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Episodes
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 hours ago
2 hours ago
10 min
What if adding more clients isn't the answer to feeling maxed out? I break down four things that quietly tend to cap a firm's growth.

3 days ago
3 days ago
11 min
There's a marketing tool many firm owners skip because they're too busy listing services. Turns out it might be the most persuasive thing you're not doing.

5 days ago
5 days ago
13 min
The discovery call is where margins get set and clients get qualified — and some common patterns tend to undermine both more than people realize.

Aug 7, 2026
Aug 7, 2026
12 min
Worried AI is going to take your clients? It might be worth asking which ones — and being honest about what that answer actually looks like.

Aug 5, 2026
Aug 5, 2026
11 min
Accommodating every type of client might sound like good business — but it's nearly impossible to pull off and could be hurting your growth.

Aug 3, 2026
Aug 3, 2026
12 min
What does MrBeast's early growth habit have to do with running an accounting firm? More than you might expect — and it's simpler than it sounds.

Jul 31, 2026
Jul 31, 2026
13 min
When a firm owner has all the right pieces in place and is still struggling badly, the real problem is rarely where you'd expect to find it.

Jul 29, 2026
Jul 29, 2026
11 min
AI is splitting firms onto two very different paths right now, and the outcome really isn't the same for both of them, not even close.

Jul 27, 2026
Jul 27, 2026
9 min
When things feel stuck, the instinct is almost always to reach for a new tool or process. I think that's the wrong move to make first.

Jul 24, 2026
Jul 24, 2026
10 min
Prices on your website, or not? I don't think it's a simple yes or no, and the wrong answer might be repelling good clients.
