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

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.

The Billion Dollar Accounting CEO w/ Alan Whitman 05/15/2025

How to Stay Focused and Become a 'Smarter Accountant' w/ Dawn Goldberg 05/01/2025

The Right Way to Plan Accounting Compensation w/Dominic Piscopo 04/17/2025

The Current State of Accounting Firm M&A W/Todd Steinberg 04/03/2025

The Zero Cost Accounting Client Acquisition Method w/Alyssa J. Dillon 03/27/2025

Launching an Accounting Firm While Battling Cancer w/Kelly Mann 03/13/2025

What This Owner Learned After 10+ Acquisitions and Divestitures w/Marcus Dillon, CPA 02/27/2025

How to Raise Rates on Current Clients w/Loren Fogelman 02/20/2025

Building a $500K Lifestyle Accounting Firm in Under 24 months w/Michael Meihaus, CPA 02/06/2025

Is This the Most Profitable Accounting Firm? w/ Jesse & Tom from FinOptimal 01/23/2025

Not Being An 'Order Taker' and Ditching $250/$300 Clients w/ Shannon Weinstein 01/09/2025

From Closing Offices to a Successful Exit in 7 Years w/ Wendy Barlin, CPA 12/19/2024

The Big Opportunity Tax Planners are Leaving on the Table w/ Rory Henry 12/12/2024

Accounting Firm Acquired for 11X EBITDA? State of M&A and More w/ Geoff Bruskin 12/09/2024

Behind the Scenes of a Private Equity Backed Accounting Firm w/Tim Brackney 11/21/2024

Adding $2M in Accounting Services in 36 months w/ Greg O'Brien CPA, CTS 11/14/2024

Using LinkedIn to Drive $500K+ in CAS Services w/Roman Villardd 11/07/2024

Using LinkedIn to Drive $500K+ in CAS Services w/Roman Villard 11/07/2024

Scaling Down Post Covid and Designing the Ideal Lifestyle, w/Jeremy Wells 10/25/2024

How Did this Firm Owner 2X Revenue Without Burning Out? w/Logan Graf 10/17/2024

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

AI's Impact on Tax Research and More w/ Piritta Van Rijn 09/19/2024

How to Spin Out and Grow a Wealth Management Firm W/Michelle Neiswender, CFP 09/05/2024

300 Client Consults in Year 1? Learn How and More w/ Max Minsker 08/22/2024

Talent Crunch!? This Guy Has 500 Accounting Candidates Ready for Hire 08/15/2024

AI in Accounting, How to Offboard Clients, Optimizing Your Firm w/Billy Angelo 08/01/2024

3 Things Holding Back the Accounting Industry w/Seth Fineberg 07/25/2024

7 Accounting Firm Acquisitions in Nine Years w/ Cory Gayman, CPA 07/18/2024

Moving from Local to National, Designing Culture for Working Moms, Acquisition Offers w/Katie Lilly 07/04/2024

Building Diverse Accounting Teams, Vaca's During Tax Season, & More w/ Nayo Carter-Gray 06/20/2024