Growing Your Firm Podcast Transcripts | Jetpack Workflow

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Toni Witt demonstrating how accounting firms can use Claude Cowork, AI workflows, and connected systems to automate recurring accounting tasks.

Claude Cowork for Accountants: Toni Witt on Building Real AI Systems

Toni Witt's workshop showed how accounting firms can move from one-off AI chats to reusable systems. He demonstrated the role...

Accounting professionals collaborating on standardized bookkeeping workflows to create tax-ready books and improve tax season efficiency.

Bookkeeping Workflows: Nancy McClelland on Creating Tax-Ready Books

Running a successful accounting firm is not just about surviving tax season. It is about building bookkeeping workflows that keep...

Accounting firm partners discussing succession planning, leadership transition, profitability, and long-term firm growth.

Ira Rosenbloom on Accounting Firm Succession Planning: Build a Profitable Firm That Lasts

Accounting firm succession planning has become one of the biggest strategic priorities for CPA firms facing partner retirements, talent shortages,...

Selling an Accounting Firm - Mike Payne

Selling an Accounting Firm: How Mike Payne Scaled, Merged, and Planned His Next Chapter

Selling an accounting firm is about more than finding the highest bidder. It is about finding the right strategic partner....

The Accounting Firm Growth Strategy Behind a $290K Practice

Accounting Firm Growth: How Yuri Kapilovich Built a $290K Firm as a Team of One

Many accounting firm owners believe growth requires a large team, long hours, and constant hustle. Yuri Kapilovich, known as "The...

How Adam Shay Scaled and Sold a $2.5M Accounting Firm

How Adam Shay Scaled and Sold a $2.5M Accounting Firm

Building a successful accounting firm is not just about winning new clients. According to Adam Shay, CPA and founder of...