Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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

Are you an accounting firm owner, managing partner, or CPA starting a firm who wants to achieve rapid growth without losing your sanity? In this episode of Growing Your Firm, host David Cristello sits down with Ben Curtis, co-founder and CEO of Good Measure Financial. Ben shares the inside story of how his firm transitioned from a slow, intentional build to adding 4 full-time employees in just 90 days during a massive growth spurt. Whether you are an operations manager looking for better workflow systems or a leader interested in the Entrepreneurial Operating System (EOS), this episode provides a tactical roadmap for scaling a remote-first accounting business. What You'll Learn in This Episode: 1. The 50/50 Partnership Model: How Ben manages a firm with a "fractional" co-founder while maintaining clear role definitions and a healthy 50/50 ownership split. 2. EOS Lite for Accounting Firms: Why Ben uses the Vision Traction Organizer (VTO) and L10 meetings to keep his team of 10 aligned, and what parts of EOS he chose to discard. 3. Capacity & Production KPIs: A deep dive into why Good Measure Financial still tracks time and how they use Effective Hourly Rate and Actuals vs. Budget to protect profit margins. 4. Smoothing the Workflow: Tactics for implementing weekly workflows to eliminate the "peak and valley" stress of month-end close. 5. Founder-Led Sales & Relationship Deposits: How Ben's long-term "relational deposits" led to a flood of new clients from churches and nonprofits.

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.

If your firm's growth has hit a plateau, you might be looking for answers in outsourcing or capital infusions. However, Jennifer Wilson suggests a different perspective: the primary constraint facing firm leaders today is the people-power behind the work. Success in the modern landscape is less about the "how" and entirely about the "who." Check out the blog here to learn more.

Discover why industry leaders are feeling more optimistic than ever about the future of professional accounting. This roundtable discussion explores a pivotal shift from a culture of burnout toward one centered on high-value advisory and long-term client success. The experts dive into how emerging technologies like AI can automate compliance tasks and free up practitioners for strategic leadership roles. By embracing modern business models and intentional change management, firms can unlock new opportunities for growth and personal satisfaction.

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

Growing accounting firms often misdiagnose turnover and capacity issues. Erin Daiber explains why these problems usually start at the partner level, how trust breakdowns create hidden churn, and what firms must fix first before hiring or offshoring. The firms that stabilize fastest focus on leadership alignment, clear expectations, and disciplined workflows. Resources: Erin Daiber's LinkedIn - linkedin.com/in/cpacoacherin

On an episode of the Growing Your Firm podcast, David Cristello spoke with William Hamilton IV, founder of SmartPath, about why pricing problems often sit underneath many operational issues firms experience. William has spent more than a decade studying how accounting firms price services and where those models tend to break down. Rather than focusing on theory, the conversation centered on how firms can think more clearly about pricing, packaging, and value in real client situations.