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

On this episode of Growing Your Firm, host David Cristello welcomes Cory Gayman, CPA, the CEO/CFO/Founder of JCG Tax & Advisory Firm. Cory shares insights on establishing common ground with entrepreneurs, addressing the accounting talent shortage, improving accounting efficiencies, and navigating the world of virtual firms. Tune in for valuable tips from a firm owner in the trenches. You will lear...

In this episode of the Growing Your Firm Podcast, host David Cristello welcomes back Katie Lilly of Lillyfield Accounting Solutions . Katie discusses the transformative changes her firm has undergone since her last appearance on the show, pre-COVID.  She shares insights on her firm's transition from serving primarily local clients to expanding regionally and nationally, and how they navigated the...

On this episode of Growing Your Firm, host David Cristello welcomes back Nayo Carter-Gray , owner of 1st Step Accounting . Nayo, an enrolled agent and Advanced Certified QuickBooks Online Pro Advisor, is known for making accounting less taxing.  The conversation also covers the importance of diversity and inclusion in various aspects of business, setting boundaries in work, and prioritizing work-l...

In this episode of Growing Your Firm, host David Cristello interviews Randy Crabtree , a top influencer in the accounting industry. Randy, co-founder of Tri-Merit , discusses R&D, tax credits, and cost segregation, sharing insights on the success of his firm. Tune in for a valuable conversation on creating a culture of value and importance in the workplace. The listener will learn about the import...

In this episode of Growing Your Firm, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Jessica Zoraida , a Latina entrepreneur and CEO of Big Picture Results . Jessica shares her journey of being self-taught, launching her firm, and navigating various pivots and transitions.  Big Picture Results is an accounting and tax company dedicated to helping profitable, growing businesses...

On this episode of Growing Your Firm, host David Cristello welcomes back Ron Saharyan , co-founder of Profit First Professionals . They explore the concept of value pricing and its importance in pricing services based on the value provided.  The conversation delves into various topics, with a promise of exciting announcements between Jetpack and Profit First at the end of the episode. Tune in for...

In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristello welcomes back Geni Whitehouse, founder of The Impactful Advisor and Information Technology Alliance (ITA) president, who specializes in the wine industry.  Geni, also known as the Countess of Communication and author of " How to Make a Boring Subject Interesting: 52 Ways Even a Nerd Can Be Heard ," discu...

Today's episode features Samantha Santaniello, partner at R.S.K Tax & Consulting. Samantha discusses the importance of setting boundaries to manage time effectively as a business owner. Host David Cristello explores topics like systems and processes for scaling a firm, balancing work and family life, and utilizing AI transcription tools. Tune in to gain insights on optimizing workflow and achievin...

Summary In this episode of Growing Your Firm, host David Cristello interviews Jordan Sublette, the CEO and founder of Cloud Accounting Staffing . Jordan shares his journey of building and selling his firm, and dives into the world of outsourcing talent.  They discuss the challenges of talent crunches and how Jordan navigated through them. Tune in to gain insights on building a successful firm and...

In this insightful episode of the "Growing Your Firm" podcast, brought to you by Jetpack Workflow, host David Cristello is joined by special guest Adam Lean , CEO and co-founder of The CFO Project .  Adam shares his expertise on how accountants can go beyond traditional number-crunching by engaging with clients through meaningful conversations that resemble therapeutic sessions. By asking open-end...

On this episode of Growing Your Firm, host David Cristello interviews Daniel Hood , the editor-in-chief of Accounting Today . With over two decades of experience in the industry, Daniel shares insights into the evolving trends in accounting firms and the push for advisory services. Tune in to gain a deeper understanding of the future of accounting and the role of technology in shaping the industry...

On this episode of Growing Your Firm, David Cristello interviews Scotty Scarano, the self-titled wrapping custodian at Accounting High. Scotty, who is also the founder of a $2 million accounting firm and serves on various tech company boards, shares insights on OKRs and his rap career. Tune in to learn more about Scotty's journey and his unique approach to the accounting industry. The listener wil...

In this episode of the Growing Your Firm podcast, host David Cristello welcomes John Seiffer, a seasoned business owner and remote CEO, to discuss the concept of Output Thinking and its application in team management. John, a business coach and former president of the International Coach Federation, shares insights on how to make managing teams easier by focusing on visible, measurable outputs. Th...

In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristillo sits down with Tyler Winn, the founder and CEO of Cirrus Payroll. Tyler shares his journey of falling into the payroll business in 2012 and subsequently building a seven-figure firm that specializes in processing payroll for small businesses. Alongside running Cirrus Payroll, Tyler operates a coaching bu...

On this episode of Growing Your Firm, host David Cristello interviews Fred Tate, the Managing Director of CFO Shield. Fred discusses how CFO Shield takes a consultative approach to create tailored solutions for clients, offering fractional CFO services along with bookkeeping and payroll support. Fred also emphasizes the importance of understanding and meeting individual client needs, showcasing th...

Today on the Growing Your Firm Podcast, David Cristello sits down with guest Kane Polakoff, a principal client advisory services practice leader at CohnReznick . They delve into the world of client advisory services, discussing how to scale it, the tech stack involved, and the execution for high performance.  Kane's extensive experience working with various organizations in advisory capacities bri...

In this insightful episode of Growing Your Firm, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Tammy D. Little , CEO and founder of the FTC Group . The discussion centers around Tammy's journey from working as a controller/CFO for a large construction firm to launching her own firm, the FTC Group.  Tammy shares her experiences in creating effective systems and processes for h...

In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristello interviews Jennifer Ryan, the owner of Bookkeeping Direct. Jenny shares her journey from initially joining the firm as a contractor to eventually buying the business in 2016. She highlights the company's impressive growth of 140% in the past year and discusses how the firm expanded its staff to four memb...

In this episode of Growing Your Firm, David Cristello interviews Brad Schuchardt, founder of BTBK Accounting Services . Brad specializes in providing full-service accounting solutions to restaurants, offering accurate financial information and strategic business insight.  They discuss Brad's journey into his niche, marketing strategies, and scaling up his firm. They also touch on the importance of...

In this episode of the Growing Your Firm Podcast, host David Cristello interviews James E. Heyward, the principal at Heyward CPA . They dive into the world of technology and discuss the apps and tools that are working well for James' firm, as well as those that aren't.  They also touch on the importance of using a support desk for client communication and setting expectations for response times. T...

In this episode of Growing Your Firm, host  David Cristello interviews Lisa Wolfson-Jones, owner and CPA at Mac-L Associates . Lisa shares the benefits of having client information ahead of meetings and how it helps create more effective discussions.  They also discuss running a virtual firm and serving small businesses, particularly sole proprietors and entrepreneurs.  Lisa launched Mac-L Associa...

Pawel Brzeminski is the founder and CEO of Snap Projections. Pawel has achieved great success in launching, growing, and successfully exiting his company. He has a strong ethos of reaching acquisition scale and shares insights on the unexpected process of getting acquired. In this episode, host David Cristello interviews Pawel Brzeminski, the founder and CEO of Snap Projections . Pawel shares his...

In this episode of Growing Your Firm, host David Cristello interviews Trina Rozen, owner of Trina Rozen CPA. They discuss various topics, including unique ways Trina has structured her firm, pricing strategies, making tax prep profitable, and her opinions on the coaching community. Trina shares insights on dealing with challenging clients and finding success as a solo practitioner in South Pasaden...

In this episode of the Growing Your Firm podcast, host David Cristello interviews Stephanie Mack, the founder of Account Mobility, a fully remote accounting practice. Stephanie shares her insights on how she's positioning her practice for growth, particularly in the area of tax advisory and tax prep. She discusses the importance of workflow automation and software in streamlining accounting proces...

In this episode of Growing Your Firm, host David Cristello interviews Deneen Dias, Vice President of Growth and Strategic Partnerships at Botkeeper . Daneen shares her expertise in helping top firms undergo digital transformation and discusses the world of CAS (Client Accounting Services). She also delves into the  definition of CAS , where to start, and how to successfully implement and scale up...