In this episode of Accounting for Growth, Chad Person and Dawn Howard discuss the challenges faced by accounting firms in navigating growth while protecting margins. They emphasize the importance of communication among leadership, strategic decision-making, and the role of technology in enhancing client experience. The conversation highlights the need for firms to be proactive in their approach to growth and to understand the implications of their decisions on profitability and talent retention.

Takeaways

•Costs are rising, and talent is becoming more expensive.

•Not all growth contributes positively to profitability.

•Effective communication is essential for managing partners.

•Firms must protect their margins while investing in growth.

•Understanding where you want to grow is crucial for strategy.

•Pricing power begins long before proposals are made.

•Underselling value can significantly harm margins.

•Innovation should not be halted during uncertain times.

•Clients expect firms to leverage technology for efficiency.

•Clear communication and vision lead to better decision-making.

Links

Dawn Howard– Fractional CMO, YorCMO

LinkedIn: https://www.linkedin.com/in/dawn-howard-m-s-b4a6b911

Accounting for Growth is the podcast for CPA firm leaders who know referrals aren’t enough. Hosted by Chad Person, founder of AccountingCMO and fractional CMO to high-growth accounting and advisory firms, each short episode features outside experts with fresh takes on how accounting firms can overcome inertia, unlock opportunity, and confidently scale.

In under 12 minutes, you’ll hear punchy, actionable conversations with marketers, data experts, technologists, and strategic advisors working at the edge of accounting innovation. Whether it's AI in sales, better positioning, or building a smarter pipeline, each guest brings a clear takeaway on how to drive meaningful, measurable growth.

Brought to you by AccountingCMO and powered by yorCMO, this podcast helps you rethink growth, without fluff or filler.

Ways to Tune In

•Amazon Music - https://music.amazon.com/es-co/podcasts/0dd0a29a-4f47-4480-b01b-6115ddccb42e/accounting-for-growth

•Spotify -https://open.spotify.com/episode/4uGxGsuJPMs2vgc7RThgWm?si=fQxYnDEiQtinP5co97EuZA

•Creator: https://creators.spotify.com/pod/profile/accounting-for-growth-pod

•Youtube: https://youtu.be/6L0kHViCnKU

Accounting for Growth podcast is produced by Frost Media Group

Learn more at https://frostmediagroup.com