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.

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.

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.