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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
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 monthlyEpisodes394Founded12 years ago
Number of ListenersCategories
ManagementBusiness

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Artwork for Growing Your Firm

Latest Episodes

Is your accounting firm stuck between AI enthusiasts who move too fast and skeptical team members who refuse to adopt new technology? Bridging the gap between enthusiastic leadership and hesitant team members is one of the biggest challenges facing m... more

Is your accounting practice built to scale—or positioned for a high-multiple exit? In this episode of Growing Your Firm, host David Cristello welcomes back Geoff Bruskin, founder and CEO of White Tiger Connections.

Geoff pulls back the curtain on t... more

Can you run a thriving, hyper-local accounting practice while living in Mexico for four months of the year? Most accounting firm owners and managing partners assume that running a local firm requires being chained to a brick-and-mortar office—especia... more

Are you running an accounting practice that can survive independent of your personal production, or are your key successors already looking for the nearest exit? In this episode of Growing Your Firm, host David Cristello sits down with Ira Rosenbloom... more

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Recent Guests

Nancy McClelland
The Dancing Accountant, CPA; advocate for tax season reform and client-focused practice design
The Dancing Accountant
Episode: Firing Clients & Making $100K/mo
Ira Rosenbloom
CEO at Optimum Strategies. Merger and Profitability Optimizer.
Optimum Strategies
Episode: CPA Firm Succession and Profitability Blueprint | Ira Rosenbloom
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)

Hosts

David Cristello
Host of Growing Your Firm podcast
Joe Manganelli
Host of Growing Your Firm Podcast

Reviews

4.7 out of 5 stars from 103 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 States5 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.

Guests bring real-world experience and concrete takeaways for firm owners.
High-quality interviews, though occasional guest interruptions have been noted by some listeners.
A practical, values-driven show with actionable advice for growing accounting firms.
Consistently praised for depth on topics like pricing, M&A, 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 Firms Are Reaching 7x EBITDA
Q: How do you determine which priorities to tackle first in a firm?
Priorities are split into offensive opportunities and defensive stabilizers. Start with high-impact, low-effort moves that unlock the most value quickly, like wealth-management expansion, pricing and billing improvements, and robust change management to drive adoption across the team.
How Firms Are Reaching 7x EBITDA
Q: What are the most important indicators that a CPA firm needs a fractional COO?
The key signals are operational bottlenecks, lack of scalable processes, reliance on time-based billing, and a desire to implement complex tech stacks and cross-sell services. A fractional COO can establish a roadmap, align stakeholders, and build an internal technology function without the cost of a full-time executive.
CPA Firm Succession and Profitability Blueprint | Ira Rosenbloom
Q: How can firms address scope creep and miscommunication between staff and partners?
Implement time-budget tracking with alerts at thresholds (e.g., 80% of budget), create incentives for staff to surface potential overruns, and establish clear accountability where partners own budgetary discipline and respond to early warnings.
CPA Firm Succession and Profitability Blueprint | Ira Rosenbloom
Q: What are the other variables, beyond price increases, that affect profitability for CPA firms?
Beyond raising fees, profitability hinges on optimizing client mix, focusing on higher-value clients, tightening scope control, and enabling cross-selling while ensuring staff are aligned and costs are managed through better budgeting and incentives.
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.

Audience Metrics

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

Listeners per Episode
Gender Skew
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Age Range
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 looking to scale, optimize operations, and expand services beyond traditional compliance. Episodes consistently explore practice management, pricing, people and culture, technology adoption (AI, automation, fintech), and strategic growth through M&A, partnerships, and niche positioning. A standout pattern is practical, battle-tested guidance from CEOs, partners, and practitioners who walk through real-world implementations, KPIs, and transition strategies—often with a focus on sustainable growth, remote or distributed teams, and client-centric models that improve profitability and work-life balance.

Where can I find podcast stats for Growing Your Firm?

Rephonic provides a wide range of podcast stats for Growing Your Firm. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Growing Your Firm and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Growing Your Firm get?

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What are the audience demographics for Growing Your Firm?

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How many subscribers and views does Growing Your Firm have?

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. Small Business Tax Savings Podcast

How many episodes of Growing Your Firm are there?

Growing Your Firm launched 12 years ago and published 394 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?

Rephonic provides full transcripts for episodes of Growing Your Firm. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Growing Your Firm?

Recent guests on Growing Your Firm include:

1. Nancy McClelland
2. Ira Rosenbloom
3. Mike Payne
4. Yuri Kapilovich
5. Adam Shay
6. Joe Manganelli
7. Isaac Perdomo
8. Jeff Seibert

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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