In this episode of Growing Your Firm, host David Cristello welcomes Piritta Van Rijn, the Global Head of Product and SVP for the accounting tax and practice division at Thomson Reuters.

They delve into the exciting potential of AI and generative AI for firm owners, discussing how these technologies can free up time and enhance the expertise of existing talent.

Piritta shares insights from a recent report on future productivity trends in the accounting and tax industries, highlighting the importance of bridging the talent gap that many firms are currently facing. Join them for an engaging conversation on the future of productivity and the evolving landscape of the profession.

On this episode of Growing Your Firm, host David Cristello interviews Michelle Neiswender, CFP the founder and CEO of FIRE Wealth Management. Michelle shares insights from her experience in the wealth management industry, offering valuable lessons applicable across different sectors.

As a fee-only certified financial planner, Michelle specializes in serving physicians, dentists, and high-income families with comprehensive planning. Listeners can expect discussions on workflow, process, tech stack, AI, and more as Michelle delves into her journey from a 15-year partnership to launching her own firm.

The listener will learn about Michelle Neiswender's journey in the wealth management industry, including her transition to launching her own firm, utilizing workflow, process, tech stack, and AI in her business.

As well as, decision-making process behind launching a new firm, importance of compliance, transition to niche clientele, virtual financial planning, client acquisition strategies, developing workflow project management, personalizing financial planning, managing meetings effectively, running weekly staff meetings, incorporating AI into tech stack, and maximizing returns for accounting firms and CPAs.

On this episode of Growing Your Firm, David Cristello interviews Max Minsker, the founder and CEO of Bookmate, a remote accounting firm. Max shares insights into his journey of establishing Bookmate, focusing on tax returns and bookkeeping services.

The discussion delves into his unique approach to packaging and pricing, highlighting his atypical path to success in the industry. Tune in for valuable insights on building a successful accounting firm.

The listener will learn about how Max Minsker founded and runs Bookmate, a remote accounting firm focused on tax preparation for new companies, as well as the atypical path he took to building a successful firm.