Future Firm Accounting Podcast
This podcast is aimed at owners and partners of accounting firms. Each episode delivers one practical, actionable lesson designed to help listeners build a more systematic firm. The focus is on improving the firm's operations and the owner's lifestyle. It offers quick takeaways that can be applied immediately.
Episodes
Being Top of Mind
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.
Plan Before Do
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.
The Awkward Conversation With an Easy Fix
Some client problems feel like they need a hard conversation. One firm owner proved otherwise, and I break down exactly how she did it.
The Four Things Actually Capping Your Growth (Not Lack of Clients)
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.
A Marketing Tactic To Help Prove Your Expertise
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.
Avoid These Discovery Call Mistakes
The discovery call is where margins get set and clients get qualified — and some common patterns tend to undermine both more than people realize.
Your Good Clients Aren't Going Anywhere
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.
Stop Trying to Please Everyone (It Won't Work Anyway)
Accommodating every type of client might sound like good business — but it's nearly impossible to pull off and could be hurting your growth.
The MrBeast Method for Firm Owners
What does MrBeast's early growth habit have to do with running an accounting firm? More than you might expect — and it's simpler than it sounds.
Zoom Out
When a firm owner has all the right pieces in place and is still struggling badly, the real problem is rarely where you'd expect to find it.
Two Paths, One AI Problem
AI is splitting firms onto two very different paths right now, and the outcome really isn't the same for both of them, not even close.
Direction, Not Effort (Why Your Tactics Aren't Working)
When things feel stuck, the instinct is almost always to reach for a new tool or process. I think that's the wrong move to make first.
Your Website Is Repelling Good Clients
Prices on your website, or not? I don't think it's a simple yes or no, and the wrong answer might be repelling good clients.
My Biggest Trial and Errors as a Firm Owner
There's a version of my first firm's story that looks clean from the outside, almost like a straight line to exit. It really wasn't.
Nervous About Offshoring? Don't Be.
A lot of firm owners think offshoring is primarily about cutting costs. I think that's the wrong lens entirely, and it might cost you.
Inside Ignition's 2026 Accounting Pricing Benchmark Report
This year's pricing benchmark report is out, and there's a gap in it I think matters more than the numbers themselves. I share what I found in this episode.
For more, join me and Dawn Brolin live on July 23rd: https://www.ignitionapp.com/webinars/are-you-charging-what-youre-worth
Future-Proofing Yourself and Your Team
AI can already do a lot of what accountants get paid for. So what actually makes someone hard to replace in a firm like yours?
Start With Why
Ever wonder why some firm owners seem to have it so much easier than everyone else? I've got a theory, and it's not quite what you'd guess.
From Cloud Accounting to AI Agents, This Problem Hasn't Moved
AI and automation have taken over every conversation in accounting — but the core business model problems holding firms back haven't moved.
When Saving Money Costs You More
Sometimes the most expensive decision you can make is the one that looks like a saving — and here's how to tell the difference before you act.
My Review of a Real Firm's Packages
Reviewing a real firm's packages is often more useful than any abstract lesson — here's what this one gets right and what I'd change about it.
Who Not How: The Mindset Shift That Changes Everything
The most useful shift in how you run your firm might not be about how to solve operational problems — it's about who should solve them instead.
More Process Isn't Always the Answer
Could your own systems be holding your team back? One coaching client's "processes on processes" might sound more familiar than expected.
The Shiny Object of 2026 (So Far)
AI has been the dominant tech conversation for years — and the version that's already here in 2026 could be the most convincing distraction yet.
Fast and Broken Is Still Broken
Automating a broken process doesn't fix it — it makes it faster to stay ineffective. Here's the question that should come before anything else.
The Pricing Tactics I Actually Use in My Old Firm
When I work with firm owners, pricing is almost always the first thing we dig into — and what I teach came directly from running my old firm.
Go Senior Early. Here's Why.
The hire that makes you uncomfortable might be the one that finally gets you out of the bottleneck. Here's the case for going senior early.
Your New Boss Is an AI
The gig economy just got flipped — AI is now the employer. Here's what that means for accounting firms and the work worth building around.
What My 5-Year-Old Taught Me About Running a Firm
My five-year-old asked me to explain what I do — and trying to answer reminded me of something many firm owners have quietly lost sight of.
Mind Control (The Real Thing Holding Your Firm Back)
Fixing your prices or systems won't help much if the thinking underneath them hasn't changed. Here's what actually needs to shift first here.
The Next Phase of AI in Accounting is Here
AI tools of today are viewed as something to help you think faster. The next phase is AI that actually does things for you — and it's already here for firm owners to explore.
Your Clients Don't Care About You
Are you selling your process or selling the outcome? The difference could be affecting the clients you attract and what you're able to charge.
Episode 300: There's a Window After Busy Season (Most Firms Miss It)
June is one of the most important months for accounting firms — and one of the most wasted. Here's how to actually make the most of it.
The Document That Changed How My Team Operates
Episode resources: https://docs.google.com/document/d/1L3v1Xg0qiBhDQKroi5Qf73hWUvG4yOA0RQvbxOBizc0/edit?usp=sharing — Many firm owners say they want to delegate, but haven't defined what ownership actually looks like for each person on their team. I share the exact framework we used at Future Firm — including why I needed it applied to myself first — and how it could help reduce the constant escal
Why Your Firm Feels Directionless (And How to Fix It)
If your team keeps coming to you for direction on things that should be obvious, vision might be what's actually missing. Here's why it matters.
What Your Price Says About Your Firm
Pricing isn't just a number—it's a signal. Here's what your price might be telling prospects about your firm before the conversation even starts.
Don’t Get More Leads in Your Accounting Firm Until You Fix This
Pouring more leads into a leaky funnel just makes things worse. Here's what to fix first before bolstering your marketing activities.
The Senior Accounting Hire You Can Actually Afford
Stuck, overworked, and can't afford the hire that would fix it? There might be a path forward that doesn't require perfect margins first.
Why Most Firm Owners Quit Marketing Too Early
Digital marketing is harder than ever in 2026—but that doesn't mean it's not worth it. Here's what winning at it actually tends to require.
Free Up Time in Your Firm by Stopping These 4 Things
There are four things quietly eating your time as a firm owner. Getting out of them could change how fast—and how freely—your firm grows.
“You're Too Expensive" and What It Actually Means
Price objections can feel personal, but they often point to something fixable. Here's what might actually be going on in those conversations.
The Real Cost of Being a Control Freak
A lot of firm owners are unknowingly the biggest bottleneck in their own business. Here's what that tends to look like—and what to do about it.
How I Learned to Sell as an Introvert (And Why You Can Too)
Many introverted firm owners assume sales just isn't for them. This episode—and the Profitable Packages Workshop—might change that: futurefirm.co
What AI Agents Can Actually Do for Your Firm
AI agents could meaningfully change what your firm is capable of. Learn more here: https://futurefirm.co/ai-agents-in-accounting/
Two Simple Fixes That Will Immediately Improve Your Sales Process
The first thing a prospect sees from your firm could shape whether they stick around. Here's how to make it work in your favor.
The Blind Spot Every Firm Owner Has (And How to Fix It)
The higher you get in your firm, the less honest feedback you tend to get. That gap can be costly — and it's more fixable than you might think.
Why Fully Cloud Firms Work Less and Earn More, At Least Based on This Poll
A poll of 150 firm owners revealed a clear gap between fully cloud, partially cloud, and not cloud firms — in hours worked and profit margins.
Stop Pricing From a Spreadsheet (Do This Instead)
A pricing formula can tell you what a service costs to deliver. What it can't tell you is what a client is actually willing to pay.
The Fine Line Between Clever Marketing and Flat-Out Trickery
Bold marketing can work — but not all of it earns attention the right way. There's a version of standing out that could actually be costing you trust.
How to Find a New Team Member Fast (When You Need One Yesterday)
Speed and quality don't have to be mutually exclusive when hiring. The right approach can make a real difference in how this plays out.
The One Thing Missing From Your Firm's Marketing
Your marketing might be accurate — but is it effective? Many firm owners are stuck at level one without knowing it.
What's a Good Profit Margin for Your Firm? (The Honest Answer)
A 40% profit margin might look great on paper. But depending on what it's costing you to generate it, the reality could be very different.
The Tax Advisor Who Made Me Use ChatGPT Instead
What happens when a client finds AI more helpful than the advisor they're paying? I recently found out firsthand — and it wasn't a good sign.
How Being Yourself Beats Any Marketing Strategy (With Real Examples)
Does your marketing actually sound like you — or could it have been written by anyone? It might be worth taking an honest look.
How I Moved My Team From AI Optional to AI Required
Have you had an honest conversation with your team about AI yet? It might be more overdue than you think.
Add This One Feature to Every Package in Your Firm
Your firm already does something clients would pay more for. They just don't know it yet.
How to Stop Being the Bottleneck in Your Accounting Firm
Feeling stuck as the bottleneck in your firm? There are usually three things behind it, and all of them are fixable.
The 2 AI Apps Every Firm Should Be Using Daily
There are still firms that haven't touched AI. If that's you, these two tools are a simple way to get going.
The Fear of Raising Prices Is Real (Here’s How To Do It)
Charging more is something a lot of firm owners avoid. But there's a way to approach it that makes the conversation easier than you'd expect.
Simple Marketing Wins for When Revenue Feels Tight
When revenue gets tight, going on offense with some simple marketing tends to beat pulling back. You might not have tried these tactics yet.
How I Chose Software at My Firm (Without Losing My Mind)
Every software tool looks great in a demo. There's a simple way to narrow down what really matters before you start shopping, and it could save you a lot of time.
Grow Your Accounting Firm? 4 Reasons It’s Worth It
Not every firm owner wants to grow. But if you've been on the fence about it, this one might help you think it through.
Stop Discounting Your Services
Discounting feels like a smart way to grow. But there's a cost that many firm owners don't see until it's too late.
Sometimes Business Isn't About ROI
You can't optimize everything all the time. Here's why leaving room for joy might be what your firm actually needs.
Why the Billable Hour Might Make a Comeback
I've argued against the billable hour for years. But AI might be changing the math on what clients actually value most.
Tolerating Poor Performance Is Hurting Everyone
What's really happening when you delay addressing performance issues on your team? The answer isn't just about one person.
Turn Your Tax Organizers Into a Marketing Tool
Busy season doesn't have to mean putting growth on hold. Here's how to generate business using forms you're already sending out.
The Secret to Job Postings That Actually Attract A-Players
Job postings that only list tasks tend to attract mediocre candidates. A-players are usually looking for something more.
Why Nobody Wants Your Changes (And What to Do About It)
Getting pushback when you try to implement something new? One shift in how you communicate could change everything.
Unicorns Aren't Real (So Stop Looking for One)
Can't find the right hire? You might be asking one person to do too much. Here's a better approach.
Lean Into Your Strengths (And Let Go of Everything Else)
What happens when something in your business isn't working? I made a hard call last year—here's what it taught me.
How to Make Your Team More Accountable
Accountability starts with clarity. Three components that get you 80% there without the heavy documentation lift.
You're Probably Stressing About the Wrong Things
A lot of firm owners stress over things that don't matter long-term. These mindset shifts help you zoom out and breathe.
How I Stopped Employee Churn by Hiring Differently
Skills can be taught. Attitudes can't. Here's how hiring for the right attitudes dropped my churn dramatically.
Why Successful Firm Owners Say No to Almost Everything
Every new AI tool feels urgent. FOMO makes you reactive. Here's the framework to stay focused and build something real.
Building a Quality Offshore Team That Actually Works
Offshoring isn't just about cutting costs. Here are five tips for building a quality offshore team that actually delivers.
The F.I.R.M. Delegation System - How I Learned to Let Go (The Hard Way)
Everything I thought only I could do, someone else handled in eight months. Here's the delegation system that freed me completely.
Stop Tracking Everything, Focus on These Two Numbers Instead
I built two profitable businesses by ignoring most metrics everyone else tracks. Here's what I focused on instead.
My 2025 Year in Review: What Worked, What Didn't, and What I Learned
Best revenue year yet, but hardest year of my life. Here's my honest look back at 2025 and what I learned.
Why My Future Firm Team Is Mostly Based in the Philippines
Most of my team is in the Philippines—one of the best decisions I've made. Here's why it works and how to do it right.
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