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

In this episode of Growing Your Firm, host David Cristello welcomes Alyssa J. Dillon, a fellow entrepreneur who shares her inspiring journey of starting her own business. 

The conversation kicks off with Alyssa recounting the pivotal moment when she decided to quit her job and explore the possibility of working for herself after receiving a side accounting request. 

As they dive deeper, Alyssa and David discuss the essential elements of building a successful firm, including the importance of marketing and sales processes. 

Listeners can expect insights into quickly gaining traction, making strategic pivots, and offering advisory services, all while sharing in the excitement of the entrepreneurial roller coaster. Tune in for an engaging and informative ride!

Direct download: GYF_068_Alyssa_3-27-25_AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

In this episode of Growing Your Firm, host David Cristello welcomes Kelly Mann, co-founder and CEO of AuditMiner. Kelly shares her journey of launching her own CPA firm, a decision that surprised her given her background in audit and the male-dominated landscape of firm ownership. 

She discusses the challenges of changing firm culture and her desire to build a business that aligns with her authentic self. The conversation delves into her experiences in the accounting profession, the shift to entrepreneurship, and her focus on 401k solutions. 

Tune in to explore Kelly's insights on starting a firm, selling a firm, and the development of innovative software in the accounting space.

Direct download: GYF_068_Kelly_3-13-25_AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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