Jetpack Workflow

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

Business EN ↓ 390 episodes

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.

Author

Jetpack Workflow

Category

Business

Podcast website

jetpackworkflow.com

Latest episode

Jul 5, 2026

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Episodes

CPA Firm Management w/ Rita Keller Part 1 18.10.2014

Rita Keller is a nationally known CPA firm management consultant, speaker and author. She is a former shareholder and Chief Operating Officer of a successful, regional CPA firm and has over 30 years’ hands-on experience in the management, marketing, technology and administration of a successful firm.   Show Keywords: Cpa Accounting Accountant bookkeeping bookkeeper tax Firm management

Social Media, Change Management - Jody Padar Part 2 16.10.2014

Jody Padar not only leads New Vision CPA Group, she is also a highly sought after speaker and thought leader in the tax and accounting profession. In fact, Jody works in partnership with several of the profession’s vendors, including Paycycle, Intuit, Thomson Reuters, Copanion, and Receivables Exchange.   Show Keywords: Accounting Podcast Bookkeeping TAX CPA Firm Managment Accounting

Social Media, Change Management - Jody Padar Part 1 14.10.2014

Jody Padar not only leads New Vision CPA Group, she is also a highly sought after speaker and thought leader in the tax and accounting profession. In fact, Jody works in partnership with several of the profession's vendors, including Paycycle, Intuit, Thomson Reuters, Copanion, and Receivables Exchange.   Show Keywords: Accounting Podcast Bookkeeping TAX CPA Firm Managment Accounting  

Building Referrals and a Sellable Firm w/ Sandi Holst Part 2 11.10.2014

Sandi Holst has over 35 years of experience in Bookkeeping, Business Management and Consulting Services.   Show keywords: bookkeeping bookkeeper CPA accounting Accountant text Business management firm management

Creating Instant WOW Factors w/ Sandi Holst Part 1 09.10.2014

Sandi Holst has over 35 years of experience in Bookkeeping, Business Management and Consulting Services.   Show keywords: bookkeeping bookkeeper CPA accounting Accountant text Business management firm management

Part 2: Partner Relations & Change Management w/ August Aquila 07.10.2014

August has been recognized as one of the "Top Most Influential People" in the accounting profession by Accounting Today . They have also described August as "One of the profession's key strategic thinkers."   Show Keywords: accounting Firm Management Bookkeeping Bookkeeper Tax

Partner Relations & Change Management w/ August Aquila Part 1 04.10.2014

August has been recognized as one of the "Top Most Influential People" in the accounting profession by Accounting Today . They have also described August as "One of the profession's key strategic thinkers."   Show Keywords: accounting Firm Management Bookkeeping Bookkeeper Tax

Becoming More Profitable and Saying "No" to clients w/ Steve Pipe Part 2 02.10.2014

Steve Pipe is a Chartered Accountant who is passionate about helping accountants to become more successful by serving their clients better, and is widely regarded as one of the world's leading strategists to the accountancy profession.   A prolific writer, he has written  four books , over 150 training videos for the Accountants' Education Chanenel, the eight part BBC television series Easy Money...

Why You Should Work With Fewer Clients w/ Steve Pipe Part 1 30.09.2014

Steve Pipe is a Chartered Accountant who is passionate about helping accountants to become more successful by serving their clients better, and is widely regarded as one of the world's leading strategists to the accountancy profession.   A prolific writer, he has written  four books , over 150 training videos for the Accountants' Education Chanenel, the eight part BBC television series Easy Money...

Managing New Hires and Cross Selling Services w/ Ed Mendlowitz Part 2 23.09.2014

Edward Mendlowitz is a certified public accountant and a partner with WithumSmith+Brown located in New Brunswick, NJ. He is the author of eighteen professional books, and the editor of four others. Mr. Mendlowitz has written hundreds of business and financial articles and has been quoted in almost every major newspaper in the United States, and is on the panel of experts for Bottom Line/Personal n...

Proactive Client Communication & Content Marketing w/ Ed Mendlowitz Part 1 23.09.2014

Edward Mendlowitz is a certified public accountant and a partner with WithumSmith+Brown located in New Brunswick, NJ. He is the author of eighteen professional books, and the editor of four others. Mr. Mendlowitz has written hundreds of business and financial articles and has been quoted in almost every major newspaper in the United States, and is on the panel of experts for Bottom Line/Personal n...

Raising Prices and Defining a Niche w/ Michelle Long Part 2 23.09.2014

Michelle L. Long, CPA, MBA is the owner of Long for Success, LLC specializing in QuickBooks consulting and training services, coaching small business owners, speaking and writing. Michelle has a unique relationship with Intuit as an elite national trainer and presents "What's New for QuickBooks" to accounting professionals nationwide. She is a member of Intuit's Trainer/Writer Network and a consul...

Raising Prices and Defining a Niche w/ Michelle Long Part 1 23.09.2014

Michelle L. Long, CPA, MBA is the owner of Long for Success, LLC specializing in QuickBooks consulting and training services, coaching small business owners, speaking and writing. Michelle has a unique relationship with Intuit as an elite national trainer and presents "What's New for QuickBooks" to accounting professionals nationwide. She is a member of Intuit's Trainer/Writer Network and a consul...

Building over $100M in Advisory Services w/Edi Osborne Part 2 23.09.2014

Ms. Osborne is a recognized leader in the area of Business Performance Measurement and Management. She has a background working with small to medium sized service, retail, and manufacturing companies from a host of different industries.  She conducted business development round tables all over the state of California and was instrumental in launching the Group Mentoring program co-hosted by San Jo...

Building $100M Advisory Services w/ Edi Osborne Part 1 23.09.2014

Ms. Osborne is a recognized leader in the area of Business Performance Measurement and Management. She has a background working with small to medium sized service, retail, and manufacturing companies from a host of different industries.  She conducted business development round tables all over the state of California and was instrumental in launching the Group Mentoring program co-hosted by San Jo...

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