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Artwork for Growing Your Firm

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

Jetpack Workflow
Accounting Practices
Accounting
Restaurants
Remote Work
Jetpack Workflow
Outsourcing
Client Advisory Services
Pricing Strategies
Client Acquisition
Wealth Management
Work-Life Balance
Tax Preparation
Niche Marketing
Restaurant 365
Client Offboarding
Financial Planning
Financial Management Software
BTBK Accounting Services
Client Engagement
Accounting Industry

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 monthlyEpisodes379Founded11 years ago
Number of ListenersCategories
ManagementBusiness

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Artwork for Growing Your Firm

Latest Episodes

Discover why industry leaders are feeling more optimistic than ever about the future of professional accounting. This roundtable discussion explores a pivotal shift from a culture of burnout toward one centered on high-value advisory and long-term cl... more

Matt Gardner scaled Hiline by moving beyond referral-only growth and building systems designed to scale. By niching down, investing ahead of demand, restructuring sales roles, and embracing automation and technology, Hiline created a predictable grow... more

YouTube

Growing accounting firms often misdiagnose turnover and capacity issues. Erin Daiber explains why these problems usually start at the partner level, how trust breakdowns create hidden churn, and what firms must fix first before hiring or offshoring. ... more

YouTube

On an episode of the Growing Your Firm podcast, David Cristello spoke with William Hamilton IV, founder of SmartPath, about why pricing problems often sit underneath many operational issues firms experience. William has spent more than a decade study... more

YouTube

Key Facts

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Recent Guests

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
Anderson Petergeorge
Co-founder at Quanto and experienced CPA
Quanto
Episode: AI Tools That Help Accounting Firms Scale Faster: Insights from Anderson Petergeorge
Douglas Slaybaugh
Founder of CPA Coach, a platform for coaching CPA CFOs and accounting executives.
CPA Coach
Episode: How Coaching Transforms Accounting Leaders: Lessons from Douglas Slaybaugh
Chase Birky
Founder of Dark Horse
Dark Horse
Episode: Firm as a Service: How Dark Horse is Transforming the Accounting Firm Model
Ben Taylor
CEO at SoftLedger, former CPA with over 10 years of experience
SoftLedger
Episode: From CPA to Software Entrepreneur: How Ben Taylor Launched SoftLedger
K.C. Eames
Director of Client Accounting Services at Dark Horse CPAs
Dark Horse CPAs
Episode: Unlocking the Secrets of Client Accounting Services with K.C. Eames

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 100 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.

Apple Podcasts
#126
India/Business/Management
Apple Podcasts
#249
Ireland/Business/Management

Talking Points

Recent interactions between the hosts and their guests.

How Matt Gardner Scaled a Niche Accounting Firm Without Chasing Referrals
Q: What foundational marketing methods gave you confidence and predictability in your pipeline to hire sales?
It starts with referrals, but to grow; one must wean off referral dependency and invest in brand presence and content marketing.
How Matt Gardner Scaled a Niche Accounting Firm Without Chasing Referrals
Q: What have you learned about getting the right person in the sales seat?
Stage dependence is key; it's beneficial to start with someone who has technical background and can understand the business.
Fixing Turnover and Capacity Problems Inside Growing Accounting Firms with Erin Daiber
Q: What does it look like for firms that want to remain independent in this competitive M&A environment?
It's crucial to start working on your business rather than in it, ensuring strong internal processes and succession planning.
Fixing Turnover and Capacity Problems Inside Growing Accounting Firms with Erin Daiber
Q: When a client comes to you with turnover issues, what's the first thing you ask them?
I always ask what happened. It's a little bit of a double-edged sword because a lot of times when we're in it, we don't really know what's going on.
Fixing Turnover and Capacity Problems Inside Growing Accounting Firms with Erin Daiber
Q: What type or size of accounting firm do you typically work with?
Our sweet spot is anywhere from 2 to 40 million. We like to play in that space.

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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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. Jason On Firms Podcast
4. My First Million
5. The Game with Alex Hormozi

How many episodes of Growing Your Firm are there?

Growing Your Firm launched 11 years ago and published 379 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. Matt Gardner
2. Erin Daiber
3. William Hamilton IV
4. Justine Lackey
5. Anderson Petergeorge
6. Douglas Slaybaugh
7. Chase Birky
8. Ben Taylor

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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