CPA Life

Breaking the Tax Season Cycle: Finding Balance

When Brenda Cannon realized that tax season chaos didn't have to be a foregone conclusion, she set out to reimagine her entire firm. Brenda shares how she moved from the brink of burnout on Episode 86 of CPA Life, juggling 1,500 clients and sleepless nights, to building a practice where April 15th is just another day. She tells John Randolph that by introducing intentional scheduling, raising fees, and letting go of the "we've always done it this way" mindset, Brenda not only transformed her own work-life balance but also created SchedulEase, a tool now helping other accountants do the same. Along the way, she's confronted industry resistance, client education hurdles, and the deeply ingrained beliefs that keep so many stuck in survival mode. Her story is a testament to the power of questioning tradition and designing a firm that truly works for its people. Get the full show notes and more resources at CPALifePodcast.com

Beyond Strategy: The Human Side of BD

Neil Barrow returns for part 2 of his special double CPA Life episode to unpack the realities of business development beyond buzzwords. John steers the conversation from the pitfalls of hiring for growth without a plan, to the delicate dance of balancing capacity and opportunity within your firm, and Neil's philosophy is refreshingly straightforward: keep things simple, focus on relationships, and don't lose sight of what actually works. You won't want to miss the unexpected parallel Neil draws between perfecting an award-winning chili recipe and building a business, or his insight into how beer tastings can open doors to new clients just as effectively as chamber of commerce meetings.  Get the full show notes and more resources at CPALifePodcast.com  

Not Just Sales, But Strategy

John Randolph returns to the mic to sit down with Neil Barrow, founder of EnabledBD, on Episode 84 of CPA Life. Together, they unravel the real mechanics of business development in CPA firms, as Neil draws on his journey from structured software sales to the unpredictable world of accounting firm growth. Challenging the myth that business development is just about sales or personality, Neil frames it as a skill: one that can be built, measured, and tailored to each individual's strengths. A discussion well beyond buzzwords, the pair focus on practical strategies for deepening client relationships, fostering accountability, and building systems that don't box people in. If you understand it's time to rethink what it means to grow a firm, to consider how even small, consistent actions can transform both culture and results, then check out part 1 of John's conversation with Neil now. Get the full show notes and more resources at CPALifePodcast.com  

Rewind: Go Full Send on Your Accounting Journey

We look back at John Randolph's conversation with Roman Villard, co-founder of Full Send Finance, on Episode 83 of CPA Life. Sharing his journey from finance major to starting his own firm, Roman emphasizes the importance of a culture-forward approach and how that helped Full Send shoot out of the blocks, growing from zero to 12 full-time employees in just over two years. Roman leveraged technology to great effect, particularly improving employees' work-life balance, and he dives into discussing the things that have given Full Send cross-generational appeal. Hybrid working is a significant factor, along with a resonant brand narrative. This episode touches on so many vital aspects that can make or break the success of your own firm, so whether you missed this one the first time around, or just want a refresher, you'll definitely want to tune in now! Get the full show notes and more resources at CPALifePodcast.com

Rewind: Flexible Solutions through a New Accounting Model

Tired of endless 80-hour weeks? Chris Vanover is the President and Chief Auditor at CPAClub, formerly AuditClub, and on this special CPA Life Rewind Episode 82, he talks to John Randolph about how he and his team aim to give firms flexible access to experts on demand. Having started AuditClub in January 2022, Chris rebranded to CPAClub in November 2023 as the available services expanded, but the commitment remains the same: bringing value to firms who need expert support to service their clients, while always looking after the number one priority: CPAClub's workforce. Get the full show notes and more resources at CPALifePodcast.com