Best David Cristello Podcasts (2024)

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17 - Unlocking the Power of Al: Transforming Accounting Practices for a Productive Future with David Cristello 31:14

22d ago31:14

31:14

In this episode featuring David Cristello, CEO and Founder of Jetpack Workflow, delve into the future of accounting with AI. Discover how AI is reshaping productivity in firms, the practical applications transforming admin tasks, and actionable steps to embrace AI for enhanced efficiency. In this episode, you will be able to: Understand the transfo…

1
24 - Empowering Accountants: Transitioning to CFO Advisors for Business Success with Adam Lean 23:41

3h ago23:41

23:41

Join Adam Lean of The CFO Project and Laurence Whittam as they delve into the transformative journey of accountants transitioning to CFO advisors for small and medium-sized businesses. Discover actionable insights, proven frameworks, and the key to unlocking greater value for both accountants and their clients. In this episode, you will be able to:…

1
23 - Revolutionizing Tax Advisory: Transforming Firms for the Future with Jackie Mayer 21:49

12h ago21:49

21:49

Join us as Jackie Mayer shares her journey from CPA firm owner to software developer, offering invaluable insights into revolutionizing tax advisory services. Discover practical strategies, innovative tools, and the future of accounting in this insightful conversation. In this episode, you will be able to: Learn practical strategies for integrating…

1
How to Sell Advisory Services at Your Firm w/ Adam Lean 37:45

12h ago37:45

37:45

In this insightful episode of the "Growing Your Firm" podcast, brought to you by Jetpack Workflow, host David Cristello is joined by special guest Adam Lean, CEO and co-founder of The CFO Project. Adam shares his expertise on how accountants can go beyond traditional number-crunching by engaging with clients through meaningful conversations that re…

1
22 - Optimizing Offshore Operations: Strategies for Effective Communication and Integration with Bhavesh Agarwal 38:16

2d ago38:16

38:16

Join us as we delve into the world of offshore operations with Bhavesh Agarwal, exploring the challenges and successes of integrating teams across continents. Discover key strategies for effective communication, building rapport, and maximizing the benefits of outsourcing, offering valuable insights for businesses navigating global collaboration. I…

1
21 - Navigating Management, Work-Life Harmony, and the Changing Landscape of Accounting with Mike Manalac 42:55

12d ago42:55

42:55

Join us as Mike Manalac shares invaluable insights on managing diverse teams, navigating the shift to virtual work, and prioritizing work-life balance in the accounting profession. Discover the power of humor and transparency in addressing industry challenges, along with practical tips for embracing technological tools to enhance collaboration. In …

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Is AI Overhyped? Is CAS a Necessity? These Questions and More w/ Daniel Hood 41:18

7d ago41:18

41:18

On this episode of Growing Your Firm, host David Cristello interviews Daniel Hood, the editor-in-chief of Accounting Today. With over two decades of experience in the industry, Daniel shares insights into the evolving trends in accounting firms and the push for advisory services. Tune in to gain a deeper understanding of the future of accounting an…

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20 - Revolutionizing Accounting: Exploring Outsourcing, Innovation, and Future Trends with Darren Isaacs 27:39

13d ago27:39

27:39

Join Darren Isaacs from Makosi as he discusses the transformative journey of outsourcing in accounting. Discover the benefits of tapping into South African talent and navigating digital transformation challenges. Gain insights into the future of accounting and global governance in this engaging conversation. In this episode, you will be able to: Ga…

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19 - Maximizing Value: Transitioning to a 40-Hour Work Week in Accounting with Geraldine Carter 26:08

14d ago26:08

26:08

Join Laurence Whittam in an insightful conversation with Geraldine Carter from Geraldine Carter, LLC. as they delve into the transformative journey of transitioning CPA firms to a 40-hour workweek. Gain practical strategies, mindset shifts, and valuable resources to achieve a healthier work-life balance while maximizing value creation. In this epis…

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Working 2 Hours / Week, Running a $1.6M Firm, and Rapping with Scotty Scarano 37:11

15d ago37:11

37:11

On this episode of Growing Your Firm, David Cristello interviews Scotty Scarano, the self-titled wrapping custodian at Accounting High. Scotty, who is also the founder of a $2 million accounting firm and serves on various tech company boards, shares insights on OKRs and his rap career. Tune in to learn more about Scotty's journey and his unique app…

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18 - Expert Insights, Leadership Strategies, and Innovative Solutions for Seamless Collaboration with Vivek Shah 30:33

16d ago30:33

30:33

Elevate your outsourcing strategy with Vivek Shah of Infinity Globus – where insights meet innovation. Empower your team with effective leadership and a vibrant organizational culture, while navigating common challenges seamlessly. In this episode, you will be able to: Discover actionable insights into various outsourcing engagement models, equippi…

1
Smarter Way to Hire, Output Thinking, and Removing Yourself w/ John Seiffer 36:55

24d ago36:55

36:55

In this episode of the Growing Your Firm podcast, host David Cristello welcomes John Seiffer, a seasoned business owner and remote CEO, to discuss the concept of Output Thinking and its application in team management. John, a business coach and former president of the International Coach Federation, shares insights on how to make managing teams eas…

1
16 - Navigating the Global Workforce: Strategies for Managing and Growing Teams Effectively with Nick Sinclair 30:13

23d ago30:13

30:13

Join us for an enlightening discussion with Nick Sinclair of TOA Global as we explore the world of outsourcing and managing global teams. Tune in to unlock the keys to effectively managing and growing your global workforce. In this episode, you will be able to: Gain insights into effective strategies for managing and growing global teams within the…

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15 - Navigating Talent Challenges and Embracing Global Solutions for Accounting Professionals with Okorie Ramsey 30:13

28d ago30:13

30:13

Join Okorie L. Ramsey as he shares insights on global talent solutions in the accounting profession, exploring strategies like co-sourcing and offshoring to address workforce challenges. Tune in to gain practical advice and expert perspectives on building successful international teams. In this episode, you will be able to: Understand the evolving …

1
14 - Unlocking Profitability: Transitioning from Hourly Rates to Value-Based Pricing 27:08

1M ago27:08

27:08

Join us as we delve into the world of pricing strategies with expert Loren Fogelman, exploring how firms can shift from hourly rates to value-based pricing for increased profitability, improved client relationships, and a more sustainable business model. In this episode, you will be able to: Understand the importance of transitioning from hourly bi…

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13 - Transforming Accounting Firms through Wealth Management Integration with Rory Henry 31:30

1M ago31:30

31:30

Join us as guest Rory Henry discusses the imperative integration of wealth management into accounting firms. Discover the revenue potential, partnership structures, and client-centric strategies vital for navigating this transformative landscape. In this episode, you will be able to: Understand the importance of integrating wealth management servic…

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Scaling Payroll Services to 7 Figures w/ Tyler Winn 21:55

1M ago21:55

21:55

In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristillo sits down with Tyler Winn, the founder and CEO of Cirrus Payroll. Tyler shares his journey of falling into the payroll business in 2012 and subsequently building a seven-figure firm that specializes in processing payroll for small businesses. Alongside ru…

1
12 - Exploring the World of Outsourcing: Strategies, Success Stories, and Expert Advice with Mike Walton 40:31

1M ago40:31

40:31

Join us for an insightful conversation with Mike Walton, Senior Vice President at QX Global Group, as we explore the world of outsourcing on Business Beyond Borders. Learn about the crucial elements for successful outsourcing journeys, from setting clear expectations to fostering internal communication. In this episode, you will be able to: Underst…

1
11 - Revolutionizing Accounting: The Future of Automation with Basis 32:34

1M ago32:34

32:34

Dive into the world of accounting innovation with Matt Harpe, Co-Founder of Basis, as we explore the cutting-edge strategies shaping the industry's future. Join us for an insightful conversation that reveals the secrets to revolutionizing your financial practices.In this episode, you will be able to: Discover how Basis is transforming traditional a…

1
Launching a CFO Advisory Firm, Ditching Digital Marketing, and Growth w/ Fred Tate 33:24

2M ago33:24

33:24

On this episode of Growing Your Firm, host David Cristello interviews Fred Tate, the Managing Director of CFO Shield. Fred discusses how CFO Shield takes a consultative approach to create tailored solutions for clients, offering fractional CFO services along with bookkeeping and payroll support. Fred also emphasizes the importance of understanding …

1
10 - Culture, Flexibility, and Trust: Transforming Accounting Firms for Success with Joey Havens 29:47

1M ago29:47

29:47

Join us in this episode as we delve into the power of storytelling fostering belonging, embracing flexibility, and investing in HR for success with Joey Havens, a seasoned author, consultant, and retired partner from HORNE LLP. Tune in for actionable insights to revolutionize your firm's approach and thrive in today's ever-evolving landscape. In th…

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09 - Exploring Outsourcing: Strategies and Best Practices in Client Accounting Services with Kane Polakoff 34:44

2M ago34:44

34:44

Join us as Kane Polakoff, Principal, Client Advisory Services Practice Leader of CohnReznick LLP delves deep into the offshore accounting realm, unraveling the intricate threads of success. From cultivating robust leadership to honing recruitment practices and ensuring top-notch quality management. Gain invaluable insights and expert advice on buil…

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Behind the Scenes of a Large CAS Practice w/ Kane Polakoff 29:42

2M ago29:42

29:42

Today on the Growing Your Firm Podcast, David Cristello sits down with guest Kane Polakoff, a principal client advisory services practice leader at CohnReznick. They delve into the world of client advisory services, discussing how to scale it, the tech stack involved, and the execution for high performance. Kane’s extensive experience working with …

1
08 - Navigating the Accounting Event Landscape: A Deep Dive into Professional Growth Opportunities with Seth Fineberg 46:07

2M ago46:07

46:07

Join us for an enlightening episode as we tackle the pressing questions that leaders in accounting firms must address to make their organizations more attractive. Our guest, Seth Fineberg, Founder of Accountants Forward, discusses the essential shifts needed within the profession, focusing on a culture shift, innovative networking, growth strategie…

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07 - Navigating Staff Leasing and Offshoring: Insights from Global Staff Connections with Andrew Mendiola 23:02

2M ago23:02

23:02

Join us in another insightful episode as we delve deeper into the world of staff leasing and offshoring. Our guest, Andrew Mendiola, Managing Director of Global Staff Connections, sheds light on benefits, challenges, and strategies for effective offshore talent utilization. In this episode, you will be able to: Discover Global Staff Connections' gr…

1
06 - Optimizing Operations: Strategies for Success in CPA Firms with Andrew Ferrigno 23:34

2M ago23:34

23:34

Join us in another insightful episode as we delve deeper the intricacies of optimizing operations within CPA firms, featuring insightful discussions with industry experts. Our guest, Andrew Ferrigno, Managing Director, Whitman Transition Advisors LLC, shares expert strategies and essential tips for addressing skill gaps, leveraging technology effec…

1
05 - Unlocking Success: Insider Tips for Outsourcing in South America with Agustin Morrone 36:40

2M ago36:40

36:40

Join us in another insightful episode as we delve deeper into the secrets to successful outsourcing in South America. Our guest, Agustin Morrone, Co-Founder & VP of Growth, Vintti, shares expert strategies and essential tips for maximizing efficiency and finding top talent. In this episode, you will be able to: Insights into cultural dynamics when …

1
How to Scale with Workflow, M&A, & Niching Down w/ Tammy Little 29:03

2M ago29:03

29:03

In this insightful episode of Growing Your Firm, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Tammy D. Little, CEO and founder of the FTC Group. The discussion centers around Tammy's journey from working as a controller/CFO for a large construction firm to launching her own firm, the FTC Group. Tammy shares her experiences in…

1
04 - Navigating Training, Engagement, and Culture in Today's Global Workplace with John Fenton 43:57

2M ago43:57

43:57

Join us in another insightful episode as we delve deeper into the realm of outsourcing dynamics. Our guest, John Fenton, Founder and CEO of John J Fenton Executive Coaching, sheds light on diverse, remote, and international teams. In this episode, you will be able to: Discover effective leadership strategies for diverse, remote, and international t…

1
03 - Global Collaboration: Navigating Outsourcing Dynamics with Hardik Shah 32:14

3M ago32:14

32:14

Join us in another insightful episode as we delve deeper into the realm of outsourcing dynamics. Our guest, Hardik Shah, Associate Director of Unison Globus, sheds light on overcoming talent retention challenges, prioritizing effective communication, establishing standardized processes, maximizing productivity through time zone differences, and emb…

1
02 - Modernizing Accounting: Strategies for Growth and Efficiency with David Kells 35:27

3M ago35:27

35:27

In today's episode of "Business Beyond Borders: Impactful Insights for CPAs," we delve into the world of modernizing accounting with David Kells, Managing Director of Whitman Transition Advisors. Join us as we explore strategies for growth and efficiency in accounting practices, discussing key insights and actionable steps to stay ahead in a rapidl…

1
01 - Introduction 6:00

3M ago6:00

6:00

Welcome to the first episode of "Business Beyond Borders," the essential podcast for CPA firms navigating the intricacies of staffing challenges. I'm Laurence Whittam, your experienced host, ready to guide you through the evolving landscape of outsourcing and offshoring. With over a decade of expertise, having worked closely with 500+ CPA firms, I …

1
Buying Out Partners, Implementing Workflow, and Referral Systems to 2X Growth 23:11

3M ago23:11

23:11

In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristello interviews Jennifer Ryan, the owner of Bookkeeping Direct. Jenny shares her journey from initially joining the firm as a contractor to eventually buying the business in 2016. She highlights the company's impressive growth of 140% in the past year and disc…

1
How to Niche Down, Hire Remote, and Build Strong Partnerships with Brad Schuchardt 24:11

3M ago24:11

24:11

In this episode of Growing Your Firm, David Cristello interviews Brad Schuchardt, founder of BTBK Accounting Services. Brad specializes in providing full-service accounting solutions to restaurants, offering accurate financial information and strategic business insight. They discuss Brad's journey into his niche, marketing strategies, and scaling u…

1
Top Apps This Accounting Firm Uses to Run Remotely 21:30

4M ago21:30

21:30

In this episode of the Growing Your Firm Podcast, host David Cristello interviews James E. Heyward, the principal at Heyward CPA. They dive into the world of technology and discuss the apps and tools that are working well for James' firm, as well as those that aren't. They also touch on the importance of using a support desk for client communicatio…

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How to Run a Successful Virtual Accounting Firm w/Lisa Wolfson Jones 20:52

4M ago20:52

20:52

In this episode of Growing Your Firm, host David Cristello interviews Lisa Wolfson-Jones, owner and CPA at Mac-L Associates. Lisa shares the benefits of having client information ahead of meetings and how it helps create more effective discussions. They also discuss running a virtual firm and serving small businesses, particularly sole proprietors …

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From Launch to Exit: Navigating the Acquisition Process w/ Pawel Brzeminski 32:12

4M ago32:12

32:12

Pawel Brzeminski is the founder and CEO of Snap Projections. Pawel has achieved great success in launching, growing, and successfully exiting his company. He has a strong ethos of reaching acquisition scale and shares insights on the unexpected process of getting acquired. In this episode, host David Cristello interviews Pawel Brzeminski, the found…

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Why You SHOULD Get Into Form 1040 Services w/ Trina Rozen 28:40

4M ago28:40

28:40

In this episode of Growing Your Firm, host David Cristello interviews Trina Rozen, owner of Trina Rozen CPA. They discuss various topics, including unique ways Trina has structured her firm, pricing strategies, making tax prep profitable, and her opinions on the coaching community. Trina shares insights on dealing with challenging clients and findi…

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Stop Buying Accounting Firms, Do This Instead w/ Stephanie Mack 22:54

5M ago22:54

22:54

In this episode of the Growing Your Firm podcast, host David Cristello interviews Stephanie Mack, the founder of Account Mobility, a fully remote accounting practice. Stephanie shares her insights on how she's positioning her practice for growth, particularly in the area of tax advisory and tax prep. She discusses the importance of workflow automat…

1
Scaling Client Accounting Services (CAS) w/ Deneen Dias 31:42

5M ago31:42

31:42

In this episode of Growing Your Firm, host David Cristello interviews Deneen Dias, Vice President of Growth and Strategic Partnerships at Botkeeper. Daneen shares her expertise in helping top firms undergo digital transformation and discusses the world of CAS (Client Accounting Services). She also delves into the definition of CAS, where to start, …

1
How to Systemize Your Firm to Take Maternity Leave w/Melissa L. Miranda, CPA 20:14

6M ago20:14

20:14

In this episode, host David Cristillo interviews Melissa Miranda, a certified public accountant and owner of Step-by-Step Accounting. They discuss the importance of preparing for maternity leave as a business owner and how to structure your team and workflow. Whether it's maternity leave or any other extended absence, Melissa shares valuable insigh…

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Navigating the Talent Crisis in Firms and the Impact of TurboTax Live 39:06

6M ago39:06

39:06

In this episode of "Growing Your Firm," host David Cristello interviews David Leary, partner at Earmark Media and co-host of The Accounting Podcast. They discuss David Leary’s experience of being fired as a client from an accounting firm and how it led him to become a business owner and customer of accounting firms. They also touch on the talent sh…

1
How This Firm Primarily Grows By Word of Mouth Marketing w/Kayla Green 13:16

7M ago13:16

13:16

In this episode of "Growing Your Firm," host David Cristello interviews Kayla Green from Bactrian LLC. They discuss the firm's impressive growth, which has largely been driven by word-of-mouth referrals rather than traditional digital marketing. Bactrian LLC offers a range of accounting services, payroll servicing, estate planning, and financial ad…

1
How This Firm Owner is Scaling to $3 Million in Revenue w/Louie Vazquez III 21:05

7M ago21:05

21:05

In this episode of Growing Your Firm, host David Cristello welcomes back Louie Vazquez III, CEO and founder of Vazquez and Associates. Louie shares his journey of growing his firm from half a million in sales per year to achieving even greater success. They discuss the sales and marketing strategies that led to this growth and delve into the challe…

1
Building Trust and Scaling Without Any Employees w/ Tejal Shah 22:58

8M ago22:58

22:58

Congruent Advisory Services, LLC began in 2019 with Tejal starting a boutique one-woman show. Her goals were to support business owners in the process of inception to exit. Tejal tells David that there was an agreed upon cohesive and collaborative approach. The exposure and openness shared amongst both partners led to a culture that was rooted in t…

1
How to Scale from 5-50 Staff, Structure Rev Shares and Lucrative Niches w/ Nicole Durio 27:42

8M ago27:42

27:42

Nicole is the managing principal at Madison Brothers Consulting Group. The group commits to exceptional client service provided by trusted advisors. They endeavor to give peace of mind to clients by offering solutions for ever changing business challenges. Madison Brother’s Nicole Durio joins our show and she’s offering a free 1 hour consultation t…

1
Wealth Management Partnerships and the 15 Hour Work Week 20:02

9M ago20:02

20:02

John is the president of JEnsley Financial, a fiduciary financial planning firm based out of Vancouver, WA. John started his firm in 2012 after a U-turn move from corporate America to financial services. After obtaining a copy of "The 4-Hour Work Week" by Tim Ferriss, John began to understand that the technologies existed to build a life that allow…

1
CAAShing In New Ideas with Breanne Mode 29:18

9M ago29:18

29:18

Today we welcome Breanne Mode on the podcast. Breanne is the Director of Client Accounting and Advisory Services (CAAS) at Cbiz. After a visit to a QuickBooks Connect conference in San Jose, CA, Breanne decided that her flight back was a networking opportunity, instead of her typical relaxation time. Of course, this happened to be the plane ride wh…

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Pipe Dreams with Don Emery 22:12

10M ago22:12

22:12

Today we sat down with a special guest, Don Emery. Don is the General Manager of Doc.It and has been with them for over 10 years. Doc.It was acquired by Iris in 2021. On our show we’ll cover: Transition of going from a paper-based to paperless practice Consolidation and build outs across the industry Talent, team management, retention & much more…

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Everything You Need to Know About Buying or Selling an Accounting Firm with Brannon Poe 26:16

10M ago26:16

26:16

Brannon is the founder of Poe Group Advisors & Accounting Practice Academy. He is also a returning guest on the show! Poe Group Advisors is based out of Charleston, SC. The group is known for their processes surrounding facilitating the buying and selling of CPA firms. We enjoy an annual conversation with Brannon about M&A and his expertise in the …

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David Cristello Podcasts

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