Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals – Details, episodes & analysis

Growing accounting firms often misdiagnose turnover and capacity issues. Erin Daiber explains why these problems usually start at the partner level, how trust breakdowns create hidden churn, and what firms must fix first before hiring or offshoring. The firms that stabilize fastest focus on leadership alignment, clear expectations, and disciplined workflows.

Resources:

Erin Daiber's LinkedIn - linkedin.com/in/cpacoacherin

On an episode of the Growing Your Firm podcast, David Cristello spoke with William Hamilton IV, founder of SmartPath, about why pricing problems often sit underneath many operational issues firms experience. William has spent more than a decade studying how accounting firms price services and where those models tend to break down.

Rather than focusing on theory, the conversation centered on how firms can think more clearly about pricing, packaging, and value in real client situations.

In this episode of Growing Your Firm, host David Cristello welcomes K.C. Eames, the Director of Client Accounting Services at Dark Horse CPAs. The conversation delves into the complexities of pricing in client accounting services (CAS) and the nuances that make it both an art and a science.

K.C. shares insights about the unique structure of Dark Horse CPAs, contrasting it with traditional accounting firms that operate on a pyramid model.

The episode emphasizes the importance of understanding both the quantifiable and intuitive aspects of pricing, particularly as firms navigate the evolving landscape of CAS best practices. 

Tune in to discover valuable strategies for enhancing your firm's operations and achieving your goals faster.

Today, the founder and CEO of Jetpack Workflow, David Cristello is back with another solo cast to cover another hard topic that permeates the accounting industry - marketing. 

Most firms grow through word of mouth and thrive because they have specialized packages for a particular customer. This is ideal, but after a while, you need to have a system for acquiring new clients on a regular basis. This is achieved through consistent marketing. 

With a reliable flow of new clients each month, you'll have more accurate forecasting and can measure your capacity and get ahead on a hiring strategy. 

Today's episode will cover a few tactics for creating a sound marketing strategy.

Today, the founder and CEO of Jetpack Workflow, David Cristello is reflecting on a quote from Marcus Lemonis, host of the reality TV show The Profit. In the show, Marcus would go into small businesses and assess the three P's: People, Process, and Product.

He'd determine where the biggest issues were and help the owners make corrections. 

Typically, the people (staff) were great, and when they weren't, it was obvious they needed to go. If this were the case, he'd advise the owners to get rid of them quickly so the rest of your team can perform at a higher level. 

From there, he would assess how to get their products (which were also usually great) out of the door. This led him to a philosophy that resonates with David and many firm owners: "Look at processes before you look at the people." 

Oftentimes, confusion and lack of growth within your staff isn't a result of the people, but a byproduct of a bad process. It leads your staff to a lot of wasted time trying to figure out what needs to be done, on top of all of the other work they are trying to complete. Eventually, burnout is the result.

Today, founder and CEO of Jetpack Workflow, David Cristello is discussing a simple tactic that's easy to implement and can improve profits but is often ignored—raising your prices.

Raising prices is a sensitive topic and plenty of firm owners struggle with when and how to do it. However, if you aren't evaluating your prices frequently, you are likely underselling your clients.

However when you implement a new pricing strategy, you'll elevate profits and your client base and have a better work/life balance as you scale.

In this special solocast episode, David Cristello, founder and CEO of Jetpack Workflow and host of the Growing Your Firm Podcast, discusses the ONE THING you need to do right after your busy season.