Podcasts about accounting firm

Will AI really automate most accounting work by 2040? Blake and David unpack what they heard at AICPA Engage, from deterministic AI agents and rising accounting enrollment to private equity's growing influence on firms. Plus, Blake shares an exclusive interview with FICPA CEO Shelly Weir on Florida's fight to protect CPA licensure. Listen to understand where the profession is heading—and what accountants may need to do next.SponsorsDigits - http://accountingpodcast.promo/digitsOnPay - http://accountingpodcast.promo/onpaySavant Labs - http://accountingpodcast.promo/savantR.E. Cost Seg - http://accountingpodcast.promo/recostsegChapters(00:00) - Cash Stolen In Bay Ridge (00:27) - Podcast Welcome Back (02:58) - Engage Conference Takeaways (03:58) - Hidden Vibe Coding (07:50) - Rise 2040 Automation Report (10:47) - Human In The Lead Debate (15:09) - Top Firm Concerns 2026 (18:29) - OpenAI Finance Team Lean (21:52) - Enrollment Up And CPA Pathways (25:19) - 7000 Cash Theft Revisited (26:52) - KPMG Whistleblower Scandal (28:33) - Crowe Gets 3B PE Deal (30:07) - Red Lobster AI Conspiracy (31:30) - PE Cross Selling Risks (33:39) - CPA Trust Campaign Launch (36:17) - Florida Licensure Threat (37:14) - Why Shelly Stayed Quiet (39:13) - What The Bill Proposed (43:28) - Why Deregulation Happened (45:46) - How FICPA Stopped It (48:46) - Mobility And Modernization (01:00:04) - CPE And Future Battles (01:03:59) - Wrap Up And Next Steps  Show NotesMan Accused of Stealing $7K from Accounting Firm in Brooklynhttps://pix11.com/news/local-news/brooklyn/man-accused-of-stealing-7k-from-accounting-firm-in-brooklyn-nypd/AICPA and CIMA Launch Rise2040: Shaping the Future of Finance and Accountinghttps://www.aicpa-cima.com/news/article/aicpa-and-cima-launch-rise2040-shaping-the-future-of-finance-and-accountingThe AICPA Asks: Are You Ready for Accounting in 2040?https://www.accountingtoday.com/news/the-aicpa-asks-are-you-ready-for-accounting-in-2040OpenAI CFO Sarah Friar Offers a Look Inside the Company's Finance Functionhttps://www.cfo.com/news/openai-cfo-sarah-friar-offers-a-look-inside-the-companys-finance-function/822545/Accounting Undergrad Enrollment Up 9%https://www.accountingtoday.com/news/accounting-undergrad-enrollment-up-93 More States Pass CPA Pathways Legislationhttps://www.cfodive.com/news/3-more-states-pass-cpa-pathways-bills-accounting/821649/A Master's Degree Isn't the Job Guarantee It Used to Behttps://www.wsj.com/articles/a-masters-degree-isnt-the-job-guarantee-it-used-to-beKPMG Secretly and Repeatedly Accessed a Whistleblower's Computer, Then Shared the Files with Its CEOhttps://thenextweb.com/news/kpmg-accessed-whistleblower-computerCrowe Gets PE Investment from KKRhttps://www.accountingtoday.com/news/crowe-gets-pe-investment-from-kkr57% Say PE Threatens the CPA Brand. But They'll Take the Money.https://cpatrendlines.com/2026/06/09/cpa-pe-deal-tracker-57-say-pe-threatens-the-cpa-brand-but-theyll-take-the-money/Red Lobster's CEO Says He's Going to Transform the Chain into 'The Most AI-Forward Restaurant Company That Exists'https://finance.yahoo.com/sectors/technology/articles/red-lobsters-ceo-says-hes-153500558.htmlStephano Slack Scores PE Fundinghttps://www.accountingtoday.com/news/stephano-slack-scores-pe-fundingNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifieds REFRAME 2026 - http://accountingpodcast.promo/reframe2026Flowglad -

You have tried the ads. You have posted on social media. You have handed it to an agency. And yet here you are, still wondering why the leads aren't coming.In this session, the Wize team breaks down exactly what it takes to build a marketing plan for your accounting firm that doesn't just look good on paper but actually gets executed week after week.✅ Why 5% of your revenue should be dedicated to marketing and what that looks like at every firm size ✅ How to identify who you are actually attracting before you spend a single dollar reaching them ✅ Why consistency beats strategy every time and how to pick the marketing channel you will actually stick to ✅ The SEO approach that generated 58,000 monthly website views and still holds without being touched for two years ✅ Why outsourcing your marketing without a strategy first is one of the most common and costly mistakes firm owners make ✅ How to study your own client base to build a data-driven marketing plan that actually convertsIf you have been spending money on marketing and wondering why it isn't moving the needle, this session is your reminder that the right plan, the right channel, and the discipline to execute consistently can change the trajectory of your firm faster than you think.________________  PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:   1. Download our famous Wize Freedom Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 3. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

Are you a firm owner trying to break past that next big growth plateau? Many managing partners and bookkeeping firm owners find themselves stuck in the daily grind, struggling to build a practice that can survive independent of their personal production.   In this episode of Growing Your Firm, host Dave Cristello sits down with Adam Shay, CPA, a dad, entrepreneur, and high-performance firm coach. Adam pulls back the curtain on his own journey of building, scaling, and ultimately selling a multimillion-dollar accounting firm. Today, through Share the Knowledge LLC, he helps fellow owners design companies built with intention—and positioned perfectly for a future exit.   Whether you are an operations manager trying to optimize workflow or a CPA starting a firm from scratch, this episode offers practical, data-driven strategies to maximize structural efficiency.   In this episode, we unpack: The Firm Snapshot: What Adam's firm looked like two years prior to a successful sale (10 team members and nearly $2M in revenue). Ditching the Compliance Trap: Moving clients to a mandatory high-value advisory package that features proactive tax planning. The "Broken Process Document": Adam's highly practical, low-friction Google Sheets strategy that empowers teams to log workflow bottlenecks as they happen. Capacity & Staff Ownership: How to encourage senior team members to bring proposed solutions rather than just dumping problems on management. The Multiplier Mindset: Key metrics to track weekly, including labor efficiency ratios and technical rework percentages. A Candid Look at M&A: The real-world nuances of working with specialized brokers and navigating post-merger transition periods.   Featured Guest: Adam Shay  

Thank you for listening to another episode of the Building the Premier Accounting Firm podcast. Today, Roger Knecht and guest Mark Martukovich discuss the shift from transactional compliance to high-value advisory services for accounting firms. They explore how to define, price, and deliver advisory work, focusing on business valuation, client relationships, and proactive tax strategies for accounting professionals. Key Takeaways: Define clear advisory service roadmaps to move beyond reactive client interactions and offer proactive solutions. Structure pricing for advisory services based on value, not just hours, distinguishing it from compliance work. Transition client relationships from annual customers to ongoing clients with recurring, contractual engagements. Understand the shift in business valuation from top-line revenue to EBITDA, especially with profitable advisory services. Leverage existing expertise to productize advisory offerings, even starting with basic business and tax efficiency concepts. Featured Quotes: "Our firm, for example, has 60 to 65% of its revenue that's tied to recurring maintenance agreements that are advisory focused."  "Most people, when they think about what their business is worth, they think it's worth this. The reality is it's worth this." "They're finding it in the wrong places. We are the experts and we can provide this and be very successful with it."  Behind the Story: Mark Martukovich recounts his evolution in the accounting profession, highlighting the critical moment he recognized the untapped value in client conversations. He details the practical steps his firm took to formalize advisory services, moving from ad hoc advice to structured, profitable engagements. This shift not only redefined client interactions but also substantially increased the firm's valuation, underscoring the potential for accounting professionals to transform their practices. Top 3 Highlights: Advisory vs. Compliance: Learn to differentiate and package advisory services, moving beyond reactive tax preparation to proactive, value-driven client engagement. Valuation Matters: Understand how advisory services increase firm profitability, shifting business valuations from top-line revenue multiples to higher EBITDA-driven metrics. Productize Your Expertise: Turn common client questions and your inherent accounting knowledge into structured, billable advisory programs that clients are eager to pay for. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: • Advisory Diagnostic Form — Gauge your firm's advisory readiness • Execution struggles? Contact Mark at busadvisory.com • "Red to BLACK in 30 days" — Guide to small business turnarounds • "in the BLACK" — Nine principles to maximize business profitability • "Your Strategic Accountant" — Understand the 3 Core Accounting Services (CAS) • "Your Profit & Growth Expert" — Offer advisory services with total confidence Join a group of like-minded peers at GrowCon 2025 to stay up-to-date on trends and build your practice. Connect with our community via the Facebook Tips Group or the UAC Fanpage, and subscribe to our newsletters: Accounting Success & The Universal Newsletter

Pouring more leads into a leaky funnel just makes things worse. Here's what to fix first before bolstering your marketing activities.

Are you running an accounting practice that relies entirely on your own personal production, or have you built a scalable business that can exist independently of you? For accounting firm owners, managing partners, and CPAs starting firms, understanding how to shift from manual operations to an acquirable business model is the ultimate goal. In this episode of Growing Your Firm, host David Cristello sits down with Joe Manganelli, the former founder and CEO of Calculate. Joe shares his incredible journey of launching, scaling, and successfully selling his outsourced CFO and accounting firm in under seven years. He pulls back the curtain on his aggressive top-line growth strategies, pricing models, and how he scaled his team to nearly 45 headcounts with zero outside funding. In this episode, we explore: - The Bootstrapped Blueprint: How Joe scaled Calculate to a $10M run rate without taking on venture capital or outside investment. - Top-Line Growth vs. Profitability: The strategic decisions behind running a high-growth firm (averaging 75%+ year-over-year) with modest margins. - Frictionless Client Acquisition: Transitioning from exhausting networking events to building a highly efficient, inbound B2B referral network. - The "Experienced" Hiring Strategy: Why your first operations managers and team members should have more experience than you do to truly offload workflow responsibilities. - The Reality of M&A: What the modern sale structure looks like for accounting firms, from equity rollovers to earnouts and transition periods.  

Show Summary: In this episode of the Grow My Accounting Practice podcast, Mike and the team sit down with Laura Shwaluk to explore the evolving role of accountants and bookkeepers as they move beyond compliance work into more strategic, advisory-driven relationships with their clients. The conversation centers on what it really takes to step into a higher-value role and how professionals can position themselves as trusted partners rather than just service providers. Laura shares insights on the importance of building strong client relationships rooted in trust, communication, and consistency. She emphasizes that clients are no longer looking for just accurate numbers—they want guidance, clarity, and confidence in their financial decisions. By shifting from reactive work to proactive conversations, accountants can deepen their impact and become an integral part of their clients' success. Throughout the discussion, the group addresses one of the biggest challenges professionals face: confidently pricing and delivering advisory services. Laura highlights the mindset shift required to move away from hourly billing and toward value-based pricing, encouraging firm owners to recognize the true impact of their work and charge accordingly. She also touches on the internal barriers—like fear and self-doubt—that often hold people back from making this transition. The episode also explores the importance of systems and structure in scaling an advisory-focused firm. From standardizing processes to creating repeatable client experiences, Laura explains how having the right foundation in place allows firms to grow without becoming overwhelmed. If you're an accountant, bookkeeper, or financial professional looking to elevate your role, increase profitability, and build deeper client relationships, this episode offers practical insights and encouragement to help you confidently step into advisory and grow your practice with intention. Website:https://www.bbmmusa.com/ Laura's LinkedIn:http://www.linkedin.com/in/dr-laura-shwaluk-23446373 Jerry's LinkedIn: https://www.linkedin.com/in/jerrykezhaya/ Corporate Partner: BILL. - bill.com/grow Profit First App Version 2.0 is here!More Education. More Functionality. More Profit!

Most accounting firms aren't stuck because they're not working hard enough.They're stuck because their model hasn't caught up to the opportunity.In this episode, Lee Reams breaks down why the traditional compliance-first approach is limiting growth—and how firms can start unlocking more value from the clients they already have.Lee walks through a real-world example, explain why advisory services often go underpriced, and share how better systems, communication, and AI can help firms shift from reactive work to proactive strategy.If you've ever felt like your firm should be further ahead than it is… this episode will hit home.Are you ready to change your firm trajectory? Take our free firm assessment that includes a personalized firm roadmap for a future you. Link: https://www.countingworkspro.com/free-firm-growth-breakdown

This episode addresses Question 4 of the five-question series: where is AI creating the greatest internal tension inside firms? The previous episodes established what genuine reshaping looks like, what firms are getting wrong, and which decisions matter most. This episode names what happens when those forces land inside a firm with real people, real power dynamics and real stakes. Three tensions are examined: the generational tension between partners who built their authority through the old model and staff who are navigating a different one, the governance tension between firms moving fast on AI adoption and the absence of frameworks to direct it, and the identity tension around what an accountant is for when the mechanical work is automated. These are not problems to be solved quickly. They are structural tensions to be named, understood and led through.Watch this episode on YouTube: https://youtu.be/BPkajFiPu9oThank you to our Season Partners for making this series possible.Fieldguide is the AI-native platform for audit and advisory enabling human and AI collaboration to scale capacity, improve quality and transform how firms operate. fieldguide.ioKarbon is the global leader in AI-powered practice management software for accounting firms. Their research into how technology is reshaping firm performance is essential reading for anyone leading a firm in 2026. karbonhq.comDigits is the AI-powered financial intelligence platform helping accounting firms and their clients make faster, smarter decisions with their numbers. digits.comAccounting Voices is a senior sense-making platform for firm owners, managing partners and senior operators navigating the forces reshaping accounting firms. Host Rob Brown convenes structured conversations with leaders across the profession to interpret what AI, private equity, consolidation and leadership pressure mean in practice.This season, AI Reality Inside Firms, brings together senior accounting firm leaders answering the same five structured questions about how AI is actually landing inside firms, separating execution from narrative.Find all episodes on your preferred podcast platform or on the Accounting Voices YouTube channel. https://www.youtube.com/@accountingvoicesTo find out more or to explore season partnership opportunities, connect with Rob on LinkedIn. https://www.linkedin.com/in/therobbrown

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).  

Scaling an Accounting Firm the Right Way | The Financial Operator Podcast | Episode 80 What does it really take to build a modern accounting firm that actually helps business owners grow? In this episode of The Financial Operator: Cash In, Chaos Out, Jen sits down with Sonny Grappone, CEO of Precision Accounting & Consulting, to talk about leadership, scaling an accounting firm, and why advisory services are becoming the future of accounting. Sonny shares the story behind transforming a traditional accounting firm into a modern advisory-focused business and the lessons learned along the way. From leadership transitions to building the right team, this conversation dives into what it really takes to grow sustainably. In this episode, we discuss: • Why traditional accounting is evolving  • The shift from compliance to advisory services  • Leadership lessons from growing a firm  • Building a team that supports growth  • The importance of financial clarity for business owners  • Scaling challenges accounting firms face  • Creating long-term client relationships  • The future of accounting and advisory  If you're an accounting firm owner, business owner, or someone interested in scaling professional services, this conversation offers practical insights and real world experience. Watch now to learn how accounting firms, and business owners, can grow smarter. ⏱️Timestamps 00:00 Introduction & Meet Sonny Grappone 01:35 Precision Accounting & Consulting Overview 03:10 Sonny's Leadership Journey 05:45 The Shift from Compliance to Advisory 08:20 Building the Right Team 11:00 Challenges of Scaling an Accounting Firm 14:15 Leadership Lessons Learned 17:40 Creating Long-Term Client Relationships 20:25 Financial Clarity for Business Owners 24:00 The Future of Accounting 27:45 Final Thoughts & How to Connect To connect with Sonny Grappone: LinkedIn: https://www.linkedin.com/in/sonny-grappone-24536312a/ Website: https://precisionaccountingconsulting.com/ Don't forget to subscribe for the latest podcast episodes and insights from @mkbcfo Do you have your own financial or business growth questions for MKB? Visit: Website: https://mkbcfo.com Instagram: https://www.instagram.com/mkb_cfo/ Facebook: https://www.facebook.com/mkbcfo LinkedIn: https://www.linkedin.com/company/mkbcfo #AccountingFirm #AdvisoryServices #FractionalCFO #BusinessGrowth #AccountingIndustry #FinancialLeadership #Entrepreneurship #BusinessStrategy #ModernAccounting #TheFinancialOperator

Check out the Life First Accounting Firm podcast on YouTube or wherever you listen to podcasts! Apple Podcasts Spotify YouTube

In this episode, Sasha Orloff speaks with Greg Capitolo, Co-founder and Partner at Attivo Partner, to discuss how fractional finance teams are transitioning from manual bookkeeping to AI-driven advisory roles, emphasizing the shift toward "real-time data-driven decision making" over traditional month-end closes. -- SPONSORS: Notion Boost your startup with Notion—the ultimate connected workspace trusted by thousands worldwide! From engineering specs to onboarding and fundraising, Notion keeps your team organized and efficient. For a limited time, get 6 months of Notion AI FREE to supercharge your workflow. Claim your offer now at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://notion.com/startups/puzzle⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Puzzle

Part of the Power of Focus Mini-SeriesWhat really separates great accounting firms from the rest?That question is what led Brannon Poe and Ian Brennan to put together this mini-series. And after years of working with firm owners across the country, lifting up the hood on hundreds of practices, the answer kept coming back to the same thing: focus.Welcome to the Power of Focus, a mini-series produced in partnership with Accounting Practice Academy. Throughout the series, you'll hear from APA alumni, members of our Poe Group team, and other industry voices sharing real-world perspectives on what happens when firm owners get deliberate about where they put their energy. Whether that's focusing on the right clients, the right staff, the right type of work, or simply on where you as the owner add the most value, the firms that get this right see results that compound over time.THE CONVERSATION COVERS:Why 80% of accounting firms are underperforming, and what the top 20% are doing differentlyTwo distinct models for a highly profitable practice (high complexity/high value vs. high volume/high efficiency) and why most firms get stuck between themThe "closet analogy": why pruning before you can grow is the move most owners resistHow client selection may be the single biggest lever in your practiceThe fear behind price increases, and why most firm owners are sitting on more pricing power than they realizeWhat it looks like when a younger, entrepreneurial owner grabs hold of these concepts and runs with themTimestamps:00:00 Introduction and episode overview01:49 Where Brannon's thinking on focus began: the 80/20 Principle02:50 What the Pareto Principle is and why it shows up everywhere04:43 How reviewing hundreds of CPA firm financials revealed the pattern06:24 A real-world example: $2.3M revenue, $1M owner cash flow, 3 months off08:06 Two models for a highly profitable CPA firm10:40 Niching down as a focus strategy, and why it scales faster12:01 Delivering value as the core of everything13:04 The closet analogy: you can't add until you prune16:19 APA alumni spotlight: Bill and Chris Murphy and the first domino20:09 Why creating capacity through price increases often doesn't work the way you'd hope21:52 The shortage of CPAs and what it means for your pricing power23:45 How to identify your right clients (the answer is already in your practice)25:24 Asking your staff who they love working with27:40 The mindset obstacle: the belief that you already know it all28:25 Why change usually waits for a crisis, and how to change before one arrives29:26 Greg Toner: what happens when a younger owner grabs the vision and runsDownload Now: https://poegroupadvisors.com/accounting-practice-academy/increase-letter/Price increases are nothing to fear. The real challenge is effectively informing clients of these changes. Our templates will help you demonstrate your value and help clients understand the increases necessary to keep your firm afloat.*Download now and receive:*- (1) Major Fee Increase Letter Template- (1) 20% Fee Increase Letter Template

There's a deeper tension shaping the future of accounting firms and most leaders aren't talking about it openly.In this episode of the Accounting Voices Podcast, Rob Brown dives into one of the most critical strategic questions facing firm leaders today:

Feeling stuck as the bottleneck in your firm? There are usually three things behind it, and all of them are fixable.

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 blog.

What really happens after private equity buys your CPA firm? ParkerGale partner Devin Mathews joins Blake to unpack why partners cheer while staff chafe, how PE drives returns (bill rates, utilization, acquisitions), and what managers should demand: a clear value‑creation plan and a path to upside. They also dig into AI's true impact—raising the ceiling, squeezing entry‑level work—and why this might be your cue to start an AI‑first firm.Chapters(00:00) - Private Equity Meets AI (02:04) - Survey Shock Partners vs Staff (04:18) - How PE Boosts Profits (06:17) - Culture Clash and KPIs (09:29) - The New Owner Speech (23:15) - Lessons From Vets and Dentists (25:50) - Pricing Power and Workload (26:39) - How Firms Decide to Sell (27:12) - Deal Tensions Surface (27:25) - LOI And Data Deep Dive (28:20) - Pricing Pressure And Client Cuts (29:48) - Spreadsheet Management Shock (33:20) - Career Paths And Trust (35:02) - Demand The Value Plan (37:13) - Three Problems To Fix (40:00) - AI Threat Or Tailwind (41:35) - AI Reality Check (45:17) - Entry Level Gets Harder (48:47) - Start An AI First Firm (50:56) - Podcast And Farewell Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Devin MathewsLinkedIn: https://www.linkedin.com/in/devinmathewsLearn more about ParkerGalehttps://www.parkergale.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Why do large accounting firms lose visibility as they grow? How does this happen even with more people, more data, and more tools?Kristen McGarr, Founder and CSMO of Adroit Insights, explains why choosing a CRM for accountants often fails when firms focus on tools instead of behavior. She also shows why the best CRM for accountants must support how teams actually sell and serve clients.Despite complex reports and spreadsheets, leadership lacked clear answers on the sales cycle, close rates, and capacity. Kristen shows how a shared CRM replaced scattered tracking and exposed missed opportunities.This is episode two of a three-part series on CRM systems for accounting firms. What You'll Learn:Why CRM adoption breaks down as accounting firms growHow missed follow-ups start when teams rely on spreadsheetsWhy pipeline visibility matters more than complex reportsHow CRM visibility improves forecasting and capacity planningWhat helped one firm achieve 35 percent growth in 15 monthsLearn More from Kristen McGarrNeed help choosing or fixing a CRM for your accounting firm?Visit Adroit Insights: https://adroitinsights.comFollow Kristen McGarr for practical CRM guidance for accounting firmsLinkedIn: https://www.linkedin.com/in/kristendivineymcgarrResources:Connect with IanDownload a Tackle Box!Supercharge your marketing and grow your business with video case stories today!Subscribe to the YouTube Channel Hosted on Acast. See acast.com/privacy for more information.

Not every firm owner wants to grow. But if you've been on the fence about it, this one might help you think it through.

Nathan Weaver leads PETRA WORLDWIDE out of his Seminole County office. They are on a special mission with a niche of serving churches and Christian non-profits, strengthening their ministries while being a critical resource for the business side of their organization. Nathan also shared some great insights on AI - the big buzz word of late.

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 hustle. Resources: Matt Gardner's LinkedIn - https://www.linkedin.com/in/mattgardnercpa/n

People interested in your services aren't just searching on Google and scrolling the results to find you anymore.   They're asking ChatGPT. They're letting Google's AI Overviews give them guidance. They're putting their trust in AI platforms to answer their questions and help them decide which accountant they should trust.    And as the search rules are being rewritten, so are the rules for accounting firm growth online. The thing is, most firms don't even have an online presence, which means in the new AI world, they're getting left behind.   The uncomfortable reality for accountants right now: They are invisible to search because they have generic websites that lack depth and authority.     The ones winning at accounting firm growth right now are positioning themselves as trusted experts who answer real client questions in ways AI understands.   TaxProMarketer CEO Christian Jones and Sales Manager Noah Jenks explain how AI decides which firms to recommend. Tune in to learn the AI marketing strategies for accountants to get found online by high-quality leads. 

Most business owners wait way too long to get financial support, not because they don't need it, but because they think their books are too messy, too far behind, or too embarrassing to hand over to a professional. In this episode, Tap the Potential's Lead Strategist, Melissa Kay, talks with Tammy Little about precisely what you should look for in an accounting firm, and why you're more ready for help than you think! We cover the difference between a bookkeeper, accountant, controller, and CFO (and who you actually need; the essential systems and processes to make your finances easier, more efficient, and more organized; why waiting until the end of the year to prepare for taxes is the fastest way to lose money and add stress; and how the proper accounting support creates clarity, confidence, and real profit. If you want to stop feeling behind, stop guessing, and finally get your financial house in order, this episode is your roadmap to a better future. Join us!Tammy Little is the owner of FTC Group and Summit Accounting Partners, a full-service accounting firm for small, medium, and large businesses. All of their services are virtual, making their top-notch services accessible to companies nationwide.Profit by Design is a Tap the Potential production.Show Highlights:Understand the terminology: CFO, accountant, bookkeeper, controller, etc. (“What do I really need?”)Common reasons that business owners don't have financial supportThe process when Tammy's firm comes in to help clean up the financial messYou will feel safe and relieved when a qualified financial professional takes the reins!Think you can't afford an accountant? You can't afford NOT to have one!Tammy's philosophy of systems and operations is to know each client and their business as a true partnerConsiderations in looking for an accountant: your comfort level, their range of offerings/services, communication, and the level of trust you have with themSigns that you need accounting help NOW!Tammy's one thing she gives to every client: peace of mindResources:Connect with Tammy Little: Summit Website, My Ghost Crew Website, Facebook, and LinkedIn.Download your free, updated copy of the