Business

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

by Jetpack Workflow

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.

101 episodes

EN language

All Episodes

1

The EOS Lite Framework for Growing a Remote Firm

38:58 Mar 13, 2026

2

Why Accounting Firm Owners Burn Out (And How to Fix It with Better Operations)

29:56 Mar 10, 2026

3

Why Talent Is the Real Growth Constraint for Accounting Firms: Insights from Jennifer Wilson

34:17 Mar 10, 2026

4

GYF Summit: Future of Professional Roundtable

45:14 Feb 26, 2026

5

How Matt Gardner Scaled a Niche Accounting Firm Without Chasing Referrals

39:00 Feb 12, 2026

6

Fixing Turnover and Capacity Problems Inside Growing Accounting Firms with Erin Daiber

26:13 Jan 29, 2026

7

How William Hamilton Breaks Down Pricing, Packaging, and Value for Accounting Firms

33:22 Jan 15, 2026

8

How Justine Lackey Turned a Focused Bookkeeping Firm Into a Successful Exit

34:17 Dec 27, 2025

9

AI Tools That Help Accounting Firms Scale Faster: Insights from Anderson Petergeorge

28:57 Dec 4, 2025

10

The Future of Accounting Firms in an AI Driven World with Ryan Lazanis

33:30 Nov 7, 2025

11

How Coaching Transforms Accounting Leaders: Lessons from Douglas Slaybaugh

35:48 Oct 23, 2025

12

Firm as a Service: How Dark Horse is Transforming the Accounting Firm Model

48:14 Aug 22, 2025

13

From CPA to Software Entrepreneur: How Ben Taylor Launched SoftLedger

26:34 Aug 4, 2025

14

Scaling Accounting & CAS Beyond $5M with Dave Olsen

32:23 Jun 28, 2025

15

Navigating Talent Trends in CPA M&A with Geoff Bruskin

29:04 Jun 16, 2025

16

Unlocking the Secrets of Client Accounting Services with K.C. Eames

26:38 May 29, 2025

17

The Billion Dollar Accounting CEO w/ Alan Whitman

43:27 May 15, 2025

18

How to Stay Focused and Become a 'Smarter Accountant' w/ Dawn Goldberg

46:37 May 1, 2025

19

The Right Way to Plan Accounting Compensation w/Dominic Piscopo

35:42 Apr 17, 2025

20

The Current State of Accounting Firm M&A W/Todd Steinberg

35:17 Apr 3, 2025

21

The Zero Cost Accounting Client Acquisition Method w/Alyssa J. Dillon

43:36 Mar 27, 2025

22

Launching an Accounting Firm While Battling Cancer w/Kelly Mann

30:07 Mar 13, 2025

23

What This Owner Learned After 10+ Acquisitions and Divestitures w/Marcus Dillon, CPA

37:12 Feb 27, 2025

24

How to Raise Rates on Current Clients w/Loren Fogelman

23:53 Feb 20, 2025

25

Building a $500K Lifestyle Accounting Firm in Under 24 months w/Michael Meihaus, CPA

37:42 Feb 6, 2025

26

Is This the Most Profitable Accounting Firm? w/ Jesse & Tom from FinOptimal

34:27 Jan 23, 2025

27

Not Being An 'Order Taker' and Ditching $250/$300 Clients w/ Shannon Weinstein

42:21 Jan 9, 2025

28

From Closing Offices to a Successful Exit in 7 Years w/ Wendy Barlin, CPA

31:07 Dec 19, 2024

29

The Big Opportunity Tax Planners are Leaving on the Table w/ Rory Henry

25:13 Dec 12, 2024

30

Accounting Firm Acquired for 11X EBITDA? State of M&A and More w/ Geoff Bruskin

28:58 Dec 9, 2024

31

Behind the Scenes of a Private Equity Backed Accounting Firm w/Tim Brackney

34:40 Nov 21, 2024

32

Adding $2M in Accounting Services in 36 months w/ Greg O'Brien CPA, CTS

35:50 Nov 14, 2024

33

Using LinkedIn to Drive $500K+ in CAS Services w/Roman Villard

34:46 Nov 7, 2024

34

Using LinkedIn to Drive $500K+ in CAS Services w/Roman Villardd

34:46 Nov 7, 2024

35

Scaling Down Post Covid and Designing the Ideal Lifestyle, w/Jeremy Wells

23:30 Oct 25, 2024

36

How Did this Firm Owner 2X Revenue Without Burning Out? w/Logan Graf

27:27 Oct 17, 2024

37

Doubling Revenue to $2M within 12 Months of Acquisition w/Patrick Dichter's

31:23 Oct 10, 2024

38

AI's Impact on Tax Research and More w/ Piritta Van Rijn

24:21 Sep 19, 2024

39

How to Spin Out and Grow a Wealth Management Firm W/Michelle Neiswender, CFP

19:41 Sep 5, 2024

40

300 Client Consults in Year 1? Learn How and More w/ Max Minsker

29:39 Aug 22, 2024

41

Talent Crunch!? This Guy Has 500 Accounting Candidates Ready for Hire

28:49 Aug 15, 2024

42

AI in Accounting, How to Offboard Clients, Optimizing Your Firm w/Billy Angelo

38:14 Aug 1, 2024

43

3 Things Holding Back the Accounting Industry w/Seth Fineberg

37:37 Jul 25, 2024

44

7 Accounting Firm Acquisitions in Nine Years w/ Cory Gayman, CPA

31:31 Jul 18, 2024

45

Moving from Local to National, Designing Culture for Working Moms, Acquisition Offers w/Katie Lilly

22:54 Jul 4, 2024

46

Building Diverse Accounting Teams, Vaca's During Tax Season, & More w/ Nayo Carter-Gray

31:54 Jun 20, 2024

47

Hitting $800K in Year 1, Building Culture, and more w/ Randy Crabtree

29:50 Jun 13, 2024

48

Eliminating Your Way to Growth, Packaging Services, & Pivoting Towards Success w/ Jessica Zoraida

26:24 Jun 6, 2024

49

CAS vs. CAAS vs. Profit First w/ Ron Saharyan

27:52 May 23, 2024

50

Unlocking the Secrets of Advisory, Niching Down, and Communication w/ Geni Whitehouse

28:44 May 9, 2024

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