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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 Top Thought Leaders in Accounting, Tax, Bookkeeping, Practice Management, Marketing, Social Media, Succession Planning, Partner Relations, Pricing, and much more.
 
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show series
 
Founder of Satterley Training & Consulting LLC, a firm dedicated to helping accounting professionals gain the skills and confidence to explore and adopt new accounting technology. Founder of Satterley Accounting Services, a bookkeeping, and tax firm located in Rhode Island, providing clients order, simplicity, and clarity in their financials. Co-Ho…
 
In our latest podcast, we sat down with Craig Hausz who explained the three principles behind a successful 12 person accounting firm: a well-designed interview process, a team-based culture, and a system for tracking growth. You can list to the full podcast here: http://jetpackworkflow.com/blog/craig-hausz-hiring-principles #GrowingYourFirmPodcast…
 
Andrew Hunzicker, founder of Dope CFO - a program for accountants looking to specialize in the cannabis industry, joined us on the podcast! After working for a Fortune 500 and other large organizations, he began working part-time for smaller organizations when he realized the benefit of selecting a single industry to build his client base around. N…
 
Whether you want to sell your accounting firm or not, understanding the dynamics behind valuation is crucial to success. Our latest podcast interview dives into the industry trends in cloud accounting, and the type of changes firm owners are making to succeed in 2021 (and beyond). See what it’s all about in our interview here: jetpackworkflow.com/b…
 
After cutting clients and figuring out who her ideal client was, Jackie Meyer was ready to focus on her business. Jackie says tax planning consulting is the EASIEST way to show ROI to a client, hands-down. “You are doing a tremendous service to your clients and it’s a service they understand --- it saves them money.” Catch up with Jackie on the pod…
 
Anne Gannon, founder of @The Largo Group, joins us on the podcast this week! The Largo Group provides innovative accounting and bookkeeping services to businesses and individuals. Since 2016, The Largo Group has seen huge success, growing its revenue by 75% YoY over the last five years. In this podcast, Anne will explain how The Largo Group got sta…
 
Did you catch the latest Growing Your Firm podcast episode? Aly Garrett of @All In Advisory named on the top 50 cloud accountant list, gives us insight into how networking leads to success, how she educates clients and builds credibility, and how she grew a well-run team. jetpackworkflow.com/blog/aly-garrett-scaling-your-firm…
 
After 10 years of hard work, over 100 high net worth execs as clients, and a dozen staff members, Jackie Meyer has successfully transitioned to running her firm working just four hours a week. In this podcast, Jackie gives insight into knowing when it’s time to step back, how to prepare your firm for fewer hours on your end, and the art of masterin…
 
Editor in Chief I read books for a living! Books that are poorly written and requires adept abilities to decipher and re-construct with clear intent, purpose, and direction for the desired audience. Is your book any good? Actively accepting books with the following: 1. Vehicles or shall I say transformers? Did you know that your vehicles transform …
 
Anjali Jariwala, CPA and CFP®, is the founder of FIT Advisors - a financial planning firm serving physicians and business owners virtually across the US. Prior to launching her own firm, Anjali spent over 6 years working with Fortune 500 clients at a top 4 accounting firm, PricewaterhouseCoopers, and 2 years with a large, prestigious financial plan…
 
Driven to solve painful problems with smart, passionate, and empathetic people || Jetpack Workflow is used by thousands of accountants in 18+ countries to help them better manage their client work and get their jobs done on time. At Jetpack Workflow, we strive to live out our values of: + Leave it better than you found it. + Default to Action + Sta…
 
"Don't want to pay taxes? Easy. Just stop making money." This used to be my response to people complaining about taxes. Way, way back in the day before I knew the real real about how to leverage the Tax Code to build wealth and reduce your tax burden "at the same damn time". Now, I know better. Now I know that the Tax Code has opportunities for tax…
 
I help entrepreneurs produce epic results. I do this by curating high-impact environments to learn, contribute and be held accountable to taking the actions that you say matter. Communities I impact: - Thought Leaders who still call themselves coaches, consultants, authors, speakers and facilitators. - Bookkeepers that want to get free from the job…
 
In 20+ years working with people who run growing companies, I’ve documented how leaders’ roles need to change to meet the demands of a larger organization. This involves Leadership skills, Management techniques and Organizational structure. CEO Boot Camp is a process to analyze about 35 different systems inside a company taking into account the mat…
 
Summit CPA Group was founded with the goal of helping small businesses make proactive decisions. Our focus has been primarily on digital agencies. Unlike many CPA firms, our Virtual CFO program focuses primarily on the future, not in the past. What is our cash position looking like in two, three, and four months from now? What does our cash look li…
 
Recognized as one of the Top 50 Women in Accounting, Twyla Verhelst is known for leading the charge when it comes to advocacy, change, and community in her industry and beyond. She’s an experienced CPA and tech entrepreneur with a passion for helping others find and leverage their confidence. Twyla’s fascination with finances began when she was onl…
 
An author and experienced intermediary specializing in the sale of accounting practices, Brannon has a unique ability to help creatively integrate information to develop clear, focused plans. He helps clients implement these plans to achieve their most important goals. An Ernst & Young alumni and scholarship recipient and magna cum laude graduate o…
 
Jason Staats is a principal at Brenner LLP and is the founder of Launch FA and the Realize Community. He's focused on building better tools and solutions for modern accountants and firms, as well as building a future of accounting and small business with "no code." In today's show, Jason shares three key trends and tools he believes are changing th…
 
Get new high ticket clients for your coaching or consulting business EVERY month with our GUARANTEED RESULTS marketing programs... Are you tired of marketing agencies over-promising and under delivering? Are you tired of being sold fluff and interested in generating ACTUAL clients? Then we'd love to talk with you about how we are generating REAL re…
 
CPA specializing in complex tax planning and virtual CFO services for startups, entrepreneurs and high growth individuals. A leader in finding creative solutions to today's complex tax and business environment. As one of the only Certified Tax Coaches in Massachusetts, licensed by the American Institute of Certified Tax Planners, I specialize in us…
 
A strategic adviser to hundreds of CPA firms in the Mid-Atlantic region, Ira works vigorously to strengthen firm performance. Noted for his probing and conversational approach, Ira created Managing Partner On-Call, a coaching process to help Managing Partners make the right impact and test their ideas. Optimum Strategies' primary focus is on strate…
 
David Cristello, Founder & CEO of Jetpack Workflow and host of the Growing Your Firm Podcast, offers observations of 2020 and predictions for how best to prepare for 2021 as an accounting firm owner. In 2021, these are the 3 main buckets for industry-leading accounting firm owners to secure for a great year: Secure a margin of safety for your firm.…
 
★ Featured in the Wall Street Journal, Barron's, The New York Times, TEDx, Vistage, Inc. & Thrive Global ★ ✔ Are you a driven and/or restless professional who wants to achieve without all the associated anxiety? ✔ Do you feel stuck in a pattern of behavior, leading you to ask yourself “Why do I keep doing that?” ✔ Are you a Financial Advisor, or an…
 
Jackie Meyer, CPA, CTC is President and Founder of Meyer Tax Consulting LLC, in Southlake, Texas. Her team works with executives on strategic tax planning. With her team working completely virtual across the state of Texas, the firm stays on the cutting edge of technology working closely with industry leaders on innovative products and offerings. J…
 
Shawnna Weber is the host of Faces of Finance Podcast and the CEO of Edgewood Business Solutions, a business consulting, accounting, and bookkeeping firm that challenges the traditional transactional model of financial management. She founded this company in 2011 with the goal of developing a long-lasting consultative relationship with clients that…
 
Are you looking for an accountant who genuinely cares about you and the success of your business? *HERE IS HOW I CAN HELP* I help entrepreneurs with growing businesses develop and maintain the right financial systems and strategies that release them from the burden of handling the numbers side of their business while showing them how to maximize pr…
 
I help right-brained business owners get at-a-glance financial clarity without spreadsheets using the Profit First cash management system. If you don’t understand your finances, things can go very wrong. You might miss out on opportunities because you aren’t sure you can afford them, you might overpay or underpay your taxes, or you might just plain…
 
CEO of award winning Xero bookkeeping and financial reporting firm Bean Ninjas. We take the stress out of managing business finances, so entrepreneurs have the freedom to live happy, healthy, productive lives. We love working with COACHES, BLOGGERS, ECOMMERCE AND SERVICE BUSINESSES.
 
"Hood uniquely combines three vital traits: He sees the future of the profession clearly; he discovers or creates supremely practical ways to move the profession toward that future; and he generates tremendous enthusiasm for the move in everyone he meets.” - Accounting Today Magazine Tom is one of the most influential leaders in the Accounting Prof…
 
If you have started your own business and now need advice or guidance on some of the trickier issues of how to grow, increase profits, improve cashflow or reclaim your life then please connect. Having spent most of my life running large businesses for other people I have also grown my own successful business(es) from the kitchen table to independen…
 
Author of "The Entrepreneur's Guide to Financial Statements" and more than 300 other published works on Entrepreneurship and Finance, David Worrell will help you make better business decisions, take more effective action, and build a stronger, more profitable business. Unlock the real potential of your business with David's unique approach to build…
 
Jamie graduated from the University of Northern Colorado with a Bachelor’s degree in Accounting and soon thereafter obtained his CPA license. During his career, he has spent his time working with middle market and large companies, both as an auditor and as a corporate accountant. In this time, he gained a firsthand view of how important the financi…
 
IT'S YOUR BUSINESS. YOUR PROFIT SHOULD COME FIRST. We serve entrepreneurs and small business owners to grow their businesses, PROFITABLY. traditionally accounting and bookkeeping services are transactional - do the books, prepare the taxes, etc. Numbers in numbers out, and you pay a fee. But what about profit? What if at the end of the day, by work…
 
I love selling…and I can help you love it, too. I’ve earned the nickname “The Pitch Queen” by helping entrepreneurs and accounting professionals learn how to sell high-value services to their dream clients - without feeling sleazy, pushy, or desperate. And I’ve even been told that I make selling fun! I show my clients how to have empowered sales co…
 
WHAT I DO: I help business owners achieve a referral explosion by teaching them how to execute on a simple, 5-step process to receive referrals without asking, without paying or without manipulation. HOW I DO IT: I show you how to identify and nurture relationships with your referrals sources plus plant referral seeds in an on-going memorable and m…
 
Both solo and partner CPAs are burnt out and fried from a killer tax season. They are desperate to get their time back, but do not know how. CPAs who work with me get their time back AND make more money. Most 8x their investment in the first 12 weeks, while cutting their client load. Fewer clients, greater income. Here's how: ✅ Shift from hourly to…
 
Chandler is the author of 6 bestselling books including “Book Launch” and his most recent book titled “Published.”. He’s also the founder & CEO of Self Publishing School, the #1 online resource for writing your first book. Through his books, training videos, and Self Publishing School, he’s helped thousands of people on their journey to writing the…
 
I am a professional leader who has high integrity and a passion for Shopify and Amazon e-commerce businesses. Using my many years of experience I have partnered with Connie Smith to create Financly Business Solutions offering cloud based bookkeeping and business development solutions for small to mid sized e-commerce businesses. E-Commerce bookkeep…
 
►►► Do you sometimes feel like your business is an adult daycare centre? Are you constantly repeating yourself, fixing errors and trying to hold things together? What if it were possible to create a business that runs itself? If you're anything like many seasoned business owners, you've tried and failed to systemise your business. The reality is, y…
 
An award-winning entrepreneur and finance executive, Chris has over a decade of experience leading businesses across industries to financial success. He brings exceptional skills in financial planning and budget management as well as talent recruitment. Chris launched his own business in 2014 and saw it surpass corporate growth projections by 40 pe…
 
In two years, clients in our 2X Growth Accelerator and Machine programs have generated over $172 million and counting... Now we've put the best strategies and methodology that is working day-in and day-out into our brand new book: From 6 to 7 Figures Get it free here: 6to7Book.com/FREE At 2X, we help 6 and 7-figure entrepreneurs optimize their oper…
 
Brian is the Managing Director of Interchange Capital Partners. In this role he oversees strategic initiatives of the company with a specific focus on the Family Business and Entrepreneur client segment. His focus is on helping owners think through, build and execute on a value acceleration and transition strategy for the shareholders. He believes …
 
As a Lean Six Sigma Black Belt, I help accounting firms challenge the status quo by leading process improvement initiatives that result in increased profitability and client satisfaction. I also facilitate the development and cultivation of future firm leaders in the areas of People, Planning and Processes. Internally, I blend concepts from Lean Si…
 
Discover how to dramatically boost your accounting firm profits while working less hours. ► Do you want to grow your accounting firm, increase profits and create efficiencies? ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Your ability to structure your firm properly, to speed up workflow and reduce time spent on every project is your competitive a…
 
Taxes are annoying. Finances can get complicated. Especially, when you're a full time traveler living and working out of your RV or luggage bag. There's a lot of grey area for folks like us. I'm a digital nomad CPA. I've been traveling the US and abroad out of a backpack, campervan, and now RV. I get the lifestyle of always being on the move. Let's…
 
A RADICALLY DIFFERENT WAY OF APPROACHING SALES Sales is about relationships, and relationships are the new currency. Selling isn’t about pushing. Or pulling. Success in sales is the result of connecting with authenticity, coupled a willingness to care more about your client than yourself and expertise in your products and/or services. Sales is my “…
 
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