Expert content for accounting and bookkeeping firms.

Podcast Summary In this episode of Growing Your Firm, host David Cristello welcomes back Louie Vazquez III, CEO and founder of Vazquez and Associates. Louie

Podcast Summary Found in Today’s Conversation Meet Tejal Shah Congruent Advisory Services, LLC began in 2019 with Tejal starting a boutique one-woman show. Her goals

Podcast Summary What You’ll Find in the Conversation About Nicole Durio Nicole is the managing principal at Madison Brothers Consulting Group. The group commits to

Podcast Summary Leveraging Insurance Products  Resources JEnsley Financial Cash Value Life Insurance Double Your Accounting Firm About John Ensley John is the president of JEnsley

Podcast Summary Resources About Breanne Mode  Today we welcome Breanne Mode on the podcast. Breanne is the Director of Client Accounting and Advisory Services (CAAS)

Podcast Summary From Today’s Conversation: About Don Emery Don has been the general manager at Doc.It for 10+ years, working in client solutions and sales.

Podcast Summary Resources About Brannon Poe Brannon is the founder of Poe Group Advisors & Accounting Practice Academy. He is also a returning guest on

Podcast Summary Resources From Today’s Episode  Colleen Gillam-Judd We welcome Colleen, a Certified Financial Planner, at IG Wealth Management on today’s show. Colleen shares a

Podcast Summary From Today’s Episode Jeff Jacobs Jeff is a returning guest on our podcast where we previously covered client acquisition, retention, and expansion. Jeff

Podcast Summary Check out Shauna and her team: Shauna Wekherlien, CPA – The Tax Goddess Shauna is a returning guest on our show. She is