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

In this episode of Growing Your Firm, host David Cristello welcomes Dave Olsen, founder of an accounting firm and Nimbl Staffing. Dave shares his unique journey in the accounting industry, discussing the success of his staffing service and his exciting new venture into IT services for accounting firms.

The conversation delves into the strategies behind building a solid foundation for business growth, including the structures necessary for launching new services. Listeners will gain insights into the process of expanding a business and the importance of having the bandwidth to innovate.

Tune in to discover how Dave navigates the challenges of running multiple services and what it takes to thrive in the accounting world.

Direct download: GYF_06272025_-_Dave_Olsen.mp3
Category:Accounting,accountant,CPA -- posted at: 1:00pm EST

In this episode of Growing Your Firm, host David Crostello welcomes back Geoff Bruskin, founder of White Tiger Connections, to discuss the evolving landscape of talent in the accounting profession. Geoff shares insights from his extensive experience in mergers and acquisitions (M&A) for CPA firms, emphasizing the growing importance of talent acquisition and retention in today's market. He outlines the dual trends of M&A and talent, as well as the impact of technology on these areas.

Additionally, Geoff introduces his recent venture into business brokerage, helping CPA clients sell their businesses, further enhancing the services offered to the accounting community. Tune in for a thought-provoking conversation that explores how firms can leverage talent and technology to thrive in a competitive environment.

Geoff Bruskin is a distinguished figure in the realm of mergers and acquisitions (M&A) within the accounting profession, known for his innovative approach to talent acquisition and business growth strategies. As the founder and leader of White Tiger Connections, Geoff has dedicated his career to facilitating transactions that empower CPA firms to thrive in an increasingly competitive landscape. His expertise extends beyond M&A; he is also a recognized authority in recruiting for the CPA profession, helping firms not only to grow through acquisitions but also to build robust teams that drive sustainable success.

Direct download: Geoff_Bruskin_audio.mp3
Category:Accounting,accountant,CPA -- posted at: 8:44am EST

1