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

How to Build Custom AI Dashboards in 15 Minutes | Toni Witt

Are you relying on generic AI tools and black-box vendor software, or are you actually building proprietary intellectual property that elevates your practice? In this e

How This Tax Firm Cut 75% of Clients and Kept Profit | Chelsea Harper

Are you completely exhausted by the end of tax season, working 80- to 100-hour weeks, and wondering if your firm is running you instead of the other way around? In this

How to Automate Tax Review with Claude AI | Isaac Perdomo

Are you past the basic "ChatGPT as a search engine" phase, but wondering what practical, high-impact AI implementations actually look like in an accounting practice? In

Building an AI Accounting Firm, 50% Yearly Growth, and Client Onboarding | AJ Zepeda

Title: A/B Test How This Accounting Firm Earns 50% Margins on $150 Clients | AJ Zepeda How to Build an Accounting Firm That Runs Without Founder Calls | AJ Zepeda H

How This CPA Firm Built a 250 Employee Practice | Toby Kommer

What if the secret to building a highly scalable, multi-million dollar practice isn't just growing an accounting firm, but surrounding it with banking, legal, wealth mana

How to Scale Your CPA Firm Beyond Referrals | Expert Panel

Is your firm relying entirely on word-of-mouth referrals to grow? While client referrals bring in warm leads, they make controlling your growth trajectory nearly impossib

This LIE About AI Will Hurt Your CPA Firm | Preston Cardwell

Are you feeling overwhelmed by the endless wave of AI tools, new models, and vendor hype? Many accounting firm owners, managing partners, and CPAs starting firms know tha

How Expert CAS Leaders Scale Accounting Operations | Panel Masterclass

Are your firm's internal processes starting to creak under the weight of new growth? When scaling a Client Accounting Services (CAS) or advisory practice, standardizing w

How This Solo CPA Built a $500k Firm | Angel Zhen

Can you run a half-million-dollar accounting practice completely solo without burning out? Most accounting firm owners and CPAs starting firms assume that scaling past $2

How AI Will Kill the Billable Hour in CPA Firms | Ron Baker

Is the billable hour finally dead? While many in the accounting profession expected the competition for talent to end timesheets, the rise of artificial intelligence (AI)

How AI Will Kill the Billable Hour in CPA Firms | Ron Baker

Is the billable hour finally dead? While many in the accounting profession expected the competition for talent to end timesheets, the rise of artificial intelligence (AI)

How to Safely Implement AI in a CPA Firm | Jan Haugo

Is your accounting firm stuck between AI enthusiasts who move too fast and skeptical team members who refuse to adopt new technology? Bridging the gap between enthusiasti

How Firms Are Reaching 7x EBITDA

Is your accounting practice built to scale—or positioned for a high-multiple exit? In this episode of Growing Your Firm, host David Cristello welcomes back Geoff Bruskin,

Firing Clients & Making $100K/mo

Can you run a thriving, hyper-local accounting practice while living in Mexico for four months of the year? Most accounting firm owners and managing partners assume that

CPA Firm Succession and Profitability Blueprint | Ira Rosenbloom

Are you running an accounting practice that can survive independent of your personal production, or are your key successors already looking for the nearest exit? In this

How to Build and Sell a 2M CPA and Law Firm | Mike Payne

Whether you're a CPA starting a firm, an operations manager, or a managing partner looking at succession options, understanding what actually drives firm valuation in tod

Solo CPA to $290k Revenue | Yuri Kapilovich

Can you run a hyper-profitable tax and advisory firm while heavily restricting your personal work hours? Most accounting firm owners and managing partners assume that sca

How This CPA Built and Sold a $2M Accounting Firm with Adam Shay

Are you a firm owner trying to break past that next big growth plateau? Many managing partners and bookkeeping firm owners find themselves stuck in the daily grind, strug

How This Accounting Firm From 0 to $10M in 7 Years with Joe Manganelli

Are you running an accounting practice that relies entirely on your own personal production, or have you built a scalable business that can exist independently of you? Fo

15 minutes to Complete a Month-End Close? Interview with Issac Perdomo

In this episode of Growing Your Firm, host David Cristello sits down with Isaac Perdomo, founder of Opzer, to discuss the practical application of AI and low-code/no-code