Podcast Episodes

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 transf…

6 hours ago

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 thei…

1 week ago

Half a Million in Six Months: How to Transform Firm Value

Bill and Chris Murphy increased their firm's value by half a million dollars in six months. They weren't desperate to sell, just ready to work reason…

2 weeks ago

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 Brenna…

3 weeks ago

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, …

4 weeks ago

The State of CPA Firm M&A: Private Equity, Timing & the Headline Offer Trap

Private equity is flooding into accounting, but taking an offer because of the flashy number on the table isn’t always the best decision.

In this cros…

1 month ago

The Readiness Test: How to Know If You're Ready to Sell Your Firm

Selling your accounting firm is a major life transition and that often comes with an emotional tax that proper strategy can mitigate.

Lisa Handziak, w…

1 month, 3 weeks ago

AI Won't Replace CPAs. It'll Free Them to Do Work That Actually Matters

The firms winning with AI aren't the ones implementing every tool they can find. They're the ones being strategic about what actually moves the needl…

2 months, 1 week ago

Why Now Is the Perfect Time to Build a Firm That Prioritizes Mentorship with Yuri Kapilovich

In this episode, Yuri (aka "The Fun CPA") explains why now is the perfect time to build the kind of firm where people genuinely want to work. He's sp…

2 months, 3 weeks ago

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 an…

3 months ago