What does it look like to run an accounting firm that’s built on relationships, not just reports? In this episode, Josh sits down with Kayla Shirson, owner of Shurson Group, to talk about what it really takes to grow a business that feels human even in a field most people find intimidating.

Kayla shares her story of buying and transforming a traditional firm, what she’s learned through scaling, and how she’s working to break the “boring accountant” stereotype. They dig into the real difference between tax filing and tax strategy, the biggest misconceptions people have about money, and how entrepreneurs can make smarter decisions on both the personal and business side of their finances.

From navigating risk and burnout to defining what success actually looks like, this episode is packed with practical insight and honest conversation, whether you love spreadsheets or avoid them at all costs.

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