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

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Are you past the basic "ChatGPT as a search engine" phase, but wondering what practical, high-impact AI implementations actually look like in an accounting practice?

In this episode of Growing Your Firm, host David Cristello welcomes back Isaac Perdomo, founder of Opzer, an automation agency dedicated to helping accounting firms implement AI safely and effectively. Isa...


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Title: A/B Test

How This Accounting Firm Earns 50% Margins on $150 Clients | AJ Zepeda

How to Build an Accounting Firm That Runs Without Founder Calls | AJ Zepeda

How to Standardize Your Accounting Firm Before Adding AI | AJ Zepeda

What if the secret to building a more scalable accounting firm isn't charging every client more, but giving each clien...


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What if the secret to building a highly scalable, multi-million dollar practice isn't just growing an accounting firm, but surrounding it with banking, legal, wealth management, and insurance services?

In this episode of Growing Your Firm, host David Cristello sits down with Tobby Kommer, CEO of Haga Kommer and President of Aspire Bank and Aspire Insurance. Tobby bring...


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