Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals - Adding $2M in Accounting Services in 36 months w/ Greg O'Brien CPA, CTS

Adding $2M in Accounting Services in 36 months w/ Greg O'Brien CPA, CTS

11/14/24 • 35 min

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

In this episode of Growing Your Firm, host David Cristello welcomes back Greg O'Brien, Co-CEO of Anomaly CPA, for an insightful discussion about the evolution of his firm since their last conversation three years ago.

They reflect on the growth of Anomaly CPA, including the firm's current headcount and revenue, as well as the strategic decisions made to invest in alternative positions beyond client-facing roles, such as marketing, IT, and operations.

Greg shares valuable lessons learned on scaling a successful accounting firm and offers advice for listeners looking to achieve similar growth. Tune in to discover the latest updates from Greg and the innovative practices that have shaped his firm's journey.

Previous Episode

Using LinkedIn to Drive $500K+ in CAS Services w/Roman Villard

In this episode of Growing Your Firm, host David Cristello welcomes Roman Villard, CPA, founder of Full Send Finance and co-founder of Full Send Design.

The conversation kicks off with a focus on the importance of consistency in achieving success across various endeavors, including social media and business.

Roman shares insights from his experiences on LinkedIn, where his consistent efforts have significantly increased awareness of his brand and services over the past year and a half.

The discussion then delves into Roman's journey in building Full Send Finance, exploring strategic thinking for growing firms, and how modern practices can enhance operations.

Tune in for valuable takeaways on leveraging social media and maintaining momentum in your professional endeavors.

Next Episode

Behind the Scenes of a Private Equity Backed Accounting Firm w/Tim Brackney

In this episode of Growing Your Firm, host David Cristello welcomes Tim Brackney, the Chief Executive Officer of Springline Advisory, a firm backed by private equity.

They delve into the philosophy of utilizing talent from small firms to enhance shared services, while also discussing the complexities and nuances of private equity in the industry.

Tim shares insights from his experience as a CEO and his background in scaling a professional services line to over $800 million in revenue.

Listeners can expect a candid conversation about the good, the bad, and the realities of private equity, alongside potential discussions around AI in the professional services sector.

Tune in for valuable strategies and behind-the-scenes perspectives on navigating growth in a competitive landscape.