How This CPA Built and Sold a $2M Accounting Firm with Adam Shay

1 rich Libsyn https://www.libsyn.com 90 600 How This CPA Built and Sold a $2M Accounting Firm with Adam Shay Are you a firm owner trying to break past that next big growth plateau? Many managing partners and bookkeeping firm owners find themselves stuck in the daily grind, struggling to build a practice that can survive independent of their personal production. &nbsp; In this episode of Growing Your Firm, host Dave Cristello sits down with Adam Shay, CPA, a dad, entrepreneur, and high-performance firm coach. Adam pulls back the curtain on his own journey of building, scaling, and ultimately selling a multimillion-dollar accounting firm. Today, through Share the Knowledge LLC, he helps fellow owners design companies built with intention—and positioned perfectly for a future exit. &nbsp; Whether you are an operations manager trying to optimize workflow or a CPA starting a firm from scratch, this episode offers practical, data-driven strategies to maximize structural efficiency. &nbsp; In this episode, we unpack: The Firm Snapshot: What Adam's firm looked like two years prior to a successful sale (10 team members and nearly $2M in revenue). Ditching the Compliance Trap: Moving clients to a mandatory high-value advisory package that features proactive tax planning. The "Broken Process Document": Adam’s highly practical, low-friction Google Sheets strategy that empowers teams to log workflow bottlenecks as they happen. Capacity &amp; Staff Ownership: How to encourage senior team members to bring proposed solutions rather than just dumping problems on management. The Multiplier Mindset: Key metrics to track weekly, including labor efficiency ratios and technical rework percentages. A Candid Look at M&amp;A: The real-world nuances of working with specialized brokers and navigating post-merger transition periods. &nbsp; Featured Guest: Adam Shay &nbsp; Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals https://jetpackworkflow.com/growing-your-firm-podcast/ <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/41535905/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/item/41535905