The B2B Podcast Index
Index
All categories
MarketingSalesSaaSFinanceHROpsLeadershipCustomer SuccessAI & DataProductStartups & FoundersRevOpsEngineering & DevTools
MethodologySubmit
Best of:MarketingSalesSaaSFinanceHROpsLeadershipCustomer SuccessAI & DataProductStartups & FoundersRevOpsEngineering & DevTools
An independent project byFame
SearchBest episodesGuestsInsightsMethodologySubmit a podcast
Index/Growing Your Firm
Growing Your Firm artwork

Why Accountants Are Leaving Money on the Table (And How to Fix It)

Growing Your Firm · 2026-04-10 · 39 min

0:00--:--

Episode notes

Are you tired of the "compliance grind"? Most accountants overlook a goldmine sitting right in their current database: Tax Resolution . With over 27 million Americans currently facing IRS issues, the demand for representation has never been higher. In this episode of Growing Your Firm , host David Cristello sits down with Michael Rozbruch , founder of Roz Strategies and a pioneer in the tax resolution industry. Michael shares how he grew a practice from his dining room table to a $23 million-a-year powerhouse and why now is the best time in history for firms to enter this space. In this episode, we explore: The "Stealth" Referral Letter: How to generate $5k - $10k cases from your existing clients without spending a dime on ads. The 4 Collection Alternatives: Michael simplifies the IRS maze into four main outcomes (Installment Agreements, Offer in Compromise, Penalty Abatement, and Currently Not Collectible). The $6,000 Marketing Campaign: A step-by-step breakdown of the "Old School" direct mail strategy that targets PTIN holders and generates consistent inbound leads.

More from Growing Your Firm

All episodes →
  • Solo CPA to $290k Revenue | Yuri Kapilovich67 / 100
  • How This CPA Built and Sold a $2M Accounting Firm with Adam Shay
  • How This Accounting Firm From 0 to $10M in 7 Years with Joe Manganelli
  • 15 minutes to Complete a Month-End Close? Interview with Issac Perdomo
  • How to Build a 90% Automated Accounting Firm
All Growing Your Firm episodes →