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

In this episode of the Growing Your Firm podcast, host David Cristello welcomes Jesse and Tom from FinOptimal, a company that uniquely combines accounting services with innovative QuickBooks applications designed specifically for accountants. 

The conversation delves into their dual business model, exploring how they balance service and product development in the competitive accounting landscape. Jesse and Tom share insights into their journey in building accounting software, the challenges they face, and their vision for the future of their company. 

Tune in to discover how FinOptimal is reshaping the accounting industry and learn valuable lessons on managing a multifaceted business.

Direct download: GYF_064_Jess_and_Tom_1-23-25_AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

In this episode of the Grow Your Firm Podcast, host David Cristello welcomes Shannon Weinstein, the CFO for small businesses transitioning from seven to eight figures and President of Keep What You Earn

Shannon shares her unique approach to hiring, emphasizing the importance of crafting compelling job descriptions that sell the company to prospective candidates. With over 120 applicants for her last two job openings, she highlights the need to view recruitment from a sales perspective. 

Throughout the conversation, Shannon discusses her firm’s philosophy on time tracking, stating they do not track time and explaining how this principle has shaped their operations. 

Additionally, she reveals her efficient work schedule, averaging 25 to 35 hours per week, and offers insights into building a successful CFO practice. Tune in for valuable tips on hiring, firm management, and achieving work-life balance.

Direct download: GYF_063_Shannon_W_1-9-25_AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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