Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
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Latest episodes
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How This CPA Firm Built a 250 Employee Practice | Toby Kommer
October 12, 2026 · 43 minWhat 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 management, and insurance services? In this episode of Growing Your…
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How to Scale Your CPA Firm Beyond Referrals | Expert Panel
October 4, 2026 · 48 minIs 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 impossible. To build a high-performing advisory practice, you need a…
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This LIE About AI Will Hurt Your CPA Firm | Preston Cardwell
September 27, 2026 · 34 minAre 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 that AI is reshaping the industry, but they don't know where to actually…
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How Expert CAS Leaders Scale Accounting Operations | Panel Masterclass
September 20, 2026 · 44 minAre 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 workflows, managing team capacity, and maintaining quality control…
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How This Solo CPA Built a $500k Firm | Angel Zhen
September 13, 2026 · 34 minCan 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 $200k or $300k requires hiring a team of employees. But adding…
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How AI Will Kill the Billable Hour in CPA Firms | Ron Baker
September 6, 2026 · 34 minIs 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) is delivering the final blow. If your firm is still pricing based on…
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How to Safely Implement AI in a CPA Firm | Jan Haugo
August 30, 2026 · 34 minIs 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 enthusiastic leadership and hesitant team members is one of the biggest…
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How Firms Are Reaching 7x EBITDA
August 16, 2026 · 39 minIs 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, founder and CEO of White Tiger Connections. Geoff pulls back the…
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Firing Clients & Making $100K/mo
August 2, 2026 · 46 minCan 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 running a local firm requires being chained to a brick-and-mortar…
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CPA Firm Succession and Profitability Blueprint | Ira Rosenbloom
July 19, 2026 · 42 minAre 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 episode of Growing Your Firm, host David Cristello sits down with Ira…
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How to Build and Sell a 2M CPA and Law Firm | Mike Payne
July 5, 2026 · 31 minWhether 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 today's intense M&A market is critical. In this episode of Growing Your…
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Solo CPA to $290k Revenue | Yuri Kapilovich
June 21, 2026 · 41 minCan 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 scaling past six figures requires sacrificing their personal life to the…

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