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

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

How to Build a 90% Automated Accounting Firm

Is the traditional general ledger dead? As small businesses and startups demand real-time data, the standard "wait two weeks for a black-and-white P&L" model is becoming

Why Accountants Are Leaving Money on the Table (And How to Fix It)

Are you tired of the "compliance grind"? Most accountants overlook a goldmine sitting right in their current database: Tax Resolution. With over 27 million Americans curr

The M&A Shift Toward Adjusted EBITDA Margins

Are you building a firm to last, or building it to sell? Whether you're a CPA starting a firm or a Managing Partner eyeing retirement, understanding the current M&A (Merg

The EOS Lite Framework for Growing a Remote Firm

Are you an accounting firm owner, managing partner, or CPA starting a firm who wants to achieve rapid growth without losing your sanity? In this episode of Growing Your F

Why Accounting Firm Owners Burn Out (And How to Fix It with Better Operations)

Burnout is often misdiagnosed as a lack of effort, but the true culprit is usually a lack of infrastructure. From excessive rework to murky processes, operational frictio

Why Talent Is the Real Growth Constraint for Accounting Firms: Insights from Jennifer Wilson

If your firm's growth has hit a plateau, you might be looking for answers in outsourcing or capital infusions. However, Jennifer Wilson suggests a different perspective:

GYF Summit: Future of Professional Roundtable

Discover why industry leaders are feeling more optimistic than ever about the future of professional accounting. This roundtable discussion explores a pivotal shift from

How Matt Gardner Scaled a Niche Accounting Firm Without Chasing Referrals

Matt Gardner scaled Hiline by moving beyond referral-only growth and building systems designed to scale. By niching down, investing ahead of demand, restructuring sales r

Fixing Turnover and Capacity Problems Inside Growing Accounting Firms with Erin Daiber

Growing accounting firms often misdiagnose turnover and capacity issues. Erin Daiber explains why these problems usually start at the partner level, how trust breakdowns

How William Hamilton Breaks Down Pricing, Packaging, and Value for Accounting Firms

On an episode of the Growing Your Firm podcast, David Cristello spoke with William Hamilton IV, founder of SmartPath, about why pricing problems often sit underneath many

How Justine Lackey Turned a Focused Bookkeeping Firm Into a Successful Exit

Justine Lackey built a sellable bookkeeping firm by staying hyper focused on one service, one platform, recurring revenue, documented systems, and ethical leadership. Lon