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The Accounting Leads Now Podcast The Accounting Leads Now Podcast James Donovan The Mineral Rights Podcast: Mineral Rights | Royalties | Oil and Gas | Matt Sands The Mineral Rights Podcast: Mineral Rights | Royalties | Oil and Gas | Matt Sands Matt Sands The Lawyer Podcast The Lawyer Podcast The Lawyer The Data Exchange with Ben Lorica The Data Exchange with Ben Lorica Ben Lorica The Chef JKP Podcast The Chef JKP Podcast The Chef JKP Podcast Directed IRA Podcast Directed IRA Podcast Mat Sorensen and Mark Kohler Boz To The Future Boz To The Future Andrew Bosworth Community Community Kristina Bartold Angry Mortgage Angry Mortgage Ron Butler Kullastandard - Mait Krauni podcast Kullastandard - Mait Krauni podcast Tavid Your Money, Your Rules | Financial Mastery, Wealth Mindset, Leadership Principles, Intuitive Decision-Making, Human Design Your Money, Your Rules | Financial Mastery, Wealth Mindset, Leadership Principles, Intuitive Decision-Making, Human Design Erin Gray | Holistic Advisor for Entrepreneurs, Former CFP and CFO Selling on Giants: The eCommerce Marketplace Podcast Selling on Giants: The eCommerce Marketplace Podcast Selling on Giants: The eCommerce Marketplace Show Unspeakable Leadership Unspeakable Leadership Rohene Bouajram Radiant Mom Rising | Identity, Mindset & Business for Moms Ready to Rise Radiant Mom Rising | Identity, Mindset & Business for Moms Ready to Rise Mary Dibble| Life Coach Helping Moms Navigate Life & Business With Ease Respecting the Beer Respecting the Beer McFleshman's Brewing Co FP&A Unlocked FP&A Unlocked Paul Barnhurst Fresh Oil Podcast with Keith Manley Fresh Oil Podcast with Keith Manley Keith Manley P³ with Preston Poore P³ with Preston Poore Preston Poore Inspired by Design with Sarah St Pierre Inspired by Design with Sarah St Pierre Sarah St Pierre Above Asking, Content Marketing and Real Estate Branding Strategy for Real Estate Agents Above Asking, Content Marketing and Real Estate Branding Strategy for Real Estate Agents Alyssa Stalker RICH Messaging® with Angela Murphy | Buyer Psychology & Persuasion Strategy for Business RICH Messaging® with Angela Murphy | Buyer Psychology & Persuasion Strategy for Business Angela Murphy | JustPositionIt.com Parkinson's Policy Podcast Parkinson's Policy Podcast Power Over Parkinson's and Together for Sharon Fit Happens: The Executive Search Podcast Fit Happens: The Executive Search Podcast Jason Baumgarten Effective Communication Effective Communication Phil Zeller Money to Give Money to Give Richard C. Peck The Business of Benefits Podcast The Business of Benefits Podcast Hi Hello Labs Network Mess to Mission Mess to Mission Lindsey Paulson Stock Movers Stock Movers iHeartPodcasts GOD-LED BUSINESS - Make Money Online, Work From Home, Passive Income, Online Business, Start a Podcast GOD-LED BUSINESS - Make Money Online, Work From Home, Passive Income, Online Business, Start a Podcast Stefanie Gass - Christian Business Coach, Podcast Coach, Online Business Coach Wirtschaftskunde Wirtschaftskunde Holger Klein People. Process. Progress. People. Process. Progress. Kevin Pannell The Dollar Vigilante The Dollar Vigilante Jeff Berwick The Everyday Millionaire and Mindset Matters Podcast The Everyday Millionaire and Mindset Matters Podcast Patrick Francey Fox Business Hourly Report Fox Business Hourly Report FOX News Podcasts 鞠强教授:管理心理学 鞠强教授:管理心理学 管理心理学教授鞠强 Finanzen BW – das Briefing Finanzen BW – das Briefing Ministerium für Finanzen Baden-Württemberg Christian Business Insights Christian Business Insights Dave Kahle
The Accounting Leads Now Podcast

Business

The Accounting Leads Now Podcast

James Donovan

He's a Lawyer AND a CPA. Here's the One Question That Changed His Sales | with Christopher Papin

July 02, 2026 4:00am 29 min

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 ti...

The Man Who's Never Lost a Deal in 12 Years (Here's How) | Justin Farmer

June 18, 2026 4:00am 31 min

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...

Something Quietly Hit Accounting Firms in 2025. Here's What to Do About It. | Erica Goode

June 04, 2026 4:00am 21 min

Your pipeline feeling a little thin? Clients suddenly asking more questions about price?You're not imagining it. And you're not alone.Since fall 2024, a perfect storm has been building, AI-assisted offshore firms, a soft...

The #1 Thing Accounting Firms Refuse to Do That Costs Them Clients | Drewbie Wilson

May 21, 2026 4:00am 29 min

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 thre...

He Had a Stroke. Then He Built a Conference. Here's What Accounting Got Wrong | With Randy Crabtree

May 07, 2026 4:00am 36 min

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 o...

He Landed a Client Shooting Machine Guns | Sean Duncan

April 23, 2026 4:00am 41 min

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. T...

She Left a 15-Year Career and Hit Capacity in Year One | Katie Helle

April 09, 2026 4:00am 28 min

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 c...

The Real Reason Prospects Say “I Need to Think About It" And How to Fix it, With Brian Mayoral

March 26, 2026 4:00am 33 min

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 o...

Why We Burned Down 70 Episodes and Started Over

March 25, 2026 4:00am 8 min

 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, ...

This Accountant Built His Own Payroll Software, Because No One Else Would - With Brian Clare

January 15, 2026 4:00am 31 min

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 nex...

Miss This Window and You'll Regret It: Why He's Buying Firms in 2026 - With Nik Watson

January 08, 2026 4:00am 33 min

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 acq...

I Almost Shut It All Down in July. Here’s Why I Didn’t.

January 01, 2026 4:00am 28 min

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 ...

You’re Losing Clients in Every Meeting and Don’t Know It - With Jordan Vickery

December 25, 2025 4:00am 34 min

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-f...

The Anti-Hourly Firm Model That Clients Actually Prefer - With Dylan Fabbi

December 18, 2025 7:00am 37 min

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 busin...

The Business Model You’re Using Is Outdated (Here's How to Fix It) - with Michael Ly

December 11, 2025 4:00am 36 min

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...

Why So Many Accountants Are Broke by December, Even the Good Ones - With Tony Proctor

December 04, 2025 4:00am 37 min

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, a...

You Don’t Need More Leads, You Need Better Conversations- With Kwame Agyei

November 27, 2025 4:00am 39 min

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 ...

Your Bookkeeping Isn’t Broken. Your Strategy Is - With Cameron Williams

November 20, 2025 4:00am 36 min

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...

Still Billing by the Hour? It’s Why You Can’t Scale - With Debra Kilsheimer

November 13, 2025 4:00am 42 min

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 endin...

Get a Flood of Inbound Leads with Zero Cold Outreach

November 06, 2025 4:00am 59 min

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...

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