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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 monthlyEpisodes387Founded12 years ago
Number of ListenersCategories
ManagementBusiness

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Artwork for Growing Your Firm

Latest Episodes

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

In this episode of Growing Your Firm, host David Cristello sits down with Isaac Perdomo, founder of Opzer, to discuss the practical application of AI and low-code/no-code tools in modern accounting practices. Isaac shares real-world case studies of f... more

YouTube

Is the traditional general ledger dead? As small businesses and startups demand real-time data, the standard "wait two weeks for a black-and-white P&L" model is becoming obsolete.

In this episode of Growing Your Firm, host David Cristello sits down... more

YouTube

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

YouTube

Key Facts

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Recent Guests

Joe Manganelli
Founder/CEO of Calculate; CRO at Amalgam
Calculate / Amalgam
Episode: The Referral Strategy That Took 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
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

Host

David Cristello
Host of Growing Your Firm podcast

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 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.

Apple Podcasts
#131
Canada/Business/Management
Apple Podcasts
#14
Indonesia/Business/Management
Apple Podcasts
#224
Indonesia/Business

Talking Points

Recent interactions between the hosts and their guests.

The Referral Strategy That Took 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.
The Referral Strategy That Took 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.
15 minutes to Complete a Month-End Close? Interview with Issac Perdomo
Q: What are your most common AI tools today, and how do firms actually integrate them into their workflows?
Top tools include Claude (often preferred over GPT-4 for many tasks), Claude cowork, Claude code, plus automation platforms like Make, NAN, and Zapier to run background automations that feed AI-led processes, reducing manual touchpoints for staff.
How to Build a 90% Automated Accounting Firm
Q: What should accounting firm owners consider when evaluating AI offerings?
Firm owners should understand the model, inputs, outputs, accuracy, and how the tool handles edge cases and real data; avoid hype-heavy demos and look for solutions that demonstrate real, verifiable performance.
How to Build a 90% Automated Accounting Firm
Q: How does the Digits model architecture differ from traditional AI approaches?
Digits uses a vector graph data model with layered training—firm-specific models, firm-wide models, and a global model—so that the ledger itself becomes an intelligent assistant for booking and reconciliation, rather than relying on external AI components.

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 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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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 387 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. Joe Manganelli
2. Isaac Perdomo
3. Jeff Seibert
4. Michael Rozbruch
5. Doug Lewis
6. Ben Curtis
7. Chase Damiano
8. Jennifer Wilson

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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