Episode Details

From 3 people to 18. From one city to 10 states. From doing all the work to building a team that runs without you. Jeremy Eckert from Trail CPA has done what most firm owners are still trying to figure out, and in this episode, he breaks down exactly how it happened.

In this conversation, Jeremy sits down with us for an honest reflection on what it really takes to grow a remote accounting firm at speed, make the right hires at the right time, and gradually step back from the day-to-day without the wheels falling off.

✅ Why building remote from day one gave Trail CPA an edge most firms are still chasing 

✅ What nearly doubling in size two years in a row actually feels like from the inside 

✅ The hiring decision that changed everything and why they almost didn't make it 

✅ Why getting both partners aligned was the real turning point in their growth journey 

✅ How following a proven framework saved them from years of costly trial and error 

✅ What work-life balance actually looks like when you stop being the one holding everything together

If you have been grinding through tax season after tax season, wondering when things will get easier, this episode is your reminder that the right system and the right support can change the trajectory of your firm faster than you think.

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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:  

 1. Download our famous Wize Freedom Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 

2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 

3. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here