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 CPA 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.

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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.

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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

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.

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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

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.

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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

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.

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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.

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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

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.

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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