Best Jetpack Workflow Podcasts (2024)

1
Behind the Scenes of a Private Equity Backed Accounting Firm w/Tim Brackney 34:40

31m ago34:40

34:40

In this episode of Growing Your Firm, host David Cristello welcomes Tim Brackney, the Chief Executive Officer of Springline Advisory, a firm backed by private equity. They delve into the philosophy of utilizing talent from small firms to enhance shared services, while also discussing the complexities and nuances of private equity in the industry. T…

1
Adding $2M in Accounting Services in 36 months w/ Greg O'Brien CPA, CTS 35:50

5d ago35:50

35:50

In this episode of Growing Your Firm, host David Cristello welcomes back Greg O'Brien, Co-CEO of Anomaly CPA, for an insightful discussion about the evolution of his firm since their last conversation three years ago. They reflect on the growth of Anomaly CPA, including the firm's current headcount and revenue, as well as the strategic decisions ma…

1
Using LinkedIn to Drive $500K+ in CAS Services w/Roman Villard 34:46

7d ago34:46

34:46

In this episode of Growing Your Firm, host David Cristello welcomes Roman Villard, CPA, founder of Full Send Finance and co-founder of Full Send Design. The conversation kicks off with a focus on the importance of consistency in achieving success across various endeavors, including social media and business. Roman shares insights from his experienc…

1
Scaling Down Post Covid and Designing the Ideal Lifestyle, w/Jeremy Wells 23:30

20d ago23:30

23:30

In this episode of Growing Your Firm, host David Cristello welcomes Jeremy Wells, EA and CPA, owner of JWellsCFO and Chief Operating Officer Steadfast Bookkeeping. Jeremy Wells is a distinguished entrepreneur and financial expert, recognized for his innovative approach to accounting and business strategy. He has dedicated his career to empowering s…

1
How Did this Firm Owner 2X Revenue Without Burning Out? w/Logan Graf 27:27

1M ago27:27

27:27

In this episode of Growing Your Firm, host David Cristello interviews Logan Graff, a virtual CPA firm owner (The Graf Tax Co. PLLC) based in Central Texas and a rising star on YouTube. Logan Graff is a dynamic and innovative figure in the accounting industry, known for his unique approach to running a virtual CPA firm and his engaging content creat…

1
Doubling Revenue to $2M within 12 Months of Acquisition w/Patrick Dichter's 31:23

1M ago31:23

31:23

In this episode of the Growing Your Firm Podcast, host David Cristello welcomes Patrick Dichter, the owner of an acquisition engine specializing in acquiring accounting firms. And owner of Appletree Business Services, a modern accounting and tax firm for small businesses. The conversation delves into Patrick's successful strategies for acquiring fi…

1
AI's Impact on Tax Research and More w/ Piritta Van Rijn 24:21

2M ago24:21

24:21

In this episode of Growing Your Firm, host David Cristello welcomes Piritta Van Rijn, the Global Head of Product and SVP for the accounting tax and practice division at Thomson Reuters. They delve into the exciting potential of AI and generative AI for firm owners, discussing how these technologies can free up time and enhance the expertise of exis…

1
How to Spin Out and Grow a Wealth Management Firm W/Michelle Neiswender, CFP 19:41

2M ago19:41

19:41

On this episode of Growing Your Firm, host David Cristello interviews Michelle Neiswender, CFP the founder and CEO of FIRE Wealth Management. Michelle shares insights from her experience in the wealth management industry, offering valuable lessons applicable across different sectors. As a fee-only certified financial planner, Michelle specializes i…

1
300 Client Consults in Year 1? Learn How and More w/ Max Minsker 29:39

3M ago29:39

29:39

On this episode of Growing Your Firm, David Cristello interviews Max Minsker, the founder and CEO of Bookmate, a remote accounting firm. Max shares insights into his journey of establishing Bookmate, focusing on tax returns and bookkeeping services. The discussion delves into his unique approach to packaging and pricing, highlighting his atypical p…

1
Talent Crunch!? This Guy Has 500 Accounting Candidates Ready for Hire 28:49

3M ago28:49

28:49

In this episode of the Growing Your Firm podcast, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Laurence Whittam, the Managing Director at Impact Global Solutions. Laurence specializes in helping CPA firms build successful outsourced teams. The discussion delves into the evolving landscape of the industry, where the challenge …

1
AI in Accounting, How to Offboard Clients, Optimizing Your Firm w/Billy Angelo 38:14

4M ago38:14

38:14

In this episode, host David Cristello interviews Billy Angelo, the managing partner of Angelo and Associates, who brings over 20 years of experience in the accounting industry. Billy shares insights on steering small businesses, specifically private practice owners, towards financial clarity and success. They discuss topics such as off-boarding cli…

1
3 Things Holding Back the Accounting Industry w/Seth Fineberg 37:37

4M ago37:37

37:37

Today's guest, Seth Fineberg, a veteran in the accounting industry and founder of Accountants Forward, shares insights on how firm leaders can lead by example to move the profession forward. He discusses his career journey and current services, emphasizing the importance of instituting positive practices in the industry. Tune in to learn from Seth'…

1
7 Accounting Firm Acquisitions in Nine Years w/ Cory Gayman, CPA 31:31

4M ago31:31

31:31

On this episode of Growing Your Firm, host David Cristello welcomes Cory Gayman, CPA, the CEO/CFO/Founder of JCG Tax & Advisory Firm. Cory shares insights on establishing common ground with entrepreneurs, addressing the accounting talent shortage, improving accounting efficiencies, and navigating the world of virtual firms. Tune in for valuable tip…

1
Moving from Local to National, Designing Culture for Working Moms, Acquisition Offers w/Katie Lilly 22:54

4M ago22:54

22:54

In this episode of the Growing Your Firm Podcast, host David Cristello welcomes back Katie Lilly of Lillyfield Accounting Solutions. Katie discusses the transformative changes her firm has undergone since her last appearance on the show, pre-COVID. She shares insights on her firm's transition from serving primarily local clients to expanding region…

1
Building Diverse Accounting Teams, Vaca's During Tax Season, & More w/ Nayo Carter-Gray 31:54

5M ago31:54

31:54

On this episode of Growing Your Firm, host David Cristello welcomes back Nayo Carter-Gray, owner of 1st Step Accounting. Nayo, an enrolled agent and Advanced Certified QuickBooks Online Pro Advisor, is known for making accounting less taxing. The conversation also covers the importance of diversity and inclusion in various aspects of business, sett…

1
Hitting $800K in Year 1, Building Culture, and more w/ Randy Crabtree 29:50

5M ago29:50

29:50

In this episode of Growing Your Firm, host David Cristello interviews Randy Crabtree, a top influencer in the accounting industry. Randy, co-founder of Tri-Merit, discusses R&D, tax credits, and cost segregation, sharing insights on the success of his firm. Tune in for a valuable conversation on creating a culture of value and importance in the wor…

1
Eliminating Your Way to Growth, Packaging Services, & Pivoting Towards Success w/ Jessica Zoraida 26:24

5M ago26:24

26:24

In this episode of Growing Your Firm, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Jessica Zoraida, a Latina entrepreneur and CEO of Big Picture Results. Jessica shares her journey of being self-taught, launching her firm, and navigating various pivots and transitions. Big Picture Results is an accounting and tax company dedi…

1
CAS vs. CAAS vs. Profit First w/ Ron Saharyan 27:52

6M ago27:52

27:52

On this episode of Growing Your Firm, host David Cristello welcomes back Ron Saharyan, co-founder of Profit First Professionals. They explore the concept of value pricing and its importance in pricing services based on the value provided. The conversation delves into various topics, with a promise of exciting announcements between Jetpack and Profi…

1
Unlocking the Secrets of Advisory, Niching Down, and Communication w/ Geni Whitehouse 28:44

6M ago28:44

28:44

In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristello welcomes back Geni Whitehouse, founder of The Impactful Advisor and Information Technology Alliance (ITA) president, who specializes in the wine industry. Geni, also known as the Countess of Communication and author of "How to Make a Boring Subject Intere…

1
Building a Family Firm, Tax Planning, and Process Best Practices w/ Samantha Santaniello 23:04

7M ago23:04

23:04

Today's episode features Samantha Santaniello, partner at R.S.K Tax & Consulting. Samantha discusses the importance of setting boundaries to manage time effectively as a business owner. Host David Cristello explores topics like systems and processes for scaling a firm, balancing work and family life, and utilizing AI transcription tools. Tune in to…

1
Hitting $1.5M in 36 months (And Selling the Firm) 34:51

7M ago34:51

34:51

Summary In this episode of Growing Your Firm, host David Cristello interviews Jordan Sublette, the CEO and founder of Cloud Accounting Staffing. Jordan shares his journey of building and selling his firm, and dives into the world of outsourcing talent. They discuss the challenges of talent crunches and how Jordan navigated through them. Tune in to …

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

7M 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
Is AI Overhyped? Is CAS a Necessity? These Questions and More w/ Daniel Hood 41:18

7M 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…

1
Working 2 Hours / Week, Running a $1.6M Firm, and Rapping with Scotty Scarano 37:11

7M 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…

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

8M 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
Scaling Payroll Services to 7 Figures w/ Tyler Winn 21:55

8M 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
Launching a CFO Advisory Firm, Ditching Digital Marketing, and Growth w/ Fred Tate 33:24

8M 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
Behind the Scenes of a Large CAS Practice w/ Kane Polakoff 29:42

9M 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
How to Scale with Workflow, M&A, & Niching Down w/ Tammy Little 29:03

9M 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
Buying Out Partners, Implementing Workflow, and Referral Systems to 2X Growth 23:11

10M 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

10M 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

11M 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…

1
How to Run a Successful Virtual Accounting Firm w/Lisa Wolfson Jones 20:52

11M 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 …

1
From Launch to Exit: Navigating the Acquisition Process w/ Pawel Brzeminski 32:12

11M 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…

1
Why You SHOULD Get Into Form 1040 Services w/ Trina Rozen 28:40

11M 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…

1
Stop Buying Accounting Firms, Do This Instead w/ Stephanie Mack 22:54

12M 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

1y 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

1y 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…

1
Navigating the Talent Crisis in Firms and the Impact of TurboTax Live 39:06

1y 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

1y 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

1y 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

1y 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

1y 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

1+ y 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

1+ y 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…

1
Pipe Dreams with Don Emery 22:12

1+ y 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…

1
Everything You Need to Know About Buying or Selling an Accounting Firm with Brannon Poe 26:16

1+ y 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 …

1
Thinking Through the Future with Colleen Gillam-Judd 21:31

1+ y ago21:31

21:31

Today we talk through how to think about your own wealth. The listener should be asking themselves a simple question: How are you thinking about the wealth YOU are creating? We welcome Colleen, a Certified Financial Planner, at IG Wealth Management on today’s show. Colleen shares a wealth of knowledge (literally) about her experiences in the financ…

1
The Components of Momentum with Jeff Jacobs 23:13

1+ y ago23:13

23:13

Today we welcome back guest Jeff Jacobs where we talk through some interpersonal conversation that dives much deeper than the accounting business itself. Jeff and David cover momentum, self assessment, breaking chains, and much more. Jeff is a returning guest on our podcast where we previously covered client acquisition, retention, and expansion. J…

1
Hiring Secrets from a 90-Person (Remote) Accounting Firm 30:31

1+ y ago30:31

30:31

Shauna is a returning guest on our show. She is the owner of Tax Goddess Business Services ® and a certified tax coach. Shauna also acts as an author, speaker, and investor. Skilled in many and all things, learn more about Shauna’s career here. Today we welcome back a well thought and experienced guest, Shauna Wekherlien, CPA and founder of Tax God…

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Jetpack Workflow Podcasts

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