If your team disappeared tomorrow, would your business survive?

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

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

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

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

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

Send us a text

This episode is brought to you by Bill.com

• Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

Ready 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

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

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

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

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

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

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

Send us a text

This episode is brought to you by Bill.com

• Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

Ready 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

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

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

What you’ll learn:

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

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

Send us a text

This episode is brought to you by Bill.com

• Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

Ready 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

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

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

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

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

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

 Listen now or get left behind.

Send us a text

This episode is brought to you by Bill.com

• Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

Ready 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

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

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

They dive into:

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

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

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

Send us a text

This episode is brought to you by Bill.com

• Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

Ready 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

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

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

This episode covers:

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

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

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

Send us a text

This episode is brought to you by Bill.com

• Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

Ready 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

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

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

What we cover:

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

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

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

Send us a text

This episode is brought to you by Bill.com

• Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

Ready 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

97% of CFO consultants never crack 7-figures

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

In this episode, he shares:

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

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

Send us a text

This episode is brought to you by Bill.com

• Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

Ready 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

Fired. Depressed. Then tapped by the FBI.

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

In this episode, we unpack:

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

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

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

Send us a text

This episode is brought to you by Bill.com

• Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

Ready 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 clients. 30 posts. One phone.

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

In this episode, we break down:

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

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

👉 Press play and steal the playbook.

Send us a text

This episode is brought to you by Bill.com

• Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

Ready 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

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

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

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

Here’s what you’ll learn:

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

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

Send us a text

This episode is brought to you by Bill.com

• Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

Ready 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

Most accountants run from sales - Vanessa ran toward it.

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

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

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

Send us a text

This episode is brought to you by Bill.com

• Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

Ready 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

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

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

You’ll learn:

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

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

Send us a text

This episode is brought to you by Bill.com

• Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

Ready 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

What if your biggest bottleneck… was you?

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

You’ll learn:

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

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

Send us a text

This episode is brought to you by Bill.com

• Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

Ready 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

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

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

You’ll learn:

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

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

Send us a text

This episode is brought to you by Bill.com

• Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

Ready 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

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

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

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

You’ll learn:

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

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

Send us a text

This episode is brought to you by Bill.com

• Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

Ready 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

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

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

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

You’ll hear how Stoy:

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

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

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

Send us a text

This episode is brought to you by Bill.com

• Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

Ready 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

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

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

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

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

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

Send us a text

This episode is brought to you by Bill.com

• Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

Ready 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

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

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

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

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

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

Send us a text

This episode is brought to you by Bill.com

• Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

Ready 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

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

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

  ✅ You’ll learn:

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

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

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

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

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

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

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This episode is brought to you by Bill.com

• Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

Ready 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

We dive deep into the world of fractional CFOs and their pivotal role in transforming financial strategies for businesses aiming to scale. Our guest, Ken LaCroix, a seasoned fractional CFO, shares his invaluable experiences and strategies for leveraging financial data, moving beyond gut-instinct decision-making, and harnessing analytical insights for growth. 

Ken illustrates the potential for fractional CFOs to bridge high-level strategy with day-to-day operations, inspiring a data-driven culture that helps businesses avoid pitfalls tied to misinformed decisions. He discusses the critical importance of financial planning and analysis, empowering leaders to look toward future forecasting to inform their decisions. Additionally, Ken emphasizes the need to overcome persistent educational barriers that hinder understanding of fractional CFO value, helping business owners recognize how they can benefit from enhanced financial oversight. 

With his compelling philosophy of relationship-building, Ken reshapes the perception surrounding accounting and consulting, positioning the fractional CFO as an ally dedicated to a client's success rather than just a necessary expense. He sheds light on how technology can streamline financial processes and reveals strategies for elevating financial conversations, ensuring that numerical insights lead to actionable business outcomes.

Whether you are a small business owner, an aspiring fractional CFO, or a professional looking to boost your financial acumen, this episode offers essential lessons on driving business success. Join us as we explore how to navigate the complexities of modern business and unlock your potential for growth. Don’t forget to subscribe, share, and leave a review!

Send us a text

This episode is brought to you by Bill.com

• Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

Ready 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

Unlock the secrets to attracting high-paying clients without the dreaded "salesy" vibe. Explore insights with Michelle Weinstein from the Abundant Accountant, as she shares her transformative journey from finance to entrepreneurial success. We promise you'll master strategies that empower you to communicate your value effectively, freeing yourself from solely relying on referrals. Michelle's structured sales process and eight-week sales mastery course have already helped many firm owners establish themselves as authorities in their fields, and now it's your turn to benefit from her expertise.

Michelle takes us through the essential steps of positioning yourself as a trusted authority in your niche, enhancing both your professional and personal life. Hear inspiring success stories, including a client's remarkable revenue increase and stress reduction, while understanding the significance of targeting your ideal client. Michelle's own experiences, like her pivotal Shark Tank presentation, serve as a testament to the power of preparation and systematic approaches in achieving business growth. Listen in for actionable strategies that promise to elevate your firm to new heights, all while gaining personal freedom and confidence.

Send us a text

This episode is brought to you by Bill.com

• Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

Ready 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

Ever wondered how a hedge fund dream turned into a thriving career in financial consultancy? Meet Stan Sukhinin, the fractional CFO advisor from Sorso in Austin, Texas, who did just that. At fifteen, Stan was already captivated by the world of finance, setting him on a path that included investment banking and a bold move to start a hedge fund in New York—only to pivot to financial consulting during the pandemic. We promise you'll uncover not just his story of resilience and adaptation but also the innovative methods he employed to master client acquisition in a field where technical skills often overshadow business development acumen.

In our conversation with Stan, we unravel the complexities of managing client relationships and the art of business development within financial consultancy. Listen as he shares insights into conducting effective discovery calls and the strategic decision-making involved in recognizing when to refer clients to other experts for mutual benefit. Learn about the transition from hands-on client work to focusing on expanding a consultancy, and discover the secrets to attracting high-end clients using platforms like LinkedIn. Tune in for a masterclass on elevating your accounting business and staying ahead of industry trends with strategies that promise to unlock your business's full potential.

Send us a text

This episode is brought to you by Bill.com

• Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

Ready 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

Unlock the secrets to thriving in the financial services industry as we bring you an engaging discussion with Luigi Rosabianca and Matthew Meehan from Shield Advisory Group. With their journey from the high stakes of Wall Street to founding a firm dedicated to supporting small and medium-sized businesses, Luigi and Matt reveal the strategies that have fueled their success. Tune in to discover how their unique partnership has enabled them to provide vital guidance, especially during the turbulent times of the COVID-19 pandemic. Hear about their innovative collaborations with CPAs and accounting firms across the U.S., where they offer resources like the ERC tax credit, creating a positive impact for countless small business owners.

Learn how to future-proof your business with proven techniques to maximize growth and diversification. Luigi and Matt stress the importance of a multi-channel marketing strategy to avoid the pitfalls of over-reliance on a single platform. They also share insights into balancing branding efforts with direct consumer interactions. Gain valuable knowledge on cross-selling and upselling services within the accounting sector to enhance client relationships and revenue streams. Conclude your listening journey with powerful strategies to position yourself as a trusted advisor, attracting high-paying clients and unlocking your business's full potential.

Send us a text

This episode is brought to you by Bill.com

• Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

Ready 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

When unforeseen challenges strike—like losing your laptop and being out sick for a week—your business systems are put to the ultimate test. In this episode, we explore how our tried-and-true processes kept the wheels turning during a tough time. We also share actionable strategies for delegating tasks and creating systems that empower your team to step in seamlessly. Tune in for candid insights on fine-tuning your processes, ensuring your business not only withstands setbacks but flourishes through them.

Send us a text

This episode is brought to you by Bill.com

• Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

Ready 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