In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristillo sits down with Tyler Winn, the founder and CEO of Cirrus Payroll. Tyler shares his journey of falling into the payroll business in 2012 and subsequently building a seven-figure firm that specializes in processing payroll for small businesses. Alongside running Cirrus Payroll, Tyler operates a coaching business for accountants called Payroll Profits (Formally, Winning with Payroll), where he debunks the myth that payroll services are inherently unprofitable and unpleasant to manage. He discusses the benefits of separating payroll services from an existing accounting firm, which can lead to a symbiotic relationship between the two entities and provides opportunities for cross-marketing services. The episode aims to help accounting firms understand how they can grow by incorporating payroll services and leveraging them as a strategic tool for expansion.

On this episode of Growing Your Firm, host David Cristello interviews Fred Tate, the Managing Director of CFO Shield. Fred discusses how CFO Shield takes a consultative approach to create tailored solutions for clients, offering fractional CFO services along with bookkeeping and payroll support. Fred also emphasizes the importance of understanding and meeting individual client needs, showcasing the unique approach of the firm. Tune in to learn more about how CFO Shield stands out in the industry and prioritizes client service. You will learn about the importance of connecting people together to create an ecosystem, launching a CFO firm, as well as how CFO Shield tailors solutions to specific client needs and provides a variety of services including bookkeeping and payroll.

Today on the Growing Your Firm Podcast, David Cristello sits down with guest Kane Polakoff, a principal client advisory services practice leader at CohnReznick. They delve into the world of client advisory services, discussing how to scale it, the tech stack involved, and the execution for high performance.  Kane’s extensive experience working with various organizations in advisory capacities brings a wealth of knowledge to the conversation. Join them on this exciting journey into the realm of client advisory services. The listener will learn about client advisory services, scaling, tech stack, executing in a high-performance manner, focus on verticals, building proposals, collaborating with clients, communication, coordination, capacity building, API automation, financial metrics, resource allocation, talent crunch, and industry insights.

In this insightful episode of Growing Your Firm, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Tammy D. Little, CEO and founder of the FTC Group. The discussion centers around Tammy's journey from working as a controller/CFO for a large construction firm to launching her own firm, the FTC Group.  Tammy shares her experiences in creating effective systems and processes for her business, as well as her strategies for team resourcing that includes both onshore and offshore components. Listeners will learn about the tools and technologies that Tammy and her remote team utilize to manage tasks for clients, such as using Loom for video instructions and Jetpack Workflow for task management and recurring job assignments.  Tammy also recounts how a request from a tax accountant to help clean up a client's messy books led her to realize her passion for details and problem-solving, which ultimately sparked the beginning of her entrepreneurial journey. Join us as we explore Tammy's transition from full-time employment to entrepreneurship, her passion for fixing complex problems, and her commitment to developing a scalable, systemized approach to running a successful firm in the accounting and finance industry. This episode is sponsored by LiveFlow. LiveFlow empowers you with flexible, powerful reporting tools to create customized dashboards that meet your specific needs. Connect to all your clients’ QuickBooks accounts and import their financial reports from QuickBooks into Google Sheets in no time. Learn more and book your demo here.

In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristello interviews Jennifer Ryan, the owner of Bookkeeping Direct. Jenny shares her journey from initially joining the firm as a contractor to eventually buying the business in 2016. She highlights the company's impressive growth of 140% in the past year and discusses how the firm expanded its staff to four members. This episode is sponsored by LiveFlow. LiveFlow empowers you with flexible, powerful reporting tools to create customized dashboards that meet your specific needs. Connect to all your clients’ QuickBooks accounts and import their financial reports from QuickBooks into Google Sheets in no time. Learn more and book your demo here.

In this episode of Growing Your Firm, David Cristello interviews Brad Schuchardt, founder of BTBK Accounting Services. Brad specializes in providing full-service accounting solutions to restaurants, offering accurate financial information and strategic business insight.  They discuss Brad's journey into his niche, marketing strategies, and scaling up his firm. They also touch on the importance of building a strong team and partnerships.  This episode is sponsored by LiveFlow. LiveFlow empowers you with flexible, powerful reporting tools to create customized dashboards that meet your specific needs. Connect to all your clients’ QuickBooks accounts and import their financial reports from QuickBooks into Google Sheets in no time. Learn more and book your demo here.

In this episode of the Growing Your Firm Podcast, host David Cristello interviews James E. Heyward, the principal at Heyward CPA. They dive into the world of technology and discuss the apps and tools that are working well for James' firm, as well as those that aren't.  They also touch on the importance of using a support desk for client communication and setting expectations for response times. Tune in to learn about the marketing technology landscape and gain insights on how to optimize your firm's tech stack. This episode is sponsored by LiveFlow. LiveFlow empowers you with flexible, powerful reporting tools to create customized dashboards that meet your specific needs. Connect to all your clients’ QuickBooks accounts and import their financial reports from QuickBooks into Google Sheets in no time. Learn more and book your demo here.

In this episode of Growing Your Firm, host  David Cristello interviews Lisa Wolfson-Jones, owner and CPA at Mac-L Associates. Lisa shares the benefits of having client information ahead of meetings and how it helps create more effective discussions.  They also discuss running a virtual firm and serving small businesses, particularly sole proprietors and entrepreneurs.  Lisa launched Mac-L Associates in 2010, and they provide accounting services for small businesses and individuals. Tune in to learn more about Lisa's journey and insights for growing a successful accounting firm. This episode is sponsored by LiveFlow. LiveFlow empowers you with flexible, powerful reporting tools to create customized dashboards that meet your specific needs. Connect to all your clients’ QuickBooks accounts and import their financial reports from QuickBooks into Google Sheets in no time. Learn more and book your demo here.

Pawel Brzeminski is the founder and CEO of Snap Projections. Pawel has achieved great success in launching, growing, and successfully exiting his company. He has a strong ethos of reaching acquisition scale and shares insights on the unexpected process of getting acquired. In this episode, host David Cristello interviews Pawel Brzeminski, the founder and CEO of Snap Projections. Pawel shares his journey of launching, growing, and successfully exiting his company. He discusses why he chose not to raise money from venture capitalists and instead opted for an acquisition.  Pawel also provides insights into the process of reaching a scale where the company becomes an acquisition target and shares his experiences afterward. Tune in to learn from Pawel's story and his successful arc with Snap Projections.

In this episode of Growing Your Firm, host David Cristello interviews Trina Rozen, owner of Trina Rozen CPA. They discuss various topics, including unique ways Trina has structured her firm, pricing strategies, making tax prep profitable, and her opinions on the coaching community. Trina shares insights on dealing with challenging clients and finding success as a solo practitioner in South Pasadena, California. Tune in for an entertaining and informative conversation. In this episode, we talk about Trina’s experiences with tax preparation and running her firm. But we also dive into some of the following topics:  The benefits of offering 1040 tax services as a CPA Her approach to managing workload during tax season The importance of having a well-organized workflow process Dealing with weird returns and customer service challenges Acquiring and integrating firms  Considerations when buying CPA firms Using Jetpack for technology workflow Challenges of tax season and client organization