All Episodes
Between 2 Firms — 15 episodes
15 - Crystal Wambeke - From Capacity Chaos to Measured Workload Planning
14 - Nick & Matt - A to Z: Saga's Bookkeeping Process
13 - Perry Mayer - Taking the Leap and Building a White-Glove Accounting Business
12 - Darren King - Walking Away After a Private-Equity Buyout: Starting Over With Zero Clients
11 - Nick & Matt - Inside Saga: Pursuing Organizational Growth in the Middle of Tax Season
10 - Jeremy Roman - Turning a Legacy 1040 Mill into a Systems-First Modern Firm in 3 Years
9 - Jonathan Tiralosi - From Cold Calling CPAs With 6 Months Runway To Building A Referral Flywheel
8 - Josh Schneider - Pursuing A Thousand Monthly Clients: The Vision Behind Multiply
7 - Kim Kelleher & Heather Deibele - BEST. EXPERIENCE. EVER.: A Guiding Motto For Success
6 - Hector Cantu - Tripling Monthly Revenue Per Client in 3 Years
5 - Ryan Elblein - From Contractor to Solo Tax Firm Owner Targeting the Trades
4 - Lauren Dozier - Building a Part-Time, Fully Remote Team Offering Controllership Services
3 - Don Leavitt - Building a Highly Specialized Solo Tax Firm
2 - Katrina Kowalski - From Big Accounting to Building a Lifestyle Flexible Firm that Scales
1 - Mourgan Reed-Cintron - Tranquil Transactions: Building a Wellness-Focused Firm