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

In this episode, host David Cristillo interviews Melissa Miranda, a certified public accountant and owner of Step-by-Step Accounting . They discuss the importance of preparing for maternity leave as a business owner and how to structure your team and workflow.  Whether it's maternity leave or any other extended absence, Melissa shares valuable insights on setting up processes that can be applied a...

In this episode of "Growing Your Firm," host David Cristello interviews David Leary, partner at Earmark Media and co-host of The Accounting Podcast . They discuss David Leary's experience of being fired as a client from an accounting firm and how it led him to become a business owner and customer of accounting firms.  They also touch on the talent shortage in the industry and the quality of TurboT...

In this episode of "Growing Your Firm," host David Cristello interviews Kayla Green from Bactrian LLC . They discuss the firm's impressive growth, which has largely been driven by word-of-mouth referrals rather than traditional digital marketing.  Bactrian LLC offers a range of accounting services, payroll servicing, estate planning, and financial advising, positioning themselves as a one-stop sho...

In this episode of Growing Your Firm, host David Cristello welcomes back Louie Vazquez III, CEO and founder of Vazquez and Associates . Louie shares his journey of growing his firm from half a million in sales per year to achieving even greater success.  They discuss the sales and marketing strategies that led to this growth and delve into the challenges and opportunities that come with scaling a...

Congruent Advisory Services, LLC began in 2019 with Tejal starting a boutique one-woman show. Her goals were to support business owners in the process of inception to exit. Tejal tells David that there was an agreed upon cohesive and collaborative approach. The exposure and openness shared amongst both partners led to a culture that was rooted in this type of thinking for business. In turn, this p...

Nicole is the managing principal at Madison Brothers Consulting Group . The group commits to exceptional client service provided by trusted advisors. They endeavor to give peace of mind to clients by offering solutions for ever changing business challenges. Madison Brother's Nicole Durio joins our show and she's offering a free 1 hour consultation to 5 individuals. For those that don't know, that'...

John is the president of JEnsley Financial, a fiduciary financial planning firm based out of Vancouver, WA. John started his firm in 2012 after a U-turn move from corporate America to financial services. After obtaining a copy of "The 4-Hour Work Week" by Tim Ferriss, John began to understand that the technologies existed to build a life that allowed him to control his time, and ultimately his lif...

Today we welcome Breanne Mode on the podcast. Breanne is the Director of Client Accounting and Advisory Services (CAAS) at Cbiz. After a visit to a QuickBooks Connect conference in San Jose, CA, Breanne decided that her flight back was a networking opportunity, instead of her typical relaxation time. Of course, this happened to be the plane ride where taking out her headphones led to a great oppor...

Today we sat down with a special guest, Don Emery. Don is the General Manager of Doc. It and has been with them for over 10 years. Doc. It was acquired by Iris in 2021. On our show we'll cover:  Transition of going from a paper-based to paperless practice  Consolidation and build outs across the industry  Talent, team management, retention & much more

Brannon is the founder of Poe Group Advisors & Accounting Practice Academy. He is also a returning guest on the show! Poe Group Advisors is based out of Charleston, SC. The group is known for their processes surrounding facilitating the buying and selling of CPA firms. We enjoy an annual conversation with Brannon about M&A and his expertise in the buyers and sellers market of accounting firms. Joi...

Today we talk through how to think about your own wealth. The listener should be asking themselves a simple question: How are you thinking about the wealth YOU are creating? We welcome Colleen, a Certified Financial Planner, at IG Wealth Management on today's show. Colleen shares a wealth of knowledge (literally) about her experiences in the financial planning realm. She shares an outside approach...

Today we welcome back guest Jeff Jacobs where we talk through some interpersonal conversation that dives much deeper than the accounting business itself. Jeff and David cover momentum, self assessment, breaking chains, and much more. Jeff is a returning guest on our podcast where we previously covered client acquisition, retention, and expansion. Jeff is the Director of Development at  Wilkins Mil...

Shauna is a returning guest on our show. She is the owner of Tax Goddess Business Services ® and a certified tax coach. Shauna also acts as an author, speaker, and investor. Skilled in many and all things, learn more about Shauna's career here . Today we welcome back a well thought and experienced guest, Shauna Wekherlien, CPA and founder of Tax Goddess Business Services. This is part 2 of our int...

James has experience in all things accounting. He has 20 professional years of experience working within firms including serving as a director of Ernst & Young in Sydney, Australia. He has 5 years of senior finances roles under his belt as well.  Prior to COVID, James started his own firm, JD Scott & Co. Here, lies the interesting part of James' story. His firm focuses on hiring part-time employee...

Join us today as we talk with Mark Stovel and his proven systems that help accountants take home $250k annually. We'll talk through equity positions, win-wins, and much more. Simply put, Mark helps accountants take home $250k annually. After launching his firm in 2017, Gyroscope Accounting was acquired in 2021. Now, Mark helps clients through coaching. Mark's experience began by obtaining bookkeep...

Shauna Wekherlien is the owner of Tax Goddess Business Services , a CPA firm located in Scottsdale, AZ. Tax Goddess is a firm that focuses on tax strategy and planning to help lower and minimize taxes for business owners and investors.  At the time this was written, her firm had saved their clients over $740,264,635. Talk about lowering and minimizing taxes!  Shauna earned the name 'tax goddess' a...

Jeff, a fan of our show, is the Director of Development at Wilkins Miller . Wilkins Miller is a top 400 Accounting firm in Mobile, AL. He started his career in IT business development and soon transferred to development, which we will cover throughout. Ultimately, Jeff is in the pursuit of new clients and new business. On today's episode we sat down with Jeff Jacobs, and talked about retention, hi...

Amy is the CEO, keynote speaker, and consultant at B3 Method Institute. B3 Method Institute is an educational organization focused on providing work-life harmony. Since you're in the learning mood, here's a 'math' problem of the B3 Method: (Business + Balance = Bliss).  In our latest podcast, Amy Vetter shared her philosophy on creating harmony in life and work to help create purpose in our work. 

Dan has quite the story and journey unlike any other. After finding himself in prison twice during his teenage years, he found a second chance in life. He was able to get sober and began starting companies beginning at the age of 18. By the time he reached 24, he began to see some true success. However, because of the demand from his newly started company, Sphere Technologies, Dan still experience...

Today, we sat down with Darren Root, Chief Strategist at Rootworks & Right Networks .  Rootworks is a company of Right Networks. They focus on firm improvement and emphasize the drive of helping small to medium-size accounting firms improve every day.  Let's jump right in.

Joe and Carla are from Long Island, NY, where they took the train into the city at the very beginning of their journey. During their commute, they discovered the Growing Your Firm Podcast , taking in as much information as possible. They started Cycle CPA at one of the most challenging times any of us have faced, Q4 of 2019 as it led into the testing time of 2020. Thankfully, due to Carla's previo...

Roger is a returning guest on the Growing Your Firm Podcast and we are excited to have him back! He is the president of Universal Accounting , a friend of our show, and tends to make our inbox light up. Universal Accounting is considered a post-secondary school for accounting professionals, and Robert and his team help countless individuals.  David and Roger discuss the abnormalities businesses we...

We're back with another solocast! In this episode, David Cristello, founder and CEO of Jetpack Workflow reminds us of the importance of staying a student during the holiday season.  This time of the year is crazy. On the personal front, you're purchasing and navigating a lot of different buying experiences. You're also factoring in changes that may be happening in 2023 as well.  You'll also start...

Rob Nixon has worked in the accounting industry for 28 years. He began his journey in May of 1994 when he started a seminar company in a small Australian town: Dubbo, NSW, Australia. After getting noticed by an accountant who wanted him to present his seminar to his clients, Rob decided to fully focus on accounting firm marketing for accountants. Since then, Rob has trained about 200,000 accountan...

Geraldine Carter is a business coach who aims to help CPAs get the life and business they want. She runs her own website and is the host of the Business Strategies for CPAs podcast. She has a Bachelor of Science in Engineering from Cornell University. Besides business coaching and working with accountants, Geraldine enjoys mountain biking, trails, and raising her family.  Through her experiences w...