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Welcome to "The Practicing Accountant," the podcast dedicated to firm owners navigating the complexities of running a modern accounting practice. Whether you've been in the game for a decade or are just starting out, our candid conversations, insightful strategies, and real-world advice are here to guide you.
Join us for casual yet impactful discussions where we dive deep into the issues that matter most—pricing, scaling, capacity, burnout, and the ever-challenging tax seasons. Expect a bit of banter, some cussing, and a lot of honesty as we explore how to build a firm that not only thrives b
Join us for casual yet impactful discussions where we dive deep into the issues that matter most—pricing, scaling, capacity, burnout, and the ever-challenging tax seasons. Expect a bit of banter, some cussing, and a lot of honesty as we explore how to build a firm that not only thrives b
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68. In this live coaching session, Doug sits down with Kisha Shabazz, CPA, who just wrapped her first full tax season after leaving corporate America. With 85 clients under her belt, Kisha is now facing the next challenge: how to transition into an advisory model that brings year-round value and pr…
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67. In this episode of The Practicing Accountant, Doug sits down with Andrew Hunzicker, CPA and founder of DOPE CFO, to unpack how he turned an unexpected niche—cannabis accounting—into a thriving business and national movement.
Andrew shares how he went from burnout in oil & gas to becoming a …
66. In this episode of The Practicing Accountant, Doug and Dan go back and forth on one simple—but powerful—thought experiment: if you had $10,000 to spend on your firm, how would you use it? They cover options that increase client quality, free up your time, strengthen your team, and boost your lo…
65. Dan and Doug unpack the dangerous obsession with client volume and why it’s time to stop measuring success by how many people you serve. From Facebook group hot takes to real-world stories, they explore why having fewer, better clients leads to more freedom, better margins, and a business that …
Episode 64: Over half of today’s accountants dream of starting their own firm—and nearly 80% of Gen Z accountants do too. But most new firm owners hit the same walls early on: pricing confusion, unclear offers, and the myth that you must “niche from day one.” In this episode, Doug and Dan reflect …
Tired of chasing leads or pouring money into ads that don’t convert? This episode is all about co-firming—a simple, high-leverage strategy to get better clients by building referral relationships with other accounting firms. Doug and Dan break down what co-firming is, why it works (especially if y…
Doug and Dan dive into a powerful client case study about concentration risk—when too much of your firm’s revenue depends on one client. In this episode, you'll hear real-world stories from Doug's coaching work with firm owners who are navigating everything from losing major clients to rethinking …
Doug’s been deep in it this week — coaching over a dozen accountants just days after the March 15th deadline. In this episode, he shares raw insights straight from the front lines: partner drama, people leaving to start firms, burnout, misaligned goals, and the surprising patterns showing up acros…
Busy season might be over, but the real work of building your firm starts now. In this episode, Doug and Dan talk about the hidden “aftershocks” of busy season — layoffs, client churn, and why now is the best time to crank up your business development dial.
We dig into:
Why “getting more clients…
What if offering fewer choices actually made clients say yes faster — and at higher prices? In this episode, Doug shares a real story of how cutting from three proposal options down to two led to better conversions, less confusion, and stronger positioning.
We talk about how to make your value obv…
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