Explore every episode of the podcast 7 Figure Accountant Podcast

Despite no public accounting background or CPA to his name, Daniel Gertrudes runs GrowthLab, a multi-million-dollar finance business serving startups, founders, and fast-moving companies.  

What’s his story? 

After 15 years in corporate America leading M&A and restructuring work, Daniel took a leap into entrepreneurship. In 2015, he acquired a small bookkeeping firm—what followed was nearly a decade of transformation.  

He turned an old-school, hourly-billed practice into a future-focused operation offering bookkeeping, tax, FP&A, HR services, and even its own AI automation team. 

In this candid conversation, Daniel shares the highs, the hard lessons, and the heavy moments with TopFirm CEO and host Nick Sinclair. He talks about buying out the firm, overhauling team structure, and completely rebuilding the culture when things hit breaking point. 

In this episode, you’ll learn: 

💡 Why bookkeeping and accounting firms are cashflow businesses at their core—and how to build around that truth 

🔁 How Daniel led two major business reinventions to modernize systems, pricing, and service delivery 

🧠 Why staying competitive today means thinking beyond compliance—and preparing for what AI is already changing 

Whether you’ve acquired a firm, are leading one through change, or you're rethinking your future business model—Daniel’s story is packed with insight and real-world takeaways you can use now. 

From 100-hour workweeks to building a firm with 40 team members across two continents — Zane Stevens has built something truly unique in the accounting world. 

Originally from South Africa, Zane moved to California and started his firm in 2014 with just a handful of clients and no formal marketing plan. Fast forward to today, and his firm, Protea Financial, serves over 170 wineries with $3.6M in annual revenue — all while operating fully remote, with a hybrid US–South Africa team structure. 

In this episode of the 7 Figure Accountant podcast, Zane shares how he: 

• Transitioned from doing it all to building a business that thrives without him 
• Doubled down on the wine industry and created deep operational expertise 
• Replaced himself in every area — from delivery to leadership — without sacrificing growth 
• Built a high-performing business focused on people, systems, and long-term sustainability 

Whether you're niching down or trying to step out of the day-to-day, tune in now to hear Nick Sinclair’s conversation with Zane. It’s packed with lessons for firm owners who are ready to roadmap their scaling strategy. 

“You’ve scaled your business, but you haven’t scaled yourself.”

Stop getting buried. Start building a business that you love.

Nick Sinclair shares the challenges he faced in the early years of his accounting business. He often found himself stretched too thin, taking on more hours a day. How did he free himself from the cycle of working more as his firm expanded? In this short snippet, he breaks down his key learnings, from mastering delegation to building high-performance teams. The real secret? Stepping away from technical work. Tune in to find out more.

Access our FREE guide, detailing our 5-step framework to scale your way to success without the burnout in The Accountant's Leverage Ladder https://top-firm.com/leverage-ladder/

At 26 years old, Davie Mach started his accounting career in his brother’s bedroom with just a computer.

How did he transform it into a 7-figure business—reaching his first million in his 3RD YEAR?

In today’s episode, 35-year-old Founder and Director of Box Advisory Services, Davie Mach, walks us through his journey of building a niche online business fueled by smart marketing. Tune in to learn how he leveraged his cadetship experience, digital marketing strategies, and competitive advantages as a small business.

Follow Davie Mach:

FB & TikTok: @boxadvisory

IG: @d.mach

The 7 Figure Accountant Podcast is here! Most accounting firms never break the 7 figure revenue mark—but some do, and we’re here to find out exactly how. Join me as I interview top firm owners who’ve scaled to $1M+, balancing profitability and growth. Subscribe now to catch our 1st episode launching on February 19th!

No clients. No savings. No clear roadmap. At 26 years old, Andrew Van De Beek took a massive leap—quitting his accounting job without any immediate prospects or plans. Fast forward to today, he’s built Illumin8, one of Australia’s most modern and people-first accounting firms, while successfully stepping out of daily operations. 

In this episode of the 7 Figure Accountant podcast, Andrew sits down with TopFirm CEO and host Nick Sinclair to share the bold decisions, brand strategies, and leadership lessons that helped him scale his firm beyond seven figures. 

You’ll learn: 

✅ Why most accounting firms fail to scale—and how to avoid their mistakes. 

✅ How to create a brand that attracts the right clients (and repels the wrong ones). 

✅ The mindset shift that took Andrew from being stuck in the work to leading his business. 

✅ How he built a firm that runs without him—and why you should aim for the same. 

If you’ve ever wondered how to build a firm that thrives without you, attract high-value clients, and finally step into a true leadership role, this episode is your blueprint. Don’t miss it! 

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At just 29 years old, Katy LaBarbera left her small-town job at a firm to start her own accounting practice with nothing but determination and a vision.  

Despite launching during the 2007-2008 recession, her firm continued to thrive because businesses needed financial guidance. What started as a solo operation quickly grew beyond her expectations, fueled by strong client relationships and a relentless commitment to excellence. To date, she’s scaled her firm past the seven-figure mark, proving that success isn’t limited by geography—it’s driven by mindset, strategy, and persistence. 

In this episode of the 7 Figure Accountant podcast, Katy shares her journey from early struggles to thriving success with TopFirm CEO and host Nick Sinclair, including: 

✅ The mindset shift that helped her scale her firm 

✅ How she transitioned from solo practice to a thriving team 

✅ The importance of cloud technology in building a modern firm 

✅ Hiring strategies that created a high-performing, values-driven team 

✅ Why not niching down actually worked for her business 

For an inspirational and motivational story of beating the odds and building a thriving accounting firm with grit and persistence, don’t miss this episode. 🎧💡 

Your highest-paying clients aren’t your most profitable clients. 

Many accounting firms fail to review their client base with a keen eye. The cost? Underpricing, scope creep, and wasted capacity.  

In this week's episode, host Nick Sinclair breaks down a critical yet overlooked tactic—evaluating your client base—to ensure you’re serving the right clients at the right price. 

This isn’t just theory. This is the process that helps firms grow past the seven-figure mark while working less, not more. 

By the end of the episode, you’ll know: 

✅ Why 99% of firms haven’t reviewed their client base in years (and why you need to) 

✅ The three client categories—Ideal, Potential, and Non-Ideal—and what to do with each 

✅ The biggest mistake firm owners make—confusing high revenue with high profitability 

✅ How to increase revenue without adding a single new client 

✅ The simple pricing fix that will instantly improve your bottom line 

Do you find your firm struggling to keep up with client demands but not seeing the profit to match? Then this episode is for you. Nick will show you exactly how to review, optimize, and restructure your client base so you can scale profitably—without adding more work to your plate. Tune in now!

“You don’t need to grow a massive firm. You need a firm that works for you.” 

In this episode of the Seven Figure Accounting Podcast, we sit down with award-winning accountant and firm owner of All In Advisory, Aly Garrett, to uncover how she built a thriving, cloud-based firm while maintaining work-life balance and a strong company culture. Garrett comes from a family of accountants and spent 25 years working across various accounting firms before breaking off on her own. 

Aly shares the key mindset shifts and strategic decisions that allowed her to scale her firm quickly, automate processes, and retain top-tier talent—all while working part-time from day one. 

Here are just a few insights you’ll take away from this episode: 

✅ The power of niching down—Why being selective about your clients leads to faster growth and higher profitability. 

✅ Scaling without burnout—How Aly built an automated, cloud-first firm that runs without her being in the trenches. 

✅ Hiring the right way—The crucial mistake she made with hiring and how she turned it around with a top-down approach. 

✅ Leveraging outsourcing the smart way—How offshoring enabled her firm to scale efficiently without bloated overhead. 

✅ Building a business by design—How she intentionally structured her firm to align with her personal and professional goals. 

Looking for ways to build a rock-solid team, and reclaim your time? You won’t want to miss this conversation. 

Most accounting firms make a critical mistake—they don’t regularly review their client base for profitability. The result? Wasted time, underpriced services, and clients that drain your resources instead of fueling your firm’s growth. 

In this episode of 7 Figure Accountant Tactics, we reveal a proven client review strategy that top firms use to scale smarter. You'll learn: 

• The three-bucket system for sorting clients into ideal, potential, and non-ideal categories 
• Why revenue per client is a vanity metric, and average hourly rate is the real measure of profitability 
• How to increase revenue without taking on new clients—just by optimizing your existing book 
• The steps to confidently let go of legacy clients who no longer fit your firm 

If you’ve been feeling stuck serving the wrong clients or underpricing your work, this episode is packed with actionable insights to help you scale your firm the right way. 

How do you take a small family accounting firm and turn it into a $1.3M powerhouse—without working 80-hour weeks? That's what TopFirm CEO and host of 7 Figure Accountant Nick Sinclair asked Nick Boscia of Boscia and Boscia PC this week. 

In this episode of the 7 Figure Accountant, Nick shares the strategies, mindset shifts, and new systems that helped him grow his firm by 118% in just 5 years. 

💡 What you'll learn in this episode: 

✅ How Nick transitioned from paper files to a tech-powered, scalable firm 

✅ The pricing strategy that helped him double revenue while serving fewer clients 

✅ Why upfront billing changed everything for cash flow and client retention 

✅ How hiring strategically freed up his time to focus on high-value work 

✅ The Balanced CPA mindset—scaling without sacrificing personal life 

Nick’s journey proves that firm owners don’t have to burn out to grow a successful practice. If you’re stuck in the grind and looking for real, actionable strategies to scale your accounting firm, this episode is a must-listen. 

When you're trying to build a business that can grow from $1 to $5M in revenue and beyond, the right divisions and structures are critical. 

Join 7 Figure Accountant host and TopFirm CEO Nick Sinclair in this weekly tactic where he breaks down the five tactical moves that transformed his seven-figure accounting firm. He shares how he did everything from building dedicated divisions to empowering high-performance teams.  

Listen now to discover practical tactics that you can implement today to build a business that runs seamlessly—even when you're not in the office. 

Ryan Bakke broke away from the traditional accountant’s path of working at a Big Four firm. After a year at Deloitte, he pivoted to launching a CPA firm focused on helping a targeted niche of real estate investors. His goal? Helping others build their wealth. 

“I decided that I didn't want to help the everyday person, but I wanted to help the person in their family that was going to change their family tree.” 

How did he pivot from a conventional accounting career to build a fully remote business that raked in over $3 million in revenue—all while redefining what success looks like in the accounting world? 

In today’s episode of the Seven Figure Accounting Podcast, 26-year-old trailblazer and founder Ryan Bakke reveals his journey of turning passion into profit. Tune in to learn how he harnessed digital marketing, strategic mentorship, and innovative systems to scale his firm—and create a lifestyle built on freedom and flexibility. 

Follow Ryan Bakke: 

LinkedIn: https://www.linkedin.com/in/ryanbakkecpa 

X: https://x.com/@ryanbakkecpa 

Instagram: https://instagram.com/@ryanbakkecpa