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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsAuthor: Jetpack Workflow
Growing Your Firm is the top podcast for ambitious firm owners to find tips, tactics, and strategies on how to grow their firm (or practice). In this podcast we'll be interviewing unique thought leaders in accounting, tax, and bookkeeping about topics including: practice management, marketing, social media, succession planning, partner relations, hiring, pricing, and much more. Language: en Genres: Business, Management Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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How This CPA Built and Sold a 2M Accounting Firm with Adam Shay
Sunday, 7 June, 2026
Are you a firm owner trying to break past that next big growth plateau? Many managing partners and bookkeeping firm owners find themselves stuck in the daily grind, struggling to build a practice that can survive independent of their personal production. In this episode of Growing Your Firm, host Dave Cristello sits down with Adam Shay, CPA, a dad, entrepreneur, and high-performance firm coach. Adam pulls back the curtain on his own journey of building, scaling, and ultimately selling a multimillion-dollar accounting firm. Today, through Share the Knowledge LLC, he helps fellow owners design companies built with intention—and positioned perfectly for a future exit. Whether you are an operations manager trying to optimize workflow or a CPA starting a firm from scratch, this episode offers practical, data-driven strategies to maximize structural efficiency. In this episode, we unpack: The Firm Snapshot: What Adam's firm looked like two years prior to a successful sale (10 team members and nearly $2M in revenue). Ditching the Compliance Trap: Moving clients to a mandatory high-value advisory package that features proactive tax planning. The "Broken Process Document": Adam's highly practical, low-friction Google Sheets strategy that empowers teams to log workflow bottlenecks as they happen. Capacity & Staff Ownership: How to encourage senior team members to bring proposed solutions rather than just dumping problems on management. The Multiplier Mindset: Key metrics to track weekly, including labor efficiency ratios and technical rework percentages. A Candid Look at M&A: The real-world nuances of working with specialized brokers and navigating post-merger transition periods. Featured Guest: Adam Shay
