You ask clients to send a PDF through a secure portal. If they can't, they're not your client.

Sounds harsh. It's not, it's a filter.

Episode 80 features Christopher Papin, who runs a law firm AND a CPA firm at the same time, and somehow still keeps a third of his day for life outside the office. Forbes and Thomson Reuters have both recognized his work. He's also the author of "168 Hours" and host of the BLABO podcast.

In this conversation, Chris breaks down the exact onboarding system that gets him a 70-80% close rate, why he calls every signed letter of intent a "promise ring," and how hiring people with bartending and hospitality backgrounds fixed his client communication overnight.

If you've ever lost a deal because you didn't ask the right follow-up question, this one's for you.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

You've spent years building your firm. But if someone asked what it's worth today, could you actually answer that?

Most owners can't. And that gap is exactly where deals fall apart.

Justin Farmer is a licensed attorney and business intermediary who has helped close accounting firm transactions for over 12 years, with a 100% accepted-offer track record. He's sat at more closing tables than most CPAs will see in a lifetime, and he pulls zero punches about what separates a clean exit from a costly one.

In this episode: why not knowing your financial goal is the #1 deal-killer, how to structure internal succession before you ever go to market, and why even a $500K solo practice can sell, if you're reasonable.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

What if you could own a thriving accounting firm without a CPA, EA, or even industry experience?

Nik Watson did just that at 23 years old. After four failed startups and zero accounting background, he landed his first acquisition using a personalized pitch deck and the grit most people avoid.

In this episode, Nik shares:
 • Why value-based pricing and 3-tier offers aren’t optional in 2025
 • The exact tools and AI stack he’s using to stay lean
 • The mistake most buyers make that kills the deal
 • His transition from marketing agency to tax firm owner

This episode is for anyone who’s looking at M&A, firm expansion, or just done billing by the hour.

🔗 Connect with Nik: https://www.linkedin.com/in/nik-watson/

🎧 Listen now. You'll walk away with ideas you can actually apply.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

2025 nearly broke me.
Clients dropped. Revenue cratered. My dream car? Totaled by a dump truck, with no one inside. At our lowest, we were bleeding over $12,000/month.

But we didn’t quit. And by November, we closed 10 new clients in a month and had our first $15K cash day.

In this special New Year’s edition, I walk through the real story behind the posts: the burnouts, breakthroughs, and the shift that brought us back.

What I cover:

• The exact moment I considered shutting it all down
• Why discounting for quick cash nearly wrecked us
• The “Mexico Meltdown” that set off the chaos
• The daily habits that pulled me out
• 3 muscles I had to build to survive the year

If you're in a tough season… listen to this.

You're not behind. You're not broken. You're being forged.

👉 Subscribe, share, and message me if this hits.
Let’s make 2026 the comeback year, together.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

Most firms treat meetings like a checkbox. Talk. Wrap. Move on.

But what if the way you run and follow up on meetings is quietly costing you hours each week and revenue you don’t realize you’re losing?

Jordan Vickery, co-founder of Vinyl, joins the show to reveal how firms are reclaiming 30-40 minutes per meeting, identifying hidden sales opportunities, and coaching their teams using nothing but meeting transcripts.

If you’ve ever felt buried in post-call admin, or suspect your team is missing the mark in QBRs and sales convos… this episode might change the way you work.

What you’ll learn:
• How to turn every client call into marketing and sales data
• The “silent killer” in advisory meetings and how to catch it
• Why most post-call workflows are broken
• How top firms are automating 90% of their follow-up

🔗 Learn more: usevinyl.com

💬 Connect with Jordan: LinkedIn

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

Hourly billing isn’t just outdated, it’s blocking your growth.
In this episode, Dylan from Fabbi breaks down how his firm ditched time-based pricing, scaled past 500 clients, and became the go-to financial team for business owners who want more than just “books and taxes.”

You’ll learn:

• Why hourly billing kills service quality and client retention
• The tech + team system that allows his firm to run 200+ WhatsApp support threads
• How Fabbi replaced Facebook ad flops with a smarter, higher-converting client funnel
• Real-world tax strategies saving clients $25K+ annually
• The mindset shift that helped Dylan stop doing “cheap accounting” and build a scalable, premium service firm

🔗 Connect with Dylan:

📍LinkedIn: https://www.linkedin.com/in/moshe-fabbi-11013a162/
🌐 Website: https://www.fabbi.co/

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

Still billing by the hour and afraid to raise prices? That’s exactly why you’re stuck.

Michael Ly, founder of Reconciled, joins CFO Chronicles to dismantle outdated firm models and share the mindset shifts that helped him scale a nationally recognized cloud accounting firm. From team turnover to pricing psychology, Michael opens up about the real work it takes to grow and why value-based pricing isn’t just a buzzword, it’s the future.

In this episode:

✅ Why hourly billing traps you in low-value work
✅ How to confidently raise prices (even for legacy clients)
✅ The 90-day review process Michael uses to grow recurring revenue
✅ The most overlooked threat to firm culture during rapid growth
✅ What AI won’t replace and how to double down on it

If you’re tired of being underpaid and overworked, this episode will shift your perspective and give you the steps to fix it.

📍 Connect with Michael Ly
🔗 LinkedIn: https://www.linkedin.com/in/michaelly

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

Why are so many firm owners flat broke in Q4, even after six-figure tax seasons?

Tony Proctor’s been running a firm for 20 years, and he’s seen it all: tax pros who bleed cash every December, clients who push for fraud, and practitioners who won’t raise prices because they’re scared to lose “friend” clients.

In this episode:

• Why Proctor fired a paying client (and what it cost him)
• What he really thinks about Profit First (it’s not what you expect)
• The cash flow trap that keeps firms broke after tax season
• How to stop being the “best-kept secret” in your city
• The biggest marketing lie most accountants still believe

If you’ve ever said, “We make good money but I don’t know where it all goes,” this one’s a must-listen.

📍 Connect with Tony Proctor

• Website: https://www.proctortaxprep.com/
  
  
• LinkedIn: https://www.linkedin.com/in/tonyproctor/

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

Most accounting firms are burning cash on cold leads and broken outreach funnels, but what if that’s not your real growth problem?

In this episode, I sit down with Kwame Agyei, founder of Appoynt, to reveal what actually scales firm growth: community, relationships, and real conversations. Kwame´s built a global team across Africa and shares how showing up in person has done more for growth than any automation ever could.

We talk about:

• Why cold outreach flopped (and what to do instead)
• The underrated power of in-person networking
• How US firms can tap top-tier talent from Ghana (and why it works)
• The mindset shift from operator to builder
• Why your first hire overseas is more about culture fit than cost

This isn’t about theory, it’s what’s working now for firms trying to scale lean and smart.

• Connect with Kwame on LinkedIn:
  https://www.linkedin.com/in/kwame-agyei-b3ab1333/
  
  
• Learn more about Appoynt: https://www.appoynt.co.uk/
  
  

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

Most firm owners stay stuck under $10K/month because they think “good work” is enough. It’s not.

Cameron Williams got fired while expecting his first child. Since then, he’s built KynLi Consulting, helped clients save $2M+ in taxes, and built a lean CFO firm with a 7-person team.

In this episode, he breaks down the real steps that helped him scale, without relying on referrals, ads, or undercharging. We talk:

• Why bookkeeping alone is a race to the bottom
• The mindset shift that helped him raise prices and set boundaries
• The #1 mistake accountants make trying to “do marketing”
• How touchpoints and trust-building are key to scaling a firm
• What most fractional CFOs misunderstand about sales

👉 If you want clients who stay, pay well, and refer others, don’t skip this one.

Cameron shares what’s working right now and what wasted his time.

🔗 Connect with Cameron Williams:
Website: www.kynliconsulting.com
LinkedIn: https://www.linkedin.com/in/cameronwilliams11/

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

Most accountants are losing business and don’t even realize it.

In this episode, we break down the 3 silent killers that are costing firms revenue, retention, and referrals, starting with outdated pricing models and ending with what your clients actually care about (hint: it’s not your reconciliations).

Debra Kilsheimer joins to share what actually drives client loyalty, why she ditched hourly billing decades ago, and how she built her firm "Behind the Scenes Accounting" that runs on relationships, not reports.

You’ll learn:

• The 3 questions that close high-value clients fast
• Why your financial reports are being ignored
• The hidden price of sticking to “industry best practices”
• How small touches (like a handwritten note or birthday call) get remembered longer than your year-end package

📲 Want to connect with Debra? Reach out on LinkedIn or email her at debra@bsfaccounting.com.

This one will have you rethinking everything from pricing to client retention. Hit play now.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

You’re not invisible. You’re just not on Google.

In this special workshop episode, you'll learn the exact strategy that's generated:

• $125K of new revenue in 49 days (Shaun)
• 113 inbound calls in 16 days (Shalini)
• $83K in five months (Justin)

If you’re tired of referrals drying up or watching competitors win business that should be yours, this is your blueprint.

You’ll learn:

• How to rank at the top of Google Maps
• Why most Google Business Profiles never generate leads
• A 7-day checklist to turn your listings into a lead magnet
• How to get high-intent calls without blowing money on PPC

⚠️ 76% of people who search for a local service visit or contact that business within 24 hours. If you’re not there, someone else is.

📲 Want help setting this up or want us to do it for you?
Book a free strategy call at accountingleadsnow.com

➕ Connect with us on LinkedIn and follow the show for more tactical episodes like this.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

Your pipeline feeling a little thin? Clients suddenly asking more questions about price?

You're not imagining it. And you're not alone.

Since fall 2024, a perfect storm has been building, AI-assisted offshore firms, a softening economy, tariff anxiety, and clients who are now very aware there are cheaper options. The firms getting hit hardest? Bookkeeping and fractional CFO. And the old playbook of "raise your prices, show your value" doesn't always work when someone is genuinely watching their cash.

Erica Goode isn't here to sugarcoat it. Former KPMG auditor. Former Walgreens finance exec. Now running a virtual fractional CFO firm from the Idaho mountains, on her own terms and founder of Aligned Accountants, the community for solo firm owners who want a real life AND a real business.

In this episode: why she saw the pricing shift coming, what the actual conversation looks like when a client wants to spend less, and the one question that tells you whether to fight for the client or let them walk.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

Most accountants aren't losing to AI, they're losing to their own bad systems.

In this episode, we sit down with Justin White, founder of JBookkeeping and a former trades business owner who’s now built a fast-growing remote firm on precision, responsiveness, and no-BS service.

He shares:

• What actually builds trust and wins clients in 2025
• Why most firms lose money before they even pick up the phone
• The questions that close 90% of his leads
• How to build a firm people remember (and refer)
• The best mindset shift he ever made and how it changed everything

🔒 If you're great at accounting but struggling to grow, this episode is your wake-up call.

🎧 Listen to the end to hear how Justin approaches pricing, referrals, and growing without a backup plan.

 📲 Connect with us Justin on LinkedIn or go to jbookkeeping.biz for more insights.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

Lost your office, denied by FEMA, and broke? Here’s how Brandon Adjei bounced back and saved his clients over $3 million in the process.

In this episode, Brandon shares how Hurricane Harvey nearly wiped out his firm and how pro bono work with the IRS transformed his business forever.

What we cover:
 • How one client’s $1.3M IRS bill became just $150K
 • The planning mistake that cost another family $300K
 • What entrepreneurs get wrong about tax strategy
 • Why social media advice is killing business owners
• The growth secret Brandon used (without ads, funnels, or SEO)

💼 If you’ve ever questioned your path as a CPA or entrepreneur, this episode will shift your mindset.

🔗 Connect with Brandon on LinkedIn: Brandon Adjei
🌐 Visit: cpa-asap.com

📧 Email: info@bargraphsolutions.com

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

You’ve done the work. You’ve climbed the ladder. So why does the CFO title still feel out of reach?

Kevin Appleby, COO of GrowCFO and mentor to hundreds of finance leaders, reveals:

• The 3 invisible blockers keeping smart finance pros from stepping up
• Why “imposter syndrome” shows up right after your promotion
• What most people get completely wrong about becoming CFO
• The mindset shift that separates future execs from spreadsheet managers

🚨 This isn’t theory. Kevin’s helped hundreds make the leap and he's breaking down the playbook.

🔗 Connect with Kevin on LinkedIn
or learn more at growcfo.net

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

“Are you a real  CFO?”

That’s the question clients are now asking,  because not all “fractional CFOs” are created equal.

In this episode, Brett Frevert (Founder of CFO Systems, Inc. and 9-time Inc. 5000 awardee) breaks down:

• Why “bookkeeper to CFO in 90 days” is hurting the industry
• The 4 levels of business conversations and why most pros are stuck at level one
• Why your newsletter is probably repelling high-value clients
• How to land $10K+ clients through old-school strategy, not funnels
• The branding mistake that makes real firms look generic

This is a behind-the-scenes look at what it actually takes to grow a legitimate CFO firm, without burning out or cutting corners.

🧠 Brett also shares how CFO Systems helped a small-town firm turn a $3M loss into a $5M gain and why finance professionals should think more like heart surgeons, not generalists.

🔗 To connect with Brett, visit CFOSystemsLLC.com
or reach out directly on LinkedIn: Brett Frevert

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

$40,000,000. That’s how much Dan Lake’s clients have saved on taxes and most people have never even heard of the strategy.

In this episode, Dan reveals how he helps CPAs and high-net-worth individuals shrink tax bills using solar tax equity deals most pros overlook.

You’ll learn:

• Why mortgages are one of the worst financial tools
 • How W-2 earners can legally offset massive tax burdens
 • The strategy that turned a $2M tax bill into nearly $0
 • Why most CPAs miss this and how to stop leaving money on the table

⏳ This isn’t theory. It’s the strategy behind $40M+ in real savings.

📍Connect with Dan at TaxEquityPros.com
or on LinkedIn 

Hit play. Even the IRS would want to hear this.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

She sold her firm for 7 figures with just 56 clients. Here's how she did it.

Jackie Meyer, CPA, founder of TaxPlanIQ and leader of the proactive accounting movement, is done watching firms burn out and undercharge.

In this episode, she breaks down:

• The ROI method that turns tax advice into a 5-figure service
 • How to quote tax planning with confidence (even if you hate sales)
 • What’s killing firms from the inside and how she rebuilt hers
 • Why advisory isn’t just a service, it’s your survival strategy

📚 First sneak peek at her new book The Balanced Millionaire: Advisor Edition
📍 Connect with Jackie at jackiecpa.com
🔗 Free workbook: TaxPlanIQ.com

⏳ If you’re still stuck in compliance mode, this episode is your wake-up call.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

He scheduled his wedding around payroll. That’s when he knew something had to change.

Jaime Rodriguez, CEO of Bookkeepers.com, has helped over 17,000 students turn their skill into a scalable business. In this episode, he shares the real lessons that most freelancers and early-stage business owners miss:

• The two personality types that sabotage their own growth
 • The SOP mistake that stalled his own firm
 • Why most freelancers chase the wrong kind of “rich”
 • How to build a business that gives back your freedom

This one’s part gut check, part blueprint and it might just save you years of wheel-spinning.

🔗 Learn more at: bookkeepers.com

📲 Find Jaime on LinkedIn & Facebook (@jaime.at.bookkeepers)

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

AI isn’t coming for accounting, it’s already here. And it’s quietly rewriting who wins and who falls behind.

In this episode, Daniel Moshe, CEO of TechGuru, breaks down how smart firms are already using AI, cybersecurity, and modern tech stacks to:

• Attract better-fit clients (and actually land them)
 • Add capacity without burning out staff
 • Win more proposals by proving security and compliance
 • Automate the admin, elevate the advisory

You’ll also hear Daniel’s bold predictions for where AI-driven client acquisition is headed and why peer groups and human trust will matter more than ever.

💻 Learn more at: www.techguruit.com

🔗 Connect with Daniel on LinkedIn: linkedin.com/in/danielmoshe

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

Working 7 days a week. No vacations. $36K a year. Then a CFO stepped in and changed everything.

In this episode, Daniel Dickeson, founder of Atlas CFO Solutions, breaks down how he turned a struggling salon into a 6-figure business without scaling chaos or hustle culture.

You’ll learn:

• Why cash flow beats profit, every time
• How to spot silent killers in your pricing and expenses
• The shift from financial chaos to true clarity
• How founders can finally make their business work for them

He’s helped healthcare companies, salon owners, and entrepreneurs escape burnout and finally get control back. This one’s for anyone stuck spinning wheels in the dark.

💼 Want to connect with Daniel?
Email: dan@atlascfosolutions.com

Website: atlascfosolutions.com

Phone: 860-865-4924

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

Scaling doesn’t kill companies, confusion does. And most founders are flying blind.

In this episode, Jack Weinstein, fractional CFO and former Fox exec, shares what he’s learned advising 50+ entrepreneurs, from zero to $25M in revenue:

• The hiring trap that derails scaling teams
 • What financial firepower really means (and why most businesses don’t have it)
 • The difference between a controller and a real CFO
 • Why growth without clarity = chaos

Jack also shares how he turned a run-down chicken plant into a pharma facility doing 8-figures a year and what he’d never do again.

💼 Connect with Jack at pacfins.com

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

Your prospects already know they need what you do. So why aren't they signing?

Most of the time, it's not your pricing. It's not your niche. It's that nobody picked up the phone.

Drewbie Wilson built a movement around three words, Call the Damn Leads, after watching a client demand a refund on 100 hot leads he never once called. In this episode, Drewbie breaks down how to figure out whether your prospect values time or money, why "playing it safe" in sales conversations is quietly killing your growth, and the real reason your referral partner retiring could wipe out your pipeline overnight.

You'll walk away with a two-step process to audit your time and a fresh framework for closing the clients who keep saying "I'll think about it."

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

Losing one hire can cost you 4+ months of productivity and most founders never see it coming.

In this episode, Rhamy Alejeal, CEO of People Processes, breaks down the blind spots killing your team's efficiency and what elite companies do differently:

• Why your onboarding is leaking revenue
 • The math behind a single bad offboarding
 • How to design people processes that scale without drama
 • Why "employee experience" isn’t fluffy, it’s financial

If you’ve got 5+ employees and want to hit your next level without burning out or bleeding cash, this one’s for you.

📞 Connect with Rhamy: peopleprocesses.com/partner

🛠 Free resources & tools at the end of the episode

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

You're making money. So why are you always chasing cash?

Mike Milan aka Cash Flow Mike has built 14 businesses and now teaches accountants and business owners how to stay cash-rich and debt-free.

In this episode:
 • Why 90% of businesses don't have 3 months of cash on hand
 • How growing fast nearly bankrupted him
 • The money rule that separates the broke from the stable
 • The single shift that helps accountants get clients to actually listen

💬 Want more from Mike?
 Grab his free tools and training: https://cashflowmike.com

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

Most firms wait to adapt, Gary DeHart built a media empire by doing the opposite.

As the publisher of Insightful Accountant and founder of the Top 100 ProAdvisor Awards, Gary shares:

• What 10+ years of ProAdvisor data reveals about firm success
• How small firms can punch above their weight at industry events
• Why AI is not optional (and where to start if you’re behind)
• Leadership lessons from military training that apply to accounting
• What’s coming next at Scaling New Heights and Intuit Connect

🎓 Plus: Details on his Be Insightful training platform for firm owners

📬 Want to connect with Gary

•  Visit insightfulaccountant.com
•  or find him on LinkedIn under Gary DeHart

🎧 Hit play to stay ahead of the curve and make smarter moves this year.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

Losing $100K/month and didn’t know it.
Until Sonny Grappone showed up.

In this episode, the founder of Precision Accounting & Consulting breaks down the real reason most businesses stall financially (hint: it’s not marketing or sales).

🎧 What you’ll learn:

• The $500K payroll spike a client missed
• Why 75% of contractors can’t track profit per job
• The #1 red flag Sonny sees on balance sheets
• How he used ERC to build a 7-figure firm (by the book)
• What founders get wrong about accounting (and how to fix it)

If you’ve ever thought "we’re doing fine," this is your wake-up call.
 ‍
 📬 Connect with Sonny:
 → sgr@precisionaccountingconsulting.com
 → precisionaccountingconsulting.com

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

If your team disappeared tomorrow, would your business survive?

 Most founders build fast, but not to last. Sharrin Fuller, founder of Glass Wallet Ventures, joins CFO Chronicles to share why even successful businesses stall (or collapse) when leadership ignores the endgame.

Inside this episode:
 • How Sharrin rebuilt everything after firing 10+ team members
 • Why documentation, not hustle, determines whether you scale
 • Her method for “cloning” your role so you can finally step back
 • The project management mistake that could kill your momentum
 • Real talk on fractional leadership, remote ops, and founder blind spots

💡 Plus: Sharrin’s funniest career pivots (yes, they include Costco and nail salons)

📬 Want to connect with Sharrin?
 Visit glasswalletventures.com her courses, templates, and contact details are all there.

🎙 Hit play. Then fix what’s breaking behind the scenes before it breaks you.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

You’re not broke, but you might be bleeding.

What if your biggest profit leak isn’t your pricing or marketing… but the decisions you’re not even tracking?

🎙 In this episode, fractional CFO Tom Schultz (48+ clients, $1M - $80M businesses) breaks down:

 • The hidden cost of founder “gut calls”
 • What really happens when you scale without financial structure
• Why money in the bank ≠ a healthy business
• The mindset shift that separates operators from real CEOs
• The hiring mistake that quietly kills growth

⏳ This episode might save you six figures, or years of rework.

📬 Want to connect with Tom?
 Reach him via LinkedIn or at CFO2Fractional.com

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

Rachel Phillips isn’t guessing. She built a remote-first accounting firm that now supports 40+ employees and most of them are moms.

 Before remote work was normal, Rachel Phillips owner of Fully Accountable made it essential. In this episode, she unpacks how her team’s flexibility has become their unfair advantage and why the office is never coming back.

What you’ll learn:

• Her strategy for sourcing elite part-time and full-time finance talent
• The power of marketing-style job ads (and how yours are repelling talent)
• Why refund-prone leads cost more than you think
• The “chargeback at 2 AM” story that changed how she runs her business
• The mindset shift that helped her stop being reactive and start building intentionally

This one’s for founders who want freedom and growth and don’t want to choose between them.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

88% of buyers start on Google, but if your firm isn’t showing up, you don’t exist.⚠️

 Referrals won’t scale. SEO alone won’t save you. And “trying out” paid ads without a strategy? That’s just burning cash.

In this episode of CFO Chronicles, we’re joined by Jeremy Estey of Amber Sky Marketing, a Google Ads strategist helping firms across North America get seen, clicked, and hired. We unpack the hard truths firms need to hear in 2025, including:

• Why Google Ads now outperform SEO by default
• How to spend just $500 and actually get real insights
• The search terms your next CFO client is already typing
• Why vague, generalist messaging is killing your ROI
• What AI-powered search means for your visibility (and what to do now)

If you’ve ever said, “We tried ads and they didn’t work,” this episode will show you exactly why, and how to fix it.

 Listen now or get left behind.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

Growth ≠ scale, and too many founders learn that the hard way.

In this episode, I sit down with Michael Straza of Straza Consulting to unpack what actually holds back firms from reaching the next level and why more sales won’t fix a broken structure.

They dive into:

• The difference between running a business and truly being in control
• Why poor delegation crushes growth (and team morale)
• How Straza helped firms jump from $5M to $15M, then rebuilt profit
• Real stories of operational friction, founder bottlenecks, and burnouts
• How to tell if your company’s outgrown its team (and what to do next)

If your firm is scaling in size but not in profit or if you’re starting to feel like the bottleneck, this episode will help you reset your foundation and scale the right way.

👉 Tap play and learn how to grow past $10M without breaking your business.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

2,600 CFOs. 100+ interviews. One framework every advisory-first firm should know.

Jack McCullough, founder of the CFO Leadership Council and host of the globally ranked Secrets of Rockstar CFOs podcast, shares what the best financial leaders do differently, and how to position your firm for where the industry is going.

This episode covers:

• The CREATE Framework: 6 traits great CFOs consistently show
• Why strategic thinking now matters more than technical skill
• How to build CEO-level trust as a financial advisor
• Lessons from interviewing 100+ top CFOs across industries
• The mindset shift separating the rising stars from the stuck

Whether you're building your firm or advising one, this is the playbook serious leaders are listening to.

Want to connect with Jack?
Text: 617-678-0957
Email: jack@cfolc.com

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

You're exhausted. You keep telling yourself it's just tax season. But deep down, you know it's been longer than that.

Randy Crabtree pulled over at a phone booth to quit his job and become a CPA. He built a firm, burned out, sold it, co-founded Tri-Merit Specialty Tax and landed on the Inc. 5000 three years running. Then a stroke in 2014 forced him to rethink everything.

In this conversation, Randy gets real about what burnout actually looks like before it takes you down, why niching down accelerated his growth instead of limiting it, and the one client-list exercise that can change how you run your firm starting today.

If you're running on fumes right now, this one's worth your commute.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

4.5 years in federal prison. $0 to 7 figures. One of the most powerful growth stories you’ll hear this year.

In this episode, Dr. Patience Jackson Rose breaks down the exact mindset and strategies that took her from wrongful conviction to running multiple businesses across the U.S.

What we cover:

• 💰 How she doubled, then tripled, then quadrupled her revenue in 3 years
• 📈 Took one client from $5M to $12M in just 90 days
• 🧱 Built a nonprofit + for-profit model that feeds sustainable growth
• 🧠 Developed “backward business planning” - a framework built inside prison
• 🤝 Now coaching 7- and 8-figure CEOs on clarity, numbers, and leadership

This isn’t fluff or theory. It’s the hard-earned playbook behind real growth.

👉 If you lead a firm and want to build something unshakable - this episode is your map.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

97% of CFO consultants never crack 7-figures

Mark Gandy’s been breaking the mold since 2001. With a 98% close rate, 250+ podcast episodes. He’s living proof that the “fractional CFO” label is killing your growth.

In this episode, he shares:

 🔑 The #1 sales secret that closes more deals than any pitch deck
 ⚡️ Why recurring revenue might actually hurt your growth
 🚀 How referrals alone fuel his million-dollar business and why it works
 💥 The mindset that took him from Big 8 burnout to a thriving 20+ year CFO practice

If you’re tired of playing small, this episode is your roadmap to real success.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

Fired. Depressed. Then tapped by the FBI.

 Andrew Jordan’s story isn’t a straight line - it’s a masterclass in resilience, reinvention, and building a firm the right way.

In this episode, we unpack:

• The real story behind a $20M fraud scandal (and Andrew’s whistleblower role)
• How getting fired sparked the growth of Jordan CPA
• What it takes to build a 12-person firm with EOS and zero burnout
• The single best move Andrew made after losing everything

This one’s part cautionary tale, part playbook.
 If you’ve ever hit rock bottom  or feared it, this is your roadmap back up.

👉 Press play to hear how Andrew turned failure into fuel.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

7 clients. 30 posts. One phone.

Jeremy Davila didn’t wait to “feel ready” - he built a client pipeline with raw, consistent content.

In this episode, we break down:

• The exact content that brought in new clients
• Why 3 videos outperformed 10 cold emails
• The $10K mistake most firms make on Instagram
• How to use social without being “salesy”
• The easiest way to create 30 days of content in 1 hour

If you’re not creating content, this episode might change your mind and your pipeline.

👉 Press play and steal the playbook.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

I walked off stage and knew our business had just leveled up.

This wasn’t just a marketing play,it was a career milestone, a systems test, and a visibility machine rolled into one.

In this episode, I break down what really happened at GrowCon 2025, from battling nerves backstage to booking deals, meeting the team in real life, and learning where our systems still break.

Here’s what you’ll learn:

• The ROI of sponsoring high-ticket events (and what most firms get wrong)
• What happened after my talk that I didn’t expect
• The moment I realized I’m not the bottleneck in my business anymore
• How we’re building for scale and what this event exposed in our systems
• The underrated real value of masterminds and community

If you’re serious about growing a firm that doesn’t rely on you 24/7 this one’s worth the listen.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

Most accountants run from sales - Vanessa ran toward it.

 After 9 years behind the books, she pivoted into a full-time sales role and never looked back. In this episode, we unpack her journey from accountant to closer - and the mindset shifts that made it possible.

We get into:
 – How to make a career leap without starting over
 – Why mindset > tactics in outbound sales
 – What to do when the leads don’t say yes
– How to stay sharp, take feedback, and actually enjoy the game

Whether you’re scaling your firm, shifting roles, or just want to get better at closing—this one’s a must-listen.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

He scaled a firm 5x in 3 years—and didn’t burn out doing it.

In this episode, James sits down with John Roberts Jr. of Attract Accounting to break down the mindset, systems, and strategy behind one of the fastest-growing firms in the country.

You’ll learn:

• How John bought his first firm with no money down
• Why building SOPs before hiring paid off fast
• The masterminds that changed everything
• How his team helped land an $70M client exit
• What’s next—and why most firms won’t get there

👉 If you’re ready to grow like a business, not a freelancer—this one’s non-negotiable.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

What if your biggest bottleneck… was you?

In this episode, James sits down with Tom Dillon of Frak Finance, a former investment banker turned fractional CFO, to unpack the real reason most firm owners stall out- and what it takes to scale beyond the “one-man band” model.

You’ll learn:

• Why hiring before you're ready is often the smartest move
• How to remove emotion from high-stakes financial decisions
• The moment Tom knew he had to fire himself- and what happened next
• What most fractional CFOs overlook when it comes to client growth
• How to build a team that operates with calm, confidence, and clarity

👉 If you’re serious about building a sustainable firm with real infrastructure - not just a job you own - this conversation will flip the switch.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

What if you could cut your tax bill in half—just by owning your building the right way?

In this episode, James sits down with Sean Graham of Maven Cost Segregation to unpack the most overlooked tax strategy business owners, CFOs, and firm leaders aren’t using—but should be.

You’ll learn:

• How cost segregation turns depreciation into cash flow
• Why most accountants still don’t bring it up to clients
• Who qualifies (and how much you can really save)
• Why Sean focuses on SEO + education instead of ads
• The mindset shift that helped him scale a niche service business

👉 If your business owns real estate—or your clients do—this episode could be worth five to six figures.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

You don’t need more clients. You need the right ones—and a system that keeps them.

That’s exactly what Marta Grumberg  built with Grumberg Accounting: a hands-free, high-retention accounting service tailored specifically for bars, restaurants, and caterers.

In this episode, Marta joins James to break down how she became the go-to financial partner for food businesses across the U.S.—and how she’s grown through referrals, retention, and relevance.

You’ll learn:

• How going deep in one industry built long-term loyalty
• The behind-the-scenes of helping clients survive (and thrive) through COVID
• Why most firms miss the mark when “niching down”
• How Marta’s content speaks directly to what her clients feel—not just what they need
• What’s next for building a modern accounting firm in a specialized space

If you’re building a relationship-first firm with real staying power, this is the niche playbook you didn’t know you needed.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

A West Point grad invites you to shoot fully automatic machine guns and drink bourbon. You go. You meet a fractional CFO. Three months later, he's a multi-thousand dollar a month client.

That's not a marketing strategy. That's Sean Duncan's life and it's only the opener.

Sean built the largest accounting firm in Frisco, Texas, then torched two-thirds of his revenue on purpose and rebuilt around a fixed-fee, proactive advisory model before anyone in the industry had a name for it. In this conversation he breaks down exactly how he did it, what almost ended him in 2017, how he niched into medical practices and video game developers, and the one calendar habit he credits for every major decision he's made since.

You'll walk away with his "Work On the Business Day" framework, a new way to think about who you actually want as clients, and proof that shooting guns in Texas is a legitimate business development strategy.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

What if the old rules for growing your firm no longer applied?

No cold calls. No in-person handshakes. No chasing local leads.
 Just brand, trust, and content that actually converts.

In this episode, James sits down with Stoy Hall, founder of Black Mammoth and host of the No BS Wealth podcast, to break down how he’s scaling a modern family office by doing things differently—and why that’s exactly what today’s market demands.

You’ll hear how Stoy:

• Built a virtual-first firm without sacrificing trust or connection
• Attracts aligned clients by showing up loudly online
• Uses AI and content to scale without losing his voice
• Leads with empathy to create loyalty—on his team and with his clients
• Is shifting away from AUM to a more human, scalable model

If you’re tired of doing business the old way—and ready to grow on your terms—this conversation is your permission slip.

👉 Hit play to see what’s possible when you rethink what a modern advisory firm can be.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

Where is your firm bleeding cash, and what can you do about it?

In this episode, James sits down with Larry Levine of P3 Cost Analysts, who works with companies doing $20M to $500M+ to recover tens (sometimes hundreds) of thousands in unnecessary expenses—without cutting staff, renegotiating client contracts, or sacrificing service quality.
You’ll learn:

• Why CFOs and controllers often miss cost-saving opportunities hiding in plain sight
• The most common “indirect” expenses that drain margin
• How to spot silent overcharges in waste, utilities, telco, and more
• Why Larry’s team only gets paid if you save money

If you’ve ever wondered whether you’re truly optimized—or just coasting on assumptions—this episode will make you think twice.

You've built something real. Now make sure you are keeping as much revenue as possible!

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

The most successful accounting professionals don't sell—they consult. This transformative episode with Neil Barrow reveals the crucial mindset shift that separates struggling practitioners from those who effortlessly build thriving books of business.

Drawing from nearly a decade in public accounting as a business development leader, Neil dismantles the uncomfortable "sales" stigma that plagues many financial professionals. Instead, he presents a practical framework focused on asking better questions, avoiding the "default to yes" trap, and approaching every client conversation with genuine curiosity rather than a pitch.

You'll discover why sending proposals prematurely leads to ghosting, and how a simple question—"What exactly do you need to see to make your decision?"—can dramatically improve your close rates. Neil shares real-world examples of how slight adjustments in conversation flow have helped his clients win business they would have otherwise lost.

Perhaps most valuable is Neil's counterintuitive approach to growth: rather than constantly seeking more leads, focus on winning more of the opportunities already coming your way. By recording discovery calls, reviewing your performance, and refining your framework, you can transform a 30-40% win rate into 70-80% without any additional marketing spend.

Whether you're a fractional CFO, firm owner, or accounting professional looking to grow your practice, this episode provides the practical, no-nonsense strategies you need to win more business without sacrificing your professional integrity or feeling like a salesperson.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

Tired of Feeling Like Just Another Number Cruncher?
If you're an accountant or bookkeeper stuck in the compliance grind—undervalued, underpaid, and wondering how to position yourself as a strategic advisor—this episode is your wake-up call.

🎙️ Roger Knecht, President of Universal Accounting Center, breaks down how to transform your bookkeeping or accounting practice into a high-value, profit-driving firm. With over four decades of experience helping professionals escape the transactional trap, Roger reveals the mindset and methods that attract premium clients who actually value your expertise.

  ✅ You’ll learn:

• Why shifting from task-based work to value-driven strategy changes everything
• The hidden cost of self-doubt—and how to conquer it
• The “Accountrepreneur” mindset that separates thriving firm owners from the rest
• Tina Chandler’s inspiring journey from solo bookkeeper to six-figure success

  🎯 Plus, Roger shares his proven 3-part formula for long-term growth:

1. Expand your network
2. Invest in personal development
3. Adopt a CEO-level approach to your firm

 📍 Want more? Join Roger and other top industry experts at GrowCon 2025, happening May 5–7 in Utah—a hands-on, no-fluff event built for accounting professionals ready to scale, increase profitability, and finally take control of their future.
Exclusive Listener Discounts:

• Standard Ticket: Use code JD-250
• VIP Ticket: Use code JDVIP-250
• 🔗 Register now : GrowCon 2025
• Learn more : Universal Accounting School – GrowCon 2025

This episode could be the turning point in your career. Tune in now—and take the first step toward building the firm you actually want.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work.