Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
A podcast by Jetpack Workflow - Thursdays
Categories:
357 Episodes
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Not Being An 'Order Taker' and Ditching $250/$300 Clients w/ Shannon Weinstein
Published: 09/01/2025 -
From Closing Offices to a Successful Exit in 7 Years w/ Wendy Barlin, CPA
Published: 19/12/2024 -
The Big Opportunity Tax Planners are Leaving on the Table w/ Rory Henry
Published: 12/12/2024 -
Accounting Firm Acquired for 11X EBITDA? State of M&A and More w/ Geoff Bruskin
Published: 09/12/2024 -
Behind the Scenes of a Private Equity Backed Accounting Firm w/Tim Brackney
Published: 21/11/2024 -
Adding $2M in Accounting Services in 36 months w/ Greg O'Brien CPA, CTS
Published: 14/11/2024 -
Using LinkedIn to Drive $500K+ in CAS Services w/Roman Villard
Published: 07/11/2024 -
Using LinkedIn to Drive $500K+ in CAS Services w/Roman Villardd
Published: 07/11/2024 -
Scaling Down Post Covid and Designing the Ideal Lifestyle, w/Jeremy Wells
Published: 25/10/2024 -
How Did this Firm Owner 2X Revenue Without Burning Out? w/Logan Graf
Published: 17/10/2024 -
Doubling Revenue to $2M within 12 Months of Acquisition w/Patrick Dichter's
Published: 10/10/2024 -
AI's Impact on Tax Research and More w/ Piritta Van Rijn
Published: 19/09/2024 -
How to Spin Out and Grow a Wealth Management Firm W/Michelle Neiswender, CFP
Published: 05/09/2024 -
300 Client Consults in Year 1? Learn How and More w/ Max Minsker
Published: 22/08/2024 -
Talent Crunch!? This Guy Has 500 Accounting Candidates Ready for Hire
Published: 15/08/2024 -
AI in Accounting, How to Offboard Clients, Optimizing Your Firm w/Billy Angelo
Published: 01/08/2024 -
3 Things Holding Back the Accounting Industry w/Seth Fineberg
Published: 25/07/2024 -
7 Accounting Firm Acquisitions in Nine Years w/ Cory Gayman, CPA
Published: 18/07/2024 -
Moving from Local to National, Designing Culture for Working Moms, Acquisition Offers w/Katie Lilly
Published: 04/07/2024 -
Building Diverse Accounting Teams, Vaca's During Tax Season, & More w/ Nayo Carter-Gray
Published: 20/06/2024
Growing Your Firm is the top podcast for ambitious firm owners to find tips, tactics, and strategies on how to grow their firm (or practice). In this podcast we'll be interviewing unique thought leaders in accounting, tax, and bookkeeping about topics including: practice management, marketing, social media, succession planning, partner relations, hiring, pricing, and much more.
