Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Jetpack Workflow · David Cristello
Show overview
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals has been publishing since 2014, and across the 12 years since has built a catalogue of 403 episodes. That works out to roughly 210 hours of audio in total. Releases follow a fortnightly cadence.
Episodes typically run twenty to thirty-five minutes — most land between 25 min and 38 min — though episode length varies meaningfully from one episode to the next. None of the episodes are flagged explicit by the publisher. It is catalogued as a EN-language Business show.
The show is actively publishing — the most recent episode landed yesterday, with 27 episodes already out so far this year. The busiest year was 2021, with 47 episodes published. Published by David Cristello.
From the publisher
Growing Your Firm is the top podcast for ambitious firm owners to find tips, tactics, and strategies on how to grow their firm (or practice). In this podcast we'll be interviewing unique thought leaders in accounting, tax, and bookkeeping about topics including: practice management, marketing, social media, succession planning, partner relations, hiring, pricing, and much more.
Latest Episodes
View all 403 episodesBuilding an AI Accounting Firm, 50% Yearly Growth, and Client Onboarding | AJ Zepeda
How This CPA Firm Built a 250 Employee Practice | Toby Kommer
How to Scale Your CPA Firm Beyond Referrals | Expert Panel
Why the Lie About AI Will Hurt Your CPA Firm | Preston Cardwell
How Expert CAS Leaders Scale Accounting Operations | Panel Masterclass
How This Solo CPA Built a $500k Firm | Angel Zhen
How AI Will Kill the Billable Hour in CPA Firms | Ron Baker
How AI Will Kill the Billable Hour in CPA Firms | Ron Baker
How to Safely Implement AI in a CPA Firm | Jan Haugo
How Firms Are Reaching 7x EBITDA
Building an $8M Impact Hyper Local CPA Practice
CPA Firm Succession and Profitability Blueprint | Ira Rosenbloom
How to Build and Sell a 2M CPA and Law Firm | Mike Payne
Solo CPA to $290k Revenue | Yuri Kapilovich
How This CPA Built and Sold a 2M Accounting Firm with Adam Shay
The Referral Strategy That Took This Accounting Firm From 0 to $10M in 7 Years with Joe Manganelli
How to Scale Your Firm Without New Hires with Isaac Perdomo
How to Build a 90% Automated Accounting Firm
MEGA API IS HERE
The M&A Shift Toward Adjusted EBITDA Margins
Are you building a firm to last, or building it to sell? Whether you're a CPA starting a firm or a Managing Partner eyeing retirement, understanding the current M&A (Mergers & Acquisitions) landscape is critical for your largest wealth-generation tool: your practice. In this episode of Growing Your Firm, host Dave Cristella sits down with Doug Lewis, Managing Director at The Visionary Group, to pull back the curtain on how buyers are actually evaluating accounting and bookkeeping firms in 2026. From the impact of Private Equity (PE) to the "sticky revenue" of Client Accounting Services (CAS), Doug breaks down the metrics that determine your firm's valuation. In this episode, we discuss: 1. The Shift in Valuation: Why firms are moving away from gross revenue multiples and toward Adjusted EBITDA. 2. The CAS Premium: Why Client Accounting Services and outsourced bookkeeping are trading for higher multiples than traditional audit or tax. 3. The Talent Shortage & M&A: How the pipeline shortage is moving "Talent" to the #1 spot on buyer wishlists. 4. The "Layover Test": Why culture alignment is the first thing that kills a deal (and how to spot red flags early). 5. Internal Succession Stress Testing: What to do when your "locked-in" successors have other plans (like opening a tiki bar in Thailand). 6. Staying Fiercely Independent: Why selling isn't the only path and how to build value even if you never plan to exit. Featured Guest: Doug Lewis Take control of your practice: Optimize your workflow with Jetpack Workflow: https://bit.ly/4bj4a0H 🚀 Sign up for a 14-day free trial to Jetpack Workflow! https://app2.jetpackworkflow.com/auth/login 🚀 Stay Connected: Subscribe for bi-weekly stories from firm owners and modern accounting strategies. 👋 Say hi on social Facebook: https://www.facebook.com/jetpackworkflow LinkedIn: https://www.linkedin.com/company/jetpackworkflow Twitter: https://x.com/jetpackworkflow Instagram: https://www.instagram.com/jetpack_workflow/# 🎙 Listen to Growing Your Firm Podcast Apple Podcasts: https://podcasts.apple.com/us/podcast/growing-your-firm-strategies-for-accountants-cpas-bookkeepers/id923004172 Spotify: https://open.spotify.com/show/6MauXYaHFyS0rlb6L3Qb1U Stitcher: https://www.stitcher.com/podcast/jetpack-workflow/growing-your-firm