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8 - Amy Holdsworth thinks firms should free accountants from admin work

James Rose welcomes Amy Holdsworth of Clarity Street to discuss improving operations inside accounting firms. They explore why tech is only a small part of the solution, how poor processes create roadblocks, and why protecting accountant time is key to growth. Topics covered Resources

7 - Building a lifestyle-first accounting business with Meryl Johnston

February 18, 2026

- by James Rose

James Rose hosts Meryl Johnston to discuss lifestyle design for firm owners and the trade-offs it requires. They discuss working backwards from an ideal day, saying no to protect time, reinvesting early into systems and people, and how Meryl stepped back from being CEO while keeping the business growing. Topics covered: Resources:

6 - Inside the habits and systems driving Seamless SMSF’s standout culture with Taryn Holman

February 4, 2026

- by James Rose

James Rose talks with Taryn Holman of Seamless SMSF about building culture by design. They explore hiring for fit, creating high-trust teams, and using experiences to strengthen relationships with clients and peers. Topics covered Resources

5 - John Knight on creating a people-first brand that draws top accounting talent

January 14, 2026

- by James Rose

James Rose speaks with John Knight of businessDEPOT about using brand and culture as a competitive advantage in professional services. They cover attracting entrepreneurial talent, fostering collaboration across disciplines, and what’s changed as the firm has grown and the accounting industry has evolved. Topics covered Resources

4 - Alan FitzGerald on finding clarity in accounting tech and making smarter software decisions

December 3, 2025

- by James Rose

James Rose hosts Alan FitzGerald, founder of Practice Connections and veteran accounting tech advisor, to discuss how firms can cut through the noise and choose software that truly fits. They explore why small firms move faster than the Big Four and what it takes to make tech decisions that actually stick. Topics covered Resources

3 - How to automate your firm the right way with Isaac Perdomo

November 19, 2025

- by James Rose

James Rose hosts Isaac Perdomo, co-founder of automation firm Opzer, to discuss how accounting and professional service firms can scale through smarter automation and process clarity. They talk about where to start and how smarter automation delivers up to 33% more clients even with a smaller team. Topics covered Resources

2- How search funds work (and why accountants excel) with Chris Davey

November 5, 2025

- by James Rose

James Rose meets Chris Davey, founder of Accountica and Search Fund Oz, to discuss the nuts and bolts of search funds and why accountants are uniquely positioned to succeed in ETA. They talk about models, capital, sourcing, and the day-to-day grind so first-timers know where to start and what this business really looks like. Topics […]

1 - Trent McLaren on how to become an intentional networker and build a strong accounting brand

October 14, 2025

- by James Rose

James Rose chats with Trent McLaren, co-founder of Vinyl and long-time accounting industry leader, about how intentional networking and authentic relationships have shaped his success. They discuss why personal connection outperforms marketing spend, how empathy drives client loyalty, and how building in public helped launch Vinyl to thousands of users in months. Topics covered Resources

146 - 6 stages to scaling your agency with Jason Swenk

- by James Rose

Jason Swenk has coached 1000s of agencies through their journey. It’s not always clear what you need to do to get to the next level. Jason has mapped out the digital agency growth lifecycle into a 6-stage, mountain-themed journey. In this episode, you’ll learn how to work out what stage you’re at and what you […]

145 - Building your referral engine with Gabrielle Chipeur

November 2, 2021

- by James Rose

Gabrielle Chipeur from the Well Paid Creative has a cool system for generating more referrals from clients. You’ll learn how to build your referrals, get better clients and make the most out of the ones you already have. Resources mentioned in the episode Well Paid Creative Website - tons of free stuff and resources there […]

144 - Creating amazing experiences for your clients with Taylor McMaster

October 26, 2021

- by James Rose

Want to create amazing experiences for your clients? Taylor McMaster from Dot and Company is here to share how you can do just that. You’ll learn what kind of things you can do to delight your clients, how to turn that into a process and how to hire amazing account managers. Resources mentioned in the […]

143 - How to make LinkedIn work for you with Nicole Osborne

October 21, 2021

- by James Rose

If LinkedIn seems like old news, Nicole Osbourne is here to share how you can make it awesome. It can actually be fun, and a great source for new, ideal clients. In this interview you’ll learn how to create your personal brand, what you should include on your profile and how to build your network […]

142 - Delegating and preparing for exit with Kenny Schumacher

October 12, 2021

- by James Rose

Kenny Schumacher has built and sold multiple productized services. In this interview you’ll learn what roles he delegated first, and how he was eventually able to remove himself from the business. Resources mentioned in the episode Closin Connect with Kenny LinkedIn Twitter Instagram About Kenny I graduated college in 2016 with finance and accounting degrees. […]

141 - Growing your business with Twitter with Samar Owais

October 5, 2021

- by James Rose

Samar Owais has chosen to stay small instead of growing an agency. For some people, the idea of running an agency just isn’t for them - and that’s OK. In this episode, you’ll learn how Samar has grown her business, how to network with Twitter, and what she is doing to scale. We cover: Niching […]

140 - Are you committing conversion crimes with Quinn Zeda

September 28, 2021

- by James Rose

User testing can dramatically increase your website conversions. It’s also a service that you could roll into your higher tier website maintenance plans. Quinn Zeda from Conversion Crimes joins the show for an amazing, insightful conversation on user testing. Learn how to run tests, how to recruit testers, how to interpret the results and more. […]

139 - Planning websites the right way with Jo Minney

August 31, 2021

- by James Rose

This episode was going to be called “WTF is Information Architecture,” but that would have probably made you tune out. I asked my friend Jo Minney to come on the show to answer exactly that question. She has an amazing process for planning websites that I found extremely interesting. It’s a professional way to plan […]

138 - Hiring amazing VAs with Andy Cabasso

August 24, 2021

- by James Rose

Do you dread hiring people? It can be such a time consuming process. But in this episode, you’ll learn how to create a simple, semi-automated process that helps you find the best candidates fast. Andy Cabasso from Postaga shares his process - the strategy, places to look for candidates, and tools to use. Resources mentioned […]

137 - What clients look for in an agency with Foti Panagio

August 17, 2021

- by James Rose

What do clients look for in an agency? Foti from Growth Mentor joins the show for a casual chat about the good, bad and ugly experiences he’s had working with agencies. You’ll get some ideas on how you can stand out, and how to put your potential clients' mind at ease and overcome objections. This […]

136 - Automation for agencies with Olivia Look

- by James Rose

Automation can have a dramatic effect on your agency, especially if you find yourself overworked and underpaid. Olivia Look from The Automated Agency joins the show for a chat about tools and processes that will help your team get more done. Resources mentioned in the episode Jimmy’s automated client onboarding video Notion Coda Connect with […]

135 - Using creative briefs to work effectively with Leticia Rita

- by James Rose

To avoid scope creep, you have to get the creative brief process right. It also means less fighting with your client later, preserving the relationship. Leticia from Holabrief joins the show to share: The 3 types of brief What should be in a creative brief How to create a solid briefing process Resources mentioned in […]

134 - Growing your agency through tech partnerships with Alex Glenn

- by James Rose

Do you help your clients implement software in their business? If you aren’t involved in the partner programs for that software, you’re leaving money on the table. In this episode with Alex Glenn from PartnerHub, you’ll learn how to leverage software partner programs to get exposure, generate leads, increase revenue and even improve your SEO. […]

133 - Productizing outside the box with Kris Croucher

- by James Rose

Kris from Just After Midnight has productized a service that many would write off as un-productizable. His story has so many practical tips around how to run a productized service in tandem with your existing agency. You’ll learn how to structure your team, common mistakes to avoid, how to create boundaries and much more. Resources […]

132 - Increasing your conversions with Kurt Philip

- by James Rose

In this episode, Kurt Philip from Convertica shares some simple ways you can increase conversions on your own, or your clients’ websites. You’ll learn about how to increase trust, where to focus your efforts and how to learn more about Conversion Rate Optimization. Resources mentioned in the episode Website - Convertica Connect with Kurt LinkedIn […]

131 - Creating a spin-off productized service with Chris Willow

- by James Rose

If you’ve ever thought about creating a productized service, this episode is for you. Chris WIllow from Service Provider Pro joins the show to talk about what’s working in productized services, how to get started without risking your current brand, and how to create processes. Connect with Chris Twitter Facebook YouTube About Chris I'm the […]

130 - Retaining clients through technology with Shaun Clark

- by James Rose

Shaun Clark from GoHighLevel joins the show to talk about client retention. Selling technology to clients is an under-utilised channel by agencies, yet it can be highly lucrative. On top of that, it can make them more likely to remain a client, even while they’re taking a break from your services, making it easier to […]

129 - Agency differentiation and CRO as a service with Peep Laja

- by James Rose

Peep Laja from CXL joins the show to tackle two awesome topics. First, you’ll learn how you can differentiate your agency from the thousands of others out there. Everyone talks about niching down, but few dig into the “how” to the level that Peep shares in this interview. Second, if you’ve thought about offering, or […]

128 - How to get clients through YouTube with Rob ORourke

February 9, 2021

- by James Rose

A YouTube channel can help you land clients easier than you might think. Rob ORourke from Fox Web School shares how that can be so, as well as tips on how to start your channel, get more subscribers and what equipment to use. Resources mentioned in the episode Fox Web School YouTube Brian Dean on […]

127 - How to hire amazing people with Anna Shcherbyna

February 2, 2021

- by James Rose

This is an absolute beast of an episode. Anna Shcherbyna from Remotivate joins the show to share a start-to-finish playbook on how to hire amazing employees. The conversation covers where to go to find people and all the steps to go through to make sure they’re a great fit before you hire them. Resources mentioned […]

126 - Embracing imposter syndrome and fear with Freshbooks co-founder Mike McDerment

December 22, 2020

- by James Rose

If you deal with imposter syndrome and fear in your business, you’re in good company. Today’s guest, Mike McDerment, is the co-founder of Freshbooks. His company has a team of 500 and he still faces it on the regular. In this episode you’ll learn how to put a positive spin on imposter syndrome to grow […]

125 - Create and automate a reviews service with Garrett Sussman

December 17, 2020

- by James Rose

If you’re on the lookout for new services you can add to your agency with very little effort, this is a great episode for you. Garret Sussman from Traject shares how you can add reviews and reputation management as a service. These can be an entire service offering on their own, or act as a […]

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