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

Shanita Jones is a co-owner of a childcare business and a CPA in the childcare industry. Her main goal is to help childcare business owners overcome their struggles in the industry. Other than focusing on childcare, Shanita also loves copy. She assists others with mastering their copy and messaging styles. Besides work, Shanita is a big reader and learner. In today's Growing Your Firm Podcast, fou...

Reza Hooda runs an accounting practice on the South Coast of New Hampshire in the U.K. Reza first started as a firm owner, but now he offers to coach other accountants who are willing to positively transform their work practices. Reza's website is rezahooda.com . In this Growing Your Firm Podcast, Jetpack CEO and founder David Cristello brought in Reza Hooda, a mentor for growing accountants. Reza...

Mark Myers is the founder of Peak Profit Solutions , and he's a Tax Savings Architect. As stated on his website, " Peak Profit Solutions and its affiliate partners have helped thousands of individuals increase profit and permanently reduce their annual tax bill to help them better grow their business and accelerate their wealth ." In this " Growing Your Firm " podcast, CEO and founder of Jetpack W...

Michael Frost is the co-founder and president of Heritage Family Offices . His partner, Ralph Nelson, is a CPA and also licensed as an attorney. Heritage Family Offices is a multi-disciplinary firm comprising a law firm, CPA firm, wealth management firm, and insurance company. In this Growing Your Firm Podcast , founder and CEO of Jetpack Workflow, David Cristello, brings in special guest Michael...

In this solocast, CEO and founder of Jetpack Workflow, David Cristello, touches on compliance. Compliance isn't dying, but some factors of the artform are going away.  As technology becomes more present in firms and businesses, some people are fearful that automation and other technological systems/softwares are destroying accounting practices.  David thinks that this anti-tech mindset is nonsense...

As we march closer to the end of 2022, we need to start thinking about what we want to bring to the table for 2023. Let's face it--we're not all perfect. We've made some mistakes this year, but we prevailed and changed what needed to be changed. We're constantly adapting and bettering our firms , one day at a time.  We've also made exceptional progress and produced innovative ideas for our firms. ...

In this solocast, David Cristello, founder and CEO of Jetpack Workflow, talks about three key ideas you should use to stay relevant in the market during this recession .  While you might not be able to change what happens externally, you can find solutions internally. It's time to look inside your business and see what you can do to improve its current state. If you find yourself stuck in this rec...

Roger Knecht is the President of Universal Accounting Center and hosts the podcast "Building the Premier Accounting Firm." Roger assists accounting professionals in having a premier accounting firm in their area by offering quality services and getting paid for what they are worth . In this podcast, Roger details several pieces of advice that will help you grow your firm.

Loren Fogelman is the founder of Business Success Solution . From 2018 to 2022, HubSpot has recognized Business Success Solution in its annual list of the world's top 22 business coaches.  Her main goal is to focus on helping accounting professionals double their income while working half the time. She encourages accountants to raise their prices . With tactics like creating safe formulas and boos...

Tom Wheelwright is an entrepreneur, international speaker, and the bestselling author of " Tax-Free Wealth ." Tom has spoken to over one-hundred-thousand entrepreneurs, small business owners, investors, and others. He is the CEO of WealthAbility and hosts two podcasts: WealthAbility Show: Tom Wheelwright CPA and WealthAbility Show For CPAs. Tune into the latest Growing Your Firm podcast as Tom dis...

Jassen Bowman is passionate about helping others build more profitable businesses and grow their firms. He is the founder of Tax Resolution Academy® , taxfirms.com , and the co-founder of the software startup Prolaera . He is a published author of several books, including Profit Optimizers: Twelve Big Ideas for a More Profitable Tax Firm .  In this book, Jassen gives advice to his readers concerni...

What is the secret leverage behind workflow audits?  In this solocast, Jetpack Workflow Founder and CEO David Cristello will help you elevate your firm and become a critical thinker when conducting your workflow audit. He focuses on how you can build a metaphorical engine to help you execute more efficiently and effectively. If you designate yourself in the "I do it" bucket or rely on your employe...

Today, the founder and CEO of Jetpack Workflow, David Cristello is back with another solo cast to cover another hard topic that permeates the accounting industry - marketing.  Most firms grow through word of mouth and thrive because they have specialized packages for a particular customer. This is ideal, but after a while, you need to have a system for acquiring new clients on a regular basis. Thi...

Today, the founder and CEO of Jetpack Workflow, David Cristello is reflecting on a quote from Marcus Lemonis, host of the reality TV show The Profit. In the show, Marcus would go into small businesses and assess the three P's: People, Process, and Product. He'd determine where the biggest issues were and help the owners make corrections.  Typically, the people (staff) were great, and when they wer...

Today, founder and CEO of Jetpack Workflow, David Cristello is discussing a simple tactic that's easy to implement and can improve profits but is often ignored—raising your prices. Raising prices is a sensitive topic and plenty of firm owners struggle with when and how to do it. However, if you aren't evaluating your prices frequently, you are likely underselling your clients. However when you imp...

In this special solocast episode, David Cristello, founder and CEO of Jetpack Workflow and host of the Growing Your Firm Podcast, discusses the ONE THING you need to do right after your busy season.

The Talent Crunch, also known as The Great Resignation, is affecting nearly everyone in the industry.  The CEO and founder of Jetpack Workflow , David Cristello is addressing the problem in this podcast. He'll cover solutions for finding, attracting, and retaining a great team. David believes with the right approach, your firm can find success in this area.

Aaron Rubin specializes in financial, estate, and tax planning. With an extensive background in financial services, Aaron takes particular pride in helping his young tech clients make tax-savvy, financially sound decisions about their stock compensation packages. He received a BA in Economics-Accounting-Spanish from Claremont McKenna College. He graduated cum laude from the University of Illinois...

If you work in a marketing agency, accounting firm (or pretty much any service business), you know how frustrating it is to get information from clients. Clients avoid your emails for weeks. When they get back to you it spirals into a 57-email trail full of questions and attachments. Even then, only half your questions will be answered and it's not clear which items are still outstanding. It's a b...

I currently teach as an Associate Professor of Accounting, at Valparaiso University, Indiana. My taught courses consist of teaching undergraduate financial accountancy and Managerial accountancy, as well undergraduate Audit and Accounting Information Systems classes. By way of research I am a Critical Race Theorist who investigates the experience of Black accountants in in the profession. Future r...

Christopher Mundon is the CEO and Co-Founder of Little Newt, a company whose goal is to develop and market a truly revolutionary federal income tax automation product. Leading the team at LittleNewt. LittleNewt is a tax preparation and practice management platform for independent CPA firms that enables real-time integration with their clients' accounting systems, uses AI and automation to instantl...

Tom Wheelwright is a CPA, Founder and CEO of WealthAbility (Tempe, Arizona) and Best-Selling Author of Tax-Free Wealth. Wheelwright is a leading wealth and tax expert, global speaker, and entrepreneur. Tom is best known for making taxes fun, easy and understandable, and specializes in helping entrepreneurs and investors build wealth through practical and strategic ways that permanently reduce taxe...