In this episode of the Gearshift podcast, Shea Keats sits down with Breakaway advisor Carrie Hefner to discuss how she built a rapidly growing accounting firm in her first year of business. Carrie shares the strategies, mindset shifts, and lessons that helped her scale quickly—along with the challenges that come with fast growth. From building strong client relationships to creating systems that support expansion, this conversation offers practical insights for advisors at any stage of their journey.

In this episode, you’ll learn:

• How Carrie reached her original three-year revenue goal in just twelve months
• Why long-term relationships and consistent networking drive sustainable client growth
• The importance of having a clear business plan—and how it guides hiring and pricing decisions
• What happens when a client relationship isn’t the right fit and how to handle it professionally
• Why documenting processes and SOPs early makes scaling your firm much easier