Future Firm Accounting Podcast

My 2025 Year in Review: What Worked, What Didn't, and What I Learned

29 Dec 2025

Contributed by Lukas

Best revenue year yet, but hardest year of my life. Here's my honest look back at 2025 and what I learned.

Why My Future Firm Team Is Mostly Based in the Philippines

27 Dec 2025

Contributed by Lukas

Most of my team is in the Philippines—one of the best decisions I've made. Here's why it works and how to do it right.

How to Plan for 2026 Without Overcomplicating It

22 Dec 2025

Contributed by Lukas

Many firm owners work more but aren't happier. This planning exercise helps you figure out what you want from 2026—and how to get it.

The Role Clarity Framework That Eliminates Constant Questions

18 Dec 2025

Contributed by Lukas

Why does your team come to you for every decision? It's not a people problem—it's a clarity problem. Here's how to solve it.

Why Some Things That Matter Most Don't Scale

15 Dec 2025

Contributed by Lukas

Not everything in business should scale. I share what happened when my former junior kept a tradition I started—and what it taught me about legacy.

How to Grow Your Firm Over the Holidays (By Doing Less)

11 Dec 2025

Contributed by Lukas

Disconnecting during the holidays makes your firm stronger, not weaker. Discover five ways on how you can help yourself and your team by doing less.

Mid-6-Figure Bottleneck: When to Hire Your First Senior Resource

08 Dec 2025

Contributed by Lukas

There's a fork in the road every mid-6-figure firm faces. One path leads to growth, the other keeps you grinding for years.

Why You Need to Ignore What Other Firm Owners Are Doing

04 Dec 2025

Contributed by Lukas

One invisible habit is quietly destroying your confidence as a firm owner. Learn how to protect your progress and stay focused on what actually matter...

What AI Will Never Be Able to Do (And Why That's Your Advantage)

01 Dec 2025

Contributed by Lukas

A 14-second silence during a coaching call revealed something unexpected about the future of accounting. Here's what happened next.

6 Ways to Remove Yourself from Client Relationships

27 Nov 2025

Contributed by Lukas

The busiest firm owners are stuck to their clients. Discover six strategies to break free and build a firm that runs without you.

The Simple Practice That Prevents Burnout in Accounting Firms

24 Nov 2025

Contributed by Lukas

Burnout doesn’t always come from workload—it often comes from what you don’t do. Discover a simple practice that helps firm owners stay energize...

The Hidden Cost of Underpaying Your Team Members

20 Nov 2025

Contributed by Lukas

Budget wins can become talent losses. Learn a smarter way to view compensation that stabilizes your team over time.

The Two High-Leverage Tasks That'll Actually Beat Busy Season

17 Nov 2025

Contributed by Lukas

The path out of busy season chaos is short and direct. Two choices can reshape your calendar and your cash flow.

How to Stand Out in the Age of AI Content

13 Nov 2025

Contributed by Lukas

AI gets you to “good enough.” The edge that earns trust comes from something you might have overlooked.

The $54 Tax Return Sign That Haunts Me

10 Nov 2025

Contributed by Lukas

I used to walk past a storefront screaming “$54 tax returns.” Here’s why that price hurts profits—and who it attracts.

How I Fixed My Broken Hiring Process

06 Nov 2025

Contributed by Lukas

My hiring was broken—and painful. Here’s the mindset shift that turned our job post into a magnet for A-players—no recruiters required.

Revenue Per Employee - What's Actually Good?

03 Nov 2025

Contributed by Lukas

Same revenue, different life: EHR tells the truth. See why RPE needs context—and what to fix first.

Same Work, 2.67x The Price

30 Oct 2025

Contributed by Lukas

Want to charge more without doing more? This episode breaks down how better packaging and framing can transform your firm’s pricing.

App Overload? Start Here.

27 Oct 2025

Contributed by Lukas

Too many tools, too little progress. Find out which three app types deliver real results for modern accounting firms.

How One CPA Became the Best Husband Ever (And Built a Company)

23 Oct 2025

Contributed by Lukas

A CPA turned missed tax payments into an automated system—and a startup. Learn how client-first innovation and AI can transform your firm.

Why Clients Ghost You (And What To Do About It)

20 Oct 2025

Contributed by Lukas

Still chasing clients for info? Discover why it happens and how to simplify your process so clients respond faster and happier.

Are You Falling Behind? The Real Problem Most Firm Owners Miss

15 Oct 2025

Contributed by Lukas

Think your workflow’s the problem? It’s not. This episode exposes the three hidden leaks draining your firm’s time, profit, and sanity.

The Million-Dollar Mistake Most Firm Owners Make

13 Oct 2025

Contributed by Lukas

Your conversion rate might look great—but it could be killing your profits. This episode reveals the million-dollar mistake many firms make.

The Truth About Burnout Recovery (What 85% of Firm Owners Got Wrong)

09 Oct 2025

Contributed by Lukas

Most firm owners think they know the cure for burnout—but the data tells a very different story. Find out what actually works.

It's All Your Fault - Taking Ultimate Accountability in Your Firm

06 Oct 2025

Contributed by Lukas

What if every problem in your firm traced back to you? Accountability is the key to stronger leadership and lasting growth.

Stop Chasing Shiny Objects and Focus on What Actually Matters

02 Oct 2025

Contributed by Lukas

Our industry is addicted to shiny new things. But it’s the overlooked fundamentals that actually drive lasting success.

The Infomercial Formula: 4 Sales Secrets Every Firm Owner Should Know

29 Sep 2025

Contributed by Lukas

Infomercials may be cheesy, but their formula sells. Here’s how to use the same psychology in your firm’s sales.

The 2025 Pricing Benchmark Report: What Your Peers Are Really Charging

25 Sep 2025

Contributed by Lukas

Check out my pricing insights from the 2025 Benchmark Report I co-created with Ignition → https://www.ignitionapp.com/us/2025-accounting-tax-pricing...

I'll Pay You 10x More for These 3 Reasons

22 Sep 2025

Contributed by Lukas

Discover what’s possible when your positioning and sales process click. Learn why some firms charge more—and still win.

The Bar For Your Firm Is SO Low (And How to Raise It)

18 Sep 2025

Contributed by Lukas

Clients just want help when they need it. So why do so many firms fall short? The reason is simple—yet too often ignored.

How One Firm Owner 2x’d His Revenue in 5 Months (And Built A Firm That Could Run Without Him)

15 Sep 2025

Contributed by Lukas

From completely overwhelmed to 2x revenue in 5 months. Learn how one CPA built a firm that could run without him when life happened.

Welcome to the Introverted Club

11 Sep 2025

Contributed by Lukas

Many firm owners are introverts—and that’s a strength. Learn how introversion can power growth and success in your accounting firm.

The Worst Day of My Career (And Why I'm Grateful For It)

08 Sep 2025

Contributed by Lukas

I’m sharing a story I’ve never told before—my most humiliating career moment. Painful then, but it became the turning point for everything.

How Your Clients Are Shopping for You

04 Sep 2025

Contributed by Lukas

Learn how clients are choosing you. Understand their comparisons with other accounting firms and what drives their decisions.

The Big Mistake That Took Me 2 Years to Realize

28 Aug 2025

Contributed by Lukas

I made a big business mistake and only realized it two years later. Here’s what happened—and how you can avoid doing the same.

What Most Firm Owners Suck At (Including Me)

21 Aug 2025

Contributed by Lukas

Most firm owners struggle with delegation. I did too. My 4-step FIRM Delegation System will help you delegate better and grow faster.

Why AI Will Make Your Life Harder

14 Aug 2025

Contributed by Lukas

Many firm owners see AI as the answer to every problem. Here’s why, despite the hype, it may be making our work harder, not easier.

How to Avoid Hitting a Wall in Your Firm

07 Aug 2025

Contributed by Lukas

We all hit walls in business. Check out my story on how I was able to overcome it and what you can do to avoid hitting the wall.

Your Quest for Perfect Processes is Ruining You

31 Jul 2025

Contributed by Lukas

Trying to perfect your firm’s processes? It might be holding you back. Here’s what to watch out for and what to do instead.

Welcome to Burnout-Ville

24 Jul 2025

Contributed by Lukas

Too many firm owners are feeling burned out. Let’s explore why this happens and how to maintain balance while growing your firm.

How to Turn Your Angriest Customer Into Your Biggest Fan

17 Jul 2025

Contributed by Lukas

Your clients can be upset or disappointed. Learn 3 strategies to rebuild trust, resolve issues, and turn dissatisfaction into satisfaction. ...

The One Metric To Optimize In Your Firm

10 Jul 2025

Contributed by Lukas

Firm owners track tons of metrics—but one matters more than all the rest. Find out the key stat every firm owner should focus on.

AI and Your Firm: How Should We Be Thinking About Its Impact?

04 Jul 2025

Contributed by Lukas

AI is moving fast, and many fear the future. Here’s my take on what might actually change in your firm as adoption and maturity grow.

What The Top 50 Modern Firms Do Differently (Part 2)

26 Jun 2025

Contributed by Lukas

This is part two of our podcast on the Top 50 Modern Firms—digging into what sets them apart and what you can take away for your own firm.

What The Top 50 Modern Firms Do Differently (Part 1)

19 Jun 2025

Contributed by Lukas

We recently finished working on a major resource: the Top 50 Modern Firms. Find out how we selected them (No, it’s not just about revenue).

Good Boss, Bad Leader

12 Jun 2025

Contributed by Lukas

Discover the key difference between managing and truly leading a team — and why being a good boss doesn’t always mean you’re a great leader.

A Good Team Might Be The Most Important Thing Of All

05 Jun 2025

Contributed by Lukas

Stepping away from your business isn’t easy. Discover why having the right team in place makes all the difference.

Should Your Firm Still Invest in SEO?

29 May 2025

Contributed by Lukas

SEO helped me grow two 7-figure businesses. With AI changing how people search, here’s my take on whether it still works today.

Authenticity: The Key to Successful Content Marketing

22 May 2025

Contributed by Lukas

In today’s AI-heavy world, authenticity is the new currency in content marketing. Discover how being real builds trust and audience. 

The Critical Feature of a Systematized Firm: Predictability

15 May 2025

Contributed by Lukas

Predictability is key if you want to systematize your firm. Here are a few practical tips I used back when I was running mine.

Avoid Saying These 4 Things to Potential Clients

08 May 2025

Contributed by Lukas

I’ve seen many firms use selling points that not only fall flat—but can actually push potential clients away. Here’s what to avoid.

My Top 4 AI Apps Right Now

01 May 2025

Contributed by Lukas

I use AI for problem solving and replicating my expertise so my members could pick my brain 24/7. Here are my 4 favorite AI apps right now.

Only 2 Things Solve Being Super Busy

24 Apr 2025

Contributed by Lukas

More tech won’t fix your capacity crunch if you’re maxed out. This episode breaks down a smarter way to tackle overcapacity head-on.

Finding Clients in Online Communities (Easy & Cheap)

17 Apr 2025

Contributed by Lukas

Virtual networking can boost your firm’s visibility if done right. Here’s how to make it work without spending a fortune or too much time.

Episode 200: You're The Boss

10 Apr 2025

Contributed by Lukas

In episode 200 I review a major theme of importance for those running firms: you are the boss and you are the one in control of your own destiny.

The Client Overview Template: The Key to Smooth Knowledge Transfers

03 Apr 2025

Contributed by Lukas

Avoid missed work and unhappy clients with a client overview template. Discover how this can help you systematize your firm.

What To Include in Your 3-Tiered Packages

27 Mar 2025

Contributed by Lukas

My favorite way to standardize services and make scaling easier is 3-tiered pricing. Here's what to include in each tier.

Your Firm's Biggest Priority (Is Not What You Think)

20 Mar 2025

Contributed by Lukas

At a recent accounting conference, the loudest cheers were for a small software update. In this episode, I explain why that might be a problem.

Job Descriptions: The Key to More Autonomy in Your Firm

13 Mar 2025

Contributed by Lukas

Find out how clear job descriptions build accountability, make delegation easier, and free up your time to focus on scaling your firm.

Referral Programs for Accounting Firms

06 Mar 2025

Contributed by Lukas

Most firms take a passive approach to referrals, but a proactive strategy can bring in high-quality clients — if done the right way.

If The System Was Magic, What Would It Do?

27 Feb 2025

Contributed by Lukas

There's always room to improve your client experience. In this episode, I share how this question by Jeff Bezos can help your firm.

Content Marketing for Your Accounting Firm: Should You?

20 Feb 2025

Contributed by Lukas

Are you considering content marketing to help get more clients for your firm? Hear about my experiences and insights to help you decide.

I've Cloned Myself...

13 Feb 2025

Contributed by Lukas

Click here to get more details about RyanBot: https://docs.google.com/document/d/1i_GfdO78_PHBqBdY8G5LljvIat2NPMrA1kQP6mjQG04/edit?usp=sharing

Why is PE Interested in Buying Your Firm?

06 Feb 2025

Contributed by Lukas

Private equity is targeting the accounting industry. In this episode, I dive into the reasons why and what it means for your firm.

How to Handle an Upset Client

30 Jan 2025

Contributed by Lukas

Every firm will have unhappy clients. Discover quick and effective ways to turn situations around and keep clients happy.

What My Team Looked Like (From Scratch to Sale)

23 Jan 2025

Contributed by Lukas

Discover how I built my Xen Accounting team — who I hired first, why I chose them, and how my team evolved before I sold my firm.

5 Steps to Delegate More at Your Firm

16 Jan 2025

Contributed by Lukas

Learn how to delegate the right way so you can hand off tasks you don’t enjoy, free up your time, and focus on what matters most.

My Thoughts on the Bench Meltdown

09 Jan 2025

Contributed by Lukas

Bench, a leading bookkeeping firm, abruptly shut down recently. Here are my insights on this news and what this means for your business.

If At First You Don't Succeed, Try, Try Again

02 Jan 2025

Contributed by Lukas

To succeed in business, you’ll need strong sales, marketing, and more. However, there's one quality that could make all the difference.

The Hardest Firm Owner Trait to Master

26 Dec 2024

Contributed by Lukas

What trait sets successful firm owners apart? In this episode, I share the key quality for achieving your ideal work-life balance.

How To Work With A Virtual Assistant

19 Dec 2024

Contributed by Lukas

Offshoring virtual assistants came with challenges. Learn how I tackled them and found success, even with no prior experience!

Increasing Your Prices Without Changing Service Levels.

12 Dec 2024

Contributed by Lukas

Many firm owners struggle with raising prices for underpaying clients. Discover the challenges involved and how to overcome them.

Burnout.

05 Dec 2024

Contributed by Lukas

Burnout is a common challenge for firm owners. Discover my insights on burnout, plus practical tips to prevent and overcome it.

4 Easy Tax Season Marketing Tactics

28 Nov 2024

Contributed by Lukas

Make tax season marketing manageable with these 4 easy tactics. Keep your campaigns effective without overloading your schedule.

How to Streamline Document Collection This Tax Season

21 Nov 2024

Contributed by Lukas

Many firms struggle with document collection during tax season. In this episode, I share why it's an issue and how I recommend handling it.

Your First Step To No Overtime This Tax Season

14 Nov 2024

Contributed by Lukas

Tax season often leads to overtime, but it doesn’t have to. Start with these simple strategies to enjoy a smoother tax season this year.

The Best 3-Tiered Packages Do These 8 Things

07 Nov 2024

Contributed by Lukas

I'm a big believer in 3-tiered pricing. Here’s what makes the best packages stand out and why they can help you close more deals.

How to Delegate Advisory Work to Your Team

31 Oct 2024

Contributed by Lukas

Are you struggling to add advisory services without taking on all the work yourself? Learn how to delegate and make advisory work scalable.

My 8 Best Tip to Reduce Stress in Your Firm

24 Oct 2024

Contributed by Lukas

Running a firm can be stressful. Discover the top 8 stress-reducing tips that I used when I ran my firm and now in my current business.

How to Turn Advisory Work Into a Recurring Service

17 Oct 2024

Contributed by Lukas

Advisory services give clients peace-of-mind, but they're often delivered ad hoc. Here's how to offer advisory services on a recurring basis.

Never Ignore This Critical Skill as a Firm Owner

10 Oct 2024

Contributed by Lukas

There's one skill they don't teach you in school that can have a huge impact on your business. Find out how to harness it in this episode.

6 Reasons Why Buyers Were Interested In My Firm

03 Oct 2024

Contributed by Lukas

I sold my firm 5 years after starting it. Discover the 6 reasons why buyers were interested, and get tips that could help you sell your firm.

The 3 Non-Negotiable Team Member Traits

26 Sep 2024

Contributed by Lukas

Employee turnover is often caused by hiring people with the wrong traits. Discover the 3 traits I require in every team member we hire.

You Only Need These 4 Things to Have a Great Firm

19 Sep 2024

Contributed by Lukas

Running a firm can be complex. But many firm owners overcomplicate it. Discover the only 4 things you truly need to have a great firm.

10 Ways We're Getting Serious With Cybersecurity

12 Sep 2024

Contributed by Lukas

Don't take cybersecurity for granted. Learn 10 steps we're using to protect ourselves and how they can help safeguard your business too.

My Firm's Best Marketing Wins

05 Sep 2024

Contributed by Lukas

Discover the 4 biggest marketing wins that generated leads and new business for my firm, so you can apply the lessons to your own business.

My Firm's Worst Marketing Fails (And Lessons Learned)

29 Aug 2024

Contributed by Lukas

Learn from my marketing missteps at Xen Accounting. In this episode, I share my biggest failures to help you save time, money, and effort.

Should Your Firm Niche

22 Aug 2024

Contributed by Lukas

Niching is a powerful tool to cut through the noise. But should your firm do it? And if so, how? Listen to this episode to find out.

The 5 Biggest Factors Impacting Your Firm's Valuation [In Order]

15 Aug 2024

Contributed by Lukas

Do you know what actually impacts your firm’s value? Discover the 5 key factors buyers consider when determining your firm's worth.

7 Big Misconceptions Firms Have About Overseas Offshoring

08 Aug 2024

Contributed by Lukas

I’ve built remote teams for over a decade. If you want to hire offshore team members, make sure you avoid these 7 big misconceptions.

The Pricing Trick to Avoid Price Disagreements

01 Aug 2024

Contributed by Lukas

Fire Bad Clients to Quickly Add Capacity

25 Jul 2024

Contributed by Lukas

Discover a step-by-step process to rank your clients and eliminate your worst ones, so you can cut workload and boost profitability.

4 Steps to More Partnerships

18 Jul 2024

Contributed by Lukas

Leveraging partnerships can grow your business fast if done right. Follow these steps to improve your chances of landing more partnerships.

Your Clients Don't Care About What You Do

11 Jul 2024

Contributed by Lukas

Your clients aren't interested in your processes or tasks. Discover what they truly want and how you can better satisfy their needs.

Process Improvement is Not a Top Priority

04 Jul 2024

Contributed by Lukas

If your goal is to systematize your firm, improving processes shouldn't be your top priority. Find out why in this episode.

Reminder

27 Jun 2024

Contributed by Lukas

In business, we often lose sight of what’s truly important. This episode serves as a reminder to re-center and focus on what matters most.

The Partner Email Swap Marketing Tactic

26 Jun 2024

Contributed by Lukas

Effective marketing doesn’t always have to be complex. Discover a simple yet effective strategy overlooked by most firms.

Is In-Person Better Than Remote

13 Jun 2024

Contributed by Lukas

I'm a strong advocate of remote work but in-person shouldn't be overlooked. Find out the benefits and drawbacks of each approach.

New Service Idea Time-Saving Accounting Audit

06 Jun 2024

Contributed by Lukas

Most firms struggle to show how they can save clients time. In this episode, I'll share how to market & sell this benefit effectively.

Pricing High Can Make You Busier

30 May 2024

Contributed by Lukas

Discover the drawbacks of pricing high. Learn to balance profitability with manageable work hours and scale your services effectively.