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

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 gain insights on building a successful firm and leveraging outsourcing effectively.

What you'll learn

The listener will learn about the journey of Jordan Sublette, CEO and founder of Cloud Accounting Staffing, including building his firm, outsourcing talent, structuring a sale, and navigating the world of outsourcing.

Direct download: GYF_037_4-25-24_AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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 resemble therapeutic sessions. By asking open-ended questions about clients' businesses and aspirations, accountants can foster a deeper connection and provide greater value.

Adam also delves into the importance of CFO advisory services as a scalable way for accountants, CPAs, bookkeepers, and enrolled agents to grow their firms and increase their earnings. The episode discusses the rise of advisory services in the accounting industry, from integration in mid-market firms to adoption by smaller practices as a lucrative service offering.

Listeners will learn about the importance of asking clients questions to get them talking, the benefits of adding CFO advisory services to accounting firms, and the current state of advisory services in the industry.

Direct download: GYF_036_4-18-24_Audio.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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 and the role of technology in shaping the industry.

The listener will learn about the evolution of accounting firms, advisory services, trends in the accounting profession, and the impact of AI on the industry.

Direct download: GYF_035_4-11-24_AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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 approach to the accounting industry.

The listener will learn about Scotty Scarano, his journey from rap to running a profitable firm, growth strategies, challenges faced, importance of trust in a team, holding employees accountable, saying no to certain opportunities, staying on the same page with team members, mindset of business owners when selling a firm, incentivizing growth, performing rap at accounting conferences, and OKR.

Direct download: GYF_034_4-4-24_AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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