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!

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Feeling stuck in your growth? Discover how to elevate your marketing, personal brand, and sales approach to attract clients who value your expertise.

Ready to make a shift?

Book your strategy call today at accountingleadsnow.com

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

Feeling stuck in your growth? Discover how to elevate your marketing, personal brand, and sales approach to attract clients who value your expertise.

Ready to make a shift?

Book your strategy call today at accountingleadsnow.com

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.

Send us a text

Feeling stuck in your growth? Discover how to elevate your marketing, personal brand, and sales approach to attract clients who value your expertise.

Ready to make a shift?

Book your strategy call today at accountingleadsnow.com