Future Firm Accounting Podcast

Cash flow worries can quietly filter into every decision a firm owner makes.

In this episode, I walk through how I coach firms to find the source of that pressure, what a simple diagnostic question can reveal, and a practical way to start changing how your firm gets paid.

Slick, hands-off onboarding is a real convenience, but it might come with a hidden cost.

In this episode, I walk through why a robotic first impression can undermine the trust you earned in your sales process, a few small gestures that can make new clients feel looked after, and a quick exercise for reviewing your own onboarding with fresh eyes.

Thanks to our sponsor, Meridian, the AI operating system for accounting firms. Book a demo at meridian.pilot.com/future-firm.

A coaching member recently asked me whether his newly calm firm was normal or a reason to panic.

In this episode, I share what had changed in his firm over eight months, why a quiet stretch can feel unsettling after years of chaos, and a simple exercise for deciding what deserves your newly available time.

Trying to catch candidates using AI might be a losing game. In this episode, I share what I focus on in interviews instead, why the follow-up question can be the real test, and how adjusting your questions could give your firm an edge in your next round of hiring.

Sponsored by Meridian, the AI operating system that helps one accountant carry a million-dollar book and still have a life. Book a demo at meridian.pilot.com/future-firm.

Marketing works best when it starts with real connection and earned trust, and one popular tactic skips right past both.

In this episode, I share a message I received recently that I can’t stop thinking about, why it bothered me, and what I’d suggest doing instead. I also walk through a quick gut check you can run on any outreach before you send it.

Price might not be the whole story behind the clients you’re losing. In this episode, I share a churn chart sent in by one of my coaching clients, what the data showed once we went one level deeper, and three practical ways to respond without abandoning your pricing strategy. I also cover why early departures and long-tenured departures may be two different problems.

Thanks to our sponsor, Meridian, the AI operating system for accounting firms. Book a demo at meridian.pilot.com/future-firm.

My original firm and Future Firm both grew off the back of a blog I ran obsessively, until traffic dropped about seventy percent from its peak.

In this episode, I share what happened, why I’d think twice about investing heavily in blogging if I were starting from scratch today, and what I’d focus on instead so your firm can still be found.

While I was away on vacation, an accidental one-word email went out to my entire list, and it became the most engaging email I've sent in eight years of running Future Firm.

In this episode, I share what happened, why it worked, and what it shows about getting noticed when everyone is numb to noise.

Being selective about who you take on is what lets you deliver on the promise you make to the clients you keep.

In this episode, I explain why saying no to the wrong clients is how you end up saying yes to the right ones, how to build a filter from your best and most draining clients, and the short, respectful decline message you can start using right away.

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.

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.

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.

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.

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.

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.

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.

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.

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...

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/

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.

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.

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.

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.

Some client problems feel like they need a hard conversation. One firm owner proved otherwise, and I break down exactly how she did it.

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.

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.

The discovery call is where margins get set and clients get qualified — and some common patterns tend to undermine both more than people realize.

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.

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

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.

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.

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.

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.

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.

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.

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.

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

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?

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.

AI and automation have taken over every conversation in accounting — but the core business model problems holding firms back haven't moved.