli
Founder/CEO of Calculate; CRO at Amalgam
Calculate / Amalgam
Episode: How This Accounting Firm From 0 to $10M in 7 Years with Joe Manganelli
Isaac Perdomo
Founder of Opzer
Opzer
Episode: 15 minutes to Complete a Month-End Close? Interview with Issac Perdomo
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

Host

David Cristello
Host of Growing Your Firm podcast

Reviews

4.7 out of 5 stars from 102 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.

Some listeners note occasional interruptions or lengthy host monologues.
Listeners praise actionable, practical guidance for growing accounting firms.
Guests consistently bring real-world lessons and usable playbooks.
High-quality interviews with strong value on pricing, marketing, and operations.

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 and Sell a 2M CPA and Law Firm | Mike Payne
Q: What was the first thing you did once you confirmed all the monies there?
He celebrated in a personal way by taking his kids trick-or-treating right after the funds hit, illustrating a milestone moment beyond the numbers.
How This CPA Built and Sold a $2M Accounting Firm with Adam Shay
Q: What was your experience with the broker and the deal process, and what did you learn from selling?
The broker delivered the price they wanted and helped navigate market dynamics; while some questioned the broker's fees, the decision to bring the firm to market avoided leaving money on the table. The process highlighted the importance of market timing, due diligence, and maintaining stability through earn-outs and transition plans.
How This CPA Built and Sold a $2M Accounting Firm with Adam Shay
Q: How did you start thinking about selling your firm and what was the timing?
Over time, interest from potential acquirers grew as the market expanded; after the pandemic and growing fatigue from running the firm, they engaged a specialized broker and pursued due diligence, ultimately closing in mid-2023. They sought a balance between what was good for partners, the team, clients, and the community, and chose a path that felt right given the timing and offers received.
How This Accounting Firm From 0 to $10M in 7 Years with Joe Manganelli
Q: What was the rationale behind hiring someone with significant experience early on?
To enable the business to operate without the founder needing to be in the weeds, and to validate the market with capable leadership, which allowed for scalable client delivery and growth.
How This Accounting Firm From 0 to $10M in 7 Years with Joe Manganelli
Q: Was top-line growth the original objective from day one at Calculate, or did that evolve over time?
It started as a growth-first approach; he pursued opportunities aggressively and built an infrastructure to support rapid expansion, even if profitability lagged.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
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Household Income
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Frequently Asked Questions About Growing Your Firm

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

This show targets ambitious accounting and bookkeeping firm owners, focusing on practical growth tactics, practice management, pricing, talent, and technology. Episodes frequently explore how automation, AI, and streamlined operations can scale services, improve margins, and attract and retain clients. Guests range from tax and CPA firm leaders to operators who have implemented scalable systems, with recurring emphasis on real-world implementation—like onboarding, marketing, and team culture. A notable strength is how episodes balance strategic thinking (growth, M&A, pricing) with hands-on playbooks (intake protocols, operating systems, capacity planning) to help listeners act decisively.

What stands out is the consistent emphasis on susta... more

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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. Tax Smart Real Estate Investors Podcast

How many episodes of Growing Your Firm are there?

Growing Your Firm launched 12 years ago and published 390 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.

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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. Mike Payne
2. Yuri Kapilovich
3. Adam Shay
4. Joe Manganelli
5. Isaac Perdomo
6. Jeff Seibert
7. Michael Rozbruch
8. Doug Lewis

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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