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

In this episode of Growing Your Firm, host  David Cristello interviews Lisa Wolfson-Jones, owner and CPA at Mac-L Associates. Lisa shares the benefits of having client information ahead of meetings and how it helps create more effective discussions. 

They also discuss running a virtual firm and serving small businesses, particularly sole proprietors and entrepreneurs. 

Lisa launched Mac-L Associates in 2010, and they provide accounting services for small businesses and individuals. Tune in to learn more about Lisa's journey and insights for growing a successful accounting firm.

This episode is sponsored by LiveFlow.

LiveFlow empowers you with flexible, powerful reporting tools to create customized dashboards that meet your specific needs. Connect to all your clients’ QuickBooks accounts and import their financial reports from QuickBooks into Google Sheets in no time. Learn more and book your demo here.

Direct download: with_ad_GYF_025_Lisa_Wolfson_AUDIO_12-21-23.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

Pawel Brzeminski is the founder and CEO of Snap Projections. Pawel has achieved great success in launching, growing, and successfully exiting his company. He has a strong ethos of reaching acquisition scale and shares insights on the unexpected process of getting acquired.

In this episode, host David Cristello interviews Pawel Brzeminski, the founder and CEO of Snap Projections. Pawel shares his journey of launching, growing, and successfully exiting his company. He discusses why he chose not to raise money from venture capitalists and instead opted for an acquisition. 

Pawel also provides insights into the process of reaching a scale where the company becomes an acquisition target and shares his experiences afterward. Tune in to learn from Pawel's story and his successful arc with Snap Projections.

Direct download: GYF_020_AUDIO_With_AD.mp3
Category:general -- posted at: 5:00am EDT

In this episode of Growing Your Firm, host David Cristello interviews Trina Rozen, owner of Trina Rozen CPA. They discuss various topics, including unique ways Trina has structured her firm, pricing strategies, making tax prep profitable, and her opinions on the coaching community. Trina shares insights on dealing with challenging clients and finding success as a solo practitioner in South Pasadena, California. Tune in for an entertaining and informative conversation.

In this episode, we talk about Trina’s experiences with tax preparation and running her firm. But we also dive into some of the following topics: 

  • The benefits of offering 1040 tax services as a CPA

  • Her approach to managing workload during tax season

  • The importance of having a well-organized workflow process

  • Dealing with weird returns and customer service challenges

  • Acquiring and integrating firms 

  • Considerations when buying CPA firms

  • Using Jetpack for technology workflow

  • Challenges of tax season and client organization

Direct download: GYF_023_AUDIO_Trina_Rozen.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT