In this episode of Growing Your Firm, host David Cristello welcomes Jeremy Wells, EA and CPA, owner of JWellsCFO and Chief Operating Officer Steadfast Bookkeeping. 

Jeremy Wells is a distinguished entrepreneur and financial expert, recognized for his innovative approach to accounting and business strategy. He has dedicated his career to empowering small businesses and solopreneurs through comprehensive tax planning and strategic business advisory services.

Jeremy specializes in tax planning and business strategy for small businesses and has been active in the field since 2018. 

Before his accounting career, he spent a decade as a college instructor. The conversation delves into Jeremy's unique approach to business, which emphasizes a subscription-based model rather than traditional billing methods, making his services accessible to small businesses and individuals starting their entrepreneurial journeys. 

Listeners can expect insights into navigating the challenges of running a business during the COVID-19 pandemic, along with Jeremy's expertise shared through his substack, J. Wells Tax, and his roles in various professional organizations. Tune in for valuable advice on tax strategy and business planning tailored for small businesses.

In this episode of Growing Your Firm, host David Cristello interviews Logan Graff, a virtual CPA firm owner (The Graf Tax Co. PLLC) based in Central Texas and a rising star on YouTube. 

Logan Graff is a dynamic and innovative figure in the accounting industry, known for his unique approach to running a virtual CPA firm and his engaging content creation on platforms like YouTube and Twitter.

Logan shares his journey of starting his firm at the age of 30 and the challenges he faced, including pricing his services competitively despite having less experience than some of his peers. 

The conversation delves into Logan's unique approach to content creation, his rapid growth on YouTube, and the lessons he's learned while building his successful firm. 

Tune in to discover valuable insights on firm management, pricing strategies, and leveraging social media to enhance your business.

In this episode of the Growing Your Firm Podcast, host David Cristello welcomes Patrick Dichter, the owner of an acquisition engine specializing in acquiring accounting firms. And owner of Appletree Business Services, a modern accounting and tax firm for small businesses. 

The  conversation delves into Patrick's successful strategies for acquiring firms, his approach to client mix, and how his model differs from conventional accounting practices. 

With a focus on efficiency and client care, Patrick emphasizes the importance of flexibility and performance-based compensation in the workplace. Tune in to discover valuable insights on navigating the accounting landscape and achieving growth through strategic acquisitions.

Client selection is vital for maintaining profitability and operational efficiency in accounting firms. As discussed in the podcast episode with Patrick Dichter, a firm's approach to client selection can have significant downstream implications for pricing, compensation, fulfillment, and overall capacity.