Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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david@jetpackworkflow.com

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How This CPA Firm Built a 250 Employee Practice | Toby Kommer

October 12, 2026

What if the secret to building a highly scalable, multi-million dollar practice isn't just growing an accounting firm, but surrounding it with banking, legal, wealth management, and insurance services? In this episode of Growing Your Firm, host David Cristello sits down with Tobby Kommer, CEO of Haga Kommer and President of Aspire Bank and Aspire Insurance. Tobby brings a unique background from the banking and M&A sectors, rather than traditional public accounting, allowing him to rethink the...

How to Scale Your CPA Firm Beyond Referrals | Expert Panel

October 04, 2026

Is your firm relying entirely on word-of-mouth referrals to grow? While client referrals bring in warm leads, they make controlling your growth trajectory nearly impossible.  To build a high-performing advisory practice, you need a predictable, repeatable go-to-market engine. In this live panel session from the Growing Your Firm Summit, host David Cristello moderates a discussion with three firm leaders who have built, scaled, and transformed modern advisory practices: Shane Mason – Co-Foun...

This LIE About AI Will Hurt Your CPA Firm | Preston Cardwell

September 27, 2026

Are you feeling overwhelmed by the endless wave of AI tools, new models, and vendor hype? Many accounting firm owners, managing partners, and CPAs starting firms know that AI is reshaping the industry, but they don't know where to actually start without getting lost in the noise. In this episode of Growing Your Firm, host David Cristello sits down with Preston Cardwell, founder of Memorial Ridge. As a CPA-led AI and automation partner, Preston helps small-to-midsize accounting firms (10–30 em...

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How do I get in touch with Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals?

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals is hosted by David Cristello. Its publicly listed email is david@jetpackworkflow.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals?

The publicly listed email for Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals: david@jetpackworkflow.com.

How many listeners does Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals have?

Podseeker estimates Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals reaches 1,000 to 10,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals?

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals typically books industry leaders. Typical guest background: Accounting firm owners, CPAs, bookkeeping and tax practice executives, operations leaders, AI researchers, workflow specialists, pricing advisors, and M&A or succession experts with direct industry experience and demonstrable results. Common among recent guests: Founded or scaled an accounting, tax, or bookkeeping firm; Produced measurable revenue, operational, or profitability improvements; Developed recognized expertise in accounting technology, AI, pricing, or practice management. Recent guests include AJ Zapata, Amy McCarty, and Angel Zhen.

How hard is it to get booked on Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals cover?

Recent episodes cover Business, Entrepreneurship, Accounting, Practice Management, and Pricing Strategy. Pitch an idea tied to one of these topics and mention a recent episode.