Between 2 Firms: Who It's For and Who Sponsors It

Est. audience: 100
Apple rating: 5 from 1
Cadence: Every two weeks
Latest: 2026-09-16
By: Saga Accounting Solutions
Based on: 12 recent episodes

Covers: Accounting firm operations, client acquisition, practice management tech stacks, service pricing, and transition strategies.
For: Accounting firm owners, CPAs, bookkeepers, and tax professionals building independent practices.
Best for: Accountants seeking real world strategies to scale and manage their independent firms.
Skip if: Consumers looking for personal tax advice or general personal finance tips.

Start with

24 - Jason Blumer - AI, Change Management, and People-Oriented Systems for Accounting Firms: Using AI as a change management tool and building people-oriented systems in remote firms.
17 - Nick & Matt - From 16 to 72 Returns: Our First Full-Time Tax Season In Review: Reviewing tax practice tech stacks and operational systems for scaling client return volume.
14 - Nick & Matt - A to Z: Saga's Bookkeeping Process: Analyzing an end-to-end bookkeeping process and fixing operational weak points in a firm.

Summarised by AI from 12 recent episodes. Audience estimate and Apple rating from Podscan, checked 2026-11-03; treat the estimate as a guide and ask the show for its own numbers. Prices are not included. Report a mistake.