Tag: how do i grow my accounting firm

How a $1.5M Firm Grew to $7M Organically with Jason Ackerman
Jason Ackerman, Co-Managing Partner at BNA Advisors, helped grow the firm from a $1.5 million firm to over $7 million organically, without acquiring a single practice. He joined his father’s

How To Get A 4-Day Weekend During Tax Season
Chip Summers worked 2,900 hours a year for over 25 years. Every Saturday. Some Sundays. Always behind. Then he made a series of decisions that transformed his firm. He raised

How Niching Down to Veterinarians Built a 15X Practice
Greg Toner kept only his best clients, raised prices, picked one niche, and grew his practice 15X. While many CPAs accept any business that comes their way, Greg found success

What makes an Accounting Firm Prosper? Key Insights From Helping Hundreds of Firm Owners
Part of the Power of Focus Mini-Series What really separates great accounting firms from the rest? That question is what led Brannon Poe and Ian Brennan to put together this

Navigating the Sale of a CPA Practice From a Seller Turned Intermediary
Barbara Agerton flunked retirement. After selling her California CPA practice, she thought she’d ride off into the sunset with her husband. Instead, she got bored, picked up the phone, and

Why Now Is the Perfect Time to Build a Firm That Prioritizes Mentorship with Yuri Kapilovich
The best time to build a different kind of accounting firm? Right now, while everyone else is panicking about the talent shortage. Students are avoiding accounting careers, and it’s not

The Retention Advantage: How CPA Firms Win the Talent Game
If your best accountants are walking out the door, it’s probably not about the money. In this episode, Tim Schurrer (CEO of David Novak Leadership and author of “The Secret

Building an Offshore Staffing Strategy for your CPA Firm with Nick Sinclair
In this episode, we sit down with returning guest Nick Sinclair, founder and chairman of TOA Global, one of the largest accounting outsourcing companies in the world. Nick shares the
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