Beyond Tax Season

Trow talks with Blake Oliver, CPA, co-host of the Accounting Podcast and founder of Earmark. Blake shares his unusual journey from classical musician to accountant, why accounting is really an information system, and how firms can escape the “Sally” (same as last year) mindset. They dive into value pricing, building sustainable firms, and how AI is already reshaping bookkeeping, tax prep, and advisory services. Blake also discusses Earmark’s mission to transform CPE into something flexible, accessible, and actually useful

Trow talks with John from Anomaly CPA about building a modern firm through value pricing, tax planning, and advisory services. John shares how his team of 32 has grown 20–30% year over year, the three client buckets they serve (startups, digital businesses, and real estate investors), and why proactive tax strategy delivers huge ROI. They also dive into hiring challenges, using social media to attract talent, and what the future of CPA firms looks like in 2030

Trow sits down with Brannon Poe, founder of Poe Group Advisors, to unpack what separates firms stuck at $1–2M from those that scale to $5–10M. Brannon shares his journey from CPA to M&A advisor, the importance of building a strong hiring process, how culture “spits out” bad fits, and why transition coaching is critical in firm sales. They also dive into the “seamless succession” approach, the ceiling of complexity, and how intentional focus on what matters helps firms grow without burning out.

Trow talks with David Bergstein, a 40-year veteran of the accounting profession, about what it really takes to grow beyond a million-dollar firm. They cover practical strategies for marketing, pricing on value, building a team of A-players, and leveraging AI all with one goal: helping firm owners achieve their dreams.

Trow and Loren Fogelman dive into why firm owners undercharge, how money beliefs impact rates, and Loren’s simple “Good, Better, Best” model to confidently raise prices without losing clients

Trow talks with Mathew Owens, a CPA turned real estate investor who’s raised $200M in equity and structured over $500M in deals. He shares lessons from the 2008 crash, why due diligence matters, and how strategies like 1031 exchanges, cost segregation, and seller financing help investors build wealth and cut taxes.

Trow sits down with Seth to share what it really takes for accounting and tax firm owners to break past the $1M mark.
They cover the mindset shifts, common mistakes, and proven strategies that help firms grow without burning out. If you’re ready to scale your firm while creating more freedom, this episode is for you.