James has experience in all things accounting. He has 20 professional years of experience working within firms including serving as a director of Ernst & Young in Sydney, Australia. He has 5 years of senior finances roles under his belt as well. 

Prior to COVID, James started his own firm, JD Scott & Co. Here, lies the interesting part of James’ story. His firm focuses on hiring part-time employees, does not utilize administrative personnel, and doesn’t own a printer. 

Wait a minute, James… How does he do it? We’ll cover more in this episode.

Join us today as we talk with Mark Stovel and his proven systems that help accountants take home $250k annually. We’ll talk through equity positions, win-wins, and much more.

Simply put, Mark helps accountants take home $250k annually. After launching his firm in 2017, Gyroscope Accounting was acquired in 2021. Now, Mark helps clients through coaching.

Mark’s experience began by obtaining bookkeeping clients during the early stages of his career. After leaving the corporate firm, Mark joined a manufacturing company as its controller. Three years later,, he moved across the country to start his CPA firm.

Shauna Wekherlien is the owner of Tax Goddess Business Services, a CPA firm located in Scottsdale, AZ. Tax Goddess is a firm that focuses on tax strategy and planning to help lower and minimize taxes for business owners and investors. 

At the time this was written, her firm had saved their clients over $740,264,635. Talk about lowering and minimizing taxes! 

Shauna earned the name ‘tax goddess’ after needing to market herself at a networking event, and 60 seconds to do it. Quickly, she decided ‘tax goddess’ was an eye catching and head spinning name, so she went for it.

A marketing friend at the same event loved how it sounded, and 17 years ago, Shauna the Tax Goddess was born.

Jeff, a fan of our show, is the Director of Development at Wilkins Miller. Wilkins Miller is a top 400 Accounting firm in Mobile, AL. He started his career in IT business development and soon transferred to development, which we will cover throughout. Ultimately, Jeff is in the pursuit of new clients and new business.

On today’s episode we sat down with Jeff Jacobs, and talked about retention, hiring, development, and most importantly, relationships. 

Amy is the CEO, keynote speaker, and consultant at B3 Method Institute. B3 Method Institute is an educational organization focused on providing work-life harmony. Since you’re in the learning mood, here’s a ‘math’ problem of the B3 Method: (Business + Balance = Bliss). 

In our latest podcast, Amy Vetter shared her philosophy on creating harmony in life and work to help create purpose in our work. 

Dan has quite the story and journey unlike any other. After finding himself in prison twice during his teenage years, he found a second chance in life. He was able to get sober and began starting companies beginning at the age of 18. By the time he reached 24, he began to see some true success. However, because of the demand from his newly started company, Sphere Technologies, Dan still experienced issues in his personal life.

On today’s podcast, we sat down with high energy and highly focused Dan Martell. Through conversations of deep intellect and the introduction of incredibly new principles, Dan and David discover the whos, whats, whens, wheres, and whys of buying back your time.

Today, we sat down with Darren Root, Chief Strategist at Rootworks & Right Networks. 

Rootworks is a company of Right Networks. They focus on firm improvement and emphasize the drive of helping small to medium-size accounting firms improve every day. 

Let’s jump right in.

Joe and Carla are from Long Island, NY, where they took the train into the city at the very beginning of their journey. During their commute, they discovered the Growing Your Firm Podcast, taking in as much information as possible. They started Cycle CPA at one of the most challenging times any of us have faced, Q4 of 2019 as it led into the testing time of 2020.

Thankfully, due to Carla’s previous professional experience, they landed in the right niche. Because COVID-19 created much demand for home improvement projects and investments in people’s homes, this allowed for their business in the green industry to thrive and grow, both figuratively and literally.

Roger is a returning guest on the Growing Your Firm Podcast and we are excited to have him back! He is the president of Universal Accounting, a friend of our show, and tends to make our inbox light up. Universal Accounting is considered a post-secondary school for accounting professionals, and Robert and his team help countless individuals. 

David and Roger discuss the abnormalities businesses were faced with during and after the COVID Pandemic. 

David Cristello, founder and CEO of Jetpack Workflow, offers two questions and perspectives for Roger, and the biggest takeaway here is to study which routes accounting firms are taking, now that we are nearing 2023.

We’re back with another solocast! In this episode, David Cristello, founder and CEO of Jetpack Workflow reminds us of the importance of staying a student during the holiday season. 

This time of the year is crazy. On the personal front, you’re purchasing and navigating a lot of different buying experiences. You’re also factoring in changes that may be happening in 2023 as well. 

You’ll also start to think about these things for your business. During this time, it’s important to stay a student of your buying experiences by keeping in mind what’s working and what’s not.