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How to Build a 90% Automated Accounting Firm

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

Release Date: 04/25/2026

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

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

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 tools in modern accounting practices. Isaac shares real-world case studies of firms drastically reducing manual workloads and increasing their capacity for high-value advisory services.   In this episode, we explore: - The "Window of Opportunity": Why the next 12–24 months are critical for firms to adopt AI before the market settles. - Beyond the Hype: Moving from generic ChatGPT use to building bespoke internal tools...

info_outline How to Build a 90% Automated Accounting Firm show art How to Build a 90% Automated Accounting Firm

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

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 obsolete. In this episode of Growing Your Firm, host David Cristello sits down with Jeff Seibert, co-founder and CEO of Digits and former Head of Consumer Product at Twitter (now X). Jeff reveals why he spent over five years and $100M in venture capital to rebuild accounting software from the ground up to be AI-native. Whether you’re a firm owner looking to scale or a tech-forward CPA, this conversation explores how...

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

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

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 currently facing IRS issues, the demand for representation has never been higher. In this episode of Growing Your Firm, host David Cristello sits down with Michael Rozbruch, founder of Roz Strategies and a pioneer in the tax resolution industry. Michael shares how he grew a practice from his dining room table to a $23 million-a-year powerhouse and why now is the best time in history for firms to enter this space. In this episode,...

info_outline The M&A Shift Toward Adjusted EBITDA Margins show art The M&A Shift Toward Adjusted EBITDA Margins

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

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 (Mergers & Acquisitions) landscape is critical for your largest wealth-generation tool: your practice.   In this episode of Growing Your Firm, host Dave Cristella sits down with Doug Lewis, Managing Director at The Visionary Group, to pull back the curtain on how buyers are actually evaluating accounting and bookkeeping firms in 2026. From the impact of Private Equity (PE) to the "sticky revenue" of Client Accounting...

info_outline The EOS Lite Framework for Growing a Remote Firm show art The EOS Lite Framework for Growing a Remote Firm

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

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 Firm, host David Cristello sits down with Ben Curtis, co-founder and CEO of Good Measure Financial. Ben shares the inside story of how his firm transitioned from a slow, intentional build to adding 4 full-time employees in just 90 days during a massive growth spurt. Whether you are an operations manager looking for better workflow systems or a leader interested in the Entrepreneurial Operating System (EOS), this episode...

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

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

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 friction is what actually drains a team. The solution isn't to work harder; it's to transition from an owner-dependent model to a robust operating system that scales without requiring the founder's constant intervention. Get the full breakdown and see the process in action on our .

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

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

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: the primary constraint facing firm leaders today is the people-power behind the work. Success in the modern landscape is less about the "how" and entirely about the "who." Check out the blog to learn more.    

info_outline GYF Summit: Future of Professional Roundtable show art GYF Summit: Future of Professional Roundtable

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

Discover why industry leaders are feeling more optimistic than ever about the future of professional accounting. This roundtable discussion explores a pivotal shift from a culture of burnout toward one centered on high-value advisory and long-term client success. The experts dive into how emerging technologies like AI can automate compliance tasks and free up practitioners for strategic leadership roles. By embracing modern business models and intentional change management, firms can unlock new opportunities for growth and personal satisfaction.

info_outline How Matt Gardner Scaled a Niche Accounting Firm Without Chasing Referrals show art How Matt Gardner Scaled a Niche Accounting Firm Without Chasing Referrals

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

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 roles, and embracing automation and technology, Hiline created a predictable growth engine that does not rely on founder hustle. Scaling an accounting firm beyond referrals is one of the hardest challenges firm owners face. In this episode of Growing Your Firm, Matt Gardner shares how Hiline grew by niching down, investing ahead of growth, and building a real go-to-market engine instead of relying on referrals or founder...

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

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

Growing accounting firms often misdiagnose turnover and capacity issues. Erin Daiber explains why these problems usually start at the partner level, how trust breakdowns create hidden churn, and what firms must fix first before hiring or offshoring. The firms that stabilize fastest focus on leadership alignment, clear expectations, and disciplined workflows. Resources: Erin Daiber’s LinkedIn - linkedin.com/in/cpacoacherin

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More Episodes

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 obsolete.

In this episode of Growing Your Firm, host David Cristello sits down with Jeff Seibert, co-founder and CEO of Digits and former Head of Consumer Product at Twitter (now X). Jeff reveals why he spent over five years and $100M in venture capital to rebuild accounting software from the ground up to be AI-native.

Whether you’re a firm owner looking to scale or a tech-forward CPA, this conversation explores how "Agentic Accounting" is moving the profession from manual data entry to high-level advisory.

In this episode, we discuss:

  • The Genesis of Digits: How Jeff’s experience scaling Twitter exposed the massive data gap between engineering and finance.

  • What is an Agentic General Ledger? Moving beyond "bolt-on" AI to a vector-graph data model where the intelligence is baked into the ledger itself.

  • Automating the Month-End Close: Why Jeff predicts 90% of bookkeeping, reconciliation, and schedules will be automated by the end of 2026.

  • Classification Accuracy: Why LLMs (like ChatGPT) fail at bookkeeping and how Digits achieved 97% accuracy using custom predictive models.

  • The Future of Firm Competition: Why the gap between AI-adopting firms and traditional firms will create a "margin opportunity" that reshapes the industry.

  • Jeff’s Top AI Tools for Founders: Insights into Whispr Flow (for voice dictation) and Granola (for frictionless meeting notes).