The Accounting Leads Now Podcast

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 MailReady to turn your firm into a lead-generating, profit-driving machine? We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork. Let’s map out your growth plan together → Book your free strategy call

5/7/26 • 36:42

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 MailReady to turn your firm into a lead-generating, profit-driving machine? We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork. Let’s map out your growth plan together → Book your free strategy call

4/23/26 • 41:17

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?Katie Helle walked away from a 15-year career at a traditional firm, launched Scaled Accounting, and hit capacity faster than she ever planned. Her growth engine? Referral partnerships with financial advisors, real relationships built at conferences, and online communities where firm owners actually send each other business.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.If you're building a firm around your life instead of the other way around, this one's for you. Send us Fan MailReady to turn your firm into a lead-generating, profit-driving machine? We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork. Let’s map out your growth plan together → Book your free strategy call

4/9/26 • 28:35

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:why too much information kills dealshow to simplify your offer so prospects say yes fasterhow to control the sales conversation without sounding pushywhat top-performing firms do differently when sellingIf your calls are turning into long explanations instead of closed deals, this episode shows you exactly what to fix.Send us Fan MailReady to turn your firm into a lead-generating, profit-driving machine? We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork. Let’s map out your growth plan together → Book your free strategy call

3/26/26 • 33:10

 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. Send us Fan MailReady to turn your firm into a lead-generating, profit-driving machine? We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork. Let’s map out your growth plan together → Book your free strategy call

3/25/26 • 08:20

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:Why hourly billing is killing your marginsHow turning down the wrong clients changed everythingThe cost of hiring late and why he hired ops before he needed toBehind the scenes of building a brand-new payroll tool from scratchHow he manages two companies without burning out🔍 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 📱 Connect with Brian on LinkedIn: https://www.linkedin.com/in/briangclare/Send us Fan MailReady to turn your firm into a lead-generating, profit-driving machine? We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork. Let’s map out your growth plan together → Book your free strategy call

1/15/26 • 31:39

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 ownerThis 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 MailReady to turn your firm into a lead-generating, profit-driving machine? We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork. Let’s map out your growth plan together → Book your free strategy call

1/8/26 • 33:57

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 downWhy discounting for quick cash nearly wrecked usThe “Mexico Meltdown” that set off the chaosThe daily habits that pulled me out3 muscles I had to build to survive the yearIf 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 MailReady to turn your firm into a lead-generating, profit-driving machine? We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork. Let’s map out your growth plan together → Book your free strategy call

1/1/26 • 28:18

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: LinkedInSend us Fan MailReady to turn your firm into a lead-generating, profit-driving machine? We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork. Let’s map out your growth plan together → Book your free strategy call

12/25/25 • 34:09

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 retentionThe tech + team system that allows his firm to run 200+ WhatsApp support threadsHow Fabbi replaced Facebook ad flops with a smarter, higher-converting client funnelReal-world tax strategies saving clients $25K+ annuallyThe 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 MailReady to turn your firm into a lead-generating, profit-driving machine? We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork. Let’s map out your growth plan together → Book your free strategy call

12/18/25 • 37:26

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 itIf 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/michaellySend us Fan MailReady to turn your firm into a lead-generating, profit-driving machine? We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork. Let’s map out your growth plan together → Book your free strategy call

12/11/25 • 36:36

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 seasonHow to stop being the “best-kept secret” in your cityThe biggest marketing lie most accountants still believeIf 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 ProctorWebsite: https://www.proctortaxprep.com/LinkedIn: https://www.linkedin.com/in/tonyproctor/Send us Fan MailReady to turn your firm into a lead-generating, profit-driving machine? We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork. Let’s map out your growth plan together → Book your free strategy call

12/4/25 • 37:39

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 networkingHow US firms can tap top-tier talent from Ghana (and why it works)The mindset shift from operator to builderWhy your first hire overseas is more about culture fit than costThis 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 MailReady to turn your firm into a lead-generating, profit-driving machine? We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork. Let’s map out your growth plan together → Book your free strategy call

11/27/25 • 39:58

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 bottomThe mindset shift that helped him raise prices and set boundariesThe #1 mistake accountants make trying to “do marketing”How touchpoints and trust-building are key to scaling a firmWhat 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.comLinkedIn: https://www.linkedin.com/in/cameronwilliams11/Send us Fan MailReady to turn your firm into a lead-generating, profit-driving machine? We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork. Let’s map out your growth plan together → Book your free strategy call

11/20/25 • 36:05

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 fastWhy your financial reports are being ignoredThe 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 MailReady to turn your firm into a lead-generating, profit-driving machine? We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork. Let’s map out your growth plan together → Book your free strategy call

11/13/25 • 42:11

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 MapsWhy most Google Business Profiles never generate leadsA 7-day checklist to turn your listings into a lead magnetHow 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 MailReady to turn your firm into a lead-generating, profit-driving machine? We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork. Let’s map out your growth plan together → Book your free strategy call

11/6/25 • 59:03

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 2025Why most firms lose money before they even pick up the phoneThe questions that close 90% of his leadsHow 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 MailReady to turn your firm into a lead-generating, profit-driving machine? We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork. Let’s map out your growth plan together → Book your free strategy call

10/30/25 • 32:19

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.comSend us Fan MailReady to turn your firm into a lead-generating, profit-driving machine? We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork. Let’s map out your growth plan together → Book your free strategy call

10/23/25 • 33:03

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.netSend us Fan MailReady to turn your firm into a lead-generating, profit-driving machine? We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork. Let’s map out your growth plan together → Book your free strategy call

10/16/25 • 31:57

“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 genericThis 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 FrevertSend us Fan MailReady to turn your firm into a lead-generating, profit-driving machine? We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork. Let’s map out your growth plan together → Book your free strategy call

10/9/25 • 31:33

$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 MailReady to turn your firm into a lead-generating, profit-driving machine? We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork. Let’s map out your growth plan together → Book your free strategy call

10/2/25 • 39:24

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 MailReady to turn your firm into a lead-generating, profit-driving machine? We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork. Let’s map out your growth plan together → Book your free strategy call

9/25/25 • 25:49

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 freedomThis 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 MailReady to turn your firm into a lead-generating, profit-driving machine? We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork. Let’s map out your growth plan together → Book your free strategy call

9/18/25 • 30:51

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 advisoryYou’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/danielmosheSend us Fan MailReady to turn your firm into a lead-generating, profit-driving machine? We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork. Let’s map out your growth plan together → Book your free strategy call

9/11/25 • 34:17

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 timeHow to spot silent killers in your pricing and expensesThe shift from financial chaos to true clarityHow founders can finally make their business work for themHe’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.comWebsite: atlascfosolutions.comPhone: 860-865-4924Send us Fan MailReady to turn your firm into a lead-generating, profit-driving machine? We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork. Let’s map out your growth plan together → Book your free strategy call

9/4/25 • 41:29

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 = chaosJack 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.comSend us Fan MailReady to turn your firm into a lead-generating, profit-driving machine? We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork. Let’s map out your growth plan together → Book your free strategy call

8/28/25 • 36:49

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 financialIf 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 episodeSend us Fan MailReady to turn your firm into a lead-generating, profit-driving machine? We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork. Let’s map out your growth plan together → Book your free strategy call

8/21/25 • 42:42

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.comSend us Fan MailReady to turn your firm into a lead-generating, profit-driving machine? We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork. Let’s map out your growth plan together → Book your free strategy call

8/14/25 • 33:30

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 successHow small firms can punch above their weight at industry eventsWhy AI is not optional (and where to start if you’re behind)Leadership lessons from military training that apply to accountingWhat’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 MailReady to turn your firm into a lead-generating, profit-driving machine? We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork. Let’s map out your growth plan together → Book your free strategy call

8/7/25 • 34:53

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 missedWhy 75% of contractors can’t track profit per jobThe #1 red flag Sonny sees on balance sheetsHow 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.comSend us Fan MailReady to turn your firm into a lead-generating, profit-driving machine? We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork. Let’s map out your growth plan together → Book your free strategy call

7/31/25 • 34:01