Karen Reyburn is a CPA-turned-marketer who runs PF, a marketing agency built exclusively for accountants and bookkeepers. In this episode, James and Karen dig into how AI is reshaping marketing for accounting firms, why referrals aren't as simple as they seem, and how accountants can tap into their own creativity to build a marketing engine […]

James Sundin is the co-founder and Chief Evangelist at R.E.P.R.E.S.E.N.T. He's spent 16 years getting good at the one thing most accountants dread: sales. In this chat he makes the case that selling isn't being pushy, it's helping people buy. He lays out exactly how a firm can win the right clients without chasing anyone.  […]

James Rose talks with Rob Pillans of Planet Consulting about why accounting firms often overlook learning and development. They explore the shift from technical to non-technical skills as people become managers, common gaps in delegation and communication, and how firms can build more capable teams through structured training and clearer expectations. Topics covered Resources

James Rose talks with Jacqui Trumper of Black Cat Accounting about building an efficiency-first firm from the ground up. They explore choosing best-in-class tech over all-in-one systems, improving processes early, and how Jacqui turned networking as an introvert into a growth advantage. Topics covered Resources

James Rose welcomes Amy Holdsworth of Clarity Street to discuss improving operations inside accounting firms. They explore why tech is only a small part of the solution, how poor processes create roadblocks, and why protecting accountant time is key to growth. Topics covered Resources

James Rose hosts Meryl Johnston to discuss lifestyle design for firm owners and the trade-offs it requires. They discuss working backwards from an ideal day, saying no to protect time, reinvesting early into systems and people, and how Meryl stepped back from being CEO while keeping the business growing. Topics covered: Resources: 

James Rose talks with Taryn Holman of Seamless SMSF about building culture by design. They explore hiring for fit, creating high-trust teams, and using experiences to strengthen relationships with clients and peers. Topics covered Resources

James Rose speaks with John Knight of businessDEPOT about using brand and culture as a competitive advantage in professional services. They cover attracting entrepreneurial talent, fostering collaboration across disciplines, and what’s changed as the firm has grown and the accounting industry has evolved. Topics covered Resources

James Rose hosts Alan FitzGerald, founder of Practice Connections and veteran accounting tech advisor, to discuss how firms can cut through the noise and choose software that truly fits. They explore why small firms move faster than the Big Four and what it takes to make tech decisions that actually stick. Topics covered Resources

James Rose hosts Isaac Perdomo, co-founder of automation firm Opzer, to discuss how accounting and professional service firms can scale through smarter automation and process clarity. They talk about where to start and how smarter automation delivers up to 33% more clients even with a smaller team. Topics covered Resources