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Future Firm Accounting Podcast

Future Firm Accounting Podcast

294 episodes — Page 1 of 6

Free Up Time in Your Firm by Stopping These 4 Things

May 14, 202610 min

“You're Too Expensive" and What It Actually Means

May 12, 202611 min

The Real Cost of Being a Control Freak

May 7, 202611 min

How I Learned to Sell as an Introvert (And Why You Can Too)

May 4, 202612 min

What AI Agents Can Actually Do for Your Firm

Apr 30, 202610 min

Two Simple Fixes That Will Immediately Improve Your Sales Process

Apr 27, 202610 min

The Blind Spot Every Firm Owner Has (And How to Fix It)

Apr 23, 20269 min

Why Fully Cloud Firms Work Less and Earn More, At Least Based on This Poll

Apr 20, 202610 min

Stop Pricing From a Spreadsheet (Do This Instead)

Apr 16, 202610 min

The Fine Line Between Clever Marketing and Flat-Out Trickery

Apr 13, 202611 min

Ep 285How to Find a New Team Member Fast (When You Need One Yesterday)

Speed and quality don't have to be mutually exclusive when hiring. The right approach can make a real difference in how this plays out.

Apr 9, 202611 min

Ep 284The One Thing Missing From Your Firm's Marketing

Your marketing might be accurate — but is it effective? Many firm owners are stuck at level one without knowing it.

Apr 6, 202610 min

Ep 283What's a Good Profit Margin for Your Firm? (The Honest Answer)

A 40% profit margin might look great on paper. But depending on what it's costing you to generate it, the reality could be very different.

Apr 2, 20269 min

Ep 282The Tax Advisor Who Made Me Use ChatGPT Instead

What happens when a client finds AI more helpful than the advisor they're paying? I recently found out firsthand — and it wasn't a good sign.

Mar 30, 202610 min

Ep 281How Being Yourself Beats Any Marketing Strategy (With Real Examples)

Does your marketing actually sound like you — or could it have been written by anyone? It might be worth taking an honest look.

Mar 26, 20269 min

Ep 280How I Moved My Team From AI Optional to AI Required

Have you had an honest conversation with your team about AI yet? It might be more overdue than you think.

Mar 23, 20269 min

Ep 279Add This One Feature to Every Package in Your Firm

Your firm already does something clients would pay more for. They just don't know it yet.

Mar 19, 20269 min

Ep 278How to Stop Being the Bottleneck in Your Accounting Firm

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

Mar 16, 202614 min

Ep 277The 2 AI Apps Every Firm Should Be Using Daily

There are still firms that haven't touched AI. If that's you, these two tools are a simple way to get going.

Mar 12, 20269 min

Ep 276The Fear of Raising Prices Is Real (Here’s How To Do It)

Charging more is something a lot of firm owners avoid. But there's a way to approach it that makes the conversation easier than you'd expect.

Mar 9, 20269 min

Ep 275Simple Marketing Wins for When Revenue Feels Tight

When revenue gets tight, going on offense with some simple marketing tends to beat pulling back. You might not have tried these tactics yet.

Mar 5, 20269 min

Ep 274How I Chose Software at My Firm (Without Losing My Mind)

Every software tool looks great in a demo. There's a simple way to narrow down what really matters before you start shopping, and it could save you a lot of time.

Mar 2, 202610 min

Ep 273Grow Your Accounting Firm? 4 Reasons It’s Worth It

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.

Feb 26, 202611 min

Ep 272Stop Discounting Your Services

Discounting feels like a smart way to grow. But there's a cost that many firm owners don't see until it's too late.

Feb 23, 202610 min

Ep 271Sometimes Business Isn't About ROI

You can't optimize everything all the time. Here's why leaving room for joy might be what your firm actually needs.

Feb 19, 202610 min

Ep 270Why the Billable Hour Might Make a Comeback

I've argued against the billable hour for years. But AI might be changing the math on what clients actually value most.

Feb 16, 202610 min

Ep 269Tolerating Poor Performance Is Hurting Everyone

What's really happening when you delay addressing performance issues on your team? The answer isn't just about one person.

Feb 12, 20269 min

Ep 268Turn Your Tax Organizers Into a Marketing Tool

Busy season doesn't have to mean putting growth on hold. Here's how to generate business using forms you're already sending out.

Feb 9, 202611 min

Ep 267The Secret to Job Postings That Actually Attract A-Players

Job postings that only list tasks tend to attract mediocre candidates. A-players are usually looking for something more.

Feb 5, 202610 min

Ep 266Why Nobody Wants Your Changes (And What to Do About It)

Getting pushback when you try to implement something new? One shift in how you communicate could change everything.

Feb 2, 20269 min

Ep 265Unicorns Aren't Real (So Stop Looking for One)

Can't find the right hire? You might be asking one person to do too much. Here's a better approach.

Jan 29, 20268 min

Ep 264Lean Into Your Strengths (And Let Go of Everything Else)

What happens when something in your business isn't working? I made a hard call last year—here's what it taught me.

Jan 26, 202611 min

Ep 263How to Make Your Team More Accountable

Accountability starts with clarity. Three components that get you 80% there without the heavy documentation lift.

Jan 22, 202610 min

Ep 262You're Probably Stressing About the Wrong Things

A lot of firm owners stress over things that don't matter long-term. These mindset shifts help you zoom out and breathe.

Jan 19, 20269 min

Ep 261How I Stopped Employee Churn by Hiring Differently

Skills can be taught. Attitudes can't. Here's how hiring for the right attitudes dropped my churn dramatically.

Jan 15, 202610 min

Ep 260Why Successful Firm Owners Say No to Almost Everything

Every new AI tool feels urgent. FOMO makes you reactive. Here's the framework to stay focused and build something real.

Jan 12, 202611 min

Ep 259Building a Quality Offshore Team That Actually Works

Offshoring isn't just about cutting costs. Here are five tips for building a quality offshore team that actually delivers.

Jan 8, 202614 min

Ep 258The F.I.R.M. Delegation System - How I Learned to Let Go (The Hard Way)

Everything I thought only I could do, someone else handled in eight months. Here's the delegation system that freed me completely.

Jan 5, 202616 min

Ep 257Stop Tracking Everything, Focus on These Two Numbers Instead

I built two profitable businesses by ignoring most metrics everyone else tracks. Here's what I focused on instead.

Jan 3, 202610 min

Ep 256My 2025 Year in Review: What Worked, What Didn't, and What I Learned

Best revenue year yet, but hardest year of my life. Here's my honest look back at 2025 and what I learned.

Dec 29, 202514 min

Ep 255Why My Future Firm Team Is Mostly Based in the Philippines

Most of my team is in the Philippines—one of the best decisions I've made. Here's why it works and how to do it right.

Dec 27, 202510 min

Ep 254How to Plan for 2026 Without Overcomplicating It

Many firm owners work more but aren't happier. This planning exercise helps you figure out what you want from 2026—and how to get it.

Dec 22, 202511 min

Ep 253The Role Clarity Framework That Eliminates Constant Questions

Why does your team come to you for every decision? It's not a people problem—it's a clarity problem. Here's how to solve it.

Dec 18, 202511 min

Ep 252Why Some Things That Matter Most Don't Scale

Not everything in business should scale. I share what happened when my former junior kept a tradition I started—and what it taught me about legacy.

Dec 15, 20259 min

Ep 251How to Grow Your Firm Over the Holidays (By Doing Less)

Disconnecting during the holidays makes your firm stronger, not weaker. Discover five ways on how you can help yourself and your team by doing less.

Dec 11, 20259 min

Ep 250Mid-6-Figure Bottleneck: When to Hire Your First Senior Resource

There's a fork in the road every mid-6-figure firm faces. One path leads to growth, the other keeps you grinding for years.

Dec 8, 202510 min

Ep 249Why You Need to Ignore What Other Firm Owners Are Doing

One invisible habit is quietly destroying your confidence as a firm owner. Learn how to protect your progress and stay focused on what actually matters.

Dec 4, 20258 min

Ep 248What AI Will Never Be Able to Do (And Why That's Your Advantage)

A 14-second silence during a coaching call revealed something unexpected about the future of accounting. Here's what happened next.

Dec 1, 202512 min

Ep 2476 Ways to Remove Yourself from Client Relationships

The busiest firm owners are stuck to their clients. Discover six strategies to break free and build a firm that runs without you.

Nov 27, 202511 min

Ep 246The Simple Practice That Prevents Burnout in Accounting Firms

Burnout doesn’t always come from workload—it often comes from what you don’t do. Discover a simple practice that helps firm owners stay energized.

Nov 24, 202512 min