Future Firm Accounting Podcast

Episodios

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  You're Not Actually on Vacation 01.10.2026 10m

  If you're still checking email on vacation, you're not really disconnected, you're just working remotely. In this episode, I break down a practical system for taking real time off, even if your firm isn't fully owner-independent yet, including three decisions to make before you leave and a small experiment you can run before your next long weekend to see what happens.
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  When the "Wrong" Move Is Actually Right 29.09.2026 9m

  There's a pricing trap I see firm owners fall into constantly, and it has nothing to do with lacking information. They know they need to raise prices, they have every tool to do it, and they still freeze for months.In this episode, I break down why the smartest move in that moment usually isn't the biggest possible one, and how the same pattern shows up in delegation, hiring, niching, and sales conversations.
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  The Worst Time to Hire 24.09.2026 11m

  Staying short-staffed hurts right away, and you feel it every day. A wrong hire hides in plain sight for months, quietly draining time and morale before it finally becomes undeniable.In this episode, I break down why the busiest stretch of your year is exactly the wrong time to rush a hiring decision, why attitude matters more than technical skill in almost every hire that ends up working out, and a practical way to write your non-negotiables down before the next staffing crisis hits, so pressure never gets to make that call for you.
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  If You Love This, You're Special 22.09.2026 8m

  I ask a simple question in my coaching work that almost nobody answers the way you'd expect, and what it reveals points at a hiring mistake I see constantly. In this episode, I share a real story from one of my coaching members, a simple test you can run to check whether the right person is currently in your operations seat, and what a real operations leader's calendar should actually look like.
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  You Don't Need to Become an AI Expert 17.09.2026 11m

  I coach one firm owner who's automating nearly everything herself and another who wants almost nothing to do with AI directly, and both are growing fast and staying profitable. In this episode, I break down the three paths firms are taking with AI right now, what the tradeoffs of each one look like, and why dipping your toe in still matters even if you never want to become the power user yourself.
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  Bad Marketing: Tactics to Avoid 15.09.2026 13m

  Some marketing tactics feel productive in the moment but almost never move the needle. In this episode, I break down why a few common approaches keep failing firm owners in the exact same way, using real numbers on how badly one of them has been performing lately, plus a giveaway disaster from my own firm's early days.
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  Point A to Point B 10.09.2026 9m

  A firm that can't be clearly credited for changing a client's business becomes exactly the kind of replaceable vendor that gets shopped against a cheaper competitor. In this episode, I walk through why a proper diagnosis is the starting point for avoiding that trap, how to scale the depth of that diagnosis to the size of the engagement, and a real example of a CPA who turned his own diagnostic process into a standalone tool.
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  Scope Creep: The Two Root Causes 08.09.2026 11m

  One of my coaching clients told me she gets a real physical anxiety reaction every time a certain client emails her, and that client wasn't even paying extra for the daily back and forth. When I asked my Inner Circle coaching group if anyone else was dealing with something similar, nearly every hand went up. In this episode, I break down the two root causes behind this pattern after coaching hundreds of firms through it, and exactly how to reset the relationship without blowing it up.
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  You Best Protect Ya Neck 03.09.2026 9m

  Not long ago I asked my newsletter readers for feedback, and one asked for more Wu-Tang references. That's how this episode got its theme, but the lesson is a real one: you need to protect your time, energy, and mental bandwidth from a constant, well-meaning stream of people and tasks that would happily take them from you. In this episode, I walk through the "Ideal Role Document" I built to map out what energizes me versus what drains me, how I used ChatGPT as a thinking partner to build it, and how you can build your own version.
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  Soft Skills Matter More Now Than Ever 01.09.2026 14m

  Technical competence got you this far, but it's not what's going to differentiate your firm going forward. In this episode, I walk through why soft skills, things like emotional intelligence, cultural awareness, and simplifying the complex, matter more than ever in the age of automation, and how to start building them deliberately starting this week. Read the full breakdown of all thirteen soft skills here: https://futurefirm.co/accountant-soft-skills/
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  Nobody Should Be Irreplaceable 28.08.2026 10m

  Losing a team member is painful, but what happens next is usually the bigger problem: the scramble to hire, the months of retraining, and sometimes losing that person too. In this episode, I break down why this cycle isn't a sign of bad leadership, and share three practical ways to build redundancy into your team before you need it, so the next departure doesn't take your momentum with it.
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  5 Steps to $1M (Most Accounting Firm Owners Overcomplicate This) 26.08.2026 19m

  What if hitting seven figures didn't require a bloated team or hundreds of clients? I walk through five steps that could get you there.
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  Being Top of Mind 21.08.2026 10m

  Long before accounting, I lived in a completely different world, and it taught me one lever that's driven more new work than anything since.
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  Plan Before Do 19.08.2026 13m

  Gut feel has been one of your most trusted tools as an owner, but it's not something you should lean on every time. Here's why that matters.
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  The Awkward Conversation With an Easy Fix 17.08.2026 11m

  Some client problems feel like they need a hard conversation. One firm owner proved otherwise, and I break down exactly how she did it.
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  The Four Things Actually Capping Your Growth (Not Lack of Clients) 14.08.2026 10m

  What if adding more clients isn't the answer to feeling maxed out? I break down four things that quietly tend to cap a firm's growth.
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  A Marketing Tactic To Help Prove Your Expertise 12.08.2026 11m

  There's a marketing tool many firm owners skip because they're too busy listing services. Turns out it might be the most persuasive thing you're not doing.
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  Avoid These Discovery Call Mistakes 10.08.2026 13m

  The discovery call is where margins get set and clients get qualified — and some common patterns tend to undermine both more than people realize.
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  Your Good Clients Aren't Going Anywhere 07.08.2026 12m

  Worried AI is going to take your clients? It might be worth asking which ones — and being honest about what that answer actually looks like.
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  Stop Trying to Please Everyone (It Won't Work Anyway) 05.08.2026 11m

  Accommodating every type of client might sound like good business — but it's nearly impossible to pull off and could be hurting your growth.