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

358 Episodes

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

   Published: 1/23/2025
2. Not Being An 'Order Taker' and Ditching $250/$300 Clients w/ Shannon Weinstein

   Published: 1/9/2025
3. From Closing Offices to a Successful Exit in 7 Years w/ Wendy Barlin, CPA

   Published: 12/19/2024
4. The Big Opportunity Tax Planners are Leaving on the Table w/ Rory Henry

   Published: 12/12/2024
5. Accounting Firm Acquired for 11X EBITDA? State of M&A and More w/ Geoff Bruskin

   Published: 12/9/2024
6. Behind the Scenes of a Private Equity Backed Accounting Firm w/Tim Brackney

   Published: 11/21/2024
7. Adding $2M in Accounting Services in 36 months w/ Greg O'Brien CPA, CTS

   Published: 11/14/2024
8. Using LinkedIn to Drive $500K+ in CAS Services w/Roman Villard

   Published: 11/7/2024
9. Using LinkedIn to Drive $500K+ in CAS Services w/Roman Villardd

   Published: 11/7/2024
10. Scaling Down Post Covid and Designing the Ideal Lifestyle, w/Jeremy Wells

    Published: 10/25/2024
11. How Did this Firm Owner 2X Revenue Without Burning Out? w/Logan Graf

    Published: 10/17/2024
12. Doubling Revenue to $2M within 12 Months of Acquisition w/Patrick Dichter's

    Published: 10/10/2024
13. AI's Impact on Tax Research and More w/ Piritta Van Rijn

    Published: 9/19/2024
14. How to Spin Out and Grow a Wealth Management Firm W/Michelle Neiswender, CFP

    Published: 9/5/2024
15. 300 Client Consults in Year 1? Learn How and More w/ Max Minsker

    Published: 8/22/2024
16. Talent Crunch!? This Guy Has 500 Accounting Candidates Ready for Hire

    Published: 8/15/2024
17. AI in Accounting, How to Offboard Clients, Optimizing Your Firm w/Billy Angelo

    Published: 8/1/2024
18. 3 Things Holding Back the Accounting Industry w/Seth Fineberg

    Published: 7/25/2024
19. 7 Accounting Firm Acquisitions in Nine Years w/ Cory Gayman, CPA

    Published: 7/18/2024
20. Moving from Local to National, Designing Culture for Working Moms, Acquisition Offers w/Katie Lilly

    Published: 7/4/2024