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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
Remote Work
Restaurants
Accounting
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
BTBK Accounting Services
Financial Management Software
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.

PublishesMonthlyEpisodes377Founded11 years ago
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BusinessManagement

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Artwork for Growing Your Firm

Latest Episodes

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

Justine Lackey built a sellable bookkeeping firm by staying hyper focused on one service, one platform, recurring revenue, documented systems, and ethical leadership. Long before selling in 2023, her firm was structured to operate independently, maki... more

YouTube

Anderson Petergeorge, co-founder of Quanto, explains how accounting firms can scale from startup to multi-million-dollar operations by using ChatGPT, meeting transcript tools, and modern ledgers. He argues that AI will not replace accountants but emp... more

YouTube

The accounting industry is changing faster than ever. Automation, artificial intelligence, and remote work are rewriting the way firms operate. Yet one principle remains clear: firms that balance technology with human connection will lead the next de... more

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Recent Guests

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
Dawn Goldberg
CPA in public accounting for over 30 years, CEO of The Smarter Accountant, author, and podcaster.
The Smarter Accountant
Episode: How to Stay Focused and Become a 'Smarter Accountant' w/ Dawn Goldberg
Dominic Piscopo
Founder behind Big 4 Transparency
Big 4 Transparency
Episode: The Right Way to Plan Accounting Compensation w/Dominic Piscopo
Alyssa J. Dillon
Entrepreneur and accounting expert
Owner of an accounting firm
Episode: The Zero Cost Accounting Client Acquisition Method w/Alyssa J. Dillon

Host

David Cristello
Founder and CEO of Jetpack Workflow, and host who regularly interviews industry experts, providing insights on various aspects of running a successful accounting firm.

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 States10 months 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.

Listeners praise the practical advice and actionable insights provided with each episode.
Some express a desire for the host to allow guests more time to speak without interruption.
Many find the content to be essential for both established accountants and those starting their own firms.
The diverse range of topics and expert guests is frequently highlighted as a valuable resource.

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 Justine Lackey Turned a Focused Bookkeeping Firm Into a Successful Exit
Q: What did you do to build a business after losing a significant portion of your revenue?
Justine prioritized creating a recurring revenue model and started ensuring that she was paid in advance for her services.
The Future of Accounting Firms in an AI Driven World with Ryan Lazanis
Q: What is the appropriate revenue threshold to consider hiring a fractional COO?
It's generally beneficial to look for this hire approaching the seven-figure mark or when a firm is overworked and struggling to manage their time effectively.
The Future of Accounting Firms in an AI Driven World with Ryan Lazanis
Q: How do you find an effective operations person?
I started with a fractional Director of Operations and moved to a full-time Director after recruiting through directories and programs for certified business managers.
The Future of Accounting Firms in an AI Driven World with Ryan Lazanis
Q: What were the critical systems you put in place that allowed you to step back?
I had different people in place to handle various business functions, such as operations and marketing, trained to manage these areas instead of relying on me for everything.
How Coaching Transforms Accounting Leaders: Lessons from Douglas Slaybaugh
Q: What do you think about the current state of the accounting profession?
There's a significant pressure in the industry from AI and competition, requiring us to adapt our pricing models and ensure our teams are coachable and collaborative.

Audience Metrics

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

Listeners per Episode
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Location
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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?

A series featuring in-depth discussions aimed at ambitious firm owners, focusing on the challenges and strategies within the accounting, bookkeeping, and tax sectors. The episodes cover a wide array of topics including practice management, innovative marketing approaches, client acquisition strategies, and the evolving landscape of talent and compensation in accounting firms. Notably, the series brings forth insights from industry leaders, highlighting real-world experiences that listeners can apply to their own practices. The blend of expert advice and actionable tips makes it a valuable resource for those seeking growth in their accounting ventures.

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. Future Firm Accounting Podcast
2. Jason On Firms Podcast

How many episodes of Growing Your Firm are there?

Growing Your Firm launched 11 years ago and published 377 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?

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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. Justine Lackey
2. Anderson Petergeorge
3. Douglas Slaybaugh
4. Chase Birky
5. Ben Taylor
6. K.C. Eames
7. Dawn Goldberg
8. Dominic Piscopo

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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