Podcast
7 Figure Accountant Podcast
Hosted by Nick Sinclair · EN
Welcome to the 7 Figure Accountant Podcast!
Most accounting firms never break $1M in revenue—but some do, and we uncover exactly how they did it.
Join host Nick Sinclair for two value-packed episodes each week: one featuring inspiring stories from firm owners who’ve successfully scaled beyond seven figures, revealing their challenges, strategies, and key turning points; the other, a shorter, high-impact 7 Figure Accountant Tactics episode, where Nick will tackle proven, actionable strategies you can implement immediately for instant results.
From pricing and operations to leadership and mindset, you’ll hear exactly what worked—and what didn’t—directly from those who’ve done it.
Want to scale your firm and break revenue plateaus? Learn from those who’ve on the 7 Figure Accountant Podcast.
Subscribe now and start learning from the best!
17episodes
Episodes
Newest firstAll episodes
JD + CPA: Mike Payne on Building a $2M Firm That Does Law and Tax Under One Roof
May 13, 202500:49:53Tap to summarizeBuilt Two Firms. Broke All the Rules. Created Something No One Else Had. In this episode of the 7 Figure Accountant Podcast, Nick Sinclair sits down with Mike Payne, JD, CPA, founder of BOSS Advisors, the first firm in the U.S. approved to legally combine law, tax, and accounting services under one roof. Mike shares how he left the Big 4, launched two firms at once (yes, really), and eventually built a $2M multi-disciplinary practice with 16 team members and a subscription-first model. What you’ll learn in this episode: ➡️ Why he ignored advice to "just pick one" and did both law and tax ➡️ How he used client subscriptions to stabilize cash flow and improve retention ➡️ The moment he finally raised his prices—and how that changed everything ➡️ The hiring mistake that led to a breakthrough pricing system ➡️ Why Friday is a no-client day at his firm—and what it does for productivity If you're looking for practical, bold, and battle-tested insight into firm building, pricing strategy, and leadership, this episode is a must-listen. 🎧 Watch or listen now to learn how Mike Payne built a business that works for him—and his team.
Transcribe →
Inside the $4M Fully Remote CPA Firm That's Redefining the Accounting Industry
May 6, 202500:52:31Tap to summarizeWhat if your accounting firm didn’t revolve around tax season? Greg O’Brien, CPA and Co-Founder of Anomaly CPA, is proving that the old model is broken—and he’s showing us what the new one looks like. In this episode of the 7 Figure Accountant Podcast, Greg joins Nick to unpack how he grew Anomaly from zero to $4M in under 6 years—without sacrificing sanity or culture. From ditching hourly billing and traditional partnership models to embracing advisory-first pricing and daily brand marketing, Greg's story is a masterclass in building a modern, people-first firm. You’ll discover: ➡️ Why he left a 6-figure corporate job to bet on himself ➡️ The high-stakes investment that redefined his entire business model ➡️ How he turned Anomaly into a marketing machine (that attracts both clients and top-tier talent) ➡️ His approach to hiring before you're ready—and why it works ➡️ What it takes to build a firm that runs without you in the day-to-day Plus, Greg gets honest about burnout, leadership, and what’s next for Anomaly on their path to $15M. Whether you're trying to break past $500K or you're gunning for $5M+, this episode is packed with bold strategies and deep insight.
Transcribe →
Align Your Team, Grow Your Accounting Firm: Mastering Meeting Rhythms
Apr 22, 202500:15:28Tap to summarizeMost accounting firm owners hate meetings. But meetings aren’t the problem. How you lead them is. In this episode of 7 Figure Accountant Tactics, Nick Sinclair shares the 7 meeting rhythms that turned his firms into high-performing businesses. You’ll learn: The two types of meetings every firm needs: operational and strategic How to run daily huddles that build leadership skills How monthly deep dives and workflow meetings fix bottlenecks fast Why quarterly off-sites are the real game changers If your meetings feel boring or pointless, it’s time to change how you lead. This episode gives you a simple, proven blueprint to turn meetings into momentum.
Transcribe →
How to Build Client Loyalty That Lasts
Apr 15, 202500:15:07Tap to summarizeMost accounting firms don’t lose clients because of bad work. They lose them because the experience feels forgettable. In this week's tactic, 7 Figure Accountant host and TopFirm CEO Nick Sinclair reveals how building a standout client journey—one that’s proactive, consistent, and caring—can become your firm’s biggest growth engine. In this episode, Nick discusses: ✅ Why slow responses and poor communication cause silent resentment ✅ How to design a client journey that builds trust and loyalty ✅ The CARE Framework for consistent client success ✅ Why improving client experience leads to 67% more profit—with the same clients If you want clients who stay, refer, and rave about your firm, it starts with mastering their journey.
Transcribe →
Rewiring Accounting for Scale: Daniel Gertrudes’ Journey from Acquisition to Transformation
Apr 8, 202500:49:04Tap to summarizeDespite no public accounting background or CPA to his name, Daniel Gertrudes runs GrowthLab, a multi-million-dollar finance business serving startups, founders, and fast-moving companies. What’s his story? After 15 years in corporate America leading M&A and restructuring work, Daniel took a leap into entrepreneurship. In 2015, he acquired a small bookkeeping firm—what followed was nearly a decade of transformation. He turned an old-school, hourly-billed practice into a future-focused operation offering bookkeeping, tax, FP&A, HR services, and even its own AI automation team. In this candid conversation, Daniel shares the highs, the hard lessons, and the heavy moments with TopFirm CEO and host Nick Sinclair. He talks about buying out the firm, overhauling team structure, and completely rebuilding the culture when things hit breaking point. In this episode, you’ll learn: 💡 Why bookkeeping and accounting firms are cashflow businesses at their core—and how to build around that truth 🔁 How Daniel led two major business reinventions to modernize systems, pricing, and service delivery 🧠 Why staying competitive today means thinking beyond compliance—and preparing for what AI is already changing Whether you’ve acquired a firm, are leading one through change, or you're rethinking your future business model—Daniel’s story is packed with insight and real-world takeaways you can use now.
Transcribe →
The Winery Accountant: Zane Stevens On Building a 7-Figure Niche Firm
Apr 1, 202500:43:18Tap to summarizeFrom 100-hour workweeks to building a firm with 40 team members across two continents — Zane Stevens has built something truly unique in the accounting world. Originally from South Africa, Zane moved to California and started his firm in 2014 with just a handful of clients and no formal marketing plan. Fast forward to today, and his firm, Protea Financial, serves over 170 wineries with $3.6M in annual revenue — all while operating fully remote, with a hybrid US–South Africa team structure. In this episode of the 7 Figure Accountant podcast, Zane shares how he: Transitioned from doing it all to building a business that thrives without him Doubled down on the wine industry and created deep operational expertise Replaced himself in every area — from delivery to leadership — without sacrificing growth Built a high-performing business focused on people, systems, and long-term sustainability Whether you're niching down or trying to step out of the day-to-day, tune in now to hear Nick Sinclair’s conversation with Zane. It’s packed with lessons for firm owners who are ready to roadmap their scaling strategy.
Transcribe →
How to Go from No Clients to Seven Figures
Mar 25, 202500:53:19Tap to summarizeNo clients. No savings. No clear roadmap. At 26 years old, Andrew Van De Beek took a massive leap—quitting his accounting job without any immediate prospects or plans. Fast forward to today, he’s built Illumin8, one of Australia’s most modern and people-first accounting firms, while successfully stepping out of daily operations. In this episode of the 7 Figure Accountant podcast, Andrew sits down with TopFirm CEO and host Nick Sinclair to share the bold decisions, brand strategies, and leadership lessons that helped him scale his firm beyond seven figures. You’ll learn: ✅ Why most accounting firms fail to scale—and how to avoid their mistakes. ✅ How to create a brand that attracts the right clients (and repels the wrong ones). ✅ The mindset shift that took Andrew from being stuck in the work to leading his business. ✅ How he built a firm that runs without him—and why you should aim for the same. If you’ve ever wondered how to build a firm that thrives without you, attract high-value clients, and finally step into a true leadership role, this episode is your blueprint. Don’t miss it! Subscribe to our channel to watch the latest episode.
Transcribe →
From Small Town Roots to Seven-Figure Success with Katy LaBarbera
Mar 18, 202500:43:56Tap to summarizeAt just 29 years old, Katy LaBarbera left her small-town job at a firm to start her own accounting practice with nothing but determination and a vision. Despite launching during the 2007-2008 recession, her firm continued to thrive because businesses needed financial guidance. What started as a solo operation quickly grew beyond her expectations, fueled by strong client relationships and a relentless commitment to excellence. To date, she’s scaled her firm past the seven-figure mark, proving that success isn’t limited by geography—it’s driven by mindset, strategy, and persistence. In this episode of the 7 Figure Accountant podcast, Katy shares her journey from early struggles to thriving success with TopFirm CEO and host Nick Sinclair, including: ✅ The mindset shift that helped her scale her firm ✅ How she transitioned from solo practice to a thriving team ✅ The importance of cloud technology in building a modern firm ✅ Hiring strategies that created a high-performing, values-driven team ✅ Why not niching down actually worked for her business For an inspirational and motivational story of beating the odds and building a thriving accounting firm with grit and persistence, don’t miss this episode. 🎧💡
Transcribe →
Your Firm’s Most Important Number—Are You Tracking It?
Mar 13, 202500:14:27Tap to summarizeYour highest-paying clients aren’t your most profitable clients. Many accounting firms fail to review their client base with a keen eye. The cost? Underpricing, scope creep, and wasted capacity. In this week's episode, host Nick Sinclair breaks down a critical yet overlooked tactic—evaluating your client base—to ensure you’re serving the right clients at the right price. This isn’t just theory. This is the process that helps firms grow past the seven-figure mark while working less, not more. By the end of the episode, you’ll know: ✅ Why 99% of firms haven’t reviewed their client base in years (and why you need to) ✅ The three client categories—Ideal, Potential, and Non-Ideal—and what to do with each ✅ The biggest mistake firm owners make—confusing high revenue with high profitability ✅ How to increase revenue without adding a single new client ✅ The simple pricing fix that will instantly improve your bottom line Do you find your firm struggling to keep up with client demands but not seeing the profit to match? Then this episode is for you. Nick will show you exactly how to review, optimize, and restructure your client base so you can scale profitably—without adding more work to your plate. Tune in now!
Transcribe →
Accounting Firm Owner on Rapid Growth to 7 figures
Mar 11, 202500:38:14Tap to summarize“You don’t need to grow a massive firm. You need a firm that works for you.” In this episode of the Seven Figure Accounting Podcast, we sit down with award-winning accountant and firm owner of All In Advisory, Aly Garrett, to uncover how she built a thriving, cloud-based firm while maintaining work-life balance and a strong company culture. Garrett comes from a family of accountants and spent 25 years working across various accounting firms before breaking off on her own. Aly shares the key mindset shifts and strategic decisions that allowed her to scale her firm quickly, automate processes, and retain top-tier talent—all while working part-time from day one. Here are just a few insights you’ll take away from this episode: ✅ The power of niching down—Why being selective about your clients leads to faster growth and higher profitability. ✅ Scaling without burnout—How Aly built an automated, cloud-first firm that runs without her being in the trenches. ✅ Hiring the right way—The crucial mistake she made with hiring and how she turned it around with a top-down approach. ✅ Leveraging outsourcing the smart way—How offshoring enabled her firm to scale efficiently without bloated overhead. ✅ Building a business by design—How she intentionally structured her firm to align with her personal and professional goals. Looking for ways to build a rock-solid team, and reclaim your time? You won’t want to miss this conversation.
Transcribe →