Explore every episode of the podcast Future Firm Accounting Podcast
| Title | Pub. Date | Duration | |
|---|---|---|---|
| The Next Phase of AI in Accounting is Here | 12 Jun 2026 | 00:11:02 | |
AI tools of today are viewed as something to help you think faster. The next phase is AI that actually does things for you — and it's already here for firm owners to explore. | |||
| Your Clients Don't Care About You | 10 Jun 2026 | 00:08:58 | |
Are you selling your process or selling the outcome? The difference could be affecting the clients you attract and what you're able to charge. | |||
| Episode 300: There's a Window After Busy Season (Most Firms Miss It) | 08 Jun 2026 | 00:10:12 | |
June is one of the most important months for accounting firms — and one of the most wasted. Here's how to actually make the most of it. | |||
| The Document That Changed How My Team Operates | 04 Jun 2026 | 00:11:36 | |
Episode resources: https://docs.google.com/document/d/1L3v1Xg0qiBhDQKroi5Qf73hWUvG4yOA0RQvbxOBizc0/edit?usp=sharing — Many firm owners say they want to delegate, but haven't defined what ownership actually looks like for each person on their team. I share the exact framework we used at Future Firm — including why I needed it applied to myself first — and how it could help reduce the constant escalations you might be dealing with right now. | |||
| Why Your Firm Feels Directionless (And How to Fix It) | 01 Jun 2026 | 00:09:51 | |
If your team keeps coming to you for direction on things that should be obvious, vision might be what's actually missing. Here's why it matters. | |||
| What Your Price Says About Your Firm | 28 May 2026 | 00:11:10 | |
Pricing isn't just a number—it's a signal. Here's what your price might be telling prospects about your firm before the conversation even starts. | |||
| Don’t Get More Leads in Your Accounting Firm Until You Fix This | 25 May 2026 | 00:09:41 | |
Pouring more leads into a leaky funnel just makes things worse. Here's what to fix first before bolstering your marketing activities. | |||
| The Senior Accounting Hire You Can Actually Afford | 21 May 2026 | 00:11:26 | |
Stuck, overworked, and can't afford the hire that would fix it? There might be a path forward that doesn't require perfect margins first. | |||
| Why Most Firm Owners Quit Marketing Too Early | 18 May 2026 | 00:11:37 | |
Digital marketing is harder than ever in 2026—but that doesn't mean it's not worth it. Here's what winning at it actually tends to require. | |||
| Free Up Time in Your Firm by Stopping These 4 Things | 14 May 2026 | 00:10:55 | |
There are four things quietly eating your time as a firm owner. Getting out of them could change how fast—and how freely—your firm grows. | |||
| “You're Too Expensive" and What It Actually Means | 12 May 2026 | 00:11:41 | |
Price objections can feel personal, but they often point to something fixable. Here's what might actually be going on in those conversations. | |||
| The Real Cost of Being a Control Freak | 07 May 2026 | 00:11:01 | |
A lot of firm owners are unknowingly the biggest bottleneck in their own business. Here's what that tends to look like—and what to do about it. | |||
| How I Learned to Sell as an Introvert (And Why You Can Too) | 04 May 2026 | 00:12:19 | |
Many introverted firm owners assume sales just isn't for them. This episode—and the Profitable Packages Workshop—might change that: futurefirm.co | |||
| What AI Agents Can Actually Do for Your Firm | 30 Apr 2026 | 00:10:11 | |
AI agents could meaningfully change what your firm is capable of. Learn more here: https://futurefirm.co/ai-agents-in-accounting/ | |||
| Two Simple Fixes That Will Immediately Improve Your Sales Process | 27 Apr 2026 | 00:10:56 | |
The first thing a prospect sees from your firm could shape whether they stick around. Here's how to make it work in your favor. | |||
| The Blind Spot Every Firm Owner Has (And How to Fix It) | 23 Apr 2026 | 00:09:16 | |
The higher you get in your firm, the less honest feedback you tend to get. That gap can be costly — and it's more fixable than you might think. | |||
| Why Fully Cloud Firms Work Less and Earn More, At Least Based on This Poll | 20 Apr 2026 | 00:10:38 | |
A poll of 150 firm owners revealed a clear gap between fully cloud, partially cloud, and not cloud firms — in hours worked and profit margins. | |||
| Stop Pricing From a Spreadsheet (Do This Instead) | 16 Apr 2026 | 00:10:36 | |
A pricing formula can tell you what a service costs to deliver. What it can't tell you is what a client is actually willing to pay. | |||
| The Fine Line Between Clever Marketing and Flat-Out Trickery | 13 Apr 2026 | 00:11:23 | |
Bold marketing can work — but not all of it earns attention the right way. There's a version of standing out that could actually be costing you trust. | |||
| How to Find a New Team Member Fast (When You Need One Yesterday) | 09 Apr 2026 | 00:11:23 | |
Speed and quality don't have to be mutually exclusive when hiring. The right approach can make a real difference in how this plays out. | |||
| The One Thing Missing From Your Firm's Marketing | 06 Apr 2026 | 00:10:40 | |
Your marketing might be accurate — but is it effective? Many firm owners are stuck at level one without knowing it. | |||
| What's a Good Profit Margin for Your Firm? (The Honest Answer) | 02 Apr 2026 | 00:09:42 | |
A 40% profit margin might look great on paper. But depending on what it's costing you to generate it, the reality could be very different. | |||
| The Tax Advisor Who Made Me Use ChatGPT Instead | 30 Mar 2026 | 00:10:05 | |
What happens when a client finds AI more helpful than the advisor they're paying? I recently found out firsthand — and it wasn't a good sign. | |||
| How Being Yourself Beats Any Marketing Strategy (With Real Examples) | 26 Mar 2026 | 00:09:42 | |
Does your marketing actually sound like you — or could it have been written by anyone? It might be worth taking an honest look. | |||
| How I Moved My Team From AI Optional to AI Required | 23 Mar 2026 | 00:09:40 | |
Have you had an honest conversation with your team about AI yet? It might be more overdue than you think. | |||
| Add This One Feature to Every Package in Your Firm | 19 Mar 2026 | 00:09:59 | |
Your firm already does something clients would pay more for. They just don't know it yet. | |||
| How to Stop Being the Bottleneck in Your Accounting Firm | 16 Mar 2026 | 00:14:04 | |
Feeling stuck as the bottleneck in your firm? There are usually three things behind it, and all of them are fixable. | |||
| The 2 AI Apps Every Firm Should Be Using Daily | 12 Mar 2026 | 00:09:41 | |
There are still firms that haven't touched AI. If that's you, these two tools are a simple way to get going. | |||
| The Fear of Raising Prices Is Real (Here’s How To Do It) | 09 Mar 2026 | 00:09:57 | |
Charging more is something a lot of firm owners avoid. But there's a way to approach it that makes the conversation easier than you'd expect. | |||
| Simple Marketing Wins for When Revenue Feels Tight | 05 Mar 2026 | 00:09:20 | |
When revenue gets tight, going on offense with some simple marketing tends to beat pulling back. You might not have tried these tactics yet. | |||
| How I Chose Software at My Firm (Without Losing My Mind) | 02 Mar 2026 | 00:10:31 | |
Every software tool looks great in a demo. There's a simple way to narrow down what really matters before you start shopping, and it could save you a lot of time. | |||
| Grow Your Accounting Firm? 4 Reasons It’s Worth It | 26 Feb 2026 | 00:11:27 | |
Not every firm owner wants to grow. But if you've been on the fence about it, this one might help you think it through. | |||
| Stop Discounting Your Services | 23 Feb 2026 | 00:10:59 | |
Discounting feels like a smart way to grow. But there's a cost that many firm owners don't see until it's too late. | |||
| Sometimes Business Isn't About ROI | 19 Feb 2026 | 00:10:17 | |
You can't optimize everything all the time. Here's why leaving room for joy might be what your firm actually needs. | |||
| Why the Billable Hour Might Make a Comeback | 16 Feb 2026 | 00:10:11 | |
I've argued against the billable hour for years. But AI might be changing the math on what clients actually value most. | |||
| Tolerating Poor Performance Is Hurting Everyone | 12 Feb 2026 | 00:09:35 | |
What's really happening when you delay addressing performance issues on your team? The answer isn't just about one person. | |||
| Turn Your Tax Organizers Into a Marketing Tool | 09 Feb 2026 | 00:11:02 | |
Busy season doesn't have to mean putting growth on hold. Here's how to generate business using forms you're already sending out. | |||
| The Secret to Job Postings That Actually Attract A-Players | 05 Feb 2026 | 00:10:18 | |
Job postings that only list tasks tend to attract mediocre candidates. A-players are usually looking for something more. | |||
| Why Nobody Wants Your Changes (And What to Do About It) | 02 Feb 2026 | 00:09:30 | |
Getting pushback when you try to implement something new? One shift in how you communicate could change everything. | |||
| Unicorns Aren't Real (So Stop Looking for One) | 29 Jan 2026 | 00:08:48 | |
Can't find the right hire? You might be asking one person to do too much. Here's a better approach. | |||
| Lean Into Your Strengths (And Let Go of Everything Else) | 26 Jan 2026 | 00:11:29 | |
What happens when something in your business isn't working? I made a hard call last year—here's what it taught me. | |||
| How to Make Your Team More Accountable | 22 Jan 2026 | 00:10:08 | |
Accountability starts with clarity. Three components that get you 80% there without the heavy documentation lift. | |||
| You're Probably Stressing About the Wrong Things | 19 Jan 2026 | 00:09:57 | |
A lot of firm owners stress over things that don't matter long-term. These mindset shifts help you zoom out and breathe. | |||
| How I Stopped Employee Churn by Hiring Differently | 15 Jan 2026 | 00:10:15 | |
Skills can be taught. Attitudes can't. Here's how hiring for the right attitudes dropped my churn dramatically. | |||
| Why Successful Firm Owners Say No to Almost Everything | 12 Jan 2026 | 00:11:03 | |
Every new AI tool feels urgent. FOMO makes you reactive. Here's the framework to stay focused and build something real. | |||
| Building a Quality Offshore Team That Actually Works | 08 Jan 2026 | 00:14:07 | |
Offshoring isn't just about cutting costs. Here are five tips for building a quality offshore team that actually delivers. | |||
| The F.I.R.M. Delegation System - How I Learned to Let Go (The Hard Way) | 05 Jan 2026 | 00:16:18 | |
Everything I thought only I could do, someone else handled in eight months. Here's the delegation system that freed me completely. | |||
| Stop Tracking Everything, Focus on These Two Numbers Instead | 03 Jan 2026 | 00:10:52 | |
I built two profitable businesses by ignoring most metrics everyone else tracks. Here's what I focused on instead. | |||
| My 2025 Year in Review: What Worked, What Didn't, and What I Learned | 29 Dec 2025 | 00:14:44 | |
Best revenue year yet, but hardest year of my life. Here's my honest look back at 2025 and what I learned. | |||
| Why My Future Firm Team Is Mostly Based in the Philippines | 27 Dec 2025 | 00:10:39 | |
Most of my team is in the Philippines—one of the best decisions I've made. Here's why it works and how to do it right. | |||