Explore every episode of the podcast The Accounting Leads Now Podcast
| Title | Pub. Date | Duration | |
|---|---|---|---|
| From One $600 Client to a $500K Tax Practice | Luke Frye | 01 Oct 2026 | 00:38:47 | |
His first year: one client paying $600. Five years later: a $500K tax practice, built in a city where he knew nobody. No referrals, no network, no warm introductions. Episode 93 features Luke Frye, CPA and Accountant in Residence at Canopy. Luke was the first accountant hired at Bench, became the first account executive at Pilot to break $40K in MRR, and has helped platforms like Bench, Pilot and Puzzle reach thousands of firm clients. Today he works directly with firm owners on overcapacity, underpricing and the missing systems that keep them stuck. What you will take away: 1. Why "leads are the seeds": how to set up a simple CRM with a lead list and a 3 to 5 stage pipeline, and why a deal should not exist until the prospect is qualified against your ICP. 2. The three-sentence monthly email to lawyers, bankers and insurance contacts that can turn into a steady stream of referrals, and why you have to treat growth as an active sport. 3. How to find the bottleneck in your firm with an 11x17 sheet of paper, a pencil, and a value stream map that starts from "filed and paid" and works backward. Luke also shares why he would go in knowing it takes five years, not five months, why he closed his biggest deal on New Year's Eve, why sales and operations need productive tension, and the question he asks every client: what do you want to be when you die? Eliminate, automate, delegate. Connect with Luke: LinkedIn: https://www.linkedin.com/in/lukefrye/ Canopy: https://www.getcanopy.com Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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 Company Moving 1% of US GDP Says Your Old Playbook Is Dead | Jonathan Leaf | 24 Sep 2026 | 00:40:20 | |
When a company moves about 1% of the country's GDP in a year, you would expect its revenue chief to lean on experience. Jonathan Leaf says the opposite: the old principles, old ways of working and old decision frameworks all need rethinking, starting with his own. Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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 Lost $500K in Pre-Booked Revenue in 30 Days. Her Rebuild Made 5 Team Members Homeowners | Madeline Reeves | 17 Sep 2026 | 00:38:15 | |
Five women on one team became first-time homeowners. Not because of a bank, a nonprofit or a government program, but because their agency changed how it paid people. Episode 91 features Madeline Reeves, Founder and CEO of Fearless Foundry, a global collective of senior strategists, storytellers and creatives serving fintech, B2B SaaS, professional services and technology. Madeline spent her earlier career on the business development side at Intuit, Avalara and Fathom, where she was Fathom's first US employee, before building Fearless Foundry into a boutique brand and production firm now approaching its 10th anniversary. She also created Advisory Amplified, the only US tour dedicated entirely to advisory, running across six cities from September 22 to October 9. What you will take away: 1. Why your logo is not your brand, and how a generic five-page website and a name made of three last names quietly repels the clients you want. 2. The operating model shift that changed everything: paying every team member a percentage of project revenue instead of hourly, which let Fearless charge properly, reward quality over hours and share both wins and losses with the team. 3. How to spot the pitch that will burn you. If someone promises a full rebrand in two weeks or hundreds of leads, ask the only question that matters: are they good? Madeline also walks through the hardest stretch of her ten years, losing roughly half a million in pre-booked revenue in under 30 days in 2022 and letting go of half her team, and why that loss is the reason the business works the way it does now. She closes on the skill she believes will decide the next era for firms: relationships. Get out from behind the books and in front of people. James's sign-off still applies: eliminate, automate, delegate. Connect with Madeline: Website: https://www.fearlessfoundry.com Advisory Amplified tour: https://www.advisoryamplified.com LinkedIn: https://www.linkedin.com/in/madelinekreeves Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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. | |||
| How Karen Reyburn Fired 15 People to Save Her Own Agency | 10 Sep 2026 | 00:35:40 | |
You built the team. Delegated everything. Followed all the advice. And somehow you're more miserable than when you started. Episode #90: Karen Reyburn built a marketing agency for accountants up to 21 full-time employees. Then she cut it down to six. Not because business was bad. Because she was sacrificing her health, her finances, and her own goals to keep everyone else happy. In this episode, Karen walks through the exact moment she realized the team wasn't the problem, she was. The leading indicators she ignored for years. And why she now believes "20 seconds of courage" is the difference between staying stuck and actually changing your business. You'll walk away with:
Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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. | |||
| 30+ Acquisitions, a $10M Budget, and Zero Marketing Strategy | Mike Payne | 03 Sep 2026 | 00:32:22 | |
What if your firm never ran a single ad, never sent a cold email, never hired a marketing agency, and still grew fast enough to expand across multiple states? Episode 89 features Mike Payne, Chief Growth Officer at Haga Kommer, Ltd. and founder of BOSS Advisors, the first Arizona firm approved as an Alternative Business Structure. Mike is a lawyer and a CPA who ignored every colleague who told him to wear one hat, built a CPA firm and a law firm side by side, then sold to a group doing 30+ acquisitions with a $10M annual acquisition budget. Today he leads growth for a platform that delivers CPA, legal, wealth management, banking and insurance under one roof. What you will learn in this episode: - Why "we will refer that out" quietly costs firms their most trusted client relationship, and what the one-roof model changes - How Haga Kommer grows through acquisition plus mining the relationships already sitting under their feet, no ad spend required - The "three C's" of accountability (curious, confused, concerned) for getting a team to actually follow the process - Why you should sell the result and never the how, and how that ends the fear of giving away free advice - The advice Mike ignored for years, and what it cost him before he reset If you are a firm owner who keeps referring work out, or one who is winning on referrals but has no repeatable growth engine, this one is for you. Connect with Mike: LinkedIn: https://www.linkedin.com/in/michaelpaynejdcpa Website: https://themikepayne.com Firm: https://hagakommer.com Also: if you run a $1M to $2M CPA firm and want to hear about joining a multidisciplinary group, Mike is actively looking. Reach out to him directly. Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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 AI Math Every Firm Owner Is Getting Wrong | With Blake Oliver | 27 Aug 2026 | 00:43:48 | |
Most firm owners calculate the ROI of AI in hours saved. Blake Oliver says that math is exactly why the savings never show up in the bank account. Episode 88 features Blake Oliver, CPA, founder and CEO of Earmark and co-host of The Accounting Podcast, the most popular show for accountants and bookkeepers in the world. Blake started as a cello major, talked his way into a bookkeeping job during the Great Recession, became one of the first Xero partners in the United States, sold his firm Cloud Sourced Accounting in 2015, and has been named to CPA Practice Advisor's 40 Under 40 twice and Accounting Today's Top 100 Most Influential People. Three takeaways: 1. Time saved is not money earned. Speeding up prep while client document collection and partner review stay clogged just moves the bottleneck. Fix the constraint, not the easy part. 2. Great marketing exposes every weakness behind it. If a firm has no documented processes and no spare capacity, more leads can make the firm worse, not better. 3. Raise your prices before you change anything else. Price creates the margin, margin creates capacity, and capacity is what lets you actually serve the clients you keep. Blake also gets honest about burning out at $1M, why he wishes he had held on, and the day two friends died and he started logging off at 3PM and got sharper, not slower. Connect with Blake: Blog and newsletter: https://blakeoliver.com LinkedIn: Blake Oliver CPA The Accounting Podcast: on Spotify, Apple Podcasts and YouTube Free CPE app: https://earmark.app Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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 Banker Behind 500 Accounting Firm Acquisitions Says Buyers Get This Wrong | Shannon Hay | 20 Aug 2026 | 00:26:06 | |
He has closed over 500 accounting firm acquisitions. Not 50, but 500. He knows exactly which deals fall apart and why. Episode 87 features Shannon Hay, Senior Vice President of Commercial Lending at United Midwest Savings Bank, where he leads SBA and commercial lending for accounting and tax firms nationwide. Over 30 years in commercial lending, with stops at Bank of America and Live Oak Bank, and nearly $500 million in accounting and tax firm transactions behind him. In this conversation Shannon explains why the SBA 7(a) program lets an existing firm owner buy another firm with no money down, what actually kills a deal before closing, and the tax advice that makes accountants wince: if you plan to sell in the next three to five years, stop mitigating so hard and start dropping income to the bottom line, because margin drives value and banks lend on the last three years of returns. He also breaks down why it is still a seller's market, what buyers get wrong in the letter of intent, how private equity consolidation is changing the lower market, and why his philosophy is education first, sales second, including the trade show he called a waste of time that turned into a $3 million loan three years later. His number one action item: never stop learning, and never stop teaching. Connect with Shannon: LinkedIn: https://www.linkedin.com/in/shannon-hay-accounting-tax-leader X: @shaysba Email: shay@umwsb.com Cell: 614-648-9199 United Midwest Savings Bank: https://umwsb.com/about/experience/shannon-hay Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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 Fix for a Firm That Eats Your Whole Life? Charge More, Serve Fewer | Marit Burmood | 13 Aug 2026 | 00:30:41 | |
Most firm owners think the problem is the market. Sometimes the problem is that you do not believe the number you are about to say out loud. Episode 86 features Marit Burmood, CPA, EA, MTax, owner of Flair Financial LLC in Salt Lake City. She holds a master's in taxation from Weber State, was named a 2026 Top U.S. Tax Advisor by Insightful Accountant, speaks at GrowCon and AICPA Engage, and writes for OnPay. She also tripled her firm's revenue in eight months, and not by finding a better niche or hiring a sales team. In this conversation Marit explains how imposter syndrome quietly set her pricing for years, why she chased an EA and then a CPA hoping credentials would finally make clients respect her advice, and the mindset shift that changed everything: raise your prices so you need fewer clients, which buys back the time you thought building a firm would cost you. She breaks down how to price the intangible value you are already giving away for free, why you should test a new price on your least favorite client first, and how she got to the point where she can say her range out loud without wanting to barf. Then it turns to marketing. Marit shares the advice she got from a seven-figure firm owner at GrowCon about niching plus showing up at industry events, why visibility beats credentials, and the line every firm owner needs to hear: making a social media post is not marketing. James adds the Nine Two Media side of raising prices, why the best kept secret in town never gets the phone call, and why the firms you dislike are winning on visibility alone. Her number one action item: block half a day every single week for your own firm and your own growth. She blocked every Friday and calls it the best decision she has made. Connect with Marit: LinkedIn: https://www.linkedin.com/in/marit-burmood Instagram: @the_extroverted_accountant Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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 Named the Real Reason Firm Owners Stay Stuck (It Is Not Clients) | Will Hill | 06 Aug 2026 | 00:28:51 | |
Most firm owners who feel stuck are not short on skill or short on clients. They are short on clarity about what they are actually worth, and what they actually want. Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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. | |||
| 15 Years to Build His Firm. Under 2 Years to Beat It | Emil Abedian | 30 Jul 2026 | 00:36:09 | |
It took him 15 years to build his book of business. He rebuilt the same thing in under two years after niching down. Episode 84 features Emil Abedian, CPA, founder and CEO of Counsel CPAs, a firm that works with law firms only. Emil started his practice around 2009 in Los Angeles after beginning his career in Sweden, and for years he said yes to everything: tax, bookkeeping, payroll, sales tax, cash flow analysis. He was working 80 to 100 hours a week and building what he calls a high-paying job instead of a business. He is also the author of "Counsel to Counsel: From Practice to Business." In this conversation, Emil breaks down how he graded his clients A through D and handed the D book to a younger CPA, why he now dictates the services instead of letting clients dictate them, and how specialization turned his sales process into a conversation he does not have to sell in. He also explains the weekly email that keeps clients and prospects reaching out to him, why his real bottleneck is team capacity and not lead flow, and why he thinks automation matters more than AI for the average firm. If you are still taking on the electrician, the dentist, and the referral who is completely out of your lane, this one is for you. Connect with Emil: LinkedIn: https://www.linkedin.com/in/emilabedian Counsel CPAs: https://www.counselcpas.com Book, Counsel to Counsel: https://a.co/d/09y7nh4E Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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 Built a $1.5M Accounting Firm, Then Walked Away From Operations. Here's How | Scott Scarano | 23 Jul 2026 | 00:36:10 | |
He's an Enrolled Agent, a franchise firm owner, and a rapper. And the craziest part? His firm makes more money now that he's not involved in the day-to-day. Episode 83 features Scott Scarano, the visionary behind Padgett Business Services in Raleigh, NC, also known as Scotty OKR (yes, OK Rapper). Scott grew Padgett NC to $1.5 million, replaced himself in every seat on the org chart, and then did something most firm owners only dream about: he walked away from operations entirely. In this conversation, Scott breaks down how EOS helped him see the aspirational org chart that changed everything, the guilt that hit when he realized the firm ran better without him in it, and why the jump from $300-500K to $1.2M requires you to make less money before you make more. He also gets into why Google reviews are still the most underrated growth lever for local firms, the team page trick that made prospects say "I want to work with that person," and how rapping became the creative outlet that kept him sane after stepping away. If you have been stuck doing everything in your firm and cannot picture anyone else doing it, this one is for you. Connect with Scott: LinkedIn: https://linkedin.com/in/scottscarano Facebook: https://facebook.com/scottscarano Padgett NC: https://www.padgettnc.com Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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. | |||
| His George Costanza Moment at Intuit Changed How He Builds Everything | David Leary | 16 Jul 2026 | 00:34:26 | |
He spent 22 years inside Intuit, co-hosts the #1 podcast in accounting, and now he's building the CPE app that lets accountants earn credits from any content with a play button. And his best career advice? "The procrastinators will be rewarded." Episode 82 features David Leary, Co-Founder of Earmark CPE and co-host of the Accounting Podcast. David started at Intuit doing tech support at 21, took thousands of calls, climbed through QA, engineering, and product management, and had a George Costanza moment that changed how he builds everything: do the exact opposite of what everyone else is doing. In this conversation, David breaks down why vibe coding is a double-edged sword for accounting firms (your clients are about to build their own broken apps), the MVP mindset that landed his Intuit project in the appendix of The Lean Startup, and why firms need to document their processes before they touch any AI tool. If you've been wondering whether AI is going to replace your firm or create more work for it, the answer might be both. Connect with David: LinkedIn: https://www.linkedin.com/in/davidleary Earmark CPE: https://earmarkcpe.com/ David's website: https://davidleary.com/ Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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 Bookkeeper Who Hates Bookkeeping (And Built Two Thriving Businesses Anyway) | with Heidi Ryder | 09 Jul 2026 | 00:30:35 | |
She'll tell you straight up: she doesn't like bookkeeping. She built a successful bookkeeping firm anyway. Then she bought a marketing company. Episode 81 features Heidi Ryder, a former middle school math teacher who started Healthy Books LLC in 2017 and replaced her teacher's salary within six months. Last year she acquired keepful, the marketing automation platform built to help bookkeepers, accountants, and tax pros organize leads, automate follow-up, and build stronger client relationships, all while homeschooling four kids. In this conversation, Heidi breaks down the LinkedIn strategy that turned cold connections into referral partners and clients (hint: it involves hitting record), how she juggles two businesses without pretending there's such a thing as balance, and her playbook for actually getting ROI out of conferences like GrowCon instead of flying home with a notebook full of ideas you never touch. If marketing is the part of your firm you keep avoiding, this one's for you. Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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's a Lawyer AND a CPA. Here's the One Question That Changed His Sales | with Christopher Papin | 02 Jul 2026 | 00:29:49 | |
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. Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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 Man Who's Never Lost a Deal in 12 Years (Here's How) | Justin Farmer | 18 Jun 2026 | 00:31:51 | |
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. Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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. | |||
| Something Quietly Hit Accounting Firms in 2025. Here's What to Do About It. | Erica Goode | 04 Jun 2026 | 00:21:38 | |
Your pipeline feeling a little thin? Clients suddenly asking more questions about price? Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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 #1 Thing Accounting Firms Refuse to Do That Costs Them Clients | Drewbie Wilson | 21 May 2026 | 00:29:53 | |
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." Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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 Had a Stroke. Then He Built a Conference. Here's What Accounting Got Wrong | With Randy Crabtree | 07 May 2026 | 00:36:42 | |
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. Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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 Landed a Client Shooting Machine Guns | Sean Duncan | 23 Apr 2026 | 00:41:17 | |
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. Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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 Left a 15-Year Career and Hit Capacity in Year One | Katie Helle | 09 Apr 2026 | 00:28:35 | |
You're grinding through tax season wondering when it gets easier. What if the answer isn't working more, it's being more intentional about what you build and who you build it with?
In this conversation, she breaks down how she schedules tax prep to protect her 40-hour weeks, why she intentionally doesn't want to scale into a massive firm, and what happened when growth came so fast she didn't have SOPs ready for the team she had to hire mid-tax-season.
Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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 Real Reason Prospects Say “I Need to Think About It" And How to Fix it, With Brian Mayoral | 26 Mar 2026 | 00:33:10 | |
Most accounting firms don’t lose deals because of price. They lose them because they explain too much. In this episode, Brian Merrill breaks down why prospects say “I need to think about it” and what’s actually happening on your sales calls. Key takeaways:
If your calls are turning into long explanations instead of closed deals, this episode shows you exactly what to fix. Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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 We Burned Down 70 Episodes and Started Over | 25 Mar 2026 | 00:08:20 | |
We recorded 70+ episodes of CFO Chronicles. Incredible guests. Great conversations. And we still hit pause. Not because we ran out of ideas, because something wasn't working. So we scrapped the name, retooled the format, and came back with one rule: if you can't apply it by Monday morning, it doesn't make the show. Welcome to the Accounting Leads Now Podcast. In this episode, we break down exactly what's changing, what we're doubling down on, and what you can expect from here. Less theory. More leads. More clients. More episodes you can actually use. We also want to hear from you, who should we bring on the show? What topics matter most to your firm right now? Drop a comment or send us a message. Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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. | |||
| This Accountant Built His Own Payroll Software, Because No One Else Would - With Brian Clare | 15 Jan 2026 | 00:31:39 | |
Most accountants talk about innovation. Brian Clare actually builds it. From killing time tracking to launching his own payroll software for Canadian accountants, Brian isn't just running a firm, he’s engineering the next wave of how firms work. In this episode:
🔍 Whether you’re stuck in legacy pricing or flirting with product dev, this is a masterclass in firm design, ops delegation, and bold decisions. 📍 Learn more: https://www.xyblueprint.com Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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. | |||
| Miss This Window and You'll Regret It: Why He's Buying Firms in 2026 - With Nik Watson | 08 Jan 2026 | 00:33:57 | |
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: 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. Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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 Almost Shut It All Down in July. Here’s Why I Didn’t. | 01 Jan 2026 | 00:28:18 | |
2025 nearly broke me.
If you're in a tough season… listen to this. Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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 Losing Clients in Every Meeting and Don’t Know It - With Jordan Vickery | 25 Dec 2025 | 00:34:09 | |
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: 🔗 Learn more: usevinyl.com Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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 Anti-Hourly Firm Model That Clients Actually Prefer - With Dylan Fabbi | 18 Dec 2025 | 00:37:26 | |
Hourly billing isn’t just outdated, it’s blocking your growth. You’ll learn:
🔗 Connect with Dylan: 📍LinkedIn: https://www.linkedin.com/in/moshe-fabbi-11013a162/ Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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 Business Model You’re Using Is Outdated (Here's How to Fix It) - with Michael Ly | 11 Dec 2025 | 00:36:36 | |
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 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 Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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 So Many Accountants Are Broke by December, Even the Good Ones - With Tony Proctor | 04 Dec 2025 | 00:37:39 | |
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:
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
Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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 Leads, You Need Better Conversations- With Kwame Agyei | 27 Nov 2025 | 00:39:58 | |
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:
This isn’t about theory, it’s what’s working now for firms trying to scale lean and smart.
Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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 Bookkeeping Isn’t Broken. Your Strategy Is - With Cameron Williams | 20 Nov 2025 | 00:36:05 | |
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:
👉 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: Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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? It’s Why You Can’t Scale - With Debra Kilsheimer | 13 Nov 2025 | 00:42:11 | |
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:
📲 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. Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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. | |||
| Get a Flood of Inbound Leads with Zero Cold Outreach | 06 Nov 2025 | 00:59:03 | |
You’re not invisible. You’re just not on Google. In this special workshop episode, you'll learn the exact strategy that's generated:
If you’re tired of referrals drying up or watching competitors win business that should be yours, this is your blueprint. You’ll learn:
⚠️ 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? ➕ Connect with us on LinkedIn and follow the show for more tactical episodes like this. Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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 Won’t Kill Your Firm, But This Mistake Will - With Justin White | 30 Oct 2025 | 00:32:19 | |
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:
🔒 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. Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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 $3M IRS Fix You’ll Never Hear About on TikTok - With Brandon Adjei | 23 Oct 2025 | 00:33:03 | |
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: 💼 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 Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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. | |||
| Everyone Wants to Be a CFO. Here’s Why Most Will Never Make It - With Kevin Appleby | 16 Oct 2025 | 00:31:57 | |
You’ve done the work. You’ve climbed the ladder. So why does the CFO title still feel out of reach? Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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 a Real CFO (Yet): Why Most Firms Never Land High-Value Clients - With Brett Frevert | 09 Oct 2025 | 00:31:33 | |
“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 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 Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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 Tax Strategy Rich People Use (But Never Talk About) - With Daniel Lake | 02 Oct 2025 | 00:39:24 | |
$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 ⏳ This isn’t theory. It’s the strategy behind $40M+ in real savings. 📍Connect with Dan at TaxEquityPros.com Hit play. Even the IRS would want to hear this. Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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 Giving Away Their Most Valuable Work - With Jackie Meyer | 25 Sep 2025 | 00:25:49 | |
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 📚 First sneak peek at her new book The Balanced Millionaire: Advisor Edition ⏳ If you’re still stuck in compliance mode, this episode is your wake-up call. Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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. | |||
| Stop Building a Business That Steals Your Freedom - Jaime Rodriguez | 18 Sep 2025 | 00:30:51 | |
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 This one’s part gut check, part blueprint and it might just save you years of wheel-spinning. 🔗 Learn more at: bookkeepers.com Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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 the Future of Accounting, It’s Already Killing Off the Old Way - With Daniel Moshe | 11 Sep 2025 | 00:34:17 | |
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) 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 Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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 Profit Isn’t Enough And What Most Founders Get Dead Wrong - With Daniel Dickeson | 04 Sep 2025 | 00:41:29 | |
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:
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? Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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 One CFO Skill That Can Save (or Kill) Your Business - With Jack Weinstein | 28 Aug 2025 | 00:36:49 | |
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 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 Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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 Productivity Gap You Can’t See (Until It’s Too Late) - With Rhamy Alejeal | 21 Aug 2025 | 00:42:42 | |
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 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 Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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 Mistake That Nearly Bankrupted Him (And Is Quietly Killing Most Businesses) - With Mike Milan | 14 Aug 2025 | 00:33:30 | |
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: 💬 Want more from Mike? Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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’s Interviewed Hundreds of Accounting Leaders - This Is What They All Miss | 07 Aug 2025 | 00:34:53 | |
Most firms wait to adapt, Gary DeHart built a media empire by doing the opposite.
🎓 Plus: Details on his Be Insightful training platform for firm owners 📬 Want to connect with Gary
🎧 Hit play to stay ahead of the curve and make smarter moves this year. Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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 Spotted a $500K Payroll Leak. The Owner Had No Idea. | 31 Jul 2025 | 00:34:01 | |
Losing $100K/month and didn’t know it. 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:
If you’ve ever thought "we’re doing fine," this is your wake-up call. Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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. | |||
| Burnt Out, Understaffed, and Scaling Anyway? Sharrin Fuller Has a System for That | 24 Jul 2025 | 00:30:33 | |
If your team disappeared tomorrow, would your business survive?
Inside this episode: 💡 Plus: Sharrin’s funniest career pivots (yes, they include Costco and nail salons) 📬 Want to connect with Sharrin? 🎙 Hit play. Then fix what’s breaking behind the scenes before it breaks you. Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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. | |||
| Founders, You’re Leaking Profit, Here’s Where It’s Going - With Tom Schultz | 17 Jul 2025 | 00:26:15 | |
You’re not broke, but you might be bleeding.
🎙 In this episode, fractional CFO Tom Schultz (48+ clients, $1M - $80M businesses) breaks down:
⏳ This episode might save you six figures, or years of rework. 📬 Want to connect with Tom? Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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. | |||
| This Firm Ditched the Office and Doubled Team Retention - Rachel Phillips | 10 Jul 2025 | 00:24:59 | |
Rachel Phillips isn’t guessing. She built a remote-first accounting firm that now supports 40+ employees and most of them are moms.
What you’ll learn:
This one’s for founders who want freedom and growth and don’t want to choose between them. Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. 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. | |||