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An actionable podcast designed for accounting firm owners and partners. Each episode provides listeners with one-quick actionable lesson or takeaway that will help them scale a systematic firm that improves their lifestyle.
An actionable podcast designed for accounting firm owners and partners. Each episode provides listeners with one-quick actionable lesson or takeaway that will help them scale a systematic firm that improves their lifestyle.
Episodes

2 days ago
2 days ago
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.

6 days ago
6 days ago
Does your marketing actually sound like you — or could it have been written by anyone? It might be worth taking an honest look.

Sunday Mar 22, 2026
How I Moved My Team From AI Optional to AI Required
Sunday Mar 22, 2026
Sunday Mar 22, 2026
Have you had an honest conversation with your team about AI yet? It might be more overdue than you think.

Wednesday Mar 18, 2026
Add This One Feature to Every Package in Your Firm
Wednesday Mar 18, 2026
Wednesday Mar 18, 2026
Your firm already does something clients would pay more for. They just don't know it yet.

Sunday Mar 15, 2026
How to Stop Being the Bottleneck in Your Accounting Firm
Sunday Mar 15, 2026
Sunday Mar 15, 2026
Feeling stuck as the bottleneck in your firm? There are usually three things behind it, and all of them are fixable.

Wednesday Mar 11, 2026
The 2 AI Apps Every Firm Should Be Using Daily
Wednesday Mar 11, 2026
Wednesday Mar 11, 2026
There are still firms that haven't touched AI. If that's you, these two tools are a simple way to get going.

Sunday Mar 08, 2026
The Fear of Raising Prices Is Real (Here’s How To Do It)
Sunday Mar 08, 2026
Sunday Mar 08, 2026
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.

Wednesday Mar 04, 2026
Simple Marketing Wins for When Revenue Feels Tight
Wednesday Mar 04, 2026
Wednesday Mar 04, 2026
When revenue gets tight, going on offense with some simple marketing tends to beat pulling back. You might not have tried these tactics yet.

Sunday Mar 01, 2026
How I Chose Software at My Firm (Without Losing My Mind)
Sunday Mar 01, 2026
Sunday Mar 01, 2026
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.

Wednesday Feb 25, 2026
Grow Your Accounting Firm? 4 Reasons It’s Worth It
Wednesday Feb 25, 2026
Wednesday Feb 25, 2026
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.
