Today on the Growing Your Firm Podcast, David Cristello sits down with guest Kane Polakoff, a principal client advisory services practice leader at CohnReznick. They delve into the world of client advisory services, discussing how to scale it, the tech stack involved, and the execution for high performance. 

Kane’s extensive experience working with various organizations in advisory capacities brings a wealth of knowledge to the conversation. Join them on this exciting journey into the realm of client advisory services.

The listener will learn about client advisory services, scaling, tech stack, executing in a high-performance manner, focus on verticals, building proposals, collaborating with clients, communication, coordination, capacity building, API automation, financial metrics, resource allocation, talent crunch, and industry insights.

In this insightful episode of Growing Your Firm, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Tammy D. Little, CEO and founder of the FTC Group. The discussion centers around Tammy's journey from working as a controller/CFO for a large construction firm to launching her own firm, the FTC Group. 

Tammy shares her experiences in creating effective systems and processes for her business, as well as her strategies for team resourcing that includes both onshore and offshore components.

Listeners will learn about the tools and technologies that Tammy and her remote team utilize to manage tasks for clients, such as using Loom for video instructions and Jetpack Workflow for task management and recurring job assignments. 

Tammy also recounts how a request from a tax accountant to help clean up a client's messy books led her to realize her passion for details and problem-solving, which ultimately sparked the beginning of her entrepreneurial journey.

Join us as we explore Tammy's transition from full-time employment to entrepreneurship, her passion for fixing complex problems, and her commitment to developing a scalable, systemized approach to running a successful firm in the accounting and finance industry.

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.

In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristello interviews Jennifer Ryan, the owner of Bookkeeping Direct.

Jenny shares her journey from initially joining the firm as a contractor to eventually buying the business in 2016. She highlights the company's impressive growth of 140% in the past year and discusses how the firm expanded its staff to four members.

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.