
Future Firm Accounting Podcast
294 episodes — Page 1 of 6
Free Up Time in Your Firm by Stopping These 4 Things
“You're Too Expensive" and What It Actually Means
The Real Cost of Being a Control Freak
How I Learned to Sell as an Introvert (And Why You Can Too)
What AI Agents Can Actually Do for Your Firm
Two Simple Fixes That Will Immediately Improve Your Sales Process
The Blind Spot Every Firm Owner Has (And How to Fix It)
Why Fully Cloud Firms Work Less and Earn More, At Least Based on This Poll
Stop Pricing From a Spreadsheet (Do This Instead)
The Fine Line Between Clever Marketing and Flat-Out Trickery
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Ep 263How to Make Your Team More Accountable
Accountability starts with clarity. Three components that get you 80% there without the heavy documentation lift.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.