How to Build Client Loyalty That Lasts

JD + CPA: Mike Payne on Building a $2M Firm That Does Law and Tax Under One Roof

Built 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.

Inside the $4M Fully Remote CPA Firm That's Redefining the Accounting Industry

What 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.

Align Your Team, Grow Your Accounting Firm: Mastering Meeting Rhythms

Most 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.

How to Build Client Loyalty That Lasts

Most 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.

Rewiring Accounting for Scale: Daniel Gertrudes’ Journey from Acquisition to Transformation

Despite 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.