Latest Episodes
16
S3 Ep16 - Selling A Bookkeeping Firm with Leigh Cummings
This week we have Leigh Cummings on the show sharing her story about selling her bookkeeping firm. She had been running it for almost...
15
S3 Ep15 - Acquiring A Niche CPA Firm with Rachel Fisch
This week’s episode features a fantastic acquisition story of a CPA firm in the Real Estate niche with guest, Rachel Fisch. Following the successful...
14
S3 Ep14 - A Sea Change and Downsizing From 800 Clients To 30 with Electra Frost, The Crypto Accountant
This week’s guest is Electra Frost who has scaled an accounting firm and sold it down again, in the process moving out of the...
13
S3 Ep13 - M&A Lessons from an Accounting Firm Broker of 20 Years with Brannon Poe
Our guest this week is Brannon Poe, the founder of Poe Group Advisors (PGA) who are brokers in the accounting firm space to talk...
12
S3 Ep12 - Your Network Is Your Net Worth for Accounting Firm Owners
As an accounting firm owner, why is building your network so important? On this episode we hear from host Meryl Johnston as well as...
11
S3 Ep11 - Online Courses and Community for Accounting Firms with Jaclyn Anku
Our guest this week is Jaclyn Anku, here to talk all things online courses, education and community for accounting firms. We cover: [20:17] Jaclyn’s...