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On the show
From 13 epsHost
Recent guests
Recent episodes
The Man Who's Never Lost a Deal in 12 Years (Here's How) | Justin Farmer
Jun 18, 2026
31m 51s
Something Quietly Hit Accounting Firms in 2025. Here's What to Do About It. | Erica Goode
Jun 4, 2026
21m 38s
The #1 Thing Accounting Firms Refuse to Do That Costs Them Clients | Drewbie Wilson
May 21, 2026
29m 53s
He Had a Stroke. Then He Built a Conference. Here's What Accounting Got Wrong | With Randy Crabtree
May 7, 2026
36m 42s
He Landed a Client Shooting Machine Guns | Sean Duncan
Apr 23, 2026
41m 17s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/18/26 |  The Man Who's Never Lost a Deal in 12 Years (Here's How) | Justin Farmer | 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 cost... | 31m 51s | ||||||
| 6/4/26 |  Something Quietly Hit Accounting Firms in 2025. Here's What to Do About It. | Erica Goode✨ | accounting firmsAI impact+4 | Erica Goode | AI-assisted offshore firmsBookkeeping+1 | — | accountingAI+5 | — | 21m 38s | |
| 5/21/26 |  The #1 Thing Accounting Firms Refuse to Do That Costs Them Clients | Drewbie Wilson✨ | sales strategiesclient acquisition+3 | Drewbie Wilson | — | — | accounting firmsclient retention+3 | — | 29m 53s | |
| 5/7/26 |  He Had a Stroke. Then He Built a Conference. Here's What Accounting Got Wrong | With Randy Crabtree✨ | burnoutaccounting+3 | Randy Crabtree | Tri-Merit Specialty Tax | — | burnoutCPA+5 | — | 36m 42s | |
| 4/23/26 |  He Landed a Client Shooting Machine Guns | Sean Duncan✨ | client acquisitionaccounting+3 | Sean Duncan | West Point | Frisco, Texas | machine gunsbourbon+3 | — | 41m 17s | |
| 4/9/26 |  She Left a 15-Year Career and Hit Capacity in Year One | Katie Helle✨ | career changebusiness growth+4 | Katie Helle | Scaled Accountingfinancial advisors | — | career changeScaled Accounting+4 | — | 28m 35s | |
| 3/26/26 |  The Real Reason Prospects Say “I Need to Think About It" And How to Fix it, With Brian Mayoral✨ | sales strategyprospect objections+3 | Brian Mayoral | accounting firms | — | sales callsprospect objections+3 | — | 33m 10s | |
| 3/25/26 |  Why We Burned Down 70 Episodes and Started Over✨ | podcast format changeCFO Chronicles+3 | — | CFO Chronicles | — | podcastCFO+5 | — | 8m 20s | |
| 1/15/26 |  This Accountant Built His Own Payroll Software, Because No One Else Would - With Brian Clare✨ | innovationpayroll software+3 | Brian Clare | Canadian accountants | — | payroll softwareaccounting innovation+3 | — | 31m 39s | |
| 1/8/26 |  Miss This Window and You'll Regret It: Why He's Buying Firms in 2026 - With Nik Watson✨ | accountingbusiness acquisition+3 | Nik Watson | — | — | accounting firmbusiness acquisition+5 | — | 33m 57s | |
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 1/1/26 |  I Almost Shut It All Down in July. Here’s Why I Didn’t.✨ | resiliencebusiness challenges+4 | — | — | — | business challengesclient acquisition+3 | — | 28m 18s | |
| 12/25/25 |  You’re Losing Clients in Every Meeting and Don’t Know It - With Jordan Vickery✨ | client retentionmeeting efficiency+3 | Jordan Vickery | Vinyl | — | client meetingsrevenue loss+3 | — | 34m 09s | |
| 12/18/25 |  The Anti-Hourly Firm Model That Clients Actually Prefer - With Dylan Fabbi✨ | hourly billingpricing models+3 | Dylan Fabbi | Fabbi | — | hourly billingtime-based pricing+3 | — | 37m 26s | |
| 12/11/25 |  The Business Model You’re Using Is Outdated (Here's How to Fix It) - with Michael Ly✨ | business modelvalue-based pricing+4 | Michael Ly | Reconciled | — | hourly billingpricing strategies+4 | — | 36m 36s | |
| 12/4/25 |  Why So Many Accountants Are Broke by December, Even the Good Ones - With Tony Proctor | 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... | 37m 39s | ||||||
| 11/27/25 |  You Don’t Need More Leads, You Need Better Conversations- With Kwame Agyei | 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 un... | 39m 58s | ||||||
| 11/20/25 |  Your Bookkeeping Isn’t Broken. Your Strategy Is - With Cameron Williams | 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... | 36m 05s | ||||||
| 11/13/25 |  Still Billing by the Hour? It’s Why You Can’t Scale - With Debra Kilsheimer | 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 relation... | 42m 11s | ||||||
| 11/6/25 |  Get a Flood of Inbound Leads with Zero Cold Outreach | 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 l... | 59m 03s | ||||||
| 10/30/25 |  AI Won’t Kill Your Firm, But This Mistake Will - With Justin White | 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 ... | 32m 19s | ||||||
| 10/23/25 |  The $3M IRS Fix You’ll Never Hear About on TikTok - With Brandon Adjei | 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 medi... | 33m 03s | ||||||
| 10/16/25 |  Everyone Wants to Be a CFO. Here’s Why Most Will Never Make It - With Kevin Appleby | 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 m... | 31m 57s | ||||||
| 10/9/25 |  You’re Not a Real CFO (Yet): Why Most Firms Never Land High-Value Clients - With Brett Frevert | “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,... | 31m 33s | ||||||
| 10/2/25 |  The Tax Strategy Rich People Use (But Never Talk About) - With Daniel Lake | $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 h... | 39m 24s | ||||||
| 9/25/25 |  Most Accountants Are Giving Away Their Most Valuable Work - With Jackie Meyer | 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 servic... | 25m 49s | ||||||
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