Are you a firm owner trying to break past that next big growth plateau? Many managing partners and bookkeeping firm owners find themselves stuck in the daily grind, struggling to build a practice that can survive independent of their personal production.

In this episode of Growing Your Firm, host Dave Cristello sits down with Adam Shay, CPA, a dad, entrepreneur, and high-performance firm coach. Adam pulls back the curtain on his own journey of building, scaling, and ultimately selling a multimillion-dollar accounting firm. Today, through Share the Knowledge LLC, he helps fellow owners design companies built with intention—and positioned perfectly for a future exit.

Whether you are an operations manager trying to optimize workflow or a CPA starting a firm from scratch, this episode offers practical, data-driven strategies to maximize structural efficiency.

In this episode, we unpack:

The Firm Snapshot: What Adam's firm looked like two years prior to a successful sale (10 team members and nearly $2M in revenue).
Ditching the Compliance Trap: Moving clients to a mandatory high-value advisory package that features proactive tax planning.
The "Broken Process Document": Adam's highly practical, low-friction Google Sheets strategy that empowers teams to log workflow bottlenecks as they happen.
Capacity & Staff Ownership: How to encourage senior team members to bring proposed solutions rather than just dumping problems on management.
The Multiplier Mindset: Key metrics to track weekly, including labor efficiency ratios and technical rework percentages.
A Candid Look at M&A: The real-world nuances of working with specialized brokers and navigating post-merger transition periods.

Featured Guest: Adam Shay

How This CPA Built and Sold a 2M Accounting Firm with Adam Shay

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

How This CPA Built and Sold a 2M Accounting Firm with Adam Shay