How BELAY built, grew, and sold a people-first firm

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Overview

How do you grow from a two-person startup to a 70+ employee accounting firm and then sell it successfully?

Chartered accountants, Brad and Meredith Ebenhoeh, built their firm, Accountfully (recognized seven times among America’s fastest-growing private companies) and now part of BELAY and have since become leading voices in accounting and small-business growth.

In Episode 14, they share the strategies and mindset shifts behind successfully building a modern outsourced accounting powerhouse.

You’ll see how BELAY use Fathom to:

  • Engage clients with clear, visual insights
  • Scale advisory services without sacrificing quality or culture
  • Build a performance-driven team with autonomy and template

See Fathom in action

Brad and Meredith walk through their monthly client review process using Fathom and how they turn financial data into clear, actionable insights during real client meetings.

  • KPI scorecard for revenue, margins, and cash flow
  • Cash Flow Waterfall to exolain how P&L and balance sheet interact
  • Breakeven analysis to highligh cost control opportunities
  • Goalseek tool for scenario planning and pricing decision

These tools turn complex numbers into visual stories that spark meaningful conversations with clients.

Key takeaways

  • Quality drives growth: Sustainable scaling requires maintaining service excellence, even if it means slowing onboarding.
  • Niche and complementary services are the secret to success: BELAY specialise in consumer packaged goods. Adding tax/inventory services created a strong value proposition.
  • Culture is a growth engine: Transparent leadership and autonomy attract and retain top talent.
  • Client engagement matters: Visual tools like Fathom transform financial reviews into strategic conversations.
  • Data-driven decisions win: Internal dashboards and KPIs improve profitability and resource allocation.

Watch to learn how to turn financial data into actionable insights and grow your firm with confidence.

Learn how to

  • Enhance client advisory services using visual tools to communicate financial performance clearly and confidently.
  • Implement scalable processes and KPIs to manage team performance and profitability.
  • Develop strategies for growth and talent retention while maintaining a high service quality and culture that attracts great people.
  • Use Fathom to create actionable insights for clients in a monthly client review process.

Learn how to

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About your presenter
About your presenters
Brad and Meredith Ebenhoeh

Brad and Meredith Ebenhoeh, are chartered accountants and the founding duo behind Accountfully: the modern accounting firm that grew from a two-person startup into a 70+ strong team before being successfully acquired and becoming, BELAY. Their story is about continual learning, a focus on people first, and a relentless pursuit of quality.

Meredith’s passion is operational excellence, creating scalable systems and a culture where people thrive. Brad is focused on strategy and growth, embracing cloud technology early to help clients turn complex numbers into clear, actionable insights. Together, this husband and wife team prove you can grow fast without losing what matters most: trust, flexibility, and human connection.

Connect with Brad and Meredith

Meredith Ebenhoeh CPA, Managing Director | Brad Ebenhoeh CPA, Director of Sales | BELAY

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