Episode 117 - Grow or Stay Small? Finding Your Firm's Sweet Spot with Dave Olsen and Shane Rowley - The Woodard Report Podcast

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

On this episode, Heather Satterley chats with Dave Olsen and Shane Rowley from Nimbl about a big question many accounting pros wrestle with: Should you keep your firm small and flexible or scale it up? Dave shares his personal journey of growing Nimbl from a solo practice into a thriving business with over 100 team members, while Shane talks openly about how he drove Nimbl's growth to $6 million in revenue (and what he learned along the way). You'll hear real-world stories, practical tips, and honest reflections about the challenges and rewards of growth, keeping your firm profitable without burning out, and protecting your firm's culture—even when things get messy. Whether you're ready to scale or happy staying small, this episode will help you find the clarity you need to build the business you truly want.

Resources mentioned during the show:

• What You Do Is Who You Are: How to Create Your Business Culture by Ben Horowitz

Thank you to our show sponsor, CorpNet! CorpNet is the trusted leader in business formation and compliance services, offering one of the best tools for accountants, CPAs and tax professionals nationwide.

Learn more about the show and our sponsors at Woodard.com/podcast